# 2. Pre-requisites

#### <span style="color: rgb(35, 111, 161);"><span class="TextRun SCXW243863017 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW243863017 BCX0" data-ccp-parastyle="heading 2">General Config:</span></span><span class="EOP SCXW243863017 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"> </span></span>

<span class="TextRun SCXW243863017 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW243863017 BCX0">To </span><span class="NormalTextRun SCXW243863017 BCX0">describe</span><span class="NormalTextRun SCXW243863017 BCX0"> the Contract approv</span><span class="NormalTextRun SCXW243863017 BCX0">er</span><span class="NormalTextRun SCXW243863017 BCX0"> involvement in Contract submission</span><span class="NormalTextRun SCXW243863017 BCX0"> process. The toggle button</span><span class="NormalTextRun SCXW243863017 BCX0"> is</span> <span class="NormalTextRun SCXW243863017 BCX0">used to enable or disable the feature to decide on contract approver is </span></span><span class="TextRun SCXW243863017 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW243863017 BCX0">required</span><span class="NormalTextRun SCXW243863017 BCX0"> during contract submission or not</span><span class="NormalTextRun SCXW243863017 BCX0">.</span></span><span class="EOP SCXW243863017 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

<span class="EOP SCXW39856860 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335551550":1,"335551620":1,"335559685":0,"335559738":160,"335559739":80,"335559740":279}"> </span>

<span class="SCXW39856860 BCX0"><span class="WACImageContainer NoPadding DragDrop BlobObject SCXW39856860 BCX0" role="presentation">![](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-yplril60.png)</span></span> <span class="EOP SCXW243863017 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span><span class="EOP SCXW243863017 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

#### <span style="color: rgb(35, 111, 161);"><span class="TextRun SCXW243863017 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW243863017 BCX0" data-ccp-parastyle="heading 2">C</span><span class="NormalTextRun SCXW243863017 BCX0" data-ccp-parastyle="heading 2">ontract </span><span class="NormalTextRun SCXW243863017 BCX0" data-ccp-parastyle="heading 2">Type</span><span class="NormalTextRun SCXW243863017 BCX0" data-ccp-parastyle="heading 2"> Config</span><span class="NormalTextRun SCXW243863017 BCX0" data-ccp-parastyle="heading 2">:</span></span><span class="EOP SCXW243863017 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"> </span></span>

<span class="TextRun SCXW243863017 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW243863017 BCX0">To Configure </span><span class="NormalTextRun SCXW243863017 BCX0">type, navigate to Settings &gt;&gt; Contracts &gt;&gt; Contrac</span><span class="NormalTextRun SCXW243863017 BCX0">t</span><span class="NormalTextRun SCXW243863017 BCX0"> Type.</span> </span><span class="EOP SCXW243863017 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

<span class="SCXW29464660 BCX0"><span class="WACImageContainer NoPadding DragDrop BlobObject SCXW29464660 BCX0" role="presentation">![](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-nok6a5qj.png)</span></span>

<div class="page-content" dir="auto" id="bkmrk-category%3A-list-of-ca"><div dir="auto"><div class="ListContainerWrapper SCXW243863017 BCX0" id="bkmrk-category%3A-list-of-ca-1">1. **<span class="TextRun SCXW243863017 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW243863017 BCX0">Category:</span></span>**<span class="TextRun SCXW243863017 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW243863017 BCX0"> L</span><span class="NormalTextRun SCXW243863017 BCX0">ist of Categories will be displayed in the Category drop-down.</span></span>
2. **<span class="TextRun SCXW243863017 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW243863017 BCX0">Add Option:</span></span>**<span class="TextRun SCXW243863017 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW243863017 BCX0"> To add a new contract type.</span></span>
3. **<span class="TextRun SCXW243863017 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW243863017 BCX0">List view:</span></span>**<span class="TextRun SCXW243863017 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW243863017 BCX0"> Contract type configured will be displayed in a dynamic table</span> <span class="NormalTextRun SCXW243863017 BCX0">will</span><span class="NormalTextRun SCXW243863017 BCX0"> relation information.</span></span>
4. **<span class="TextRun SCXW243863017 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW243863017 BCX0">Search</span><span class="NormalTextRun SCXW243863017 BCX0">:</span></span>**<span class="TextRun SCXW243863017 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW243863017 BCX0"> To search specific contract type line item.</span></span>
5. **<span class="TextRun SCXW243863017 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW243863017 BCX0">3 dots icon:</span></span>**<span class="TextRun SCXW243863017 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW243863017 BCX0"> To perform edit</span><span class="NormalTextRun SCXW243863017 BCX0"> &amp; </span><span class="NormalTextRun SCXW243863017 BCX0">delete</span><span class="NormalTextRun SCXW243863017 BCX0"> actions.</span></span><span class="EOP SCXW243863017 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

</div></div></div><span class="TextRun SCXW243863017 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW243863017 BCX0"> </span></span><span class="EOP SCXW243863017 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

##### <span class="TextRun SCXW243863017 BCX0" data-contrast="none" lang="EN-US" style="color: rgb(53, 152, 219);" xml:lang="EN-US"><span class="NormalTextRun SCXW243863017 BCX0" data-ccp-charstyle="Heading 3 Char">Add Contract Type:</span></span><span class="EOP SCXW243863017 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

<span class="SCXW17181460 BCX0"><span class="WACImageContainer NoPadding DragDrop BlobObject SCXW17181460 BCX0" role="presentation">![](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-uto1hjg2.png)</span></span>

<div class="page-content" dir="auto" id="bkmrk-category%3A-user-can-s"><div dir="auto"><div class="ListContainerWrapper SCXW243863017 BCX0" id="bkmrk-category%3A-user-can-s-1">1. **<span class="TextRun SCXW243863017 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW243863017 BCX0">Category:</span></span>**<span class="TextRun SCXW243863017 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"> <span class="NormalTextRun SCXW243863017 BCX0">User can select the category front the list of categories. Based on the category, </span><span class="NormalTextRun SCXW243863017 BCX0">User can create a Contract type. </span><span class="NormalTextRun SCXW243863017 BCX0">The</span><span class="NormalTextRun SCXW243863017 BCX0"> </span><span class="NormalTextRun SCXW243863017 BCX0">are </span><span class="NormalTextRun SCXW243863017 BCX0">list of </span><span class="NormalTextRun SCXW243863017 BCX0">Categories </span><span class="NormalTextRun SCXW243863017 BCX0">involves</span><span class="NormalTextRun SCXW243863017 BCX0">:</span></span>
    
    
    - <span class="TextRun SCXW243863017 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW243863017 BCX0">Services</span></span>
    - <span class="TextRun SCXW243863017 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW243863017 BCX0">Assets</span></span>
    - <span class="TextRun SCXW243863017 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW243863017 BCX0">Location</span></span>
    - <span class="TextRun SCXW243863017 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW243863017 BCX0">Inventory</span></span>
2. <span class="TextRun SCXW243863017 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW243863017 BCX0">**Contract Type:** To define the Contract Type name. The name should be unique.</span></span>
3. <span class="TextRun SCXW243863017 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW243863017 BCX0">**Email Notification:** To describe the email notification frequency.</span></span>
4. **<span class="TextRun SCXW243863017 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW243863017 BCX0">C</span><span class="NormalTextRun SCXW243863017 BCX0">ancel</span><span class="NormalTextRun SCXW243863017 BCX0">:</span></span>**<span class="TextRun SCXW243863017 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW243863017 BCX0"> To cancel the creation process.</span></span>
5. **<span class="TextRun SCXW243863017 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW243863017 BCX0">Submit:</span></span>**<span class="TextRun SCXW243863017 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW243863017 BCX0"> To complete the creation process.</span></span>
    
    <span class="EOP SCXW243863017 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":1,"335551620":1,"335559685":720,"335559737":0,"335559738":0,"335559739":160,"335559740":279,"335559991":360}"> </span><span class="EOP SCXW243863017 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

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