Creating a Contract in Coupa (User)
- Zach Westfall (Deactivated)
- Tony Browne
Summary / TL:DR: This article will explain the Coupa Procure to Pay Contract Creation and Creating a Contract in Coupa for users.
Step by step guide
Navigate to the “Contracts” tab on your home screen.
Select “Create” at the top left section of the contract list.
Fill in all required fields (marked with an asterisk) including Supplier, Contract Name, Start & End Date, Minimum or Maximum Spend, as well as a description and contract information if needed. Attach any supporting documents under “Supplier Document” (note that the main contract documentAttach the main contract document under “Documents: Legal Agreement.”
4. Under “Content Groups” type in the name of the group that the contract is for (this will likely be your group). PLEASE NOTE: If you do not enter your group/department name, anyone with Contract access in Coupa will be able to see your contract.
Click “Save and Publish” when you are done entering the contract information
To view you contract, navigate back to the “Contracts” tab, and select it from the list. To edit you contract, click the pencil on the far right of the contract list next to your contract.
Wrap up
After reading this article a User will understand how to create a contract in Coupa and the Procure to Pay Contract Creation process.
Still need help?
We know this can be frustrating. To get further help please open a Support ticket.