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:
- Considered what data is important for you to store, e.g. region, legal entities, department etc.
- Selected the default fields to display in your Contracts Listing page
- Selected the default fields to be available on the New / Edit Contract page
- Reviewed/edited the default options for any default fields, e.g. adding new drop-down values to the Contract Type field
- Assigned the correct permissions in the Host Permissions tab
Optional:
- 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.
- Assigned Category Dojo permissions (where the Category field is being used)
- 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