First Contract Signed - What To Expect

First Contract Signed - What To Expect

Congratulations on signing your first contract! Here's an overview of what you should expect to happen next:

Before Agreement is Generated:

• This application will remain in a status of Pending Contract Document Creation until their agreement is signed.
• You can see the status in uPortal360 at any point in time under Queues > To-Do Queue.

• This also includes a button to resend them their “application link” at any point in time, which will take them back to whatever step in the process they left off on, as well as a button to jump into their application.

After the Agreement is Signed:

After the agreement is signed, the contract will either move to a status of Active - Current, Assignment - Processing, or Pending – GorS Delivery (Goods or Service Delivery), depending on the settings of the Finance Program the Contract was created under.

Pending - GorS Delivery Status

If the Finance Program the Contract was created under is set to Future Delivery, the Contract will move into a PEnding - GorS Delivery status until the actual good or service is delivered. Confirming the delivery of the good or service will move the contract into Assignment - Processing, or Active - Current, depending on the settings of the Finance Program the Contract was created under. To confirm delivery of a good or service in uPortal360, see the Delivery Confirmation article.

Assignment - Processing Status

If the Finance Program the Contract was created under includes Purchasing, the Contract will move into the Assignment - Processing status, that essentially functions as Active while the contract is being assigned to a Buyer.

Active - Current Status

Once a Contract has reached a status of Active - Current, it is completely active!

When the Contract Goes Active

A Welcome Call or Online Verification will take place, and Universal Account Servicing will begin servicing the account.