Assign Contract Owners

Select the Assign Contract Owner task available in the Contracts work area to reassign the contract owner for a set of contracts that fit your search criteria.

You can search for all contracts owned by an employee who left your organization and reassign them to another employee, for instance.

This topic covers:

• The available search criteria for generating the list of contracts for reassignment

• Previewing a list of contract for reassignment

• Assigning the new owner

The Available Search Criteria for Generating the List of Contacts for Reassignment

The following search criteria are available for generating the list of contracts for reassignment:

• Intent

  Select Sell for customer contracts or Buy for supplier contracts. Your selection of contract intent is restricted by your privileges.

• Contract Type

  You can search for enterprise contracts by contract type. The list is restricted by the Intent you selected.

• Business Unit

  Displays all the business units that are enabled for contracts. This list is restricted by the Intent you selected, but you do not have to have privileges to manage contracts in a business unit to be able to reassign contracts from that unit.

• Status

  Contract status.

• External Party

  You can select suppliers or customers depending on the intent.

• Contract Owner

  You can select both current and past employees of your organization who own contracts.

Previewing a List of Contracts for Reassignment

You can preview a list of contracts that meet your search criteria by selecting View as your Action in the Assignment Details region.

Assigning the New Owner

You can reassign the ownership for the contracts that meet the search criteria by:

1. Selecting Update as your Action in the Assignment Details region.

2. Entering the new owner.