Update Order Prices from Supplier Agreement
Explanation
This activity is used to update the prices on existing purchase order lines
that uses the agreement as a price source with new prices defined in the agreement.
You can choose which order lines to update based on criteria such as line
status and a specified date range for the order date, receipt date, or delivery
date. You can also decide only to update the Planned orders. Any lines with the price freeze flag enabled will be excluded from the
update. If there are open change orders for a purchase order, the price
update will be done on the change order line rather than directly on the
purchase order line.
Authorized orders will be updated based on the setting in the purchase
order authorization rule.
Note that:
- Only the order lines that has an existing reference to the agreement
will be updated.
- For group agreements, orders on all valid sites will be updated (provided
that the user initiating the job has access to all sites).
- For agreements valid for a supplier hierarchy. Orders related to both
the agreement supplier and all subordinate suppliers will be updated.
- As the new agreement price is considered confirmed both externally
and internally there will be no new revision created for the purchase
order.
Prerequisites
- You must have a supplier agreement in a state where the agreement is
valid for purchasing. That means either in status Active or if the
status is Negotiate and the setting Effective while Negotiating
is enabled.
- For any orders to be updated, the price on at least one agreement part
line should have been updated.
System Effects
The update job will be triggered for the agreement part lines with a Latest Price Update date later
than the Include Lines Modified After date defined for the job and
where the Exclude from Order Update is not enabled:
-
The price will be updated on all purchase order lines that refers
to the agreement line and where:
- The status of the order line matches the conditions defined for
the job
- The order, planned receipt or planned delivery date of the order line falls within the defined valid from/to period for the job.
- Authorized order lines will be updated if the authorization rule
allows automatic updates from agreements
- There are no open purchase order change order
- The price freeze flag is not enabled
- The price will be updated on all purchase order change order lines
that refers to the agreement line and where:
- The status of the order line matches the conditions defined for
the job
- The status of the change order is Planned, Released or Authorized
- The order, receipt or delivery date of the order line is within
the valid from/to period defined for the job
- Authorized change order lines will be updated if the authorization
rule allows automatic updates from agreements
- The price freeze flag is not enabled
Note that the automatic update of prices through this job will not
generate a new purchase order revision. It should be the implicit understanding,
both internally and externally, that the price updates based on agreements are
already agreed upon.