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Contract Categories in Contract Management

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Dave F

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Posts: 1

5/25/2018 12:08 PM

Hi All,

I'm a fairly novice Contract Management user. I noticed that we can create "Categories" via Contract Administrator-General Setup-Categories.

I'm looking to create a category for each of our product categories and then tag each individual contract to its category. The goal is to be able to run a quick and easy report based on category in order to see where standardization opportunities arise. While creating the category is easy, I cannot locate anywhere on the contract itself to associate a category to it. Can anyone assist?

If I am off base here and there is a much better way to do this, please let me know. Thank you for your time in advance.

RussMul

Basic Member Send Private Message

Posts: 8

6/1/2018 12:57 PM

You could use the PO25. Populate user field 3 with your categories. You can then extract info via say Crystal Reports tying in your PO activity to capture volumes.