In this lesson you will learn how to generate a Service Contract (O4) from a Quotation Request (Z1).
Click the State of Nebraska link.Step 1
Click the Purchasing - Agencies link.Step 2
Click the Contracts - Agency link.Step 3
Click the Gen Service Contract (O4) from Quote (Z1) link.Step 4
Enter any of the following search criteria in the appropriate field(s):
~ Order Number
~ Document Type
~ Account Number
~ Item Number
~ Business Unit (Branch/Plant)
In this lesson enter "3188" into the Order Number field.Step 5
Click the Find button.Step 6
Click in the Release Quantity field.Step 7
Enter the quantity to be released to the vendor in the Release Quantity field for each line that you will release to the Service Contract.
In this lesson enter ".50" into the Release Quantity field.Step 8
Click the Form button.Step 9
Click the Generate Order(s) menu.Step 10
The new Order Number and Or Ty (Order Type) will appear and should be noted if you wish to do more work with them or facilitate searches later.Step 11
Revisions will need to be made to the Header of the contract.
Click the Row button.Step 12
Click the Open Order Inquiry menu.Step 13
Click the check box of the document.Step 14
Click the Row button.Step 15
Click the Header Revision menu.Step 16
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 17
Click in the Cancel Date field.Step 18
In the Cancel Date enter the date the contract is scheduled to end or work is to be completed. All contracts must have a cancel date per state statutes 73-501-73-509.
In this lesson enter "11/25/2012" into the Cancel Date field.Step 19
Click the Additional Properties tab.Step 20
o All Service Contracts must indicate an overall description of the contract in the Document Discription field
o Populate for a 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 21
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 information is required by State Statute for contracts.
o This must be a Address Book Search Type of “F” - facilityStep 22
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 23
Click the Category Codes tab.Step 24
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 25
Click in the New/Renew field.Step 26
Enter the desired information into the Funding field. Enter
Press [Tab].Step 28
Changes to the Header requires population to the Detail Line.
To do this click the Form button.Step 29
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 Header To Detail menu.Step 30
Click the Populate menu.Step 31
Click the OK button.Step 32
Review the detail lines and make changes as needed.
In this lesson we do not need to make any changes.Step 33
Click the OK button.Step 34
Click the Close button.Step 35
Click the Close button.Step 36
Click the Cancel button.Step 37
You have successfully completed this lesson.
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