Purchase agreements (form)

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Accounts payable > Common > Purchase orders > Purchase agreements. To open an existing purchase agreement, double-click the purchase agreement. To create a new purchase agreement, on the Action Pane, in the New group, click Purchase agreement.

–or–

Click Procurement and sourcing > Common > Purchase orders > Purchase agreements. To open an existing purchase agreement, double-click the purchase agreement. To create a new purchase agreement, on the Action Pane, in the New group, click Purchase agreement.

Use this form to create, modify, delete, and follow up on purchase agreements. You can also create release orders for purchase agreements in the Purchase agreements form.

Tasks that use this form

Create a purchase release order

View purchase or sales release order lines

View history of confirmed purchase agreements

View vendor invoice lines for a purchase agreement

Examples

Purchase agreements are often used when you buy large quantities from a vendor, and when you have obtained special discounts.

An agreement can have several commitments in the agreement contract. Each commitment is represented by a line in the Purchase agreements form. When you assign a commitment type to a commitment, you define how purchase agreements are completed.

Navigating the form

The following tables provide descriptions for the controls in this form.

Purchase agreement actions

Action button	Description
Purchase agreement	Create a new purchase agreement.
Release order	Create a new release order for the purchase agreement. Note You cannot create a release order for a purchase agreement if the classification that you selected for the purchase agreement requires direct invoicing. For more information, see Agreement classification (form).
Edit	Modify the selected purchase agreement.
Delete	Delete the selected purchase agreement.
Change primary contractor	Change a co-contractor to the primary contractor on the purchase agreement. Note This control is available only if all three of the following conditions are met: The Public Sector configuration key is selected. The French regulatory configuration subkey is selected. The Use French public sector accounting rules check box in the Budget parameters form is selected. In versions of Microsoft Dynamics AX 2012 prior to cumulative update 7, only the Public Sector configuration key must be selected, but the primary address of the legal entity must be in France.
Activities	Open the Activity summary form, where you can enter milestones and tasks on the purchase agreement. Note This button is available only if the Public Sector configuration key is selected, and if the Activities check box is selected in the Purchase agreement classification form.
Header view	View header and header-related information on FastTabs.
Line view	View the header and line information together. You can expand the lines and line details tabs to see more information about lines.
Confirmation	Confirm and print the purchase agreement.
Pro forma	Save a pro forma confirmation of the purchase agreement to an external file, and print the pro forma confirmation.
Create child agreement	Create a child purchase agreement that can be used as a tranche or lot of the purchase agreement. You can select the vendor that is listed on the parent purchase agreement or any of the subcontractors or co-contractors on the parent purchase agreement as the vendor on the child purchase agreement. If you have added lines to a purchase agreement, the purchase agreement cannot be used as a parent agreement, and this button is not available. Note This control is available only if all three of the following conditions are met: The Public Sector configuration key is selected. The French regulatory configuration subkey is selected. The Use French public sector accounting rules check box in the Budget parameters form is selected. In versions of Microsoft Dynamics AX 2012 prior to cumulative update 7, only the Public Sector configuration key must be selected, but the primary address of the legal entity must be in France.
Department access	Manage departmental access to the purchase agreement, and set the maximum release amounts. Note This control is available only if all three of the following conditions are met: The Public Sector configuration key is selected. The French regulatory configuration subkey is selected. The Use French public sector accounting rules check box in the Budget parameters form is selected. In versions of Microsoft Dynamics AX 2012 prior to cumulative update 7, only the Public Sector configuration key must be selected, but the primary address of the legal entity must be in France.
Generate sales agreement	Generate an intercompany sales agreement that is based on the purchase agreement. Note This button is only available if the Intercompany configuration key is selected.
View sales agreement	View the intercompany sales agreements that are based on the purchase agreement. Note This button is only available if the Intercompany configuration key is selected.
Purchase agreement confirmations	View the purchase agreements that have been confirmed.
Release order lines	View all purchase order lines that have been released from the purchase agreement. Note You cannot create a release order for a purchase agreement if the classification that you selected for the purchase agreement requires direct invoicing. For more information, see Agreement classification (form).
Invoice lines	View all vendor invoice lines for one or more purchase orders that have been released from the purchase agreement.
Purchase agreement tree	Open the Purchase agreement tree form, where you can view the relationship between parent and child purchase agreements. Note This control is available only if all three of the following conditions are met: The Public Sector configuration key is selected. The French regulatory configuration subkey is selected. The Use French public sector accounting rules check box in the Budget parameters form is selected. In versions of Microsoft Dynamics AX 2012 prior to cumulative update 7, only the Public Sector configuration key must be selected, but the primary address of the legal entity must be in France.
Attachments	View documents that are already attached to a selected record, or attach documents to the selected record.

General actions

Action button	Description
Print management	Open the Print management setup form, where you can view, copy, or override the transaction's default settings for print management. You can also set up a new copy of print management. Changes affect only the selected transaction. For more information, see Set up print management for a transaction.

Purchase agreement header

This tab is displayed only in the line view of the form.

Field	Description
Default commitment	Select the type of commitment that you and the vendor agree on for the purchase agreement. The commitment type indicates whether you agree to purchase a specific quantity of products or products for a specific amount from the vendor. If you change the default commitment type, and then create a new line, the line is defined by the commitment type that you selected. You can have multiple types of commitments on the purchase agreement. Select one of the following values: Product quantity commitment – You agree to purchase a specific quantity of products. The lines that use this commitment type are defined by an item number, and the quantity and unit that were agreed on. The Amount field is not editable. Product value commitment – You agree to purchase products for a specific amount. The lines that use this commitment type are defined by an item number and the amount that was agreed on. The Quantity and Unit fields are not available. Product category value commitment – You agree to purchase for a specific amount and from a specific procurement category. The lines that use this commitment type are defined by a procurement category in the hierarchy of procurement categories and an amount. The Quantity and Unit fields are not available. Value commitment – You agree to purchase for a specific amount, and from a top-level procurement category or the category's subordinate categories. The lines that use this commitment type are defined by the top-level procurement category in the hierarchy of procurement categories and an amount. The Quantity and Unit fields are not available.
Currency	The currency code. By default, the currency code that is specified in the Vendors form is used when a purchase agreement is created. You can change the currency code if the Price and discount is fixed check box is cleared and you have not yet used the agreement. Note You can find the Price and discount is fixed check box on the Line details FastTab in the Purchase agreements form.
Effective date	The effective date of the purchase agreement. You can start to use the purchase agreement prior to the effective date if your requested delivery date on the purchase order line is within the validity period of the purchase agreement. The validity period of the purchase agreement is defined by the Effective date and Expiration date fields on the agreement. Note By default, when you create a new line, the value of the Effective date field is used as the effective date of the line. The effective date is not valid until it is used on a line. You can have different effective dates on different lines.
Expiration date	The last date that the purchase agreement is valid. Note By default, when you create a new line, the value of the Expiration date field is used as the expiration date of the line. The expiration date is not valid until it is used on a line.
Status	The current status of the purchase agreement. The following values are used: On hold – The agreement is waiting to become valid, or the agreement has been closed and is no longer used. Effective – The agreement is valid, and you can use it.

Purchase agreement lines

This tab is displayed only in the line view of the form.

Button	Description
Add line	Add a new purchase agreement line. When you add a new purchase agreement line, you are said to make a commitment.
Remove	Remove the selected purchase agreement line.
Release order lines	View the purchase order lines that are released from the selected purchase agreement line.
Invoice lines	View the vendor invoice lines for the purchase order that is released for the selected purchase agreement line.
Export to Microsoft Excel	Export information from the form into Microsoft Excel.
Dimensions display	Select the inventory dimensions that you want to be displayed on the purchase agreement line.
Attachments	View documents that are already attached to a selected record, or attach documents to the selected record.

Field	Description
Item number	The unique identifier of the item. When you select an item, the item details are transferred from the Released product details form to the purchase agreement line.
Item/Category name	The name of the item or the category.
Procurement category	The procurement category in the hierarchy of procurement categories.
Configuration	The configuration of the item. The item configuration can only be specified on the purchase agreement line if the dimension is enabled in the Product dimension groups form. Note The item configuration is used as a matching criterion when you create a release order from a purchase order line that is linked to the purchase agreement. If the field on the purchase agreement line is blank, any value can be entered on the release order line.
Size	The size of the item. The item size can only be specified on the purchase agreement line if the dimension is enabled in the Product dimension groups form. Note The item size is used as a matching criterion when you create a release order from a purchase order line that is linked to the purchase agreement. If the field on the purchase agreement line is blank, any value can be entered on the release order line.
Color	The color of the item. The item color can only be specified on the purchase agreement line if the dimension is enabled in the Product dimension groups form. Note The item color is used as a matching criterion when you create a release order from a purchase order line that is linked to the purchase agreement. If the field on the purchase agreement line is blank, any value can be entered on the release order line.
Site	The site that the items are picked from. The item site can only be specified on the purchase agreement line if the dimension is enabled in the Product dimension groups form. Note The item site is used as a matching criterion when you create a release order from a purchase order line that is linked to the purchase agreement. If the field on the purchase agreement line is blank, any value can be entered on the release order line.
Warehouse	The warehouse that stores the items that have been purchased. The item warehouse can only be specified on the purchase agreement line if the dimension is enabled in the Product dimension groups form. Note The item warehouse is used as a matching criterion when you create a release order from a purchase order line that is linked to the purchase agreement. If the field on the purchase agreement line is blank, any value can be entered on the release order line.
Quantity	The quantity of an item that is expected to be released from the purchase agreement line. This quantity is expressed in its unit.
Unit	The unit in which the item is purchased. The unit of measurement cannot be changed after the purchase agreement is used in transactions.
Net amount	The net amount of the line. The net amount includes the discount given. Note If you enter the net amount manually, the Unit price field is blank. As a result, the default unit price on the corresponding invoice is also blank.
Discount percent	The discount percent for the line.
Unit price	The purchase price per price unit. The unit price is copied to the purchase order line when you use the purchase agreement. For more information, see About unit prices.
Expiration date	The last date that the purchase agreement is valid.

Line details

This tab is displayed only in the line view of the form.

Tab	Field	Description
General	Validity period for	The type of validity date on the purchase order line. For example, the validity date may be the requested delivery date. This date must be in the validity period of the purchase agreement. Otherwise, you cannot use the purchase agreement. Note This field is only available if the Intercompany configuration key has been selected.
	Effective date	The effective date of the purchase agreement line. You can start to use the purchase agreement line prior to the effective date if your requested delivery date on the purchase order line is within the validity period of the purchase agreement line. The validity period of the purchase agreement is defined by the Effective date and Expiration date fields on the agreement lines. You can have different effective dates on different lines.
	Expiration date	The last date that the agreement line is valid.
	Item/Category name	The name of the item or category.
	Max is enforced	Select this check box if you want the specified quantity or amount to be the maximum quantity or amount that can be released from the purchase agreement line. As a result, when you release a new purchase order line, the quantity or amount cannot exceed the remaining quantity or amount on the purchase agreement.
	Minimum release amount	The minimum release amount that is agreed on for each order line that uses the purchase agreement.
	Maximum release amount	The maximum release amount that is agreed on for each order line that uses the purchase agreement.
	Origin	The source of the purchase agreement. This field indicates whether the purchase agreement is the original order, or whether the purchase agreement was generated from a sales agreement in another legal entity.
Price and discount	Discount percent	The discount percent for the line.
	Cash discount amount	The amount of the line discount per price unit.
	Unit price	The purchase price per price unit. For more information, see About unit prices.
	Price unit	The number of units that the price is specified for.
	Price and discount is fixed	Select this check box to make price information mandatory. If this check box is selected, and you change any price information on a purchase order line that is linked to the purchase agreement, you receive a warning that the link has been removed. In addition, price information cannot be changed on the purchase agreement if the purchase agreement is linked to a purchase order line or an invoice journal.
Fulfillment	Remaining	The quantity or amount of items that are still available on the purchase agreement.
	Released	The quantity or amount of items that have been released from the purchase agreement, but that have not yet been invoiced or delivered.
	Received	The quantity or amount of items that have been received, but that have not yet been invoiced.
	Invoiced	The quantity or amount of items that are invoiced.
	Quantity	The quantity of an item that is expected to be released from the purchase agreement line. Note This field is only available for lines that are of the default commitment type, Product value commitment.
	Amount	The monetary amount of an item that is expected to be released from the agreement line. Note This field is only available for lines that are of one of the following default commitment types: Product value commitment Product category value commitment Value commitment
Project	Project ID	The identifier of the project.
	Category	The category of the item. If you specify a project in the header of the purchase agreement, this field is mandatory. You use the Projects form to specify the item categories that are available for the selected project. If you do not specify a project in the header of the purchase agreement, the value that is specified in the Items form is used by default.
	Activity number	The identifier that is used for the activity in the project that the purchase agreement line is associated with.
Product dimensions	Configuration	The configuration of the item. The item configuration can only be specified on the purchase agreement line if the dimension is enabled in the Product dimension groups form. Note The item configuration is used as a matching criterion when you create a release order from a purchase order line that is linked to the purchase agreement. If the field on the purchase agreement line is blank, any value can be entered on the release order line.
	Size	The size of the item. The item size can only be specified on the purchase agreement line if the dimension is enabled in the Product dimension groups form. Note The item size is used as a matching criterion when you create a release order from a purchase order line that is linked to the purchase agreement. If the field on the purchase agreement line is blank, any value can be entered on the release order line.
	Color	The color of the item. The item color can only be specified on the purchase agreement line if the dimension is enabled in the Product dimension groups form. Note The item color is used as a matching criterion when you create a release order from a purchase order line that is linked to the purchase agreement. If the field on the purchase agreement line is blank, any value can be entered on the release order line.
	Site	The site that that the items are picked from. The item site can only be specified on the purchase agreement line if the dimension is enabled in the Product dimension groups form. Note The item site is used as a matching criterion when you create a release order from a purchase order line that is linked to the purchase agreement. If the field on the purchase agreement line is blank, any value can be entered on the release order line.
	Warehouse	The warehouse that stores the items that have been purchased. The item warehouse can only be specified on the purchase agreement line if the dimension is enabled in the Product dimension groups form. Note The item warehouse is used as a matching criterion when you create a release order from a purchase order line that is linked to the purchase agreement. If the field on the purchase agreement line is blank, any value can be entered on the release order line.

General

This tab is displayed only in the header view of the form.

Field	Description
Name	The name of the vendor.
Vendor account	The vendor's account number.
Contact	The name of the vendor contact.
Vendor reference	The vendor's reference. The vendor uses this reference to track the purchase agreement internally.
Invoice account	The account number of the vendor that you want to pay. Use this field if the account number differs from the account number of the vendor that you placed the purchase order with.
Currency	The currency code. By default, the currency code that is specified in the Vendors form is used when a purchase agreement is created. You can change the currency code if the Price and discount is fixed check box is cleared and you have not yet used the agreement. Note You can find the Price and discount is fixed check box on the Line details FastTab in the Purchase agreements form.
Language	The language that is used for item names and to print external documents.
Validity period for	The type of validity date on the purchase order line. For example, the validity date may be the requested delivery date. This date must be in the validity period of the purchase agreement. Otherwise, you cannot use the purchase agreement. Note This field is only available if the Intercompany configuration key has been selected.
Effective date	The effective date of the purchase agreement. You can start to use the purchase agreement prior to the effective date if your requested delivery date on the purchase order line is within the validity period of the purchase agreement. The validity period of the purchase agreement is defined by the Effective date and the Expiration date fields on the agreement. Note By default, when you create a new line, the value of the Effective date field is used as the effective date of the line. The effective date is not valid until it is used on a line. You can have different effective dates on different lines.
Expiration date	The last date that the purchase agreement is valid.
Status	The current status of the purchase agreement. The following values are used: On hold – The agreement is waiting to become valid, or the agreement has been closed and is no longer used. Effective – The agreement is valid, and you can use it.
Purchase agreement ID	The unique identifier of the current purchase agreement.
Document title	Enter the title of the purchase agreement. You can enter any title that you want. For example, you can use the title to describe, in plain text, the types of products that the agreement covers. Note The title is printed on the confirmation of the purchase agreement. The title also appears in the New purchase order lookup form when you select the purchase agreement that you want to use for a new purchase order.
Preparer	The person who created the purchase agreement.
External document reference	Either your reference or the vendor's reference to an external document that is related to the current purchase agreement.
Purchase agreement classification	The type of purchase agreement. Note You select the agreement type when you create a new purchase agreement. Agreement types are defined in the Purchase agreement classification form in Procurement and sourcing. You cannot create a release order for a purchase agreement if the classification that you selected for the purchase agreement requires direct invoicing. For more information, see Agreement classification (form).
Procedure type	The type of purchasing procedure that is required for this purchase agreement. Note This control is available only if all three of the following conditions are met: The Public Sector configuration key is selected. The French regulatory configuration subkey is selected. The Use French public sector accounting rules check box in the Budget parameters form is selected. In versions of Microsoft Dynamics AX 2012 prior to cumulative update 7, only the Public Sector configuration key must be selected, but the primary address of the legal entity must be in France.
Default commitment	Select the type of commitment that you and the vendor agree on for the purchase agreement. The commitment type indicates whether you agree to purchase a specific quantity of products or products for a specific amount from the vendor. If you change the default commitment type, and then create a new line, the line is defined by the commitment type that you selected. You can have multiple types of commitments on the purchase agreement. Select one of the following values: Product quantity commitment – You agree to purchase a specific quantity of products. The lines that use this commitment type are defined by an item number, and the quantity and unit that were agreed on. The Amount field is not available. Product value commitment – You agree to purchase products for a specific amount. The lines that use this commitment type are defined by an item number and the amount that was agreed on. The Quantity and Unit fields are not available. Product category value commitment – You agree to purchase for a specific amount and from a specific procurement category. The lines that use this commitment type are defined by a procurement category in the hierarchy of procurement categories and an amount. The Quantity and Unit fields are not available. Value commitment – You agree to purchase for a specific amount, and from a top-level procurement category or the category's subordinate categories. The lines that use this commitment type are defined by the top-level procurement category in the hierarchy of procurement categories and an amount. The Quantity and Unit fields are not available.
Intercompany origin	The source of the purchase agreement. This field indicates whether the purchase agreement is the original order, or whether the purchase agreement was generated from a sales agreement in another legal entity.
Parent purchase agreement	Select the purchase agreement that is the parent of this purchase agreement. Note This control is available only if all three of the following conditions are met: The Public Sector configuration key is selected. The French regulatory configuration subkey is selected. The Use French public sector accounting rules check box in the Budget parameters form is selected. In versions of Microsoft Dynamics AX 2012 prior to cumulative update 7, only the Public Sector configuration key must be selected, but the primary address of the legal entity must be in France.
Project ID	The identifier of the project that the purchase agreement is associated with.

Delivery address

This tab is displayed only in the header view of the form.

Button	Description
Other address	Select a different address for the delivery address.
Add	Create a new delivery address.

Field	Description
Delivery name	Enter the name or company name that is used in the delivery address.
Delivery address	Select the delivery address for the products that you have purchased.
Address	View the formatted information for the selected address. This is the address that will appear on a printed document. The original address record may contain information that is not included in this view, depending on the specific country/region format.

Terms

All the terms and conditions that are defined on this tab are transferred to the purchase order when you use the purchase agreement for a new purchase order.

This tab is displayed only in the header view of the form.

Field	Description
Terms of payment	The terms that specify when and how the products that you have purchased are paid for. Note When the invoice for the current purchase is updated, the due date for payment of the invoice is determined by the terms of payment that were selected.
Method of payment	The method that you use to pay for the products that you have purchased. Payments can be made by using a check or an electronic payment. The method of payment is copied from the vendor setup in the Vendors form.
Payment specification	The way that you must handle payments that are made by using the current method of payment.
Payment schedule	The payment schedule that you want to use if you pay the vendor in multiple installments. Note The payment schedule must be set up in the Payment schedules form. You cannot enter a new value in this field.
Cash discount	The cash discount that applies to orders that use the current purchase agreement. Note The cash discount must be set up in the Cash discounts form. You cannot enter a new value in this field.
Percent	The discount percent for orders that use the current purchase agreement.
Charges group	The group of charges that defines various expenses that are attached to the purchase agreement. For more information, see About the charges group.
Mode of delivery	The method that must be used to deliver the order from the vendor to you.
Delivery terms	The terms that specify how the vendor delivers the current order, such as FOB (free on board) or CIF (cost, insurance, freight). Terms of delivery specify terms that are related to the change of ownership and costs of delivery. The terms of delivery must be set up in the Terms of delivery form. You cannot enter a new value in this field.
Buyer group	The identifier of the buyer group.
Pool	The group of purchase orders that the purchase agreement is associated with.

Administration

Use this tab to enter administrative information that is related to the purchase agreement. This information is not used in other forms or processes.

This tab is displayed only in the header view of the form.

Note

This control is available only if all three of the following conditions are met:

• The Public Sector configuration key is selected.

• The French regulatory configuration subkey is selected.

• The Use French public sector accounting rules check box in the Budget parameters form is selected.

In versions of Microsoft Dynamics AX 2012 prior to cumulative update 7, only the Public Sector configuration key must be selected, but the primary address of the legal entity must be in France.

Field	Description
Purpose	Enter the reason for the purchase agreement.
Procurement classification	Enter the procurement classification of the purchase agreement.
Renewable	Select this check box if the purchase agreement does not have to be advertised before it can be renewed.
Interest is based on central European bank	Select this check box if the interest rate is based on a rate that is set by the central European bank.
Minimum	The minimum amount that must be spent under the purchase agreement.
Maximum	The maximum amount that can be spent under the purchase agreement.

Subcontractors

You use this tab to enter administrative information about the subcontractors on the purchase agreement. This information is not used in other forms or processes.

This tab is displayed only in the header view of the form.

Note

This tab is available only if the Public Sector configuration key is selected, and if the Subcontractors check box is selected in the Purchase agreement classification form.

Field	Description
Vendor account	The vendor's account number.
Name	The name of the vendor or subcontractor.
Subcontractor	A vendor that serves as a subcontractor for the purchase agreement.
Name	The name of the subcontractor.
Type	The type of contractor. The following values are used: Co-contractor – The contractor is a member of an association of vendors that is the titulaire du marché. Co-contractors all have the same rights and responsibilities with regard to the marché. Subcontractor – The contractor is a person or other entity that the primary contractor or a co-contractor delegates part of the marché to. Note This control is available only if all three of the following conditions are met: The Public Sector configuration key is selected. The French regulatory configuration subkey is selected. The Use French public sector accounting rules check box in the Budget parameters form is selected. In versions of Microsoft Dynamics AX 2012 prior to cumulative update 7, only the Public Sector configuration key must be selected, but the primary address of the legal entity must be in France.
Maximum amount	The maximum amount that can be paid to the selected vendor under the purchase agreement. Note This control is available only if all three of the following conditions are met: The Public Sector configuration key is selected. The French regulatory configuration subkey is selected. The Use French public sector accounting rules check box in the Budget parameters form is selected. In versions of Microsoft Dynamics AX 2012 prior to cumulative update 7, only the Public Sector configuration key must be selected, but the primary address of the legal entity must be in France.
Current amount	The amount that has already been paid to the selected vendor under the purchase agreement. Note This control is available only if all three of the following conditions are met: The Public Sector configuration key is selected. The French regulatory configuration subkey is selected. The Use French public sector accounting rules check box in the Budget parameters form is selected. In versions of Microsoft Dynamics AX 2012 prior to cumulative update 7, only the Public Sector configuration key must be selected, but the primary address of the legal entity must be in France.
Bank	The bank account that payments for the selected vendor are deposited into. Note This control is available only if all three of the following conditions are met: The Public Sector configuration key is selected. The French regulatory configuration subkey is selected. The Use French public sector accounting rules check box in the Budget parameters form is selected. In versions of Microsoft Dynamics AX 2012 prior to cumulative update 7, only the Public Sector configuration key must be selected, but the primary address of the legal entity must be in France.
Start date	The date when the subcontractor starts work on the contract.
End date	The date when the subcontractor completes work on the contract.
Percent participation	Of the total work that is performed on the contract, the percentage that is provided by the subcontractor.

Certifications

You use this tab to enter information about the certifications that are required for the vendors on the purchase agreement. This information can be used to generate a report that you can use to monitor vendor compliance with certification requirements. (Click Accounts payable > Reports > Purchase agreements > Purchase agreement certification compliance.)

This tab is displayed only in the header view of the form.

Note

This tab is available only if the Public Sector configuration key is selected, and if the Certifications check box is selected in the Purchase agreement classification form.

Button	Description
Certification	Open the Certifications form, where you can enter information about vendor certifications.

Field	Description
Vendor account	The account number of the vendor or subcontractor that is associated with the certificate.
Name	The name of the vendor or subcontractor.
Subcontractor	A selected check box indicates that the vendor is a subcontractor on the purchase agreement.
Certification ID	The unique identifier of the certification.
Due date	The date by which documentation of the certificate must be received.
Certification type	The type of certification that is received by the vendor.
Certifying organization	The name of the organization that issued the certificate.
Certificate received	A selected check box indicates that documentation for the certificate has not been received.
Effective date	The date when the certification becomes valid.
Expiration date	The last date that the certification is valid.
Liability amount or bond limit	The amount of liability coverage or the bond limit.

See also

About purchase agreements

Create purchase release order (form)

Purchase order (form)

Vendors (form)

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