No Lines Agreements Resources

Contracts Home
ERP Training & Office Hours Calendar

Steppers and Guides

Resource NameResource TypePotential Users
Contract Administrator No Lines Agreement Resource GuideReference GuideContract Administrators
Create a Contract (No Lines Agreements)StepperContract Administrators
Quick Reference Guide for a No Lines AgreementReference GuideContract Administrators
Creating Fulfillment Lines on an ACTIVE No Lines AgreementStepperContract Administrators
Creating a Requisition from a Contract Request FormStepperContract Administrators
No Lines Agreement: Fulfillment to Receipting Workflow (FAQ)Guidance DocumentContract Administrators
Fulfillment Checklist for No Line AgreementsReference GuideContract Administrators

Videos

Video Guide (Links Included!)
Video TitleVideo DescriptionPotential Users
Creating a Contract: Guidelines for Getting StartedReview guidelines for creating a No Lines Agreement contract to ensure that data is entered into the system fully and completely.Contract Administrators
Verifying the Primary Party/Supplier is in the ERPVerify that the Primary Party (Supplier) on the contract is registered in the ERP and SPEND_AUTHORIZED. A contract cannot be created if a Primary Party is not identified on the contract.Contract Administrators
Using the Task Icon to Create a ContractReview of basic navigation and first steps in creating a contract using the task icon.Contract Administrators
Entering Data on the Overview tab-Contract Ending in an AgreementEnter basic information for the contract on the Overview tab using information from the Action Item in consultation with the OGC Attorney. Gather all information necessary to complete this tab before beginning the contract.Contract Administrators
The Contract Terms tab and Entering Pending VariablesReview contract terms on OGC's contract template. Enter contract specific Pending Variables.Contract Administrators
Completing the Parties tabEnter all contract administrators from your office as well as your attorney and District signers. The supplier's authorized signer must also be included to facilitate sending the contract for signature.Contract Administrators
Viewing the DeliverablesReview Deliverables: Checklist of Documents to be uploaded on the Documents tab.Contract Administrators
Uploading Documents on the Documents tabUpload necessary documents on the Documents tab. Include documents on the Deliverables tab as well as any other supporting documentsContract Administrators
Consulting the History tabView this tab after the contract is submitted to track where the contract is in the approval workflow.Contract Administrators
Submitting the ContractAfter your OGC attorney has reviewed the contract, submit the contract for approval. Once approved, it can be sent for signature.Contract Administrators
Notifications: Contract is RejectedReview reasons why your contract was rejected in bell notifications and Things to Finish area. No luck? Check the BPM worklist.Contract Administrators
Creating Fulfillment LinesCreate fulfillment lines on the Active contract as Step 1 of the fulfillment process.Contract Administrators
Creating Purchasing DocumentsGenerate purchasing documents as Step 2 of the fulfillment process.Contract Administrators