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Shefali DK (Talk | contribs) |
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| − | + | === Create bulk agreements from the model agreement === | |
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| − | === Create bulk agreements from model agreement | + | |
#'''Click '''"Agreements". The Agreement Index page opens. '''Click '''"Create" on the top right. The "Create Agreement" page opens. | #'''Click '''"Agreements". The Agreement Index page opens. '''Click '''"Create" on the top right. The "Create Agreement" page opens. | ||
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<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation3.PNG|520px|8.0-AGreements-Approval-Bulk-Creation3.PNG]]</div> | <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation3.PNG|520px|8.0-AGreements-Approval-Bulk-Creation3.PNG]]</div> | ||
3. '''Click '''"Next". The Attributes page opens. | 3. '''Click '''"Next". The Attributes page opens. | ||
| − | <div class="image-green-border"> 4. '''Toggle '''the Enable Bulk Agreement Creation to "Yes".</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation2.PNG|720px|8.0-AGreements-Approval-Bulk-Creation2.PNG]]</div> <div class="image-green-border"><br/> 5. '''Enter '''the details in the remaining fields and '''click "'''Next". The Template Selection page opens.<br/> 6. '''Select '''the Template. <br/> 7. '''Click '''"Create and Publish". The model agreement is created.</div> <div class="image-green-border"> 8. '''Click "'''Generate Bulk Contracts" on three dots on the Agreement Details page.</div> <div class="image-green-border"> </div> <div class="image-green-border">'' [[File:8.0-AGreements-Approval-Bulk-Creation8.1.PNG|600px]]''</div> <div class="image-green-border">'' ''</div> <div class="image-green-border"> | + | <div class="image-green-border"> 4. '''Toggle '''the Enable Bulk Agreement Creation to "Yes".</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation2.PNG|720px|8.0-AGreements-Approval-Bulk-Creation2.PNG]]</div> <div class="image-green-border"><br/> 5. '''Enter '''the details in the remaining fields and '''click "'''Next". The Template Selection page opens.<br/> 6. '''Select '''the Template. <br/> 7. '''Click '''"Create and Publish". The model agreement is created.</div> <div class="image-green-border"> 8. '''Click "'''Generate Bulk Contracts" on three dots on the Agreement Details page.</div> <div class="image-green-border"> </div> <div class="image-green-border">'' [[File:8.0-AGreements-Approval-Bulk-Creation8.1.PNG|600px|8.0-AGreements-Approval-Bulk-Creation8.1.PNG]]''</div> <div class="image-green-border">'' ''</div> <div class="image-green-border">The window for entering the batch name for bulk creation opens. </div> |
| − | 9. '''Enter '''a batch name and '''click | + | 9. '''Enter '''a batch name and '''click '''Ok. For example: Bulk Approval Batch 112 |
<div class="image-green-border">[[File:Safadbc 5.png|400px|Safadbc 5.png]]</div> | <div class="image-green-border">[[File:Safadbc 5.png|400px|Safadbc 5.png]]</div> | ||
The Batch created successfully message is displayed and the bulk agreements are created from model agreement. | The Batch created successfully message is displayed and the bulk agreements are created from model agreement. | ||
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10. '''Click '''on Agreement > Agreements on . The Agreement index page opens.<br/> 11. '''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, BulkApprovalBatch. The list of all bulk agreements with that batch name opens. | 10. '''Click '''on Agreement > Agreements on . The Agreement index page opens.<br/> 11. '''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, BulkApprovalBatch. The list of all bulk agreements with that batch name opens. | ||
<div class="image-green-border">[[File:Safadbc 6.png|720px|Safadbc 6.png]]</div> | <div class="image-green-border">[[File:Safadbc 6.png|720px|Safadbc 6.png]]</div> | ||
| − | 12. '''Click | + | 12. '''Click '''View icon next to one of the agreement. The Agreement page opens.<br/> The agreement is created in Approved state as there are no Approvers added to the Team under Approvers tab. |
| − | <div class="image-green-border">When there are approvers added to the agreements team, the agreement is sent for approval as part of bulk creation process and created with status as ''Waiting for Approval''.</div> | + | <div class="image-green-border">When there are approvers added to the agreements team, the agreement is sent for approval as part of bulk creation process and created with status as ''Waiting for Approval''.</div> |
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== Configuring Templates for bulk Agreements == | == Configuring Templates for bulk Agreements == | ||
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#'''Click '''Agreement Management > Create Agreement. The Create Agreement page opens. | #'''Click '''Agreement Management > Create Agreement. The Create Agreement page opens. | ||
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes. | #'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes. | ||
| − | <div class="image-green-border"> 3. '''Click '''Next. The Attributes page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 8.png|720px|Safadbc 8.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> 4. '''Toggle '''the Enable Bulk Agreement Creation to Yes.<br/> 5. '''Enter '''the details in remaining fields and '''click '''Next. The Select Template page opens.<br/> 6. '''Select '''the Template. For example, AB model agreement template.</div> <div class="image-green-border"> 7. '''Click '''Next.<br/> 8. '''Click '''Create and Publish. The model agreement is created with the selected template.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 9.png|720px|Safadbc 9.png]]</div> <div class="image-green-border"><br/> 9. '''Click '''Three Dots Icon''' '''& then''' '''Generate Bulk Contracts. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File: | + | <div class="image-green-border"> 3. '''Click '''Next. The Attributes page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 8.png|720px|Safadbc 8.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> 4. '''Toggle '''the Enable Bulk Agreement Creation to Yes.<br/> 5. '''Enter '''the details in remaining fields and '''click '''Next. The Select Template page opens.<br/> 6. '''Select '''the Template. For example, AB model agreement template.</div> <div class="image-green-border"> 7. '''Click '''Next.<br/> 8. '''Click '''Create and Publish. The model agreement is created with the selected template.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 9.png|720px|Safadbc 9.png]]</div> <div class="image-green-border"><br/> 9. '''Click '''Three Dots Icon''' '''& then''' '''Generate Bulk Contracts. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation8.1.PNG|600px]]</div> |
The window opens for entering the batch name for bulk creation. | The window opens for entering the batch name for bulk creation. | ||
<br/> 10. '''Enter '''abatch name and '''click '''''Ok''. | <br/> 10. '''Enter '''abatch name and '''click '''''Ok''. | ||
| − | <div class="image-green-border">[[File:Safadbc 11.png| | + | <div class="image-green-border">[[File:Safadbc 11.png|400px|Safadbc 11.png]]</div> |
''The Batch created successfully message'' is displayed and the bulk agreements are created from model agreement.<br/> When ''Enable Template ReEvaluation ''attribute is set to ''Yes'', the ''Template Selection'' rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different from model agreement depending on the configured rules. | ''The Batch created successfully message'' is displayed and the bulk agreements are created from model agreement.<br/> When ''Enable Template ReEvaluation ''attribute is set to ''Yes'', the ''Template Selection'' rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different from model agreement depending on the configured rules. | ||
Revision as of 08:15, 2 February 2022
Contents
Sending agreements for approval during bulk creation
Users can send agreements for approval as a part of bulk creation process by configuring Target Workflow Action attribute in the bulk configuration masterdata contract type.
Configuring a Masterdata Attribute
1.Click "Configure" > "Masterdata". The "Masterdata" index page opens.
2. Click the"View Details" eye icon next to the existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata details page opens.
3. Click "Edit". The "Edit Masterdata" page opens.
4. Select "Send for Approval" in the "Target Workflow Action" attribute.
5. Click "Update". The masterdata will be updated.
When the value of configuration attribute Target Workflow Action in masterdata is Send For Approval, and bulk agreements are generated on the model agreement:
- Approvers get added to the agreement’s team based on the configured rules.
- Agreements will be sent for approval to the approver(s), and the agreement status will be updated to Waiting for Approval.
- If no approver is present in the agreements team, the agreement will be approved directly and its status will be updated as Approved.
- When the value of Target Workflow Action is Publish, agreements will be created in Draft status.
Create bulk agreements from the model agreement
- Click "Agreements". The Agreement Index page opens. Click "Create" on the top right. The "Create Agreement" page opens.
- Select the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
3. Click "Next". The Attributes page opens.
4. Toggle the Enable Bulk Agreement Creation to "Yes".
5. Enter the details in the remaining fields and click "Next". The Template Selection page opens.
6. Select the Template.
7. Click "Create and Publish". The model agreement is created.
8. Click "Generate Bulk Contracts" on three dots on the Agreement Details page.
The window for entering the batch name for bulk creation opens.
9. Enter a batch name and click Ok. For example: Bulk Approval Batch 112
The Batch created successfully message is displayed and the bulk agreements are created from model agreement.
To view bulk created agreements:
10. Click on Agreement > Agreements on . The Agreement index page opens.
11. Search for the bulk created agreements with the the batch name provided during bulk creation process. For example, BulkApprovalBatch. The list of all bulk agreements with that batch name opens.
12. Click View icon next to one of the agreement. The Agreement page opens.
The agreement is created in Approved state as there are no Approvers added to the Team under Approvers tab.
When there are approvers added to the agreements team, the agreement is sent for approval as part of bulk creation process and created with status as Waiting for Approval.
Configuring Templates for bulk Agreements
Users can decide whether Model agreement and bulk agreements would have same template during the bulk creation process by configuring Enable Template ReEvaluation attribute in the bulk configuration masterdata contract type. When Enable Template ReEvaluation attribute in masterdata is set to Yes, the templates used for creating bulk agreements will be different than parent model agreement.
- WhenEnable Template ReEvaluation attribute is set to Yes, the Template Selection rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different than model agreement depending on the configured rules.
- When the Enable Template ReEvaluation attribute is set to No, the template used for bulk created and model agreements will be same.
Note: Any Template selection rule configured for bulk creation will not be evaluated if Enable Template ReEvaluation value is No.
Configure a masterdata attribute:
- Click Configure > Masterdata > Masterdata. The Masterdata index page opens.
- Click View icon next to existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata Details page opens.
- Click Edit. The Edit Masterdata page opens.
- Toggle Enable Template ReEvaluation to Yes.
- Click Update. The masterdata is updated.
Create bulk agreements from model agreement:
- Click Agreement Management > Create Agreement. The Create Agreement page opens.
- Select the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
3. Click Next. The Attributes page opens.
4. Toggle the Enable Bulk Agreement Creation to Yes.
5. Enter the details in remaining fields and click Next. The Select Template page opens.
6. Select the Template. For example, AB model agreement template.
5. Enter the details in remaining fields and click Next. The Select Template page opens.
6. Select the Template. For example, AB model agreement template.
7. Click Next.
8. Click Create and Publish. The model agreement is created with the selected template.
8. Click Create and Publish. The model agreement is created with the selected template.
9. Click Three Dots Icon & then Generate Bulk Contracts.
The window opens for entering the batch name for bulk creation.
10. Enter abatch name and click Ok.
The Batch created successfully message is displayed and the bulk agreements are created from model agreement.
When Enable Template ReEvaluation attribute is set to Yes, the Template Selection rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different from model agreement depending on the configured rules.
To view bulk created agreements:
- Click onAgreement on . The Agreements index page opens.
- Search for the bulk created agreements with the the batch name provided during bulk creation process. For example, BulkApprovalBatch. The list of all bulk created agreements with that batch name opens.
3. Click View icon next to one of the agreement. The Agreement Details page opens.
4. Click Split View button in on top right corner . The agreement preview opens on the same page right side as a splited view.
Here, the template of bulk agreement is different than the template of model agreement as the Enable Template ReEvaluation is set to Yes in bulk configuration masterdata and the Template Selection rule re-evaluated and assigned different template for bulk agreement creation.
Related Topics: Agreement Management | Agreements |
