Defining purchasing clauses
Define purchasing clauses to create a list of legal agreements. Attach purchasing clauses to contract classes, purchase orders, or blanket purchase orders. Use the International Standards Organization (ISO) purchasing clauses predefined in the system, or define purchasing clauses to suit your organization’s needs. You can also edit purchasing clauses after creating them as necessary.
Finally, you can create hierarchies with a general purchasing clause as a parent and more specific purchasing clauses set up as children.
To define purchasing clauses:
- Open the Purchasing Clauses form.
- Click .
- Organization—Enter the organization to which the purchasing clause belongs if you use multi-organization security.
- Clause—Enter a unique code identifying the purchasing clause, and then enter a description of the purchasing clause in the adjacent field.
- Class—Enter the class of the purchasing clause.
- Sequence Number—Enter a number to indicate the order of the child purchasing clause in relation to the parent purchasing clause, if applicable. The sequence number determines the hierarchy of the child purchasing clauses.
- Parent Clause—Enter the parent purchasing clause, if applicable.
- Out of Service—Select to prevent the purchasing clause from being displayed in the lookups.
- Click .