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:

  1. Select Purchasing > Setup > Purchasing Clauses.
  2. Click New Record.
  3. Specify this information:
    Organization
    Specify the organization to which the purchasing clause belongs if you use multi-organization security.
    Clause
    Specify a unique code identifying the purchasing clause, and then specify a description of the purchasing clause in the adjacent field.
    Class
    Specify the class of the purchasing clause.
    Sequence Number
    Specify 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
    Specify the parent purchasing clause, if applicable.
    Out of Service
    Select to prevent the purchasing clause from being displayed in the lookups.
  4. Click Save Record.
Parent topic: Defining initial purchase information