Referencing contracts on purchase requisitions

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

  1. In the Purchase Requisitions application, click New Purchase Requisition.
  2. Depending on how you want to reference a contract, select one of these options.
    Reference a contract on the purchase requisition header
    1. In the Contract Reference field, type a value or click Select Value to choose one from the list.
    2. Click the PR Lines tab and click Contract Items to select from items that are listed on the referenced contract.
    3. Enter or modify information as needed.
    Reference a contract on a purchase requisition when there a vendor is specified
    1. In the Company field, type the name of the vendor. Enter or modify other information as needed.
    2. Click the PR Lines tab. In the PR Lines table window, click New Row.
    3. 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.

    4. Type or modify other information as needed.
    Reference a contract on a purchase requisition when there is not a vendor specified
    1. In the Company field, type the name of the vendor.
    2. Enter or modify other information as needed.
    3. Click the PR Lines tab. In the PR Lines table window, click New Row.
    4. 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.
    5. 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.
    6. Type or modify other information as needed.
  3. Click Save Purchase Requisition.