Creating GPO contract templates

  1. Sign in as Contract Manager and select Contract Interface > GPO Interface > Setup > Interface Contract Templates.
  2. Select Create Template.
  3. Specify this information:
    Contract Group
    Select a contract group to assign to the template.
    Name
    Provide a template name.
    Description
    Provide a description for the template.
    Contract Type
    Select a contract type.
    Contract Subtype
    Select a subtype to further define a contract type. If you define both a contract type and subtype, then the vendor agreement that is assigned to the subtype is used to process the contract.
    Contract Classification
    Select a contract classification.
    Contract Subclassification
    Select a contract subclassification.
    Primary Internal Contact
    Select the person who is responsible for the contract.
    Preferred Contract
    Select this check box if this is a preferred contract. A preferred contract cost is the default regardless of priority.
    Currency Code
    Select a currency code.
    Manufacturer Code Division
    If this field value is not specified on supplier mapping, select the manufacturer code division.
  4. On the Purchase Type Information tab, specify this information:
    Per Order Minimum Amount
    Provide a minimum amount that can be purchased per order.
    Per Order Maximum Amount
    Provide a maximum amount that can be purchased per order.
    UOMs Must Match for Itemmast
    When you select this check box, the UOM on new requisitions and purchase orders must match the UOM on the contract line. Additionally, item cost is the default cost for item master items.
    Use Contract UOM for Itemmast
    Select this check box to use the contract UOM on requisitions or purchase orders for item master items.
    UOMs Must Match for Specials
    When you select this check box, the UOM on new requisitions and purchase orders must match the UOM on the contract line. Additionally, item cost is the default cost for special items.
    Lifetime Max Edit
    Select Purchase Orders to edit lifetime max amounts against purchase orders.
    Select Purchase Orders And Reqs to edit lifetime max amounts against purchase orders and requisitions.
    Line Level Breaks
    Select a price break type to use as a default. Select Contract Totals for price breaks against the total amount on the contract.
    Select Order Totals for price breaks against a single order total.
    Payment Terms
    Select the payment terms for the contract.
    Desc
    Optional. Provide a description for the purchase type.
    User Field 1
    Optional. Provide additional purchase type information.
    Vendor Agreement Reference
    Optional. Provide a vendor agreement reference number.
  5. On the Purchase Type Default tab, specify this information:
    Commodity Code
    Select a commodity code for the contract.
    Default Account
    Select the account to use as the default value for contract lines.
    Distribution Code
    Select the distribution code to use as the default accounting information on contract lines.
    Priority
    Provide a priority value between one and nine for the default cost. One indicates a higher priority and five indicates a lower priority. The default priority is five.
    Default Taxable
    Select this check box to set taxable as the default value on contract lines.
    Tax Code
    Select a tax code.
  6. Click Save.