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2021-10-19
hello today we're going to go over how to load a contract in Kupa so before we get into the nitty-gritty details of how to actually put a contract in Kupa there's a couple things you have to have before you start the process so to be clear contract should come to you in one of two ways either your contract was routed in Kupa for approval and it was attached to a requisition and we call those CRFs or contract routing forms and if you do have one of those you are going to need the routing form and the fully executed agreement that was attached to the routing form now that's the first way a contract might come to you this second way is let's say there's a really old contract that was executed a long time ago or it was signed and it didn't go through this approval process inside of Kupa that would be a non routed contract in in my terms and what you need to load those is you need the fully executed agreement and you won't have a routing form so you will need what we call a contract number generator so your property should have one of these if you don't know where it is please talk to your contract uploaders this is where all of the non routed agreements are kind of tracked and how they're assigned contract numbers okay and we'll get into the contract number later so for the example today we're actually going to be using the contract number generator for Blackhawk and we're gonna be loading a contract that was executed about ten years ago and so in this case because it wasn't routed on a requisition I don't have this number which is part of the contract number when we load it into Kupa so I'm actually going to use the contract generator to provide myself a contract number when I load it so if you don't have this form there will be one saved on the team's account first sourcing but if you don't know who your contract uploader group is it's pretty easy to find you'll just go into any routed CRF scroll to the bottom run your mouse over the 82 or the property contract uploader group and then you can see it gives you approval group members that's who on your property has the ability to upload contracts so you can always go to one of those people and they should know where your contract number generator file is so before we get started those are kind of the two methods of routing one internal to Kupa one external and those are the documents or things you need before you start to actually upload a contract in in Kupa so the next thing is you're going to go to the suppliers tab and you're going to go into the contracts section there's a couple things before you get into it read the contract because you are gonna have to put some details in kupa that come straight from the agreement so you're gonna have to read the agreement to be able to do that so before you even start this process once you have your CRF or you have your uploader page to create a number based on what kind of contract it is you are gonna want to read the contract so you can upload it...
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