Creating a release PO from a software contract

You can create a new release purchase order that has all of the properties, information, and terms and conditions of an existing software contract by selecting Create Release PO from the Select Action menu.

About this task

The system tracks the cost of each release PO against the maximum release amount listed on the contract.

You can create release POs from approved contracts that meet these conditions:
  • The Create Release check box on the Properties tab is selected.
  • The contract start and end dates include the current date.

When you create a release PO, the system creates the PO with the PO identifier and description that you entered in the Create Release PO dialog box. You can also indicate default charge values for the lines that you add to the release PO.

Procedure

  1. Open the Software Contracts application.
  2. From the List tab, select the contract from which you want to create a PO.
  3. From the Select Action menu, select Create Release PO.
  4. Specify a new PO number or click Autonumber if you want the system to generate the PO number.
  5. Specify a description in the Description field.
  6. Select the contract lines you want to include on the Release PO.
  7. In the Release Charge Values section of the dialog box, add the default charge values for the selected lines. Storeroom charges apply only to line items that are not a type of service or a standard service.
  8. Click OK to create the release PO for the selected lines.


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