1. Agreement Management Implementation Guide
  2. Understanding Agreement Assignment

Understanding Agreement Assignment

You enter transactions to move the inventory that fulfills an agreement. When you assign an agreement, you include the agreement number and supplement number, if necessary, on a transaction. The system uses these numbers to match the transaction to the correct agreement and monitor the activity.

You can perform these functions:

  • Manually assign the agreement numbers to transactions.

  • Choose from a list of agreements that the system selects.

  • Enable the system to make the assignment automatically.

Your company's operating procedures determine which method you should use.

You can assign an agreement number as you enter transactions for most types of agreements. If the transaction is a sale to your customer and the source branch/plant in the transaction detail is your partner's depot, you must also assign borrow agreements during ship or load confirmation. When you borrow from your partner to ship directly to your customer, your partner's branch/plant is referred to as a foreign depot.

The processing option for agreement selection enables you to choose one of three methods for assigning the agreement number:

  1. The system assigns an agreement if only one agreement is in the system.

    If multiple matching agreement exists, the system displays a check mark in the row header column and in the Agreement Exists column. Use the selection from the Row menu to review the list of agreements and select the agreement to assign.

  2. The system searches all available agreements and displays a check mark in the row header column and in the Agreement Exists column.

    Use the selection from the Row menu to review the list of agreements and select the agreement to assign.

  3. The system searches on all available agreements and automatically assigns the agreement with the earliest expiration date.

    Note: Setting this processing option to specify one of the choices activates Agreement Management processing in the order entry programs. If you leave this processing option blank in the order entry programs, you cannot assign agreements to transactions during order entry. When you leave the processing option blank in the shipment and load confirmation programs, and the branch/plant is a foreign depot, the system assigns the agreement with the earliest expiration date.