Summary
This article provides an overview of the vendor contracts manager.
Table of Contents
The Vendor Contracts Manager stores and tracks all vendor contracts. The Vendor Contracts Manager gives a high level overview of those currently stored in the system.
Access Vendor Contracts Manager
From within the CTMS platform, click the expandable menu to the left of the screen, select the red arrow beside Vendors to expand the Vendors sub-menu and select Vendor Contracts.
Available Columns and Filter Types
The Vendor Contracts Manager is comprised of columns that can be dragged and dropped between the Manager and Filters Menu. The values of the Vendor Column serve as a link to the vendor records they represent. The values in the Type of Contract serve as a link to the vendor contract record they represent. For more information see the article on CTMS Managers.
The following table defines each column, the actions made available through the column value and the filters and sorts available.
| Name | Value | Action | Sortable | Filters |
|---|---|---|---|---|
| Active Vendor Contracts | Indicates if the vendor contract record is Active or Deleted. | (none) | Yes | Choice |
| Vendor | Displays the Name of the Vendor. | Links to the associated Vendor Form. | Yes | Text |
| Type of Contract | Displays the Type of Contract. | Links to the associated Vendor Contract Form. | Yes | Choice |
| Contract Description | Displays the description of the Contract. | (none) | Yes | Text |
| Effective Date | Displays the Effective Date of the Contract. | (none) | Yes | Date |
| Date of Expiration | Displays the Date of Expiration of the Contract. | (none) | Yes | Date |
| Status of Contract | Displays the status of the Contract. | (none) | Yes | Choice |
Actions
The Actions Menu can be expanded by clicking and contains the following options:
Exports
By clicking the options Excel or CSV, the system will provide an export of the information currently displayed in the Manager table in the chosen format. The content of this export will be based on the filters applied to the table at the time of export.
Choose an Action – Press Go
The Choose an Action – Press Go dropdown can be expanded by clicking and contains the following options.
Deletion
A vendor contract can be deleted and restored through the Vendor Contract Manager.
If a vendor contract has Payment Terms and Invoice records added to the contract, the Payment Terms and Invoice form will also be deleted. Upon restore of the contract, the Payment Terms and Invoice forms will be restored.
If payment terms and invoices are added to the contract a notice will appear on the confirmation screen.
To Delete
To delete a vendor contract, the Active Vendor Contracts Status must be set to Active Only.
- Select the checkbox by the Vendor Contract record.
- Select Delete Checked in the Choose an Action Press-Go dropdown.
- Select Delete button on the Confirmation Page.
To Restore
To restore a deleted vendor contract, the Active Vendor Contracts Status must be set to Deleted Only.
- Select the checkbox by the Vendor Contract record.
- Select Restore Checked in the Choose an Action Press-Go dropdown.
- Select Restore button on the Confirmation Page.
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