Master Service Agreement Business Process

Use the Master Service Agreement (MSA) business process to track company-level arrangements that enable agreements with vendors to provide services across multiple projects. By using the Work Release business process, this business process is released on a per-project/per-period basis with work authorizations against a previously determined maximum.

Characteristics

This is a Company-level business process without a workflow, provided in the system template.

Record Statuses

Approved

non-terminal status

Awaiting_Review

non-terminal status

Canceled

non-terminal status

Pending_Approval

non-terminal status

Rejected

non-terminal status

Sent_for_Revision

non-terminal status

Creating a Master Service Agreement Record

Create a Master Service Agreement record by navigating to Company Logs / Master Service Agreement on the Company Workspace tab, or from the Tasks log on the Company Workspace or Home tab.

Complete the Master Service Agreement form and attach related documents, if needed. After completing the form, click Save to create a record and keep it in editable mode, or click Submit if you are done and ready to commit the record.

Note: You must enter a value in all required fields (*) before you can save the form.

  1. Go to the Company Workspace tab and switch to User mode.
  2. In the left Navigator, select Company Logs, and then select Master Service Agreement.
  3. On the Master Service Agreement page, click Create. Refer to the tables below to complete the form. You can click Save at any time to create a record and keep it in editable mode.
  4. Click Add Attachment, select Unifier Folder, select a file, and click OK. The Attachments link indicates one file is attached to the record.
  5. After completing the form, click Submit.

Completing the Master Service Agreement Form

Key Information

Key information about this MSA is provided below.

Field Name

Access

Description

Title

Required

Enter a title.

Vendor

Required

Select the vendor for this record.

Contract Number

Editable

The unique number for the contract, which might come from a corporate financial system

Amount

Read-Only

Amount of this record or line item

Due Date

Editable

Target completion date for this record. A default duration has been set by your administrator but can be overridden here for this record.

Status

Required

Enter the record status.

Description

Enter the description or scope of this MSA. This information might appear in any formal printouts of this MSA.

Field Name

Access

Description

Short Description

Editable

Enter a description of 250 characters or fewer.

Detailed Description

Editable

The detailed information about the short-description field. The field size can be expanded.

MSA Details

Details about the MSA should be entered below.

Field Name

Access

Description

MSA Contract Type

Editable

The contract vehicle that is used for the MSA

Priority

Editable

The priority of this record

Effective Date

Required

Enter the date this record takes effect.

Contract Completion Date

Editable

The target completion date of the contract

Payment Terms

Editable

The payment terms (in days) for this contract

Default Units

Use the fields below to specify how this MSA will be built. The selections here will be used for new line items that are added but can be changed per line item.

Field Name

Access

Description

Unit of Measure

Editable

Enter the Unit of Measure used for the Unit Quantity and Cost Per Unit amounts.

Unit Quantity

Editable

Unit quantity to be used to calculate the Cost Per Unit for this record

Cost per Unit

Read-Only

The total cost divided by the unit quantity for this record

Vendor Information

Details of the Vendor for this MSA

Field Name

Access

Description

Legal Vendor Name

Read-Only

Lists the legal vendor name if the vendor name is different from the vendor full legal business name, the vendor has a name longer than 50 characters, or both.

Vendor ID

Read-Only

Populates based on the selected Vendor. If not integrated with an external system, leave blank.

Vendor a Unifier User?

Required

Indicates whether or not the vendor should be CCed when the contract is approved. CCing the vendor allows the vendor to see the contract, with some restrictions, as well as to access the contract when creating Change Orders, Payment Applications, or other business processes.

Vendor User

Editable

Indicates whether the vendor is a user in the system

Vendor Contact First Name

Editable

First name of the main vendor contact

Vendor Contact Last Name

Editable

Last name of the main vendor contact

Vendor Contact Phone

Editable

Phone number of the main vendor contact

Contact Email

Editable

Contact email address for the main vendor

Vendor Address

Vendor address to be used for this MSA

Field Name

Access

Description

Vendor Address to Use

Required

The vendor address to use for this transaction. By default, the vendor's primary address is used.

Alternate Vendor Address

Editable

The alternate address listed for this Vendor.

Address

Read-Only

The street address, P.O. box, apartment, suite, unit, building, floor, and so on. Do not include the contact's name.

City

Read-Only

City

State/Province

Read-Only

The state or province

State/Province - Other

Read-Only

If selecting a country without defined states, provinces, or regions, this field provides additional information.

Country

Read-Only

Country

Zip/Postal Code

Read-Only

ZIP Code or postal code

MWBE Tracking

Track the Minority/Women-owned Business Enterprise (MWBE) participation on this MSA.

Field Name

Access

Description

Designations

Editable

Special designations applicable to this business

MWBE Contract Target %

Editable

The value of the Target for Minority-owned and Women-owned business enterprises (MWBE) for this contract

MWBE Contract Actual %

Editable

The actual MWBE percentage (MWBE Contract Actual Amount / Total Completed and Stored to Date)

(Internal) MSA Primary Contact

Specify the main internal contact for this MSA. By default, this is set to the record creator. Their contact information will be used to complete the remaining fields.

Field Name

Access

Description

Main Contact

Editable

Internal main contact for this contract

E-Mail

Read-Only

Main contact's email address

Mobile Phone

Read-Only

Main contact's mobile phone number

Work Phone

Read-Only

Main contact's work phone number

Record Information

Field Name

Access

Description

Record Number

Read-Only

System-assigned record number

MSA Shell Classification

Required

Specifies the shell classifications where this MSA can be used. For example, Production Projects can only use Production MSAs.

Creator

Read-Only

Creator of this record

Creation Date

Read-Only

Date that this record was created

Record Last Update Date

Read-Only

Date that the record was last updated

Business Process Record URL

Read-Only

A shareable link to this record, for anyone with the necessary permissions

Additional Information

The MSA Additional Information block is reserved for future use by your organization.

Field Name

Access

Description

Master Service Agreements Date Picker UDF 1

Disabled

Reserved for future use by your organization

Master Service Agreements Date Picker UDF 2

Disabled

Reserved for future use by your organization

Master Service Agreements Decimal UDF 1

Disabled

Reserved for future use by your organization

Master Service Agreements Decimal UDF 2

Disabled

Reserved for future use by your organization

Master Service Agreements Date Only Picker UDF 1

Disabled

Reserved for future use by your organization

Master Service Agreements Date Only Picker UDF 2

Disabled

Reserved for future use by your organization

Master Service Agreements Currency Amount UDF 1

Disabled

Reserved for future use by your organization

Master Service Agreements Currency Amount UDF 2

Disabled

Reserved for future use by your organization

Master Service Agreements Picker UDF 1

Disabled

Reserved for future use by your organization

Master Service Agreements Picker UDF 2

Disabled

Reserved for future use by your organization

Additional Notes

The MSA Additional Notes block is reserved for future use by your organization.

Field Name

Access

Description

Master Service Agreements Text 255 UDF 1

Disabled

Reserved for future use by your organization

Master Service Agreements Text 255 UDF 2

Disabled

Reserved for future use by your organization

Master Service Agreements Text 255 UDF 3

Disabled

Reserved for future use by your organization

Master Service Agreements Text 255 UDF 4

Disabled

Reserved for future use by your organization

Master Service Agreements Long Text UDF 1

Disabled

Reserved for future use by your organization

Master Service Agreements Long Text UDF 2

Disabled

Reserved for future use by your organization

Consolidating Line Items

Master Service Agreement line items can be consolidated from the following business processes: Master Service Agreement

Completing the Line Items tab

MSA Line Items

Cost for this MSA line item. This can be entered either as lump sum or unit rate.

Field Name

Access

Description

Item Quantity

Editable

Enter the item quantity.

Unit of Measure

Editable

Enter the Unit of Measure used for the Unit Quantity and Cost Per Unit amounts.

Item Unit Cost

Editable

Enter the item unit cost.

Amount

Read-Only

Amount of this line item

Description

Enter additional information specific to this MSA line item.

Field Name

Access

Description

Short Description

Required

Enter a description of 250 characters or fewer.

Detailed Line Item Description

Editable

Enter additional detailed information about the line item description field.

Additional Information

The MSA Line Item Additional Information block is reserved for future use by your organization.

Field Name

Access

Description

MSA Line Item UDF PD 1

Disabled

Reserved for future use by your organization

MSA Line Item UDF Text 255 1

Disabled

Reserved for future use by your organization

MSA Line Item UDF CA 1

Disabled

Reserved for future use by your organization

MSA Line Item UDF DA 1

Disabled

Reserved for future use by your organization



Last Published Monday, April 14, 2025