When setting up contract agreements, it is very important that these agreements are properly registered. This way, you can determine whether the agreements are being adhered to.
Adding a contract agreement
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Navigate to Vendors > Contract agreements.
- You will be presented with an overview of all contract agreements. Click 'Add' at the top of the overview to register a new contract agreement.
- Complete at least all the required fields.
- Click 'Add'.
The contract agreement has been created, and you will be automatically redirected to the contract agreement overview.
You can view detailed information about a contract agreement by selecting the agreement in the overview. Here you can see various relevant details about the selected contract agreement, such as statistics about the values and any notes.
Rating a contract agreement
- Navigate to Vendors > Contract agreements > Select contract agreement > Planning.
- Under the header 'Planning', complete all fields.
- Click 'Generate realisation'. The user will receive a notification with the request for a contract agreement rating.
- Navigate to the 'Realization' tab to see the new planning schedule. A contract agreement can be rated via Vendor Rating, or simply via the 'Realization' tab under the desired period.