The Agreements page of the Buyer's Work Center supports two basic Oracle Purchasing document types: the Global Blanket Purchase Agreement and the Global Contract Purchase Agreement. See Purchase Order Types for more information.
Entering Purchase Agreement Information
From the Agreements page of the Buyer's Work Center navigate to the Create Blanket Purchase Agreements page, or the Create Contract Purchase Agreements page by selecting a style from the Create list and then clicking Go.
If you need to modify an existing agreement, then click the Agreement Number to display it on the Blanket Purchase Agreements page, or the Contract Purchase Agreements page. Click Update to make your changes. You can change the emphasis of page by clicking Headers, Lines, or Controls.
Select the Agreement Header tab to enter general information about the entire agreement:
Enter agreement header information: Operating Unit, Supplier, Supplier Site, Supplier Contact, Communication Method, Buyer, Amount Agreed, Currency, Effective From and To dates, and Description.
When a release or purchase order is created, the system verifies if the total released amount is within the BPA header level Agreed Amount limit. If not, the system displays an error message, asking you if you wish to correct the difference or continue. Additionally, at the line level, the system verifies if the released line amount is within the BPA line level Agreed Amount limit. If not, the system displays an error message, asking you if you wish to correct the difference or continue. Thus you may not proceed until the release or purchase order amount is less than the Agreed Amount at the document level or line level.
See Entering Purchase Order Headers for more information.
Enter agreement terms information: Bill-To Location, Payment Terms, Pay On Receipt, Required Acknowledgment, Acknowledge By, Amount Limit, Default Ship-To, Ship Via, Freight Terms, FOB, and Transportation Arranger, Supply Agreement.
Select Supply Agreement if you want Oracle Supplier Scheduling to communicate releases against this blanket purchase agreement (BPA or GBPA) to suppliers. Supplier Scheduling can communicate releases against a blanket purchase agreement only when this option is selected.
Supplier Scheduling can also communicate standard purchase orders against a Global BPA when this option is selected in Global BPA.
See Entering Purchase Order Details Informationfor more details.
Enter agreement attachments are entered by clicking Add Attachments.
See Attaching Notes to Purchasing Documents for more information.
Optionally enter a Note to Supplier or a Note to Receiver.
See Entering Purchase Order Details Information for more information.
See Using Agreement Actionsfor details on what you can do to your agreement.
Select the Agreements Lines tab to enter details about the items on this agreement:
Note: There are no lines on a contract purchase agreement.
To add lines from the catalog, select From Catalog in the Add Lines list and click Go. To add lines from your favorites list, select From Favorites in the Add Lines list and click Go.
For details see the online help for the selection.
Enter line details: Type, Item/Job, Description, Category, Unit of Measure (Unit), Price, and Expiration date. To expand the line to full page view click the Actions Update icon.
When a release or purchase order is created, the system verifies if the total released amount is within the BPA header level Agreed Amount limit. If not, the system displays an error message, asking you if you wish to correct the difference or continue. Additionally, at the line level, the system verifies if the released line amount is within the BPA line level Agreed Amount limit. If not, the system displays an error message, asking you if you wish to correct the difference or continue. Thus you may not proceed until the release or purchase order amount is less than the Agreed Amount at both the document level or line level.
In Oracle iProcurement, you can define a descriptor to be either internal or external. A buyer can see both internal and external descriptors. For a supplier (who can access the agreement), only external descriptors are visible and accessed. Internal descriptors are used by the buying organization to store confidential or internal use informations.
If Oracle Work in Process is installed, you can select the Outside Processing (OSP) line type when you create blanket purchase agreements or global blanket purchase agreements.
See Entering Purchase Agreement Information for more information.
In the line details page of the Agreement, the descriptors that are associated to the Job - Purchasing Category - Shopping Category are shown on the page along with Job/Item related details. The descriptors are differentiated and are displayed separately in the line details page.
When the agreements are created from RFQ (negotiation) documents, the descriptors along with their values are defaulted in the agreement lines.
A Blanket Purchase Agreement for rate based temp labor lines can be created without any backing requisitions, sourcing events, or other documentation. You can specify a shopping category in the BPA line details page and the system also ensures that the descriptors associated to the Job Purchasing and Category Shopping combination in the GBPA document show in the line details page along with the descriptor values.
In the Action column for each line you can click icons to Update, Split, or Delete.
See Using Agreement Actionsfor details on what you can do to your agreement.
Select the Agreements Control tab to enter control details for this agreement:
Define operating unit access by selecting a Purchasing OU and Purchasing Site for a Requesting OU.
See Enable Organizations For A Global Agreement for more details.
For a global blanket purchase agreement, you can select multiple requesting and purchasing operating units.
Enable Automatic Processes for your blanket purchase agreement by selecting:
Enable Automatic Sourcing
For blanket purchase agreement or global blanket purchase agreement, if the Enable Automatic Sourcing option is selected, then Sourcing rules are created for outside processing item. If the Update Sourcing Rules and Assignments option is selected, then existing sourcing rules are updated for the outside processing item.
Update Sourcing Rules and Assignments
See Enter Additional Optionsfor more information.
Enable Retroactive Pricing for your blanket purchase agreement by selecting:
Apply Price Updates to Existing POs
Communicate Price Updates
See Enter Additional Options for more information
Select the Enable All Sites check box to enable global contract purchase agreements for all valid purchasing sites. This option helps buyers, as they need not manually select purchasing sites for each global contract purchase agreement. You can select this check box for incomplete global contract purchase agreements only. Standard purchase orders in Buyer Work Center with same supplier but different supplier site can reference global contract purchase agreement with enable all sites option as source documents.
Enter Notification Controls for this agreement by entering Condition, Warning Delay, Percent, Amount, Effective From date, and Effective To date.
See Entering Purchase Order Notification Controls for more information.
See Using Actionsfor details on what you can do to your agreement.
Specify approval options for the agreement.
When you create or update an agreement, you can select the approval path that Oracle Purchasing must use for the agreement approval, approver, and add justification reason for the approval.
For AME enabled global blanket purchase agreements, the Approval Options page displays the AME Approval region. Depending on the AME setup, the Approvers region includes persons who are approvers, reviewers, and signers. In the Add Adhoc Approver region, buyers can select additional approvers and specify their position in the approval chain using insertion point. To add a person for e-signature, you can select an existing signer and must add that person before or after the existing signer. In the Add Ad-hoc Approver region, you can select ad-hoc approvers or individuals for e-signature. You cannot select reviewers. Only if a person is added in the post or after post approval group, then that person is recognized as the signer. You can identify reviewers and signers in the Approvers region using the action type. Signers are associated with the post-chain-of-authority approvals action type. Reviewers are associated with the Production rule action type.
See Using AME for Purchase Order Review, Approval, and Multiple E-Signatures for more information.
You can take the standard actions of Cancel, Save, Approval Options, and Submit by clicking one at the top or bottom of the page. .
Note: Cancelis used to return to the Summary page.
From the Actions list you can select (depending on the status of your agreement and the page you are viewing) the following:
Delete
Enable Catalog Administrator Authoring
Enable Supplier Authoring
Validate Document
Verify agreements before submitting them for approval. This action performs validation checks and displays errors or warnings, but does not submit the document for approval. The Validate Document action is available when you update agreements.
Change Amount
SeeModifying Encumbered Documents Without Unreserving in Buyer Work Center for information on using the Change Amount action to modify an encumbered purchase order document without un-reserving the document,
Place on Hold
Duplicate with Attachments
Duplicate without Attachments
If the PDF option is enabled, you can select View PDF to see the formatted purchase order as it will be communicated to the supplier.
If Oracle Procurement Contracts is implemented you can select Add Contract Terms and Manage Related Contracts.
Click Go after your selection. See Purchase Order Tools Menu Options and Purchase Order Inquire Menu Optionsfor details regarding these actions .
View Action History
If the global blanket purchase agreement is AME enabled, then the Action History page displays the Current/Pending Approvers region, which shows the AME Sequence No, Person name, and Approver Type of current or future approvers. Depending on the status of the order, you can view the following actions for the AME enabled document:
Review Accepted
Review Rejected
Approve and Forward
Signer Rejected
First Reminder
Second Reminder
Timed Out
The application records the First and Second Reminder and if there is no response from the approver after the two reminders, then the action is recorded as Timeout and the supervisor of the approver is notified.
View Accounting
You can view the budgetary postings of encumbered agreements using the 'View Accounting' action in the Agreements pages of Buyer Work Center. The Accounting Entries related to incremental or decremental changes to order's budget value can be viewed from the agreement document. You need not log in to the Oracle General Ledger responsibility to drill-down to view subledger details. When you select the View Accounting action, the Subledger Journal Entry Lines page appears that displays all postings that happened for the order document. The entries during reserving of order and incremented or decremental changes to the agreement can viewed on this page.
See
Entering Purchase Order Headers
Entering Purchase Order Details Information