Executing a Set of Contracts

You can execute a set of contracts by selecting the contracts from the contract repository search results or from the list of contracts in a folder. You can also execute a single contract.

Before you begin

If the clause visibility feature is enabled, only those contracts for which you have permissions to view all the clauses are executed.

Note: To execute a single contract, open the contract in the Contract Editor and click the Execute icon in the main toolbar.

Procedure

To execute a set of contracts, complete the following steps:

  1. Search for the appropriate contracts.
  2. From the search results, select the contract or contracts that you want execute.
    Note: You can execute only up to 15 contracts at a time. You can amend up to 1000 contracts at a time. As a part of amendment, you can execute all the contracts.
  3. Click the Execute link available on top of the Search table.
  4. Select the execution method that you want.

    When all the contracts are executed, each user receives only one notification email for each type of contract that is selected. On execution, a notification is triggered based on the types of contracts selected. If the selection includes both authored and filed contracts, two separate notifications are triggered for the authored and filed contracts.

  5. In the Contract dates field, select one of the following options.
    • Use dates from individual contract: To use the execution dates from the individual selected contract.
    • Specify dates: To specify new execution dates for all the selected contracts.
  6. If you selected Specify dates, specify the following details.
    • Contract execution
    • Effective start date
    • Effective end date

    The effective end date is optional. All dates that you specify here are applicable to all contracts.

  7. Click Comment to add a comment.
  8. For e-signed execution of all the contracts by an internal user only, click Notification Recipients to confirm or edit notification recipients.
  9. Review the execution instructions that are configured by the IBM Emptoris Customer.
  10. To print these instructions, click Print Instructions.
  11. Select Yes from the Download Document list to download the contract in RTF or PDF format and associated attachments for all the selected contracts.
    Tip: You can download the compressed file that contains all the documents. By default the name of the compressed file is Contracts.zip but you can modify the file. The compressed file contains a separate directory for each contract. Each directory contains the contract document and a subdirectory that contains all the attachments of the contract.

Results

If any of the selected contracts cannot be executed due to some validation error or if there are warnings, the Execute Validation Summary window is displayed. Depending on the validations, the contracts are listed in the following categories.

  • These contracts can be executed: The contracts do not have any validation errors or warnings and can be executed.
  • These contracts have warnings but can be executed: The contracts have warnings but can be executed. You can view the warnings for a contract by selecting it.
  • These contracts cannot be executed: The contracts contain validation errors and hence cannot be executed. You can view the validation errors for a contract by selecting it.

What to do next

You can select the contract and view the appropriate information in the Execute Validation Summary window. Click OK to execute the contracts that do not have validation errors.