Contracts Tab

The Contracts tab collects information about contracts your institution has with this vendor. It includes information such as who manages the contract for your institution, when it begins and ends, any special payment or shipping terms that may specifically apply to the vendor. The Contracts tab is viewable only by the members of the KFS-PURAP Purchasing Processor role.

Contracts tab definitions:

Title

 

Description

Contract Name

Required. Enter the name used to identify this vendor contract.

Description

Required. Enter a text description that describes the contract.

Campus

 

Required. Select what institution campus this contract is associated with from the Campus list or select it from the Campus lookup Description: searchicon.

Begin Date

Required. Enter the effective date of the contract or select it from the calendar Description: cal.

End Date

 

Required. Enter the expiration date of the contract or select it from the calendar Description: cal.

Contract Manager

 

Required. Select the name of the person at your institution who manages this contract from the Contract Manager list or search for it from the Contract Manager lookup Description: searchicon.

PO Cost Source

Required. Select a cost source for this contract from the PO Cost Source list or search for it from the Purchase Order Cost Source lookup Description: searchicon .

Payment Terms

 

Required. Select the payment terms for this contract from the Payment Terms list or search for it from the Payment Term Type lookup Description: searchicon.

Shipping Terms

Optional. Select the shipping terms for this contract from the Shipping Terms list or search for it from the Shipping Payment Terms lookup Description: searchicon.

Shipping Title

 

Optional. Select a shipping title for this contract from the Shipping Title list or search for it from the Shipping Title lookup Description: searchicon.

Extension Option Date

Optional. Enter the date up until the contract may be extended or select it from the calendar Description: cal.

Default APO Limit

Optional. Enter the upper dollar amount for which automatic purchase orders (APOs) under this contract may be created.

Active Indicator

 

Required. Select the check box if the contract is active. Clear the check box if it is inactive.

After entering a contract, click Description: tinybutton-add1 to add it to the document.

Note: For more information about adding multiple contracts, see 'Collections'.

More:

Process Overview