A contract in Negometrix3 is based on a template. Fields have been created in a template that must then be filled in when creating a contract. Ultimately, you can use multiple templates for different needs. In order to build a template you must have a contract manager license.
- Navigate to Contracts in the right-hand menu
- On the top of your screen, click the Contract templates tab.
- Click the Add button to start a new contract template. Click on a pre-existing template to make edits.
A template always has a number of system fields that are the same in each template and cannot be deleted. These fields are under the General Information tab. These fields can be moved to a different tab or section. In addition to the system fields, you can customize the rest of the template to the needs of your organization. A template can consist of different tabs by clicking Add tab, and 1 or more sections added per tab (Add section button). Fields can be created under the section(s).
Once you have performed the above actions you can create a field. When creating a contract you must enter three items for the name. These items include the following:
- Click the Add field button, and a pop-up window will ask you for more information:
- Reference name: This field is used for the Negometrix database. Use the following format to enter the reference names: the displayed name, without spaces with a capital letter after the space (ie. Total value = TotalValue).
- Displayed name: This is the name that will be displayed in the contract.
- Description: This field is mandatory, but it is not visible in the contract. Here you can enter the same name as what you enter under displayed name.
- Choose the field type from the drop-down menu. Click here for an overview of the type of fields.
The calculation field requires some additional steps and is therefore explained below. You can use the field calculation to make calculations for using other fields in the contract. It is important that you include the reference names of the fields that are part of the calculation in the brackets so that the database understands which fields you mean.