Creating a Contract
Abbie Shellist
64 steps
4 minutes
Agiloft
Oracle Cloud
1
Log into Dash and use the arrow on the slider to find "Agiloft"
2
Click "Agiloft"
3
Click this icon.
4
Click "Submit a Contract"
5
Start typing the company name or click on the magnifying glass to do a search.
6
7
Enter the title of your contract.
Tip! Make sure your contract title is descriptive
8
Is the contract project related or not? In this scenario, my contract is not project related so I will select "no"
9
You will begin entering your GL account string starting with entity
10
You can type your entity number or click on the magnifying glass to search the list of entities.
11
12
Enter the fund
13
Enter the department
Tip! The account is what we formerly referred to as a the GL number
14
Enter the account.
15
Or to search by text, click on the magnifying glass
16
Click the "All text fields" field.
17
In the search field, type in your text
18
Click "go"
19
Choose the account from the list of selections
20
Enter the program from the dropdown menu
21
Enter the activity from the dropdown menu
Alert! The following instructions are for entering project information in the account section.
22
If your contract is project related, select "yes"
23
Click this text field.
24
Type in your project number and select the project from the dropdown
25
Click search to pull up the task numbers
26
The red arrow is used to import the information
27
To find the award number click on the search icon
28
Import the information with the red arrow
29
Enter or look up the expenditure type
30
Use the red arrow to import
31
Enter the expenditure organization
32
Enter the budget entity
33
34
Enter a description of the contract
35
Select the contract category
36
Select the contract type (payable, receivable, zero dollar, etc.)
37
Select your contract start and end dates
38
Tip! As the contract requester, you will automatically receive notifications for this contract. You do not need to enter your own name here.
39
If you need to add someone to notifications do so here.
40
41
Click this checkbox.
42
Select "add"
43
Enter your contract's payable amount
Tip! If you select No Bid- NCJ Required, please be sure to attach a copy of your NCJ form when you are uploading your contract document.
44
Select the competitive type
45
Select your ship-to address by selecting the street address and shipping location name
46
47
Click this image.
48
Click the red arrow to import your selection.
49
If your bill-to is the same as ship-to, check this box. Otherwise, you can select a bill-to address.
50
To select a company contact, click on the magnifying glass.
51
If you see the contact you want to use, check the box next to their name
52
and click on replace
53
If you need to add a new contact, fill out first and last name along with email address and select their role. Then you can click on save company contact.
54
Click save and go to next tab
55
Add your draft contract and any supporting documents
56
You must add a title for each document and select the document type
57
You can drag and drop or click on attach/manage to select a file
58
Click this button field.
59
Once you select your file, click "finish"
60
Click "Save"
61
Click "Approvals"
62
If you need to add notes, you can do so here
63
Once you are ready, click "submit for review"
64
Click "My Contracts" to go back in to see the draft contract you just submitted
Creating a Contract
Abbie Shellist
64 steps
4 minutes
Agiloft
Oracle Cloud
1
Log into Dash and use the arrow on the slider to find "Agiloft"
2
Click "Agiloft"
3
Click this icon.
4
Click "Submit a Contract"
5
Start typing the company name or click on the magnifying glass to do a search.
6
7
Enter the title of your contract.
Tip! Make sure your contract title is descriptive
8
Is the contract project related or not? In this scenario, my contract is not project related so I will select "no"
9
You will begin entering your GL account string starting with entity
10
You can type your entity number or click on the magnifying glass to search the list of entities.
11
12
Enter the fund
13
Enter the department
Tip! The account is what we formerly referred to as a the GL number
14
Enter the account.
15
Or to search by text, click on the magnifying glass
16
Click the "All text fields" field.
17
In the search field, type in your text
18
Click "go"
19
Choose the account from the list of selections
20
Enter the program from the dropdown menu
21
Enter the activity from the dropdown menu
Alert! The following instructions are for entering project information in the account section.
22
If your contract is project related, select "yes"
23
Click this text field.
24
Type in your project number and select the project from the dropdown
25
Click search to pull up the task numbers
26
The red arrow is used to import the information
27
To find the award number click on the search icon
28
Import the information with the red arrow
29
Enter or look up the expenditure type
30
Use the red arrow to import
31
Enter the expenditure organization
32
Enter the budget entity
33
34
Enter a description of the contract
35
Select the contract category
36
Select the contract type (payable, receivable, zero dollar, etc.)
37
Select your contract start and end dates
38
Tip! As the contract requester, you will automatically receive notifications for this contract. You do not need to enter your own name here.
39
If you need to add someone to notifications do so here.
40
41
Click this checkbox.
42
Select "add"
43
Enter your contract's payable amount
Tip! If you select No Bid- NCJ Required, please be sure to attach a copy of your NCJ form when you are uploading your contract document.
44
Select the competitive type
45
Select your ship-to address by selecting the street address and shipping location name
46
47
Click this image.
48
Click the red arrow to import your selection.
49
If your bill-to is the same as ship-to, check this box. Otherwise, you can select a bill-to address.
50
To select a company contact, click on the magnifying glass.
51
If you see the contact you want to use, check the box next to their name
52
and click on replace
53
If you need to add a new contact, fill out first and last name along with email address and select their role. Then you can click on save company contact.
54
Click save and go to next tab
55
Add your draft contract and any supporting documents
56
You must add a title for each document and select the document type
57
You can drag and drop or click on attach/manage to select a file
58
Click this button field.
59
Once you select your file, click "finish"
60
Click "Save"
61
Click "Approvals"
62
If you need to add notes, you can do so here
63
Once you are ready, click "submit for review"
64
Click "My Contracts" to go back in to see the draft contract you just submitted
