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Creating and Managing Purchase Types

In contracts, TMS admins can assign line items to a specific purchase type. Contract purchase types designate the general or specific area of purchase for that given line item, such as Hardware, Training, Licenses, etc.

In order to create and manage contract purchase types, the user must have the Manage Contract purchase types permission in User Management.

 

Contract purchase types are specific to any given organization. TMS provides a canned list of contract purchase types if users are unsure of where to start. 

 

Creating the Canned List

  1. Go to the Administration Button on the bottom of the left navigator.
  2. Select the Card titled Contract Purchase Types. If you do not see this option, please check with the TMS administrator that you have been given the correct permission.
  3. If no contract purchase types have been previously created, you should see the following:
  4. To add the canned set, select the button titled Add Default Options.
  5. The canned set of contract purchase types will now immediately be available in both Contract Purchase Types and in Contracts.

Users may edit, delete or keep any of the canned list. 

 

Create New Contract Purchase Types

Some users may be interested in creating their own contract purchase types from scratch. 

  1. Open the Contract Purchase Types card under the administration button as described in the process above.
  2. In the upper right-hands corner, select the button titled Create Purchase Type.
  3. Type in the name of the contract purchase type you wish to create.
  4. Save the contract purchase type.

Users may add as many contract purchase types as they desire. 

 

Edit Contract Purchase Types

Contract purchase types can be edited at any time. 

Please note that when a contract purchase type is edited, the changes will take effect everywhere that contract purchase type appears.

  1. On the contract purchase type rows, there will be an edit pen.
  2. Select the edit pen for the contract purchase type you wish to change. 
  3. Edit the title of the contract purchase type using the title field.
  4. Save your changes.

 

Delete Purchase Types

Contract purchase types can be deleted if they are associated with 0 contracts.

  1. On the contract purchase type rows, there is a column labeled Usage that indicates how many times the purchase type has been used across contracts
  2. In order to delete a contract purchase type, its usage must be 0. The trash can will only be present on those contract purchase types.
  3. Select the trash can on the contract purchase type you wish to delete.
  4. Review the delete confirmation.
  5. If you wish to continue with the deletion, select the red Delete button, otherwise select cancel.