Contract General Information

Defining a contract header is the first step in setting up a new contract. The Generate process in PeopleSoft Proposal Management fills in the appropriate fields based on the defaults that you set up for the contracts business unit and on information contained in the proposal.

Contract fields are available for editing until you activate the contract. Then all fields, except for the Contract Status field, become display-only. Any changes to the Contract Entry components must be made through amendment processing.

Before activating a contract, look at the fields on the page to verify that it is the correct contract. Change the contract status to Active. A processing status of Active indicates that all data for the contract is entered into the system, and that the contract has passed system data validation. A contract must have a status of Active for any contract element to be available for processing. Contracts with an Active status have these attributes:

• Data fields are available for entry only through amendment processing.

• Downstream processing is enabled for the contract.

• The system has confirmed entry of the required fields and has validated contract data.

• The contract is included in prompt pages.

• Contract amendment control is active for the contract.