Viewing Agreements in PeopleSoft Fluid

eSettlements My Agreements pages in PeopleSoft Fluid allow external Supplier users to review details of agreements, accept agreement at a mass or individual level, update agreements or cancel agreements. In addition, PeopleSoft Fluid allows Supplier users to configure the pre-delivered notifications processes.

Page Name

Definition Name

Usage

My Agreements Page

EM_AGREE_SUM_FL

Accept or maintain Agreements.

My Agreements Details Page

EM_AGREE_DATA_FL

Review an individual agreement, accept, update, or cancel an agreement.

Notifications Page

EM_AGREE_NOTFY_SCF

Modify pre-delivered notifications.

Use the My Agreements page (EM_AGREE_SUM_FL) to accept or maintain Agreements.

Navigation:

Supplier Secure Homepage > Invoices and Payments > My Agreements

This example illustrates the fields and controls on the My Agreements page. You can find definitions for the fields and controls later on this page.

 My Agreements Page

Field or Control

Description

Personalize icon

You can use the Personalize icon on each grid to reorder/ hide columns and sort columns by order.

For more information, see PeopleTools Applications User’s Guide, “Working With the PeopleSoft Fluid User Interface", Working with Fluid Pages and Controls.

Buying Organization

Displays the name of the Buying Organization.

Agreement Status

Displays the agreement status. The status indicates a Buyer has created or modified the agreement, and notified the Supplier that their acceptance on the agreement is required.

Supplier Name

Displays the name of the Supplier.

Location

Displays location of the Supplier.

Payment Terms

Displays the Supplier payment that exist on the agreement.

Accept

Select to accept one or more agreements.

Note: You must select one ore more rows before you select the Accept button.

Select a row to review an individual agreement, accept, update, or cancel an agreement.

Use Filters to filter for agreements based on Buying Organization, Agreement Status, Supplier, and Supplier Location.

Use the My Agreements Details page (EM_AGREE_SUM_FL) to review an individual agreements, accept, update, or cancel an agreement.

Navigation:

Supplier Secure Homepage > Invoices and Payments > My Agreements. Select an Agreement row.

This example illustrates the fields and controls on the My Agreements Details page. You can find definitions for the fields and controls later on this page.

 My Agreement Details page

Field or Control

Description

Accept Agreement

Select to accept the Supplier's terms and finalize the agreement, and enable processing to commence.

Note: When the Agreement status is Ready for Review for the Supplier, only the Accept Agreement button will be displayed.

Cancel Agreement

Select to cancel an Agreement. This button is displayed only if an agreement has already been accepted and the Supplier user wants to cancel the agreement.

Customer Reference ID

Enter a reference ID for the agreement.

Remit Supplier Used

Select this check box to use an alternate remit to Supplier.

Supplier Name

Enter the name of the Supplier. This field is available only if the Remit Supplier Used check box is selected.

Remit to Location

Enter the name of the Supplier location. This field is available only if the Remit Supplier Used check box is selected.

Supplier Comments

Enter any comments relevant to the agreement.

Payment Terms

Select the Effective Date and a Payment Terms ID.

The Payment Terms fields are available only if the Buyer has selected the option to allow Supplier Terms Override on the Master Agreement.

Buyer Agreement Details

The Buyer Agreement Details provide additional details about the agreement. This information is display-only.

Save

Select to save any changes made to the agreement.

Notifications

Select to access the Notifications page view and modify the pre-delivered notifications. For more information, See Notifications Page

Use the Notifications page (EM_AGREE_NOTFY_SCF) to modify pre-delivered notifications.

Navigation:

Supplier Secure Homepage > Invoices and Payments > My Agreements. Select an Agreement row, and then select the Notifications link.

This example illustrates the fields and controls on the Notifications page. You can find definitions for the fields and controls later on this page.

 Notifications page

Suppliers can modify the pre-delivered notifications allowing them to configure what processes generate a notification as well as how they wish the routing of those notifications to be sent.

Field or Control

Description

Notification Type

Displays a list of nine different pre-delivered notifications.

Select or deselect the check boxes to turn on and turn off the notifications.

Routings for <Notification Type>

Displays the details of the notification for the corresponding Notification Type selected.

Specify Overrides

Select to override the notification parameters.

Days Before Sending Reminder

Enter the number of days to send a second reminder email after a first reminder. This field is applicable for Invoice Load — Errors and Cash Collection Notification Types only.

Late Payment Days

Enter the number of days after the due date the Supplier wishes to send a payment reminder email. This field is applicable for Cash Collection Notification Type only.