This lesson details how to create a Service Contract (O4) from a Deviation Request (O8).
Warning: You can create a Service Contract (O4) from a Requisition (O8, O3, or Z6). The steps deatiled in this lesson are the same. The only difference is the menu path. Be sure to use the appropriate menu path.
State of Nebraska > Purchasing - Agencies > Contracts - Agencies > Gen Service Contract (O4) from Agency Req (O3).
State of Nebraska > Purchasing - Agencies > Contracts - Agencies > Gen Service Contract (O4) from Exempt Req (Z6).
State of Nebraska > Purchasing - Agencies > Deviation Request > Gen Service Contract (O4) from Dev Request (O8).
This lesson uses the memu path for creating a Service Contract (O4) from a Deviation Request (O8).
Click the State of Nebraska link.Step 1
Click the Purchasing - Agencies link.Step 2
Click the Deviation Request link.Step 3
Click the Gen Service Contract (O4) from Dev Request (O8) link.Step 4
Enter the requisition number in the Order Number field.
In this lesson enter "48361" into the Order Number field.Step 5
Click the Find button.Step 6
Click the check box next to each line of the order to be generated to a contract.Step 7
Click the Row button.Step 8
Click the Order Release menu.Step 9
Verify the following fields in the Header:
Business Unit - A valid Business Unit for your agency.
Supplier - Review this value and determine correct supplier number.
Buyer - You can populate the address book record for the responsible buyer in your agency.
Ship To - This reflects a delivery location for your agency.
If you need to make any changes to these field you can do so at this time.
In this lesson we are not going to make any changes.Step 10
Review the following fields on the Release Information tab:
Release Qty - The quantity from the Requisition will populate - change this quantity only if it is determined to increase or decrease the field.
Release Amt - Do not change this field. If you change the Release Qty field this field will populate automatically.
In this lesson we are not going to change the Relase Qty field.Step 11
Click the Detail Information tab.Step 12
Review the following fields on the Detail Information tab:
Inventory Number - If the incorrect NIGP number was previously entered it can be changed here.
Note: If you change the number in the Inventory Number field here, you will also need to go through Revise to correct the 3 - Digit NIGP and NIGP Sub fields.
Account Number - This must be a valid Account Number for your agency.
In this lesson we are not going to make any changes.Step 13
Click the Dates tab.Step 14
On the Dates tab review the various date fields. Make sure there is a date is in the Cancel Date field and that it is correct. All contracts must have a cancel date per state statute #73-501 - 73-509.Step 15
Click the OK button.Step 16
Click the Form button.Step 17
Click the Generate Order(s) menu.Step 18
The O4 document number generated will be displayed in the Order Number field. You will want to make note of this number for future reference.Step 19
Next you will need to make some revisions to the O4 document.
Click the Row button.Step 20
Click the Open Order Inquiry menu.Step 21
Choose the document by clicking the check box.Step 22
Click the Row button.Step 23
Click the Header Revision menu.Step 24
Review the Send Invoice To field. This is tied to the Ship to field, but you can override it if you need to.
In this lesson we are not going to change this field.Step 25
Verify there is a date in the Cancel Date field. All contracts must have a cancel date per state statutes 73-501-73-509.
In this lesson there is already a date in the Cancel Date field so we do not need to enter a date.Step 26
Click the Additional Properties tab.Step 27
o Highly Recommend
o Populate for a commodity or service requisition, this field can be used for free form text. It is helpful to fill this field in at the requisition level. Populate with data that describes the goods/services being procured. This information will print on reports.
o This field can hold up to 30 alpha/numeric charactersStep 28
o Per state statute all Service Contracts must indicate where the documents may be found in the Document Location field
o This field can be pulled from the address book.
o This must be a Address Book Search Type of “F” - facilityStep 29
o Identifies the primary person responsible for the commodity or service requisition. This field can be pulled from the address book.
o This must be an Address Book Search Type of “B, E, N, or X”.Step 30
Click the Category Codes tab.Step 31
The New/Renew field is used to indicate if the anticipated contract is new or a renewal.
The Funding field may be used to indicate if American Recovery & Reinvestment Act (ARRA) funds are being utilized.Step 32
Changes to the Header requires population to the Detail Lines.
To do this, click the Form button.Step 33
Click the Header To Detail menu.Step 34
POPULATE HEADER TO DETAIL will appear in the Header box. If you forgot to populate the header to detail you will manually need to make the changes in the detail lines.
Click the Populate menu.Step 35
Click the OK button.Step 36
Review the detail lines and make changes as needed.
In this lesson we do not need to make any changes.Step 37
When you are finished click the OK button.Step 38
Warning Error "Event Still in Process" appears. This is okay.
Click the OK button.Step 39
Click the Close button.Step 40
Click the Close button.Step 41
Click the Close button.Step 42
You have successfully completed this lesson.
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