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Function documentationMaster Agreements Contract Documents Locate this document in the navigation structure

 

A contract document is the final product of contract creation in SAP Sourcing. It can also be created manually from a master agreement, auction, or RFx, or using simplified contract creation. A contract document initially contains a draft version of a Microsoft Word document and is used as a starting point for downstream negotiations.

On the Contract Documents page, you can:

  • View the contract documents associated with the master agreement

  • Add external contract documents to the master agreement and edit existing contract documents

  • Control contract document versions

  • Synchronize changes made in contract document versions with the master agreement

  • Delete selected contract documents

  • Change the status of the latest version of contract documents

Features

Field Help for the Master Agreement Contract Documents Page

Field

Description

View Menu

Choose a view option for contract documents. Choose Version History to view contract document revisions.

Upload Document

Choose to add an external contract document to the master agreement.

Visibility

Indicates whether the contract can be viewed by the purchaser only, or on both the purchaser and the supplier. This field is read-only.

Type

Indicates the contract document type. This field is read-only.

Name

Indicates the name of the contract document.

Description

Indicates the contract document description. This field is read-only.

File Name/Version History

Default View Displays the file name of the active version of the contract document for the Master Agreement

Version History ViewDisplays file names for all versions of the contract document. The most recent version is listed at the top of the column

Version

(Default View only) Indicates the version number of the contract document,

Amendment

Indicates that the contract document is an amendment.

Effective Date

Indicates the date when the contract document goes into effect.

Expiration Date

Indicates the date when the contract document expires.

Checked Out By

Indicates the user who currently has the contract document checked out. This field is read-only.

Comment

Indicates any comments that the user entered when the document was last checked out or checked in. This field is read-only.

Status

Select a status for the contract document from the dropdown list. For information on phase configuration, see Contract Creation Phases Header.

Upload Document

Choose to add an external contract document to the master agreement.

Activities

Creating a Contract Document

To create a contract document, do the following:

  1. In a master agreement, auction, or RFx, choose   Actions   Create Contract  

    For simplified contract creation, choose   Contract Management   Agreements   Create Contract Document  .

  2. In the contract creation wizard, do the following:

    1. Select a contract document template. This is a required field.

      For details on creating contract templates, see Creating a Contract Document Template.

    2. If you want the option to add and remove clauses and sections during contract creation, select the Customize Content checkbox.

    3. Optionally, under Select Related RFx Vendor Proposal, choose Lookup to select the RFx supplier proposal on which to base the contract.

    4. Choose Next.

  3. If you selected Customize Content, the Choose Clause Content Options page of the wizard is displayed. Do the following:

    1. In the table under Contract Document Template, select the sections and clauses to include in the contract. You can exclude any clauses or sections that are not designated as required.

    2. To add a section or clause that does not appear in the table, choose Add Section or Add Clause, select the section or clause, and choose OK.

    3. Under Stand Alone RFx Clause Questions, you see a list of all clauses that were created from RFx supplier question responses. For details, see Including RFx Supplier Question Responses in a Contract Document. Select the clauses to include in the contract.

    4. Choose Next.

  4. If any of the clauses you selected requires content options to be selected, these options are displayed in the Choose Clause Content page of the wizard. For each clause, select the version to include and choose Next.

    Note Note

    If a supplier has suggested alternate language for a clause, it appears on this page. If you select the supplier's suggested language for a clause, this clause will appear in the final contract document using marked-up text to indicate the changes made by the supplier.

    End of the note.

  5. If the Processing Request page appears, wait until Percent Complete reaches 100 and then choose Next.

  6. On the Confirm Contract Document Variable Data page of the wizard, do the following:

    1. Under Attribute Variables, review the variables and their default values and enter value overrides as necessary. This table displays variables that appear in your clause documents.

    2. Under RFx Question Variables, review the variables and their default values and enter value overrides as necessary. This table displays variables in your clause documents that retrieve data from RFx supplier question responses.

    3. The Collection Variables table lists any collection variables in your clause documents. Choose Edit to see a list and edit its contents.

  7. Choose Next to begin processing of the contract document creation request.

    When the Status is complete and Percent Complete is 100%, the contract document is available for file preview.

  8. Choose Finish to create the contract document.

    The contract document created is listed on the Contract Documents tab of the Master Agreement.