Field
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Description
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Header
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Agreement Number
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Number of the agreement
This field is automatically filled by the CIP m_pck_po_custom.gen_order_number when
calling this dialog. If the CIP does not return any value, the inquiry (based on the
quote summary) is copied over as the agreement number.
The default number can be overwritten.
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Agreement Type
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If it's a purchase order agreement, the available types are:
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Blanket Order
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Purchase Order
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Notice of Commitment
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Notice to Proceed
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Field Order
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Rental Order
If you create the agreement for CWH, FIM or warehouse, only Purchase Order type is
available. For manual agreements and for agreements based on inquiry-only quotes,
not all types are available.
If it's a subcontract agreement, the available types are:
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Master Agreement
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Subcontract
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Notice of Commitment
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Notice to Proceed
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Service Agreement
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Work Order
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Short Description
|
Agreement short description
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Description
|
Agreement description
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Client Agreement Number
|
Optionally, enter a client agreement number if required.
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Origin
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The name of the office that is responsible for the agreement.
The origin assigned to project default ZX_ORIGIN is used as the default value. If
the agreement is created from a requisition, the origin is copied from this requisition.
You can change this default value by selecting a value from the list.
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Issued By
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The name of the office that has issued the agreement.
The origin assigned to project default ZX_ORIGIN is used as the default value. You
can change this default value by selecting a value from the list.
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Number Rule
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You can select a number rule from the Number Rule list, to be applied when you click the Generate Number button.
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Supplier
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Supplier
|
Name of the supplier of this agreement
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Company Name
|
Supplier's company name
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Contact
|
Code of supplier's contact person
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Name
|
Name of supplier's contact person
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Country
|
Supplier's country of origin
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Responsibilities
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Buyer
|
Responsible buyer of the agreement.
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Expediter
|
Name of the expediter assigned to this agreement.
If you select an agreement template, expediter is copied from there.
-
Expediter is not displayed on agreements of type 'Subcontract'.
-
If project default ZX_PRIVREQ is set to Y, you can only assign an expediter if you
have the ASSIGN EXPEDITER privilege.
-
Only users with the EXPEDITER privilege can be selected.
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Traffic
|
Name of the traffic coordinator assigned to this agreement.
If you select an agreement template, traffic coordinator is copied from there.
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Section
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Section assigned to this agreement.
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Financial Details
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Currency
|
Currency used on the agreement.
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Pricing Type
|
Pricing type assigned to this agreement.
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Payment Type
|
Payment type assigned to this agreement, with the available values:
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Schedule of Values
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Measured Quantity
-
Milestone Progress
If project default ZP_SMINCPO is not set to Y, Payment Type is only displayed on
agreements of type 'Subcontract'.
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Account Code
|
The account code assigned to this agreement.
If the project default ZJ_USE_AC is set to Y (using the Account Code module), you
cannot enter the account code here.
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Delivery Details
|
Routing Method
|
The name of the routing method assigned to the agreement.
Not displayed on agreements of type 'Subcontract'. If project default ZP_RM_MAND
is set to Y, routing method is mandatory and must be entered.
|
Point of Origin
|
Point of origin for the supplier.
If you select an agreement template, point of origin is copied from there.
Not displayed on agreements of type 'Subcontract'.
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ETA Site
|
ETA (estimated time of arrival) date for which the delivery to site has been forecasted.
Not displayed on agreements of type 'Subcontract'.
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Post Agreement
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Expediting Level
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Expediting Level is copied from requisition or inquiry, depending on selected option.
If you select an agreement template, expediting level is copied from there.
Not displayed on agreements of type 'Subcontract'.
|
Inspection Level
|
Inspection Level is copied from requisition or inquiry, depending on selected option.
If you select an agreement template, inspection level is copied from there.
Not displayed on agreements of type 'Subcontract'.
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Criticality Level
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Criticality Level is copied from requisition or inquiry, depending on selected option.
If you select an agreement template, criticality level is copied from there.
Not displayed on agreements of type 'Subcontract'.
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Others
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Agreement Template
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Optionally, you can select any existing agreement as a template for the new agreement.
The following agreement header values will be copied from the template:
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Point of Origin
-
Country Code
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Expediter
-
Traffic
-
Expediting Level
-
Inspection Level
-
Criticality Level
-
Account Code
If the supplier of the new agreement and of the selected template agreement are identical,
Contact, Manufacturer and addresses are also copied from the template, and the manufacturer
is populated to all agreement line items.
Country code (country of origin) and account code are inherited to all line items.
If exactly one incoterm can be found on the template agreement line items, this incoterm
will be populated to all line items of the new agreement, else not.
If exactly one delivery place can be found on the template agreement line items, this
delivery place will be populated to all line items of the new agreement, else not.
If available, properties, documents, VDRs, text and terms, other costs, rates, closeout
activities and progress payment events are copied from the template agreement to the
new agreement. If the new agreement is based on a quote summary with attached progress
payment events, these events are deleted and the events of the template agreement
are assigned to the agreement instead.
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