Initiate a contract request

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • Initiate a contract request from the Source-to-Pay workspace.

    Before you begin

    Role required: admin or fulfiller

    To initiate a contract request, you must have already added a contract template and created template rules. For more information on how to add a contract template, see Configure templates for a contract and amendment request in Contract Management Pro. For more information on how to create template rules, see Configure contract template rules.

    You can initiate contract requests from the related work section, the Dynamic Related Records (DRR) contextual side panel, and the playbook.

    Procedure

    1. Navigate to the Source-to-Pay Workspace.
    2. Open the entity for which you have to initiate a contract request.
      Note:
      Contract requests can be initiated for purchase lines, purchase requisitions, sourcing requests, negotiations, and sourcing events.
    3. Initiate a contract request from the related work section, the DRR, or the playbook.
      Note:
      You can manually create a contract request for a given supplier throughout the S2P workflow, so that a signed contract can be created with that supplier.