The ‘Framework Agreement’ feature gives you the option to create framework agreements for your purchasing products, which you can then retrieve in purchase orders to your suppliers. For example, if you have negotiated a cheaper price with your suppliers for a certain quantity of frame and period, you can add a framework agreement to a purchase price and enter the release quantity there for a fixed period of time. A submitted purchase order to your supplier is added for your release and shows you the current status.
Steps to create a framework agreement for a purchase price:
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Go to an article about master data > Article > Edit articles > Tab: Purchasing and
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Create the negotiated new purchase price there or click in an existing price to expand it with the framework contract information.
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Activate the ‘Framework Agreement’ by checking the box for the Framework Agreement.
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In the ‘Framework Agreement’ section, you can now enter the following information:
Quantity: enter the release quantity here.
Date range from - to: enter the retrieval period here, e.g. one year.
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Optional: Add more information in the 'Internal Comment', e.g. the agreement number or reference.
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Click Save to get the framework agreement data in the price overview.
Tip
You can view the quantity called up and the framework agreement in the overview of the purchase prices of a product or in the overall view of all framework contracts.
A Gradual price is a pricing in which the price per unit (for example, per unit, per kilogram) varies based on the quantity ordered. The larger your order quantity in an order, the lower the price per unit.
A framework agreement is an arrangement between you and your supplier that sets out terms such as prices, delivery times, payment terms and other relevant aspects.Within the framework contract, you are usually free in specific individual call quantities and time or seasonal planning.
Note
The unit price negotiated in the framework agreement is maintained directly as a new purchase price with quantity '1' not as a gradual price.If the framework agreement has expired and you have not renewed it, you can deactivate the price by entering an expiration date.
To retrieve a product quantity at the negotiated piece purchase price, you create a purchase order on your supplier and the corresponding product purchase price.
The prerequisite for calculating the quantity of your framework agreement is the date of your purchase order document (= purchase order date).
Note
Purchase orders must be sent within the time period for which you have set your framework agreement. Only then will the product quantity of the purchase order be deducted from the specified release quantity in the framework agreement. Created purchase orders in draft mode will also be displayed and added to you.
You can find the overview of your entire framework agreements via the Smart Search or via the Xentral Appstore via 'Framework Agreement (Suppliers)'.
The following information is available to you regarding the framework agreement:
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Item number and designation
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Supplier, purchasing price and quantity of framework agreement to be retrieved
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Framework agreement start and end date
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Retrieved quantity based on all purchase orders created during this period
The number in the ‘Quantity’ column indicates the total quantity for which the framework agreement has been concluded. The ‘Retrieved’ column indicates the number of units of the product that was actually ordered by you during the period of the framework agreement. If a corresponding purchase order is created and/or released, the number increases. If a purchase order is cancelled, the quantity from this purchase order is deducted from the retrieved quantities again.
Tip
In the detailed view of the framework agreement, you will find all purchase order documents regardless of status. All purchase orders with status ‘Created’, ‘Approved’, ‘Sent’ are added to the release quantity. ‘Cancelled’ is not added, as are orders outside the framework agreement (from-to period).