Use the Manage Related Contracts action in the Actions dropdown to associate your purchasing document (purchase order, GBPA, CPA) to a contract in Repository Contracts. The Related Contracts page displays related contracts in a table and extended contract relationships in a Contract Hierarchy.

Related Contracts allows drill down on contracts by clicking on Contract Number. Contracts that you do not have access to view will still display with summary and contact information but lack hyperlink access for drill down.

You can access those contract repository contracts that are in the operating units which you have access to.

Contracts can be related regardless of status or effectivity dates. Contracts may have more than one master contract defined in the Related Contracts table.

To add a new related contract, click the Add Related Contracts button to open the Search page, and specify search criteria to display contracts that you want to associate to your purchasing document. While you can access only those contracts from Repository Contracts that you have been granted access to, you can relate these contracts regardless of Operating Unit, status, effectivity date, or Party Name, as long as the Intent is BUY or OTHER.

Add Related Contracts displays one or more contracts that meet your search criteria. Select one or more contracts by clicking the Select checkbox(es), choose a Related By value using the Related As dropdown, and click the Relate Contracts button.

Six of the Related As values imply a hierarchical relationship (such as parent or child) and seven do not. These are: Parent Contracts

• Master

• Umbrella

• General Contract

Child Contracts:

• Release

• Governed By

• Subcontract

Relationships with no implied hierarchy

• References

• Referenced By

• Renews

• Renewed By

• Replaces

• Replaced By

• Related

To clarify, certain Related By values are not available. GBPA and CPA can not relate to a contract using a child relationship. Only Purchase Orders that do not reference a GBPA or CPA can relate to a contract as a Master, Umbrella, or General Contract.

When you add a related contract, the related contract will display both in the context of the current document and also when viewing the Repository Contract contract that is being related, through its own list of Related Contracts. In addition, each Related As value is paired with another Related As value to describe parent/child relationships clearly. Below are the pairs created with Related As values:

• If Contract A relates Contract B as Master, then Contract B relates Contract A as Release.

• If Contract A relates Contract B as Umbrella, then Contract B relates Contract A as Governed By.

• If Contract A relates Contract B as General Contract, then Contract B relates Contract A as Subcontract.

• If Contract A relates contract B as References, then Contract B relates Contract A as Referenced By.

• If Contract A relates Contract B as Renews, then Contract B relates Contract A as Renewed By.

• If Contract A relates Contract B as Replaces, then Contract B relates Contract A as Replaced By.

• If Contract A relates Contract B as Related, then Contract B relates Contract A as Related.

Contract Hierarchy

Click the Contract Hierarchy link below the Related Contracts table to view the hierarchical structure of the related contracts. A hierarchy table displays, that shows you the related contracts, along with a triangle widget to expand (or collapse) any contracts that contain additional related contracts of their own. The Contract Hierarchy allows you to review related contracts multiple levels away from the current contract. As in Related Contracts, click a Contract Number link to view the contract details of any contract you have access to.

The Contract Hierarchy initially displays the Purchasing document followed by its related contracts. If desired, click on Show Hierarchy for one of the rows to repopulate the Contract Hierarchy with the selected contract displayed as the new root contract (displayed on the first row). By clicking Show Hierarchy on a contract that is a parent contract you can view the Contract Hierarchy from the perspective of that contract, such as to show a Master Contract followed by all its related contracts.

Purchasing Documents do not have one-up relationships with Contract Repository contracts. Thus, Contract Repository contracts are at the top of the hierarchy, and the purchasing documents are usually peers to the repository contracts or below them in the hierarchy.

Click the link called Return to Update Standard Purchase Order so that you can navigate back to the Purchase Orders page.

For more information on creating contracts, and associating them to purchasing documents, please refer to the Oracle Procurement Contracts Implementation and Administration Guide and the Oracle Contracts Implementation and Administration Guide.