How You Set Up Configured Item Order Fulfillment

Before you can process procurement transactions for configured item orders, you must perform setup tasks for document style and blanket purchase agreements.

Perform the following procurement-specific setup to support transactions for configured item orders:

• Set up a document style for procured configurations.

• Set up a blanket purchase agreement for a procured configuration.

How You Set up a Document Style

You must use a document style for procured configurations. A default document style is delivered for use with procured configurations. This document style is automatically applied when you import a blanket purchase agreement for procuring configurations, and when requisitions are automatically converted to purchase orders (POs). Two key points about the document style are:

• The Goods check box is selected.

• The Configuration Ordering Enabled option is set to Yes.

Optionally, you can define your own document style for use with procured configurations using the Manage Document styles task in the Setup and Maintenance work area, in the Procurement Foundation functional area. If you define your own document style for procured configurations, ensure the Goods check box is selected, and the Configuration Ordering Enabled option is set to Yes.

How You Set up a Blanket Purchase Agreement

You can set up a blanket purchase agreement to automatically price the base model and options for a configured item. Do this using the Create Agreements task, in the Purchase Agreements or Purchase Order work areas. Key points about creating the blanket purchase agreement are:

• Select a document style enabled for configuration ordering. You can use the delivered Configure to Order Blanket Purchase Agreement style, or one you have created.

• Set the line type for each item to Goods. The configured item and the items that make up the configuration must be goods-based.

• Include an image associated with the base model so it can be seen on the PO.

• Create agreement lines to list the prices for the base model and options used in the procured configuration.

• Enter these line-level fields for the base model and options:

  • Item and Description.

  • Parent Item.

  • Top Model.

  • Price.

• Pricing for options can be negative, to reflect discounts.

• Pricing for options can also be dependent upon the parent item or top model.

• Retroactive pricing isn't supported on blanket purchase agreements for configurations.

• Set the Order Creation Options to enable automatic PO creation and approval.

• Do not enable the Order Creation Options for grouping requisition lines.

Be sure to complete other applicable, procurement-related setups for back-to-back or drop shipment orders.