Maximo Open Forum

Expand all | Collapse all

Purchase Orders and Purchase Contracts

  • 1.  Purchase Orders and Purchase Contracts

    Posted 11 days ago
    I am wondering what the best practice is when you have to revise a Purchase Contract that already has a release PO against it. In testing, it appears you cannot revise a PO if you have already revised the associated Contract that is tied to the PO. Is it best to create a new PO against the revised contract?
    #Procurement

    ------------------------------
    Adam Ames
    Kwik Trip, Inc.
    ------------------------------


  • 2.  RE: Purchase Orders and Purchase Contracts

    Posted 10 days ago
    It is possible to revise, but it's restricted as it definitely isn't always the best practice. Essentially, when you revise you are stuck on the same revision of the contract. So if you increased the amount of the contract for example, you wouldn't be able to use those additional funds on the existing POs. But there are other reasons to revise a PO so Maximo allows you to still revise the PO if necessary. 

    To revise a PO that has a contract revision, you have to check a checkbox on the PO (attribute is IGNORECNTREV, title is "Bypass Contract Revision on PO Approval"). If you have security permission for the option, it will be displayed right below the SITEID in the PO application out of box. Checking that will allow you to approve a revision even if the contract has changed, provided that other criteria (such as sufficient funds) are still met.

    ------------------------------
    Steven Shull
    Projetech
    ------------------------------



  • 3.  RE: Purchase Orders and Purchase Contracts

    Posted 10 days ago
    Thank you for the great information. So, best practice is that if you need to revise a Contract then you will need to create a new PO off of that Contract. That makes sense.

    ------------------------------
    Adam Ames
    Kwik Trip, Inc.
    ------------------------------