Supplier Contracts Management (SCM)
Training & Manuals
Importing Contracts and Amendments | (pdf)
Using DocuSign with SCM | (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.
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.
Converting PDF files to TIF files in order to insert them into SCM Contract Document Exhibits/Attachments | (pdf)
SCM - Update Admin by Agency Contract Author | (pdf)
Agency Authors must have Cross Access with each other for this update process to work. Once this is in place, these instructions are for the Current Contract Author to reassign a contract to another Author. If the current Author has left employment, a GMIS ticket will still be needed.
An Internal Collaborator will review and/or edit the SCM contract text document draft and provide comments to the Contract Administrator.
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.
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.
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.
Contract Release from Executed SCM Contract Manual | (pdf)
Purchase Order Line Adjustment | (pdf)