Connect Procurement Clause

Explanation

This activity is used to connect procurement clause phrase to a source line. This activity is usually handled by the operational staff of the procurement department.

To create connections, click Procurement Clauses and then either Generate or Create/Edit Procurement Clauses.

Click Generate command for source lines to create procurement clause phrase connections for source lines using pre-defined phrase connection rules.

Click Create/Edit Procurement Clauses command for source order line to open the Phrase Connections assistant. You can create two types of manual connections using this assistant.

The first type is connection of a pre-defined phrase to the source order line. This can be done by creating a new item in the Phrase Connections assistant and selecting a phrase from the list of values (LOV) selector in the Phrase field. If an active revision exists for considered dates of source line (purchase order line: promised delivery date, purchase requisition line: wanted receipt date), that revision will be picked to the connection line along with phrase text in relevant language.

The second type of connection is a one-off text without a pre-defined phrase. This can be done by creating a new item in the Phrase Connections assistant and directly writing down the phrase text that should be printed on documents in the Phrase Text field. Changes to the text are accepted until the Active Connection option in the connection line is enabled. You can enable Show in Receipt if the phrase should be visible when receiving the purchase order line.

Manually created lines are only printed on documents if the Active Connection option is enabled on phrase connection line. Deletion of a connection is only allowed until Active Connection is enabled. If a line should not be included in printed documents, Active Connection should be disabled.

You can click View Procurement Clauses on source line to view connected procurement clause phrases. If viewed from the Receipt or Analysis Result page, only active connections having the Show in Receipt option enabled are shown.

Prerequisites

To be able to click Generate:

To be able to click Create/Edit Procurement Clauses:

To be able to click View Procurement Clauses:

System Effects

As a result of using the Generate command:

As a result of using the Create/Edit Procurement Clauses command:

There are no system effects for using the View Procurement Clauses command.