Contracts, templates and signatures

Edit or remove a purchase-contract comment

Maintain existing discussion through the supplied comment actions.

Audience: Purchasing staffPermission: purchase_contracts capabilityModule v1.7.9

Where to goAdmin Area → Purchase → Contracts → open contract → Comments

Before you start

Use an account with purchase_contracts 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 this guide helps you do

Maintain existing discussion through the supplied comment actions. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Follow these steps

Go to Admin Area → Purchase → Contracts → open contract → Comments.
Go to the intended record from the list or preview.
Select Edit and change only the required fields.
Save once and resolve any validation or permission message.
Reopen the record and verify the update, status and audit/activity evidence.

Fields and options

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 and limits

Contract actions are governed by purchase_contracts capabilities.
Signature/send flows depend on the stored signer/email and configured email/SMS services.

Check it worked

The supported edit or remove a purchase-contract comment 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.

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