Creating Purchase Agreement Lines
To add a new line to a purchase agreement:
- On the purchase agreement record page, click the Line Items tab.
- Click
.
- In the added row, double-click the Record Type column and enter a record type for the line that you are adding.
- Depending on the type of line that you selected in the previous step, do one of the following:
- If you selected the "Item" or "Capital Equipment" line type, enter an item in the Item column.
- If you selected the "Description" line type, enter a description in the Description column.
- If you selected the "Category" line type, enter a category in the Category column. Only product groups that are marked as categories are displayed in the drop-down list. For more information see, Marking Product Groups as Categories for Indirect Procurement.
- Enter the unit cost in the Unit Cost column.
- [Optional] Complete the rest of the fields as needed. For more information about these fields, see Purchase Agreement Fields.
- Click Save.
Editing Purchase Agreement Lines
To edit an existing line:
- Double-click the cell you want to edit and enter a new value.
- Repeat the previous step for each field that you want to modify.
- Click Save.
Cloning Purchase Agreement Lines
To clone lines:
- Select the lines that you want to clone.
- Click
.
- Click Save.
Deleting Purchase Agreement Lines
To delete lines:
- Select the lines that you want to delete.
- Click
. A confirmation message displays.
- Click Delete.
- Click Save.
Considerations for Creating Purchase Agreement Lines
Several validations and restrictions have been applied to ensure certain prerequisites for the purchase agreement line are met.