If you are a frequent user who is familiar with how to create and submit contract requests (CRs), use the Summary screen to create and submit a contract in one step.

If you are an infrequent user new to CRs, complete each step in the Navigation Panel and then use this screen to review the CR and add comments before you submit it for approval.

This screen also appears when you edit a contract sourcing request (CSR) that has a status of Composing, or when you edit a CSR that you are approving.

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.

In the default configuration, if a contract was created from Ariba Contract Workbench, it will have no data in the Approval Flow tab because all approvals are handled in Ariba Contract Workbench instead.

If you were working in another Ariba Spend Management solution, such as Ariba Category Management, and you followed a link from that application to this screen, you can go back to that application by clicking the related link on this screen.

Refer to the step-by-step instructions for each screen to complete the necessary information:

1. Click the Summary tab and enter the contract Definitions and the contract Limits.
2. Click the Pricing Terms tab and enter the contract Pricing Terms. Or click Edit to change the default accounting and comments for any term on the Edit Contract Pricing Term screen.
3. Click the Milestones tab to add and edit contract milestones, and view milestone status information.
4. Click the Summary tab and assign the contract Access Control, select the contract Payment Terms, and add one or more Appendixes. You can also add comments to the contract:
   • Enter a comment in the Comments box. The comments you enter on the Summary screen apply to the entire contract.
   • To include an attachment with your comments, click Add Attachment and then browse to and click the file you want to attach; the file name appears in the Attachment field.
   • Click Add Appendix, then browse to and click the file to append it. The file name appears in the Appendixes region.
   • Click Delete to delete an existing comment and any related attachments or appendixes.
5. Click the Approval Flow tab to see who needs to approve your request. You can add approvers, if necessary.
6. Click the Document tab to view any documents (for example, Main Agreement) are associated with this contract from Ariba Contract Workbench.
7. Review the request to ensure it is complete.
   • If you add a new pricing term to your cart from the Summary screen, edit the term (from the Pricing Terms tab) to review and change the accounting and other details before you submit the request.
   • If you see any warning or error icons, return to the appropriate screen and correct the problem; then click Summary to return to the Summary screen.
8. When the request is complete, click Submit to submit it for approval, or Exit to leave the request with a status of Composing and return to the Home page. You can return to the request at any time and submit it for approval.
   • If you are an approver editing a request, click Save to save your changes. You can then view a status screen from which to approve or deny the request.