Defining Contract and Supplier Rebate Control Parameters

To define contract controls, use the Contract Control component (CNTRCT_CONTROL).

This section discusses how to set contract and supplier rebate controls.

Page Used to Define Contract and Supplier Rebate Control Parameters

Page Name	Definition Name	Navigation	Usage
Contract and Supplier Rebate Controls	CNTRCT_CONTROL	select Set Up Financials/Supply Chain, then select Product Related, then select Procurement Options, then select Purchasing, then select Set Controls-Contracts, then select Contract and Supplier Rebate Controls	Set up the system to automatically assign ID numbers to each new contract and to define contract currency defaults.

Contract and Supplier Rebate Controls Page

Use the Contract and Supplier Rebate Controls page (CNTRCT_CONTROL) to set up the system to automatically assign ID numbers to each new contract and to define contract currency defaults.

Navigation

select Set Up Financials/Supply Chain, then select Product Related, then select Procurement Options, then select Purchasing, then select Set Controls-Contracts, then select Contract and Supplier Rebate Controls

Image: Contract and Supplier Rebate Controls page

This example illustrates the fields and controls on the Contract and Supplier Rebate Controls page. You can find definitions for the fields and controls later on this page.

Contract

Use Autonumbering

Select to have the system automatically assign sequential contract ID numbers. If you do not set up autonumbering, you are required to manually specify a unique ID whenever you create a new contract.

Last Contract ID

Displays the last contract number issued by the system.The contract ID is set up in the Auto numbering table.

Display GLN on contracts

Select to have the system assign the GLN Values based on the Supplier.

Use Version Control

Select to indicate that you want to use contract versions where you can create and maintain multiple versions of a contract in the procurement system.

Note: After you select to use version control and if a contract exists for this SetID with a version number that is greater than one, you cannot change the setting to remove version control.

Track Changes

Select to indicate that you want to track contract changes for this SetID in the procurement system. Change tracking provides you an audit trail of key contract transactional information so that you can identify who made what change, and when the change was made.

See Viewing Contract Change History.

Track Changes on Draft

Select to track changes to contracts for draft versions. The default value for this check box is deselected. When this check box is deselected, and you have selected the Track Changes check box, you can avoid capturing numerous individual changes while you are working on a Draft version of a contract.

Change Template

Select a default change template for use when you select to track changes. These templates identify which records and fields that trigger change tracking.

See Creating Change Templates.

Reason Type

Displays the reason type. You assign reason codes that have been assigned to a reason type.

Reason Code Required

Select to indicate that when a contract is changed, a reason code is required.

Default Reason Code

Select a reason code for the system to use as a default value when contracts within this SetID are changed. When you make change on the contract, this reason code appears as the reason on the contract Reason Code page. You have the option to override the default reason code when you update a contract.

Comments Required

Select to indicate that comments are required when a contract is changed. When you define a reason code, you can also enter a standard comment for use with the code.

Templates

Use this group box to override the default template with a template that is specific for a particular contract process option. Values for all templates on this page, including the default template and templates available in the Templates grid box, reside in the Template table. These templates are defined by SetID, so each contract SetID can have its own set of templates. You can create change templates using the Change Template page. To access the page, select select Setup Financials Supply Chain, then select Product Related, then select Procurement Options, then select Purchasing, then select Change Template.

Note: You can make changes to templates even after the system has created change tracking records.

Contract Process Option

Select the contract process option for which you want to override the default template. You can only use a process option once in the grid.

Change Template

Select the contract change template that you want to use with this contract process option. These templates identify which records and fields trigger change tracking.

Default Currency

Currency Code

Select the default currency code for contracts. The currency that you select is the default base currency for all contracts.

Rate Type

Enter a conversion rate type, which determines how the base currency is converted to other currencies.

Master Contract

Use Autonumbering

Select to have the system automatically assign sequential master contract ID numbers. If you do not set up autonumbering, you are required to manually specify a unique ID whenever you create a new master contract.

Last Master Contract ID

Displays the last master contract number issued by the system.

Supplier Rebates

Last Rebate ID

Displays the last rebate agreement number issued by the system.

Last Claim ID

Displays the last supplier rebate claim number issued by the system.

Amount Tolerance Over and Amount Tolerance Under

Enter the rebate agreement settlement tolerance amounts. These values will appear as defaults when defining a rebate agreement using the Rebate Agreement - Rebate Options page.

Percentage Tolerance Over and Percentage Tolerance Under

Enter the rebate agreement settlement tolerance percentages. These values will appear as defaults when defining a rebate agreement using the Rebate Agreement - Rebate Options page.