Buyer Admin: How do I bulk upload local contracts to the Contract Module?

AD team Updated by AD team

If you a have a number of local contracts to create on the system, you can add them as a bulk upload for ease. Please follow the instructions below:

  1. From the Purchasing Homepage, go to the Admin dropdown, select Attribute Manager and then the Contract Module
  2. Select the Contract Bulk Upload tab within the Contract Management section:
  1. Click Download Template, and complete the columns:
  • Contract name - 50 characters maximum
  • Contract reference - 50 characters maximum
  • Start date in the format dd/mm/yyyy. The date can be a past date. OneAdvanced will use the start date to define when a product is contracted and so when it appears on search results
  • End date in the format dd/mm/yyyy. This can be left blank, however if entering a date, it cannot be a past date; only current or future dates can be added
  • Awarded to - Input the name of the contracted supplier
Ensure the name inputted exactly matches the name of the supplier as shown on the Purchasing platform.
If editing the upload file in an editor other than Excel, include double quotes (") around any lot names that contain commas. (e.g. "Lot, name")
  1. Once the template is complete, save the file as .csv or .csvx
  2. Returning to the Contract Module, select the green Bulk Upload Contracts button to locate the completed template and upload it.
  3. Once submitted, click the Confirm button
  4. When submitting a template you will see the status appear next to the file name. This could be one of the following:
  • Requested: The upload has been sent for processing
  • Completed with errors: The upload has completed but with errors. To review the error reason, please click the Show Audit Log button which can be found just above the Contract Management header within the module. This will then appear at the bottom of the page and you can download error reports from there
  • Completed: The upload has completed successfully
  1. Once the status displays as Completed, the contracts will be created and the relevant suppliers will receive email notifications
If you would then like to assign products to these local contracts (rather than the supplier), locate the relevant local contract, and then follow the instructions in How do I create a local contract? (scroll to the section titled Assigning products to a local contract)

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