How You Associate a Master Contract with a Purchasing Document

In the Procurement offering, you must opt in and enable the Associate a Master Contract with a Purchasing Document feature in the Offerings work area.

When the feature is enabled, you can associate a new purchasing document or update an already active or open purchasing document with a master contract. Here's what you have to do:

1. Open the purchasing document. Depending on the type of purchasing document, you can use either the Purchase Agreements or Purchase Orders work area.

   • You can either create a new document or open an existing document.

2. On the Edit Document page, on the Main tab, add or update the master contract number in the Master Contract field.

Here are some considerations for associating a master contract with a purchasing document:

• You can associate a new purchasing document or update an already active or open purchasing document with master contracts using the UI or FBDI template.

• Only active enterprise contracts with buy intent for either the primary party (supplier) or any of its parents can be associated with a purchase agreement.

• When you duplicate a purchasing document that has a master contract association, the master contract isn't copied to the new agreement. However, you can manually enter the value.

• To include a master contract on either a PDF or electronic purchasing document that you share with suppliers, you must modify the corresponding layout and mapping.

• The master contract attribute is available for OTBI subject area analysis.