Link parent contract requests
Link parent contracts during drafting and negotiation phases to establish hierarchical relationship between the parent and child contracts.
About this task
This task links a parent contract request without copying any fields from it. If you also want to inherit configured fields from the parent into the child contract request, use Link and inherit parent contract fields instead.
The following video walks you through the process of linking a parent contract request.[Omitted video] Description: Video providing step-by-step instructions on linking parent contract request, approximately one minute long.
Before you begin
Verify that the contract request is in Draft, Work in progress, Awaiting review, or Contract signed state.
Note: If the contract request is in Contract signed state, the parent contract request must be in Contract signed or Closed complete state.
You must be either assigned to the contract request or a group manager or a collaborator.
Verify that the parent contract is a single contract type using own paper or third-party paper.
Role required: sn_cm_core.contract_fulfiller
Procedure
- Open the contract request from workspace that you are using.
| Method | Steps |
|---|---|
| Contract Workspace listing |
|
| Workspace used by your application | 1. Navigate to your workspace. 2. Open the list that displays the contract requests. 3. Select a contract request. |
Select the Related contract requests tab.
Select Link parent contract.
In the Link contract window, select the check box corresponding to the contract request that you want to link as a parent contract.
Note: You can select only one contract request when linking it as a parent contract.
Link contract window with for linking parent contracts.
Select Link contract.
The selected contract request is linked as a parent contract. The parent-child relationship appears in a hierarchical order in the Related contract requests tab.
The associated contract repository records for the contract requests are automatically linked.
The Parent contract request field is updated with the parent contract request number. The linked parent contract details appear in the activity stream.
Parent-child hierarchy in the Related contract requests tab
Parent Topic:Linking parent-child contracts