Creating a Supplier Contract

This demonstration shows how to create a supplier contract.

This is the first in a series of related demonstrations that use the example of a contract to purchase desktop computers and related installation services. These cover:

∙ Creating a supplier contract

∙ Entering supplier contract details

∙ Entering supplier contract lines

∙ Reviewing contract terms and running Contract Expert

∙ Checking for deviations from standards and submitting a supplier contract for approval

∙ Managing purchasing for a supplier contract using contract fulfillment

Steps:

1. To create a contract, navigate to the Contracts work area.

   Step 1

2. Because you are creating a contract with lines, select the Create Contract task.

    

   Click the Create Contract link.

   Step 2

3. In the Create Contract window, select the business unit where you are creating the contract.

    

   Click the button to the right of the Business Unit field.

   Step 3

4. Click the Vision Operations list item.

   Step 4

5. Now select the contract type depending on the type of contract you are creating.

    

   Click the button to the right of the Type field.

   Step 5

6. Click the Buy : Project lines list item.

   Step 6

7. If the application does not create the contract number automatically, enter a unique ID number.

    

   Enter the desired information into the Number field. Enter

    a valid value
    e.g.
    "b1004"
   .
   Step 7

8. Enter the supplier name as the primary party.

    

   Click the button to the right of the Primary Party field.

   Step 8

9. Search for the name if you don't see it in the list.

    

   Click the Search... link.

   Step 9

10. Search for the Best Electronics Supplier. You can use the percent sign as a wild card.

     

    Enter the desired information into the Name field. Enter

     a valid value
     e.g.
     "Best%"
    .
    Step 10

11. Click the Search button.

    Step 11

12. Click the Best Electronics Supplier list item.

    Step 12

13. Click the OK button.

    Step 13

14. Enter the contract end date.

     

    Enter the desired information into the End Date field. Enter

     "7/11/12"
    .
    Step 14

15. Enter the item master. You need it to obtain pricing and item information for purchasing the desktop computers.

     

    Click the button to the right of the Item Master field.

    Step 15

16. Click the Vision Operations list item.

    Step 16

17. Click the Save and Continue button.

    Step 17

18. The application created the contract.

     

    You are now ready to add the contract details as described in a related demonstration.

    Step 18

19. The application created the contract.

     

    You are now ready to add the contract details as described in a related demonstration.

    Step 19

20. This concludes the demonstration of how to create a supplier contract.

    Step 20

This concludes the demonstration of how to create a supplier contract.

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