Adding lines to contracts
In Contract Management, lines are used to indicate the items and their costs for your purchased goods and services.
- Select Manage Contracts .
- Select a contract.
- On the Lines tab, click Create.
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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.
- Itemmast
- 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. - Not Service Item
- 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.
- On the Item Detail tab, specify additional information when adding a new special item.
- On the Distributions tab, specify information for service and standing agreements. This information is optional for other agreement types.
- Click Save.