6 Replies Latest reply on Jan 29, 2013 12:22 PM by Ken Miklos

    Contract Request

    mmclarnon Newbie
      Is anyone using the Contract Request as the vehicle for initially engaging Procurement?  If so, how is it working?
        • Re: Contract Request
          Ken Miklos Master

          Hi, Maureen.  I have a few thoughts that may jump start the conversation.  First of all, the Contract Request feature absolutely can be leveraged to initially "ping" the proper individuals in procurement in getting a Contract Workspace set up.  With that said however, if Contract Management is integrated with Sourcing, business awarded can automatically create the Workspace rendering the Contract Request unnecessary.

          A more common use of the Contract Request feature is for those leveraging Contract Management for sales contracts.  Since sales contracts are often initiated by a far larger subset of folks, the Contract Request feature is useful in 1) recording the relevant information to get a Contract Workspace set up, 2) notifying the correct individuals of contract initiation, and 3) kicking off the initial contract process and related workflows.


          I hope this helps and welcome others' thoughts.

          • Re: Contract Request
            Mark Dickinson Newbie

            Appreciate this post is quite old now but did you start to use the Contract Request for engaging purchasing? if so was it successful for you? how did you use this to then create a contract workspace? any pitfalls in the process?





            • Re: Contract Request
              Sharon Horton, PMP Master

              Several customers use the Contract Request for the entire front end for procurement.  Since all team members can use the contract request functionality, this is where project go-no go decisions/approvals are made.  I have 1 customer who uses the contract request to cycle the contract information through budgeting, the CIO plus all of the delegation of authority approvers.  The final routing is to procurement who then create the contract workspace.


              Another use case is for the contract request user to request procurement services and, based on the expected amount of the purchase, whether there is a preferred supplier already under a master contract and other factors, the request may be routed through sourcing for a sourcing project (RFP, quick project, etc.) or it may simply go straight to contracting.


              To Mark's question, in the Contract Request template, on the Documents tab, you can place 1 or more sub-projects which can be your sourcing or contracts templates that you'll use.  These can be condtioned so that they only appear after approval and only can be created by a user with proper permission.