Requesting Contracts

Note: 

 

 Request-contract functionality must be configured in  NAV on the Vendor Card → Contract Source → Vendor .  

 This workflow applies when the planner/requester requests a contract directly from the Media Owner. 

 

 

 Generating a Contract Request 

 Once the suggested OOH sites have been scheduled, the planner can initiate a contract request by navigating to the Contracts tab on the schedule. 

 

 

 Select the Media Owner , enter a Contract Description , and save the line. 

 

 

 Open the options menu ( ) on the contract line and select Request Contract . 

 

 

 The contract request generator will open, allowing the user to: 

 

 

 Select a contract template 

 

 

 Choose an internal authoriser 

 

 

 Upload an existing Excel schedule or 

 

 

 Generate a schedule using a pivot report based on selected plan lines 

 

 

 

 

 To generate a schedule, select the relevant plan lines and choose Preview . 

 

 

 Once the schedule is attached, select Save & Request Authorisation . 

 

 

 An email is sent to the selected internal authoriser containing the contract request and schedule. 

 Receiving & Authorising the Contract Request  

 The authoriser receives an email containing: 

 

 

 The contract request document 

 

 

 The associated Excel schedule 

 

 

 By selecting the Authorise link, the authoriser can approve or reject the request. 

 Requesting the Vendor Contract 

 Once the contract request has been internally authorised: 

 

 

 The planner receives an email confirming the authorisation status. 

 

 

 Navigate to the plan’s Detail tab and select Authorisations . 

 

 

 Open the options menu ( )  on the relevant line and select Request Vendor Contract . 

 

 

 Enter the vendor’s email address and optionally include a message in the Custom Content field. 

 

 

 Receiving the Contract Request  

 The vendor/Media Owner receives an email requesting the contract, with: 

 

 

 The authorised contract request document attached 

 

 

 Clear instructions on next steps 

 

 

 The vendor returns an unsigned contract , which automatically uploads to the contract line item in the Authorisations section of the plan. 

 Sending the Contract for Internal Signature 

 The planner/requester reviews the uploaded vendor contract and selects Request Internal Signature , sending it to the authoriser for review and signing. 

 Approving & Sending the Contract for Vendor Signature  

 The authoriser: 

 

 

 Receives an email requesting approval and signature. 

 

 

 Downloads, reviews, and signs the contract. 

 

 

 Selects Request Vendor Signature from the email link. 

 

 

 Uploads the signed contract and selects Proceed . 

 

 

 The system emails the signed contract to the vendor for final signature. 

 Vendor Signing the Contract 

 Both the vendor/Media Owner and planner/requester receive an email requesting the vendor’s signature. The vendor signs the contract and returns it via email, which automatically attaches to the plan. 

 Completing the Contract Flow  

 The planner reviews the final signed contract and selects Confirm Contract from the options menu. This action finalises the contract process.