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Contract process - Business rules

In the out-of-the-box Contract workflow, the following business rules apply to the indicated metaphase or phase.

Contract process - all phases

Event Condition Service Management action
After change Id is not empty

Name = mandatory
Id is not empty Contract number = mandatory
Start date is not empty, and End date is not empty Validate: End date ≥ Start date
Price is not empty, and Currency is empty Currency = US$
Price is empty, and Currency is not empty Currency = null
Vendor is changed Vendor contact = null
  • Cost type is not empty
  • Parent contract is changed
  • Cost type of the parent contract is not empty
 Cost type = Cost type of the parent contract
  • Cost center is not empty
  • Parent contract is changed
  • Cost center of the parent contract is not empty
 Cost center = Cost center of the parent contract
Rendering forms None

  • Show Vendor contact list with filter:

    • Company = Contract vendor

  • Show Parent contact list with exclusion of:

    • Current contract

Vendor is empty Vendor contact = read-only
None Show only active cost centers in the Cost center drop-down list
None Show only active cost centers in the Cost type drop-down list
Entering Notify before (days) is empty Notify before (days) = 60
Then notify before (days) is empty Then notify before (days) = 30

Draft metaphase

Event Condition Action
After change None Active = true

Create phase

Event Condition Action
After change Start date is not empty Validate: Start date ≥ now
Rendering None Close code = hidden
Rendering None Close reason = hidden
Rendering None

Suspended = hidden

Review phase

Event Condition Action
After change Start date is not empty Validate: Start date ≥ now
Rendering None

Close code = hidden
Rendering None Close reason = hidden
Rendering None

Suspended = hidden

Sign phase

Event Condition Action
After change Start date is not empty Validate: Start date ≥ now
Rendering None

Close code = hidden
Rendering None Close reason = hidden
Rendering None Suspended = hidden

Active metaphase

Event Condition Action
After change None Active = true

Execute phase

Event Condition Action
Rendering Close code is ended or empty Close reason = hidden
After change None

  • Vendor = mandatory

  • Effective from = mandatory
 
  • End date is changed and is not empty, or
  • Phase is changed, the previous phase is not Execute, and End date is not empty

Validate: End date ≥ now
Per schedule Notify before (days) and End date are both not empty

  1. Set scheduler on End date-Notify before (days)

  2. Once triggered, send notification email to Administrator
  Then notify before (days) and End date are both not empty

  1. Set scheduler on End date-Then notify before (days)

  2. Once triggered, send notification email to Administrator
  End date is not empty

  1. Set scheduler on End date

  2. Once triggered, set Close code = ended

Done metaphase

Event Condition Action
After change None Active = false

Close phase

Event Condition Action
Rendering None Suspended = hidden
  Close code is ended or empty Close reason = hidden
Entering None Send notification email to Administrator
After change None

  • Vendor = mandatory

  • Effective from = mandatory

  • If Close code = Terminate by us or Terminate by vendor, validate: Close reason is not empty

Abandon phase

Event Condition Action
Rendering None

  • Close code = hidden

  • Close reason = hidden

  • Suspended = hidden

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