Concept: Strategic Sourcing Contracts

Contract stakeholders can only search for contracts that they have visibility into.

When displaying search results, Strategic Sourcing displays two lines of data listing matches. To view additional matched data beyond this, select expand all.

You must input 3 characters in order to search your contracts. You can enter a space as a character, and the search will return accurate results.

When the contracts machine learning search is enabled, you can search through your contracts using related terms or exact matches. When you select

Related Terms

from

Search Options

, search results display the relevant fields, field value, and any passages from the attached documents that relate to the search query.

When you select

Exact Match

from

Search Options

, your results show exact matches from all fields on a contract, including custom fields. Exact match search highlights the search term when displaying results. When you enter multiple words in the search bar using

Exact Match

, the results display all contracts with any of the words. To search for exact phrases, add quotations around the phrase.

You can also search through DOCX and PDF attachments when the contracts machine learning search is enabled.

The status indicates where the contract is in the lifecycle. You can assign 1 of these statuses:

Status	Description
In Progress	Applies to open contracts. You can configure the In Progress statuses from Settings .
Approved	A contract moves to Approved once all approval groups approve it and you complete all required custom fields. When you designate a contract as evergreen, you don't have to approve the contract for renewal.
Active	Contracts within the start date and end date are Active . When a contract meets the start date condition, Strategic Sourcing automatically moves contracts from Approved to Active .
Expired	Applies to contracts that pass the signed contract end date and don't automatically renew. You can’t manually change a contract status to Expired .
Terminated	You can only terminate Active contracts.
Canceled	You can cancel contracts that have never been Active and are now inapplicable.
Archived	Applies to a completed revision record. Original contracts can’t be Archived .
Doesn't Need Attention	You can snooze or ignore Needs Attention reminders when you select this status. You can select Ignore , which will prevent all upcoming reminders and the item will no longer have the Needs Attention status. You can also select a number of days to snooze reminders.

The contracts dashboard displays contracts that need work, organized in tabs based on status.

You can also access all active contracts through supplier profiles in the

Supplier Directory

.

You can create filters to specify which contracts display and share those filters with other sourcing managers. You can also access a list of upcoming milestones on the contracts dashboard.

You can't add columns to contracts displayed in the

Request

tab.

Milestones help you break up a contract into smaller components. You can add custom milestones to a contract and assign it to a user with a due date. You can assign these statuses to milestones:

Open
Needs Attention
Complete

You can store contract documents for later use in Strategic Sourcing by in the

Contracts

tab on the

Templates

page.

You can add new contract templates by uploading files in the

Contracts

tab. You can edit template information or upload a new template document. When you upload a new template document, you create a new version of the template. When you upload .docx or .pdf file templates, you can use them to generate new contracts in the

Contract Documents

tab.

You can track your contract negotiations with your supplier in the

Contract Documents

tab of a contract. Contracts that you use in negotiations must be .docx files. You can edit the contracts in Word from your browser if you have Microsoft 365 enabled.

This integration must not be used to give users based in the People’s Republic of China or Russia access to Microsoft 365.

You can identify the major and minor versions of a contract document and see who’s responsible for the next action item. When you finalize a contract, you can send it to Adobe Sign or DocuSign for an e-signature.

You can create a contract hierarchy by linking related contracts together. When organizing and managing your contracts in Strategic Sourcing, you view the relationship tree for easy navigation. A contract must have a supplier to be linked to other contracts and can only have 1 parent contract. Contracts within a contract hierarchy have the same supplier. You can also link contracts to projects.

The relationship tree displays the entire hierarchy of a contract and where the current contract fits into the family. When you click the information icon next to a contract, you can view a summary of the contract and access the contract through

View Contract

.

See Steps: Link Contracts for more information.