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:
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Open the purchasing document. Depending on the type of purchasing document, you can use either the Purchase Agreements or Purchase Orders work area.
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You can either create a new document or open an existing document.
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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:
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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.
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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.
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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.
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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.
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The master contract attribute is available for OTBI subject area analysis.