The following actions can be performed in an Acquisition Plan Summary page:

• Delete: You can delete draft Acquisition Plan Summary documents. However, if the document is approved or signed, you cannot delete it. You get a warning message when you select Delete from the Actions LOV and click Go. The message asks you if you really want to delete the Acquisition Plan Summary <version number>? Select Yes or No, depending on your preference. If you select Yes, the Acquisition Plan Summary gets deleted.

• Cancel: The status of the Acquisition Plan Summary changes to Cancelled if you select the Cancel action from the Actions LOV. The Cancel Acquisition Plan Summary page displays, where you can enter a Cancellation reason. When an Acquisition Plan Summary is cancelled, you cannot make further updates to it anymore.

• Validate: This action ensures that the Acquisition Plan Summary you created conforms to all the rules governing Acquisition Plan Summary creation. Select Validate from the Actions LOV and click Go. The system validates the document and shows the results in the Validation Results page. Total Messages, Errors and Warnings are displayed in numbers at the top of the page. Below these numbers, the details of the problems and the suggestions to rectify them are displayed. You will need to fix errors (example, missing Effective Date) before proceeding. You may or may not fix warnings that are displayed as a result of the validation. Click the Return to Acquisition Plan Summary link at the bottom of the page to return to the Acquisition Plan Summary page.

• Duplicate: Use the Duplicate action if you wish to copy an existing Acquisition Plan Summary. When you select Duplicate and click Go, the Duplicate page displays. You can enter a new name and description for the document. You can opt to Apply and Add Details or simply click Apply to save your changes. If you click Apply, you get a confirmation message that the document has been created successfully; the main page displays and you can view your copied Acquisition Plan Summary document along with the other documents. If you click Apply and Add Details, you get a confirmation message that the document has been created successfully and you will immediately be able to edit the newly created document; the tabs (Suppliers, Milestones, Documents, Notes, History) appear on the page and you can enter the details for the newly copied Acquisition Plan Summary document.

• Manage Approvers: The Manage Approvers page lists the existing approvers for the Acquisition Plan Summary. It also enables you to add an ad-hoc approver as and when required. Click the plus (+) sign next to the Add Ad-Hoc Approver label and the following information displays: Select an Approver Type and an Approver Name from the lists of values. Then you can select a category of approver and an Insertion Point (before or after current approver).

• Sign: When you select Sign, the system first validates the Acquisition Plan Summary and shows you the results in the Validation Results page. You must fix any errors that display on this page before proceeding with the signature process. If you have fixed the errors and are ready to proceed, click Continue to display the Sign Acquisition Plan Summary page. Enter relevant data in the Signed By and Signed Date fields and click Apply to return to the Acquisition Plan Summary page.

  Note: When the document is signed, all milestones are activated and are ready for tracking and closure. Active Milestones are displayed in Manage Milestone region of Acquisition Plan Summary home page.

• Submit for Approval: Use this action to obtain approval for your Acquisition Plan Summary. The History tab enables you to see the list of approvers for your Acquisition Plan Summary document. When you submit for approval, a notification goes out to the approvers, they can approve, reject or forward the document to other users. Please note that the document is sent for approval first. When the document is approved, it can be signed by you and the supplier.

• View Action History tracks all the action that has taken place on the Acquisition Plan Summary. The three regions in the View History page are:

  • Approval Action History - the approval action history, for example, if the Acquisition Plan Summary got accepted or rejected

  • Signatures History - the list of signatories for this Acquisition Plan Summary

  • Versions - The Acquisition Plan Summary starts with version 1. Every subsequent iteration of the document will be listed with an incremented version number in this region. For example, you have revised the Acquisition Plan Summary shortly after it has been approved. Thus, the version number of the Acquisition Plan Summary is incremented to 2.

• View Contract File: You can opt to see the Contract File that is associated to the Acquisition Plan Summary via a purchase requisition or solicitation. When you select the View Contract File action and click Go, the Contract File Search page displays and you can find a Contract File. Click on the Contract File Number link to open the relevant Contract File. The left pane of the page displays the outline of the Contract File. The right pane of the page displays the actual document information that you have clicked on. For example, if you clicked a solicitation in the left pane, the solicitation information displays in the right pane. The Planning folder in the left pane displays your Acquisition Plan Summary. Please refer to the Contract File chapter in this guide for more information.