A Create TA request asks Contract Management to set up a Teaming Agreement with a business partner for a business opportunity, such as when you team with a partner on a proposal. After you submit it, the request follows the configured approval workflow before being approved, rejected, or returned for revision.
Create a Create TA Request
Prerequisites
Before submitting a Create TA request:
- You must have an active employee account.
When the request is created from a business opportunity, the Opportunity Name and Business Partner are filled in automatically. When it is created from the Requests module, they are left blank.
Navigate to Requests Module.
Select Create TA as the request type.
Complete the required information.
Click Add to send the request for approval.
After approval, the TA is listed in Contracts > Contract Management > NDA/TA. Review a Create TA Request
To review a submitted Create TA request and approve, reject, or discard it, see Contracts > Requests.
Manage the Create TA Business Process
To manage the workflow for Create TA requests, see Admin > Business Processes > Business Processes Overview. 
