The Contract Types table is a background table used to populate the Contract Type field of a Contract record. Each Contract Type record holds a value displayed as a choice in the Contract Type field. The Contract Type also determines the default approval workflow for the Contract record, the default print document template for auto-generation of draft contract documents, the default question set for supplier evaluation, the risk conditions used for risk analysis, and the Task creation method.
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Contract Types can be created and edited by admins and Contract Managers. The Contract Type, Contract Type ID, Has Print Document Template(s), Default Print Document Template ID, and Contract Type Default Workflow ID, Extra Fields to Show are pulled into the Contracts table as a link to selected fields from the Contract Type table.
The Default Workflow Title field is used to set the value for the linked field in a Contract that pulls in the Workflow Title from the Workflow table. Selecting a Default Workflow Title in the Contract Type record creates a link to the workflow. The choices available in this field are tied to the Available Workflows field in the Print Document Templates and Workflows tab.
The Default Question Set for Supplier Evaluation field is used to set the value for the linked field in a Contract that pulls in the Question Set Title from the SP Question Sets table. The list of available default question sets is determined by the 'Available for Contract Types' field in SP Question Set records.
If the Has Print Document Template(s) field value is Yes, additional fields in the Contract record are visible: Print Document Template to Generate and Create and Attach (an action button). The Default Print Document Template ID field is used to determine the default value in the Print Document Template to Generate field. Selecting a Default Print Document Template Title in a Contract Type record creates a link to the print document template and updates the Available for Contract Types field in the associated Print Document Template record.
You can view all associated print document templates, workflows, and risk conditions on the Related Records tab of a Contract Type record.
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From here, you can use the related table action bar to Unlink a print document template, workflow, or risk condition from the contract type record if necessary.
The availability of the Task tab and Task fields within the Contract record are controlled by the Uses Tasks field on the Contract Type tab. When Uses Tasks is set to Yes, the Tasks tab appears after the Print Document Templates and Workflows tab of the Contract Type record. The Contract Manager or Admin should then define the Task Generation Method and define if Ad Hoc Tasks can be added on the Contract.
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