Entering Supplier Contract Lines

This demonstration shows how to enter lines into a supplier contract.

This is the third 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. Begin by navigating to the Lines tab in the contract.

    

   Click the Lines tab.

   Step 1

2. You will create two lines. One for the desktop computers and the second for the installation services.

   Step 2

3. Click the Create button.

   Step 3

4. The application displays the Create Line window.

   Step 4

5. Enter the line number.

    

   Enter the desired information into the Number field. Enter

    a valid value
    e.g.
    "1"
   .
   Step 5

6. Specify the line type.

    

   Click the button to the right of the Type field.

   Step 6

7. Desktop computers are tracked in the item master, so select the Buy Intent, Item line type.

    

   Click the Buy Intent, Item list item.

   Step 7

8. Search for the item you want to purchase.

    

   Click the Search: Name button.

   Step 8

9. You know that part numbers for computers start with the letters "AS" so use that for your search.

    

   Enter the desired information into the Item field. Enter

    a valid value
    e.g.
    "AS%"
   .
   Step 9

10. Click the Search button.

    Step 10

11. Select the Sentinel Deluxe Desktop.

     

    Step 11

12. Click the OK button.

    Step 12

13. Now add the second line for the installation services for the desktops.

     

    Click the Create Another button.

    Step 13

14. Enter the line number for the second line.

     

    Enter the desired information into the Number field. Enter

     a valid value
     e.g.
     "2"
    .
    Step 14

15. Now select the line type.

     

    Click the button to the right of the Type field.

    Step 15

16. The installation services are not tracked by inventory, so select the Buy Intent Free-Form line type.

     

    Click the Buy Intent, Free-Form list item.

    Step 16

17. Enter the name for this line item.

     

    Enter the desired information into the Name field. Enter

     a valid value
     e.g.
     "Desktop Installation"
    .
    Step 17

18. Click the OK button.

    Step 18

19. Now enter the line details for the line you just entered.

     

    You are purchasing the service by the hour, so enter Hour as the unit of measure.

     

    Enter the desired information into the UOM field. Enter

     a valid value
     e.g.
     "Hour"
    .
    Step 19

20. The hourly charge is 50 dollars, so enter 50 as the unit price.

     

    Enter the desired information into the Unit Price field. Enter

     a valid value
     e.g.
     "50"
    .
    Step 20

21. Now enter the number of hours as the line quantity.

     

    Enter the desired information into the Line Quantity field. Enter

     a valid value
     e.g.
     "40"
    .
    Step 21

22. Navigate back to the top of the Lines tab and select the other line, so you can enter its details.

     

    Click the Line 1 list item.

    Step 22

23. Enter the unit price you negotiated for the desktops you are purchasing.

     

    Enter the desired information into the Unit Price field. Enter

     "500"
    .
    Step 23

24. You are purchasing 40 desktops so enter that quantity.

     

    Enter the desired information into the Line Quantity field. Enter

     a valid value
     e.g.
     "40"
    .
    Step 24

25. Because you will be creating a PO from this line, you must enter a need-by date.

     

    Click in the Need-by Date field.

    Step 25

26. Enter the desired information into the Need-by Date field. Enter

     "11/1/11"
    .
    Step 26

27. Now that you have entered the contract lines and other details, you are ready to review the contract terms as shown in a related demonstration.

    Step 27

This concludes the demonstration of entering  lines into a supplier contract.

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