To add a participant group line

Access Setup > Participant Groups.

On the Group Details tab, select a participant group that you want to add a group line to.

On the Participant Lines tab, select Actions > Create. Use the following guidelines to enter field values.

Vendor Agreement Participant

If you select Yes, the participant group line becomes a vendor agreement participant.

Note:

If you are using contract departments, you cannot select Yes for this field.

Location tab

Select one of the following to assign to the participant line:

Company only
Company and Location
Company and Requesting Location
Accounting Unit

Note:

You cannot select both a location and a requesting location.

Also, if you assign a company, location, or requesting location on the Location tab, you cannot make selections on the Department tab.

Department tab

Select a contract department to assign to the participant group.

Note:

If you assign a company and contract department on the Department tab, you cannot make selections on the Location tab.

Purchase Method

Purchase method is defined at tier member level so different companies or locations within an organization can separately determine whether they will buy from a manufacturer or distributor. They are used on the manufacturer contract. This information a default on to the contract from the participant group detail. These purchase methods can be overridden at the Tier Member level as well as at the contract line member. The options are:

Purchase From Manufacturer: Member purchase directly form Manufacturer. This means the data is sent to Vendor Agreements for this member and item.
Purchase From Distributor: Member purchases from Distributor. This means the data is sent to Distributor contract from Manufacturing Contract and the Distributor contract is sent to vendor agreements for this member and item.
Purchase From Mfg And Distributor
Do Not Purchase From Mfg Or Distributor

Click Save.