The P.50.01 Agreements screen is the starting point for working with agreements. Here you create agreements and then go to the P.50.07 Maintain Agreements screen to see and maintain all the details of an agreement including line items, item shipments, attachments, costs, progress payment events, and so forth.
The agreements shown on P.50.01 depend on the privileges you own. If you own the ASSIGN BUYER privilege, you can see all agreements regardless of the assigned buyer. In this case, you are also allowed to change the buyer for an agreement cycle. If you own the BUYER privilege, you can only see those agreements for which you are the buyer. In this case, you are not allowed to change the buyer of an agreement cycle. If you don’t own any of these privileges, you will not see any agreements at all.
The Project field shows the project of the agreement. If you have the MULTI PROJECT privilege, you can view the agreements of all projects to which you have access.
Agreements created in projects other than the login project can only be viewed; you cannot change these agreements. If you don’t have the MULTI PROJECT privilege, only the agreements of the login project appear.
The Agreement Number field shows the name (number) of the agreement. To see or maintain the full details of an agreement cycle, you can double-click on this field to open the P.50.07 Maintain Agreements screen.
The type of the agreement is displayed in the Type field. All available types are listed in the table below.
|
Type |
Meaning |
Order/Subcontract |
|---|---|---|
|
BO |
Blanket Order |
Order |
|
BOR |
Blanket Order Release |
Order |
|
CO |
Change Order |
Order, Subcontract |
|
FO |
Field Order |
Order |
|
FO |
Field Order |
Subcontract |
|
MA |
Master Agreement |
Subcontract |
|
MP |
Manual Order |
Order |
|
NC |
Notice of Commitment |
Order |
|
PO |
Purchase Order |
Order |
|
RO |
Rental Order |
Order |
|
RO |
Rental Order |
Subcontract |
|
SC |
Subcontract |
Subcontract |
|
SV |
Service Agreement |
Subcontract |
|
WO |
Work Order |
Subcontract |
The Order agreements are available in the subsequent Expediting, Traffic, and Site modules once these agreements have been approved. Manual purchase orders (MP) are not based on a quote summary or an engineering requisition. They are not available in any subsequent module.
The Subcontract agreements are available in the subsequent Subcontract Management module after they have been approved.
The Origin field displays the name of the office responsible for this agreement. All origins defined on the A.10.33 Origins screen can be entered. You can double-click in this field to open the A.10.33 screen. When you update the origin of an agreement, this update is performed for all agreements of the agreement cycle.
The currency of the agreement is displayed in the Currency field.
The buyer assigned to and responsible for this agreement is shown in the Buyer field. When you update the buyer of an agreement, this update is performed for all agreements of the agreement cycle. You must have the ASSIGN BUYER privilege to be allowed to change the buyer of an agreement cycle. Any user with the BUYER privilege can be assigned as a buyer.
The Section field shows the section assigned to this agreement. When you update the section of an agreement, this update is performed for all agreements of the agreement cycle.
The agreement descriptions appear in the Short Desc and Description fields.
The name of the office that has issued the agreement is shown in the Issued by field. All origins defined on the A.10.33 Origins screen can be entered. You can double-click in this field to open the A.10.33 screen. When you update the origin of an agreement, this update is performed for all agreements of the agreement cycle.
You can click the Order By ... button at the bottom to change the order by criteria for the displayed records.