Adding Parties to a Contract works a little differently than the other fields as Parties can exist as their own record that can be created and edited.  


Rather than typing a Party name in the Contract field, intelligentcontract links the Party directly to the Contract and vice versa. This link is displayed in a sub-tab below the contract record.


To add a Party to a Contract, there are two ways, either link a Party to a Contract or a Contract to a Party - this will be dependant on which record you are initially in but both options result in the same linkage.


Link a Party to a Contract


If you are updating and existing Contract:

  • Navigate to Contracts
  • Find the specific Contract and open
  • Scroll to the bottom of the form to the sub tabs, select the Party tab
  • Press [New], you will be presented with the Create Party form


If you are creating a new Contract:

  • Navigate to Contracts > Click [New]
  • Create the new Contract and save the record, scroll to the bottom of the form and the sub tabs will now be displayed , select the Party tab 
  • Press [New], you will be presented with the Create Party form


Fig 1 - Linking a Party to a Contract


  • Name - Click the magnifying glass icon to search for an existing Party record, or use the + icon to create a new Party
  • Classification - Identify the relationship of the Party to the Contract (Customer / Supplier / Agent)
  • Contract - The Contract will default from the Party record
  • Primary Organisation - If this is ticked then this Party will be displayed on the Contract Summary screen if selected in a Contract View 


Link a Contract to a Party


If you are updating and existing Party record:

  • Navigate to Parties
  • Find the specific Party and open
  • Scroll to the bottom of the form to the sub tabs, select the Contract tab
  • Press [New], you will be presented with the Create Contract Party form


If you are creating a new Party:

  • Navigate to Parties > Click [New]
  • Create the new Party and save the record, scroll to the bottom of the form and the sub tabs will now be displayed, select the Contract tab
  • Press [New], you will be presented with the Create Contract Party form


Fig 2 - Linking a Contract to a Party


  • Name - The Party name will default from the Party record
  • Classification - Identify the relationship of the Party to the Contract (Customer / Supplier / Agent)
  • Contract - Click the magnifying glass icon to search for an existing Contract record, or use the + icon to create a new Contract
  • Primary Organisation - If this is ticked then this Party will be displayed on the Contract Summary screen if selected in a Contract View 

TIP: The first Party record to be assigned to a Contract will default as the Primary Organisation, if more than one Party is assigned the Primary flag can be adjusted accordingly


Once the link is saved you will then have the ability to search and view all the Contracts associated to a specific Party or all the Parties associated to a specific Contract.