Lesson 9 Activities: Supplier Agreements

Lesson 9 Activities: Supplier
Agreements
Overview
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Lesson 9 Activities: Supplier Agreements EDA G0009.DOCX

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Supplier Agreements Activities
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Demonstration 9-1: Blanket Purchase Agreement – Overview
Overview
In this demonstration you will open an existing Blanket Purchase Agreement and provide an
overview of the important fields for this type of agreement.
The demonstration uses a predefined Blanket Purchase Agreement created by the user Calvin
Roth, so you will log in with the User ID calvin.roth.
Steps
1. (N) Purchasing > (L) Manage Agreements
Enter Agreement = 52166
(B) Search
(L) 52166
2. In the General section of the Main tab, go over the required fields, key fields, and fields that
have impact downstream.
3. In the Terms tabbed section of the Main tab, go over the key fields, and the fields that have
impact downstream.
4. (T) Notes and Attachments
Note that there are no notes or attachments for this contract.
5. In the Lines section of the Main tab, go over the required fields, key fields, and fields that
6. (T) Controls
In the Business Unit Access section of the Controls tab, go over the required fields, key
fields, and fields that have impact downstream.
In the Automatic Processes section of the Controls tab, go over the key fields, and fields
that have impact downstream.
In the Notification Controls section of the Controls tab, go over the key fields, and fields that
7. (B) Done.

Demonstration 9-2: Contract Purchase Agreement – Overview
Overview
In this demonstration you will open an existing Contract Purchase Agreement and provide an
overview of the important fields for this type of agreement.
The demonstration uses a predefined Contract Purchase Agreement created by the user Calvin
Roth, so you will log in with the User ID calvin.roth.
Steps
1. (N) Purchasing > (L) Manage Agreements
Agreement = 52167
(B) Search
(L) 52167
2. In the General section of the Main tab, go over the required fields, key fields, and fields that
3. In the Terms tabbed section of the Main tab, go over the key fields, and fields that have
impact downstream.
4. (T) Notes and Attachments
Note that there are no notes or attachments for this contract.
5. (T) Controls
In the Business Unit Access section of the Controls tab, go over the required fields, key
fields, and fields that have impact downstream.
In the Automatic Processes section of the Controls tab, go over the key fields, and fields
that have impact downstream.
In the Notification Controls section of the Controls tab, go over the key fields, and fields that
6. (B) Done.

Practice 9-1: Creating a Blanket Purchase Agreement with Automation
Controls
Overview
You have been asked to create a blanket purchase agreement for a new model of laptop to be
ordered from a favored supplier. This agreement will be used to automatically generate
purchase orders from requisitions placed for this laptop.
Steps
1. Begin by navigating to the Purchasing work area.
 (N) > (L) Purchasing
Use the Purchasing work area to perform common tasks for your purchasing documents,
contract deliverables, and supplier base.
Use the Agreements region to monitor and edit agreements with the status of draft, in
process, or pending, as well as agreements requiring attention.
2. Click the Actions menu.
3. Click the Create list item.
4. Use the Create Agreement window to enter basic information about the agreement.
 Make sure that the Procurement BU is US1 Business Unit.
5. Click in the Supplier field.
 Enter office into the Supplier field.
6. Select the Office Depot list item.
7. Click the Create button.
8. Use the Edit Document page to edit and submit the document.
 Select today’s date in the Start Date field.
9. Press [Tab].
10. Select a date one year from today in the End Date field.
11. Enter 10,000.00 into the Agreement Amount field.
12. Use the Lines region to manage order lines.
 Click the Actions menu.
 Click the Add Row list item.
13. Enter AS-XX Atom Smasher 15 Laptop in the Description field, replacing the XX with
your user ID number (PRC11.Student would use 11).
14. Enter or select the Laptops category in the Category Name field.
15. Click the Ea or Each list item in the UOM field.
16. Enter 2355.00 into the Price field.
17. Click the Submit button.
18. Click OK for the confirmation message.

19. You have successfully created a blanket purchase agreement with automation controls and
company standard contract terms.
 Depending on system performance, you should be able to find your agreement and
verify that it is now an approved document.

Practice 9-2: Creating a Blanket Purchase Agreement and Transfering
to Supplier
Overview
You have been asked to create a blanket purchase agreement with optimal options that will be
completed by the supplier. This agreement will be transferred to the supplier for collaboration,
usually by adding lines extracted from the supplier's catalog.
Steps
1. Navigate to the Purchasing work area.
2. In the Agreements task area, click Create Agreement.
3. In the Create Agreement window, select US1 Business Unit as the Procurement BU.
4. Select Lee Supplies in the Supplier field.
6. From the Edit Document page, note the agreement number assigned.
7. Enter today’s date into the Start Date field.
8. Press [Tab].
9. Enter a date one year from today in the End Date field.
11. On the Edit Document page, click the Actions menu.
12. Click the Transfer to Supplier list item.
13. Click the OK button.
14. You have successfully created a blanket purchase agreement with company standard
contract terms and transferred it to the supplier.
A representative of Lee Supplies can now perform authoring task on the agreement in the
Supplier Portal.

Practice 9-3: Creating a Contract Purchase Agreement
Overview
You have been asked to create a contract purchase agreement for automated ordering from a
favored supplier. This agreement will be used to automatically generate purchase orders from
requisitions placed for this supplier.
Steps
2. Use the Agreements region of the Purchasing work area to monitor and edit your
agreements.
 Click the Create icon.
3. In the Create Agreement window, select US1 Business Unit as the Procurement BU.
4. Click the Contract Purchase Agreement Style list item.
5. Enter Advance into the Supplier field.
6. Click the Advanced Corp list item.
8. From the Edit Document page, enter today’s date into the Start Date field.
9. Press [Tab].
10. Enter a date one year from today into the End Date field.
13. For the confirmation, click OK.
14. You have successfully created a contract purchase agreement with the standard contract
terms approved by your organization.

Practice 9-4: Creating and Uploading Lines to a Blanket Purchase
Agreement
Overview
You have been asked to create a blanket purchase agreement and upload some lines from an
XML file provided by one of your suppliers. The items on this agreement will require manual
intervention by a buyer before a purchase order can be issued.
For this practice use the prepared XML file provided by your instructor.
Steps
Begin to Create Agreement

2. From the Purchasing Tasks pane, click the Create Agreement link.
3. In the Create Agreement window, select US1 Business Unit for the Procurement BU.
4. Enter Office Depot into the Supplier field.
6. From the Edit Document page enter today’s date into the Start Date field.
9. Click the Controls tab.
10. In the Order Creation Options section ensure the following check boxes are not selected:
 Automatically generate orders
 Automatically submit for approval
11. In the Notification Controls region, click the Actions menu.
12. Click the Add Row list item.
13. Verify the default notification condition of Expiration.
14. Enter a date nine months from today into the Start Date field.
Edit Upload File

16. Locate the sample Activity 09-4 BPAUploadLines.xml file for this activity.
Oracle University students: you can find the .xml file at D:\labs\procurement.
All other students: ask your instructor for details about where to find the .xml file.
17. Open Notepad and open the Activity 09-4 BPAUploadLines.xml file.
18. There are two items to be uploaded and each has a <DESCRIPTION> element that begins
with XX.

 Replace all of the XX- with your assigned user ID number or initials in the file. (In
Notepad, select Edit > Replace. For example, for the PRC11.Student user replace all
XX- with 11-.)
19. Save the file, close Notepad, and return to your blanket purchase agreement.
Upload Lines
20. Return to the Main tab.
21. From the Lines region, click the Actions menu.
22. Click the Upload Lines list item.
23. Click the File Type list.
24. Click the Oracle XML list item.
25. Click the Browse button.
26. Use the File Upload window to browse for the Activity 09-4 BPAUploadLines.xml
file that you modified earlier.
27. Click OK if prompted.
28. The Apply mapping check box is used to map supplier UOM and category to the
corresponding internal UOM and category. Skip this for this exercise.
29. Click the Continue Editing After Successful Upload list.
30. Click the No list item.
32. Click OK for the confirmation.
You have successfully created and uploaded lines to a blanket purchase agreement.
Verify Agreement Submittal

33. To verify your success you may need to click the Refresh icon in the upper right corner of
the Overview page, and then click on the link for your agreement.
34. Depending on the settings in the course environment, if your agreement has a status of
Incomplete you will need to click Edit from the Actions menu.
35. On the Edit Document page, click Submit to start the approval process for the agreement.


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