Commodity

Note: The Commodity Line Discontinued field facilitates an option for you to specify a specific commodity line on the Master Agreement transaction to be restricted for any new business while allowing the processing of the rest of the cycle on existing orders. Additionally, the rest of the commodity lines in the MA can have no restrictions. For example, the vendor supplying concrete on a building MA supplied poor grade concrete but the rest of the commodities were delivered in good condition and on time. Selecting the Commodity Line Discontinued check box on the concrete commodity line would restrict any new Requisition or Purchase Order transactions from being created for the MA.

If the MA transaction is being integrated with Maximo, then the following applies. (Refer to the “Integration Parameters (INTCTRL)” topic in this user guide for information on determining whether Maximo is integrated.)

• The Line Type must be Item, Service, or Cost Plus.

• If the Line Type is Service, Catalog or Discount, then the External Item field must be blank.

• The entered Commodity Code must be marked as External Service on the Commodity table.

• If the Line Type is Item, then the External Item field is required.

• The entered Commodity Code must be associated with the External Item as entered on the Item table.

• If the Commodity Code is not entered t will be defaulted to the Commodity Code associated with the External Item on the Item table.

• If the Line Type is Cost Plus, then the Discount Percentage field must be blank.

• If the Line Type is Cost Plus, then the Markup Percentage field must be populated.

The Mandatory Source flag is used to identify commodities that should be used as Mandatory Source commodities on Master Agreement transactions. The Mandatory Source flag can be manually selected for specific commodity lines or you can mark all commodity lines as Mandatory Source by selecting the Make All Lines Mandatory Source action from the Related Action menu on the Header tab of the Master Agreement. On submit of the Master Agreement the system will add a line to the Mandatory Source Master Agreements Lines (MSMALS) table for each commodity line identified as Mandatory Source. Refer to the “Mandatory Source Functionality” topic for more information.

The following field is required:

• Line Type*

*Note: The Catalog and Discount Line Types cannot be chosen if the buysense flag is selected for the MA Transaction Type on the Procurement Transaction Control (PRDOC) table.

The following fields are required if the Line Type is Item:

• Commodity Code

• Quantity

• Unit

• Unit Price

• Lock Catalog List Price must equal False

• Allow Promotional Pricing cannot be selected

The following fields are required if the Line Type is Service:

• Commodity Code

• Contract Amount

• Service From

• Service To

• Lock Catalog List Price must equal False

• Allow Promotional Pricing cannot be selected

The following fields are required if the Line Type is Discount:

• Commodity Code

• List Price

• Discounted Unit Price

• Lock Order Specs cannot be selected

• Lock Catalog List Price must equal False

• Allow Promotional Pricing cannot be selected

The following fields are required if the Line Type is Catalog:

• Commodity Code

• Catalog

• Discount Percentage

• Discount Effective From

• Discount Effective To

• Lock Order specs must be selected

Note: At least one catalog record associated with the Commodity Line must exist on the Catalog Maintenance table. 

The following field is conditionally required, based on site specific setup on the Transaction Control (DCTRL) table:

• Commodity Line Description

The following fields are conditionally required, based on site specific setup on the Procurement Transaction Control (PRDOC) table:

• Commodity

• Maintenance

• Shipping Location

• Shipping Method

• Free on Board

• Delivery Date

• Delivery Type

• Billing Location

• Packing Instructions

• Hazardous Materials

• Special Handling

• Additional Handling

• Manufacturer

• Model

• Warranty Type

• Underage Tolerance Quantity

• Underage Contract Amount

• Overage Tolerance Quantity

• Overage Contract Amount

Refer to the "MA Transaction Type" topic for information on the Inactive Line functionality.

If the Enforce Transaction Department Validation field on the Transaction Control (DCTRL) page is selected, the values entered in the following fields are validated against the Transaction Department to verify that the value entered is authorized for that specific Transaction Department:

• T & C Template

• Ref Doc Dept

• Shipping Location

• Billing Location

The Environmentally Preferred Purchase (EPP) section is only available when the ENABLE_EPP parameter is set to Yes on the Application Parameter (APPCTRL) table. This section can be used to define:

• Product Certifications

• Recycled Content

• EPP Attributes

• EPP Product

If the Allow Extended Description Edit check box on the Procurement Transaction Control (PRDOC) page is checked, editing is allowed on the Extended Description field on the subsequent versions of the transaction.

• Load T and C - Populates lines on the Commodity T & C tab with values defined for the T&C Template entered on the Commodity line. These T&C's apply to only the selected commodity line.

• Ship/Bill From Header - Populates the Shipping & Billing section on all existing commodity lines with the values entered in the Default Shipping/Billing section on the Header.

• Extended Description - This action transitions you to the Commodity Extended Description page, which allows you to add additional information for the selected Commodity line than what can be captured in the Extended Description field.  

• Load Catalog - Transitions you to the Upload Catalog page to initiate a load of Catalog records from a Microsoft Excel file. Please refer to the ”Step 2: Upload the Catalog File” topic for information about this page.

• View/Edit Catalog - Transitions you to the Catalog Maintenance table, filtered by the latest version of catalog items (Active and Inactive, Final and Draft), associated with the Master Agreement’s Commodity Line. If the Master Agreement’s Phase is Draft, then the catalog records may be inserted, modified, or deleted directly on the table. If the Master Agreement’s Phase is Final, then the catalog records may only be viewed. Please refer to the ”Catalog Maintenance Table” topic for more information.

• Catalog Error Log - Transitions you to the Catalog Error page, filtered for error messages returned for this Master Agreement’s Commodity Line’s last catalog load. This link is only active if at least one error message exists for this Master Agreement’s Commodity Line. Please refer to the ”Fix Errors Listed on the Catalog Error Log Page” topic for more information.

• Catalog Upload Request – Transitions you to the Request Status page, which displays the status of all requests to upload a catalog to the selected transaction.