Specifying a Line Item View for a Master Agreement

Line items represent the goods and services you want to purchase. You can select a view for schedule events. In each view, you can add or edit as well as view different information for line items.

In the Basic view, you can:

Add and edit line items
Add and edit materials
Delete selected line items
Import line items from a CSV file
Export line items to a CSV file
Export line items with custom specifications to a CSV file
Specify settings

In the Delivery Schedule view, you can:

Edit line items
Edit delivery information you specified in the Settings dialog box
Import line items from a CSV file
Export line items to a CSV file
Export line items with custom specifications to a CSV file
Specify settings

In the Unit Price view, you can:

Edit line items
Add and edit unit price and effective dates for awarded line items
Import line items from a CSV file
Export line items to a CSV file
Export line items with custom specifications to a CSV file
Specify settings

Note Note

This view appears in the drop-down list only if you choose Unit Price as the Pricing Structure in the Settings dialog box.

End of the note.

In the Purchaser Attributes view, you can:

Edit line items
Edit the attribute values you specified in the Line Item Detail page
Import line items from a CSV file
Export line items to a CSV file
Export line items with custom specifications to a CSV file
Specify settings

In the Purchasing view, you can:

Edit line items
Add and edit contracted and minimum quantities and lead times for awarded line items
Import line items from a CSV file
Export line items to a CSV file
Export line items with custom specifications to a CSV file
Specify settings

In the Price Components view, you can:

Add and edit contracted quantities and pricing structure for awarded line items
Import line items from a CSV file
Export line items to a CSV file
Export line items with custom specifications to a CSV file
Specify settings

Note Note

This view appears in the drop-down list only if you choose Unit Price Components as the Pricing Structure in the Settings dialog box.

End of the note.

In the Supplier Attributes view, you can:

Edit line items
Edit the attribute values you specified in the Line Item Detail page
Import line items from a CSV file
Export line items to a CSV file
Export line items with custom specifications to a CSV file
Specify settings

In the Tiered Pricing view, you can:

Add and edit minimum and maximum quantities and the unit price for delivery terms for awarded line items
Import line items from a CSV file
Export line items to a CSV file
Export line items with custom specifications to a CSV file
Specify settings

Note Note

The Tiered Pricing view can be created for a master agreement in two ways. If you create a master agreement within the Contracts module, you select Tiered Pricing in the Settings dialog box and then define the unit pricing. If you create a master agreement from an RFx award, the tiered pricing schedule that you defined is automatically copied as the line item view into the master agreement.

End of the note.

To specify a line item view:

On the Line Items page under Line Items, select a view from the drop-down list.