How to Create a New Contract

Purpose: Record vendor contracts with relevant documents, amounts, and expiration details. 

Where to find the form

1. Go to the Purchasing module → Contracts → Contract Approval Form.

2. Fill in the fields (required fields are marked with a red asterisk * ):

• Vendor Name* — Select an existing vendor from the dropdown (strongly recommended for full integration with purchase requisitions and payments).

• Contract Start Date* — Enter the start date of the contract.

• Contract Amount — Enter the total contract value (optional but recommended for tracking).

•  Contract Type — Select from the dropdown 
• Department(s) Affected* — Select the department(s) impacted by this contract.
•  Responsible Directors*  
• Additional Users* — Add other users who need visibility
• Includes Insurance Coverage Requirements? — Select Yes or No. If Yes, additional fields for insurance policy dates and details will appear.
• Description* — Provide details about the contrac
  
  

4. Set up Expiration Notifications (Recommended)
Enable “Set up Expiration Notification?” and click + ADD NOTIFICATION.
Configure:

 5. Attach Documents 

6. Click SAVE at the bottom of the form (saves as a draft).

7. Review all information. When ready, submit for approval through the workflow (if configured in your organization).