From ICIHelp7.15
Jump to: navigation, search
(Created page with "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 se...")
 
Line 1: Line 1:
 +
 +
= 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.
 
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:
 
There are several ways to create agreements in ICM:
  
−
Copy an Existing Agreement and make changes to the copy.
+
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.
−
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:
 
A user role defines controls or permissions given to a user. '''ICM''' has the following predefined user roles for the '''Agreements''' feature:
  
−
* '''Contract Admin'''
+
*'''Contract Admin'''  
−
* '''Primary Owner'''
+
*'''Primary Owner'''  
−
* '''Approver'''
+
*'''Approver'''  
−
* '''Reviewer'''
+
*'''Reviewer'''  
−
* '''Deviation Approver'''
+
*'''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/>
+
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.
−
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.<br/>
+
  
−
To create an '''Agreement''' from a Request:<br>
+
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.<br/>
+
1. Click the '''Notifications''' tile on the Home page, and then click the '''Tasks''' tab. A list of tasks and notifications appears.
−
:[[File: Request to agreement1.png]]<br/>
+
  
−
2. Select the requests that are awaiting your action. <br/>
+
:[[File:Request to agreement1.png|RTENOTITLE]]
  
−
3. Review the information and then click '''Create Contract'''.<br/>
+
2. Select the requests that are awaiting your action.
  
−
{| class="wikitable" |-style="horizontal:align-top;" 
+
3. Review the information and then click '''Create Contract'''.
−
|'''Note''': If you click '''Return to Requester''', the request goes back to the business partner. <br/>
+
 
 +
{| class="wikitable"
 +
|-
 +
| '''Note''': If you click '''Return to Requester''', the request goes back to the business partner.
 
|}
 
|}
  
−
4. The '''Create Agreement''' page consists of four tabs:
+
4. The '''Create Agreement''' page consists of four tabs:
  
−
* '''Contract Type Details'''
+
*'''Contract Type Details'''  
−
* '''Attributes'''
+
*'''Attributes'''  
−
* '''Select Template'''
+
*'''Select Template'''  
−
* '''Verify'''
+
*'''Verify'''  
  
−
[[File:Request agreement2.jpg]]<br/>
+
[[File:Request agreement2.jpg|RTENOTITLE]]
  
−
5. Provide appropriate information on each tab as follows, and click '''Next''' to go to the next tab.
+
5. Provide appropriate information on each tab as follows, and click '''Next''' to go to the next tab.
  
−
* '''Contract Type Details'''
+
*'''Contract Type Details'''  
  
 
{| class="wikitable"
 
{| class="wikitable"
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
−
!style="height:10px; width:200px; text-align:left;" | '''Field'''
+
! style="height:10px; width:200px; text-align:left;" | '''Field'''
−
!style="height:10px; width:300px; text-align:left;" | '''Action'''
+
! 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="horizontal-align:top;"
−
|style="height:10px; width:200px; text-align:left;" | Contract Type Name
+
| style="height:10px; width:200px; text-align:left;" | Category
−
|style="height:10px; width:300px; text-align:left;" | MSA2
+
| style="height:10px; width:300px; text-align:left;" | Default
 
|- style="horizontal-align:top;"
 
|- style="horizontal-align:top;"
−
|style="height:10px; width:200px; text-align:left;" | Type of Paper
+
| style="height:10px; width:200px; text-align:left;" | Contract Type Name
−
|style="height:10px; width:300px; text-align:left;" | Own
+
| style="height:10px; width:300px; text-align:left;" | MSA2
 
|- style="horizontal-align:top;"
 
|- style="horizontal-align:top;"
 +
| style="height:10px; width:200px; text-align:left;" | Type of Paper
 +
| style="height:10px; width:300px; text-align:left;" | Own
 
|}
 
|}
  
−
<br/>
+
&nbsp;
  
−
* '''Attributes''' <br/>
+
*'''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.<br/>
+
  
−
[[File:Request agreement5.jpg]]<br/><br/>
+
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'''<br/>
+
[[File:Request agreement5.jpg|RTENOTITLE]]<br/> &nbsp;
 +
 
 +
*'''Select Template'''  
  
 
The '''Select Template''' tab displays the templates that you have created for a particular contract type.
 
The '''Select Template''' tab displays the templates that you have created for a particular contract type.
  
−
[[File:Request agreement3.jpg]]<br/><br/>
+
[[File:Request agreement3.jpg|RTENOTITLE]]<br/> &nbsp;
  
−
* '''Verify'''  
+
*'''Verify'''  
  
−
Verify the details you have entered to create an Agreement. <br/>
+
Verify the details you have entered to create an Agreement.
  
−
[[File:Request agreement4.jpg]]<br/><br/>
+
[[File:Request agreement4.jpg|RTENOTITLE]]<br/> &nbsp;
  
−
6. Select an '''appropriate template'''. Verify all the agreement information.<br/>
+
6. Select an '''appropriate template'''. Verify all the agreement information.
  
−
7. Click '''Create''' to create a Contract. <br/>
+
7. Click '''Create''' to create a Contract.
−
: - Click '''Create and Publish''' to create the contract and publish it at the same time. <br/>
+
−
: - Click '''Create and Send for approval''' to create and then send a contract for approval.<br/>
+
  
−
{| class="wikitable" |-style="horizontal:align-top;" 
+
:- Click '''Create and Publish''' to create the contract and publish it at the same time.  
−
|'''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 New>''''Value for field (field name) is mandatory.''''</font><br/>
+
:- Click '''Create and Send for approval''' to create and then send a contract for approval.  
−
|}
+
  
 +
{| class="wikitable"
 +
|-
 +
| '''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>
 +
|}
  
−
</font>
+
</font> <link-page pageafter="Copy_an_Existing_Agreement |Copy an Existing Agreement" pagebefore="Create_a_Fresh_Contract/Agreement|Create a Fresh Contract/Agreement"></link-page>
−
<link-page pagebefore="Create_a_Fresh_Contract/Agreement|Create a Fresh Contract/Agreement" pageafter="Copy_an_Existing_Agreement |Copy an Existing Agreement" />
+

Revision as of 08:22, 17 March 2017

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 Contract Request if you are assigned a role of a Contract Admin.
While creating a Request, the Requestor (primary owner) adds the Contract Admin to the team.
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.

RTENOTITLE

2. Select the requests that are awaiting your action.

3. Review the information and then click Create Contract.

Note: If you click Return to Requester, the request goes back to the business partner.

4. The Create Agreement page consists of four tabs:

  • Contract Type Details
  • Attributes
  • Select Template
  • Verify

RTENOTITLE

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

  • Contract Type Details
Field Action
Category Default
Contract Type Name MSA2
Type of Paper Own

 

  • Attributes

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

RTENOTITLE
 

  • Select Template

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

RTENOTITLE
 

  • Verify

Verify the details you have entered to create an Agreement.

RTENOTITLE
 

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.
Note: If you click Create, a Contract is created even if you do not enter details in the mandatory Attributes.
However, if you have not entered details in the mandatory Attributes; and you click Create and Publish, a message appears as: 'Value for field (field name) is mandatory.'
</font>
Retrieved from "https://iciwikiapac.icertis.com:15443/ICIHelp7.15/index.php?title=Creating_an_Agreement_from_a_Contract_Request&oldid=4572"