Create a pipeline project from an expiring contract

As a sourcing manager, you can create a pipeline project directly from an expiring contract using a guided, decision-based workflow.

Before you begin

Role required: sn_spend_pipeline.pipeline_management_admin

Procedure

1. Navigate to Source-to-Pay Workspace.
2. Select the Category management tab.
3. Under the Contracts section, select the Expiring within 90 days widget.
   The list of expiring contracts is displayed.
4. Select and open a contract for which you want to create a pipeline project.
5. From the Pipeline project drop-down list, select one of the following options:
   • Create new

     A pipeline project is automatically created for the expiring contract. The contract is displayed in the Associated Records section of the pipeline project.

   • Add to existing

     From the Add to pipeline project list, select an existing pipeline project. The contract is added to the pipeline project.

   The Contract renewal sourcing task is automatically created and appears in the Related work tab of the contract record. This task is assigned to the business owner who was originally assigned to the sourcing request. The shopper or business owner can view the sourcing task in Employee Center and choose whether to renew the contract or not. For more information, see Confirm contract renewal in Employee Center.

• Confirm contract renewal in Employee Center
  As a business owner or shopper, confirm whether the expiring contract needs to be renewed.