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Function documentationContract Creation Phases Locate this document in the navigation structure

 

Contract phases determine the tasks that can be performed on contract items. SAP Sourcing provides four default phases that can be used in configuring contract clauses, sections, and templates. You can edit the description and rules associated with any of these default phases. If your maintenance and approval process is more complex and requires additional steps, you can add custom phases to the library.

To display the Contract Generation Phases Header page, do one of the following:

  • Choose   Contracts   Clause Library   Library Item Phase Configuration  .

  • Choose   Administration   Document Setup   Contract Generation   Library Item Phase Configuration  .

On the Header page, you can:

  • Add and edit phases

  • Reorder phases

Features

Field Help for Contract Generation Phases

  • Add to add a phase or choose Edit to edit an existing phase.

  • Display Name: Use the dropdown option to select a name for the phase from the list of localized resources. This is a required field. If the phase name is not in the list, your system administrator can add a new localized resource for the desired name.

  • Description: Use the dropdown option to select a description from the list of localized resources. If the phase description is not in the list, your system administrator can add a new localized resource for the desired description.

  • Phase Type: This is a required field.

    You can select from among the following options:

    • Draft

    • Review

    • Approved

    • Retired

  • Allow return to a previous phase: Check this box to enable a user to return to a previous phase from this phase.

  • Allow editing: Check this box to allow a document in this phase to be edited.

  • Allow revisions: Check this box to allow a document in this phase to be revised by creating a new version.

  • Choose Reorder to reorder phases.