Create Contract Lifecycle Management Supplier Contracts in Strategic Sourcing
Set up Contract Lifecycle Management (CLM). See Steps: Set Up Contract Lifecycle Management
You can create CLM supplier contracts within Strategic Sourcing projects using the contract lifecycle management workflow. This enables you to initiate a contract ticket that syncs directly with CLM for authoring and review.
- SelectNavigate>Pipeline>Projects.
- Select the project that you want to create a contract for.
- SelectCreate Contractfrom 1 of these locations:
- TheProject Detailssection of theProject Informationtab.
- TheAuthoring Contractssection of theContractstab.
- A sourcing event in theRFXssection of theSourcingtab.
- In theWorkflowprompt, select a contract lifecycle management workflow.
- (Optional) Select aSupplierfor the contract.
- ClickContinue to Contract.Workday opens the intake form in Contract Lifecycle Management.
- Complete the form and clickCreate Ticket.
- (Optional) To update the name of the contract record, click theMoreicon and selectRename ticket.
The new CLM supplier contract is accessible in the
Contracts
tab of the Strategic Sourcing project and in CLM. In CLM, review, sign, and finalize the contracts. See Steps: Manage Contract Lifecycle Management Workflow Tickets.