---
sourceDocument: Xanadu Finance and Supply Chain
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/source-to-pay-operations

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Finance and Supply Chain

ft:clusterId :

    - stpop

bundleId :

    - stpop

workflow :

    - Creator


---

# Initiate a contract request

# Initiate a contract request {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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

## Before you begin

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 [Configure contract templates for a contract request](https://www.servicenow.com/docs/access?context=cncore-document-templates&version=xanadu&pubname=xanadu-employee-service-management&ft:locale=en-US). For more information on how to create template rules, see [Configure contract template rules](https://www.servicenow.com/docs/access?context=cncore-config-template-rules&version=xanadu&pubname=xanadu-employee-service-management&ft:locale=en-US).

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

## Procedure

1. Navigate to the Source-to-Pay Workspace.
2. Open the entity for which you have to initiate a contract request.  
   Note:  
   Contract requests can be initiated for purchase lines, purchase requisitions, sourcing requests, negotiations, and negotiation events.
3. Initiate a contract request from the related work section, the DRR, or the playbook.  
   * From Related work: Contract requests can be initiated for all types of entities. For more information on how to initiate a contract request from the related work section, see [Initiate a contract request from the related work section](https://servicenow-prod.fluidtopics.net/5WaFd0j82b1qJABqQGfZxA "Initiate a contract request for purchase lines, purchase requisitions, sourcing requests, negotiations, or negotiation events from the related work section.").
   * From DRR: Contract requests can be initiated for all types of entities, except purchase lines. For more information on how to initiate a contract request from the DRR, see [Initiate a contract request from Dynamic Related Records (DRR)](https://servicenow-prod.fluidtopics.net/s5jQo0tJNYwyitr_cAO0xQ "Initiate a contract request for purchase requisitions, sourcing requests, negotiations, or sourcing events from the Dynamic Related Records (DRR) section.").
   * From Playbook: Contract requests can be initiated only for negotiation events and sourcing requests. For more information on how to initiate a contract request from the playbook, see [Initiate a contract request from the playbook](https://servicenow-prod.fluidtopics.net/aKyG4Ep1uRLJRTV~OEzBoA "Initiate a contract request for sourcing requests or negotiation event from the playbook.").

   {#initiate-contract-request__ul_cj1_z5r_gbc}  
   Note:  
   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.
{#initiate-contract-request__steps_ggk_j5r_gbc}
* **[Initiate a contract request from the related work section](https://servicenow-prod.fluidtopics.net/5WaFd0j82b1qJABqQGfZxA)**   
  Initiate a contract request for purchase lines, purchase requisitions, sourcing requests, negotiations, or negotiation events from the related work section.
* **[Initiate a contract request from Dynamic Related Records (DRR)](https://servicenow-prod.fluidtopics.net/s5jQo0tJNYwyitr_cAO0xQ)**   
  Initiate a contract request for purchase requisitions, sourcing requests, negotiations, or sourcing events from the Dynamic Related Records (DRR) section.
* **[Initiate a contract request from the playbook](https://servicenow-prod.fluidtopics.net/aKyG4Ep1uRLJRTV~OEzBoA)**   
  Initiate a contract request for sourcing requests or negotiation event from the playbook.