Viewing contract items

When adding lines to purchase requisitions, you can view a list of the items under contract with a specified vendor.

Before you begin

A purchase requisition record must have a vendor defined in order to be able to view contract items.

About this task

Depending on the settings of the referenced contract, you might be able to change the quantity or price of the contract item on the purchase requisition line. On the referenced contract, if the Change Quantity on Use or the Change Price on Use check boxes are selected, you can change the quantity or price or both on the purchase requisition line. If the check boxes are cleared on the referenced contract record, you cannot change the quantity or price.

Procedure

  1. From the Purchase Requisitions application, display a purchase requisition record.
  2. Click the PR Lines tab and click Contract Items.
  3. In the Contract Items window, select the check box next to the contract items you want to copy to the purchase requisition.
    You can filter the contract items by entering values in any of the fields in the first row of the table and clicking Filter Table.
  4. Click OK to copy the items onto the PR Lines tab, including information about contract references and pricing in the purchase requisition line details.
  5. Click Save Purchase Requisition.