Rank Blanket Purchase Agreements to Prioritize Source Selection on Requisitions and Purchase Orders

Assign priorities to blanket purchase agreements to rank candidate source agreements for requisitions and purchase order lines. When multiple blanket purchase agreements are available for automatic document sourcing, the following hierarchy is applied to select a source agreement:

  1. Agreement owned by the requisitioning business unit acting as its own procurement business unit.
  2. Agreement with the option to automatically generate orders.
  3. Agreement with the highest priority. This option is introduced by this feature.
  4. Agreement with the earliest start date.
  5. Most recently created agreement.

The priority is captured in the Order Processing section of the Agreement Controls tab as an integer number between 1 and 999. Agreements without a priority are treated as having the lowest priority (999).

Assign Priority to a Blanket Purchase Agreement

Assign Priority to a Blanket Purchase Agreement

When manually selecting a source agreement in the Document Builder or on the Edit Purchase Order page, the source agreement LOV displays the available blanket purchase agreements ordered by their priority whenever assigned.

Source Agreement LOV Displaying Priorities

Source Agreement LOV Displaying Priorities

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

  • Blanket purchase agreement priorities can be assigned or updated from either the UI or the file-based data import process (FBDI).
  • Priorities aren't applicable to contract purchase agreements.
  • If you use approved supplier lists, the application will first attempt to identify a source agreement from the relevant approved supplier list entries and will use the agreements’ priorities to break ties whenever necessary.

Access Requirements

Users who are assigned a job role that contains these privileges can access this feature:

  • Create Purchase Agreement (PO_CREATE_PURCHASE_AGREEMENT_PRIV)
  • Change Purchase Agreement (PO_CHANGE_PURCHASE_AGREEMENT_PRIV)

These privileges were available prior to this update.