Intelligentcontract provides you with the ability to Relate your contracts together to give you a clear picture of all those Contracts that have a direct or indirect relationship. These could be Supplier Contracts that have come about because of an existing Customer contract or simply to note that there is a relationship that is worth noting
The below example shows a Contract with an agency for the supply of Surgery Consultants, displayed within its Related tab are the related Consultant Contracts.
Fig 1 - Related Contracts
Note: Master/Sub-Contract relationship are different to Related Contracts, a Sub-Contract could have a direct impact on a Master Contract where as Related Contracts bares no such impact, indeed they are for information only to give a history of the route in which the Related Contracts came about.
After each Contract is created there is a Related tab on the bottom of the screen, here you can create a new Related record. You can select the can select either Contract to create the related record
- Open up a Contract
- Access the Related tab
- Click [New]
- Enter the Type - the relationship Type values can be adjusted to your own requirements within the Value Set feature
- Select the Related Contract
- Add a Description if required
- Repeat if more than one Contract is related to the selected one
Fig 2 - Related record
Both Contracts will now reference each other in the Related tab at the bottom.
This Agency Contract is Related to the 2 Consultancy Contracts that they co-negotiated.
This Consultancy Contract is Related to the Agency Contract only
To sever the relationship, just delete the Related record from either of the Contracts..