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.