The procedure to link a catalogue to a purchasing definition is as follows:
- Navigate to Quick Menu > Purchasing > Configuration > Supplier Agreements. The Supplier Agreement window is displayed.
- Expand a supplier record within the relevant agreement type subheading and select a purchasing agreement from the hierarchical list, or type its name into the Search for Supplier Agreements field. By default the list is filtered to show Current agreements. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations
1.
- Click on Definition. The Definition tab is activated, revealing all purchasing frameworks linked to the supplier agreement in current focus.
- Highlight the row matching the purchasing definition for which a supplies catalogue is available to steer the materials ordering process.
- Click on Add Catalogue to Definition. The Add Catalogue to Supply Definition window is displayed.
- Using the Catalogue reference drop-down field, select the desired catalogue entry matching the supplier agreement; the Catalogue name, Catalogue status and Catalogue description fields are all populated with details extracted from the catalogue record 2.
- Use the Comments field to add contextual information qualifying the scope and coverage of the chosen supplies catalogue.
- Choose an Effective from date for this catalogue mapping i.e. the date on which it came into effect 3.
- Choose an Effective to date if the catalogue mapping is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the link will remain in perpetuity.
- Click on Save. The linked supplies catalogue is displayed in the Catalogues for Definition summary table.
Note
1 The Search for Supplier Agreements field will match against any element of the agreement name or assigned reference.
2 Only those catalogues configured for the overarching supplier record will be available for selection.
3 The Effective from date defaults to the current system date and cannot be left blank.
See related topics...
Purchasing supply chain maintenance overview
To create a new purchasing definition for a supplier
To create a new supplier record
