The article below pertains to Source to Contract (S2C) for the following applications and/or module(s):
Contract Management
This page contains a number of essential features for Contract Management. All features are described in the tables below.
Features
| Term | Explanation |
| Contract Sourcing active | Enabling Contract Sourcing activates the 'RFQ' (Request For Quotation) tab in Contract Management. With RFQ, it is possible to request documentation from suppliers. Contract Sourcing is only possible if the ISPnext environment includes Supplier Portal and Contract Management. |
| Contract Workflow active | This feature activates the 'Contract Approval' tab in ISPnext under Contracts > Contracts > Select Contract > Details. |
| Create task for contract | This feature ensures that a task is automatically created when a contract notification is triggered. |
| Always create contract as draft | This feature ensures that a contract is always initially created as a draft. Draft contracts have their own tab in Contracts > Contracts, and are only visible to the creator of the contract until the contract is activated via the 'Activate contract' button in the contract details. |
| Contract template mandatory | This feature requires a user to select a contract template when creating a contract. |
| Contract template authorisation | When this feature is checked, contracts can be authorised based on Contract Templates. |
| Documents available in Supplier Portal | Enables sharing contract documents with the supplier via the Supplier Portal. Only documents where 'Share in Supplier Portal' is checked will be shared. |
| Activate edit function for Contract Managers | When the 'Activate edit function for Contract Managers' functionality is enabled, users with the 'Contract Manager' role can edit contracts where they are registered as contract manager. |
| Contract manager mandatory when adding contract | When this functionality is enabled, users are required to select a contract manager when creating a contract. |
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When this functionality is enabled, the 'Deletion date' field for contracts will be populated at the time of archiving, based on the fields 'Retention period amount' and 'Retention period duration' on the contract. If these are empty, the fields 'Default retention period amount' and 'Default retention period duration' will be used. If those fields are also empty, the deletion date remains empty.
The fields 'Retention period amount' and 'Retention period duration' may need to be manually made visible in the contract details via:
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| The number of times the specified period in 'Default retention period duration'. | |
| The type of period (day, week, month, quarter, etc.) | |
| E-Signature |
If you want to use E-Signing, you can determine the variant here. We currently offer various E-signing integrations. DocuSign can only be used if it has been configured by ISPnext. |
| When this setting is enabled, E-Signing requests can be completed without entering a signature. |
Email templates
Here you can configure email templates. These email templates can be used when you want to send an email from Contracts. If you can use email templates when sending a message from Contracts, you will see a button 'Email templates'.
Visibility of tabs in contract details
When you activate the visibility of a tab, this tab becomes visible in every contract. If the visibility is unchecked, the tab is hidden in every contract.