You can reference a contract on a purchase requisition
to benefit from pre-arranged pricing with a specific vendor.
About this task
You can reference a contract on a purchase requisition
in multiple ways:
- Reference a contract on the purchase requisition header.
- Reference a contract when there is a vendor.
- Reference a contract when there is not a vendor.
Procedure
- In the Purchase Requisitions application, click New
Purchase Requisition.
- Depending on how you want to reference a contract, do one
of the following:
- To reference a contract on the purchase requisition header:
- In the Contract Reference field, type a
value or click Select Value to choose one from
the list.
- Click the PR Lines tab and click Contract
Items to select from items that are listed on the referenced
contract.
- Enter or modify information as needed.
- To reference a contract on a purchase requisition when there
a vendor is specified:
- In the Company field, type the name of
the vendor. Enter or modify other information as needed.
- Click the PR Lines tab. In the PR Lines
table window, click New Row.
- Do one of the following:
- Click Contract Items to select from items
that are listed on the referenced contract.
- In the Item field, specify a value or
click Detail Menu to choose an option. After
you select an item, the product checks to see if there is a contract
for this vendor/item combination. If so, several fields on the PR
Lines table window are populated.
- Type or modify other information as needed.
- To reference a contract on a purchase requisition when there
is not a vendor specified:
- In the Company field, type the name of
the vendor.
- Enter or modify other information as needed.
- Click the PR Lines tab. In the PR Lines
table window, click New Row.
- In the Item field, type a value or click Detail
Menu to choose an option. After you select an item, the
product checks to see if there is a contract for this vendor/item
combination. If so, several fields on the PR Lines table window are
populated.
- If multiple contracts are available for this item, click View
Contracts in the PR Lines table window. Select a contract
from the View Contracts window.
- Type or modify other information as needed.
- Click Save Purchase Requisition.