Defining Contract Style
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
CNTRCT_STYLE |
Manage user access to contract fields. |
Contract style allows the user organization to give Industry names to the different types of contracts used in the organization. Contract styles work with 13 pre-defined structures available in the system data. These structures correspond to the 10 procurement contract Process Options and 3 Supplier Contract Source Transactions: Ad Hoc, Purchase Order, and Sourcing Event.
There is no structure for the Purchasing Contract Source Transaction because those types of documents get the Contract Style from the transactional purchasing contract.
In addition, contract style enables you to simplify contract creation by managing the fields that appear on the contract. You can limit the contract fields that display on the contract using the field-control options associated with delivered structure types.
Each delivered structure type provides a unique set of field-control options and automatically excludes options not relevant to that structure type. The following is an example of field-control options available on the Contract Style page:
This is an example of field-control options available on the Contract Style page.
Note that each group box represents a section of the contract. And each group box has field-control options that correspond to specific fields on the contract. All field-control options are selected by default, but if you do not want to include a field on the contract, simply deselect the option and it will not appear when the contract style is used.
You associate a delivered structure type with a contract style and contract process option, thereby determining which fields appear on the contract whenever a new one is created. The following is an example of a structure type/contract style combination.
This is an example of the structure type/contract style combination
This table describes the delivered structure types and the usage control fields associated with each:
|
Structure Type |
General Usage Controls |
Contract Header Usage Controls |
Contract Line Usage Controls |
Contract Category Usage Controls |
|---|---|---|---|---|
|
Ad Hoc Document |
N/A |
N/A |
N/A |
N/A |
|
Distributor |
Agreements |
Notifications |
N/A |
N/A |
|
General Contract |
Agreements Price Adjustments Manual Create PO Release Advanced Price Adjustment |
Notifications Retention Lock Chartfields Open Item Reference Tax Information MultiCurrency PO PO Defaults |
Contract Lines Line Groupings Milestones Line Minimum/Maximum Quantity Line Minimum/Maximum Amounts |
Contracts by Category Category Minimum/Maximum Amts |
|
Group Multi Supplier |
N/A |
Notifications |
N/A |
N/A |
|
Group Single Supplier |
N/A |
Notifications |
N/A |
N/A |
|
Manufacturer |
Agreements |
Notifications |
Contract Lines Line Minimum/Maximum Quantity Line Minimum/Maximum Amounts |
N/A |
|
Prepaid Voucher |
Agreements |
Notifications Retention Tax Information |
Contract Lines Line Groupings Milestones Line Minimum/Maximum Quantity Line Minimum/Maximum Amounts |
N/A |
|
Prepaid Voucher w/ Advance PO |
Agreements |
Notifications Retention Tax Information |
Contract Lines Line Groupings Milestones Line Minimum/Maximum Quantity Line Minimum/Maximum Amounts |
N/A |
|
Purchase Order |
Agreements Price Adjustments Manual Create PO Release Advanced Price Adjustment |
Notifications Lock Chartfields Open Item Reference Tax Information MultiCurrency PO PO Defaults |
Contract Lines Line Groupings Milestones Line Minimum/Maximum Quantity Line Minimum/Maximum Amounts |
Contracts by Category Category Minimum/Maximum Amts |
|
Purchase Order Document |
N/A |
N/A |
N/A |
N/A |
|
Recurring PO Voucher |
Agreements |
Notifications Retention Tax Information MultiCurrency PO |
Contract Lines Line Groupings Milestones Line Minimum/Maximum Quantity Line Minimum/Maximum Amounts |
N/A |
|
Recurring Voucher |
Agreements |
Notifications Retention Tax Information |
Contract Lines Line Groupings Milestones Line Minimum/Maximum Quantity Line Minimum/Maximum Amounts |
N/A |
|
Release to Single PO Only |
Agreements Manual Create PO Release |
Notifications Lock Chartfields Tax Information MultiCurrency PO PO Defaults |
Contract Lines Line Groupings Milestones Line Minimum/Maximum Quantity Line Minimum/Maximum Amounts |
N/A |
|
Sourcing Event Document |
N/A |
N/A |
N/A |
N/A |
|
Special Purpose |
N/A |
Notifications |
N/A |
N/A |
This table describes the field-control options and their corresponding fields on the contract:
|
Usage Control |
Contract Fields Affected |
|---|---|
|
Notifications |
Notifications hyperlink |
|
Agreement |
Agreement hyperlink Agreement icons on Line Agreement icons on Category |
|
Price Adjustments |
Price Adjustment Template Add Open Item Price Adjustments Adjust Supplier Pricing First Line level price adjustment page Line level Adjust: Before / After Contract Adjustments Category level price adjustment page Category level Adjust: Before / After Contract Adjustments |
|
Manual Create PO Release |
Contract Releases hyperlink Include for Release |
|
Advanced Price Adjustment |
Price Adjustment icon on Items Price Adjustment icon on Categories Hard Price on Price Adjustment page Ignore If Other Adjustments on Price Adjustment page Stop Price Calculation Here on Price Adjustment page |
|
Thresholds |
Thresholds & Notifications hyperlink |
|
Retention |
Retention hyperlink |
|
Lock Chartfields |
Lock Chartfields option |
|
Open Item Reference |
Allow Open Item Reference Adjust Supplier Pricing First Add Open Item Price Adjustments Price Can Be changed on Order |
|
Tax Information |
Tax Exempt option Tax Exempt ID Sales Tax Amount |
|
MultiCurrency PO |
Currency Allow Multicurrency PO |
|
PO Defaults |
PO Defaults hyperlink |
|
Contract Lines |
All fields in the Contract Lines group box |
|
Line Groupings |
Line Groupings sub-tab in the Contract Items group box |
|
Milestones |
Milestone hyperlink Release as Milestone option (on lines) |
|
Line Minimum/Maximum Quantity |
Release Quantities sub-tab in the Contract Items group box and on Line Details sub-page |
|
Line Minimum/Maximum Amounts |
Release Amounts sub-tab in the Contract Items group box and on Line Details sub-page |
|
Contracts by Category |
All fields in the Contract Categories group box |
|
Category Minimum/Maximum Amts |
Release Amounts sub-tab in the Contract Categories group box |
Contract style also enables you to activate specific document types for a contract style (when you license Supplier Contract Management).
Note: You can only enable field-control options for new contracts. Once you create a contract for a contract style, the control options are unavailable for editing.
Note: Contract Styles are only available when Purchasing is installed.
For additional contract control options, see Understanding Contract Usage Options.
Use the Contract Style page (CNTRCT_STYLE) to manage user access to contract fields.
Navigation:
This example illustrates the fields and controls on the Contract Style page. You can find definitions for the fields and controls later on this page.
This example illustrates the fields and controls on the Contract Style page. You can find definitions for the fields and controls later on this page.
Field or Control |
Description |
|---|---|
Style ID |
Displays the style ID you entered for the contract. This ID can accommodate up to 10 characters. |
Structure |
Select a structure type from the set of predefined structures in the system data. Values include:
|
Contract Style |
Enter a name for your contract style. This name can accommodate up to 30 characters. Note: The Style ID and Contract Style are interchangeable, when you are on the procurement pages. Contract Style appears as the field name, but in some cases the Style ID appears in the selected prompt search result. The Contract Style is used as the title for the fluid page and also appears on the procurement contract and supplier contracts pages. |
Style Description |
Displays the style description used for the contract. |
Process Option |
For procurement contracts this displays the process option that corresponds to the structure type. |
Style Status |
You can choose to inactivate or activate the status. This field is Active by default. Once a contract style is inactivated you will still be able to maintain contracts using this contract style but you will not be able to create new contracts or documents using this style. |
Document Types
This section appears when Supplier Contracts is installed and you are using Document Types. Select the Allow All Document Types option to enable this contract style to work with all Supplier Contract Document Types.
If you do not select the Allow All Document Types option, the system displays the available document types and you can activate the ones you want to work with this contract style. If a Document Type is activated, and then later inactivated, it will prevent any new documents from being created using that combination of contract style and Document Type. You must have at least 1 active Document Type selected if the Allow All Document Types is checked
Once a Contract Style has been used on a document, the Document Type used for that document cannot be removed from the Contract Style.
Usage Control
Use this group box to manage user access to contract fields using the available field-control options.
PeopleSoft provides the following field-control options:
Agreements
Price Adjustments
Manual Create PO Release
Advanced Price Adjustment
Notifications
Retention
Lock Chartfields
Open Item Reference
Tax Information
MultiCurrency PO
PO Defaults
Contract Lines
Line Groupings
Milestones
Line Minimum/Maximum Quantity
Line Minimum/Maximum Amounts
Contracts by Category
Category Minimum/Maximum Amts
These options correspond to specific fields on the contract.
Select an option to include the corresponding fields on the contract. Deselect an option to exclude the corresponding fields on the contract.
Note: The structure type determines the field-control options available to you. Some structure types do not include all field-control options.