Contracts Configuration Checklist - What things do I need to think about before setting this up?

Contracts Configuration Checklist - What things do I need to think about before setting this up?

What's the issue you're facing?

I'm thinking about setting up my Contracts settings. What are some good idea for things that I need to consider before doing so?

Solution

Before starting to add new contracts to your account, we recommend checking that you’ve done the following:

Essential:

  1. Considered what data is important for you to store, e.g. region, legal entities, department etc.
  2. Selected the default fields to display in your Contracts Listing page
  3. Selected the default fields to be available on the New / Edit Contract page
  4. Reviewed/edited the default options for any default fields, e.g. adding new drop-down values to the Contract Type field
  5. Assigned the correct permissions in the Host Permissions tab

Optional:

  1. Added any Custom Fields and selected which should be available on the Contracts Listing page Top tip: although optional, custom fields give you another great source of reporting, e.g. Supply Region or Supplier Tier, as well as being used to filter contracts in the app.
  2. Assigned Category Dojo permissions (where the Category field is being used)
  3. Enabled Market Dojo API (where data will be exported for reporting purposes) Top tip: Market Dojo has an open API which allows you to export your data into external reporting tools. Alternatively, we can set up a Bespoke Power BI report on your behalf - for details on this option contact your Account Manager