---
title: "Add a Contract Record"
slug: "add-a-contract-record"
updated: 2024-01-29T18:55:12Z
published: 2024-01-29T18:55:12Z
canonical: "wiki.cobblestonesoftware.com/add-a-contract-record"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add a Contract Record

### **Add a Contract Record**

**Add a Contract Record**

Before adding a contract into the Contract Insight system for the first time, it is best to verify with the Application Administrator that all departments, vendors, employees, locations, contract types, and status values have been entered. 1. To add a contract into the system, go to the top navigation menu and click **Contracts**. From the **Contracts** menu, click **Add Contract Record**. ![Add Contract navigation](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Add%20Contract%20Record.png)

2. The **Add New Contract Record** screen displays. From this screen, you can choose from a drop down list what **type** of contract you would like to add. After selecting the **type** of contract to add, select **Continue**.

![Add New Contract Record screen](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/add-a-contract-record-image-uhtex2s4.png)

**Note:** Depending on the contract type you select to create, the **Add Screens** will look slightly different from one another. Your Application Administrator can alter the fields for each contract type in the **Field Manager** section of the **Manage/Setup** top menu selection. Please be sure to enter all required fields.

3. After entering all required fields (marked by a red asterisk *****) on the **Add New Contract** screen, click **Save & Continue** to commit the record to the system. ![Click Save and Continue after all Required Fields filled out](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/3(68).png)

**Note:** For long drop down lists (for example, **Vendor** drop down), click the drop down arrow for the drop down list to appear, then begin typing the name of the value you would like to select. The system will automatically filter the selections based on your entered value.

**Note:** Grayed out fields, those that cannot be edited, may be different in each Contract Insight system. Contact your Application Administrator if you have any questions about areas that need to be altered/edited. Also, some fields may be auto-filled upon selecting **Save & Continue**.

You may also add a new company from the **Add Contract** screen once you select the type of contract you will be adding.

Select **Add Company** link on the side menu of the **Add Contract** screen. Follow the instructions for adding a company (see the [**Add a Company**](https://wiki.cobblestonesoftware.com/docs/add-a-vendorcompany) Wiki page).

Note: If the expiration date entered is earlier than the expiration date, a warning displays : There was an issue processing your request. Reference: Expiration Date is BEFORE the Effective Date. Please check you Date fields and make sure all the dates are correct.

![Expiration Date warning message](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/2(255).png)![Effective Date and Expiration Date fields](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/add-a-contract-record-image-5y1u0yet.png)

**Wizard-Based Entry**

Some add screens may be organized into a wizard. Click **Next** and **Previous** to navigate from section to section.

A progress bar displays toward the top of each group.

If a wizard page does not contain any fields for entry (usually due to rules dictating a field apply or not), a message letting the user know how to proceed displays.

![Contract Add Wizard Page](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/1(362).png)

**Committing a Record**

Once you click **Save & Continue** to create the new Contract Record, Contract Insight advances to the **Contract Details** screen for the new record. ![Contract Details](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/2(256).png)