Select and Import Purchase Agreements from External Purchase Prices
The Import Purchase Agreements from the External Purchase Prices scheduled process creates purchase agreements from the external purchase prices. All Approved external purchase price lines that are effective as of date are eligible for selection to create purchase agreements.
Selected external purchase price lines are created as purchase agreements. The process checks for any changes to the external purchase prices after the process was last run and updates the purchase agreements with all the required changes. Depending on the type of changes, the process may create a new purchase agreement, or add lines to the existing purchase agreement, update, or end date existing purchase agreement lines.
Here are a few things to consider when using the Import Purchase Agreements from the External Purchase Prices scheduled process:
- A separate purchase agreement is created for each combination of requisitioning business unit and supplier site.
- New external purchase price lines are added to purchase agreements that already exist for a requisitioning BU and supplier site. When no purchase agreements exist for the combination, a new purchase agreement is created.
- For a requisitioning business unit, manufacturer part, and unit of measure combination, if multiple external purchase price line exists and if you haven't selected lines for purchasing, one of the lines is automatically selected based on the external purchase prices selection criteria and created as purchase agreement lines.
- It isn't required to associate an item to the external purchase price lines. When an item number isn't associated to the manufacturer part number in an external purchase price line, then the purchase agreement lines are created with only the description and without an item number.
When the purchase agreements are created from external purchase prices, these attributes are populated in the purchase agreement header.
| Attribute | Value |
|---|---|
| Interface Source Code | The value is always SCHEPP. |
| Procurement BU | From External Purchase Prices. |
| Currency Code | From External Purchase Prices. |
| Supplier | From External Purchase Prices. |
| Supplier Site | From External Purchase Prices. |
| Description | The value is always: Created by External Purchase Prices |
| Change Order Description | The value is always: Created by External Purchase Prices |
| Approval Action | The default value is BYPASS. To submit the purchase agreements created from external purchase prices for approval, change the value of the External Purchase Prices Options lookup (ORA_SCH_EPP_BPA_APRVL_OPTION) to SUBMIT. |
| Allow ordering from unassigned sites | The default value is N. To enable the POs referring to purchase agreements that are created from external purchase prices to order from unassigned supplier sites, change the value of the External Purchase Prices Options lookup (ORA_SCH_EPP_BPA_UNASIGND_SITE) to Y. |
These attributes are populated in the purchase agreement lines when purchase agreements are created from external purchase prices.
| Attribute | Value |
|---|---|
| Item | From the external purchase price line, when available. |
| Description | From the external purchase price line. |
| Purchasing Category | From the external purchase price line. |
| UOM Code | From the external purchase price line. |
| Unit Price | Final Price from external purchase price line. |
| Supplier Item | From the external purchase price line, when available. |
| Manufacturer | From External Purchase Prices. |
| Manufacturer Part Number | Final Price from external purchase price line. |
This Import Purchase Agreements from the External Purchase Prices process updates the data to the purchasing document open interface tables to create or update purchase agreements. After the data is inserted into the interface tables, the import blanket agreements process is automatically submitted. Any errors that may have occurred during the import blanket agreement process is displayed as purchase agreement exception in the External Purchase Prices work area.
In this example, let's select and import purchase agreements from three different approved external purchase prices selection criteria.
Selection Criteria:
|
Attribute |
Selection Criteria |
|---|---|
|
Source Type |
Local, regional, GPO |
|
Party Type |
Manufacturer |
|
Lowest Price |
This option is selected. |
External Purchase Prices:
|
External Purchase Prices: |
External Purchase Price Number |
3001 |
3002 |
3003 |
|---|---|---|---|---|
|
Contract Type |
GPO |
Local |
Local |
|
|
Supplier |
Supplier1001 |
Supplier1002 |
Supplier1003 |
|
|
Manufacturer Part Number |
Description |
Final Price |
Final Price |
Final Price |
|
MPN2001 |
Tablet 50 mg |
10.00* |
||
|
MPN2002 |
Tablet 25 mg |
20.00* |
||
|
MPN2003 |
Injection 50 ml |
30.00* |
||
|
MPN2004 |
Injection 25 ml |
40.00 |
45.00* |
48.00 |
|
MPN2005 |
Tablet 75 mg |
50.00 |
55.00* |
58.00 |
|
MPN2006 |
Tablet 10 mg |
60.00 |
65.00* |
68.00 |
|
MPN2007 |
Tablet 15 mg |
70.00 |
75.00 |
72.00* |
* Selected purchase price lines for the manufacturer part numbers.
Summary of the import Purchase Agreements:
-
The lines for manufacturer part numbers MPN2001, MPN2002, and MPN2003 are included in the purchase agreement from external purchase price 3001 with source GPO and supplier supplier1001 as there are no other external purchase prices for these manufacturer part numbers.
-
The lines for manufacturer part numbers MPN2001 through MPN2006 are included in the purchase agreement from external purchase price 3002 with source Local and supplier Supplier1002 as the selection criteria is set for preference of local source type over GPO source type and the Lowest Price check box is selected, that's, if there are more than one line with local source type, then the line with the lowest price is selected.
-
For MPN2007, the price from the local source is selected over the GPO source and within the two local source lines the line with the lowest price from external purchase price 2003 for supplier 3003 is selected.