How do I agree prices with a vendor for a period?

Make a Purchase Agreement for the vendor and period, with the item-quantity commitment, and a line per item, unit and price. While it is valid, a purchase order line for that vendor, currency, item, unit and project takes the agreed price before the price list.

Screen

Purchase Agreement (Purchasing › Purchase Agreement)

Who

The purchase manager

Takes effect

On save, for orders dated inside the period

Needs first

Purchase Agreement Classification

Steps

1. Open Purchase Agreement, New. Subject, Agreement Classification, Agreement Commitment (the item-quantity one), Vendor Account, Date From, Date To, Currency, and Project if it is for one project. Create.
2. Add a line per item: Item No, Unit, Quantity, Price.
3. Save.

Check it worked

• On a new purchase order for the vendor, the item's line shows the agreed price, with Purchase Agreement as its Price Origin.

If something looks wrong

• The order took the price list's price. The order's unit, currency, project or date does not match the agreement, or the commitment is not the item-quantity one.
• Ordering more than the agreed quantity was not stopped. The agreement does not check quantities.

Related

• Create a purchase order