Purchase Agreement

A purchase agreement is a legal document that outlines the terms and conditions related to the sale of goods between a buyer and a seller.
In inoERP, a purchase agreement a list products that can be purchased from a supplier with a given price for a specific duration of time. You can convert an agreement to a purchase agreement from the agreement screen or using convert agreement to PO screen. In convert agreement to PO screen, you can select specific lines of the agreement to be converted. However, if you convert an agreement to a purchase agreement from agreement screen, system will copy all the lines on the agreement to the purchase agreement. A purchase agreement consists of

• Header
• Line

Header

Purchase agreement header contains necessary information for the items requested on the purchase agreement. You need to enter Business Unit information, supplier, supplier site, currency to create a purchase agreement. When converting a purchase agreement to an order, the system copies all the header level information to the purchase order.

To view/create/update a purchase agreement, navigate to the "purchase agreement" search screen from your dashboard/favorite.

Enter the organization/purchase agreement details or any other criteria in the search form and click on the search button to view an existing purchase agreement.
Click on create a new button to create a new purchase agreement; by manually entering all the information, Copy an existing purchase agreement to a new purchase agreement is always better than manually entering all the data to create a new purchase agreement. The application lets you update all the details before confirmation; you can configure which fields are view-only after the confirmation.

If you don't enter organization/supplier details, the system will show you all the purchase agreements. If your organization has configured to make any field mandatory for search, then you have to enter those fields to search purchase agreements.
The application will fetch all the server data and take you to the search result screen. The search result screen looks a bit different on desktop and mobile devices.

To view the search result in a table format, click on the table icon available on the bottom left corner.

To open a specific purchase agreement, click on the menu of that record, and click on view/fetch & view.

You can also click on the expand icon against any item on the search result screen to view the purchase agreement header details such as purchase agreement number, quantities, start date, status, etc.

The system will fetch all the data related to the selected purchase agreement. The purchase agreement details are shown either right to the search result screen or in a separate screen, depending on the device size.

Scroll left, right, up, down to view all the details. The purchase agreement line and details are shown in a separate tab. The default configuration shows fields in various functional groups such as

• Finance
• Entity
• Reference
• Data
• Control
• Etc

You can configure the application to show which fields should be shown under which group. You can also create new groups as per your business requirements.

All Fields

Name	Sequence	Label	InputType	Field Group
10	vvBuOrg	Bu Org	deferredSelect	ENTITY
10	vvBuOrgCode	Bu Org Code	deferredSelect	ENTITY
20	vvSupplierNumber	Supplier Number	deferredSelect	DATA
30	vvSupplierName	Supplier Name	deferredSelect	ENTITY
40	vvSupplierSiteNumber	Supplier Site Number	deferredSelect	DATA
50	vvSupplierSiteName	Supplier Site Name	deferredSelect	ENTITY
60	vvShipToAddressName	Ship To Address Name	deferredSelect	ENTITY
70	vvShipToAddress	Ship To Address	deferredSelect	ENTITY
80	vvShipToCountry	Ship To Country	deferredSelect	ENTITY
90	vvShipToPostalCode	Ship To Postal Code	deferredSelect	ENTITY
100	vvShipToEmail	Ship To Email	deferredSelect	ENTITY
110	vvShipToPhone	Ship To Phone	deferredSelect	ENTITY
120	vvBillToAddressName	Bill To Address Name	deferredSelect	PLANNING
130	vvBillToAddress	Bill To Address	deferredSelect	PLANNING
140	vvBillToCountry	Bill To Country	deferredSelect	PLANNING
150	vvBillToPostalCode	Bill To Postal Code	deferredSelect	PLANNING
160	vvBillToEmail	Bill To Email	deferredSelect	PLANNING
170	vvBillToPhone	Bill To Phone	deferredSelect	PLANNING
180	vvSiteAddressId	Site Address Id	InputType.number	REFERENCE
190	vvSiteContactId	Site Contact Id	InputType.number	REFERENCE
200	vvPaymentTerm	Payment Term	deferredSelect	FINANCE
210	vvPaymentTermDescription	Payment Term Description	InputType.textField	FINANCE
220	vvHeaderAmount	Header Amount	InputType.textField	FINANCE
230	vvHeaderDiscountAmount	Header Discount Amount	InputType.textField	FINANCE
240	poAgreementHeaderId	Po Agreement Header Id	InputType.number	REFERENCE
250	srcEntityName	Src Entity Name	InputType.textField	DEFAULT
260	srcEntityId	Src Entity Id	InputType.textField	REFERENCE
270	agreementNumber	Agreement Number	InputType.textField	DATA
280	documentType	Document Type	InputType.select	CONTROL
290	buOrgId	Bu Org Id	deferredSelect	REFERENCE
300	docStatus	Doc Status	InputType.select	CONTROL
310	approvalStatus	Approval Status	InputType.select	CONTROL
320	refPoHeaderId	Ref Po Header Id	InputType.number	REFERENCE
330	refPoRfqHeaderId	Ref Po Rfq Header Id	InputType.number	REFERENCE
340	refPoQuoteHeaderId	Ref Po Quote Header Id	InputType.number	REFERENCE
350	refPoRequisitionHeaderId	Ref Po Requisition Header Id	InputType.number	REFERENCE
360	docNumber	Doc Number	InputType.number	DATA
370	docCurrency	Doc Currency	deferredSelect	FINANCE
380	supplierId	Supplier Id	deferredSelect	REFERENCE
390	supplierSiteId	Supplier Site Id	deferredSelect	REFERENCE
400	buyer	Buyer	InputType.textField	PLANNING
410	hrEmployeeId	Hr Employee Id	InputType.number	REFERENCE
420	description	Description	InputType.textField	DEFAULT
430	shipToId	Ship To Id	deferredSelect	REFERENCE
440	billToId	Bill To Id	deferredSelect	PLANNING
450	priceListHeaderId	Price List Header Id	InputType.number	REFERENCE
460	paymentTermId	Payment Term Id	deferredSelect	REFERENCE
470	startDate	Start Date	InputType.date	DATE
480	endDate	End Date	InputType.date	DATE
490	exchangeRateType	Exchange Rate Type	deferredSelect	CONTROL
500	multiBuCb	Multi Bu Cb	InputType.switchField	PLANNING
510	revNumber	Rev Number	InputType.number	DATA
520	glAcProfileHeaderId	Gl Ac Profile Header Id	deferredSelect	REFERENCE
5530	createdBy	Created By	InputType.textField	REFERENCE
5540	creationDate	Creation Date	InputType.dateTime	REFERENCE
5550	lastUpdatedBy	Last Updated By	InputType.textField	REFERENCE
5560	lastUpdateDate	Last Update Date	InputType.dateTime	REFERENCE

Lines

You can add multiple lines to each purchase agreement header. Each purchase agreement line contains an item, UOM, product description, quantity, requesting inventory organization, line number, unit price, etc.

Navigate to the lines tab to view/add/update lines.
Click on the add new entity to add a new line. If a line already exists, click on copy entity to copy all the details. You can enable/disable fields allowed to be copied in the menu configuration.

Line Number: Line number is a mandatory field. Enter a numeric value for the line

Line Quantity: Line quantity is a mandatory field. Enter a numeric value for the line quantity. System will copy the line quantity to the purchase order when the agreement is converted to a purchase order

Agreement Quantity : The total agreement line quantity. System tracks the usage of the agreement quantity and all the converted/released quantities are shown in released qty field. Released qty is read-only field.

The entity group shows information related to requesting inventory organization. Though the details are not required to create a purchase agreement, you need to enter the info to convert the purchase agreement to another document where it is mandatory.

The reference groups show various ids for reference only. You don't need to enter any information in this section. When you save a purchase agreement for the first time, the system will auto-populate the newly created header id and line ids.

Enter the line type in the control section. The information flows to downstream documents such as purchase agreement and purchase agreement.

In the finance section, enter the unit price. The system calculates the line price by multiplying the unit price with quantity. The header price is the sum of all the line prices. You don't need to enter any price at the purchase agreement header.

Scroll left, right, up, and down view all other fields.

Enter all the other fields and click on the save button to save the purchase agreement. The app will post all the data to the server and will show the messages returned from the server.

All Fields

Name	Sequence	Label	InputType	Field Group
10	vvOrg	Org	deferredSelect	ENTITY
10	vvOrgCode	Org Code	deferredSelect	ENTITY
20	vvItemNumber	Item Number	deferredSelect	DEFAULT
30	vvUomCode	Uom Code	deferredSelect	DEFAULT
40	vvReleasedQty	Released Qty	InputType.textField	DEFAULT
50	vvUomDescription	Uom Description	deferredSelect	DEFAULT
60	vvDiscountedAgreementPrice	Discounted Agreement Price	InputType.textField	FINANCE
70	vvShipToAddressName	Ship To Address Name	deferredSelect	ENTITY
80	vvShipToAddress	Ship To Address	deferredSelect	ENTITY
90	vvShipToCountry	Ship To Country	deferredSelect	ENTITY
100	vvShipToPostalCode	Ship To Postal Code	deferredSelect	ENTITY
110	vvShipToEmail	Ship To Email	deferredSelect	ENTITY
120	vvShipToPhone	Ship To Phone	deferredSelect	ENTITY
130	vvDiscountName	Discount Name	deferredSelect	FINANCE
140	vvDiscountPercentage	Discount Percentage	deferredSelect	FINANCE
150	vvDiscountAmount	Discount Amount	InputType.textField	FINANCE
160	poAgreementLineId	Po Agreement Line Id	InputType.number	REFERENCE
170	srcEntityName	Src Entity Name	InputType.textField	DEFAULT
180	srcEntityId	Src Entity Id	InputType.textField	REFERENCE
190	poAgreementHeaderId	Po Agreement Header Id	InputType.number	REFERENCE
200	lineNumber	Line Number	InputType.number	DATA
210	recevingOrgId	Receving Org Id	deferredSelect	REFERENCE
220	invItemMasterId	Inv Item Master Id	deferredSelect	REFERENCE
230	revisionName	Revision Name	InputType.textField	DEFAULT
240	lineType	Line Type	InputType.select	CONTROL
250	productDescription	Product Description	InputType.textField	DEFAULT
260	uomCode	Uom Code	deferredSelect	DEFAULT
270	agreementQuantity	Agreement Quantity	InputType.textField	DATA
280	agreementPrice	Agreement Price	InputType.textField	FINANCE
290	lineQuantity	Line Quantity	InputType.textField	DATA
300	priceDate	Price Date	InputType.date	DATE
310	unitPrice	Unit Price	InputType.textField	FINANCE
320	discountCode	Discount Code	deferredSelect	FINANCE
330	referenceDocType	Reference Doc Type	InputType.textField	CONTROL
340	referenceDocNumber	Reference Doc Number	InputType.number	DATA
350	lineDescription	Line Description	InputType.textField	DEFAULT
360	lineDiscountAmount	Line Discount Amount	InputType.textField	FINANCE
370	docStatus	Doc Status	InputType.select	CONTROL
380	approvalStatus	Approval Status	InputType.select	CONTROL
390	shipToId	Ship To Id	deferredSelect	REFERENCE
5400	createdBy	Created By	InputType.textField	REFERENCE
5410	creationDate	Creation Date	InputType.dateTime	REFERENCE
5420	lastUpdatedBy	Last Updated By	InputType.textField	REFERENCE
5430	lastUpdateDate	Last Update Date	InputType.dateTime	REFERENCE