A501 - New Internal Visit

STEP 1

Open app "Supplier Management"

STEP 2

Go to the tab “Contract Workspaces”

STEP 3

Click on the “New” button

Or click on "New Contract Workspace" in case a listview is open

STEP 4

Fill in section "Information" and especially fields in red: they are mandatory.

Hierarchical type: choose in the picklist if your contract is a stand-alone contract, a master contract or a sub-contract depending on a master-contract

Short Description: write a short description of your contract

Grouping field is a place for keywords. For example, "Project 123"

Account: choose the supplier which the contract is signed with

Substitute: declare one of your colleague who will have the same rights as you on your Contract Workspace and will be able to manage/edit it on your behalf

Contract language: pick the language in which the contract is written

STEP 5

Fill in the Life cycle informations of your contract. Fields in red are mandatory

Contract status : set as “Draft” by default. You will update it later once your contract’s informations are recorded in Convergence

Effective date : enter the date from which the contract is effective ; you can choose the day’s date by clicking on the proposed one on the right of the field

Expiration date : enter the date when the contract will end

Termination notice date : entering this date will help you to easily find contracts reaching their termination notice dates through a dedicated listview

Term type : choose between “Fixed” term or “Auto-renew”

STEP 6

Fill in the Pricing informations of your contract. Fields in red are mandatory.

Currency : choose in the picklist the currency applying to the contract

Contract amount : write the amount for which the contract is signed

Payment term : choose in the picklist the rule that applies to the contract

Complex contract* : choose between the values “Yes” or “No”

Leasing contract* : choose between the values “Yes, proposed” or “No” if you are a buyer.

The values "Yes, examined", "Yes, confirmed" and "No, rejected" are dedicated to RtR reviewers

*Further definition will be given during trainings

STEP 7

Do not forget to save your contract workspace by clicking on the “Save” button.

By doing that you will be redirected to the contract workspace you have just created.

STEP 8

Create the Contract Properties by clicking on the “New Contract Property” button in the section of the same name

You are then redirected to the screen where you create the contract’s properties.

Each contract property is defined for a given contract and on 3 axis (the Master Keys) :

1. Geographical Axis : which zone, country or site ?
2. Organisational Axis : which GBU or business line ?
3. GPS Axis : which segment, material group or sub-material group ?

Do not forget to save your contract property by clicking on the “Save” button.

STEP 9

Attach files to your Contract Workspace using the Attachments Console by clicking on the “New attachment” button

Clicking on the “Select a file” button will open a popup window where you will choose the file to attach

Select the type of the document picking “Initial” or “Amendment” in the dropdown list

If you tick the “Is Private” checkbox then you will be the only person able to access the attachment. We will see in this section how to share it with specific other people.

If you don’t tick it, any Convergence user will be able to access the document

You can also give a name to the document you attach and a description of it as well.

Once you are done, do not forget to save your attachment by clicking on the “Save Attachment” button

You can edit or delete attached files by using the “pen” or “cross” icons in front of them

STEP 10

Once you are done with your Contract Workspace details, its Contract Properties and attachments, do not forget to change its flag from “Draft” to “Completed”.  And do not forget to save !