Maintaining Document Details

Use the Document Details page (CS_DOC_CHANGE_SP) to maintain document details.

Navigation:

Supplier Contracts > Create Contracts > Document Management. Click the Document Details link on the Document Management page.

Document detail attributes provide additional details about a document that you can maintain. For example, the document sponsor and department represent the sponsoring user and organization for the document. You can also maintain the begin and expiration dates on this page for ad hoc contracts.

If you are using document types and want to change the type, it must match the current configurator ID. If you want to use a different configurator ID, you must re-create the document.

When the source transaction is for Purchasing Contracts, the contract style is disabled. For Purchasing Contracts, the contract style must be changed on the contract itself and the change will be reflected in Document Management.

For contracts that are related to purchasing, the Begin Date and Expire Date fields do not appear because the purchasing contract or purchase order contact already contains a begin and expiration date. The attribute details on the Document Management page always represent the current attributes for the ad hoc, purchasing contract, or purchase order document. Purchasing and purchase order contracts supplement other page values that are associated with the transactional contract itself. You can reference attributes as bind variables in documents, and you can perform searches based on document detail attributes.

For Ad Hoc documents a supplier field appears on the page and can be used to link the document to any active supplier.  This may be useful for documents that were created as part of the supplier onboarding process and now have an existing supplier record.

You can also use this page to view and update corresponding user-defined fields associated to the document. In addition, if you are an authorized specialist, depending on the settings on the User Preferences page, you can change the cycle start and due dates. The page also provides history related to when the document was created, collaborated, approved, executed, and dispatched. The system updates information on this page as the document goes through its life cycle.