Specify a Start Date for Blanket Purchase Agreement Lines

Specify a start date in addition to the expiration date on the agreement line. You can now manage product pricing that varies on a monthly or quarterly basis using agreement lines instead of price breaks.

To manage product pricing using agreement lines, create multiple blanket purchase agreement lines for the same product with different effective periods, each holding the price for that specific period.

These screen shots illustrate the feature.

Agreement Line with Different Start Date and Expiration Date to Specify the Period During Which Price Is Valid

Agreement Line with Different Start Date and Expiration Date to Specify the Period During Which Price Is Valid

PO Line Price Derived from BPA Line Based on Requested Delivery Date

PO Line Price Derived from BPA Line Based on Requested Delivery Date

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Procurement

Tips And Considerations

  • You can create and update a blanket purchase agreement by specifying a line start date using the Edit Document (Blanket Purchase Agreement) UI, Purchase Agreement Import Requests REST API, or File-Based Data Import (FBDI).

  • You can generate reports and inquiries on purchase agreements with line start dates using OTBI. The Start Date attribute for the line is available in the Blanket Agreement Line Detail folder of the Procurement - Purchasing Agreements Real-Time subject area.

  • The Start Date attribute for the line is available in purchase agreement data model in Oracle Analytics Publisher.

  • The feature uses the requested date on the purchase order line to determine the blanket purchase agreement line from which the price should be derived. You can only select agreement lines that are effective as of the requested date. The application also automatically sources a blanket purchase agreement line that is effective as of the requested date.

    • If the requested date isn't specified, the application date is used to determine the applicable purchase agreement line.

  • When the requested delivery date is changed on a purchase order or change order, the application recalculates the purchase order line price based on the applicable price break from the agreement line linked to that order line. If the agreement line associated with the order line isn't effective on the requested delivery date, the application will use an alternate agreement line from the agreement associated with the purchase order to recalculate the price. If no applicable agreement line is found for the requested delivery date specified in the order, the application will prevent the submission of the purchase order, provided that the profile option ORA_PO_BPA_LINE_REQUESTED_DELIVERY_DATE_VALIDATION is set to Yes.

  • Don't use this feature with the Use Order Date to Determine the Price on Purchase Orders feature, which uses the application date to determine the price break applicable to a purchase order line.

Access Requirements

Users who are assigned a configured job role that contain these privileges can access this feature in Purchasing.

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

These privileges were available prior to this update.