What validation checks are performed for contract terms templates?

The application performs validation checks for all contract terms templates. You must fix all errors before templates can be sent for approval. Fixing warnings is optional.

Here are the validations for terms templates, including validations for terms template that contain deliverables.

Validation Check

Type

Action

The template contains incompatible clauses.

Warning

Remove one of the incompatible clauses.

A clause you added to the template is in the draft status.

Error

While you can add draft clauses when creating a contract terms template, these clauses must be approved before the template can be sent for approval.

If you create the draft clauses as part of the contract terms template, then these clauses are submitted for approval along with the template.

A clause in the template is in inactive, on hold, or rejected status.

If a previous approved version of the clause is available, then this message does not appear. The template continues to use the previously approved version.

Error

You must obtain approval for the clause and resubmit the template for approval.

The template contains more than one alternate clause.

Error

You must remove one of the alternates.

Contract Expert suggested clauses specific to the activated rules associated with the terms template are not marked as conditional clauses on the terms template.

Warning

You must mark these clauses as conditional clauses on the terms template.

Contract Expert suggested clauses specific to the activated rules associated with the terms template are flagged as unconditional clauses on the terms template.

Warning

You must mark these clauses as conditional clauses on the terms template.

The template contains conditional clauses that are not Contract Expert suggested clauses specific to the activated rules associated with the terms template.

Warning

You must either remove these clauses or mark them as unconditional clauses on the terms template.

If the template is a translation of another template, then the template it was translated from must be valid on the date you validate the translation.

Error

Obtain approval of the template you are translating before resubmitting.

Template contains no clauses.

Warning

Clauses are not required in a template.

The requester or the internal and escalation contacts in the deliverable are invalid.

Error

You must enter different requester or contacts. The internal contact and requester must be employees with e-mail addresses to receive notifications.

Supplier / customer contact is invalid.

Error

The supplier or customer must be entered as a contact with an e-mail address.

Deliverable dates are missing.

Error

Enter the missing dates.