Creating and Loading Contract Purchase Order in Sage X3?

Following article describes that how we can create contract and load the newly created contract in Purchase Order in Sage Enterprise Management (Formerly known as Sage X3).
Creating Contract:
To create a contract, go to Purchasing in top bar as shown below: Purchasing Orders Open Orders Click on Purchasing, Orders and then Open Orders Word Image The following window will appear as shown below. To create a new contract, click on New as shown below in Red box. Once clicked a new window will appear as shown, where you will have to assign values and required details. All fields given with asterisk are mandatory and specific values must be assign before we can proceed. These fields are shown in red box below. Word Image Once the Open order has been selected the following window will appear, select All Full entry and proceed. Word Image Click New to create a new order as shown below. Word Image Fill in all mandatory fields, as shown in red boxes. Word Image The tabs are shown here, Management, Product and Total. Word Image Under products, assign all product details. Word Image Word Image Once contract has been created we’ll add the contract in Purchase Order. The following section provides necessary information to load a contract in PO. Loading Contract in PO: To load a contract in PO, go to: Purchasing Orders Orders Word Image Select All Full entry and Proceed Word Image Click new as shown below, to add new contract. Word Image As mentioned earlier, you need to provide values in all mandatory fields before we can proceed. All mandatory fields are given in red boxes. As shown in green box below, you can select if order is from contract or not, once you have selected that the it is a contract (Contract Yes/No), you can assign contract number in “Contract Number” field. Tax rule and invoicing site fields are also mandatory as mentioned earlier. Word Image Word Image Under line tab, assign contract and product. Word Image Once it has been created you can print it by simply clicking Printer sign in right hand side as shown below. Click Record, the window will appear. Word Image Select first report as shown below. Word Image Word Image It’ll download and open the report Word Image Once the order has been created we will load this order in to the container

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