From ICIHelp7.15
Jump to: navigation, search
 
(30 intermediate revisions by 5 users not shown)
Line 1: Line 1:
−
<font face=" Segoe UI ">
 
  
−
[[ICM Help| Home]] > [[Contract Types]]
+
= Edit a Contract Type =
  
−
With ICM, you can edit a contract type at any state. For example, you can edit a contract type that is published. However, you have to approve the contract type again.<br/>
+
With ICI, you can edit a Contract Type in&nbsp;any state, such as Draft, Published, and so on.&nbsp;However, you have to approve the Contract Type again.
  
−
If you edit a contract type in the '''Approved''' state, and '''Update''' the same, the status of the contract type changes to '''Draft'''.<br/> Then the contract type needs to go through an approval process in order to achieve an '''Approved''' state. <br/>
+
If you edit a Contract Type in the Approved state, and update the name, the status of the Contract Type changes to ''Draft''.<br/> Then the Contract Type needs to go through an approval process to get to the&nbsp;''Approved'' state.
  
−
To edit a contract type:<br/>
+
To edit a Contract Type:
  
−
1. In the '''Contract Type''' list, click [[File: View.jpeg]] to view the contract type that you want to edit. The contract summary page appears.<br/>
+
#'''Click''' [[File:Eyeball.png|RTENOTITLE]]&nbsp;in the Contract Type list, to view the Contract Type that you want to edit. The ''Contract Summary'' page opens.  
 +
#'''Click''' ''Edit''. The ''Edit Contract Type'' page opens.
 +
<div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': You can edit only those Contract Types that have status as&nbsp;''Draft or''&nbsp;''Approved.&nbsp;''</div> <ol start="3">
 +
<li>The ''Edit Contract Type'' page consists of following tabs:
 +
#Details
 +
#Attributes
 +
#Associations
 +
#Display Preference
 +
#Team
 +
#Verify  </li>
  
−
2. Click '''Edit'''. The '''Edit Contract Type''' wizard appears.<br/><br/>
+
<div class="image-green-border">&nbsp;</div>  
 +
=== Details ===
  
−
[[File:Edit_Contract_Type_1.png]]<br/><br/>
+
On the ''Details'' tab, edit the Contract Type information,&nbsp;make appropriate changes, and '''click''' ''Next''. The ''Attributes'' tab opens.
 +
<div class="note-box">'''Note''': On the&nbsp;''Details&nbsp;''tab, you can edit all the fields except the ''Contract Type Name'' and ''Contract Type Code'' fields.&nbsp;</div>  
 +
&nbsp;
  
−
{| class="wikitable" |-style="horizontal:align-top;"
+
=== Attributes ===
−
| '''Note:''' You can edit only those contract types with the status as '''Draft''' and '''Approved'''.<br/>
+
−
|}
+
−
3. The '''Edit Contract Type''' page consists of six tabs:<br/>
+
  
−
* '''Details'''<br/>
+
On the ''Attributes'' tab, add or modify appropriate attributes for the Contract Type, and then '''click''' ''Next''. The ''Association'' tab appears.
−
* '''Attributes'''<br/>
+
−
* '''Associations'''<br/>
+
−
* '''Display Preference'''<br/>
+
−
* '''Team'''<br/>
+
−
* '''Verify'''<br/>
+
  
−
----
+
You can edit the following attributes, get approval, and you do not need to publish the Contract Type again:
  
−
* '''Details'''<br/>
+
:Details tab:
  
−
On  the '''Details''' tab, edit the contract type information and make appropriate changes, and click '''Next'''. The '''Attributes''' tab appears.<br/><br/>
+
:
 +
::
 +
::*Allow Third Party Paper   
  
−
[[File:Edit_Contract_Type_2.png]]<br/><br/>
+
:
 +
::
 +
::*Allow Clause Assembly   
  
−
{| class="wikitable" |-style="horizontal:align-top;"
+
:
−
| '''Note:''' On the Details tab, you can edit all the fields except the '''Contract Type Name''' and '''Contract Type Code''' fields.<br/>
+
::
−
|}
+
::*QR Code   
  
−
* '''Attributes'''<br/>
+
:Attributes tab:
  
−
On the '''Attributes''' tab, add or modify appropriate attributes for the contract type, and then click '''Next'''. The '''Association''' tab appears.<br/>
+
:
 +
::
 +
::*Update Attribute   
  
−
[[File:Edit_Contract_Type_3.png]]<br/><br/>
+
:
 +
::
 +
::*Attribute Group   
  
−
'''You can edit the following attributes, get approval, and you do not need to publish the Contract Type again.'''<br/>
+
:
 +
::
 +
::*Source   
  
−
'''Details''' tab <br/>
+
:
 +
::
 +
::*Tracking Attribute   
  
−
* Allow Third Party Paper<br/>
+
:
 +
::
 +
::*Is Unique   
  
−
* Allow Clause Assembly<br/>
+
:
 +
::
 +
::*Defined By Rule   
  
−
* QR Code<br/>
+
:
 +
::
 +
::*Is Inherit   
  
−
'''Attributes''' tab <br/>
+
:
 +
::
 +
::*Is Conditional and Depends On Attribute   
  
−
* Update Attribute<br/>
+
:
 +
::
 +
::*Choice values and multi-select choice values   
  
−
:* Attribute Group<br/>
+
:
 +
::
 +
::*Is Cascade, Cascade On   
  
−
:* Source.<br/>
+
:Association tab:
  
−
:* Tracking Attribute<br/>
+
:
 +
::
 +
::*Update Association   
  
−
:* Is Unique<br/>
+
:
 +
::
 +
::*Allow Inheritance   
  
−
:* Defined By Rule<br/>
+
:Display Preference tab:
  
−
:* Is Inherit<br/>
+
:
 +
::
 +
::*Display preference for Agreement details view   
  
−
:* Is Conditional and Depends On Attribute.<br/>
+
:Team tab:
  
−
:* Choice values and multi select choice values<br/>
+
:
 +
::
 +
::*Team changes   
  
−
:* Is Cascade, Cascade On<br/>
+
:Associated Document tab:
  
−
'''Association''' tab <br/>
+
:
−
+
::
−
* Update Association<br/>
+
::*Allow Document Assembly   
  
−
:* Allow Inheritance<br/>
+
:
 +
::
 +
::*Constraint   
  
−
'''Display Preference''' tab <br/>
+
&nbsp;
  
−
* Display preference for agreement details view<br/>
+
=== Association ===
  
−
'''Team''' tab <br/>
+
On the ''Associations'' tab, add and modify an Association for the Contract Type, and then '''click''' ''Next''.
  
−
* Team changes<br/>
+
The Display Preference tab appears.
  
 +
&nbsp;
  
−
'''Associated Document'''<br/>
+
=== Display Preference ===
  
−
:* Allow Document Assembly<br/>
+
'''Select''' appropriate attributes on the ''Display Preference'' tab, select appropriate attributes so that you can view them on the ''Agreement''&nbsp;tile and&nbsp;''Agreement Details''&nbsp;page.
  
−
:* Constraint<br/>
+
'''Click''' ''Next''. The ''Team'' tab appears.<br/> &nbsp;
  
−
----
+
=== Team ===
  
 +
'''Click''' ''Next''. The ''Verify'' tab appears.<br/> &nbsp;
  
−
* '''Association'''<br/>
+
=== Verify ===
  
−
On the '''Associations''' tab, add and modify an Association for the contract type, and then click '''Next'''.<br/><br/>
+
You can view all the existing information related to the Contract Type on the ''Verify&nbsp;''tab.&nbsp;<br/> '''Click''' ''Previous'' if you want to go back to the previous tab. '''Click''' ''Update'' to update the ''Contract Type''.
−
+
−
[[File:EditContractTypeAssociations.png]]<br/><br/>
+
  
−
The '''Display Preference''' tab appears.<br/><br/>
+
To learn how send a Contract Type for approval in detail, '''click''' [[Send_the_Contract_Type_for_Approval|Send the Contract Type for Approval]]
  
−
* '''Display Preference'''<br/>
+
&nbsp;
  
−
On the '''Display Preference''' tab, select appropriate attributes so that they appear in the Agreement tile view and the Agreement details view.<br/>
+
&nbsp;
  
−
[[File:Edit_Contract_Type_-_Display_Preference.png]]<br/><br/>
+
&nbsp;
  
−
Click '''Next'''. The '''Team''' tab appears.<br/><br/>
+
'''Related Topics:&nbsp;'''[[Send_the_Contract_Type_for_Approval|Send the Contract Type for Approval]] |
−
 
+
−
* '''Team'''<br/>
+
−
 
+
−
[[File:Edit_Contract_Type_6.png]]<br/><br/>
+
−
 
+
−
Click '''Next'''. The '''Verify''' tab appears.<br/><br/>
+
−
 
+
−
* '''Verify'''<br/>
+
−
 
+
−
On the '''Verify''' tab, you can view all the existing information related to the contract type.<br/><br/>
+
−
 
+
−
[[File:Edit_Contract_Type_7.png]]<br/><br/>
+
−
+
−
Click '''Previous''' if you want to go back to the previous tab. Click '''Update''' to update the '''Contract Type'''.<br/>
+
−
 
+
−
 
+
−
Related Topics: <br/>
+
−
[[ICM Help]]<br/>
+
−
</font>
+
−
<link-page pagebefore="Publish_a_Contract_Type| Publish a Contract Type" />
+

Latest revision as of 11:07, 18 November 2020

Edit a Contract Type

With ICI, you can edit a Contract Type in any state, such as Draft, Published, and so on. However, you have to approve the Contract Type again.

If you edit a Contract Type in the Approved state, and update the name, the status of the Contract Type changes to Draft.
Then the Contract Type needs to go through an approval process to get to the Approved state.

To edit a Contract Type:

  1. Click RTENOTITLE in the Contract Type list, to view the Contract Type that you want to edit. The Contract Summary page opens.
  2. Click Edit. The Edit Contract Type page opens.
 
Note: You can edit only those Contract Types that have status as Draft or Approved. 
  1. The Edit Contract Type page consists of following tabs:
    1. Details
    2. Attributes
    3. Associations
    4. Display Preference
    5. Team
    6. Verify
     

    Details

    On the Details tab, edit the Contract Type information, make appropriate changes, and click Next. The Attributes tab opens.

    Note: On the Details tab, you can edit all the fields except the Contract Type Name and Contract Type Code fields. 

     

    Attributes

    On the Attributes tab, add or modify appropriate attributes for the Contract Type, and then click Next. The Association tab appears.

    You can edit the following attributes, get approval, and you do not need to publish the Contract Type again:

    Details tab:
    • Allow Third Party Paper
    • Allow Clause Assembly
    • QR Code
    Attributes tab:
    • Update Attribute
    • Attribute Group
    • Source
    • Tracking Attribute
    • Is Unique
    • Defined By Rule
    • Is Inherit
    • Is Conditional and Depends On Attribute
    • Choice values and multi-select choice values
    • Is Cascade, Cascade On
    Association tab:
    • Update Association
    • Allow Inheritance
    Display Preference tab:
    • Display preference for Agreement details view
    Team tab:
    • Team changes
    Associated Document tab:
    • Allow Document Assembly
    • Constraint

     

    Association

    On the Associations tab, add and modify an Association for the Contract Type, and then click Next.

    The Display Preference tab appears.

     

    Display Preference

    Select appropriate attributes on the Display Preference tab, select appropriate attributes so that you can view them on the Agreement tile and Agreement Details page.

    Click Next. The Team tab appears.
     

    Team

    Click Next. The Verify tab appears.
     

    Verify

    You can view all the existing information related to the Contract Type on the Verify tab. 
    Click Previous if you want to go back to the previous tab. Click Update to update the Contract Type.

    To learn how send a Contract Type for approval in detail, click Send the Contract Type for Approval

     

     

     

    Related Topics: Send the Contract Type for Approval |
Retrieved from "https://iciwikiapac.icertis.com:15443/ICIHelp7.15/index.php?title=Edit_a_Contract_Type&oldid=15563"