Associating a Purchase Order with a Purchase Contract

Before associating a purchase order with a purchase contract, you must ensure that:

  • The purchase order has a status that enables you to edit it. Otherwise you won't be able to associate the purchase order with a purchase contract.
  • The Purchase Contract field is blank. If the purchase order is already associated with a purchase contract you will not be able to modify the Purchase Contract field. An existing purchase order can be associated with an existing purchase contract only once.
  • The selected purchase contract has a status of "Active".

You can associate a purchase order with a purchase contract as follows:

  1. Click the Purchase Orders tab.
  2. Select the purchase order that you want to associate with a purchase contract.
  3. Click Edit.
  4. In the Purchase Contract field, select the purchase contract that you want to associate with the purchase order.
  5. Click Save.

After associating an existing purchase order with an existing purchase contract:

  • Any new line that you add to the purchase order must be associated with a purchase contract line.
  • Existing lines do not require an associated purchase contract line. You can have associated and unassociated lines on the purchase order.
    Note: Having associated and unassociated lines on a purchase order can lead to inconsistencies. For example, unassociated lines are ignored when calculating the Amount on Order and Quantity on Order fields of the purchase contract. This means they are not being considered when verifying if the amounts and quantities are within the limits defined for the contract in the Maximum Amount to Order and Maximum Quantity to Order fields.

Associating a Purchase Order Line with a Purchase Contract Line

You can associate a purchase order line with a purchase contract line as follows:

  1. Select the required purchase order line from the Purchase Order Line Items related list.
  2. In the Purchase Contract Line field, select the purchase contract line that you want to associate with the purchase order line.
  3. Click Save.

When associating a purchase order line with a purchase contract line, you must ensure that:

  • The purchase order line belongs to a purchase order that is already associated with a purchase contract.
  • The Purchase Contract Line field is blank. If the purchase order line is already associated with a purchase contract line you will not be able to modify the Purchase Contract Line field. An existing purchase order line can be associated with an existing purchase contract line only once.
  • The selected purchase contract line belongs to the purchase contract associated with the purchase order.
  • The selected purchase contract line has a status of "Active".

  • The purchase order line and the selected purchase contract line have the same values for the Line Type, Category, and Condition fields.
  • If the purchase order line is of type Item or Capital Equipment, both the purchase order line and the selected purchase contract line have the same value for the Item Being Procured field.