Single Contract Upload

The Single Contract Upload wizard lets you upload individual contracts to CCXpert. This wizard walks you through the five-step contract upload process.

Navigation

This screen appears when you select either:

  • Contract Upload from the left-side navigation pane

  • Contract Upload > Single Contract Upload from the left-side navigation pane

Prerequisites

Only users with the following user roles can access this wizard.  

  • Contract Upload

  • Editor

  • Admin

Step Descriptions

There are five (5) steps for uploading individual contracts via the Single Contract Upload wizard.

  1. Contract Information: Indicate contract details, such as the associated organization, vendor, manufacturer, tier level, etc.

  2. Contract Items: Upload items associated with the contract.

  3. Contract Attributes: Indicate various contract attributes if necessary.

  4. Attachments: Add attachments to the contract if necessary.

  5. Completed: Indicates the contract was successfully uploaded and provides the opportunity to upload another contract.

Upload a Single Contract

To upload a single contract:

  1. Navigate to Contract Upload > Single Contract Upload. The Contract Information step of the Single Contract Upload wizard appears.

  2. Fill out the contract information. In this step, you will fill out the contract details. Details include the associated organization, vendor, manufacturer, tier level, source type, etc. Refer to Contract Information for information about each field.

  3. Prepare the contract items template. After filling out the contract information:

    1. Select the Download Template link at the bottom of the Contract Information screen. The Contract Items Template is downloaded to your workstation in XLSX format.

    2. Fill out the template with the items you want to associate with the contract.

      Note: All fields, except Vendor Part Num and Buyer Part Num, are required.

  4. Select Next. The Contract Items step appears.

    Note: If you did not download the Contract Items Template during the Contract Information step, you can download the template during the Contract Items step.

  1. Upload the contract items. In this step, you will upload the Contract Items Template you completed.

    1. Select Choose File to search for and select the template that you filled out.

    2. Select Add Items.

    3. The Upload Items confirmation message appears. Select Yes. The items are uploaded to CCXpert.

    4. Review the Clean Items to ensure the information is accurate.

    5. Review the Problem Items to discover which items could not be uploaded. The Message column describes the issue with the item.

      Note: You must correct the Problem Items. Problem Items will not be uploaded.

    6. Fix the problem items in the template and re-upload the template.

  2. Select Next. The Contract Attributes step appears.

  3. Configure the contract attributes if necessary. If desired, select the dropdown icon to open each section and fill in the fields to choose contract attributes. None of these fields are mandatory and, if needed, can later be inserted via the Contract Details tabs. Refer to Contract Attributes for information about each field.

  4. Select Next. The Attachments step appears.

  5. Add or manage contract Attachments if necessary. If desired, select Choose File to search for and select an attachment to add to the contract. The attachment appears on the screen. Refer to Attachments for information about each field.

    Note: Select Add File (in the Action column) to add additional attachment rows. Repeat until all attachments have been uploaded.
    Note: Enter comments about the attachment in the Comments column.

  1. Select Complete Upload. The contract is uploaded, and the Completed screen opens with a confirmation message.

    Tip: Select Upload Another Contract to upload another contract.