Master Agreement Line Items

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

This page is enabled in the master agreement type.

On the Line Items page, you can:

Add and edit line items and materials
Specify a line item view
Import line items from a CSV file
Delete selected line items
Export line items to a CSV file

Line Item in Master Agreement Page

On the Line Item page, which you see when you edit a line item or material, you can edit fields for general line item information. You specify Attributes for Purchaser Values in the Specifying Line Items dialog box.

To see the Line Item Detail page, Choose the Edit icon for a line item on the Line Items page.

On the Line Item Detail page, you can also view the Master Agreement/ Agreement Line Item Spend Status report.

Master Agreements Line Item Terms page

On the Line Item Terms page, which you see when you edit a line item or material, you can:

Add and edit information under:
- Purchasing Details
- Pricing
- Delivery
- Minimum and Limit
- Add and edit rebates for the line item or material
- Add and edit penalties for the line item or material

Features

Field Help for Master Agreements Line Items

Line Items table

From the View dropdown list, select a view for the line items.

From the Group By dropdown list, select a grouping for the line items.

Field	Description
Add	Add a line item to the master agreement. Complete the fields in the new row or choose Edit to complete the fields on the Line Item page.
Add Materials	Add a direct material to the master agreement.
Delete Selected	Delete any checked line items.
Import Line Items	Import line items from a CSV file.
Export Line Items	Export line items to a CSV file.
Export Line Items/Attributes	Export line items with custom line item specifications to a CSV file.

Field Help for Master Agreements Line Item Tab

Function	Description
Part Number	Enter a part number for the line item.
Description	Enter a description for the line item. This is a required field.
Supplier Part Number	Enter the supplier's part number for the line item.
Contracted Quantity	Enter the quantity of the line item that the supplier has contracted to provide. This is a required field.
Unit Price	Enter the unit price for the line item.
Price Unit	Indicate the unit in which the price is given.
Extended Price	Enter the total price for the contracted quantity of the line item.
Product Category	Use the dropdown option to select a product category.
External Category	Use the dropdown option to select an external category.
Location	Use the dropdown option to select a location for the line item.
Plant	Use the dropdown option to select a plant for the line item.

Note Note

Part Number, Description, Product/External Category, Location, and Plant are not editable for line items added using the Add Material button. These attributes are defined in the Material definition.

End of the note.

Field Help for Master Agreements Line Item Terms Tab

Purchasing Details

Field	Description
Minimum Order Quantity	Enter the minimum quantity of the line item you are contracted to order from the supplier.
Program Lead Time (Days)	Enter the lead time required to set up the program, if any.
Order Lead Time (Days)	Enter the lead time the supplier requires to place orders for items.
Delivery Lead Time (Days)	Enter the number of days to allow between order and delivery of the line item.

Pricing

Field	Description
Pricing Structure	Indicates the pricing structure selected on the Master Agreement Setup: Pricing Model tab. To access this tab, choose Document Setup from the master agreement page.
Pricing	Enter pricing information for each delivery term defined on the Master Agreement Setup: Delivery Info tab. Note Once you enter pricing information, one delivery term must be selected as Awarded by selecting the Awarded box. You can also set a term as awarded by choosing Set Awarded on the Master Agreement Setup: Delivery Info tab. End of the note.
List Unit Price	Enter the list unit price of the line item.
Unit Price Date Begin	Enter or Choose the Calendar icon to select the date the unit price becomes valid.
Unit Price Date End	Enter or Choose the Calendar icon to select the last date that the unit price is valid.

Delivery

Field	Description
Delivery Schedule	Indicates the delivery period or periods selected on the Master Agreement Setup: Delivery Info tab. If the delivery schedule is defined, the sum of the values in the Quantity column must total the contracted quantity for this line item.

Minimum and Limit

Field	Description
Line Item Limit Quantity	Enter the maximum quantity of this line item to be ordered.
Line Item Minimum Quantity	Enter the minimum quantity of this line item to be ordered.
Minimum Alert Offset	If line item minimum alerts are enabled in the master agreement type, set this value to control the number of days before the end date on the agreement the alert should be created.
Alert if Actual is within	If line item limit alerts are enabled in the master agreement type, set the value to the percentage at which the alert should be triggered.
Alert if Forecast is within	If line item limit alerts are enabled in the master agreement type, set the value to the percentage at which the alert should be triggered.

Rebates

Choose Add to add a rebate complete the fields in the new row that appears in the rebates table.

Field	Description
Volume Threshold	Enter the volume that the line item must exceed for the purchaser to receive a rebate.
Rebate Amount	Enter the amount of the rebate.
Alert	Indicates whether an alert will be created when the rebate volume threshold is exceeded. Line item rebate alerts are set in the master agreement type.
Alert if Actual is within	If line item limit alerts are enabled in the master agreement type, set the value to the percentage at which the alert should be triggered.
Alert if Forecast is within	If line item limit alerts are enabled in the master agreement type, set the value to the percentage at which the alert should be triggered.

Penalties

Enter the volume that the line item must meet in order to avoid a penalty. If the line item volume falls below this number, the purchaser will pay a penalty.

Penalties

Choose Add to add a penalty. Fill in the fields in the new row that appears in the penalties table.

Function	Description
Volume Threshold	Enter the volume that the line item must exceed for the purchaser to receive a rebate.
Penalty Amount	Enter the amount of the penalty.
Alert	Indicates whether an alert will be created when the penalty volume threshold is exceeded. Line item penalty alerts are set in the master agreement type.
Contract Expiration Alert (Days)	Enter the number of days before the contract expires that an alert will be sent. Line item penalty alerts must be enabled in the master agreement type for this field to be editable.