Creating a contract from interfaced records

For contract interface records that do not exist as contract records, use this procedure to create a contract.

  1. Select Contracts > Interfaces.
  2. On the Create panel, click Create Contract from Interface.

    A list of interfaced contracts is displayed.

  3. Open an contract interface record.
  4. Verify that the Contract Type and Contract Classification fields contain values.

    Default values can come from the contract group.

  5. On the Lines tab, set all lines to the Create update action.

    This action is automatic when the contract interface record is created from the GPO data.

  6. On the Distributors tab, ensure that all records with distributor lines and participants have both Distributor Pricing Code and Distributor Pricing Title fields specified.
  7. To define when a contract is used during cost defaulting, specify the Priority.

    This field is useful if a member can potentially buy from either manufacturers or distributors. One priority can be selected on the main contract interface record and another priority type on the distributor record.

  8. Optionally, add contract tier qualifiers on the Tiers tab.

    For qualifiers that are for base tiers, select the No Qualifier Required check box.

  9. To correct line errors on the contract interface record, click the Line Errors button on the header.

    For example, a UOM does not exist for an Item Master item. You can correct the line errors before you run the Create action. After the errors are fixed, run the Clean Up Line Errors action. Lines with errors cannot create contract lines.

  10. Click Save.
  11. Click Create Contract From Interfaced Records.
  12. Click Submit.