Adding lines to contracts

In Contract Management, lines are used to indicate the items and their costs for your purchased goods and services.

  1. Select Manage Contracts .
  2. Select a contract.
  3. On the Lines tab, click Create.
  4. Specify this information:
    Item
    Select an item to designate for purchasing and invoicing.
    Item Type
    Select an item type for the contract line.
    • Itemmast

      If the item is set up and defined in Inventory Control, then this is the default.

      If you select this option, then the Service Code field must be set to Not Service Item.

    • Service

      This is the default item type for service contracts. If the item is not defined in the item master list, then you cannot select Itemmast.

    • Special

      The item exists but is not yet defined in the item master. This is the default item type.

    Service Code
    Select a service code for the contract line:
    • Not Service Item

      This is the default code for Itemmast and Special item types.

    • Amount

      This value is used for Service item types.

    • Quantity

      This is the default code for Service item type.

    Note: If you select Amount or Quantity, then the Item Type field must be set to Service.
    Vendor Item
    Select a vendor item if the item type is set to Itemmast or Special.
    Base Cost
    Specify a base cost value if the Cost Option field is set to Cost Required.
    Unit of Measure
    Select a unit of measure for the item.
    Cost Option
    If you select Cost Required, then you must specify a value in the Base Cost field.
    Current Effective Date
    Select the current effective date.
    Current Expiration Date
    Select the current expiration date.
    Preferred Line
    Select this check box to indicate a preferred item.
    Manufacturer Code
    Specify a manufacturer code if one is required for items on a contract line.
    Manufacturer Number
    Specify a manufacturer number if one is required for items on a contract line.
    Commodity Code
    Specify a commodity code if one is required for items on a contract line.
    GTIN
    Specify a Global Trade Item Number.
    Distribution Code
    Select the distribution code to use as the default accounting information on contract lines.
    Default Account
    Specify an account string to use for a contract line distribution.
    Comment Code
    Select a comment code.
    Lifetime Maximum Quantity
    Specify a lifetime maximum quantity value. For non-service contracts, this value is compared to purchase order quantities. On service contracts, this value indicates the maximum total quantity that can be invoiced against a contract.
    Priority
    Provide a priority value between one and nine for the default cost. One indicates a higher priority and nine indicates a lower priority. The default priority is five.
    HSN/SAC Code
    Select a HSN/SAC code.
    Company
    Select a company.
    Requesting Location
    Select a requesting location.
  5. On the Item Detail tab, specify additional information when adding a new special item.
  6. On the Distributions tab, specify information for service and standing agreements. This information is optional for other agreement types.
  7. Click Save.