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Procedure documentationCreating and Changing Master Agreements and Templates Locate this document in the navigation structure

Procedure

Creating a Master Agreement

To create a master agreement:

  1. Choose   Contract Management   Agreements   Create Master Agreement  .

    Note Note

    You can also create a master agreement by choosing New on the Master Agreement List page.

    It is also possible to create a master agreement from within an RFx, auction, or project.

    End of the note.

  2. Select a master agreement type or select a template from the dropdown list.

    Note Note

    End of the note.

    Using a template to create a master agreement incorporates the template information into the new master agreement.

    Alternatively, you can choose   Contract Management   Agreements   Create Master Agreement From Template  .

  3. Choose Continue.

  4. On the Header tab, enter basic information and data under Control Info, then add collaborators and document links. For more information, see Master Agreements Header.

  5. Choose the Schedule tab to create a schedule. For more information, see Master Agreements Schedule.

  6. Choose the Supplier Info tab to select a primary contact for the supplier and add other contacts. For more information, see Master Agreements Supplier Information.

  7. Choose the Agreements tab to add subagreements. For more information, see Subagreements.

  8. Choose the Line Items tab to add line items. For more information, see Master Agreement Line Items.

  9. Choose the Terms tab to add a term, rebate, penalty, or additional term. For more information, see Master Agreements Terms.

  10. Choose the Audits tab to add audit events. For more information, see Master Agreements Audits.

  11. Choose the Performance tab to add evaluation criteria and performance matrix. For more information, see Field Help for Master Agreements Performance page.

  12. Choose the Savings tab to add savings metrics. For more information, see Master Agreement Savings dialog box.

  13. Choose the Accounting tab to add accounting information. For more information, see Accounting.

  14. Save your entries.

Note Note

The tabs that appear in a master agreement are determined by the master agreement type. All tabs might not appear in every document.

End of the note.
Changing a Master Agreement

You can change a master agreement from the Master Agreement List page by clicking on a master agreement in the list. Make your changes and save.

Creating a Master Agreement Template

  1. Choose   Contract Management   Agreements   Create Master Agreement Template   .

    Note Note

    You can also create a master agreement template by choosing the Create Template on the Master Agreements page.

    End of the note.

  2. Select a master agreement template type.

  3. Choose Continue and follow the data entry instructions above.

Changing a Master Agreement Template

You can change a master agreement template from the Master Agreement List page by clicking on a master agreement template in the list. Make your changes and save.