Initiate a contract request from Dynamic Related Records (DRR)

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura
  • Initiate a contract request for purchase requisitions, sourcing requests, negotiations, or sourcing events from the Dynamic Related Records (DRR) section.

    Antes de Iniciar

    Role required: admin

    Procedimento

    1. Navigate to the Source-to-Pay Workspace.
    2. Open the entity for which you have to initiate a contract request.
      Nota:
      From DRR, contract requests can be initiated for purchase requisitions, sourcing requests, negotiations, and sourcing events.
    3. Select the Related cases and tasks icon from the DRR.
    4. Select the Add button to create a task.
    5. Select Contract request from the list of available options.
    6. Provide the details about the contract that you have to initiate.
      Nota:
      Sourcing events and sourcing requests can be associated with multiple suppliers. Therefore, you must select a supplier to create a contract request for sourcing events and sourcing requests.
    7. Select Initiate.