* visible if the organization has also Cloudia Contract
Making a sourcing contract on Cloudia Contract
When the deadline for the RFQ is up and the RFQ enters the procurement contract phase, a procurement contract can be made from the RFQ on Cloudia Contract.
The contract folder on Cloudia Contract is updated using data from Cloudia Sourcing
Preparing a contract on Cloudia Contract
The contract folder on Cloudia Contract is updated using data from Cloudia Sourcing
Select a RFQ on Cloudia Sourcing for use in updating Cloudia Contract. Open the RFQ and navigate to Procurement contract
Enter your Cloudia Contract username and password and click Submit.
This function exports and updates tendering data onto Cloudia Contract to form a contract folder. Exporting cannot be undone but it can be repeated, which will result in the data being updated.
This action requires a username and password to access Cloudia Contract.
Preparing a contract on Cloudia Contract
A contract is created under the imported contract folder
Information is not automatically transferred to the contract but it can be picked from the RFQ and the tender information from Cloudia Sourcing
Select a tender from which to import data:
Select the tender that you would like to link to the contract award
Select "Select Tender" and, in the window that opens, select a tender to link to the contract
Other data to be picked for inclusion in the contract:
Basic information:
Suppliers = picked from the tender data
"Pick contact" "From tender"
Contract period = Procurement contract validity period
Contract attachments = The user can pick attachments from the call for tenders and tender information
From the call for tenders
Call for tenders
Contract award
Opening document
Questions and answers
Comparison table
Other attachments to the call for tenders ("Attachments and links" tab)
From the tender
Tender document
Attachments to the tender
Contract elements:
Contract segments = Users may retrieve content for each contract segment from the procurement details (call for tenders, tender, contract award decision)
Create contract segment
Click ‘Pick from procurement’
Select the desired tendering information and click ‘Select’
Metadata:
Metadata = Users may retrieve content for each metadata from the procurement details (call for tenders, tender, contract award decision)
Add metadata
Click ‘Pick from procurement’
Select the desired tendering information and click ‘Select’
Value:
Contract value = The exact value or price range
if only a lower value is specified, it will be imported
if both values are specified, the upper value will be imported
Products:
Add from tender
Add all product groups and products
All tendering product groups and products will be listed in the contract
If you deselect this option, you may freely select the products/product groups you want to include in the contract
The selected products will have a price and purchased amount automatically defined
Import criteria automatically
The selected products will have all the criteria assigned to them applied
You may also click ‘Select from the criteria of the product’ to pick the metadata assigned to the product.
From the pop-up window displayed, select the criteria you want to include in the additional product info field
NOTE!: In other regards, contracts are prepared by following the normal instructions. Instructions are available on Cloudia Contract.