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Source-to-Pay Operations and Contract Management Pro integration › Integrate › Sourcing and Procurement Operations › Finance and Supply Chain
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Initiate a contract request

Initiate a contract request from the Source-to-Pay workspace.

Before you begin

Role required: sn_cm_core.contract_user

To initiate a contract request, you must have already added a contract template and created template rules. For more information on how to add a contract template, see Configure templates for a contract and amendment request in Contract Management Pro. For more information on how to create template rules, see Configure contract template rules.

You can initiate contract requests from the related work section, the Dynamic Related Records (DRR) contextual side panel, and the playbook.

Procedure

  1. Navigate to the Source-to-Pay Workspace.

  2. Open the entity for which you have to initiate a contract request.

    Note: Contract requests can be initiated for purchase lines, purchase requisitions, sourcing requests, negotiations, and sourcing events.

  3. Initiate a contract request from the related work section, the DRR, or the playbook.

    • From Related work: Contract requests can be initiated for all types of entities. For more information on how to initiate a contract request from the related work section, see Initiate a contract request from the related work section.
    • From DRR: Contract requests can be initiated for all types of entities, except purchase lines. For more information on how to initiate a contract request from the DRR, see Initiate a contract request from Dynamic Related Records (DRR).
    • From Playbook: Contract requests can be initiated only for sourcing events and sourcing requests. For more information on how to initiate a contract request from the playbook, see Initiate a contract request from the playbook. Note: You can manually create a contract request for a given supplier throughout the S2P workflow, so that a signed contract can be created with that supplier.

  4. Initiate a contract request from the related work section
    Initiate a contract request for purchase lines, purchase requisitions, sourcing requests, negotiations, or sourcing events from the related work section.

  5. Initiate a contract request from Dynamic Related Records (DRR)
    Initiate a contract request for purchase requisitions, sourcing requests, negotiations, or sourcing events from the Dynamic Related Records (DRR) section.
  6. Initiate a contract request from the playbook
    Initiate a contract request for sourcing requests or sourcing event from the playbook.

Parent Topic:Source-to-Pay Operations integration with Contract Management Pro