Bulk Contract Integration

Select an organization to filter contracts by organization.

Select a vendor to filter contracts by a vendor.

Select a contract source type.

Enter a contract number.

Select a release type. Release types indicate whether a contract has been scheduled for release. The available options are:

• All; this is the default.

• Scheduled

• Unscheduled

Select a release frequency. Release frequencies indicate how often a contract has been scheduled for release. The available options are:

• All; this is the default.

• Never

• Once

• Daily

• Every Week

• Every Month

This field works with the Contract # search field to filter contracts using the contract number you entered in the Contract # search field. The available options are:

• Exact: Returns contracts that match your criteria exactly. This is the default.

• Starts With: Returns contracts with a contract number that starts with your search criteria.

• Contains: Returns contracts with a contract number that contains your search criteria.

Select to search for contracts after entering search criteria.

Select to reset your search criteria.

Select to save your changes after editing contract release schedules.

Select to export the selected contracts in XLSX format.

Select to export the selected contracts in PDF format.

Displays the number of contracts listed in the table.

Select to view a history of releases for the selected contract.

Select a contract to export or edit.

Indicates how often the contracts are released.

To edit the release schedule for a single contract, select the new Frequency from the dropdown. When you have finished modifying the release schedule, select Save Release Settings.

To edit the release schedule for all displayed contracts, select Edit Frequency. The Frequency window opens. The available frequency options are:

• Never

• Once

• Daily

• Every Week

• Every Month

Select Apply To All Rows to save your changes.

Select the items you want to include in the price data. This allows you to define which items are sent in the price data when you release the catalog.

To edit the item inclusions for a single contract, select the new Includes from the dropdown. When you have finished modifying the item inclusions, select Save Release Settings.

To edit the item inclusion for all displayed contracts, select Edit Includes. The Includes window opens. The available options are:

• All Items

• My Items Only

Select Apply To All Rows to save your changes.

Select the options you want applied to the price data.

To edit the options for a single contract, select the Options link. The Options window opens. Select the new options. When you have finished modifying the options, select Apply To Current Row.

To edit the options for all displayed contracts, select Edit Options. The Options window opens. The available options are:

• Convert CA to CS: Select to convert the CA (case) to CS (cassette) unit of measure.

• Remove Dashes(-): Select to remove dashes from the item number.

• Remove Periods(.): Select to remove periods from the item number.

• Remove All Non-Alphanumerics: Select to remove all non-alphanumeric characters from the item number.

Select Apply to All Row to save your changes.

Displays the organization associated with the contract.

Displays the vendor associated with the contract.

Displays the contract number.

Select the contract number to view the contract. The Contract Details screen opens in a new tab.