How do I configure the Basic Details when setting up my Contracts settings?
What's the issue you're facing?
I'm trying to configure the basc details within Contract Settings. What can I configure here and how do I do this?
Solution
The ‘New / Edit Page’ settings allow you to select which details users will be required to fill out when adding a new contract or when editing an existing contract. In the Basic Details section you can choose whether to include ‘Contract Reference’,‘Category’, ‘Legal Entity’, and ‘Jurisdiction’, as well as which “Contract Types” to include.
If ‘Category’ is selected here you will also need to set up your categories within our Category Dojo module. To do this, click on the ‘Set up spend categories’ button. If you’re new to Category Dojo, you will first need to set up a ‘Spend Portfolio’ and add your list of categories to the portfolio. Once this is done, go to the Host Permissions within Category Dojo and share your new portfolio with anyone who will be accessing the Contract Dojo module.
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