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Tips   Choose contract items

When adding items to a requisition, you can add items associated with a contract if you have been given direct release access to the contract.

When you have direct release access to a contract, the Contract pull-down menu displays on the Add Items screen.

Use the Include contracts that have unrestricted release access check box to display all contracts from which you can select items. Uncheck the box to display only contracts for which you have direct release access. When you have access to several contracts, this is a handy way to reduce the list, and see only those contracts that you have explicitly been given access to use. If you change the default check box setting, your preference remains in effect until you change it again.

Related topics

About contracts

About the contract request process

Create releases against contract

Contracts permissions

Add items to a requisition

 

Screen details

To display the Contract Chooser screen, click Add Items in the Navigation Panel while creating a purchase requisition or click Explore > Catalogs on the Home page, then select Options > Contracts > Other.

 

To add items from a contract to your requisition:

  1. On the Add Items screen, select Other from the Contract pull-down menu.
  2. Locate the desired item to add, and click Select.
  3. Repeat for each item you want to add.

If the list of available contracts is long, use the search field to narrow the list:

  1. Select a search field (such as Supplier) from the field pull-down menu.
  2. Enter search text (such as a supplier name) in the search field and click Search.
  3. Locate the desired item(s) and click Select.

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