How to create a Global Purchase Agreement that can then be accessed by other Organisations/ Operating Units also?
From Procurement Family Pack 'I', while creating a Blanket Agreement, Global checkbox at the header level can be checked to make the agreement global. This checkbox cannot be deselected once you have saved the document.The BPA can be enabled only for those organisations for which the supplier and the supplier site are defined to be the same as that of the global agreement. Note that you cannot enter an outside processing item in a global agreement, regardless of the item’s defining organization.
Navigation Steps :
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The Checkbox for making the Agreement Global comes at the header level for all the Blanket agreements. This has to be checked before we proceed onto the line level details, as one is not allowed to come back and update this checkbox at a later point in time once the line level details have been provided.
To enable the agreement for other organisations:
1. Create the Global agreement
2. Save the agreement
3. Go to Tools ----> Enable Organisations
4. Check the checkbox for all the organisations for which you want this Global Agreement Enabled. The Purchasing responsibility you are in will come as a default organisation and cannot be deselected, but the other organisations for which the supplier and supplier site are defined will be allowed to be selected and deselected optionally, by the buyer.
5. Save again
6. Follow the Approval Process for getting this Global agreement approved.
Once this done and the BPA is approved, you can issue a standard purchase order against this global purchase agreement to place the actual order.
From Procurement Family Pack 'I', while creating a Blanket Agreement, Global checkbox at the header level can be checked to make the agreement global. This checkbox cannot be deselected once you have saved the document.The BPA can be enabled only for those organisations for which the supplier and the supplier site are defined to be the same as that of the global agreement. Note that you cannot enter an outside processing item in a global agreement, regardless of the item’s defining organization.
Navigation Steps :
==============
The Checkbox for making the Agreement Global comes at the header level for all the Blanket agreements. This has to be checked before we proceed onto the line level details, as one is not allowed to come back and update this checkbox at a later point in time once the line level details have been provided.
To enable the agreement for other organisations:
1. Create the Global agreement
2. Save the agreement
3. Go to Tools ----> Enable Organisations
4. Check the checkbox for all the organisations for which you want this Global Agreement Enabled. The Purchasing responsibility you are in will come as a default organisation and cannot be deselected, but the other organisations for which the supplier and supplier site are defined will be allowed to be selected and deselected optionally, by the buyer.
5. Save again
6. Follow the Approval Process for getting this Global agreement approved.
Once this done and the BPA is approved, you can issue a standard purchase order against this global purchase agreement to place the actual order.
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