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Administrator Guide
Last Updated: 2023-06-23
Add or Update Project-Based Service Lines on Supplier Contracts

Add or Update Project-Based Service Lines on Supplier Contracts

  • Add information to the supplier contract header.
  • Define these elements for project-based service lines:
    • Project
    • Phases
    • Tasks
  • Create supplier contract types with either
    Manual Supplier Invoices
     or
    Manual Purchase Orders
    . You can't include project-based service lines when supplier contract types include
    Scheduled Supplier Invoices
     or
    Scheduled Purchase Orders
    .
  • Security: Configure the
    Process: Supplier Contract - Create/Edit
     domain in the Supplier Contracts functional area.
Include project-based service lines in supplier contracts with
Manual Invoices
 and
Manual Purchase Orders
 supplier contract types.
  1. Access the
    Create/Edit Supplier Contract
     task.
  2. From a supplier contract, access the
    Project-Based Service Lines
     tab and click
    Add
    .
    Option Description
    Line Number
    Specify a
    Line Number
     for this line up to 5 alpha-numeric characters in length.
    Line numbers display in the
    Business Document Lines
     column for purchase order and supplier invoice installments.
    On Hold
    Select to hold transactions from processing against the line.
    The
    Line Extended Amount
     calculation in the contract header includes
    On Hold
     lines.
    Project
    Select a project.
    Spend Category
    Enter a spend category to associate the project with account posting rules and provide details for invoices and purchase orders.
    Memo
    Create memos specific to the contract line.
    Dates
    Enter a
    Start Date
     or
    End Date
     if it differs from the contract header start or end date.
    Retention
    Check
    Retention
     to designate this line for retention and specify a
    Percent to Retain
     on the
    Retention Terms
     tab.
    Worktags
    Specify
    Worktags
     for reporting and accounting purposes.
    Phase
    Select 1 or more phases associated with the project.
    Task
    Specify tasks related to the project phase.
    Task Start Date/End Date
    Specify the
    Start Date
     and
    End Date
     if the line has different dates than the supplier contract header.
    Subtasks
    Provide a
    Description
     and
    Amount
     for each subtask.
  • Submit the supplier contract to route and process it for approval.
  • Create contract installment schedules.
  • Create purchase orders from a supplier contract.
  • For
    Manual Invoices
     supplier contract types, access the
    Supplier Invoice Workbench
     task to select contract lines for supplier invoices.
  • Remove the
    On Hold
     status from supplier contract lines with a supplier contract amendment. You can use the
    Change
     related action from approved supplier contract lines that have no transactions generated against them.
  • If matching supplier invoices to supplier contracts, you must create the invoice from the Supplier Invoice Workbench.