7Manage Supplier Agreements

This chapter contains the following:

Use the Purchase Agreements Work Area

Consumption at Risk Infolet

Use the Consumption at Risk infolet to track amounts released against your purchase agreements. You can view a summary of agreements with consumption at risk, and take necessary actions to correct the causes.

You can view the infolet from the Purchase Agreements work area, on the Overview page. The infolet shows any agreements which are under released, over released, or more than 100 percent released. The information is based on the notification controls set up on the agreement's Controls tab. Click a bar in the graph to view the agreements with a particular consumption status. If there are more than one agreement in the category, a list of the agreements is displayed in the Manage Agreements page. Click an agreement number link to view the details of the agreement.

This table lists the categories of agreements displayed on the Consumption at Risk infolet, with descriptions.

Category Description

Over 100%

Includes the agreements that have released more than the agreement amount specified on an agreement.

Over-released

Applies to agreements with any notification control entry with a condition of Amount Released. Includes the agreements that have released more than the specified amount or percentage of the agreement amount.

Under-released

Applies to agreements with any notification control entry with a condition of Amount Not Released. Includes the agreements that haven't released up to the specified amount or specified percentage of agreement amount.

Set Up an Agreement to Monitor Consumption Risk

You can set up an agreement to monitor the amounts released. Based on the setup, the application populates the Consumption at Risk infolet with information about the amount released or not released against the agreement.

To set up an agreement to monitor the amount released or not released:

  1. Use the Purchase Agreements work area to create a new agreement, or edit an existing one.

  2. On the agreement's Controls tab, in the Notification Controls section, add a new row to the table.

  3. In the Condition column, select either Amount Released or Amount Not Released.

    • To monitor over released amounts, you can set up the Amount Released in the notification controls.

    • To monitor under released amounts, you can set up the Amount Not Released in the notification controls.

  4. You can set up the notification controls to monitor releases by amount or by percent. To monitor releases by percent, you must first have entered a value in the Agreement Amount field on the agreement's Main tab, General section.

  5. Optionally, you can use the Start Date and End Date fields to define a period for tracking an amount released against the agreement.

  6. Click Save.

Create Supplier Agreement

What's the difference between a purchase order, a purchase agreement, and a contract agreement?

Oracle Fusion Purchasing provides the following purchase order types: purchase order, blanket purchase agreement, and contract purchase agreement.

Note that your organization can change the names of these documents to suit your business needs, but in their basic form the following describes their function:

  • Purchase Order

    You generally create a purchase order for a one-time purchase of various items. You create a purchase order when you know the details of the goods or services that you require, estimated costs, quantities, delivery schedules, and accounting distributions.

  • Blanket Purchase Agreement

    You create blanket purchase agreements when you know the details of the goods or services you plan to buy from a specific supplier in a period, but you do not yet know the detail of your delivery schedules. You can use blanket purchase agreements to specify negotiated prices for your items before actually purchasing them. Prices for items can be negotiated on a blanket purchase agreement by a procurement business unit which can then be made available to multiple requisitioning business units.

  • Contract Purchase Agreement

    You create a contract purchase agreement with your supplier to agree on specific terms and conditions without indicating the goods and services that you will be purchasing. You can later issue purchase orders referencing your contracts using terms negotiated on a contract purchase agreement by a procurement business unit which can then be made available to multiple requisitioning business units.

To minimize document creation time and reduce errors, a comprehensive defaulting mechanism is used to provide most required purchasing document header information. In this context, default means that the application provides this information for you. It doesn't mean that you can always change the default information.

How Purchasing Document Header Defaulting Rules Work

The header or general information portion of a purchasing document contains the details that apply to the entire document.

The table lists the header fields that can appear on a purchasing document page. The following columns indicate where the default comes from for each document type. Document types include purchase order, blanket purchase agreement, and contract agreement.

  • These rules don't apply to the case when a line is brought over from the catalog or a requisition line.

  • In the following table, when options for a purchasing document header default rule are listed as 1, 2, 3 and so on, the application looks first for the option specified as number 1. If information isn't available in this source, it uses the next numbered source, and so on.

Header Fields Purchase Order Blanket Purchase Agreement Contract Agreement

Automatically Generate Orders

Not applicable

Check box is selected.

Not applicable

Automatically Submit for Approval

Not applicable

Check box is selected.

Not applicable

Bill-to Location

  1. Supplier Site Assignment record of the supplier site in the Sold-to BU

  2. Common Payables and Procurement Configuration setting for the Sold-to BU

Not applicable

Not applicable

Buyer

Current signed in user who opens the create document window

Current signed in user who opens the create document window

Current signed in user who opens the create document window

Carrier

  1. Supplier Site

  2. Procurement Business Function Configuration of the Procurement BU

Same as purchase order

Same as purchase order

Communication Method

  1. Supplier Site

  2. 'None'

Same as purchase order

Same as purchase order

Confirming order

Deselected

Deselected

Deselected

Conversion Date

  1. The current date in the legal entity's time zone, if available.

  2. Otherwise, the current date in the application server's time zone.

Not applicable

Not applicable

Conversion Rate Type

  1. If currency is fixed rate as defined in GL then set to EMU Fixed

  2. Common Payables and Procurement Configuration setting for the Sold-to BU

Not applicable

Not applicable

Currency

  1. Invoice Currency of the Supplier Site

  2. Primary ledger currency of the Sold-to BU

  1. Invoice Currency of the Supplier Site

  2. Procurement Business Function Configuration of the Procurement BU

Same as blanket purchase agreement

Default Ship-to Location

(If only Services, the attribute name is Default Work Location)

  1. Supplier Site Assignment record in the Requisitioning BU

  2. Requisitioning Business Function Configuration of the Requisitioning BU

Not applicable

Not applicable

Email

(If Communication Method is email)

  1. Supplier Contact

  2. Supplier Site

Same as purchase order

Same as purchase order

FOB

  1. Supplier Site

  2. Procurement Business Function Configuration of the Procurement BU

Same as purchase order

Same as purchase order

Fax

(If Communication Method is Fax)

  1. Supplier Contact

  2. Supplier Site

Same as purchase order

same as purchase order

Freight Terms

  1. Supplier Site

  2. Procurement Business Function Configuration of the Procurement BU

Same as purchase order

Same as purchase order

Group Requisitions

Not applicable

Procurement Business Function Configuration of the Procurement BU

Not applicable

Group Requisition Lines

Not applicable

Procurement Business Function Configuration of the Procurement BU

Not applicable

Pay on Receipt

  1. Supplier Site

  2. Deselected

Same as purchase order

Same as purchase order

Payment Terms

  1. Supplier Agreement

  2. Supplier Site

  3. Procurement Business Function Configuration of the Procurement BU

  4. Manage Invoice Options task setup for invoicing business unit, in the Setup and Maintenance work area

  1. Supplier Site

  2. Procurement Business Function Configuration of the Procurement BU

  1. Supplier Site

  2. Procurement Business Function Configuration of the Procurement BU

Purchase Order Style

Style Display Name for the Purchase Order document type as specified in the Style "Standard Style"

Style Display Name for the Blanket Purchase Agreement document type as specified in the Style "Standard Style"

Style Display Name for the Contract Purchase Agreement document type as specified in the Style "Standard Style"

Procurement BU

  1. Assigned Procurement BU of the worker, if there is one and only one active assignment.

  2. Profile option "Default Procurement Business Unit", if there is more than one active assignment for the worker

Same as purchase order

Same as purchase order

Retroactive Pricing Terms

Not applicable

Procurement Business Function Configuration of the Procurement BU

Not applicable

Required Acknowledgment

None

None

None

Requisitioning BU

  1. Client of the Procurement BU if there is only active client.

  2. Buyer's Procurement BU Assignment details, if there are multiple clients of the Procurement BU

Same as purchase order

Same as purchase order

Supplier Site

Supplier, if there is only one active purchasing site for the Procurement BU with an active site assignment for the Requisitioning BU

Supplier, if there is only one active purchasing site for the Procurement BU

Supplier, if there is only one active purchasing site for the Procurement BU

Supplier Contact

Supplier Site, if there is only one active contact for the site

Same as purchase order

Same as purchase order

Taxation Country

Country of the Legal Entity of the Sold-to BU

Not applicable

Not applicable

Use Requested Delivery Date

Not applicable

Procurement Business Function Configuration of the Procurement BU

Not applicable

Use Ship-to Organization and Location

Not applicable

Procurement Business Function Configuration of the Procurement BU

Not applicable

To minimize document creation time and reduce errors, a comprehensive defaulting mechanism is used to provide most required purchasing document line information. In this context, default means that the application provides this information for you when you create a new line. It doesn't mean that you can always change the defaulted information.

How Purchasing Document Line Defaulting Rules Work

The line portion of a document contains the details that apply to the lines.

The table lists the line fields that can display on a purchasing document page. The following columns indicate where the default comes from for that document type. Document types include purchase orders and blanket purchase agreements.

  • These rules don't apply to the case when a line is brought over from the catalog or requisition line.

  • When information labels are listed as 1, 2, 3, and so on, the application looks first to the option specified as number 1. If information isn't available in this source, it uses the next numbered source.

Line Fields Purchase Order Blanket Purchase Agreement

Allow Price Override

Not applicable

Unchecked for goods lines and checked for services lines

Category

  1. Item as defined in the Ship-to Organization

  2. Line Type

Same as purchase order

Deliver-to Location

  1. Requester's location if its ship-to location matches the ship-to location of the line

  2. Ship-to location of the line

Not applicable

Description

Item as defined in the Ship-to Organization

Not applicable

Destination Type

  1. "Inventory" if item is stockable in Ship-to Organization

  2. "Expense"

Not applicable

Hazard Class

  1. Source Agreement Line

  2. UN Number

  3. Item as defined in the Ship-to Organization

  1. UN Number

  2. Item as defined in the Inventory Organization on Procurement Business Function Configuration of the Procurement BU

Invoice Close Tolerance Percent

  1. 100 if procurement card on the header

  2. Item as defined in the Ship-to Organization

  3. Configure Procurement Business Function

  4. Set it to "0"

Not applicable

Invoice Match Option

  1. Item as defined in the Ship-to Organization

  2. Line Type

  3. Supplier Site

  4. "Order"

Not applicable

Location

  1. Header

  2. BU assignment record of the source agreement corresponding to the Requisitioning BU

  3. Supplier Site Assignment record of the supplier site in the Requisitioning BU

  4. Requisitioning Business Function Configuration of the Requisitioning BU

Not applicable

Match Approval Level

  1. Item as defined in the Ship-to Organization

  2. Line Type

  3. Supplier Site

  4. Procurement Business Function Configuration of the Procurement BU

  5. "2-Way"

Note that if the default value is "4-Way" and the purchase basis is services then set to "3-Way."

Not applicable

Negotiated

  1. Source Agreement

  2. Unchecked

Checked

Organization

  1. Inventory Organization associated with the line Ship-to Location

  2. Inventory Organization associated with the header Ship-to Location

  3. Deliver-to Organization from the Requisitioning Business Function Configuration of the Requisitioning BU

Not applicable

Price

  1. Source agreement

  2. Item as defined in the Inventory Organization on Procurement Business Function Configuration of the Procurement BU

Item as defined in the Inventory Organization on Procurement Business Function Configuration of the Procurement BU

Price Break Type

 

Procurement Business Function Configuration of the Procurement BU

Secondary Quantity

Based on the conversion of the primary UOM and secondary UOM if the Defaulting definition of the UOM for the item is "Fixed" or "Default"

Not applicable

Supplier Item

Source agreement

Not applicable

Type

  1. Procurement Business Function Configuration of the Procurement BU

  2. Document Style

  3. "Goods."

Same as purchase order

UN Number

  1. Source agreement line

  2. Item as defined in the Ship-to Organization

Item as defined in the Inventory Organization on Procurement Business Function Configuration of the Procurement BU

UOM

  1. Item as defined in the Ship-to Organization

  2. Line Type

  1. Item as defined in the Inventory Organization on Procurement Business Function Configuration of the Procurement BU

  2. Line Type

Create Supplier Agreement Online

A supplier agreement is a long-term agreement for the purchase of goods and services from a supplier. The two types of supplier agreements are blanket purchase agreements and contract purchase agreements.

Procurement agents can create a draft supplier agreement by any of the following methods:

  • Create a supplier agreement in the user interface.

  • Duplicate an existing agreement.

  • Import a supplier agreement from an external application.

  • Process a negotiation award into a supplier agreement.

  • Process a supplier contract deliverable into a supplier agreement

Consider the following main attributes when entering a supplier agreement.

  • Document Style

  • Business Unit: Procurement BU

  • Supplier, Supplier Site, and Supplier Contact

  • Currency

  • Communication Method

  • Agreement Amount and Amount Limit

  • Price Update Tolerance Percent

Document Style

When you create a supplier agreement, you select an appropriate document style to reduce the complexity of creating the supplier agreement. The document style exposes only the needed functionality on the agreement. For example, you may want to create a blanket purchase agreement with your supplier only for services. You can choose a document style that allows only services lines on the agreement.

Procurement BU

Procurement business units are responsible for procurement business functions, including supplier management, contract negotiation and administration, and order issuance and administration.

Depending on business requirements, a procurement business unit can either:

  • Perform these functions in response to its own requirements for purchased goods and services.

  • Serve as a shared procurement service center that can process requisitions from multiple client business units.

As a buyer, you can choose a procurement business unit to own and manage the supplier agreement through its life cycle. You can then provide the client business units access to the agreement so they can purchase using the agreement.

Supplier, Supplier Site, and Supplier Contact

Enter or select the name of the Supplier for this supplier agreement. To submit a supplier agreement for approval, you must provide a supplier.

Enter or select the Supplier Site for this supplier agreement.

You can optionally enter the name of the contact at the supplier site. If the supplier you choose has only one contact name, the value populates this field.

Currency

Enter or select the Currency for the supplier agreement. You can change currency information until the supplier agreement is approved.

Communication Method

You can communicate your agreements, along with any attachments to suppliers using print, fax, or email. Attachments might include amendments, contract terms and contractual deliverables.

You can also communicate supplier agreements using the following electronic business to business applications:

  • Oracle B2B e-Commerce Gateway

  • Oracle Fusion Collaboration Messaging Framework

For electronic business to business communication, you can't communicate attachments with agreements.

Communication Method is populated with a value based on the specified supplier site's preferred communication method.

The application automatically initiates the communication process upon approval of the document, if:

  • A communication method other than None is specified on the document.

  • Or the supplier site is set up for communication by means of business to business electronic communication.

Alternatively, you can communicate documents to your supplier in batch by scheduling the Communicate Purchasing Documents process. The process sends the communication using the method specified on the purchasing document.

If the automatic communication fails for any reason, you can resend the document using the Communicate action. Use this action to select a communication method different from the supplier's preferred communication method.

Agreement and Limit Amount

You can specify the agreement amount, which represents the amount you expect to buy from the supplier over the lifetime of the agreement.

You can specify the limit or maximum amount you intend to buy from the supplier over the lifetime of the agreement. The application prevents you from issuing purchase orders against the agreement once the amount limit has been reached.

Price Update Tolerance Percent

The application alerts you if the price change percent on any change order for the agreement exceeds the Price Update Tolerance Percent on any line. Such lines are clearly highlighted in the approval request task detail to enable an approver to make an informed decision.

As a procurement agent you can specify the client requisitioning business units that can purchase using a supplier agreement. Do this using the agreement's Business Unit Access region, on the Control tab.

You can allow all clients of the procurement business unit to purchase using the agreement, or a specific client, or some subset. In addition, you can specify the supplier site, ship-to location, and bill-to location for purchase orders created for these client business units.

Each client requisitioning business unit can either:

  • Retain the responsibility of creating and administering their own purchase orders for the goods and services they're buying against the agreement.

  • Outsource the responsibility to the procurement business unit service provider.

As a procurement agent you can configure the level of business process outsourcing using the Order Locally check box:

  • When you select the Order Locally check box, the client requisitioning business unit creates and administers its own purchase orders. The supplier sites a user can select are:

    • assigned to the active requisitioning business unit,

    • and are created in the active requisitioning business unit.

  • When you leave the Order Locally check box not selected, the client requisitioning business unit outsources the purchase order administration to the service provider. The supplier sites a user can select are:

    • assigned to the active requisitioning business unit,

    • but are created in another business unit different from the active requisitioning business unit.

To see how this works, consider the following scenario:

  • Vision Corporation has two business units, Vision Operations and Vision Services, both of which have the requisitioning business function.

  • Vision Operations has the procurement business function and provides the procurement service for all requisitions created by its client, Vision Services.

  • A blanket purchase agreement with supplier Advanced Network Devices is hosted by Vision Operations, and is made available to Vision Services.

  • Vision Operations handles all purchase order administration for Vision Services.

Business Unit Access Scenario for Vision Corporation
  1. Add a business unit access record for Vision Services. This business unit can now access the agreement content.

  2. Ensure that the Order Locally check box is not selected. The purchase orders created for Vision Services are administered by the procurement business unit Vision Operations.

  3. Specify the supplier site to fulfill the purchase orders created for Vision Services. Also enter the ship-to and bill-to locations to be used on the purchase order.

You can set up supplier agreements so that approved requisitions automatically create purchase orders that are sent to suppliers. You can configure the degree of order automation required for each agreement.

Enabling Order Automation

To enable the automated order process, complete these steps:

  1. In the Purchase Orders or Purchase Agreements work area, use the Create Agreement task to set up an agreement for frequently purchased items.

  2. On the agreement's Controls tab, Business Unit Access region, enable the agreement for the appropriate requisitioning business units and supplier sites.

  3. In the Order Creation Options region, indicate on the agreement that requisitions for these items must automatically create purchase orders.

Configuring the Level of Order Creation Automation

In an agreement's Order Creation Options region, you can configure the level of order creation automation for an agreement as follows:

  • Select the Automatically generate orders check box to create orders automatically.

  • Select the Automatically submit for approval check box to also submit the orders automatically for approval.

Select both options to provide complete automation for repeat orders of goods and services. For high-value items, you may prefer to select the first option only, so the generated orders can be manually reviewed and submitted for approval.

When you select the Automatically generate orders option, the automatic conversion of purchase requisitions into purchase orders is subject to eligibility checks. For example, the agreement must be valid, the agreement must not be expired, and so on.

Grouping Requisitions

You can also control how requisitions and requisition lines are combined on order lines in the purchase order.

When the application is configured to copy descriptive flexfields from requisition headers or lines to corresponding purchase order headers or lines, you can't group requisition lines.

When the application is configured to copy only descriptive flexfields from requisition headers and not from lines, requisition grouping is allowed. If you manually enter multiple lines in the Edit Document Builder page, line grouping options are disabled in the Actions drop-down list.

Allow Ordering From Unassigned Sites

Select the Allow ordering from unassigned sites check box to indicate that the agreement can be used to source requisitions for supplier sites not listed as purchasing sites in the agreement's business unit assignments. This option doesn't apply to purchase orders created without a backing requisition or when the agreement isn't specified at the time of creating or processing the requisition into a purchase order.

Automatic Order Generation and Requisition Grouping

You can optionally set up the purchase agreement to automatically do these two tasks:

  • Create purchase orders from requisitions

  • Submit them for approval

If this automation is set up and you want to group requisitions, the purchase orders are created on approval before you can do any requisition grouping. When you enable the Consolidate Online Requisitions into Fewer Purchase Orders feature, orders from online requisitions won't be created automatically and requisitions will be processed the grouping options.

Here's the list of outcomes based on the features you have enabled.

Use Case Consolidate Online Requisitions into Fewer Purchase Orders Feature Enabled CPA/BPA is Set Up for Automatic Creation of POs Outcome

Grouping of multiple online requisitions into single PO isn't needed

No

Yes

POs will be created automatically upon approval

Grouping of multiple online requisitions into single PO isn't needed

No

No

Requisitions will go into pool for manual processing

Grouping of multiple online requisitions into single PO is needed

Yes

Yes

Requisitions will be processed into orders and grouped based on the grouping options when Generate Orders is executed

Grouping of multiple online requisitions into single PO is needed

Yes

Yes

Requisitions will go into pool for manual processing when Generate Orders is executed

Retroactive price updates automatically update existing purchase orders retroactively with price break quantities from the parent blanket agreement.

When to Choose Open Orders Only

Choose this option to allow retroactive price updates to open orders with no receiving or invoicing activity.

When to Choose All Orders

Choose this option to allow retroactive price updates to all orders irrespective of whether they have been received or invoiced.

Blanket purchase agreement lines include details of the goods or services to be purchased from the supplier. The line doesn't contain delivery dates or individual delivery quantities or amounts.

A blanket purchase agreement line can be created in the following ways:

  • Add a line manually

  • Duplicate an existing line

  • Add a line from the procurement catalog

  • Add lines using the upload process

Consider the following attributes when entering a blanket purchase agreement line.

  • Line Type

  • Item

  • Category

  • Price Break Type

  • Item Attributes

Line Type

Line types differentiate purchases for various commodities such as goods and services. Goods are ordered by quantity and price, whereas services are ordered by price.

Implications of your selection of line type:

  • The style of the document you're creating can limit the line types that you can choose from. For example, if the style only allows for purchases of fixed price services then only fixed price services line types are available to choose from.

  • The line type isn't editable once the line is saved. If you need to change your line type after saving it, you must delete the line and add another.

  • When you enter a line type, the application automatically defaults attributes for the line being created.

Item

Enter the Item you want to purchase. Typically the item is an identifier of goods already defined in your procurement catalog. If you enter a defined item, the application displays the purchasing category, item description, unit of measure, and unit price associated with the item.

Category

When entering a line, enter or select the purchasing category of the item you want to purchase. If you choose an item, the application displays the purchasing category for the item. You can't change the purchasing category if you choose an item.

Price Break Type

This attribute is applicable only to blanket purchase agreements. Use the price break type control to leverage cumulative pricing functionality on your blanket purchase agreements and drive pricing discounts based on cumulative purchases across all the client business units buying off the agreement. Select Cumulative if you want the application to choose the price break by considering previous purchase order released quantities for the blanket line. Select Noncumulative if you want the application to choose the price break by using the individual purchase order line quantity.

The following example illustrates how this works.

Blanket Purchase Agreement Line Price = $10

This table defines a set of sample price breaks based on the quantity purchased.

Quantity Price Break

< 100

10

101-200

9

> 201

8

This table shows example purchase orders, with line quantities and price breaks based on the sample price breaks defined in the previous table. The cumulative and noncumulative pricing columns demonstrate how price type affects the price break.

Purchase Order Line Quantity Cumulative Pricing Noncumulative Pricing

ABC-US-1001

1

120

9

9

ABC-US-1002

1

90

8

10

ABC-US-1003

1

410

8

8

Total Released Amount

 

 

$5080

$5260

Item Attributes

This feature is applicable only to blanket purchase agreements. You can provide more information about the item or the service using the item attributes on the agreement line. This information is then displayed to requesters when they view the agreement content on the catalog.

Some of these item attributes are also translatable into the other languages installed in your application. You can use the agreement loader process to add translations of the item attributes.

How You Automatically Determine Requested Delivery Date Using Lead Time

In the Line page, in the Item Attributes section, use the Lead Time Days field to specify the agreed-upon lead time for delivery. The application can be configured to automatically determine the requested delivery date on purchase orders created from requisitions using the Lead Time Days value.

When requisitions are converted to orders, the requested delivery date on the requisition line is compared to the current date plus the Lead Time Days on the agreement line. The later date is used for the requested delivery date on the order.

Price breaks are reductions in the price of an item depending on certain conditions such as purchasing in bulk or from a certain location. The Price Break region of the Lines page enables you to enter price break information for blanket purchase agreement lines.

Suppliers often offer a reduction in per-unit price if your order exceeds a specified quantity. Price breaks are entered as basic price lists based on quantity ordered combined with either the price or the discount. You can also specify start and end dates.

Note: Price breaks can be specified to be cumulative or noncumulative. Cumulative indicates that you want to choose the price break by adding the current order schedule quantity to the total quantity already ordered against the blanket purchase agreement line. Otherwise, the price break is chosen by using the individual order line quantity.

In this scenario a procurement agent, Mathew Mancia, creates two blanket purchase agreement lines for some paper supplies for the New York office. This table lists the information he enters in the lines, including: quantities, price, and price breaks.

Ship-to Organization Location Quantity Price Discount Percent Start Date EndDate

V1

V1 - New York City

100

294

2.0

To be determined

To be determined

V1

V1 - New York City

200

291

3.0

To be determined

To be determined

Enter Price Breaks
  1. He enters the V1 ship-to organization. When an item is entered, only organizations in which the item is defined can be selected.

  2. He enters the New York shipping location for the price break. He can select only locations for this organization or locations for which no organization is defined.

  3. He enters the minimum quantity, 100, that must to ordered to obtain this price break.

  4. He enters the price of $294 for this quantity. The application calculates the discount percent. Optionally he could enter a Discount Percent to have the price calculated.

  5. Optionally he could enter a start date that this price break becomes effective.

  6. Optionally he could enter an end date that this price is no longer effective after.

  7. He adds an additional line and repeats 1 to 6 for one additional price break.

How You Create a Purchase Agreement for Outside Processing

As a user such as a buyer or category manager, you can create purchase agreements for outside processing items. Purchase agreements for outside processing items support the automatic creation of outside processing purchase orders from externally managed purchase requisitions.

To create purchase agreements for outside processing items, use the Create Agreement task in the Purchase Agreements or Purchase Orders work areas. Key elements of this task are:

  • Selecting the outside processing document style.

  • Adding outside processing items to the agreement.

How You Select the Document Style

In the Create Agreement dialog, Style drop-down list, you must select an outside processing document style. Two predefined outside processing styles are delivered:

  • Outside Processing Blanket Agreement

  • Outside Processing Contract Agreement

You can also select from outside processing agreement document styles your organization has created, if any.

How You Add an Outside Processing Item

You can add an outside processing item to the Items field, on the Lines tab of a blanket purchase agreement. You can only do so if the agreement has an outside processing document style. There can be one or more outside processing items, as well as non-outside processing items, on a blanket purchase agreement.

How You Search for and Identify Purchase Agreements for Outside Processing

As a buyer or category manager, you can search for and identify existing purchase agreements for outside processing items. Use the Manage Agreements task in the Purchase Agreements work area.

Key factors in managing a blanket purchase agreement for outside processing are:

  • How to search for and identify an outside processing purchase agreement.

  • How to recognize outside processing information about a purchase agreement.

Search for an Outside Processing Blanket Purchase Agreement

When you create a purchase agreement for an outside processing item, you apply an outside processing document style to the agreement. On the Manage Agreements page, in the search results, view the Document Style column to identify agreements with an outside processing document style. You can also narrow your search for outside processing purchase agreements using an advanced search.

  1. In the Search section, click Advanced.

  2. Click Add Fields and select the Document Style option.

  3. In the Document Style field enter the search criteria for the outside processing document style you want to narrow the search to. You can select one of the delivered styles, or a style created by your organization, if any.

  4. Click Search.

Outside Processing Information about the Purchase Agreement

When you open an existing outside processing agreement, the document style displays as part of the page name. For example: Outside Processing Blanket Agreement 123456. The outside processing document style enables you to add outside processing items to a blanket purchase agreement.

FAQs for Create Supplier Agreement Online

Where do the supplier agreement defaults come from?

Some document fields are filled in automatically when you first create a supplier agreement. The application provides a comprehensive defaulting mechanism for most of the required attributes to minimize document creation effort. For most of the attributes, but not all, you can change the defaulted information.

Use the Social link on the Purchase Agreement page to invite the legal team to a conversation to address your concerns regarding a requested item.

For example, as a procurement contracts administrator, you need to deviate from the previously approved legal language for a purchase agreement. You want your legal team to review the revised terms and conditions before you send the agreement to the supplier.

  • Click Social to open the Oracle Social Network window and share or join the purchase agreement.

  • Click New Related Conversation and add the legal team.

  • Post your questions about the terms and conditions and ask for their opinion on the changes.

When a member of the legal team goes to the purchase agreement's wall, she can see certain attributes, such as Description and Supplier. The legal representative responds to your questions, providing a permanent record, and you update the agreement based on her response.

What's a consignment agreement?

A consignment agreement is a long term agreement you create for the purchase of goods under a consignment arrangement with your supplier. Consignment inventories consist of items that are in possession of one party (for example, customers, dealers, or agents) but remain the property of another party (for example, the manufacturer).

The consignment agreement carries the terms and conditions, details of the goods to be purchased on consignment from the supplier, and negotiated amounts. It does not indicate the delivery details, quantities, locations or dates for the consigned goods to be delivered. These details are specified on the consignment order issued against the consigned agreement.

How can I create a purchase agreement for consignment inventory items?

You begin by creating a blanket purchase agreement with a document style for a consignment agreement.

  • Enter or verify the consignment terms for the agreement such as Billing Cycle Closing Date.

  • Next you add the consignment items for this agreement.

  • You would complete the agreement by submitting the agreement for approval. Optionally, you could require acknowledgment from the supplier

How can I import a blanket purchase agreement for outside processing?

You can use the Blanket Purchase Agreement Import template to upload outside processing items to a blanket purchase agreement with an outside processing document style. In the header, use the Style column to enter the outside processing document style. In a line, use the Item and Item Description columns to enter the outside processing item.

Cancel Supplier Agreement

What happens if a purchasing document is canceled?

As a procurement agent, you can terminate an existing contract to buy from a supplier by canceling document headers, lines, or schedules. Canceled documents can be communicated to the supplier. The communicated documents are marked with a cancellation notice to highlight this action to the supplier.

When you cancel a purchase order entity, you're still able to receive or pay for canceled items and services as well as pay for all previously received orders up to the over-receipt tolerance based on the new ordered after cancellation.

As a supplier, you can also terminate an existing contract to supply items by canceling document headers, lines, or schedules. Such cancellation request requires review and approval by the buying organization.

You can't modify a canceled entity or its components. For example, if you cancel a line you can't modify the associated schedules and distributions.

Use the Actions menu to cancel a document.

Author Supplier Agreement Catalog Content

Collaborative Catalog Authoring allows procurement agents to establish the terms, and suppliers or catalog administrators to provide the catalog content. This allows agents to transfer the catalog content management workload to the supplier, and refocus their efforts on more strategic tasks.

This figure shows the collaborative catalog authoring process.

  1. The agent can create the skeleton blanket purchase agreement and transfer the document either to the supplier or the catalog administrator to provide the catalog content.

  2. The supplier or catalog administrator can add content to the agreement either by uploading in XML, cXML, CIF, and tab delimited formats or by using online authoring and then transfer the document back to the agent after authoring is complete.

  3. The agent can then review the content added, make necessary changes, and submit the document for any required approval or supplier acceptance.

Collaboration between buyer and supplier in which supplier
provides catalog content for buyer's use.

Approve Supplier Agreement

Document approval electronically routes the purchasing document to all identified approvers and records their approval actions.

Oracle Fusion Purchasing leverages the Oracle Approval Management Service for purchasing document approvals. Approval Management Service is a robust engine that enables administrators to organize and author approval routing rules based on numerous seeded document attributes such as ordered amount, price, category, and contract terms exist. Based on your unique business requirements, administrators can choose to send the approval request to approvers in parallel or in a sequence. Approvals can be sought using supervisory chain, position or job level hierarchy, or using a list of approvers.

This table lists several approval routing rules examples. For each example an approval rule condition and corresponding action are provided.

Condition Action

Purchase order amount exceeds a certain threshold

Route to procurement agent's manager

Purchase order amount is greater than backing requisition amount

Route to requester's manager

Line price change percent on a blanket agreement exceeds the Price Update Tolerance Percent

Route for category manager approval

Non-standard contract terms

Route for legal approval

Line category name is "Travel"

Route for travel approval

FAQs for Approve Supplier Agreement

How can I insert additional approvers and viewers?

As a procurement agent or a requester, you can view the application generated list of approvers using the Manage Approvals page. You can add approvers and viewers on this page based on approval configuration.

How can I view the approval actions performed on a document?

Select your purchasing document in the application and use the View Document History action to view all approval actions performed on the document.

Evaluate Supplier Agreement Approval Status

How can I find the approver with whom the document or an active change order is pending for approval?

Select your purchasing document in the application and use the Status link to open the Action Details page. This page displays all approvers who performed an action, current approvers, and future approvers.

Acknowledge Supplier Agreement

As a supplier, your formal acknowledgment may be required before a purchasing document becomes legally binding and can be implemented.

You can use the Supplier Portal work area to view purchasing documents and change orders awaiting acknowledgment, and record your response. New acknowledgment requests also show up as Worklist items on the portal, and in email notifications. To record an acknowledgment, use the Acknowledge action on the document.

A buyer for the buying organization can use the Purchase Agreements and Purchase Orders work areas to monitor purchasing documents awaiting acknowledgment. Acknowledgment requests past their due date are presented as Watchlist items. Overdue acknowledgment requests also appear in the Requiring Attention infolet on the work area Overview pages. A buyer can record a supplier's offline acknowledgment on the supplier's behalf, using the Acknowledge action on the document.

Sign Purchasing Documents

As a buyer, you can prepare and send purchase agreements, purchase orders and change orders to obtain electronic signature. You can also manage purchasing documents that are sent for electronic signature.

Key aspects of working with purchasing documents that require electronic signature are:

  • Prerequisite feature configuration and setup.

  • Preparing and sending a purchasing document for electronic signature.

  • Managing a purchasing document that's sent for electronic signature.

Before You Start

Before you can prepare a purchasing document for electronic signature, your organization must have completed the following prerequisite tasks:

  • Obtained a license from, registered with, and set up an administration account with DocuSign, the electronic signature service provider.

  • Enabled and configured the electronic signature feature in Oracle Applications Cloud, using the Setup and Maintenance work area.

  • Added you as a user to the DocuSign administration account.

Prepare Purchasing Document

You can prepare a purchasing document for electronic signature using the Purchase Agreements or Purchase Orders work areas.

  1. When you create the document, you can specify the document requires electronic signature. To do this, open the document. On the Edit Document page, select the Requires Signature check box on the Main tab, Terms subtab.

  2. When you're done creating the purchasing document, submit it for approval and acknowledgment.

  3. After approval and acknowledgment are complete, you can prepare the purchasing document for electronic signature. Open the purchasing document, and select the Prepare for Signature option from the Actions drop-down list.

The Prepare for Signature page includes the following:

  • The notification email.

  • The purchasing document PDF.

  • Any contract documents.

  • Any other attachments for the supplier.

You can use the Prepare for Signature page to perform actions such as:

  • Click the To button to review the email notification text.

  • Add signers as recipients to the notification email.

  • Enter a subject and message.

  • Assign a signature task to each recipient.

  • Add other documents as needed, so the signers can review all terms and conditions that are relevant to the purchasing document before they sign it.

  • Indicate whether to route the document for signature sequentially or concurrently.

When you're done preparing the purchasing document for signature, click the Send button to send the email notification to the signers.

Note: The Prepare for Signature page displays a DocuSign user interface within your application, integrating functionality from the electronic service provider's web site. For more information about using the page, refer to the DocuSign Support Center at https://support.docusign.com.
Manage Purchasing Document

In the Manage Agreements and Manage Orders tasks, you can search for purchasing documents requiring signature. Add the Requires Signature attribute as an advanced search field to find purchasing documents that are in process or electronically signed. You can also add the Requires Signature column to the search results.

After you send a document for signature, and the document is in Sent for Signature status, you can manage the signature process. With the purchasing document open, select the Manage Signature option from the Actions drop-down list. The Manage Signature page opens from the DocuSign web site. You can select the following options from the Other Actions drop-down list:

  • Correct: Use to enter missing or correct existing information. You can resend the document for signature.

  • Void: Use to make changes to the purchasing document after it's sent for signature. This withdraws the document from the electronic signature process.

  • View History: Use to view the signature history of the document.

This table lists electronic signature processing statuses you can view throughout the life cycle of a purchasing document that requires signature. A description of each status is also provided.

Status Description

Pending Signature Preparation

Applies to an approved document that requires signature and is pending signature preparation. Also applies to an approved document for which the signature packet has expired, or is manually voided.

Sent for Signature

Applies to a document which is prepared for and sent for signature.

Open

Applies to a document if all the signers sign it.

Rejected

Applies to a document if one of the signers declines to sign it.

The final electronically signed version of a purchasing document is stored in the application and is used for supplier communication.

How You Manage Refresh Document Signature Status

As a procurement application administrator, you can manage the Refresh Document Signature Status scheduled process.

The scheduled process retrieves the signature status of all purchasing documents currently sent out for signature, and updates their status in the application.

Settings That Affect the Refresh Document Signature Status Process

You can schedule the process to run periodically at a specified interval. To do this, from the Navigator click Scheduled Processes.

How the Purchasing Document Signature Status Is Processed

The scheduled process reviews the status of all in process signature packets for documents requiring signature. The status of the documents is updated in the application. The final electronically signed version of a purchasing document signature packet is stored in the application, and is used for supplier communication.

After the scheduled process is run, users of the Manage Agreements and Manage Orders work areas can view the following:

  • Updated signature status of a purchasing document.

  • Updated document signature history.

How can I electronically sign a purchasing document?

When you are sent a purchasing document for your electronic signature, you receive an email from DocuSign sent on behalf of the sender. Review the email, follow the instructions to review the document and attachments, and sign or decline the document. For more information refer to the DocuSign Support Center at https://support.docusign.com.

Dispatch Supplier Agreement

Set Up the Purchasing Document Email Sender

Use the Purchase Order Email Sender profile option to set up the email sender for purchasing documents sent to suppliers.

As an administrator you can set up the profile option using the Manage Administrator Profile Values page. To configure the profile option:

  1. In the Setup and Maintenance work area, access the Manage Administrator Profile Values task in the Procurement Foundation functional area.

  2. On the Manage Administrator Profile Values page, in the Application drop-down list, select Purchasing. Then click Search.

  3. In the Search Results, open the PO_FROM_EMAIL_ADDRESS profile option code.

  4. You can configure the profile option at the site level only. In the Profile Values section select one of the values: Buyer or Automatic.

Buyer

Buyer is the default value. The buyer's electronic mail address is used to send purchasing documents to the supplier. The supplier can reply to the buyer's electronic mail address, rather than a system-generated one which doesn't accept any reply.

Automatic

If you select this value, the system-generated electronic mail address is used to send purchasing documents to the supplier. The system-generated electronic mail address doesn't accept any reply. You might choose this value if, for example, your supplier's email system filters out the buyer emails.

Amend Supplier Agreement

As a procurement agent, requester, supplier or catalog administrator, you can propose changes to an active purchasing document. Using a change order, you can indicate changes to the current version of a document, including cancellation of the document.

You can manage change orders throughout the life cycle of a purchasing document, including:

  • Creation

  • Approval

  • Dispatch

  • Implementation

This figure shows the flow of change orders through the typical document life cycle, from creation through approval, dispatch and implementation. In this typical flow a user creates a change order for a document and submits it for approval. Once approved, the change order can be communicated to the supplier for acknowledgment.

Typical process flow of creation, approval, dispatch,
and implementation for a change order.

How You Create A Change Order

You can initiate a change on a purchasing document. To do this, open the document from your own work area. You can search for the document, create a change order using the Edit action, and start proposing changes. The scope of change that you can propose is determined by the work area that you're using to open the document. For example:

  • As a buyer using the Purchase Orders work area, you can propose changes to a purchase order's contract terms and conditions.

  • As a supplier using the Supplier Portal work area, you can propose changes to a purchase order requiring acknowledgment at the document and schedule level.

  • As a catalog administrator using the Catalog work area, you can upload lines to a purchase agreement.

On the Edit Change Order page, select the Review Changes action to review the details of the proposed changes. The Review Changes page shows each attribute you're changing, and its original and changed values.

When you submit a change order for approval, the application validates the change order for accuracy, completeness and policy deviations.

How You Approve A Change Order

When you submit a change order, the application uses the same approval workflow to route the change order as for a purchasing document. Attributes relevant for a change order are available for you to use in approval rules, such as:

  • PO Ordered Amount Changed

  • Price Change Percent

  • Nonstandard Clause Modified

As an internal user, you can view the approvers for your change order, based on the routing rules, using the Manage Approvals page. You can insert additional approvers and viewers, if needed.

As an approver, you receive an approval request highlighting critical information you can use to make an approval decision, such as:

  • Party initiating the change.

  • Amount changed.

  • Contract deviations.

You can navigate to the approval task detail to view the purchasing document in its entirety. If needed, you may request more information.

How You Dispatch A Change Order

You can communicate an external change order using a supplier's preferred means, such as business to business, print, fax or email. Manually communicate a change order to a supplier using the Communicate action. Communicate change orders in batch using the Communicate Purchasing Documents task. As a supplier user you can view the change order using the Supplier Portal work area.

As a procurement agent, you may optionally require supplier acknowledgment on an external change order. A procurement agent for the buying organization can also record a supplier's offline acknowledgment.

As a supplier user, you can use the Supplier Portal work area's Acknowledgment page to perform acknowledgment online. For purchase orders and their change orders requiring acknowledgment at the document and schedule level, supplier users may propose changes during acknowledgment.

What Happens When You Implement A Change Order

When you implement a change order, the application validates that the change order information is still valid.

  • If the change order information is still valid, the application makes the changes to the active purchasing document.

  • If not, the change order is canceled and the change order initiator is notified.

The active purchasing document is revised when an external change order is implemented. The application archives change orders, external or internal. This provides you visibility into the changes made to a purchasing document. You can view them using the Change History page. Supplier users can view all external change orders using the Revision History page. The application notifies relevant parties of successful implementation of a change order.

How Change Order Numbering Works

The number assigned to a change order reflects whether the purchasing document is new, or is open.

After a purchasing document is approved, but prior to its implementation, you can make edits using a change order. The change order numbering starts from 0-1, where:

  • 0 indicates the revision number of the base purchasing document, and,

  • 1 indicates the change order number.

Subsequent edits during this time create change orders with similar numbering, such as 0-2, 0-3, and so on.

After a purchasing document is open, the numbering for change orders is 1, 2, 3 and so on. If you create a change order on top of a change order, the numbering is 1-1, 1-2, and so on.

Create Supplier Agreement Change Order

As a procurement agent, requester, or supplier you can propose changes to the currently approved version of a purchasing document during issuance and fulfillment.

In any of these roles, evolving business conditions may require you to make changes to active purchasing documents. For example:

  • As a requester whose requisition is being processed in a purchase order, you may want to postpone or cancel what you have requested.

  • As a buyer who's responsible for administering a purchase order, you may want to change the terms or conditions on the order.

  • As a supplier who's tasked with fulfilling the order, you may want to stagger the delivery schedule or revise the pricing.

Change orders enable you to propose changes to an active purchasing document, by indicating your changes to the current version of the document.

During change order creation and approval, the currently approved version of the purchasing document is preserved until the change order processing is complete. The current version is used as the source of truth for all downstream activities such as receipts, invoices, and sourcing against an agreement. Only after approval, acceptance, and validation of the change order is complete does it gets applied to create a new version of the purchasing document.

Change orders enable all of the affected parties to propose changes to an active purchasing document by indicating their desired changes to the current version of the document. The change order is consider internal or external depending on the document attributes being changed.

A purchasing document is a contractually binding document between a buying organization and a selling organization, and hence it captures contractual terms like products or services to be delivered, delivery schedule and payment terms. Any change proposed to any of these kind of attributes must be communicated to and accepted by both parties before the changes become binding. These attributes are called supplier facing attributes.

In addition to supplier facing attributes, a purchasing document also contains attributes that are required for administrative purposes within the buying organization, such as cost centers or projects that would be funding the purchase, internal delivery instructions, various tolerances and controls to ensure satisfactory order execution. These attributes are called internal control attributes.

A change order that proposes changes to only internal control attributes is an internal change order, all other change orders are external. Change order type on a change order indicates whether the change order is an internal change order or an external change order. Unlike an external change order, an internal change order doesn't get communicated to the supplier and doesn't cause a new revision of the document. Although internal changes don't cause a new revision of the document, history of such changes is maintained in the same manner as external changes and can be accessed from the View Change History page.

FAQs for Create Supplier Agreement Change Order

How can I create a change order?

A change order is created by selecting the document and using the Edit or Cancel action. If an active change order doesn't exist, the application will create a change order for you.

You can view the document change history from the Search, View Purchase Order, or View Purchase Agreement page using the View Change History or the View Revision History action to view archived change orders relevant to you. Select a change order and take the Review Changes action to view the details of the changes that were proposed on the change order.

There can be only one active change order on a purchasing document at any point in time. If you have a change to propose and there is an active change order on the same document, you will need to wait for that change order to get processed. As the buyer on a purchasing document, the application let's you prioritize your changes by allowing canceling the current change order even if it's not initiated by you and creating a new change order for you to propose your changes.

Cancel Supplier Agreement Change Order

You can withdraw a change order that's pending approval or pending supplier acknowledgment using the Withdraw action, make further edits, and resubmit it for approval. You can also cancel the change order if the change isn't required at all.

Manage Supplier Agreement Life Cycle

Managing the supplier agreement life cycle enables all key stakeholders of the supplier agreement; the procurement agent, the catalog administrator, and the supplier to track and monitor the execution cycle of the agreement and initiate and manage changes to the agreement including cancellations.

Life Cycle Tasks

Key Life Cycle Tasks:

  • Open agreement for release once approved and accepted

  • Track agreement execution status

  • Reassign agreement ownership from one agent to another

  • Control downstream activities

  • Control amendment activities

  • Notify agent when agreement nears expiration

  • Finally close the document

Life Cycle Features

Key Life Cycle Features:

  • Streamlined work centers for agents and suppliers

    • Quick access to active agreements

    • Highlight lifecycle events requiring attention

  • Comprehensive life cycle management actions

  • Renegotiate agreements

    • Initiate sourcing events for expiring agreements

  • Monitor agreement execution status

    • Quick access to release documents

    • Simplified drill down to document history, revision history, and change history

The following tables describe the effects of control actions or statuses on purchasing documents.

Effects of Control Actions on Purchase Orders

This table lists the effects of purchase order control actions. Purchase order control actions include: Close, Close for Invoicing, Close for Receiving, Cancel, Finally Close, Freeze and Hold. For a given control action, a corresponding control effect may be indicated as one of the following:

  • Yes, it does occur.

  • No, it doesn't occur.

  • Or, a more detailed explanation is provided.

Control Effect Close Close for Invoicing Close for Receiving Cancel Finally Close Freeze Hold

Modify controlled entity?

Yes

Yes

Yes

No

No

No

Yes

Action causes revision change?

No

No

No

Yes

No

No

No

Communicate document?

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Receive against controlled entity?

Yes

Yes

Yes

Yes, up to overreceipt tolerance

No

Yes

No

Return to supplier against controlled entity?

Yes

Yes

Yes

Yes

No

Yes

Yes

Invoice against controlled entity?

Yes

Yes

Yes

Yes

No

Yes

No

Effect on supply or available to promise?

Closed quantity no longer available as supply; supply is recreated when reopened

No effect

Closed quantity no longer available as supply; supply is recreated when reopened

Canceled quantity no longer available as supply

Finally Closed quantity no longer available as supply

No effect

No effect

Effect on associated requisitions?

No effect

No effect

No effect

Determined by Purchasing Options: Never, Always, Optional

No effect

No effect

No effect

Effects of Control Actions on Purchase Agreements

This table lists the effects of purchase agreement control actions. Purchase agreement control actions include: Cancel, Finally Close, Freeze and Hold. For a given control action, a corresponding control effect may be indicated as one of the following:

  • Yes, it does occur.

  • No, it doesn't occur.

Control Effect Cancel Finally Close Freeze Hold

Modify controlled entity?

No

No

No

Yes

Action causes revision change?

Yes

No

No

No

Communicate document?

Yes

Yes

Yes

Yes

Can release against the document?

No

No

Yes

No

Centralized Procurement Billing

Procurement billing services can be centralized without requiring financial orchestration flows which simplifies both the process and the accounting.

Key components of centralized billing are:

  • Bill-to business unit (BU) as invoice processing party

  • Sold-to legal entity (LE) as the liable party

  • No inter-company invoices required

Bill-to Business Unit

This is the business unit which vouchers supplier invoices for a received purchase order. A single bill-to BU can serve as a centralized invoice processing party for multiple requisitioning business units. The bill-to BU on the purchase order is derived from the bill-to BU specified on the supplier site assignment for the requisitioning BU on the purchase order.

Sold-to Legal Entity

This is the legal entity that's financially responsible for the purchases on a purchase order and is specified on that purchase order. So even though the invoicing is handled by another party the liability for the purchase remains with this legal entity.

Inter-company Invoices

Using this method of centralized billing means that no inter-company invoices are required. Accounting for the purchases are managed through standard general ledger journal entries.

Freeze Supplier Agreement

What happens if I freeze a purchasing document?

Freeze your purchase orders to prevent changes or additions while maintaining the ability to receive and match invoices against received schedules. Freezing a purchase order cancels any pending change order that might exist on the purchase order.

Use the Actions menu to freeze or unfreeze a document.

FAQs for Track Supplier Agreement Life Cycle

You can check order fulfillment status using the Order Life Cycle page, which summarizes all downstream fulfillment and settlement activities including in-transit shipments, shipped amounts, receipts and invoices. It highlights any remaining pending balances pending for such activities. This page also provides links to further examine specific transaction details.

For additional information, from a schedule, you can drill down into the Schedule Life Cycle page.

Sometimes an order's receipt or invoicing numbers are larger than the order specifies. To quickly identify these situations at a glance, the application can be configured by your administrator to view order and schedule life cycle information as bar graphs instead of pie charts.

How can I find the history of an order or agreement?

You can view the Document History page. Open the page from the Purchase Orders work area, Manage Orders task, or the Purchase Agreements work area, Manage Agreement task.

  • In the search results, click the document's Status link.

  • On the document view or edit pages, click the document's Status link, or select the View Document History action.

Use the Document History page to view a comprehensive audit trail of all actions taken, changes proposed, and changes implemented on the document. You can also view action details for the document.

How can I view tracking or life cycle information on a consignment agreement?

You can click the Agreement Amount Life Cycle icon to view more information in order to manage the consignment process. An information window allows you to track the agreed, ordered, received, delivered, and invoiced amounts for the agreement.

Hold Supplier Agreement

What happens if a purchasing document is put on hold?

Place documents on hold to prevent receiving and invoicing until you remove the hold.

Use the Actions menu to hold or remove a hold on a document.