Contract Attributes

The Contract Attributes step is the third step in the Single Contract Upload process. In this step, you will modify contract attributes (adjustments, supplier information, agreement information, and rebate information) if necessary.

Note: This is an optional step. Contract attributes can also be modified later via the Contract Details screen.

Navigation

This step appears when you select Next on the Contract Items step.

Field Descriptions

The following fields appear during the Contract Attributes step.

Field

Field Description

Contract Information

Contract #

Displays the contract number.

Providers

Displays the providers associated with the contract.

Manufacturer

Displays the manufacturer associated with the contract.

Description

Displays the contract description.

Vendor

Displays the vendor associated with the contract.

Effective Date

Displays the contract start and end date.

Contract Attributes: Adjustments

Contract Level Adjustments

Indicate if there is a contract-level adjustment. The available options are:

  • Adjustment text box: Select to indicate that there is a contract-level adjustment. Enter the adjustment in the provided text box.

  • No Contract-level adjustment: Select to indicate that there is no contract-level adjustment. This is the default.

Contract Attributes: Supplier Information

Supplier Name

Select the supplier.

If the supplier is not in the list, select Add Supplier to open the New Supplier window. Enter the Supplier Name and select Add.

Supplier Type

Select the supplier type. The available options are:

  • Custom

  • Distributor

  • Manufacturer

  • Other

Tax ID

Enter the supplier tax ID.

Phone

Enter the supplier’s phone number.

Address

Enter the supplier’s address.

If the address is not on the list, select Add Address to open the Add Address window. Enter the address information and select Save.

City

Enter the city associated with the address.

State / Province

Enter the state or province associated with the address.

Zip

Enter the zip code associated with the address.

Rep First Name

Enter the supplier representative’s first name.

If the representative is not on the list, select Add Representative to open the Add Representative window. Enter the representative information and select Save.

Rep Last Name

Enter the supplier representative’s last name.

Representative Email

Enter the supplier representative’s email address.

Representative Phone

Enter the supplier representative’s phone number.

Contract Attributes: Agreement Information

Contract Owner

Select the contract owner.

Contract Type

Select the contract type.

Replacement for Contract #

Enter the contract number this contract replaces.

Product Description / Category

Enter a product description or category for the agreement.

Administrative Fee

Enter the Administrative fee for the agreement.

Notes

Enter any notes about the agreement.

Contract Review Date

Select the date that contract needs to be reviewed.

Contract State

Select the state that represents the status of the contract.

Price Protected Date

Enter the Price Protected Date.

Product UNSPSC

Enter the UNSPSC value that best represents the items on this contract.

GPO Contract Reference

Enter the GPO contract that this contract references.

Lease Payment Terms

Enter the lease payment terms.

Contract Attributes: Rebate Information

Rebate Frequency

Select the rebate frequency. The available options are:

  • Annually

  • Monthly

  • Other

  • Quarterly

  • Semi Annually

Rebate Type

Select the rebate type. The available options are:

  • Rebate Dollar Amount

  • Rebate Percentage

Rebate Amount

Enter the rebate amount.

Date Rebate Expected

Enter the date the rebate will be expected, or use the date picker to select the date the rebate will be expected.

Other Contract Details

Enter other contract details. You can enter any additional contract details you feel are important. There is a 250 character limit.

Rebate Basis

Select the rebate basis. The available options are:

  • Annual Spend

  • Market Share

  • Rebate Percentage

  • Rebate Volume

Requires Commitment To

Specify the unit of measure that needs to be committed to, to be eligible for the rebate. The available options are:

  • Dollars

  • Market Share

  • Other

Commitment Measure

Specificy the value of the selected unit of measure in the Requires Commitment To field.

Method of Payment

Select the method of payment. The available options are:

  • ACH

  • Check

Other Known Competitors

Enter any other known competitors. There is a 250 character limit.