Create a purchase contract from harvest order and harvest planning pages

Article • 11/28/2024 • 3 min read

Creating a purchase contract from a harvest order or harvest planning page streamlines procurement, reduces errors, and enhances visibility. This efficiency improves resource management, controls costs, and fosters better supplier relationships.

This functionality is available only when the Aptean Commodity Harvest Planning extension is integrated in conjunction with the Aptean Contract Management extension.

The following procedure describes how to perform this activity from the Harvest Order page.

  1. Select the Search icon , enter Harvest Orders, and then choose the related link.
    The Harvest Orders list page opens.
  2. Create a harvest order. For more information, see Harvest Orders.
  3. On the Lines FastTab, on the action bar, select Purchase > Create Purchase Contract to create a purchase contract for a selected line of the harvest order.
    Or, on the Harvest Order page, on the action bar, select Purchase > Create Purchase Contract to create a purchase contract for all lines of the harvest order.
    The Create Purchase Contract page opens.
  4. The Contract Start Date field gets inherited with the values from the Season Start Date field on the Harvest Order page. However, this is an editable field, and you can manually select a date. The contract starts on this date.
  5. In the Contract End Date field, select a date from the displayed calendar. This is the date that the contract will expire.
  6. Click OK. The purchase contract is created.
    The created purchase contract line contains the global lot attribute values of the item selected on the harvest order. The line also reflects the value of the Qty. to Harvest field on the harvest order line in the Contract Qty field.

The harvest order line shows the total quantity of unposted purchase contracts in the Open Qty. in Purchase Contract field.

The No. of Open Purchase Contracts field in the FactBox displays the total number of purchase contracts linked to the harvest order.

After creating a purchase contract from the harvest order, you can create a purchase order from the contract. For more information, see Create purchase order associated with the purchase contract.

The following procedure describes how to perform this activity from the Harvest Planning page.

  1. Select the Search icon , enter Harvest Planning, and then choose the related link.
    The Harvest Planning list page opens.
  2. On the action bar, Select Purchase > Create Purchase Contract to create a purchase contract for the selected line(s) of the harvest planning.
    The Create Purchase Contract page opens.
  3. The Contract Start Date field gets inherited with the values from the Season Start Date field on the Harvest Order page. However, this is an editable field, and you can manually select a date. The contract starts on this date.
  4. In the Contract End Date field, select a date from the displayed calendar. This is the date that the contract will expire.
  5. Click OK.
    The purchase contract is created.

If multiple lines on the harvest planning page have been selected with different values in the Season No. and Vendor No. (Pay to) fields, the system generates multiple purchase contracts based on similar records. The created purchase contract line contains the global lot attribute values of the item selected on the harvest order. The line also reflects the value of the Qty. to Harvest field on the harvest order line in the Contract Qty field.