Associating a Purchase Order with a Purchase Agreement

Before associating a purchase order with a purchase agreement, you must ensure that:

  • The purchase order has a status that enables you to edit it. Otherwise you won't be able to associate the purchase order with a purchase agreement.
  • The Purchase Agreement field is blank. If the purchase order is already associated with a purchase agreement you will not be able to modify the Purchase Agreement field. An existing purchase order can be associated with an existing purchase agreement only once.
  • The selected purchase agreement has a status of "Active".

You can associate a purchase order with a purchase agreement as follows:

  1. Click the Purchase Orders tab.
  2. Select the purchase order that you want to associate with a purchase agreement.
  3. Click Edit.
  4. In the Purchase Agreement field, select the purchase agreement that you want to associate with the purchase order.
  5. Click Save.

After associating an existing purchase order with an existing purchase agreement:

  • Any new line that you add to the purchase order must be associated with a purchase agreement line.
  • Existing lines do not require an associated purchase agreement line. You can have associated and unassociated lines on the purchase order.
    Note: Having associated and unassociated lines on a purchase order can lead to inconsistencies. For example, unassociated lines are ignored when calculating the Amount on Order and Quantity on Order fields of the purchase agreement. This means they are not being considered when verifying if the amounts and quantities are within the limits defined for the agreement in the Maximum Amount to Order and Maximum Quantity to Order fields.

Associating a Purchase Order Line with a Purchase Agreement Line

You can associate a purchase order line with a purchase agreement line as follows:

  1. Select the required purchase order line from the Purchase Order Line Items related list.
  2. In the Purchase Agreement Line field, select the purchase agreement line that you want to associate with the purchase order line.
  3. Click Save.

When associating a purchase order line with a purchase agreement line, you must ensure that:

  • The purchase order line belongs to a purchase order that is already associated with a purchase agreement.
  • The Purchase Agreement Line field is blank. If the purchase order line is already associated with a purchase agreement line you will not be able to modify the Purchase Agreement Line field. An existing purchase order line can be associated with an existing purchase agreement line only once.
  • The selected purchase agreement line belongs to the purchase agreement associated with the purchase order.
  • The selected purchase agreement line has a status of "Active".
  • The purchase order line and the selected purchase agreement line have the same values for the Line Type, Category, and Condition fields.
  • If the purchase order line is of type Item or Capital Equipment, both the purchase order line and the selected purchase agreement line have the same value for the Item Being Procured field.