The Activity Management features provided within the http://Salesforce.com platform can be utilised on the Contract Detail page to schedule Contract tasks and events.
Events have a start and finish time, e.g. a meeting, while Tasks just have a target completion date (the Due Date). See the section on Tasks and Events for further details.
A series of Events can be added, for example to schedule periodic reminders to conduct performance KPI reviews.
Note: periodic activity can also be automatically created from templates – see the Contract KPIs section for more details.
Attachments
File attachments of all types are supported. These can be organised into folders using Contract Documents Folders. Create a folder, click Upload Files and follow the instructions. 1GB of file storage is supported and additional storage can be purchased.
Procurement Procedure Monitoring
The Procurement Procedure section allows the establishment of the thresholds above which a particular Procurement Procedure should be followed.
Up to five thresholds can be defined upon a request to Atamis. Then, if the actual expenditure on a contract reaches 80% of the threshold, a warning will be displayed in the corresponding fields.
If the actual expenditure exceeds the threshold, a severe warning will be displayed.
The fields on the left are set by users, depending on the procedure which has been followed.
The fields on the right determines if the procedure used is suitable for the value of spend, and thus the compliance.
Note: The Total Actual Expenditure field is calculated depending on the Framework settings below. For a non-Framework contract, the Total Actual Expenditure is equal to the Actual Expenditure field. For a Framework contract it is the sum of all Actual Expenditures for that Framework.
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