This article outlines the Core Data Model for both Contracts & Suppliers/Vendors
In this article:
The core data model of Gatekeepers Contract and Supplier Objects.
These Core Data Fields cannot be deleted. All mandatory fields are required to be set to create any Contract or Supplier records.
Core Contract Data Table
| Field Name | Mandatory | Can be renamed | Data Validation | Description | RBAC |
| *Contract Name | Yes | No | Free-form - Text limited to 200 characters | Short Description of Contract | |
| *Supplier Name | Yes | Yes | Must be unique Free-form - Text limited to 200 characters |
Name of the Supplier linked to the Contract A new Supplier record will be created if the Supplier Name is not matched to an existing supplier already on Gatekeeper |
|
| *Supplier Type | Yes | No | Editable Drop-down (Each option, text limited to 200 characters) |
Type of Supplier that is linked to the contract Leave Blank if Supplier already exists on Gatekeeper Note, custom data can be based off this |
No |
| *Currency | Yes | No | Currency Code e.g. EUR, GBP, USD etc | Currency of the Contract Some Plans have limits |
No |
| *Annual Value | Yes | Yes | Decimal value | Annual value of the Contract | No |
| *Status | Yes | No | Fixed Drop-down: Pipeline Live Archived |
Contract Status | No |
| *Approval | Yes | No | Fixed Drop-down: Request Approval Awaiting Approval Approved Rejected |
Contract Approval Status | No |
| *Contract Type | Yes | No | Editable Drop-down (Text limited to 200 characters) | The generic type of contract used Note, custom data can be based on this |
No |
| *Category | Yes | Yes | Free-form - Text limited to 200 characters | Typically this is the general nature of the goods / services obtained under a contract RBAC can be based on Categories |
YES |
| *Entity | Yes | Yes | Free-form - Text limited to 200 characters | The legal entity that signed the Contract RBAC can be based on Entities |
YES |
| *Team | Yes | Yes | Free-form - Text limited to 200 characters | The Team / Department that manages the contract Can be used for provisioning Own Team Permission RBAC can be based on Teams |
YES |
| Internal Reference | No | No | Free-form - Text limited to 255 characters | Reference field to store any internal reference number you may have | No |
| Start Date | No | No | dd/mm/yyyy. Must be less than the ‘End Date’ | Date the Contract commences | No |
| End Date | No | No | dd/mm/yyyy or ‘Evergreen’ | Date the Contract will cease | No |
| Notice Period Date | No | No | dd/mm/yyyy. Must be less than the ‘End Date’ (Mutually exclusive with 'Notice Period in X Days') |
Date that notice to terminate can be served | No |
| Notice Period in X Days | No | No | Integer e.g. '30' (Mutually exclusive with 'Notice Period Date') |
Rolling number of days needed to give notice to terminate (Mutually exclusive with 'Notice Period Date') |
No |
| Auto-Archive | No | No | Yes, No | If you want contracts with 'End Dates' to have their status automatically change to "Archived" when they end, please enter "Yes", otherwise leave blank or enter "No". Note, If 'Internal Owner' i.e. the contract owner is populated, this person will receive a notification 10 days in advance of the 'End Date', so they can review and prevent 'Auto-Archive' from taking place (if required). |
No |
| Description | No | No | Free-form - Text limited to 2,000 characters | Enter any useful Contract information here | No |
| RAG Status | No | No | Fixed Drop-down: Red Amber Green |
Suggest setting all to 'Green' unless there are any to flag as 'Amber' or 'Red' | No |
| RAG Narrative | No | No | Free-form - Text limited to 2,000 characters | Add any comments to any contracts whose RAG status is Amber or Red | No |
| Internal Owner | No | Yes | Email address of Internal Owner (must already be a Gatekeeper User) | Sets the internal owner of the specific contract record. This enables the User to receive auto notifications relating to the contract record Can be used for provisioning Owned Only Permission |
No |
| Supplier Owner | No | Yes | Email address of Supplier Owner (Supplier User must already be a Gatekeeper User) | Sets the supplier owner of the specific contract record. This enables the Supplier User to receive auto notifications relating to the contract record |
No |
Core Supplier/Vendor Data Table
| Field Name | Mandatory | Can be renamed | Data Validation | Description |
| *Supplier Name | Yes | Yes | Free-form - Text limited to 200 characters Each 'Supplier Name' must be unique |
Name of the Supplier |
| *Status | Yes | No | Fixed Drop-down: Pipeline Live Archived |
Supplier Status |
| *Approval | Yes | No | Fixed Drop-down: Awaiting Approval Approved Rejected |
Supplier Approval Status |
| *Type | Yes | No |
Editable Drop-down (Text limited to 200 characters) |
Type of Vendor
|
| Company Number | No | No | Free-form - Text limited to 50 characters | ID number for the company |
| External ID | No | No | Free-form - Text limited to 15 characters | Reference field to store any external reference number you may have |
| Legal Name | No | No | Free-form - Text limited to 200 characters | This should be as the Supplier name would appear on public websites such as Opencorporates.com or Companies House As an example: for "Gatekeeper", this name would be "Cinergy Technology Ltd" This field is required if you wish to leverage the Market-IQ feature in Gatekeeper to collect Registry information, Risk Data or Credit scores |
| Registered Address | No | No | Postal Address | Example: Line 1: 11 Wall St Line 2: City: New York Region / State: NY Postcode / Zip code: 10005 Country: US Jurisdiction: US-NY Two-character country code as used for the ISO 3166 standard |
| Website | No | No | URL format must include http:// or https:// | |
| Financial Year End | No | No | dd/mm/yyyy | |
| Relationship Since | No | No | dd/mm/yyyy | |
| RAG Status | No | No | Fixed Drop-down: Red Amber Green |
Suggest setting all to 'Green' unless you have any to flag as 'Amber' or 'Red' |
| RAG Narrative | No | No | Free-form - Text limited to 2,000 characters | Add any comments to any suppliers whose RAG status is Amber or Red |
| Internal Manager | No | Yes | Email address of Internal Manager (must already be a Gatekeeper User) | Sets the internal owner of the specific contract record. This enables the User to receive auto notifications relating to the supplier record |
| Supplier Manager | No | Yes | Email address of Supplier Manager (Supplier User must already be a Gatekeeper User) | Sets the supplier owner of the specific contract record. This enables the User to receive auto notifications relating to the supplier record |