Enter Request, Contract, and Interaction Details

After you create a contract request, you navigate to the Edit Contract Request guided process where you enter the request, contract, and interaction details.

Request details

In this first step, you enter the request details as follows:

Field	Description
Name	Unique name of the request. Read-only after creation.
Status	Read-only field.
Type	Contract request type. Only active contract request types from the Manage Contract Request Types UI will be listed here. Read-only after creation.
Due Date	Date on which the contract document needs to be ready. Provides information to the assignee to get the contract document ready by this date.
Description	Description of the request.
Party Name	Name of the customer, supplier or employee for whom the contract is created. The list of values is populated based on the contract request type intent. If the party doesn’t exist in the application, leave the field blank and enter the details of the party in the Party Details field.
Party Details	Name, address, and other details of the party. The assignee must create the party in the application manually based on this information.
Contact Name	Name of the party contact. If the contact doesn’t exist in the application, leave the field blank and enter the details of the contact in the Contact Details field.
Contact Details	Name, address, and other details of the contact. The assignee must create the contact in the application manually based on this information.
Owner	By default, the requester is the owner. If the requester is creating the request on behalf of some other person, the owner will be different than the requester.
Assignee Type	The assignee can be a resource organization or a resource (a contract team or a specific individual). If the request is assigned to an organization, then all the resources in the organization can view the request. If the request is assigned to a resource, only that resource and the managers of the resource in the upward hierarchy can view the request.
Assignee	Based on the Assignee Type, the values will be displayed. Assignee verifies if all the necessary information is present in the request to automatically create a contract.
Attachments	You can upload files that are applicable for the contract. The document with category Third-party Contract Document will be added to the contract that's created automatically in the Attached document section of the Terms tab and also as the Primary Contract Document (PCM). The document with category Supporting Document will be added in the contract in the Supporting Documents section in the Document tab. The documents with category Miscellaneous won't be added to the contract that's automatically created.

Contract details

This is the second step in the edit contract request guided process. The requester enters the details of the contract that needs to be created. The Create Contract button is enabled only for the assignee and not for the requester.

If the requester doesn't have some contract information, the assignee should enter these details before creating a contract.

Enter the contract details as per the following table.

Field	Description
Business Unit	Business unit associated with the contract.
Legal Entity	Legal entity for the business unit.
Contract Number	Represents the number of the contract. For contract types setup with auto numbering, this field will be read-only.
Contract Type	For contract types setup with auto numbering, this field will be read-only
Start Date	Identifies the start date of the contract.
End Date	Identifies the end date of the contract.
Currency	Represents the currency of the contract.

When the assignee clicks Create Contract, a contract is created based on the standard field mapping between the request details and the contract details. You can add custom application composer fields for the contract request object and map them to the standard or custom contract fields. See the Extend Contract Request section for more details.

The following table specifies the predefined mapping that are delivered as part of the feature:

This Request details field is mapped to...	This Contract field...
Party Name	Customer, Supplier or Employee based on the intent.
Contract Name	Will be added as a Supplier Contact or Customer Contact based on the intent. If there are multiple contact types, a contact type will be chosen randomly.
Business Unit	Business Unit
Legal Entity	Legal Entity
Number	Number
Type	Type Intent field will be derived based on the contract request type setup.
Start Date	Start Date
End Date	End Date
Currency	Currency
Attachments	The document added in the Attachment section with category: Third-party Contract Document will be added in the contract as Attached document in the Terms tab and that will be the Primary Contract Document (PCM). Supporting Document will be added in the contract in the Supporting Documents section in the Document tab. Miscellaneous won't be added to the contract.

Note: Contracts with header information only will be created. If the contract has lines, those lines need to be created manually by the assignee.

Once a contract is created, the assignee can drill-down to the contract by clicking on the Contract Number link. Once the contract is activated, the Download Contract button will be displayed on the Contract details page as shown from where the requester can download the contract document by clicking on the link.

Once a contract is created, the contract number is displayed in the Edit Contract Overview page as a link as highlighted in this sample screenshot.

Once the contract is created, the Source Document Details specifies Contract Request as the Source Application and the contract request number as the Source Document Number.

Interaction

In this final step 3 of the Contract Requests guided process, the requester and assignee can communicate with each other either by starting a conversation or sending emails. Conversation and mail history is captured. Typically, this is used to request or provide information about the contract that needs to be created.