Creating an Agreement from a Contract Request[edit]


= Creating an Agreement from a Contract Request =

You navigate to this page from an approved request. From here, you can specify basic details of the Agreement, select the attributes and template to be used and publish and send the agreement for approval.

There are several ways to create agreements in ICM:

Copy an Existing Agreement and make changes to the copy. Create an Agreement from a Contract Request. Create a new Agreement using the Create Agreement tile. This help page describes this process.

A user role defines controls or permissions given to a user. '''ICM''' has the following predefined user roles for the '''Agreements''' feature:

*'''Contract Admin''' 
*'''Primary Owner''' 
*'''Approver''' 
*'''Reviewer''' 
*'''Deviation Approver''' 

You can create an Agreement from a [[Glossary|Contract Request]] if you are assigned a role of a '''Contract Admin'''.<br/> While creating a Request, the '''Requestor''' (primary owner) adds the '''Contract Admin''' to the team.<br/> After the Request is approved, you receive the Notification for the same. You can check this notification under the '''Notifications''' tile. Then, click the appropriate Request link to review the Request information and create the Agreement.

To create an '''Agreement''' from a Request:

1. Click the '''Notifications''' tile on the Home page, and then click the '''Tasks''' tab. A list of tasks and notifications appears.

2. Select the requests that are awaiting your action.

3. Review the information and then click '''Create Contract'''.
<div class="note-box">'''Note''': If you click '''Return to Requester''', the request goes back to the business partner.</div> 
4. The '''Create Agreement''' page consists of four tabs:

*'''Contract Type Details''' 
*'''Attributes''' 
*'''Select Template''' 
*'''Verify''' 

5. Provide appropriate information on each tab as follows, and click '''Next''' to go to the next tab.

*'''Contract Type Details''' 

{| class="wikitable"
|- style="vertical-align:top;"
! style="height:10px; width:200px; text-align:left;" | '''Field'''
! style="height:10px; width:300px; text-align:left;" | '''Action'''
|- style="horizontal-align:top;"
| style="height:10px; width:200px; text-align:left;" | Category
| style="height:10px; width:300px; text-align:left;" | Default
|- style="horizontal-align:top;"
| style="height:10px; width:200px; text-align:left;" | Contract Type Name
| style="height:10px; width:300px; text-align:left;" | MSA2
|- style="horizontal-align:top;"
| style="height:10px; width:200px; text-align:left;" | Type of Paper
| style="height:10px; width:300px; text-align:left;" | Own
|}

*'''Attributes''' 

The attributes and the information entered in the Attributes tab is inherited from the Contract Request.<br/> Enter appropriate information in the respective fields.

*'''Select Template''' 

The '''Select Template''' tab displays the templates that you have created for a particular contract type.

*'''Verify''' 

Verify the details you have entered to create an Agreement.

<br/> 6. Select an '''appropriate template'''. Verify all the agreement information.

7. Click '''Create''' to create a Contract.

:- Click '''Create and Publish''' to create the contract and publish it at the same time. 
:- Click '''Create and Send for approval''' to create and then send a contract for approval. 
<div class="note-box">'''Note''': If you click '''Create''', a Contract is created even if you do not enter details in the mandatory Attributes.<br/> However, if you have not entered details in the mandatory Attributes; and you click '''Create and Publish''', a message appears as: <font face="Courier">''''Value for field (field name) is mandatory.''''</font></div> 
<font face="Courier">&nbsp;</font>