Overview
Tracking linked contracts and requests in Tropic allows you to maintain a clear history of supplier interactions, ensuring streamlined procurement processes. This feature helps you connect contract records to their originating or renewing requests, giving you end-to-end visibility over time.
Contract records are primarily created through purchase requests. Each contract can link to two types of related requests:
- Originating Request: The request that created the contract.
- Next Request: A renewal or replacement request that extends or updates the contract.
Requests can also link back to their originating contract or next contract. These links help you track supplier activity across multiple purchasing cycles.
Core Capabilities
- Two-Way Linking: View both requests linked to a contract and contracts linked to a request.
- Create Contract from Request: Use the Create Contract task to generate a contract directly from a request.
- Submit Renewal Requests: Link new contracts to existing ones by submitting a renewal request.
- Role-Based Visibility: Linked contracts and requests are viewable only to users with roles such as Owner, Platform Member, Department Admin, or Department Member.
- Integrated Views: See linked requests in the Purchasing Portal (for contract owners) and linked contracts in the Tropic platform.
How It Works
- When you submit a request, Tropic creates a contract and links it as the Originating Request.
- If a renewal is needed, Submitting a Renewal Request will create a Next Request link.
- You can also use the Create Contract Task to manually initiate a contract from a request
- Linked items are visible from both the contract and request pages, depending on your role.
Step-by-Step: How to View and Manage Linked Items
View Linked Requests for a Contract (Purchasing Portal)
Requires: Contract Owner role
- Navigate to Your Contracts in the Purchasing Portal.
- Select the contract you want to view.
- Scroll to the Linked Requests section.
- You’ll see the Originating Request and any Next Request.
- Click the link to open the associated request.
View Linked Requests for a Contract (Tropic Platform)
Requires one of the following roles: Owner, Platform Member, Department Admin, Department Member
- Go to Contracts
- Select the name of the contract you want to view.
- In the Overview section, look under Linked Requests.
- Click either the Originating Request or Next Request to view more details.
View Linked Contracts for a Request (Tropic Platform Only)
- Go to Requests
- Select the request you want to view.
- In the right-hand sidebar, click Contracts.
- You’ll see all linked contracts for the supplier, labeled as Originating or Next.
📝 Note: Linked contracts for requests are not viewable in the Purchasing Portal.
FAQs
Q: Can I view a request’s linked contracts in the Purchasing Portal?
A: No, linked contracts for requests are only viewable in the Tropic platform.
Q: How do I link a new contract to an existing request?
A: You can link a new contract to an existing request by using the Create Contract task or submitting a Renewal Request.
Additional Resources
For more detailed information, guides, and support, visit our Help Center.