Why You Need a Request
A contract request captures the need: with whom, for what, and for roughly how much.
First the request is approved—and only then is the contract itself created. This prevents signing unapproved contracts.
How to Create a Request
The counterparty can be "planned"—if the new supplier isn't in the directory yet, enter their name and tax ID manually.
- Open "Contracts → Contract Requests → Create Request".
- Fill in scope, direction (income/expense), counterparty, type, estimated amount.
- Specify cost center/project, BDR line item, timeline, justification, and urgency.
- Save and click "Submit for Approval".
If the counterparty isn't in the directory—select "Planned" and type their name and tax ID. You'll choose the actual counterparty when creating the contract.
Approval and Budget Check
The request follows the approval route (default: Cost Center Manager → Financial Control).
The card shows a soft budget check: percent used and available balance by line item and cost center, with warnings if exceeded.
Creating a Contract from a Request
After request approval, you can turn it into a contract—details transfer automatically.
- Open the approved request (status "Approved").
- Click "Create Contract from Request".
- Enter contract number, counterparty (if it was "planned"), and signing date.
- The contract is created active; the request moves to "Contract Created" and links to it.