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

If you are an infrequent user new to CSRs, complete each step in the Navigation Panel and then use this screen to review the CSR and add comments before you submit it for approval. Click the Approval Flow tab to see who needs to approve the request.

This screen also appears when you edit a CSR that has a status of Composing, or when you edit a CSR that you are approving.

In an amount-based CSR, the Total shown equals the sum of minimum amounts of all line items. In a quantity-based CSR, the Total equals the sum of all line item minimum quantities times their prices.

You can source items from your company’s catalog; you cannot source items from a supplier’s Internet Catalog (also called a PunchOut Catalog).

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.

1. Add or review basic information.
2. Add or review catalog items or non-catalog items.
• Click Edit for a line item to change information for that line item.
• Click the check box for one more more line items and then click Copy or Delete to copy or delete the selected line items.
• 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.
3. Add or review comments.
   • Enter comments that might help approvers evaluate the request, or that might help when setting up the RFX.
   • Click Add Attachment to include an attachment file with your comments. Attachments to a sourcing request can be displayed only in Ariba Contract Compliance; they cannot be accessed or displayed in Ariba Enterprise Sourcing.
   • Click Add Appendix to add an appendix. Appendixes that originate from spot sourcing events are not sent to suppliers as part of purchase orders.
   • Click Delete to delete an existing comment.
4. Submit or save changes.
   • Click Submit to submit the request for approval or Exit to stop working with it. When you submit the request, it has a status of Submitted and is listed on the Submitted status screen. If you exit and choose to save the request, it has a status of Composing and is listed on the Composing status screen. You can edit the request at a later time and then submit it for approval.
   • If you are an approver editing a CSR, click Save to save your changes. You can then view a status screen from which you can approve or deny the CSR.