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 Creating an Outl. Agmt. by Copying or Referencing

You can save time and effort when creating or changing an outline agreement by copying an already existing one or adopting items from an existing requisition or RFQ.

When creating a scheduling agreement, you can reference a contract (see Scheduling Agreement Referencing a Centrally Agreed Contract .)

Prerequisites

Before creating an outline purchase agreement using the referencing technique, you must consider the following:

  • The vendor and purchasing organization of the reference document must be the same as those of the agreement you are creating.

  • If you are creating an outline agreement by referencing a purchase requisition, the requisition must have a document type for which the link to the relevant outline agreement has been defined.

Procedure

In the following example, a contract is created by referencing an already existing RFQ.

  1. Choose Start of the navigation path Outline agreement Next navigation step Contract Next navigation step Create Next navigation step . End of the navigation path

  2. The initial screen appears.

  3. Click Reference to RFQ .

  4. In the dialog box which now appears, enter the number of the RFQ. If you wish to adopt certain items only, you can enter these.

  5. PressENTER .

  6. The header data screen appears.

  7. Enter the validity period and the target value of the contract (mandatory for value contracts).

  8. PressENTER .

  9. The item overview screen appears.

  10. Select items to be copied and then adopt them from the RFQ.

  11. – If you wish to change the selected items before adopting them, choose Start of the navigation path Edit Next navigation step Adopt + details Next navigation step . Change the individual items on the item detail screen. End of the navigation path

    – If you wish to adopt the selected items without first changing them, choose Start of the navigation path Edit Next navigation step Adopt Next navigation step . End of the navigation path

    The item overview of the contract being created appears (with the items adopted as described above).

  12. Enter additional items as required.

  13. Click to save the contract.

Result

The contract is created in the SAP System. In order that the information in the contract can be transmitted to the vendor, the system generates a message for the contract. How to transmit the message to the vendor is described under Outputting Messages .