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Configuring the contract status

The contract status is managed in the term store. The following terms are already included by default:

  • Canceled

  • Draft

  • Expired

  • Under negotiation

  • Valid

Each contract status represents a specific contract life cycle.

You can configure the phase of the contract status using the term. This will perform different actions depending on the contract life cycle (e.g. renewal and notification):

  • Pre-contractual phase (pre)

    • Draft

    • Under negotiation

  • Contract execution (active)

    • Valid

  • Contract termination (post)

    • Expired

    • Canceled

Warning

You can edit existing statuses or the default statuses, however, you should not delete these statuses. Once deleted, the statuses cannot be restored.

If you want to change the labels or add further terms, proceed as follows:

Changing the existing terms - This is how it works 

  1. Open the Site settings.

  2. Open the Term Store Management under Site Administration.

  3. Navigate to Term Store Management Tool > Taxonomy Term Store in the site collection.

  4. Select the term set ecsContractState.

  5. Customize the default label in the desired language by selecting the appropriate language.

  6. Optional: Under Custom properties , customize the contractLifecycle property. If no value is specified, then the default value pre is used.

    Valid values: pre, active, post.

  7. Optional: Under Custom properties, customize the IsDefault property. Selecting the value 1 makes this contract status the default status when creating a contract. If you don’t specify a value, the default value 0 is used.

    Valid values: 0, 1

  8. Empty the cache on the start page of the d.velop contracts for Microsoft 365 administration interface. Your changes will then be applied in the contract management interface.

Warning

You are not permitted to change the local properties id and internalName.

Adding new terms - This is how it works 

  1. Open the Site settings.

  2. Open the Term Store Management under Site Administration.

  3. Navigate to Term Store Management Tool > Taxonomy Term Store in the site collection.

  4. Select the term set ecsContractState.

  5. Create a new term by clicking on the term set ecsContractState and selecting Create term.

  6. Enter a new name for the term.

  7. Assign an internal name for the new term under Custom properties. To do this, click Add below the local properties. Now you can specify internalName as the local property name and specify the name as the value.

  8. Optional: Assign a default label for additional languages by selecting the appropriate language.

  9. Optional: Assign a color for the new term under Custom properties. To do this, click Add below the local properties. Now you can specify color as the local property name and enter a hex code as the value. If you do not enter a value, the color of the default theme will be used for the user interface.

    Note

    The color of the contract status is displayed in the header of the contract view and in the pie chart on the dashboard.

  10. Optional: Under Custom properties , customize the contractLifecycle property. If no value is specified, the default value pre is used.

    Valid values: pre, active, post.

  11. Optional:Under Custom properties, customize the IsDefault property. Selecting the value 1 makes this contract status the default status when creating a contract. If you don’t specify a value, the default value 0 is used.

    Valid values: 0, 1

  12. Save the new term.

  13. Empty the cache on the start page of the d.velop contracts for Microsoft 365 administration interface. Your changes will then be applied in the contract management interface.