1. Agreement Management Implementation Guide
  2. Agreement Number Assignment

Agreement Number Assignment

You can set the Agreement processing option, on the Process tab, so that you can select an agreement to assign whenever you enter transactions that could fulfill the agreement. Alternatively, if you know the agreement number, you can enter the agreement number and, if necessary, the supplement number manually.

You can assign an agreement number to:

  • Purchase orders.

    To borrow from a partner, use the Purchase Orders program (P4310).

  • Sales orders.

    Use the Sales Order Entry program (P4210) to:

    • Loan product and ship it to your partner.

    • Loan product and ship it to your partner's customer.

    • Borrow product and ship it from your partner's foreign depot to your customer.

      The system can also assign agreements for Electronic Data Interchange (EDI) and batch orders.

  • Transfer orders.

    To move products between branch/plants, use the Transfer Order Processing program (P4242).

  • Direct ship orders.

    To create both a purchase order and a sales order to move product from a supplier directly to another partner or customer, use the Sales Order Entry program (P4210).

  • Bulk or general stock movements.

    To record non-sale packaged or bulk movements, use the appropriate form in the General Stock Movement program (P415101).

For example, if you are entering a sales order that includes the partner number and item that is defined in a loan and borrow agreement, the system searches for an agreement that matches the information. If the system locates one or more agreements, you can select the list from the Row menu. You can select the agreement to assign and return to the transaction. The system records the agreement and supplement numbers in the appropriate fields.

This feature is not available during purchase order receipts. To change a purchasing agreement after order entry, return to the order entry program.

To change a sales or loan agreement after order entry, return to the order entry program. The agreement number that you can assign during ship or load confirmation is used only for borrow agreements involving a foreign depot.

When you select an agreement from a list or have the system automatically assign an agreement to a transaction, the system uses search criteria to identify the agreements.