Automatic Default of Contract Values to Requisition and Purchase Order Transactions

You can set up contracts to automatically be requisitions and purchase orders by default. This enables you to use items already contained in a contract to populate requisitions and purchase orders with items and prices. The system retrieves contracts for:

• Requisitions when the Default Contract on Req check box is selected as a business unit option, or when the Default Contract on Req check box is deselected, but the Default the found contract ID to Requisition line check box defined on the PeopleSoft Purchasing: RFQ Required Rule Page is selected.

  To do this, access the page and select a rule in the RFQ Required Rule field. Then click the Go to RFQ Required Rule button.

• Purchase orders if the Default Contract on PO check box is selected as a business unit option.

  This includes when you copy a purchase order from a contract. See the contract validation rules described next in this section.

• Purchase orders created through purchase order sourcing.

  The system uses the contract default rules hierarchy to determine the most valid contract to supply default values to requisitions, purchase orders, and purchase orders created through purchase order sourcing. The system selects the most valid contract from the available contracts.

Note:

The automatic defaulting of contracts to requisition or purchase order options does not apply to PeopleSoft Services Procurement. This application searches for an applicable contract on the work order and uses it on a purchase order regardless of how the automatic defaulting is defined.