Maintain Supplier Contract CLM Assignment Rules
Security:
Set Up: Supplier Contracts
domain in the Supplier Contracts functional area. You can create assignment rules to determine the buyer and supplier contract specialist for contracts in Workday that are created from Contract Lifecycle Management (CLM).
- Access theMaintain Supplier Contract CLM Assignment Rulestask.
- As you complete the task, consider:
Option Description Resulting BuyerThe buyer that displays in theBuyerfield of the supplier contract.You can select:- A user from the dropdown menu.
- TheUse Submitter as Buyeroption to set the contract submitter from CLM as the default buyer.
- TheSkip Rule For Buyeroption to ignore this assignment rule for theBuyerfield.
Resulting Contract SpecialistThe contract specialist that displays in theContract Specialistfield of the supplier contract.You can select:- A user from the dropdown menu.
- TheUse Submitter as Contract Specialistoption to set the contract submitter from CLM as the default contract specialist.
- TheSkip Rule For Contract Specialistoption to ignore this assignment rule for theBuyerfield.
By default, Workday uses the assignment rules you’ve configured to determine the
Buyer
and Contract Specialist
, found in the Contract Information
section of supplier contracts originating from CLM.When there are no matching assignment rules, Workday sets the contract submitter from CLM as both the
Contract Specialist
and Buyer
fields for the contract in Workday. You can update both fields in Workday, but these fields don't appear in CLM.