Create an ad hoc obligation task

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Create an obligation task required only once or at irregular intervals to track and fulfill an obligation specified in a contract.

    Vorbereitungen

    The obligation and contract must be in Active state.

    The schedule type in the obligation record must be Adhoc.

    Role required: sn_cm_obligation.obligation_fulfiller

    Prozedur

    1. Open an obligation from the workspace that you are using.
      MethodSteps
      Contract Workspace
      1. Navigate to All > Contract Workspace.
      2. Select the List icon (List icon).
      3. Select Obligations.
      4. Select All obligations.
      5. Select an active obligation record.
      Workspace used by your application
      1. Navigate to your workspace.
      2. Open a contract request that is in Closed complete or Contract signed state.
      3. Select the Contract repository tab.
      4. Open an active contract record.
      5. Select the Obligations tab.
      6. Select an active obligation record.
    2. Select the Obligation tasks tab.
    3. Select New.
    4. Wahlweise: On the New obligation task page, in the Assigned to field, update the assigned user.
    5. In the Due date field, select the due date for the obligation task.
    6. Select Save.

    Ergebnisse

    The obligation task is created and the assigned user is notified through email.