Contract Owner Rules Tab

Contract Owner Rules is the second tab on the Contract Owners screen.  You can create rules to assign contract owners to new contracts automatically based on specific criteria.

Examples: 

  • Assign User A to all contract numbers that start with PP.

  • Assign User B to all contract numbers that contain Medline.

Navigation

This tab is located on the Contract Owners screen. To access this screen, navigate to Configuration > Contract Owners from the left-side navigation pane.

Field Descriptions

The following fields appear on the Contract Owner Rules tab.

Field

Field Description

+ Add Contract Owner

Select to add a new contract owner. The Add Contract Owner window appears. To add a new contract owner:

  1. Select a contract owner in the Assign Contract Owner field.

  2. Select contract number criteria in the To Contract # that field. The available options are All, Contains, Ends With, and Starts With.

  3. Enter a partial contract number value in the The Partial Contract # field.

  4. Select Add Contract Owner to add the new contract owner.

# Item(s)

Displays the number of contract owner rules listed in the table.

Delete

Select to delete the contract owner rule.

Contract Owners

Displays the name of the contract owner.

Criteria

Displays the contract owner rule.

Partial Contract #

Displays the partial contract number associated with the rule.