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Tips   Add appendixes to a contract request

Use appendixes to add terms, conditions, and other documents to a contract request (CR).

To edit the content of an existing appendix, delete the appendix, edit the file, and then add the file as a new appendix.

Related topics

About contracts

Add or edit a contract appendix

 

Screen details

To display the Appendixes screen, click Contract in the Navigation Panel or Create in the central "swoosh" or image on the Home page, then Contract Request on the Create Contract or Create a New Request screens, and then click Appendixes.

 
  1. Review current appendixes for the contract request:
    • Click Add Appendix to append a file to your CR. Repeat to add multiple appendixes.
    • If an appendix has already been added, click Edit to change the description.
    • To delete one or more appendixes, check the associated check boxes and click Delete.
    • If available, click the Table Options icon, located in the row above the column headers, to display commands that control the display of data in the table. For example, you can hide or show columns of data; group data; or export data to Excel.
  2. Click Next to go to the next step in the process, or click Summary to go to the Summary screen where you can review the CR and submit it for approval. You can also click any link in the Navigation Panel to go directly to that step.

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