Currency

The value appears by default from the Contract and Vendor Rebate Controls page. If the vendor currency is different from the currency on the Contract and Vendor Rebate Controls page, the currency appears by default from the vendor Procurement Options page.

Rate Type

The value appears by default from the Contract and Vendor Rebate Controls page. If the vendor rate type is different from the rate type on the Contract and Vendor Rebate Controls page, the rate type appears by default from the vendor Procurement Options page.

Accounting Template

The value appears by default from the default vendor location that is set on the Vendor Information - Location page. (Voucher contracts only.)

Terms

The value appears by default from the default vendor location that is set on the Vendor Information - Location page. (Voucher contracts only.)

Basis Date Type

The value appears by default from the default vendor location that is set on the Vendor Information - Location page. (Voucher contracts only.)

Dispatch Method

The default value is Print. When you select the vendor, this value appears by default from the default vendor location that is set on the Vendor Information - Location page. If the release originates from an RFQ, the value appears by default from the vendor location of the RFQ. (Order contracts only.)

Withholding Code

The value appears by default from the Withholding Vendor Information page.

Ship To

The value appears by default from the vendor or the PeopleSoft Payables (voucher) business unit.

Vendor Loc (vendor location)

The value appears by default from the PO Defaults page if the release business unit and the Contract Defaults business unit match. If the do not match, this field appears by default from the default vendor location for voucher and order releases.

Currency and Rate Type

The value appears by default from the PO Defaults page when the release business unit and the Contract Defaults business unit match and the Allow Multicurrency PO check box is selected on the Contract page. If the Allow Multicurrency PO check box is not selected at the business unit level, this field appears by default from the business unit.

Tax Exempt

The value appears by default from the PO Contract Defaults page and the Purchasing Definition - Business Unit Definition page.

Note. Priority setting of defaults depends on the default option that you select on the Create Releases page.

Tax Exempt ID

If the Tax Exempt check box is selected, the value appears by default from the Purchasing Definition - Business Unit Definition page or the PO Contract Defaults page.

Note. Priority setting of defaults depends on the default option that you select on the Create Releases page.

Pay terms

The value appears by default from the Contract page. If no value appears on the Contract page, the system uses the default value for the vendor location on the Procurement Options page.

Basis Date Type

The value appears by default from the Contract page. If no value appears on the Contract page, the system uses the default value for the vendor location on the Procurement Options page.

Accounting Template

The value appears by default from the Contract page. If no value is found on the Contract page, the value appears by default from the vendor location on the Procurement Options page.

AM Unit (Asset Management business unit)

Select the appropriate PeopleSoft Asset Management business unit. If this field is populated by the system, the value appears by default from the PeopleSoft Purchasing business unit.

CAP # (capital acquisition plan number)

Enter the CAP number that is defined for the item in PeopleSoft Asset Management. This is required only if the item is capitalized.

Capitalize

Select to designate a capitalized item. A PeopleSoft Asset Management business unit must be specified for this option to be selected. If the item is capitalized, it can be depreciated before being paid.

Cost Type

Enter the default cost type that is associated with the item purchase, if applicable. Cost types represent components of the cost of an asset, such as materials, labor, and overhead. For example, you can differentiate between the cost of building an asset and its market value by allocating production cost to one cost type and the profit margin to another. Cost type, in combination with asset category and transaction code, determines the accounts into which the costs are entered in the general ledger.

Profile ID

If assets are involved, displays the default asset profile ID that is associated with the items.

Qty Rcvd (quantity received)

Displays the total quantity that is received for all the lines.

Quantity

Displays the total quantity for all the lines.

Rem Rcpt Qty (remaining receipt quantity)

Displays the total remaining quantity remaining to be received for all the lines.

Sequence

Enter the sequence number for the capital acquisition plan.

Vndr Accept Qty (vendor accept quantity)

Enter the quantity that is accepted for the receipt line.

Vendor Information - Identifying Information

VNDR_ID1

Vendors, Vendor Information, Add/Update, Vendor, Identifying Information

Define vendors.

See Maintaining Vendor Information.

Contract and Vendor Rebate Controls

CNTRCT_CONTROL

Set Up Financials/Supply Chain, Product Related, Procurement Options, Purchasing, Set Controls-Contracts, Contract and Vendor Rebate Controls

Set up the system to automatically assign ID numbers to each new contract and define contract currency defaults.

See Defining Contract Control Parameters.

Item Definition - General: Common

INV_ITEMS_DEFIN1

Items, Define Items and Attributes, Define Item, General

Define an inventory item at the setID level.

Purchasing Attributes - Item Vendor

ITM_VENDOR

Items, Define Items and Attributes, Purchasing Attributes, Item Vendor

Establish and update prioritized item-supplier combinations.

Contract Intervals

CNTRCT_INTERVALS

Set Up Financials/Supply Chain, Product Related, Procurement Options, Purchasing, Define Contract Intervals, Contract Intervals

Define interval and detail counters for contract releases.

Schedule Interval Type

Options are:

Daily: Select to modify daily intervals. For example, you can insert a new row and enter 40 in the Every field to create a daily interval of every 40^th day. Enter a description of the interval.

Weekly: Select to modify weekly intervals. For example, you can enter 14 in the Every field to create a weekly interval of every 14^th week. Enter a description of the interval. You can also modify the days that are available in the weekly interval. For example, you can delete the Sunday option.

Monthly: Select to modify monthly intervals. For example, you can enter 14 in the Every field to create a monthly interval of every 14^th month. Enter a description of the interval. You can also modify the days that are available in the monthly interval. For example, you can delete the 31^st day option.

Annually: Select to modify annual intervals. For example, you can enter 14 in the Every field to create an annual interval of every 14^th year. Enter a description of the interval.

Master Contract

CNTRCT_MSTR

Purchasing, Procurement Contracts, Manage Master Contracts, Master Contract

Define a master contract for several purchase order or voucher contracts.

Vendor Lookup

VNDR_LOOKUP_WRK

Click the Vendor Lookup link on the Master Contract page.

Search for vendors. If the vendor does not exist in the system, you can also use this page to access a page where you can add a vendor. For you to enter a vendor into the system, the user ID must have the proper authorizations selected on the User Preferences - Procurement: Vendor Processing Authority page.

Contract

CNTRCT_HDR

Purchasing, Procurement Contracts, Add/Update Contracts, Contract

Enter order and voucher contract-header information.

Copy Contract

CNTRCT_COPY_SEC

Click the Copy From Contract link on the Contract page.

Copy from an established or expired contract. This page is available only in Add mode.

Vendor Search

VENDOR_LOOKUP_SEC

Click the Vendor Search link on the Contract page.

Search for vendors. If the vendor does not exist in the system, you can use this page to access a page where you can add a vendor. To enter vendor information into the system, the user ID must have the proper authorizations selected on the User Preferences - Procurement: Vendor Processing Authority page.

Vendor Detail

VENDOR_LOOKUP_DTL

Click the Vendor Detail link on the Vendor Search page.

View details about a vendor. The information on this page appears by default from the Vendor - Identifying Information page.

Address

VNDR_LOOK_ADDR_SEC

Click the Address link on the Vendor Search page.

View vendor address details. The information on this page appears by default from the Location - Location Definition page or the Vendor - Address page.

Header Comments

CNTRCT_CMNTS_SEC

Click the Add Comments link on the Contract page.

Enter comments for a transaction. You can enter a unique comment, or you can select from predefined standard comments.

Activity Log

PO_MAINT_POP

Click the Activity Log link on the Contract page.

View basic transaction activity information.

Activities

CNTRCT_ACTVTY_SEC

Click the Contract Activities link on the Contract page.

Create a notation for a particular activity. The information on this page can be used as a tickler file. You can organize activity comments by logging the due date and selecting the Done check box.

Contract Doc Status (contract document status)

PRCR_DOCSTAT_INQ

Click the Document Status link on the Contract page.

Access and review information about procurement documents that are associated with a contract.

Vendor Contact Information

CNTRCT_CNTCTPHNSEC

Click the Primary Contact Info link on the Contract page.

View contact information for the vendor on this contract. This page is available only if you have set up contact information in the Vendor Information component and you have selected the contact on the contract.

Contract Threshold

CNTRCT_NOTIFY_SEC

Click the Contract Thresholds link on the Contract page.

Set the number of days before expiration to notify the buyer. Send notification that the contract maximum is exceeded and specify which buyer to notify. The information that is entered here is used as a business process that is set up with PeopleTools Workflow to route notifications to buyers when the contract limits have been met. This page is not used by voucher contracts.

PO Defaults

CNTRCT_DFLT1_SEC

Click the PO Defaults link on the Contract page.

Set default information for order contracts for each business unit. If no other defaults appear in the default hierarchy, the information that you set up on this page appears by default in each release schedule that you define for the specified combination of order contract and business unit.

This page applies to order contract releases only.

Copy Defaults from Business Unit

CNTRCT_COPY_BU_SEC

Click the Copy from BU Defaults link on the PO Defaults page.

Copy the purchasing business-unit default values from one business unit to another.

Contract ShipTo Address

CNTRCT_ADDRESS

Click the Ship To Address link on the PO Defaults page.

View contract ship-to address details.

Release Comments

CNTRCT_DFL_COM_SEC

Click the Add Comments link on the PO Defaults page.

View and enter release comments for the order contract.

PO Open Item Pricing

CNTRCT_PRC_ADJ_SEC

Click the PO Open Item Pricing link on the Contract page.

Enter price adjustments that apply to items that reference the contract as an open item contract. The PO Open Item Pricing link becomes available only if the Allow Open Item Reference check box is selected on the Contract page. Open item references are applicable to Purchase Order and General contracts with purchase order releases only.

Voucher Misc. Charges (voucher miscellaneous charges)

CNTRCT_HDRMISC_SEC

Click the Miscellaneous Charges link on the Contract page.

Enter miscellaneous charge and landed cost information for the contract.

Voucher Retention

CNTRCT_HDR_RET_SEC

Click the Retention link on the Contract page.

Define retention payments for all lines on a contract. You can set up rules to have the system place a portion of a payment on hold until a certain condition is met.

Dispatch Options

DISPATCH_OPTIONS

Click the Dispatch button on the Contract page.

Enter dispatch options for the contract and to dispatch a contract to the vendor. For this page to be available, the contract must be saved, it must have the status Approved, and it must be an order contract. Dispatching applies only to order contracts.

Contract ID

Select the contract to use as a template.

Status

Select the status of the contract. Values are Approved, Canceled, Closed, On-Hold, and Open.

When you create a contract, the status appears by default as either Open or Approved based on the settings for the user on the User Preferences - Contracts page. Only contracts with an Approved status are eligible to have releases created against them, or to be referenced by other transactions. Only contracts in Add mode or in Open status can be modified.

You cannot set the status to Closed or Canceled if there are open lines or staged releases against the contract. If a contract's status is returned to Open, purchase orders that reference the contract are not available for modification until the contract is approved again. This is necessary to maintain data integrity.

When vouchers exist for a contract and the contract is closed, all vouchers that are eligible for closure are also closed. Eligible vouchers include those that have not been posted, paid, matched, or budget checked. If the contract is later reopened, releases can be created for these vouchers again, and a new voucher ID will be assigned.

If the contract originated from an RFQ and the contract is canceled, you can return quantities to the RFQ.

Process Option

The process option displays that you selected before you entered the Contract page.

Vendor

Select the vendor for this contract. After you enter lines, create releases, or reference this contract on a requisition or purchase order, the vendor cannot be changed. This is a required field.

Vendor ID

Select the vendor ID for the contract.

Begin Date

Select the start date for use of the contract. By default, the value is the current system date. If you create staged releases and the user changes either the beginning date or the expiration date of the contract, the system checks the dates to ensure that they are within the range of the purchase order or invoice dates.

If you change the purchase order date on a purchase order that references a contract, the system checks the date against the beginning and expiration dates.

When you select a contract on a purchase order or when the PO Calculations process validates a contract that is specified on a line, the system checks the date against these beginning and expiration dates.

You can have multiple contracts for the same item-vendor relationship, and you can have multiple open item reference contracts as long as they have different beginning dates.

Expire Date

Select the end date of the terms and conditions of the contract.

Currency

Select the currency and exchange rate type that apply to the contract. The currency changes after the vendor is selected if the vendor currency is different.

The currency that is identified here is the currency that the system uses to maintain the amount limits and the released amounts of the contract. This currency does not prohibit prices in other currencies on this contract for order releases.

After you enter lines, create releases, or reference this contract on a requisition or purchase order, the currency cannot be changed.

The currency that you select here is the currency that must be used for voucher releases and for the purchase order that is associated with a recurring purchase order voucher.

Primary Contact

Select the vendor contact for the contract. To use this field, you must have already set up vendor contact information in the Vendor Information component. The system uses the contact to determine the address that appears on the dispatched contract. If a contact is specified and an address is associated with this contact, that address appears on the dispatched contract. Otherwise, the system uses the address from the default vendor location.

Description

Enter a contract description.

Master Contract ID

Select a master contract ID, if applicable.

Tax Exempt

Select if the contract is tax exempt. This field applies to both voucher contracts and order contracts. If you select this option for an order contract, enter the tax exempt ID in the text box for this option. The tax exempt ID is not used for voucher contracts.

Maximum Amount

Enter a value to specify a total amount that this contract should not exceed. The total released amount of all lines plus the amount released for open items must not exceed this amount. This value is expressed in the contract header currency.

Total Line Released Amount

Displays the total released amount of the contract. This is the open item plus the total of the line amounts. This amount is updated during the PO Calculations process, online purchase order creation, and the PeopleSoft Payables Batch Voucher process when the contract is referenced. This amount is expressed in the contract header currency.

Open Item Amount Released

Displays the amount that is released for open items in an open item contract. This information appears only if the contract is referenced on a purchase order using open item referencing. You do not need to reference an open item contract. The system can do it for you during the PO Calculations process. This amount is updated during the PO Calculations process or online purchase order creation. This amount is expressed in the contract header currency.

Allow Multicurrency PO

Select this check box if the purchase order that you create to satisfy the contract can be in a currency other than the one that is specified on this vendor contract. If so, the currencies from the contract are converted to the currency of the purchase order.

Corporate Contract

Select this check box if you want this contract to apply to all business units within the specified setID. If you do not select this option, you must enter a list of valid business units for this contract on the PO Defaults page. At the time of release, the release business unit must be defined on the Contract Defaults page. This option is selected by default for order contracts. This option does not apply to voucher contracts.

The business unit of the purchase order that is associated with the contract populates this field and cannot be changed. You cannot insert additional business-unit default rows.

Lock Chartfields

Select this check box to prevent changes to purchase order ChartFields at the purchase order distribution level that are released from this contract. When this check box is selected, you cannot manually reference this contract on requisitions and purchase order lines. Purchase orders that reference contracts with the Lock Chartfields check box selected must be created as releases from the contract or created by copying the contract

The following rules also apply to this option:

• Transactions undergoing the PO Calculation process do not pick this contract.

• When the Lock Chartfields check box is selected, you cannot add a schedule or a distribution to the purchase order for a line that was directly released from a contract.

Note. This option is enabled only when the Commitment Control feature is used.

Allow Open Item Reference

Select this check box to enable items that are not specified on the contract to be purchased against it. Whether you're defining an open or fixed item contract, this check box enables you to reference the contract for any requisition and purchase order item that is ordered from this vendor within the terms and limits of this contract. This check box also enables you to add open-item price adjustments to the contract. This check box is available only for PO and General contract process options with purchase order releases.

If you do not select the Allow Open Item Reference check box, you must enter at least one contract line before you can save the contract.

Requisitions, the PO Calculations process, and online purchase orders can use the Allow Open Item Reference check box.

If a contract is set up for open item reference, you can select a contract ID on a requisition without specifying a contract line number, regardless of whether the requisition line contains an item ID or an ad hoc item (description-only). This functionality is also available for online purchase orders.

Adjust Vendor Pricing First

If you're defining price adjustments for open items and vendor adjustments also apply, you can specify which adjustments the system applies first. To apply vendor adjustments before the contract adjustments, select this check box. If you do not select this check box, only the contract adjustments are applied.

Price Can Be Changed on Order

Select this check box, if you want to be able to change the system calculated prices on purchase orders for this contract. This field setting applies only to open items that are referenced on a purchase order. If you do not select this check box, the price fields on the purchase order are unavailable for entry.

Must Use Contract Rate Date

Select this check box to have any purchase orders that are created against this contract use the rate date on this contract for currency conversions. This check box becomes available for selection if you select the Allow Multicurrency PO check box.

Rate Date

If you select the Must Use Contract Rate Date check box, enter the rate date that you want to use. The rate date is the date that the system uses to determine the correct currency conversion rate to use on the purchase orders that are created to satisfy the contract. The default value for this field is the current system date.

Dispatch Method

Select the dispatch method for this contract. Values are Email, Fax, Phone, and Print. This value appears by default from the default vendor location.

PO Defaults

Click this link to access the PO Defaults page, where you can set default information for order contracts for each business unit.

PO Open Item Pricing

Click to access the PO Open Item Pricing page, where you can enter price adjustments that apply to items that reference the contract as an open item contract.

Invoice Number

(Optional) Enter an invoice number that is associated with every voucher in the contract. The invoice number must be no longer than 12 characters. For voucher contracts, the system adds an ID extension consisting of a hyphen and one to three digits to uniquely identify the exploded vouchers. For example, for a contract with four release vouchers, an invoice number of 500 may be calculated as 500-001, 500-002, 500-003, and 500-004.

Accounting Template

Select the accounting template for offsetting entries of transactions for this contract. Accounting templates are set up on the Accounting Entry Template page.

Payment Terms ID

Select the payment terms that are expected for the vouchers corresponding to any purchase orders or vouchers that are generated from this contract. Payment terms are defined on the Payment Terms pages. This value appears by default from the default vendor location.

Basis Dt Type (basis date type)

Select to determine the date ised to calculate the voucher due date and discount due date, if applicable. This is a voucher-related field that is used in combination with payment terms.

Note. If you have specified a specific payment term for the vendor in the Vendor Information component, the Basis Dt Type field displays the default value. Payment terms can also be specified at the business unit level, but they do not appear as default values here because the contract is defined at the setID level, not the business unit level.

Gross Amount

Enter the gross amount for the contract. This is required for voucher contracts and isapplicable only to voucher and general contracts. The sum of all contract line amounts, plus miscellaneous charges and voucher contract charges (freight, sales tax, and VAT amount) must equal the gross amount.

If you enter the gross amount before you enter a value in the Merch Amt (merchant amount) field, the field is updated with the gross amount.

If you change the merchandise amount and insert a new line, the merchandise amount on the new line appears automatically so that the total is equal to the gross amount.

For example, if you enter a gross amount of 100.00 USD, this value becomes the default merchandise amount. If you then add 10.00 USD of freight, the merchandise amount is updated to 90.00 USD. If you then change the merchandise amount to 40.00 USD and add a new line, the merchandise amount on the second line appears automatically as 50.00 USD.

Freight Amount

Enter the freight amount to be included on the voucher.

Sales Tax Amount

Enter the sales tax amount to be included on the voucher.

VAT Amount

Enter the VAT amount to be included on the voucher.

Misc. Amount (miscellaneous amount)

Displays the miscellaneous charges that are applied to a voucher contract. You define miscellaneous charges on the Voucher Misc. Charges page.

Remain Amt (remaining amount)

Displays the amount remaining on this contract (maximum amount - open item amount released - line amount released = remaining amount). This amount is expressed in the contract header currency. This amount appears only if the maximum amount is greater than zero.

Prepayment Reference

(Optional) Enter a prepayment reference for the contract.

Note. This field is available only if the Prepaid Voucher or the Prepaid Voucher with Advance PO Contract contract process option is selected.

PO Business Unit (PeopleSoft Purchasing business unit)

Enter the purchasing business unit that is associated with this contract. A purchasing business unit is required before you can save this page.

PO ID

Enter the PO ID that is associated with this contract.

Note. This option is available only if the Prepaid Voucher with Advance PO process option is selected and a vendor ID is entered. When this option is selected, the system checks to ensure that this purchase order is not referenced on any other prepaid voucher with advance PO contract. A PO ID is required before you can save this page.

Buyer

Select the buyer for the purchase order. For these contract process options, you can create a contract without populating the Buyer field. You'll eventually need to populate the Buyer field so that the system can continue to process the purchase order.

Class

Select the class of vendors. Options are: A (attorney), E (employee), H (HCM), and R (outside party).

Type

Select the type of vendor. Options are: ADV (advertising), CNS (consultant), CNT (contractor), ENT (entertainment), FRG (foreign supplier), GVT (government agency), MNR (minority vendor), PR (public relations), TRD (tradesman), TRN (transportation), and TRV (travel related services).

Max Rows (maximum rows)

Enter the maximum number of rows that you want the system to retrieve.

Search

Click this button to retrieve the vendors that meet the search criteria.

Notify on Expired/Exceeds Max (notify on expired/exceeds maximum)

Select this check box to notify the identified buyer when a contract expires or reaches the maximum amount on the contract.

Expire Date

This field appears by default from the Contract page, or you can enter the expire date on this page and the system will update the expire date on the Contract page.

Notify Days Before Expire

Enter the number of days in which you want the system to notify the buyer before a contract expires.

Notification Date

The system determines and displays the expiration notification date. When a contract reaches this notification date, the system notifies the identified buyer that the contract is about to expire. The buyer receives a workflow email notification.

Amount Less than Maximumor Percent Less than Maximum

Enter the amount or percent below the contract maximum amount for which you want the system to notify the buyer that the contract is about to reach its maximum amount.

Notification Amount

The system determines and displays the notification amount. When a contract reaches this notification amount, the system notifies the identified buyer that the contract is about to exceed the maximum limit amount. The buyer receives a workflow email notification.

Retention

Select the type of retention for the contract. The system calculates retention based on the total released amount. For example, if line 1 is for 30.00 USD, line 2 is for 50.00 USD, and line 3 is for 10.00 USD, the retention is based on 90.00 USD. If the retention is 10 percent, the retention amount is 9.00 USD. Options are:

No Retention: No amount or percentage is retained for the contract.

Retain on Each Payment: An amount or percentage is retained for every payment.

Retain on First Payment: An amount or percentage is retained for the first payment only.

Retain on Last Payment: An amount or percentage is retained for the last payment only.

When you are applying retention to milestone releases, the retention applies to each milestone. For example, if you select Retain on First Payment and you have specified four milestones for the line, retention is applied to only the first milestone line.

Retention Amount and Retention Percentage

Select to retain by either amount or percentage, and enter an amount or percentage value.

Business Unit

Select the business unit to which the defaults apply.

Vendor Loc (vendor location)

Select the vendor location for the address that appears on the purchase order for the vendor.

Buyer

Select the buyer to be assigned to the purchase order releases against the contract.

Currency

Select the currency and exchange rate type. These values appear by default from the selected business unit.

Payment Terms ID

Select the payment terms that are expected for the vouchers corresponding to any purchase orders or vouchers that are generated from this contract.

Ship To

Select the shipping location that you're defining for the item. Ship-to location codes are established on the Ship To Locations page.

IN Unit (PeopleSoft Inventory business unit)

Select a default PeopleSoft Inventory business unit for which you are purchasing the items.

Freight Terms

Select the freight terms code for the setID. Values are defined on the Freight Terms page.

IN Unit (inventory unit)

Select a default PeopleSoft Inventory business unit for which you are purchasing the items.

Charge By

Select to charge by amount or quantity. You can charge only by amount for amount only contract lines.

Ultimate Use Code

Enter an ultimate use code to override the default tax rate for a location. In most cases, sales tax is computed as a use tax based on the tax code that is applicable to the ship to or usage destination. However, the way that merchandise is ultimately used can also affect the tax rate within the same ship to or usage destination.

Where Performed

Select the default location where a service is physically performed most often. Options are: Buyer's Location, Ship From Location, Ship To Location, or Supplier's Location.

Prorate

Indicates that the miscellaneous charge is prorated. This information appears by default from the Misc Charge/Landed Cost Defn page and cannot be changed here.

Misc Chg (miscellaneous charge)

Select a miscellaneous charge code that is defined on the Misc Charge/Landed Cost Defn page.

Charge Amount

Enter the amount of the miscellaneous charge.

Calculation Method

Select the method that the system uses to calculate adjustments. Options are:

Increment Adjustments: Each valid adjustment is made against the current (base or adjusted) price. For example, if you have a base price of 100 USD and two percentage adjustments (price rules) of 10 percent each, then the first adjustment is deducted from the base price of 100 USD, for a current adjusted price of 90 USD. The second adjustment of 10 percent is deducted from 90 USD for a final adjustment price of 81 USD.

Sum All Adjustments: Adjustments are summed and made against the original base price. For example, if you have a base price of 100 USD and two percentage adjustments of 10 percent each, the system takes the total adjustment of 20 percent and deducts it from the base price of 100 USD for a final adjusted price of 80 USD.

Seq (sequence)

Enter the sequence number for the ascending sequence that the system follows when applying price adjustments.

Price Loc (price location)

Displays the vendor price location to use for pricing on this contract line. This field is required for adjustments.

Currency

Displays the vendor currency that appears by default from the Contract page.

Note. The purchase order release currency must match the currency that is defined for the system to use the price adjustment.

Match Ship

Select if this adjustment is based on the ship to ID. For example, if the vendor gives you an additional 5 percent discount if you purchase items within your own state, you could define a price adjustment for each ship to location within your state.

Ship To

Select a ship to ID for which the adjustment should be applied. This field becomes available for entry if you select the Match Ship check box.

For the ship to adjustment to be applied by the system, the ship to ID that you enter here and the ship to ID on the purchase order must match. All ship to IDs are available.

GNRL Adj (general adjustment)

Select if this is a general or normal adjustment that applies to all transactions regardless of ship to. This is the most commonly used type of price adjustment.

Hard

Select to have the system apply the price resulting from an adjustment regardless of any other adjustments it finds.

Final

Select to have the adjustment that you defined set a final price. If the check box is selected, the system does not calculate any further adjustments.

Ignore Flg (ignore flag)

Select if you do not want the system to process the adjustment if a previous adjustment has been taken for the item.

Min Qty (minimum quantity)

Displays the minimum quantity for the price adjustment. By default, this value is 1 and cannot be changed on the first row.

Max Qty (maximum quantity)

Enter the maximum quantity for the price adjustment.

Adjustment Method

Open items can be adjusted by percentage only. Percentages can be either positive or negative. A negative adjustment means that the price or schedule value is reduced by the adjustment, that is, a discount is applied. A positive adjustment means that the price or schedule value is increased by the adjustment, that is, a surcharge is applied.

Adjust Percentage (adjustment percentage)

Enter the percentage of the adjustment.

Retrieve Active Comments Only

Select to retrieve only active comments.

After you inactivate a line using the Inactivate button, save and then reenter the transaction. The line cannot be accessed when this check box is selected. Clear this check box to retrieve the inactive comment line in addition to active comment lines.

Sort Method

Select the method that you want to use to sort the retrieved comments. Options are:

Comment Time Stamp: Select to sort the comments by the time stamp that the system assigns when comments are created.

Vendor Flag: Select to sort by comments that are flagged for sending to the vendor.

Sort

Click to sort the comments according to the selections that you make in the Sort Method and Sort Sequence fields.

Load Comments

Click to load existing comments into the comments text box. This button appears only if existing comments are available.

Inactivate

Click to inactivate the current comment. The comment is not actually deleted, but is set to inactive status.

You must clear the Retrieve Active Comments Only check box to be able to access inactive comments.

If you inactivate a comment, you must click the Retrieve button to reselect the comments.

Send to Vendor

Select if you want comments to appear on purchase orders that are dispatched to vendors. If the comments are for internal use only, leave the check box clear. The Send to Vendor check box applies to comments in the comment text box only, not to the documents that you attach using the Associated Document fields.

Shown at Receipt

Select if you want comments to appear on receipt documents.

Shown at Voucher

Select if you want comments to appear on vouchers.

Copy to Purchase Order

Select if you want comments to copy over to the purchase order. This check box is available only on contract comments pages.

Attachment

Displays the attachment ID. This field is unavailable for entry because the attachment is automatically assigned.

Attach

Click to attach a document to the comments. When you click this button, you will be prompted to select a file for uploading. Select the file and then click the Upload button.

View

Click to display an attachment that has already been linked to the comments.

Email

Select if you want to send an email of the attachment with the dispatched documents. Attachments are sent only as part of the purchase order email if the Email check box is selected and the dispatch method is email. The attachment email process requires the system to download the attachment to a temporary directory. The temporary directory is c:\temp by default, but you can modify it using the File Locations page.

Go To Source

If the transaction's comments originated with another transaction, you can click this link to view the originating source transaction. This link is available only if a source is available.

For example, if the purchase order is sourced from a requisition containing these comments, you can click this link to view the originating requisition.

Action

Select the action that you want to perform on the standard comments. Options are:

Copy Comment: Select to make standard comments available on the Comments page. You can use the standard comments as they are or modify them. Modifications to the standard comments on the Comments page do not affect the original standard comments. If you select this option, you must also select the standard comment type and comment IDs for the standard comments that you want to use. The text of the selected standard comment appears in the text box at the bottom of the page.

Link to Comment: Select to copy a selected standard comment to the Comments page. You cannot modify or add to the text of the comment if you select this option. You can use this option multiple times to include more than one standard comment. If you select this option, you must also select the standard comment type and comment ID for the standard comment that you want to use. The text of the selected standard comment appears in the text box at the bottom of the page.

Create New Comment: Select to enter a standard comment for an existing or new comment ID within an existing standard comment type. The comment that you enter becomes a new standard comment available in the standard comment table, and it is carried over to the transaction.

Comment Type

Select a standard comment type code. Standard comment types are defined on the Std Comm Type (standard comment type) page.

Comment ID

Enter a standard comment ID. Different IDs are available depending on the selected standard comment type. These comment IDs are defined on the Standard Comments page.

Action

Select the action that you want to perform on the standard item specification. Options are:

Copy Comment: Select this value and the Sel (select) check box to make selected item specifications available on the Line Comments page. On the Line Comments page, you can use the item specifications as they appear, or you can modify them. Modifications to the item specifications on the Line Comments page do not affect the original item specifications.

Link to Comment: Select this value and the Sel check box to copy the selected item specifications to the Line Comments page. If you select this option, you cannot modify or add to the specifications text on the Line Comments page.

Select

Select to include the associated item specifications on the Line Comments page.

Send to Vendor

This setting appears by default from the Item Specification page. If this check box is selected, when you move the item specifications to the Line Comments page, the Send to Vendor check box on the Line Comments page is automatically selected and the item specifications can be sent to the vendor.

Fax Cover Page

This field is unavailable for entry for contracts.

Server Name

Select the name of the server on which you want the print request to be processed.

Output Destination Type

Select the destination to which you want the transaction document dispatched. Options are PRINTER, WEB, or FILE.

Output Destination Format

Select the appropriate format for the dispatched file based on how you plan to send the file to the vendor.

Test Dispatch

Select to perform a test dispatch without actually dispatching the document to the vendor. The word Unauthorized is printed at the bottom of the transaction document.

Print Duplicate on PO

Select if you want to print Duplicate on the transaction document.

Print Copy

Select to print a copy of the dispatched document.

Contract

CNTRCT_HDR

Purchasing, Procurement Contracts, Add/Update Contracts, Contract

Enter line and item information for the contract.

Note. If you have PeopleSoft Services Procurement installed, the contract line can also be a services procurement role type.

Item Description

CNTRCT_ITEM_DESCR

Click the Description button or item name link on the Contract page.

The item name link consists of the first 30 characters of the items base language description in the Transaction Item Description text box on the Item Description page.

Enter and view descriptions for a specific item.

Order By Catalog

ORD_BY_ITEM_CAT

Click the Catalog link on the Contract page.

Search for and select items to order from a catalog.

Item Details

ITM_CAT_DETAIL

Click the Item Details link on the Order By Catalog page.

View catalog item details.

Item Vendor Priority

ITM_CAT_VNDR

Click the Item Vendor link on the Order By Catalog page.

View qualifying vendors that are preapproved to provide selected items.

Set Item Alias

ITM_ALIAS

Click the Alias link on the Order By Catalog page.

Set up an alias for the selected item so that you don't need the vendor's ID or description each time you order the part. These aliases are stored according to user ID so that each user can have a different alias for the same item.

Item Search Criteria

ITEM_SEARCH_SP

• Click the Item Search link that is located in the line area of the Contract page.

• Click the Items button that is located in the line area of the Contract page.

Search for items.

Item Vendor Priority

ITM_VNDR_PRTY_HC

Click the Item Vendor Priority link on the Item Search Criteria page.

View qualifying vendors that are preapproved to provide selected items.

Details for a Line

CNTRCT_PRC_UOM_SEC

Click the Line Details button that is located in the line area of the Contract page.

View details for the contract line.

Comments for Line

CNTRCT_CMNTS_SEC

Click the Line Comments button that is located in the line area of the Contract page.

View and enter line comments for the contract.

Include Item Specifications

PO_ITEM_SPEX

Click the Copy Item Specs (copy item specifications) link on the Comments for Line page.

Include standard item specifications as they appear, or modify them to meet the requirements of the transaction comment. The item for which you are viewing comments must be associated with item specifications on the Item Specifications page.

PO Price Adjustments for Line

CNTRCT_PRC_ADJ_SEC

Click the Price Adjustments button that is located in the line area of the Contract page.

Enter price adjustments for fixed items that apply only to the specific line item. You can use this page for order releases only.

PO Distributions for a Line

CNTRCT_DSTRBPO_SEC

Click the PO Distribution Details button that is located in the line area of the Contract page

Enter contract line level distribution defaults. This enables you to maintain unique sets of purchase order distribution defaults for each business unit. You can use the distribution entries as default values during the contract release process, based on the affected purchasing business unit.

Voucher Tax Info for Line

CNTRCT_LN_VAT_SEC

Click the Voucher Tax Info button that is located in the line area of the Contract page.

Set sales and use tax options for a contract line.

Voucher Distribution Information for Line

CNTRCT_DSTRB_SEC

Click the Voucher Distrib button that is located in the line area of the Contract page.

Set up one or more distribution lines for each contract line. When a contract line is released to a voucher, the distribution lines are copied to the voucher line. You can use this page for voucher releases only.

Milestones for Line

CNTRCT_MILESTN_SEC

Click the Milestones button that is located in the line area of the Contract page. This button is located on the Order by Amount tab.

Divide a voucher or order contract line into milestones and set up rules for the milestones. This page is available for lines that are defined as Amount Only. In addition, you must have entered a merchandise amount for the selected line.

Milestone Line Description

CNTRCT_DESCR_MLSTN

Click the Description button on the Milestones page.

Enter and view descriptions of milestone lines.

View Catalog Hierarchy

CAT_PARENTAGE_SEC

Click the View Category Hierarchy link on the Contract page.

View information about where a category resides in the entire catalog tree hierarchy.

Category Search

CAT_SEARCH_SEC

Click the Category Search link on the Contract page.

Search for and select an appropriate category ID for the item when entering an ad hoc item. You search for the category ID using a category hierarchy tree.

Item

Select the ID for the item that is being purchased on the contract line. Only items that have an item-vendor relationship established are available for selection.

Entering an item ID is not required for voucher contracts and ad hoc item (description-only) purchase order contracts.

Description

Base language item description for the line item. You may enter an ad hoc item description, or override the current description. This is required for voucher and order contracts.

UOM (unit of measure)

Select the UOM for the item on this line. This is required for order contracts. If you enter an item ID, the UOM appears automatically from the default item vendor UOM and cannot be changed. This UOM is used as a base for determining quantities such as minimum and maximum quantities and line quantities released.

Category

Select the category of the item. This is a required field for order contracts and recurring purchase order voucher contracts.

Cancel

Click to cancel a contract line. When you cancel a contract line, you cannot perform any further processing against the contract line.

Merchandise Amt(merchandise amount)

Enter the merchandise amount on the line expressed in the contract header currency. This required for voucher and amount-only contract lines.

Note. You can use negative contract amounts for the “Voucher” contract processing option only.

Include for Release

Select to release the line. If you want to release this line as a milestone, select the Release as Milestone check box. You can create a milestone line without selecting the Include for Release check box. However, to release the line as a milestone line, the Include for Release and Release as Milestone check boxes must both be selected.

If the Release as Milestonecheck box is not selected, but the Amt Only check box is selected, the line is released as an amount-only line for the full amount. When you release lines, milestone lines cannot be released with nonmilestone lines. Each milestone can have only one release. For example, a 20 percent completion milestone on a construction project is paid using one milestone release when 20 percent of the project is complete. The remaining 80 percent of the project will need to be paid by other milestones, each with one release payment.

For recurring purchase order vouchers, this check box is applicable only for the voucher releases and is available only after the contract line exists on the purchase order. The purchase order releases are generated behind the scenes whenever a contract line has not yet been released to a purchase order. Therefore, the Include for Release check box is not accessible for purchase order releases of recurring purchase order vouchers.

Amt Only (amount only)

Select this check box if the contract line is to be received by amount. This check box must be selected for you to enable the milestone functionality. Amount-only functionality is not available when you select the Release to Single PO Only contract process option on the Contract page. This check box is selected and unavailable for entry for recurring PO voucher contracts.

If this check box is selected:

• The quantity field is unavailable for entry and is set to 1 on the release.

• The PeopleSoft Inventory business unit field becomes unavailable for entry on the release distribution for order contracts.

• The Merchandise Amt field on the contract line becomes a required field.

Release as Milestone

Select this check box to designate a milestone line. Milestones are not applicable when you select the Release to Single PO Only contract process option on the Contract page. The Amount Only check box must be selected for you to use milestone functionality.

If the Release as Milestone check box is not selected, but the Amt Only check box is selected, the line is released as an amount-only line for the full amount.

When you release lines, milestone lines cannot be released with nonmilestone lines.

Each milestone can have only one release. For example, a 20 percent completion milestone on a construction project is paid using one milestone release when 20 percent of the project is complete. The remaining 80 percent of the project must be paid based on other milestones, each with one release payment.

Total Line Released Amount

Displays the total amount released to date for the line that is expressed in the contract header currency. This value is updated by the PO Calculations process, online purchase order entry, or the PeopleSoft Payables Batch Voucher process.

Total Line Released Quantity

Displays the total quantity released to date for the line expressed in the contract line unit of measure. This value is updated by the PO Calculations process or online purchase order entry.

Physical Nature

Indicates whether the object is a physical good or service. Values are Goods and Services.

Minimum Line Amount

Enter a minimum amount that must be met when you are defining a release for this line. This is the minimum line amount per contract line per release. For example, if the vendor requires a minimum dollar value when creating a purchase order, you would specify that here. This value is expressed in the header currency.

Maximum Line Amount

Enter the maximum amount that is allowed for this particular line of the contract for all releases against this contract line. The total amount for all the releases cannot exceed the amount that you define here. This value is expressed in the header currency. This value is used for the purchase order line amount for recurring purchase order voucher contracts.

Minimum Line Quantity

If you specify a minimum line quantity, the system does not enable you to create a release that is below the minimum quantity. For example, the vendor does not process orders unless you order at least five bicycles at one time. This appears by default from the Vendor's UOM & Pricing Info page, but it can be overridden here. This value is expressed in the default line unit of measure.

This value may appear automatically from RFQ award quantity, and it can be changed.

Maximum Line Quantity

Enter the maximum line quantity that the vendor enables you to order for this particular line for all releases against this contract line. For example, the vendor might agree to sell you 10 bikes at a special price, but when you have purchased the 10 bikes, the vendor does not enable you to order additional bikes at this special price. This information appears by default from the Vendor's UOM & Pricing Info page, but it can be overridden here. This value is expressed in the default line unit of measure.

When creating a blanket order, use this field to enter a maximum line quantity.

This value may appear automatically from RFQ award quantity, and it can be changed.

Use Contract Base Price

Select to use the base price on the contract rather than the price on the Vendor's UOM & Pricing Info (vendor's unit of measure and pricing information) page as the base price when calculating the purchase order price for the item. The Base Price field becomes available for entry when you select this check box. For ad hoc items, this check box is selected and unavailable for entry because a base price value is required for ad hoc items.

Price Can Be Changed on Order

Select to be able to change the calculated price on purchase orders. If you select a specific contract line, the system will check the setting at the line level. The value is applicable whether you are creating releases from the contract or whether the contract is manually selected on the purchase order or whether sourcing finds it. If you do not select this check box, the system-calculated price for the item is a protected field on the purchase order.

Price Date

Select the date that the system uses to calculate purchase order prices for the item. Options are PO Date and Due Date.

Price Qty (price quantity)

Select either the line quantity or the schedule quantity as the quantity that the system uses to calculate purchase order prices for the item.

Qty Type (quantity type)

Select the quantity type. Options are Quantity to Date and Current Order Quantity. If you select quantity to date, the cost per item is based on a cumulative quantity ordered. If you select current order quantity, each order stands on its own.

Use Vndr Price UOM Adjustments (use vendor price unit of measure adjustments)

Select to use the UOM-based vendor price adjustments, if any, when pricing the item.

Use Vndr Price Shipto Adjust (use vendor price shipto adjustments)

Select to use the ship-to-information-based vendor price adjustments, if any, when pricing the item.

Adjust

Select whether the system calculates vendor price adjustments before or after the contract price adjustments. Options are:

After Cntrct Price Adjustments: Select to have vendor price adjustments calculated after the contract price adjustments.

Before Contract Adjustment: Select to have vendor price adjustments calculated before the contract price adjustments.

Qty 1–2

200.00 USD each

Qty 3–4

175.00 USD each

Qty 5–100

130.00 USD each

Release Default

Select to determine the default price, UOM, vendor location, and currency on the releases for this contract line. One default UOM row is required for generating releases. You must specify a default UOM price in the Base Price field.

Note. The row that is selected as the default row is used to create releases from the contract.

Price Loc (price location)

Select the vendor price location to use for pricing on this contract line. This field is required for order contracts.

UOM

Select the unit of measure to be used on the purchase order. The system generates the default unit of measure from the Vendor's UOM & Pricing Info page. When you order by description, all UOMs are available. When you order by item ID, only valid UOMs are available.

Base Price

Displays the base price to be used as the system-calculated purchase order price for the contract item. This base price appears by default from the Vendor's UOM & Pricing Info page, and it can be changed if you select the Use Contract Base Price check box. If you enter an adjustment on the PO Price Adjustments for Line page using the Match Ship or GNRL Adj check box, the base price on the line is the price upon which the adjustment is performed. This field is required for order contracts and must be entered manually for order-by-description items.

Curr (currency)

Select the currency that is used for this contract line item. This currency can be different from the currency that is specified at the overall contract level. The currency on the release must be the same as the currency on the UOM line that is selected as the default. Only currencies that are defined on the Vendor's UOM & Pricing Info page are available for selection in this field. However, when you order by description, all currencies are available. This field is required for order contracts. If the Allow Multicurrency PO check box is not selected at the contract header, this value appears automatically from the contract header and cannot be changed here.

AP Business Unit (PeopleSoft Payables business unit)

Displays the PeopleSoft Payables business unit that is defined as the default on the Voucher Distribution Information for Line page. The values that are defined on this page appear by default on the release only if this business unit matches the release business unit. Otherwise, the Voucher Build process (APVCHRBLD) and the Voucher Edit process provide the default values.

Ship To

Select the ship to destination. The ship to information appears by default from the value in the AP Business Unit field, or else the system determines it during the Batch Voucher process, if it is not specified here. The ship-to default value is determined according to the PeopleSoft Payables control hierarchy: vendor, origin, group, and business unit.

Withholding Applicable

Select to designate a withholding that is applicable to the vendor. This field is used on voucher contracts but not on order contracts.

Withholding Code

If withholding is applicable on this line, enter the withholding code. This field is used on voucher contracts but not on order contracts.

Tax Destination

Select the location code on which the sales and use tax (SUT) calculation for the voucher should be based. The system uses this as the tax basis.

SUT Excptn Cert (sales and use tax exception certification)

Select to indicate that the line is an SUT exception. Values are:

• Direct Pay: Identifies the Ship To field's value as a direct pay location so that all direct pay transactions can be tracked as such. Voucher lines that are designated as direct pay require a use tax code on the voucher line. The system treats a direct pay line as a use tax line, except that it uses a different value for tax applicability.

• Exempt/Exonerated: Identifies the Ship To field's value as exempt. Enter an associated tax exempt ID in the adjacent field.

• None.

Tax Code SUT (tax code sales and use tax)

Select the tax code for the line. A tax code consists of a group of tax authorities. For example, if a certain locality has a city tax, trade use tax, county tax, and state tax, you can create four tax authorities and group them into a single tax code.

SUT Apply (sales and use tax apply)

Select the SUT applicability rule for the line. Options are:

• Item is Exempt: Select if the item on the line is exempt from sales and use tax.

• Purchaser Is Exonerated: Select if you, as the purchaser, do not have to pay sales or use tax. Tax is not calculated for the line and accounts payable does not pay taxes.

• Sales Tax Appl: Select to calculate and apply sales tax to the line.

• Direct Pay: Select if you do not want sales tax calculated. The invoice is not created with sales tax, but a line is written to the general ledger for the amount that you will directly pay to the state.

• Use Tax Appl: Select to calculate and apply use tax to the line.

Ultimate Use Code

Select an ultimate use code to override the default tax rate for a location. In most cases, the sales tax is computed as a use tax based on the tax code that is applicable to the ship to or use destination. However, how merchandise is ultimately used may also result in a different tax rate within the same ship to or use destination.

Control Total

Displays the total amount that is controlled by milestones. This is the merchandise amount from the contract line.

Include for Release

Select to release the milestone line.

If the contract is for a recurring purchase order voucher, you can select this check box only after the contract line exists on the associated purchase order.

Status

Displays the milestone status. Options are:

• Ready: Indicates that the milestone is ready. Only milestones that have Ready status are available for selection when you are creating releases against the contract. The status of the milestone changes to Ready when you select the Release as Milestone check box on the Contract page on the Order by Amount tab, unless the milestone line was previously released.

• Complete: Indicates that the milestone has been released and the milestone line is unavailable for entry.

• Pending: Indicates that the milestone has not been released and the Release as Milestone check box on the contract line is not selected.

% Complete (percent complete)

Enter the completion percentage that is necessary for the milestone line to take effect. The total of the milestone line percentages must equal 100. This value is used to calculate the released amount.

Amount

Enter the amount to be paid on the milestone line. The total of the milestone line amounts must equal the value in the Control Total field.

Target Date

Enter the target completion date for the milestone line. This is for your reference only.

Percent

Enter the distribution percentage. This percentage is calculated based on the amount on the voucher distribution. The total percentage must equal 100.

Business Unit and Profile ID

If you consider an item to be an asset and plan to pass it on to the PeopleSoft Asset Management application through the PeopleSoft Receiving business process, you must populate both the Business Unit (PeopleSoft Asset Management business unit) field and the Profile ID field.

If both fields contain values, the system writes data to the PeopleSoft Asset Management staging tables. Both fields must be populated for the system to treat the item as an asset. If only one of the fields is populated, the system does not treat the item as an asset. All of the information that you enter on this page is passed to PeopleSoft Asset Management.

Percent

Enter the distribution percent. This percentage is calculated based on the amount on the purchase order distribution. The total percentage must equal 100.

Business Unit and Profile ID

If you consider an item to be an asset and plan to pass it on to the PeopleSoft Asset Management application through the PeopleSoft Receiving business process, you must populate both the Business Unit (PeopleSoft Asset Management business unit) field and the Profile ID field.

If both fields contain values, the system writes data to the PeopleSoft Asset Management staging tables. Both fields must be populated for the system to treat the item as an asset. If only one of the fields is populated, the system does not treat the item as an asset. All of the information that you enter on this page is passed to PeopleSoft Asset Management.

Calculation Method

Select the method by which adjustments are calculated. Options are:

Increment Adjustments: Each valid adjustment is made against the current (base or adjusted) price. For example, if you have a base price of 100 USD and two percentage adjustments (price rules) of 10 percent each, then the first adjustment is deducted from the base price of 100 USD, for a current adjusted price of 90 USD. The second adjustment of 10 percent is deducted from 90 USD for a final adjustment price of 81 USD.

Sum All Adjustments: Adjustments are summed and made against the original base price. For example, if you have a base price of 100 USD and two percentage adjustments of 10 percent each, the system takes the total adjustment of 20 percent and deducts it from the base price of 100 USD for a final adjusted price of 80 USD.

Seq (sequence)

Enter a sequence number for the ascending sequence that the system follows when applying price adjustments.

Price Loc (price location)

Select the vendor price location to use for pricing on the contract line. This field is required for adjustments.

UOM Match

Select if this adjustment is to be based on the UOM. If you select this check box, you can add rows to the Price Adjustment Details grid and select either Pct (percentage) or Amt (amount) as the adjustment method in the grid.

UOM

This field becomes available for entry if you select the UOM Match check box. Select the UOM for which the adjustment should be applied. For the UOM adjustment to be applied by the system, the UOM that you enter here must match the UOM on the purchase order. The available UOMs are those that are set up for the item vendor relationship. If you are ordering by description, all UOMs are available.

Currency

Displays the vendor currency, which appears by default from the Contract page. This is also referred to as the transaction currency. When contract releases are created, this is the currency that the system uses. The only available currencies for the line adjustment page when you are using an item ID are those currencies that are defined on the Vendor's UOM & Pricing Info page. This field is required for adjustments when you are using the UOM Match check box.

Match Ship

Select if this adjustment is based on the ship to ID. For example, if the vendor gives you an additional 5 percent discount if you purchase items within your own state, you could define a price adjustment for each ship to location within your state. When you select this check box without also selecting UOM Match, no rows can be added in the Price Adjustment Details grid, and the adjustment method is automatically set to Pct (percentage) and cannot be overridden.

Ship To

This field becomes available for entry if you select the Match Ship check box. Enter the ship to ID for which the adjustment should be applied. For the ship to adjustment to be applied by the system, the ship to ID that you enter here must match the ship to ID on the purchase order. For ad hoc or open items, all ship to IDs are available. For inventory items, only ship to locations that are set up as item ship to locations are available.

GNRL Adj (general adjustment)

Select this check box if this is a general or normal adjustment that does not fall into the classification of a UOM or ship to adjustment. When you select general adjustment, the UOM Match and Match Ship check boxes become unavailable for entry. If you select this check box, no rows can be added to the Price Adjustments Details grid, and the adjustment method is automatically set to Pct (percentage) and cannot be overridden.

Hard

Select to have the system apply the price resulting from an adjustment regardless of any other adjustments it finds.

Final

Select if you want the adjustment that you defined to set a final price. If the check box is selected, the system does not calculate any further adjustments.

Ignore Flg (ignore flag)

Select if you do not want the system to process the adjustment if a previous adjustment has been taken for the item.

Min Qty (minimum quantity)

Enter the minimum quantity for the price adjustment.

Max Qty (maximum quantity)

Enter the maximum quantity for the price adjustment. The maximum quantity of one line cannot be greater than the minimum quantity of the next line. For example, if the maximum quantity of a line is 5, the minimum quantity of the next line must be greater than 5.

Adjustment Method

You can select to adjust the price by amount or percentage. Options are:

Amt (amount): If you adjust by amount, the Adjustment Amount field appears. This value applies only if the UOM Match check box is selected.

Pct (percent): If you adjust by a percentage, the Adjustment Percentage field appears.

Amounts and percentages can be either positive or negative. A negative adjustment (discount) means that the price or schedule value is reduced by the adjustment. A positive adjustment (surcharge) means that the price or schedule value is increased by the adjustment.

Adjusted Price

Displays the price after the adjustment is applied. This is calculated from the base price and applies only to line item adjustments. For ship to and general adjustments, the adjusted price is calculated based on the default base price.

Catalog ID

Select a catalog ID to display the catalog's hierarchy. Click the folder buttons to display item categories and subcategories that are contained in the selected catalog.

Catalog ID

Select the catalog ID that the system uses to locate the catalog in which you want to search for item categories.

All Items

Click to display all categories that are associated with the selected catalog. Select a category to populate the Category field for the transaction.

Order

Click to add items to the transaction document. To add an item, select the check box for the item, enter a quantity, and click the Order button.

Line Page

Click to return to the page from which you accessed the Order By Catalog page.

UPN ID (universal product number)

Displays the universal product number (field name UPN_ID) that is assigned to a unique combination of item ID, manufacturer ID, UOM, and vendor. The system uses the vendor location on Create Releases page.

Device Track

Indicates whether the item is device-tracked. By default, this check box is selected and unavailable for device-tracked items unless they are description-only (no item ID). Select to device-track items that are description-only.

Status

Select the status of the item's availability. Options are:

• A (active): Item has a current effective date.

• D (discontinued): Item has been discontinued by the manufacturer, or the vendor has decided to no longer supply the item.

• H (hold): Item is temporarily unavailable from the vendor.

• I (inactive): Item has an expired effective date.

• X (to be deleted): Item is unavailable and will be or has been deleted from the system. You can use this status to write SQL scripts to remove obsolete items from the active tables.

Priority

Enter the numeric rating that is assigned to each of the selected item's approved vendors. It designates the priority that the organization places on ordering the selected item from that vendor. The field value appears by default from the Purchasing Attributes - Item Vendor Priority page.

Price

Enter the vendor's standard price for the selected item. This information appears by default from the Vendor's UOM & Pricing Info page.

Item Alias

Enter an item alias. The alias is available after you save the transaction document. If you don't save the originating transaction document, the alias is not saved. The item alias is associated with a user ID and is available only to that user.

Create Releases

CNTRCT_SCHEDULE

Purchasing, Procurement Contracts, Add/Update Contracts, Create Releases

Specify the interval between purchase orders or vouchers, generate a schedule for the series of purchase orders or vouchers, and create the releases of the purchase orders or vouchers. The releases and available options are based on the specified business unit.

Review Staged Releases

CNTRCT_RLS_LINE

• Click the Transaction Date link on the Create Releases page.

• Click the Review Staged Releases link on the Create Releases page.

View the staged purchase order and voucher releases for this contract. You can also make modifications to the purchase order and voucher releases.

Item Details

CNTRCT_RLS_ITM_SEC

Click the Item Details button on the Review Staged Releases page.

View the vendor item ID and vendor catalog number for an item.

Item Description

CNTRCT_ITEM_DESCR

Click the Item Description link on the Review Staged Releases page.

The item description link consists of the first 30 characters of the item's base language description in the Transaction Item Description text box on the Item Description page.

Enter and view descriptions for a specific item.

Order Release Schedules for Line

CNTRCT_RLS_SCH_SEC

Click the Schedule Details button on the Review Staged Releases page.

View and change the schedule information for order contracts.

This page is accessible if you are working with an order release on the Review Staged Releases page.

Order Release Distributions for Schedule

CNTRCT_RLS_DST_SEC

Click the Distribution link on the Order Release Schedules for Line page.

Set up one or more distribution lines for each voucher release.

This page is accessible if you are working with a voucher release on the Review Staged Releases page. When a contract line is released to a voucher, the distribution lines are copied to the voucher line. For recurring purchase order vouchers, the distribution is copied from the purchase order distribution.

Release Comments

CNTRCT_RLS_COM_SEC

Click the Add Release Comments link on the Review Staged Releases page.

View and enter release comments for the order contract.

Voucher Line Tax Info (voucher line tax information)

CNTRCT_RLS_VLN_SEC

Click the Voucher Line Tax Info button on the Review Staged Releases page.

Enter information that overrides the defaults for the contract. This information applies only to the specific release.

This page is accessible if you are working with a voucher release on the Review Staged Releases page.

Lead Time

Enter the number of shipping days. This field is supplied by default from the lead time days that are defined for the item on the Purchasing Attributes - Item Vendor page. If the lead time is not defined on the Item Vendor page, the standard lead time is used. If this is an ad hoc item, the lead time is supplied by default from the category. You must define at least one row. This is used to determine a default due date for the purchase order schedule that is used in the creation of a release for this item. If this field is blank, the system interprets this as a lead time of zero days.

Note. If the shipment is going to a PeopleSoft Inventory business unit that requires closure calendar validation and processing for receiving activities, the system validates that the calculated arrival date (release scheduled date that is defined on the Maintain Contracts - Release page plus number of days defined here) is a valid date. If the PeopleSoft Inventory business unit is not open for receiving on that date, the system prompts you to reschedule. The following conditions must exist for this calendar validation to take place: it must be a contract release (not a voucher contract release), the line contains a PeopleSoft Inventory business unit, and the Amount Only option is not selected. The validation is performed when you create the release.

Time Due

Enter the time due for receiving. This is optional.

Qty Sched (quantity scheduled)

Enter the quantity for this shipment schedule line. The release line quantity is determined by the schedule quantities. This field is required for order contracts. This quantity is supplied by default from the initial minimum line quantity, or if the contract was created from an RFQ or Strategic Sourcing event, it is supplied by default from the RFQ award or Strategic Sourcing award quantity. This value is expressed in the standard UOM. If Amount Only is selected, the quantity is set to 1, and only one schedule is created on the release regardless of what is entered here.

Release Option

Select to have the system create an order or a voucher. This field is accessible only if you have authority to create vouchers or orders. Set the authority to create contract vouchers and orders on the User Preferences - Procurement: Contract Process page.

The release option, purchase order, or voucher that is related to the contract process option appears. If contract process option is General, you can select either purchase order or voucher. The ability to create purchase order or voucher releases is based upon the authority that is defined on the User Preferences - Procurement: Contract Process page.

Business Unit

If you select Create Voucher as a release option, then select the PeopleSoft Payables voucher contract business unit for the vouchers. Only lines with distributions defined on the Voucher Distribution Information for Line page that match this business unit can be released. The default vendor location, currency, and rate type appear automatically after you select the business unit.

If you select Create Order as a release option, then select the PeopleSoft Purchasing order contract business unit for the purchase orders. The default vendor location, currency, and rate type appear automatically after you select the business unit.

Note. You cannot define PeopleSoft Payables and Purchasing releases at the same time. You can use the General Contract contracts for both release types, but you must release them individually.

Vendor Loc (vendor location)

Select the vendor location for the purchase orders or vouchers. For purchase order releases, this value appears by default from or overrides the vendor location that is defined on the PO Defaults page.

Currency

Select the currency for the purchase orders or vouchers. This field is not available for entry for voucher contracts because it appears automatically from the Contract page.

Start Date

Select the date on which the purchase order or voucher releases should initially be calculated (based on the frequency and duration).

Interval

Select the interval at which a purchase order or voucher should be created for this contract. Values are Annually, Daily, Monthly, and Weekly.

On The

If you select weekly or monthly intervals, select the day of the month or week on which the purchase order or voucher should be created.

Every

Select to specify whether the purchase order or voucher should be created every interval, every two intervals, every three intervals, and so on.

Until

Select to enter an end date for the release schedule.

For

Select to set a number of days, weeks, months, or years that the release schedule should last. If you select this option for a milestone release, the value is set to 1 and cannot be changed.

Times

Select to set a number of releases. If you want a contract to be released 12 times, select this option and enter 12. If you select this option for a milestone release, the value is set to 1 and cannot be changed.

Calculate Dates

Click to set up the release dates based on the release schedule options that you set on this page. You cannot create two releases for a contract on the same day for voucher contracts. If you are releasing milestones, only one release date is set up. Alternatively, you can enter release dates manually.

Stage

Select the button to stage qualifying purchase orders or vouchers. A release can be staged for approved contracts only.

When you click this button, the system populates the release tables from which the Purchase Order Contracts process and the Voucher Build process retrieve data for processing.

If the contract originates from a requisition that is distributed by amount, and this is the first release, the Override field is selected by default and the first release date references the requisition schedule tied to the contract for the full amount and quantity. (You can create many releases at the same time.)

Similarly, if you cancel the purchase order that is created from the contract release that references the requisition schedule, the next contract release references the requisition schedule and the Override field is selected by default.

If the source requisition schedule is distributed by amount, only one active purchase order must be associated with the contract for the entire requisition schedule amount and quantity.

You can review and modify staged releases on the Review Staged Releases page.

Next Date

Select the next contract purchase order or voucher date. A contract can have only one release per date per business unit for voucher releases. If milestones are being released, only one date row is allowed.

PO Unit

This field becomes available if you select the Create Order release option. Enter the PeopleSoft Purchasing order contract business unit for the release. You can enter different business units for different dates. If this is not a corporate contract, you can select only business units that have been defined on the PO Defaults page.

AP Unit

This field becomes available if you select the Create Vouchers release option. Enter the PeopleSoft Payables order contract business unit for the release. You can enter different business units for different dates.

Currency

Select the currency for the purchase orders. For voucher releases, the currency appears by default from the header and cannot be changed.

Rate Type

Select the currency exchange rate type. For voucher releases, the rate type appears by default from the header and cannot be changed.

Vendor Loc (vendor location)

Select the vendor location for the purchase orders or vouchers. This overrides the vendor location that is defined in the contract defaults. You can enter different vendor locations for different dates.

Default

Select when creating order releases to use the PeopleSoft Purchasing default hierarchy, instead of using values that are entered on the PO Distributions page and the PO Defaults page.

Override

Select when creating order releases to use the defaults that are set on the PO Distributions page. If values are not selected for the business unit on the PO Distributions page, they appear by default from the PO Defaults page. For example, if you generate a release for business unit US001 and an entry exists in the PO Distribution defaults, the system copies all of the distributions exactly as they are defined on the PO Distribution page.

Business Unit

Displays the release business unit that is specified on the Create Releases page.

PO

Displays the purchase order that is associated with the contract if you are processing a recurring purchase order voucher or a blanket order.

Gross Amt (gross amount)

Displays the gross amount for the voucher contract. A value appears for voucher releases only.

Curr (currency)

Displays the currency of the voucher or purchase order that is defined on the Create Releases page.

Invoice

Enter the invoice number for a voucher release. This is optional. The invoice that you specify on the Contract page appears by default in this field with an extension of 1, 2, 3, and so on. The extension is incremented for every voucher release for this contract. A value appears for voucher releases only.

Inv Date (invoice date)

Enter the invoice date. This field appears for voucher releases only.

Acctg Date (accounting date)

Enter the accounting date that the system uses to determine the accounting period for which a general journal entry needs to be created. This field appears for voucher releases only.

Misc Amt (miscellaneous charge amount)

Displays miscellaneous charges that are applied to this voucher contract.

Freight Amount

Displays the freight amount to be included on the voucher. When the voucher is created, the freight is allocated based on the defaults that are set on the Procurement Accounting Control page for the PeopleSoft Payables business unit.

Sales Tax Amount

Displays the sales tax amount to be included on the voucher. When the voucher is created, the sales tax is allocated based on the defaults that are set on the Procurement Accounting Control page for the PeopleSoft Payables business unit.

VAT Amount (value-added tax amount)

Displays the VAT amount to be included on the voucher. When the voucher is created, the VAT is allocated based on the defaults that are set on the Procurement Accounting Control page for the PeopleSoft General Ledger business unit that is associated with the PeopleSoft Payables business unit.

Category

Displays the category of the line item. This field appears for order releases only.

Quantity

Displays the item quantity for the line. This field appears for order releases only.

UOM (unit of measure)

Displays the UOM for the line. This field appears for order releases only.

Amount

Displays the amount and currency for the line.

Amount

Displays the amount for this staged release. For order releases, this is the contract base price, and for voucher releases, this is the merchandise amount on the line.

Adj Amt (adjustment amount)

Displays the adjustment amount for the staged release. For order releases, this is the total of the line item adjustments, and for voucher releases this is the VAT, sales tax, freight, and miscellaneous charges.

Total Amt (total amount)

Displays the total amount for the staged release. This is calculated from the values in the Amount and Adj Amt fields.

Reten Amt (retention amount)

Displays the amount that is being retained for the line. This field appears for voucher releases only.

Amount

Displays the amount for this staged release. For order releases, this is the contract base price, and for voucher releases, this is the merchandise amount on the line.

Adjustment

Displays the adjustment amount for the staged release. For order releases, this is the total of the line item adjustments, and for voucher releases, this is the VAT, sales tax, freight, and miscellaneous charges.

Total Amount

Displays the total amount for the staged release. This is calculated from the values in the Amount and Adjustment fields.

Reten Amt (retention amount)

Displays the amount being retained for the line. This field appears for voucher releases only.

Category

Displays the category of the line item. This field appears for order releases only.

Quantity

Displays the item quantity for the line. This field appears for order releases only.

UOM (unit of measure)

Displays the UOM for the line. This field appears for order releases only.

Amount

Displays the amount and currency for the line.

Trans Date (transaction date)

Displays the transaction date, which is the invoice date from the Review Staged Releases page.

Amount

Enter the amount for the line. The total of the amounts for all distribution lines must equal the contract release line amount.

PO Date

Displays the purchase order transaction date, which is the purchase order date on the Review Staged Releases page.

Quantity

Displays the total quantity for all schedules on the release line.

Amount

Displays the total amount for all schedules on the release line.

Ship To

Select the ship to location, which can be overridden. This is a required field.

Due Date

Select the due date for the items on the order. This date can be overridden, and it is closure-calendar checked. This is a required field.

Qty Sched (quantity scheduled)

Enter the quantity on the schedule. If this is not an amount-only line or a line that is associated with a requisition that is distributed by amount, you can change the quantity. This is a required field.

Price

Enter the price of the item on the schedule line.

Amount

Displays the amount of the schedule line.

Distribution

Click to access the Order Release Distributions for Schedule page.

PO Date

Displays the purchase order transaction date, which is the purchase order date from the Review Staged Releases page.

Distribute by

Select the method for allocating or charging the expense account distribution. Amount-only lines are always distributed by amount. Options are:

• Amount: If this value is selected, the sum of all the distribution amounts must equal the schedule amount (merchandise amount). If a contract release is associated with a requisition schedule that is distributed by amount, this value is set to Amount and cannot be changed.

• Quantity: If this value is selected, the sum of all distribution quantities must equal the schedule quantity.

Qty Sched (quantity schedule)

Enter the quantity for the distribution line. The quantity must sum to the schedule line amount.

Percent

You can use the Percent option regardless of whether you select to distribute by amount or quantity. The total percentage of the distributions must equal 100 percent. If you change the amount or the quantity on a line, the percentage is automatically adjusted. If you change the percentage on a line, the amount or the quantity is automatically adjusted. The total must always be equal to 100 percent.

If the contract release is associated with a requisition schedule that is distributed by amount, you cannot change this value.

Amount

Enter the amount for the distribution line. The amount must sum to the schedule line amount.

If the contract release is associated with a requisition schedule that is distributed by amount, you cannot change this value.

IN Unit (PeopleSoft Inventory business unit)

Enter the PeopleSoft Inventory business unit for the distribution. If the item is an inventory item and a PeopleSoft Inventory business unit is entered on the first distribution line of the schedule, the due date on the Order Release Schedules for Line page is validated against the PeopleSoft Inventory business unit's calendar. This ensures that the inventory business unit is open to receive merchandise on that day.

On the Create Releases page, when you click the Stage button, if the PeopleSoft Inventory business unit is not open for receiving on the specified date, the date automatically changes to the next date that the inventory business unit is open for receiving. If you change the date on the page, you receive a warning before the date automatically changes.

Contract

CNTRCT_HDR

Purchasing, Procurement Contracts, Add/Update Contracts, Contract

Create a blanket order. You can select Purchase Order or General Contract or Release to Single PO Only from the contract process options when accessing this page.

Dispatch Vendor Contract

RUN_DISP_POCNT100

Purchasing, Procurement Contracts, Dispatch Contracts, Dispatch Vendor Contracts

Run the Vendor Contract Dispatch/Print SQR Report process (POCNT100) to dispatch contracts, to run the Email Application Engine process (PO_CON_EMAIL), or to run the Contract Dispatch & Email multiprocess job (CONDISP), which runs both processes for order contracts. These processes do not apply to voucher contracts.

Create Releases

CNTRCT_SCHEDULE

Purchasing, Procurement Contracts, Add/Update Contracts, Create Releases

Add releases to the blanket order.

Review Staged Releases

CNTRCT_RLS_LINE

Click the Review Staged Releases link on the Create Releases page.

View the staged purchase order releases for this contract and make changes to them. This functionality is available only when staged releases exist.

Release Parameter

RUN_PO_POCNTRCT

Purchasing, Procurement Contracts, Stage Contract POs, Release Parameter

Run the Purchase Order Contracts process for order contracts.

PO Calculations - Run Controls

RUN_PO_POCALC1

• Purchasing, Purchase Orders, Stage/Source Requests, PO Calculations, Run Controls

• Purchasing, Purchase Orders, Stage/Source Requests, PO Auto Sourcing

Enter the run control criteria for the PO Calculations Application Engine process (PO_POCALC) and to run the process.

Create PO

RUN_PO_POCREATE

• Purchasing, Purchase Orders, Stage/Source Requests, PO Creation, Create PO

• Purchasing, Purchase Orders, Stage/Source Requests, PO Auto Sourcing

Enter the selection criteria for the Create Purchase Orders Application Engine process (PO_POCREATE) and run the process.

PO Autosourcing - Objectives

RUN_PO_AUTOSRC1

Purchasing, Purchase Orders, Stage/Source Requests, PO Auto Sourcing, Objectives

Select all of the sources from where you would like the purchase orders created.

PO Autosourcing - Options

RUN_PO_AUTOSRC2

Purchasing, Purchase Orders, Stage/Source Requests, PO Auto Sourcing, Options

Define autosource options.

PO Autosourcing - Results

RUN_PO_AUTOSRC_LOG

Purchasing, Purchase Orders, Stage/Source Requests, PO Auto Sourcing, Results

Review results of the sourcing process and drill into the sourcing workbench.

Dispatch Purchase Orders

RUN_DISP_POPO005

Purchasing, Purchase Orders, Dispatch POs, Dispatch Purchase Orders

Run the PO Dispatch/Print SQR Report process (POPO005) and dispatch purchase orders to run the Email Application Engine process (PO_PO_EMAIL) or to run the PO Dispatch & Email multiprocess job (PODISP), which runs both processes.

Contract

CNTRCT_HDR

Purchasing, Procurement Contracts, Add/Update Contracts, Contract

Enter order and voucher contract header information.

Create Releases

CNTRCT_SCHEDULE

Purchasing, Procurement Contracts, Add/Update Contracts, Create Releases

Specify the interval between vouchers and the duration of the contract to generate a schedule for the series of vouchers and to create the releases of the vouchers. The releases that you create and available options are based on the specified business unit.

Review Staged Releases

CNTRCT_RLS_LINE

Click the Review Staged Releases link on the Create Releases page.

View the staged purchase order and voucher releases for this contract and make changes to them. This functionality is available only when staged releases exist.

Release Parameter

RUN_PO_POCNTRCT

Purchasing, Procurement Contracts, Stage Contract POs, Release Parameter

Run the Purchase Order Contracts process for order contracts.

PO Calculations - Run Controls

RUN_PO_POCALC1

Purchasing, Purchase Orders, Stage/Source Requests, PO Calculations, Run Controls

Enter the run control criteria for the PO Calculations process and run the process.

Create PO

RUN_PO_POCREATE

Purchasing, Purchase Orders, Stage/Source Requests, PO Creation, Create PO

Enter the selection criteria for the Create Purchase Orders process and run the process.

Voucher Build

VCHR_BATCH_RQST

Accounts Payable, Batch Processes, Vouchers, Voucher Build

Create a run control for the Voucher Build Application Engine process (AP_VCHR_BLD) and run the process.

Contract Dispatch & Email multiprocess job (CONDISP)

Select to run the Vendor Contract Dispatch/Print SQR Report process and then the Email Application Engine process.

Vendor Contract Dispatch/Print process SQR Report (POCNT100)

Select to run only the Vendor Contract Dispatch/Print process.

Email Application Engine process (PO_CON_EMAIL)

Select to run only the Email process.

Dispatch Vendor Contracts

RUN_DISP_POCNT100

Purchasing, Procurement Contracts, Dispatch Contracts, Dispatch Vendor Contracts

Run the Vendor Contract Dispatch/Print process and dispatch contracts, run the Email process, or run the Contract Dispatch & Email job, which runs both processes for order contracts. These processes do not apply to voucher contracts.

SetID

Select the setID for the contract to dispatch. This field is required for dispatching specific contracts.

Business Unit

Select the business unit that you want to appear as a reference on the dispatch report. If selected, the business unit and address appear in the report header. The business unit is not used as part of the selection criteria.

Contract ID

Select a contract ID to dispatch a specific contract. All approved order contracts are eligible.

Vendor ID

Select a vendor to dispatch contracts for a specific vendor.

Fax Cover Page

If applicable, select a fax cover page. Identify the fax cover letters on the Fax Cover Letters page.

Test Dispatch

Select to run the process without setting the status of the processed contracts to Dispatched. The printed contracts have the word Unauthorized printed at the bottom. This enables you to test the fax server setup without actually updating the system.

Print Duplicate

Select to print the word Duplicate on each copy of the contract.

Print Copy

Select to produce a printed copy of each contract that is processed. If any of the contracts processed are by phone, email, or fax, a hard-copy is printed for review.

Voucher Build

VCHR_BATCH_RQST

Accounts Payable, Batch Processes, Vouchers, Voucher Build

Create a run control for the Voucher Build process and run the process.

Release Parameter

RUN_PO_POCNTRCT

Purchasing, Procurement Contracts, Stage Contract POs, Release Parameter

Run the Purchase Order Contracts process for order contracts.

First drop-down list box

Options are:

All Business Units: Select to stage purchase order contract releases from all PeopleSoft Purchasing business units.

Specific Business Unit: Select to stage purchase order contract releases from a specific business unit. If this value is selected, select a business unit in the Unit field.

Second drop-down list box

Options are:

All Contracts: Select to stage purchase order contract releases from all contracts.

Specific Contract: Select to stage purchase order contract releases from a specific contract. If this value is selected, select values in the SetID and Contract ID fields.

Third drop-down list box

Options are:

All PO Dates: Select to stage purchase order releases for all dates.

PO Date By: Select to stage only purchase order releases whose date is equal to the system date when you run the Purchase Order Contracts process. To stage only the releases for the current system date, set the Days From the Scheduled Run field to 0. To include releases within a number of days of the current system date, enter that number in the Days From the Scheduled Run field.

PO Date Range: Select to enter a range of dates for the purchase order release in the PO Date and Through Date fields.

PO Contract Line

PO_CNTRCT_LINE

Purchasing, Procurement Contracts, Review Contract Information, Review Contracts by PO, PO Contract Line

View contract-related purchase order line information.

Purchase Order Inquiry - Purchase Order

PO_LINE_INQ

Click the Inquire link on the PO Contract Line page.

View the purchase order.

Maintain Purchase Order - Purchase Order

PO_LINE

Click the Update link on the PO Contract Line page.

Modify purchase order information online.

Activity Summary

ACTIVITY_SUMMARY

Click the Activity Summary link on the PO Contract Line page.

Review the receiving, invoicing, and matching activities that have been performed on the selected purchase orders to date.

Item ID

Select an item on the selected contract.

PO with Contract

Select to view purchase orders that reference the selected contract. If you have also selected an item ID, the search retrieves purchase orders that reference the selected contract and item.

PO without Contract

Select to view purchase orders that do not have contracts associated with them but that contain this item. This check box enables you to view information about purchase orders for items that are on a contract but that are purchased using purchase orders that are not contract-related.

Search

Click to retrieve purchase orders that meet the selection criteria. This button becomes available after you select the PO with Contract check box or the PO without Contract check box.

Up To Dt Qty (up to date quantity)

Displays the quantity to date on the purchase order.

Up To Dt Amt (up to date amount)

Displays the amount to date on the purchase order.

Events Inquiry

CNTRCT_EVT_INQUIRY

Purchasing, Procurement Contracts, Review Contract Information, Events, Events Inquiry

View contract events.

Contract Lines (inquiry) (purchase order-related)

CNTRCT_EVT_LNS_SEC

Click the View Contract ID Line link on the Events Inquiry page.

View details about a purchase order release.

You must have selected a purchase order release line on the Events Inquiry page.

Item Description

CNTRCT_ITEM_DESCR

Click the Item Description link on the Contract Lines inquiry page (purchase order-related).

The item description link consists of the first 30 characters of the item's base-language description in the Transaction Item Description text box on the Item Description page.

View descriptions for a specific item.

Receipt Details (inquiry) (purchase order-related)

CNTRCT_EVT_LNR_SEC

Click the Receipt link on the Contract Lines inquiry page (purchase order-related).

View information about the receipt for the selected purchase order line.

Receiving (inquiry)

RECV_INQ

Click the Receipt link on the Contract Lines inquiry page (purchase order-related).

View detailed receipt information.

Voucher Details (inquiry)

CNTRCT_EVT_LNI_SEC

Click the Invoice link on the Contract Lines inquiry page (purchase order-related).

View information about the voucher for the selected purchase order line.

Voucher Inquiry

AP_VOUCHER_INQUIRY

Click the Go To Voucher Inquiry link on the Voucher Details inquiry page and Matching Details inquiry page (purchase order-related).

Search for and review information about vouchers.

Matching Details (inquiry) (purchase order-related)

CNTRCT_EVT_LNM_SEC

Click the Matching link on the Contract Lines inquiry page (purchase order-related).

View information about matching for the selected purchase order line.

Type

Displays whether the contract event is for a voucher, purchase order release, or a requisition.

Status

Displays the status of the purchase order, voucher, or requisition transaction.

Reference

Displays the text from the PO Ref (purchase order reference) field on the PO Header Details page. This field appears for purchase order event types only.

Release

Displays the release number for the release. A release is the transaction for the contract. For example, a one-year lease contract with monthly payments would have 12 releases. This field appears for purchase order event types only.

Amount

Displays the amount on the purchase order or voucher contract release or requisition.

Maximum Amount

Displays the maximum amount for the contract. Additional releases are not generated after the maximum amount is reached.

Released

Displays the amount on the contract that has been released to date.

Remaining

Displays the amount remaining on this contract. This field appears only if the maximum amount for the contract is greater than 0.

Line

References the contract line.

Amt Only (amount only)

Identifies an amount-only contract line.

Milestone Number

If applicable, identifies the milestone number that is associated with the release line.

Release Line

Identifies the release line that is associated with the referenced contract line.

Description

Displays the description that is defined for the item ID on the release line. When an item ID is not specified, the description is the ad hoc text that is entered to describe the goods purchased.

Rem Rcpt Qty (remaining receipt quantity)

Displays the quantity remaining to be received against the release line.

Sched (schedule)

Displays the voucher line schedule number.

Date

Displays the invoice date.

Sched (schedule)

Displays the voucher line schedule number.

Events Inquiry

CNTRCT_EVT_INQUIRY

Purchasing, Procurement Contracts, Review Contract Information, Events, Events Inquiry

View contract events.

Contract Lines (inquiry) (voucher-related)

CNTRCT_EVT_LNV_SEC

Click the View Contract ID Line link on the Events Inquiry page.

View details about a voucher release.

You must have selected a voucher release line on the Events Inquiry page.

Receipt Details (inquiry) (voucher-related)

CNTRCT_EVT_LNX_SEC

Click the Receipt link on the Contract Lines page (voucher-related).

View information about the receipt for the selected voucher line.

Receiving (inquiry)

RECV_INQ

Click the Receipt Inquiry link on the Receipt Details inquiry page.

View detailed receipt information.

Matching Details (inquiry) (voucher-related)

CNTRCT_EVT_LNW_SEC

Click the Matching link on the Contract Lines page (voucher-related).

View information about matching for the selected voucher line.

Purchase Order - Form (inquiry)

PO_LINE_INQ

Click the Purchase Order Inquiry link on the Matching Details inquiry page (voucher-related).

Review purchase order information such as the item, pricing, account code, vendor name, and comments.

Purchase Order - Form (inquiry)

CNTRCT_EVT_PAY_SEC

Click the Show Payments link on the Events Inquiry page.

View details about a voucher release.

You must have selected a voucher release line on the Events Inquiry page.

Amt Only (amount only)

Identifies an amount-only contract line.

Description

Displays the description that is defined for the item ID on the contract line. When an item ID is not specified, the description is the ad hoc text that is entered to describe the goods purchased.

Rem Rcpt Qty (remaining receipt quantity)

Displays the quantity remaining to be received against the contract line.

Payable

Displays the total amount remaining to be paid on the invoice.

Bank SetID

Displays the bank setID for the vendor's bank account.

Bank Code

Displays the bank code for the vendor's bank account.

Bank Account

Displays the vendor's bank that will receive payment.

Payment Reference

Displays the payment reference ID.

Payment Amount

Displays the amount of the payment.

Paid Amount

Displays the amount paid.

Payment Status

Displays the current status for the pay cycle's bank account or payment method.

Total Payment Amount

Displays the total amount of the payments for all lines.

Total Paid Amount

Displays the total amount paid for all lines.

Events Inquiry

CNTRCT_EVT_INQUIRY

Purchasing, Procurement Contracts, Review Contract Information, Events, Events Inquiry

View contract events.

Contract Lines (inquiry) (requisition-related)

CNTRCT_EVT_LNQ_SEC

Click the View Contract ID Line link on the Events Inquiry page.

View details about a requisition-related release. You must have selected a requisition-related release line on the Events Inquiry page.

Release Details (inquiry)

CNTRCT_EVT_LNP_SEC

Click the Release Information link on the Contract Lines inquiry page (requisition-related).

View details about the requisition release.

Purchase Order Inquiry - Purchase Order

PO_LINE_INQ

Click the Purchase Order Inquiry link on the Release Details inquiry page.

Review purchase order information such as the item, pricing, account code, vendor name, and comments.

Amt Only (amount only)

Identifies an amount-only contract line.

Description

Displays the description that is defined for the item ID on the line. When an item ID is not specified, the description is the ad hoc text that is entered to describe the goods purchased.

Rem Rcpt Qty (remaining receipt quantity)

Displays the quantity-remaining-to-be-received quantity for the line.

Due Date

Displays the due date of the purchase order goods.

Price

Displays the unit price of the goods on the purchase order.

Rem Rcpt Qty (remaining receipt quantity)

Displays the quantity remaining to be received for all the lines.