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Contract Administration

Administration settings for the module.

Roles and Permissions

Contracts are sensitive documents. Recommended ACL settings:

  • Regular User:
    • Contract: Read (own or team only).
  • Manager / Legal Dept:
    • Contract: Create/Edit/Delete.
    • Ability to change status to Valid and Archived.
  • Auditor:
    • Contract: Read All.

Numbering Series

The module uses two fields for numbering:

  1. Internal Number: Automatically generated by the system (e.g., CON-{YYYY}-{0000}). Used for unique internal identification.
  2. External Number: Text field for the partner's contract number.

Set up the internal series in Administration -> Entity Manager -> Contract -> Fields -> internalNumber.

Notifications

For expiration alerts to work correctly, you must have Cron configured and job processing enabled (if implemented in Scheduled Jobs).

It is also advisable to set up dashboard filters for responsible persons: - "My expiring contracts" (Filter: endDate in next 30 days). - "Contracts for termination" (Filter: noticePeriodDate in next 30 days).