The instructions are identical for Contract Standards and Purchase Order Standards. In this example, we are creating an exhibit for a Purchase Order.
To create an exhibit for a purchase order:
If New is selected, complete the following fields:
| Field | Description |
|---|---|
| Browse | Browse files by selecting the browse button to find the Microsoft Word document that is the intended exhibit. The exhibit documents can contain bookmarks for their respective modules. |
| Exhibit Type | The Exhibit Types are maintained in the Lookup Tables. Often they are called Schedule A, B, C, or Attachment A, B, C, etc. This is designed to maintain a standard labeling structure within your company. The description would be used to further define the exhibit. For example, a "Schedule D" exhibit may always be called "Insurance Requirements." |
| Description | This is the description of the new exhibit. For example, when working for client X, this exhibit may need to be called "Risk Management Requirements." |
If Link to Existing is selected, complete the following fields:
| Field | Description |
|---|---|
| Link to Existing | All exiting standard exhibits are listed in the drop-down menu, and are listed in the following scheme: [Description of Standards Document: Description of Exhibit in Standards Document]. |
| Exhibit Type | List of Exhibit Types to choose from. |
| Description | Description of the new exhibit. |