Setting Up Agreement Selection or Assignment

You must assign agreements to transactions for the system to match the transaction to the correct agreement and to monitor the activity. Companies that use Agreement Management have different requirements and operating procedures. Therefore, you can select the method to use to assign agreement numbers. You can assign agreement and supplement numbers to transactions in one of these ways:

Manually assign the agreement and supplement numbers during order entry.
Automatically assign agreement and supplement numbers during order entry, including batch and electronic data interchange (EDI) processing.
Select an agreement during order entry.

You must set the associated processing options for each of the programs that integrate with Agreement Management to process agreement transactions during order entry.

Note: If you leave the processing option blank in an order entry program, you cannot assign agreements in that program. Agreement Management processing is not activated.

You can set processing options for Agreement Management in these order entry programs:

Sales Order Entry (P4210) and related order entry programs.
Batch Edit and Creation (R4210Z).
EDI Order Edit/Create.
Purchase Orders (P4310).

You can set up the Shipment Confirmation program (P4205) in Sales Order Management and the Transportation Load Confirmation program (P49640) in Oracle's JD Edwards EnterpriseOne Transportation Management system to process borrow agreements that involve foreign depots. At those points in the process, the system requires an agreement. You can select the method of assignment.