When creating, approving and releasing a Purchase requisition (PR) line with a possible applicable purchase agreement (PA) or trade agreement (TA), it is not efficient and in some steps even not possible to link the best / applicable PA/TA.

See below for suggestions in every step. There are no workarounds available at this time.

• When creating a PR line with an item number
• It is only possible to select one of the vendors who has an effective agreement for this item, even if multiple agreements are applicable. No choice of changing the PA to another PA or see which other vendors have applicable PA's. The system will link the PA automatically if the vendor with a PA is chosen
• Asis it is only possible to see max three vendors in the dropdown for an item
• Primary vendor
• One vendor with a trade agreement
• One vendor with a purchase agreement
• Asis it is possible to see all vendors (if set up in the purchase policy) but no indication whether there is one or multiple valid Purchase agreements available for a vendor.
• Suggestion: make all vendors with effective trade agreements & purchase agreements available (for items). Automatically choose the cheapest one. Indicate next to the vendor whether there is an agreement for this item/category.
• When submitting a PR line with an item number to the workflow
• In this step it is possible to select all vendors, but there is no clarity which vendors have a (trade or purchase) agreement effective for this item. Changing the PA from one to another one, e.g. when there are multiple agreements available for the same vendor, this is overwritten by the system again.
• Suggestion: when selecting a vendor, make a change in PA possible and Indicate next to the vendor whether there is an agreement for this item/category.
• When releasing an approved PR line to a PO
• When adding a vendor to the PR line in this step (PR = approved) it is not possible to link a PA. There is also no automatic link to an applicable PA.
• Suggestion: When selecting a vendor in this popup, indicate next to the vendor whether there is an agreement for this item/category. Also make the option to choose / select the agreement possible in this step.