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:
- For purchase requisition lines, status should be Planned, Released,
Authorized or Partially Authorized.
- For purchase order lines, purchase order status should be Planned
or Released.
- A phrase revision should exist for considered dates of source line in
status Active (purchase order line: promised delivery date,
purchase requisition line: wanted receipt date).
- Phrase connection rule items that match with source line parameters
(Site, Part, Supplier, Commodity, Project, Sub Project
and Activity) must exist.
To be able to click Create/Edit Procurement Clauses:
- For purchase requisition lines, status should be Planned, Released,
Authorized or Partially Authorized.
- For purchase order lines, purchase order status should be Planned.
- To connect an existing phrase, phrase revision must exist in status
Active.
- To connect an existing phrase, the connected procurement clause type should
have the Manual Connection Allowed option enabled.
- To disconnect an existing phrase, connected procurement clause type should
have the Manual Disconnection Allowed option
enabled.
To be able to click View Procurement Clauses:
- Source line should have at least one procurement clause phrase connection.
System Effects
As a result of using the Generate command:
- Predefined procurement clause phrases are connected to source line according
to rules defined in phrase connection rules under a new connection ID.
- The Created Date/Time field is automatically updated
with SYSDATE and the Created By field is set as empty.
- The Active Connection option is enabled by default.
- The Activated Date/Time field is automatically updated
with SYSDATE and the Activated By field is set as empty.
- A valid procurement clause phrase revision is fetched after evaluating
source line dates (purchase order line: promised delivery date, purchase
requisition line: wanted receipt date).
As a result of using the Create/Edit Procurement Clauses command:
- A procurement clause phrase is manually connected to a source line. The
Created Date/Time and Created By fields
are automatically updated with SYSDATE and current user ID.
- The User Created option will be enabled by default
and read only.
- If the Active Connection option is enabled, phrase
will be included in printed documents (purchase order report, purchase order
changes report). The Activated Date/Time and Activated
By field are automatically updated with SYSDATE and current user
ID.
- If the Active Connection option is disabled from a
connection, the Deactivated Date/Time and Deactivated
By fields are automatically updated with SYSDATE and current user
ID.
- If the Show in Receipt option is enabled, phrase will
be visible in the Phrase Connections assistant
opened in view mode and on the Receipt and
Analysis Result pages.
There are no system effects for using the View Procurement Clauses
command.