Initiate a contract request

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Initiate a contract request from the Source-to-Pay workspace.

    Antes de Iniciar

    Role required: admin or fulfiller

    To initiate a contract request, you must have already added a contract template and created template rules. For more information on how to add a contract template, see . For more information on how to create template rules, see .

    You can initiate contract requests from the related work section, the Dynamic Related Records (DRR) contextual side panel, and the playbook.

    Procedimento

    1. Navigate to the Source-to-Pay Workspace.
    2. Open the entity for which you have to initiate a contract request.
      Nota:
      Contract requests can be initiated for purchase lines, purchase requisitions, sourcing requests, negotiations, and sourcing events.
    3. Initiate a contract request from the related work section, the DRR, or the playbook.
      Nota:
      You can manually create a contract request for a given supplier throughout the S2P workflow, so that a signed contract can be created with that supplier.