Create a contract configuration

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read

    • Define the contract repository where the contracts will be stored and map the data to be added to the contract document.

    Before you begin

    A contract template and a template rule that will pick the template when the user submits a contract request must exist. For more information, see Configure contract templates for a contract request and Configure contract template rules.

    If you want the variables related to contract request to be available in condition builder, add the contract request reference to your application table. For more information, see Provide access to contract request fields in condition builders

    Role required: sn_cm_core.contract_config

    About this task

    To add data to the contract documents, you have to map request table fields to repository fields.

    Note:

    Third party contracts already have a default contract configuration in the base system.

    Procedure

    1. Navigate to All > Contracts Core > Contract Administration > Contract Configuration.
    2. Select New.
    3. On the Contract Configuration form, fill in the fields.
      For more information, see Contract Configuration form.
    4. Select Save.
    5. In the Contract Repository Mappings related list, select New.
    6. In the Mapping type, select the type of mapping you want to do.
      The fields on the form change depending on the selection.
      Mapping typeFields available
      Field mapping - Map fields from the request table to the fields in the contract repository table.
      • Request table- Table to which you want to associate the contract configuration.
      • Map from field- Field of the request table that you want to map to the Map to field, a field in the contract repository.
      • Active - Option to indicate that contract repository mapping is active.
      • Contract repository - This field is automatically set to the configuration repository set in the Contract repository field.
      Template mapping- Map the template mappings of a contract template to the fields in the contract repository.
      • Template - This field is automatically set to the template for which you are creating the repository mapping.
      • Template mapping - The field from the template that you want to map to the Map to field value, a field in the contract repository.
      • Active - Option to indicate that the contract repository mapping is active.
      Template mapping- Map fields of record producer to the fields in the contract repository table.
      • Record producer- The record producer from which you want to copy the variable. For example, If you want to copy a variable from a contract request for Non-disclosure Agreement, select record producer for a Non-disclosure Agreement.
      • Variable- The variable of the record producer that you want to map to a field in the contract repository.
      • Active- Option to indicate that the contract repository mapping is active.
      • Map to field- The field to which you want to map the variable from the record producer.
    7. Select Submit to save the repository mapping.
    8. Select Update to save the contract configuration.