Difficulty: novice

Content

Learning Objectives

After reading this article, you’ll be able to:

Perform the Solution-based rollout for contracts

How to navigate to the rollout

To start the solution-based rollout for Contracts, we have to navigate to the starboard. Then click: Solution-based rollout and select Contracts. After selecting Contracts click Rollout selected solutions. This will provide you with a short explanation like the one below.

After this a new page will open:

Steps to follow

Step 1 Adding the contract types

To add different contract types, we should navigate to the include at the bottom of the page called Contract types (0) and click: new. Fill in names for the different contract types, these are used to distinguish different contracts and are not mandatory.

Step 2 Settings to be determined

Tip: We go over the settings in the table below. However, hovering over the field you are filling in will often provide you with the same help text:

Setting	Description
Send notifications	If set to yes, contract notifications will be sent to a (list of) default recipient(s) via the Notification tab of the contract. These notifications are automatically generated based on the root settings for this per contract
Default number of days before term of notice period notifications send	The number of days before the term of notice date

Pre-defined settings

Then there are some predefined settings, if these need to be adjusted this should be done via settings → modules → Contracts.

Setting	Description
Use contracts	If set to yes Contracts can be created in this environment.
Auto create period	If set to yes, contract periods will be created automatically in case of automatic renewals.
Notifications in past	You can indicate if notifications with dates in the past should be generated.
Default contract category wizard	The category new contracts will be generated in.

Step 3 Start rollout

What happens when clicking the green Start button in this wizard step?

You move on to the next page of the Wizard.
Key user profile is generated for contract managers (more on profiles in User profiles).

Authorizations

In the solution-based rollout user groups are automatically added to the user profiles that are created after completing the first steps. The following groups can be assigned to users:

Group	Reference	Comment
2. View contracts	GOB-G012	Group gives viewing rights to contracts
4. Contract manager	GOB-G010	Group gives access to creating and editing contracts
4. Contract indexing	FMB-G033	Group gives access to index options of contracts (via FMBNavigation menu and tabs in a contract)
6. Contract notifications	GOB-G032	Contact receives contract reminders in the context of a contract via script

Step 4 Check data and close the rollout.

On the next page we can check all items that have been created. This also contains a checklist we can follow.

The import file created in this SBR is the import for contracts, contract period schemes and items. To download the import template:
- navigate to the “Relevant imports” include
- Click Generate import template
- Click the download icon next to the loop to download the template.
- Send files to the client
Import files receives and approved
- If relevant, check if Properties/Assets and Catering objects are imported successfully. When the properties and areas are already imported when Initializing the environment these boxed can be checked directly.
- Click Upload import file and upload the import file obtained from the customer. For more info on imports look into.

If everything is handled we can close the rollout by clicking the close button, Contracts will now be shown as a NavigationMenu option.

Summary

Exercise

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