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Settings

Adding Notes to a Contract

You can attach one or more notes to a contract. You can use notes to document the supplier's performance, add a message to yourself about renewing the contract, and so on.
If appropriate, you can add a reference on the note to a relevant resource transaction, or purchase order. You can also add attachments to the contract note.
Note: The My Desk view only displays the tabs described below if you are set up as a buyer on your employee record and the Purchasing Desk option is selected on the My Desk Settings tab.

To Add Notes to a Contract

1.
From the site, select the Purchasing view, and then the Contracts tab. By default, this tab lists all of the open contracts for the site.
Tip: You can also view contracts from the My Desk view, Contracts tab. This tab lists all contracts for which you are the listed buyer.
2.
Double-click to open the contract in the list. The Contract window appears.
3.
Make sure that editing is enabled.
4.
Select the Notes view. This view lists all of the existing notes on this contract. If you highlight a note in the table at the top, the note details are displayed below.
5.
To add a new note, click New. The Contract Note dialog appears.
6.
Ensure that the Entered by and Entered on information is correct.
7.
Type your note in the Note section at the bottom.
8.
To add a reference to a transaction or purchase order, select the References tab.
9.
Select whether the note is related to a transaction, a purchase order (PO), or both.
10.
To select a transaction, click Browse in the Transaction section. A selector dialog appears with a list of transactions that are related to the contract. Select the appropriate transaction in the list and click OK.
11.
To select a purchase order, click Browse in the Purchase Orders section. A selector dialog appears. Highlight the appropriate purchase order in the list and click OK.
12.
On the Attachments tab you can click New to add an attachment to the contract note.
Tip: For more information about adding attachments, see Adding Attachments to Objects.
13.
When you are finished entering note information, click OK. The note is added to the contract.