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Function documentationMaster Agreement Types Locate this document in the navigation structure

 

Master agreement types standardize the creation of master agreements.

Features

Type Tab
General

Function

Description

Inactive

Select this checkbox to indicate that the master agreement type is not in use and will not appear in the Active list.

Integrated System Type

Select ERP for document types to be integrated with ERP, or SRM for document types to be integrated with SRM. For systems on which SAP Sourcing is integrated with both SAP ERP and SAP SRM, choose only one.

Name

Shows the name of the master agreement document type. This is a mandatory field.

Description

Explains when to use this agreement type.

Order

The number you enter in this field determines the order in which the specified type of document appears in the list of document types. This is a mandatory field.

Numbering Table

Choose the Picker button to choose a numbering table for the master agreement type.
Features

Function

Description

Discussions

Select this checkbox to enable the Discussions feature in master agreements of this type.

Chat

Select this checkbox to enable the Chat feature in master agreements of this type.

Attachments

Select this checkbox to enable the Attachments feature in master agreements of this type.

Accounting

Select this checkbox to create the Accounting tab in master agreements of this type.

Requires Product Category

Select this checkbox to require that a product category be selected in master agreements of this type.

Allow Duplication

Select this checkbox to allow master agreements of this type to be duplicated to create new master agreements.

Savings Metrics

Select this checkbox to enable savings metrics to be used in master agreements of this type.

Formulas

Select the Formulas checkbox to enable formulas in master agreements of the selected type and all subagreements.

Line Item Specification

Select the Line Item Specification checkbox to enable line item specification in master agreements of the selected type and all subagreements. This setting lets you create specifications for each line item group.

Supplier-Entered Attributes

Select the Supplier-Entered Attributes checkbox to enable supplier-entered attributes in master agreements of this type and all subagreements. This setting lets you create attributes for each line item group that is entered by suppliers.

Master Agreement

Function

Description

Agreements

Select this checkbox to enable agreements to be used in master agreements of this type.

Audits

Select this checkbox to enable audits to be used in master agreements of this type.

Schedules

Select this checkbox to enable schedules to be used in master agreements of this type.

Terms

Select this checkbox to enable terms to be used in master agreements of this type.

Line Items

Select this checkbox to make the Line Items tab visible in master agreements of this type. When this checkbox is selected, SAP Sourcing, and not any business system it might be integrated with, maintains the master agreement line items.

Performance Metrics

Select this checkbox to enable performance metrics to be used in master agreements of this type.

Tab N

Select one or more of these to display additional tabs on the master agreement.

Hierarchy

Select this checkbox to enable hierarchies to be used in master agreements of this type.

Enforce Parent Date Range

Select this checkbox to enforce the parent agreement date range on subagreements in master agreements of this type.

Subagreement

Function

Description

Audits

Select this checkbox to enable audits to be used in subagreements of this type.

Schedules

Select this checkbox to enable schedules to be used in subagreements of this type.

Terms

Select this checkbox to enable terms to be used in subagreements of this type.

Line Items

Select this checkbox to make the Line Items tab visible in subagreements of this type. When this checkbox is selected, SAP Sourcing, and not any business system it might be integrated with, maintains the subagreement line items.

Performance Metrics

Select this checkbox to enable performance metrics to be used in subagreements of this type.

Tab N

Select one or more of these to display additional tabs on the agreement.
Rules

Function

Description

Schedule Working Days

  • Select Calendar Days to use all calendar days when calculating dates for this master agreement.

  • Select Standard Work Days to use only workdays, omitting weekends and holidays, when calculating dates for this master agreement.

Default Line Item Group Name

Select the Default Line Item Group Name option to enter a name for the default line item group.

Note Note

End of the note.

This is mandatory if you select the Create Default Line Item Group checkbox.
Defaults

Function

Description

Perpetual Term

Select the Perpetual Term checkbox to indicate that master agreements of this type will have no expiration date. You cannot set alerts that are dependent on an end date for perpetual term master agreements.

Allow Marginal Pricing (reports only)

If the agreement has tiered pricing as the defined pricing structure, and if the buying organization is importing spend transactions mapped to agreements, select the Allow Marginal Pricing checkbox to indicate that when computing current unit price values based on spend-to-date, SAP Sourcing should use a marginal pricing module. This means that SAP Sourcing will assume that the first tier volume of the product or service should be priced at the first tier unit price, the second tier volume should be priced at the second tier price, and so on.

Leave this checkbox deselected to indicate that all units should be priced at the same price, the price associated with the tier volume of the total consumed product or service to-date.

Search Options

  • Publish Summary to Search

    Select this checkbox to enable master agreements of this type to be searched for in the Master Agreement Workbench Search channel.

  • Publish Summary to Supplier

    Select this checkbox to publish summaries for master agreements of this type to suppliers.
Notifications

Notifications determine which scheduled events generate an e-mail notification or an alert in the Alerts channel on the Workbench.

For each option in the list, select one of the following:

  • No alerts: Do not create alerts.

  • Alerts only: Create alerts in the Purchaser Alerts Workbench channel.

  • Alerts and e-mail notifications: Create alerts in the Purchaser Alerts Workbench channel and send email notifications to the document owner and collaborators.

Function

Description

Renewal Review Reminder

Create alerts when the master agreement is approaching its renewal date.

Retention Reminder

Create alerts when the master agreement is approaching the date until which it must be stored in the system. After this date, the master agreement may be deleted. Some organizations may require the master agreement to be deleted after reaching the retention date.

Savings Metric Over Budget Alerts

Create alerts when a savings metric exceeds its budget.

Savings Metric Over Expected Alerts

Create alerts when a savings metric exceeds its expected value.

Performance Metric Alerts

Create alerts if the performance target is not met.

Agreement Limit Alerts

Create alerts when the master agreement exceeds its monetary limit.

Agreement Minimum Alerts

Create alerts when the master agreement does not meet its monetary minimum.

Agreement Rebate Alerts

Create alerts when the agreement rebate volume threshold has been reached and a rebate will be generated.

Agreement Penalty Alerts

Create alerts when the agreement penalty volume threshold has been reached and a penalty will be generated.

Line Item Limit Alerts

Create alerts when a line item exceeds its monetary limit.

Line Item Minimum Alerts

Create alerts when a line item does not meet its monetary minimum.

Line Item Rebate Alerts

Create alerts when the line item rebate volume threshold has been reached and a rebate will be generated.

Line Item Penalty Alerts

Create alerts when the line item penalty volume threshold has been reached and a penalty will be generated.

Note Note

The following alerts are available only if the system property analysis.spend.is_enabled is set to TRUE:

  • Agreement Limit

  • Agreement Minimum

  • Agreement Penalty

  • Agreement Rebate

  • Line Item Limit

  • Line Item Minimum

  • Line Item Rebate

  • Line Item Penalty

For more information about system properties, see Maintaining System Properties.

End of the note.

Note Note

The following alerts are available only for non-integrated agreement types:

  • Agreement Penalty

  • Agreement Rebate

  • Line Item Rebate

  • Line Item Penalty

For more information about alerts for integrated agreement types, under the Field Help for Price Conditions Definition Area heading below, see the description for the Alerts column.

End of the note.
Integration Details Tab

The Integration Details tab is visible only when the integrated system type is set to a business system. This tab does not appear if the integrated system type is set to None.

Function

Description

Use External Validation

Select this checkbox to use the ERP validation logic. This does not work for SRM integrated systems.

Default Header Text

SAP SRM and SAP ERP define IDs for various texts. Click the Picker icon, and select the ID used to represent the default header text.

Default Line Item Text

SAP SRM and SAP ERP define IDs for various texts. Click the Picker icon, and select the ID used to represent the default line item text.

Default Transaction Type

Click the Picker icon, and select the transaction type used as the default transaction type.

Allow SRM to Maintain Line Items

Select this checkbox if you want SAP SRM, instead of SAP Sourcing, to maintain line items for master agreements, subagreements, or both. SAP Sourcing enables these checkboxes only for new document types created on SAP Sourcing-SAP SRM integrated systems. SAP Sourcing makes these checkboxes inactive for document types created on SAP Sourcing prior to integration with SAP SRM.

If you select either or both of these checkboxes, SAP Sourcing will automatically deselect either or both the Line Items boxes for master agreements, or subagreements on the Type tab. This indicates that SAP SRM, and not SAP Sourcing maintains the respective line items. Users will be able to add data to the line items only through SAP SRM, not through SAP Sourcing.
Item Types

Function

Function

Item Type

The name of the Item Type.

Support in Documents

If selected, you can use this Item Type as a line item type value in documents.

Note Note

The Item Types Visibility section only displays when the document type is ERP Integrated .

End of the note.
Field Help for Price Conditions Definition Area

Function

Description

Condition ID

An unique alphanumeric code that identifies a price condition.

Name

The name of the price condition.

Description

Description of the price condition; for example, an explanation of the purpose of an RFx price condition to suppliers.

Condition Class

Describes the price condition type as one of the following:

  • Prices

  • Discount or surcharge

Condition Applies To

Indicates if a price condition is available on the header level, the item level, or both.

Item Type

Indicates whether the current line item is a service or a material.

Business System

Indicates the business system from which the price condition has been replicated.

Scale Type

Specifies whether the price condition is on a “from” scale, for example on a scale starting from 100 pieces, or on a “to” scale, for example on a scale ending at 100 pieces.

Scales

Select the checkbox to indicate whether a scale check is performed for the price condition.

Alerts

Create alerts when the price condition scale volume threshold has been reached and you want to generate a rebate or penalty. The list of options is described above in the Notifications section.

Note Note

The Alerts column is available only if the system property analysis.spend.is_enabled is set to TRUE. For more information about system properties, see Maintaining System Properties.

End of the note.