You can create all ${ContractualDocument.Plural} used at the ${Material.Name} and ${Style.Name} level. All individual ${ContractualDocument.Plural} and the ones present in groups are listed here.

How to create a new ${ContractualDocument.Name}

1. In the Contractual Document column, mouse-over ${Actions} and select ${New} ${ContractualDocument.Name}...
2. In the New ${ContractualDocument.Name} dialog box:
   • ${ContractualDocument.Name} Type: From the drop-down list, select the ${ContractualDocument.Name} Type. NOTE: One or more ${ContractualDocument.Name} Types can be specified on the Setup > Configuration > Type Configuration > Contractual Document Types
   • Source Type: From the drop-down list, select the source type.

• If the selected Source Type is File, then the following fields are displayed:
• Source File: Click on the Choose File button to select a file.
• If the selected Source Type is Centric 8, then the following additional fields are displayed:
• Source Search: From the drop-down list, select the source search.
• Source Object: From the drop-down list, select the source object.
  
• If the selected Source Type is Web, then the following additional fields are displayed:
• Source Name: Enter the Source Name.
• Source URL: Enter the URL details.
• Contractual Document: Enter a name for the document
• Description: Enter a description for the document
• Effective From: From the drop-down calendar, select a date from which the document will be effective
• Effective To: From the drop-down calendar, select a date until when the document will be effective NOTE: If the select ${ContractualDocument.Name} Type has the "Has Effectivity Dates" set to TRUE, then it is necessary to specify the Effective From and To dates. Else the KPI associated with this document will be displayed in red.
• Renewal Period: From the drop-down list select the renewal period.

3. To save the document details, click on ${Save}.

The KPI for a newly created ${ContractualDocument.Name} is highlighted in yellow. The Latest State and Latest Revision display Draft and 1, respectively. The fields entered in the dialog box are displayed in Latest Source or Latest Effective From and Latest Effective To, depending on the chosen ${ContractualDocument.Name} Type.

Click the tick icon in the ${Actions} column to approve the current revision. Once approved, the KPI is highlighted in green, the Latest State clears and the Approved State displays Approved. The Latest Revision increases by 1.  The values in Latest Source or Latest Effective From and Latest Effective To is moved to Approved Source or Approved Effective From and Approved Effective To.

NOTE: The KPI is highlighted in red, if a ${ContractualDocument.Name} Type with an active Has Effectivity Dates, does not have the current date within the Latest Effective From and Latest Effective To dates or has no values entered in these fields.

To execute the icons in the ${Actions} column refer Generic Features.

Once the ${ContractualDocument.Name} is approved, the following three icons are displayed in the ${Actions} column.

• To create a new revision of the current document, click on the "Create a new revision based on the current revision" icon to create a new revision.
  NOTE: The value in Latest Revision increases by 1 and the Latest State displays Draft. You can edit Latest Source, Latest Effective From and Latest Effective To fields.
• To make the ${ContractualDocument.Name} available for the selected suppliers, click on "Push to Suppliers" icon
  NOTE: Only approved ${ContractualDocument.Plural} are available for ${Supplier.Plural}. Only ${Supplier.Plural} that have a Status of Pending/ Active and is a ${Supplier.Name} and/or an Agent is displayed in the Push to Suppliers dialog box. You can select multiple suppliers.
• To update any revision at the supplier level, click on the "Update Supplier Contractual Documents"  icon. In the Update Supplier Contractual Documents dialog box, select the ${Supplier.Name} for which you want to update the latest revision and click ${Save}.

Select the Required check box if you want all the ${ContractualDocument.Plural} to be approved, as a ${Supplier.Name} compliance.

NOTE: It is disabled if none of the options are selected for a ${ContractualDocument.Name} type.

Click on a ${ContractualDocument.Name} to view its properties.

___________________________________

Pre-requisites: Define Contractual Document Types on the Setup > Configuration > Type Configuration > Contractual Document Types tab and Define Suppliers.