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Vendors, contacts and administrators

View a vendor’s contracts

Follow this guide to filter contracts for one vendor. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: Purchasing staffPermission: purchase_vendors capabilityModule v1.7.9
Jump to steps
Where to goAdmin Area → Purchase → Vendors → open vendor → Contracts
Before you start
  • Use an account with purchase_vendors capability and confirm the intended record or setting before making a change.
  • Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
  • Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.

What you’ll accomplish

Filter contracts for one vendor. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Follow these steps

  1. Go to Admin Area → Purchase → Vendors → open vendor → Contracts.
  2. Select the relevant record, filter, report, model or configuration described below.
  3. Use the displayed action or read the current values without altering unrelated data.
  4. Compare the output with the code-backed rules and expected result in this guide.
  5. Record or correct any mismatch before relying on the output in production.

Fields and options to review

Vendor identityCompany/name, code, tax/VAT, phone, website, category/group, address and status as exposed by the vendor form.
Contacts and accessVendor contacts, vendor administrators, portal status, language and welcome/notification settings where applicable.
Contract headerContract name, vendor, purchase order, project, department and service category.
Commercial termsPayment terms, payment amount, payment cycle, contract value, notes and description/content.
SigningSigner, email, signed status, drawn/uploaded signature, send recipients, attach-PDF choice and SMS option where enabled.

Rules the system enforces

  • Vendor actions are capability-gated; portal functions also depend on the vendor-portal setting and contact authentication.
  • Contract actions are governed by purchase_contracts capabilities.
  • Signature/send flows depend on the stored signer/email and configured email/SMS services.

How to confirm it worked

  • The supported view a vendor’s contracts flow completes without bypassing permission or validation checks.
  • The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
  • Unexpected validation, provider or linked-record errors are investigated before retrying.

Security, privacy and operational checks

  • Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
  • Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
  • Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
  • Test settings and automated jobs with controlled records before production-wide use.
Delete stale purchase import error filesView a vendor’s purchase ordersCreate a vendorUnderstand Purchase Management capability groupsOpen the vendor portalBrowse all Purchase Management guidesExpenses FinanceInvoices PaymentsContracts Documents