Defining purchasing contracts - HxGN EAM - 12.0.1 - Help - Hexagon

Purchasing Contracts detail agreements with specific suppliers for certain parts.

1. Open the Purchasing Contracts form.

2. Click New Record.

3. Specify this information:

   Organization - Specify the organization to which the purchasing contract belongs if you use multi-organization security.

   Purchasing Contract - Specify a description of the purchasing contract in the adjacent field. A purchasing contract number is assigned after you save the record.

   Status - Select a status for the purchasing contract.

   Option	Description
   Unfinished	Select if the contract is editable and has not been approved. While system status is Unfinished, all fields are editable except Purchasing Contract, Organization, Supplier, Language, Currency, Printed, and Copy From.
   Approved/Active	Select if the contract has been approved. In order to be considered active, it is not required for the contract to be approved, however the system date must be in the range created by the start and end dates.
   Cancelled	Select if the contract no longer effects purchase order changes.

   Contract Class - Specify the contract class for the purchasing contract.

   Supplier - Specify the supplier for the purchasing contract.

   Language - Select the language for the purchasing contract.

   Currency - Select the currency for the purchasing contract.

   Store - Specify the store to which items on the purchasing contract should be sent.

   Person Responsible - Specify the name of the employee responsible for the purchasing contract.

   Start Date - Specify the starting date for the purchasing contract.

   End Date - Specify the ending date for the purchasing contract.

   Supplier Reference - Specify the reference number for the supplier.

   Contact - Specify the name of the contact person for the purchasing contract.

   Copy From - Specify an existing purchasing contract to copy.

   The Copy From contract must have the same Currency as the new contract.

   Renewal Date - Specify the renewal date for the purchasing contract.

   Own Contract - Select if the contract originated internally. Leave unselected if the contract originated externally (with the customer).

4. Optionally, select the Printed check box on this form, and then the Printed check box on the reports form will be selected to indicate that the contract has been printed.

5. Click Save Record.