Outline agreements
An outline agreement is a price and a target agreed with a supplier for a specific period. Once the agreement is put into effect, order lines are linked to the agreement (release); the line's price comes from the agreement and the released quantity/amount counts towards the target.
ScreenModule
Procurement
Menu path
Satın Alma › Kaynak Bulma › Çerçeve Sözleşmeler · Çerçeve Sözleşme Oluştur (Procurement › Sourcing › Outline Agreements · Create Outline Agreement)
Screen route
/erp/procurement/contractsRequired permission
erp-procurement-contracts.view (görme) · .create (oluşturma) · .edit (düzenleme, yürürlüğe alma, kapatma, iptal, çağrı)List
Columns: Sözleşme No (Agreement No), Tür (Type), Tedarikçi (Supplier), Geçerlilik (Validity), Hedef Tutar (Target Amount), Durum (Status). Filters: Ara (Search), Durum (Status).
Agreement form
- 1Type — quantity, value or schedule
- 2Supplier
- 3Validity period
- 4Add item
- 5Save Draft
| Field | Rule |
|---|---|
| Tür (Type) | Miktar Sözleşmesi (Quantity Contract; target quantity per item) · Değer Sözleşmesi (Value Contract; target amount for the whole document) · Teslimat Planı (Scheduling Agreement; target quantity per item and dated delivery lines). |
| Tedarikçi (Supplier) | Mandatory. |
| Para Birimi (Currency) | Mandatory, three letters. |
| Geçerlilik Başlangıcı (Valid From) · Bitiş (Valid To) | Mandatory; the end cannot be before the start. |
| Hedef Tutar (net) (Target Amount (net)) | Value contract only; greater than zero. |
| Items | At least one item (Ürün Seç (Select Item) / Ürün ekle (Add item)): an active, purchasable card, unit, unit price (net, cannot be negative), target quantity (mandatory for quantity contracts and scheduling agreements; for the other, empty = unlimited). An item can appear only once with the same unit. |
| Note | Optional. |
Taslağı Kaydet (Save Draft) saves the agreement as Taslak (Draft).
Statuses and actions
| Status | Meaning | Actions |
|---|---|---|
| Taslak (Draft) | Can be edited; no release is possible. | Düzenle (Edit) · Yürürlüğe Al (Put into Effect) · İptal Et (Cancel) |
| Yürürlükte (In Effect) | Release orders can be opened within the validity period. | Kapat (Close; reason mandatory) · İptal Et (Cancel; if never released) |
| Kapandı (Closed) | The remainder can no longer be released. | — |
| İptal Edildi (Cancelled) | A draft agreement, or one that was never released, was cancelled. | — |
If there is an order line linked to the agreement, cancellation is rejected: "Sözleşmeye bağlı sipariş satırı var — iptal yerine kapatın." (There is an order line linked to the agreement — close it instead of cancelling.)
Release
- From an order line: On the order form, the agreement is selected in the line details. Rules: the agreement must be in effect, belong to the same supplier, be in the same currency and be valid on the order date; the item and unit must be the same as the agreement item; the price comes from the agreement and no line discount can be entered; the total released cannot exceed the target.
- From the scheduling agreement: Dated lines are entered in the Teslimat Planı (Delivery Schedule) section of the details (the schedule cannot exceed the target, and the day must be within the agreement's validity). Vadesi Gelenleri Çağır (Release Due Lines) converts the lines due up to the selected date into draft release orders; Sipariş Tarihi (Order Date) is the date of the order to be created.
Rejection messages
| Message | Reason |
|---|---|
| ‹Sözleşme No› yürürlükte değil — çağrı yapılamaz. (‹Agreement No› is not in effect — no release is possible.) | Draft or closed agreement. |
| ‹Sözleşme No› bu tedarikçinin sözleşmesi değil. (‹Agreement No› is not an agreement of this supplier.) | |
| ‹Sözleşme No› sipariş gününde geçerli değil. (‹Agreement No› is not valid on the order date.) | |
| HAM-0001: fiyat sözleşmeden gelir (… TRY, satır iskontosu yok). (HAM-0001: the price comes from the agreement (… TRY, no line discount).) | The line price was changed. |
| HAM-0001: ‹Sözleşme No› hedefi … — çağrılan …. (HAM-0001: target of ‹Agreement No› … — released ….) | The target was exceeded. |
| Yalnız taslak sözleşme düzenlenir. · Yalnız taslak sözleşme yürürlüğe alınır. (Only a draft agreement can be edited. · Only a draft agreement can be put into effect.) | |
| Sözleşme en az bir kalem ister. (The agreement requires at least one item.) |
In the message, ‹Sözleşme No› is replaced with the agreement number.