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Defining contractual partners management options

The Contractual partners area offers various options for contractual partners management.

Two options are available for defining contractual partner management. You can choose between the configuration interface or the advanced configuration via a JSON file.

Choosing between the two options for defining contractual partners management - This is how it works

  1. Initially you will be offered the configuration interface.

  2. Activate the Advanced configuration via the radio button.

    The JSON file for configuration opens.

Configuration options for contractual partners management within the configuration interface:

  • Activate contractual partner creation: Checkbox to allow contract management users to create new contractual partners via the application interface.

  • Activate contact person management: Checkbox to provide contract management users with a choice instead of a simple text field for contacts.

    New contact persons can also be created via the application interface.

  • Search description field during selection: Checkbox to allow contract management users to search the description field in addition to the title when searching for contractors. For activation it is necessary to index the Description field (ecsCPDescription).

Important: Use this option only for less than 1,000 contractual partners in the contractual partner list.

  • Number of contractor proposals to be displayed : Defines the maximum number of results displayed in the contract partner selection of the contract creation.

    The default value is 10. Values below 10 are ignored. The value 50 should not be exceeded.

  • Activate external link: Radio button that controls whether a link to external websites is displayed next to the contract partner in the contract view. You can define the desired URL in the URL for link text box.

Configuring contractual partner management via the configuration interface - This is how it works

  1. Use the checkboxes described above to control the desired behavior.

  2. Define the maximum number of results displayed in the contractor selection.

  3. Define the desired URL if necessary.

  4. Save your changed configuration.

Configuring contractual partner management within the JSON file - This is how it works

  1. Use the creationAllowed property to control whether new contractual partners can be created from the application interface.

    Values for creationAllowed: true or false.

  2. Use the contactPersonManagementAllowed property to control whether a selection should be available instead of a simple text field for contact persons.

    Provided that creationAllowed is also specified as true , new contacts can be created via the application interface.

    Values for contactPersonManagementAllowed: true or false.

  3. Use the searchInDescriptionField property to control whether users have the option to search the description field in addition to the title when searching for contractors.

    Values for searchInDescriptionField: true or false.

  4. Use the numberOfContractualPartnerProposal property to define the desired maximum number of results displayed in the contractual partner selection of the contract creation.

    The default value for numberOfContractualPartnerProposal is 10. Values below 10 are ignored. The value 50 should not be exceeded.

  5. Use an externalLink node to control whether a link to external websites should be displayed next to the contractual partner in the contract display.

    1. Set whether the area is displayed via enabled.

      Values for enabled: true or false.

    2. Use the linkTemplate property to control which address the link should lead to.

      Use the metadata of the contractual partner with the placeholder according to the scheme ${$Item.internalFieldname}.

  6. Save your changed configuration.

Sample JSON file configuration for contractual partners

{
    "creationAllowed": true,
    "contactPersonManagementAllowed": true,
        "searchInDescriptionField": true,
        "numberOfContractualPartnerProposal": 10,    
        "externalLink": {
        "enabled": true,
        "linkTemplate": "https://integrator.d-velop365.com/navigate?target=contractPartner&PartnerId=${Item.ecsCPId}"
    }
}