Entering Supplier Agreements—Exercises

Basic Data Setup

Supplier

Purpose: The purpose of this exercise is to show you how to enter a supplier.

Windows:
Supplier

  1. Enter two suppliers:XX1001 and XXCS1.
  2. Save your changes.

General exercise for Supplier.

Site

Purpose: The purpose of this exercise is to ensure that two sites are connected to your user.

Windows:
Sites per User

  1. Make sure that at least two sites are connected to your user. If not, create a new site and connect it to your user.
  2. Save any changes.

General exercise for Site.

Agreement Type

Purpose: The purpose of this exercise is to show you how to enter a agreement type.

Windows:
Procurement Basic Data

  1. Enter an agreement group.
  2. Save your changes.

General exercise for Agreement Group.

Main Exercises

Purpose: The purpose of this lesson is to show you how to enter supplier agreements.

Windows:
Supplier Agreements

Purchase Agreement

  1. Enter a supplier agreement header for Supplier XX1001.
  2. Click the General tab. The delivery terms and mode of transport that appear were retrieved from the supplier entry. Select the Use Gross Amounts check box, if limits inclusive of tax amounts are to be obtained.
  3. Connect the supplier agreement to your previously created agreement group.
  4. Make sure that Purchase Agreement is the selected value in the Agreement Type list, and that Exceed with Warning is the selected value in the Maximum Amount Option list.
  5. Enter the review date, supplier agreement reference, and termination condition.

Note: You can enter any text that you want in the Review Date, Supplier Agreement Reference, and Termination Condition fields.

  1. Click the Periods tab.
  2. Enter a starting date and maximum amount.
  3. Make this is a group agreement.
  4. Connect at least two valid sites.

Blanket Purchase Order

  1. Enter a supplier agreement header for Supplier XXCS1.
  2. Click the General tab. The delivery terms and mode of transport that appear were retrieved from the supplier entry. Select the Use Gross Amounts check box, if limits inclusive of tax amounts are to be obtained.
  3. Connect the supplier agreement to your previously created agreement group.
  4. Make sure that Blanket Purchase Order is the selected value in the Agreement Type list, and that Exceed with Warning is the selected value in the Maximum Amount Option list.

Note: The Supplier Assortment tab is not available for this agreement type.

  1. Click the Periods tab.
  2. Enter a starting date and maximum amount.