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Electronic Contracting (SCM)

Supplier Contract Management (SCM)

Training & Manuals

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Creating Contracts and Amendments Manual (.pdf)

Importing Contracts and Amendments Manual (.pdf)

You can find the 9.2 SCM videos housed on under the SCM Video Resource Center tile above
9.2 Navigating the Supplier file and the Supplier Summary Lookup

Using DocuSign with SCM Instructions(.pdf)

Using DocuSign to Add Large File Attachments | (.pdf)

Edit the Text Contract Document; working with the signing tags(watch)

MOU Instructions(.pdf) 

Editing Templates Process
The training shows the process to copy and paste a fully edited contract (produced outside of PeopleSoft) into the SCM Contract Document created by selecting the corresponding SOI template.  One example of when a contract author might use this process is to copy an agency specific Grant template into the Word document created by selecting the Document Type SOI_GRANTS.
Launch Training
This 15 minute video will walk through the steps to edit and upload the text contract document covered on pages Phase2-5 through Phase2-9 of the Creating Contracts and Amendments manual.

Creating Contracts and Amendments Quick Guide (.pdf)

Converting PDF files to TIF files in order to insert them into SCM Contract Document Exhibits/Attachments (.pdf)

An Internal Collaborator will review and/or edit the SCM contract text document draft and provide comments to the Contract Administrator.

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Internal Collaboration Manual | (.pdf)

Microsoft Word : Track Changes

Tracking changes in Microsoft Word may be used as the Internal Collaborator edits the SCM Text Contract Document draft.

Launch Microsoft Word: How to Track Changes in Documents
This 4.5 minute video covers the basics of tracking changes in Microsoft Word.

A supplier will electronically sign the SCM Contract Document once the State's Contract Administrator has completed the final version of the contract document. An Internal Signer will electronically sign the SCM contract prior to it being routed to the oversight agencies (IDOA, IOT, SBA and AG) for approval.

  • DocuSign Process for Signing a State Contract (Includes Identity Authentication) | Launch
  • DocuSign Process to Decline to Sign a State Contract Launch
  • DocuSign Process for Signing a State Contract without a sign tag (Includes Phone Authentication) | Launch

An oversight agency Approver will review a SCM Contract Document after it has been signed by the supplier, the State agency and any other Approvers that came before him/her. The Approver will approve or deny the contract.

Launch Training

Approval Process Manual(.pdf)

Using this process, a Purchase Order for an executed contract is created using the financial and line item information from the Transactional Contract Document.

Launch Training

Contract Release from Executed SCM Contract Manual(.pdf)

Purchase Order Line Adjustment(.pdf)

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