Editing a Purchase Agreement

You can edit a Purchase Agreement record type from its detail page as follows:

1. Click the Purchase Agreement tab.
2. Open the purchase agreement you want to edit.
3. Click Edit.
4. Edit any custom fields as necessary. For more information, see Purchase Agreement Fields.
5. [Optional] Edit the Renewal Reminder field.
6. Click Save.

Notes:

• You can only edit the following fields on a purchase agreement's header when it has a status of "Active" via a change request:
  • Supplier Site
  • Supplier Contact
  • Buyer
  • Start Date
  • End Date
  • Maximum Amount to Order
  • Maximum Quantity to Order
  • Currency (SCMC__Currency_Master__C)
  • Currency (CurrencyIsoCode)
  • Status
  • Record Type
  • Amount Matched
  • Amount on Order
  • Amount Received
  • Quantity Matched
  • Quantity on Order
  • Quantity Received
  • Original Purchase Agreement
  • Previous Agreement

• You can only edit the following fields on purchase agreement lines when they have a status of "Active" via a change request:
  • Requisition Line
  • Supplier Contact
  • Record Type
  • Description
  • Buyer
  • Item Being Procured
  • Quantity
  • Category
  • Condition
  • Currency
  • Ship to Warehouse
  • Start Date
  • End Date
  • Unit Cost
  • Purchase Agreement
  • Status
  • Maximum Amount to Order
  • Maximum Quantity to Order
  • Amount Matched
  • Amount on Order
  • Amount Received
  • Quantity Matched
  • Quantity on Order
  • Quantity Received
  • Original Agreement Line
  • Previous Agreement Line