How do I submit a request for a contract in NetSuite?

Please note: A current and active contract is required for any contractor or consultant who provides services totaling $2,500 or more.

Watch this video to learn how to submit a request for a contract in NetSuite.

You can also follow these steps to request a contract in NetSuite.

Step 1:

- Login to NetSuite*

- From your Dashboard select Enter Purchase Order/Contracts

*Please note that only CP - Project Specific Authorized Users and CP - Project Specific Non-Finance Users can request a contract. (Click here to see detailed instructions for submitting a purchase order request).

Step 2:

- Enter the contract information including:

- Vendor Name (if the vendor is not in NetSuite and needs to be added, the vendor must submit a W-9 and be set up with ACH. Please send your vendor the following link:

W-9 and ACH Set up Form

Upon completion of this form, the vendor will be automatically created in NetSuite.

- Signatory Name and Signatory Email address

- Date

- Scope of work

- Contract start date and contract end date

- Payment schedule

- Add additional exhibits or other materials to the "drag files here" folder

- Project/business unit will default to your project name

- Complete the items*, hours, rate, grant, program, budget categories, and event

*Please note for items: If you are submitting for one project that is not paid by the hour, but a flat rate, the quantity should be “1”. Below is an example:

- Click "Save" to submit

Step 3:

- After the report is saved, the procurement team will create the contract and route it through Docusign for the necessary signatures. Once it is completed, a copy will be uploaded in NetSuite for your project to access.