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= Fulfilling a Commitment =
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Every Agreement or Contract has obligations associated with it. The obligations are towards the transactions, clauses, and so on.&nbsp;[[Glossary|Commitment]] is like a reminder to fulfil these obligations. For example, reminding supplier about contract expiry.<br/> The Primary Owner creates a commitment to keep a track of a certain task relating to an agreement. The commitment owner on the due date of commitment, takes the appropriate action to fulfil the Commitment. For example, a Commitment may be to remind a supplier to provide necessary information on time , or to renew a contract, and so on.
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To fulfil&nbsp;a Commitment:
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#On the ''Dashboard'', '''click '''the ''Notifications'' tile, and then the ''Commitments ''tab. List of commitments that you need to fulfil appear.
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[[File:Commitments 1.png|RTENOTITLE]]
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<ol start="2">
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<li>'''Click '''the ''Take action on commitment&nbsp;[[File:Take action icon.png|RTENOTITLE]]''icon next to the Commitment that you need to take action on. A pop-up window opens to display the ''Add Action Details'' and the ''Commitment Details ''for the Commitment.&nbsp;</li>
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</ol>
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[[File:Commitments 2.png|RTENOTITLE]]
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<ol start="3">
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<li>In the ''Add Action Details'' tab, enter the following information:
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#In the&nbsp;''Action Taken&nbsp;''box,&nbsp;'''type&nbsp;'''the details of the action you have taken on the Commitment.&nbsp;
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#In the&nbsp;''Action Date&nbsp;''box,&nbsp;'''type&nbsp;'''or select the action date from calendar.
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#In the&nbsp;''Remarks&nbsp;''box,&nbsp;'''type&nbsp;'''your remarks if any.&nbsp;
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#In the&nbsp;''Commitment&nbsp;''status list,&nbsp;'''select&nbsp;'''one of the following:&nbsp;  </li>
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*Cancelled
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*Failed&nbsp;
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*Postponed
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*Succeeded
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If you select the status&nbsp;''Postponed'', the ''New Expected Completion Date'' box appears.<br/> '''Type''' or '''select''' the new date from calendar.
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<ol start="4">
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<li>In the ''File'' field, '''click''' ''Select File'' to upload supporting documents.</li>
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<li>'''Click '''''Save'''''.''' The message appears as follows:</li>
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</ol>
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''Commitment will not be editable anymore. Do you want to continue?''
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<ol start="6">
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<li>'''Click''' ''Save'''''.'''</li>
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</ol>
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'''[[File:Commitments 3.png|RTENOTITLE]]'''
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<ol start="7">
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<li>'''Click&nbsp;'''''Select fields&nbsp;''to add the&nbsp;''Commitment State&nbsp;''attribute to the Attributes list for a particular Agreement.&nbsp; The&nbsp;''Select Columns&nbsp;''popup opens where you can select the desired attributes and&nbsp;'''click&nbsp;'''''Apply&nbsp;''to apply the selected fields.&nbsp;</li>
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</ol>
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[[File:Agreement Management- Commitments- Apply Select Fields.png|850x350px|Agreement Management- Commitments- Apply Select Fields.png]]
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[[File:Agreement Management- Commitments- Commitment State.png|850x350px|Agreement Management- Commitments- Commitment State.png]]
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''Search ''allows you to search the customized values and the facet ''Search ''displays values of the commitment state and the count.
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The customized values are also reflected in the existing Reports.
  
 
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Revision as of 11:54, 7 May 2019

Compliance Management

The Compliance Management tile enables you to go through all Commitments available and  take required actions on them. It consists of following tiles:

Commitments

Every Agreement has obligations associated with it. These obligations are known as Commitments. You can manage Commitments by setting up reminders, transaction clauses, review timelines and much more using the Commitment Management tile on the Dashboard.

From the Commitments tile you can:

  • See the complete list of Commitments available, and search Commitments in variety of ways in the same way as for Agreements through Searching Agreements and Requests.
  • Customize this page. Refer to Navigating_in_ICM for details.
  • Go to the specific Agreement Details page for which the Commitment was created by clicking the View Record RTENOTITLE icon

 

Fulfilling a Commitment

Every Agreement or Contract has obligations associated with it. The obligations are towards the transactions, clauses, and so on. Commitment is like a reminder to fulfil these obligations. For example, reminding supplier about contract expiry.
The Primary Owner creates a commitment to keep a track of a certain task relating to an agreement. The commitment owner on the due date of commitment, takes the appropriate action to fulfil the Commitment. For example, a Commitment may be to remind a supplier to provide necessary information on time , or to renew a contract, and so on.

To fulfil a Commitment:

  1. On the Dashboard, click the Notifications tile, and then the Commitments tab. List of commitments that you need to fulfil appear.

RTENOTITLE

  1. Click the Take action on commitment RTENOTITLEicon next to the Commitment that you need to take action on. A pop-up window opens to display the Add Action Details and the Commitment Details for the Commitment. 

RTENOTITLE

  1. In the Add Action Details tab, enter the following information:
    1. In the Action Taken box, type the details of the action you have taken on the Commitment. 
    2. In the Action Date box, type or select the action date from calendar.
    3. In the Remarks box, type your remarks if any. 
    4. In the Commitment status list, select one of the following: 
    • Cancelled
    • Failed 
    • Postponed
    • Succeeded
    If you select the status Postponed, the New Expected Completion Date box appears.
    Type or select the new date from calendar.
    1. In the File field, click Select File to upload supporting documents.
    2. Click Save. The message appears as follows:

    Commitment will not be editable anymore. Do you want to continue?

    1. Click Save.

    RTENOTITLE

    1. Click Select fields to add the Commitment State attribute to the Attributes list for a particular Agreement.  The Select Columns popup opens where you can select the desired attributes and click Apply to apply the selected fields. 

    Agreement Management- Commitments- Apply Select Fields.png

    Agreement Management- Commitments- Commitment State.png

    Search allows you to search the customized values and the facet Search displays values of the commitment state and the count.

    The customized values are also reflected in the existing Reports.

     

     

     

    Related Topics: Commitment Actions  |  Fulfil a Commitment  |  Adding Commitments to Agreements

     
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