Contract Workflow

When there is an approved master agreement, the Lease Administrator can create a new contract under it and have it approved. The following workflow process must be followed:

The Lease Administrator must first create the contract. The Contract Status is "Define".
The Lease Administrator must complete the Lease Determination form.
The Lease Administrator must enter all of the required information on the Definition, Partners, and Accounting pages, as well as attach relevant documentation.
Once the contract is ready, the Lease Administrator can click Send to Approval at the top of the page. The Contract Status changes to "Waiting For Approval".
The Approver can click Approve or Rework (to send the contract back to "Define" Status). If the contract is approved:
- Approval comments are stored in the Approver Comment field on the Definition page of the contract.
- The Contract Status changes to "Active".
- If no lease component has been created, the Lease Administrator can click Callback to bring the contract back to "Define" status.

To view a diagram of the contract workflow in the application, click the context menu > View Workflow.

See also: