How You Set Up Automated Order Buying for Catalog Items

For the application to automatically create orders for catalog items some prerequisites are required.

How You Set Up Automated Order Buying

To enable automated order buying for catalog items which are to be associated with agreements (items on agreements, punch-out catalog items, items on smart forms), the following setup is required:

Create an agreement with the supplier with the terms, conditions and pricing.
Enable purchase order creation controls on the agreement to drive the automation process.

The procurement agent can configure the degree of intervention in the automated process using the agreement order creation controls:

To consider contract purchase agreements as the source document for all requests, select the Enable automatic sourcing check box.
To consider contract purchase agreements as the source document only for punchout requests, select the Punchout requests only check box.
To automatically generate purchase orders for all requisition lines sourced to this agreement, select the Automatically generate orders check box.
To submit these automatically generated purchase orders for approval, select the Automatically submit for approval check box.

The agreement also provides grouping controls for requisition lines which are sourced to this agreement:

If you want to group requisition lines across different requisitions into the same purchase order, enable the Group requisitions indicator.
In order to group requisition lines into the same purchase order line, enable the Group requisition lines indicator. The requested delivery date and ship-to organization and location can optionally be used to group requisition lines.