Line items from master agreements

A master agreement is a type of contract, set at the project level, between a general contractor and a supplier to purchase goods or services later. When a contract has been associated with a master agreement, you can add a line item from the master agreement to take advantage of the terms, conditions, and pricing of the master agreement. You can also associate an existing line item to the master agreement. See Master Agreements for more information about master agreements.

Step by Step — Add a line item from the master agreement

You can add a line item directly from a master agreement. When you add lines from the master agreement, line item details are predefined, and the association to the master agreement line item is automatically created.

The contract must already be associated with a master agreement.

  1. From the Line items tab of the contract, click the Add line item icon, and then select From master agreement. The Add from master agreement dialog box opens.

  2. Select a line item from the list.

  3. Click Add. The line item is added to the line item register. The Type and UoM columns are dimmed and cannot be changed.

You can now create a purchase order from the line item.

Step by Step — Associate an existing line item to a master agreement

You can associate a line item to a master agreement, so you can use the terms of the master agreement to purchase the line item.

The contract must already be associated to a master agreement, and the line item must already be created and saved. You can only associate a contract line item that has not been published. After the contract line item is published on the purchase order you can no longer associate it to a master agreement. Line items that are already associated to a master agreement have the Line Item Id and Type fields dimmed in the Line items register; all other fields are editable in the register.

  1. From the Line items tab in the contract, click the line item number. The line item Details page opens.

  2. Select a master agreement line item from the Agreement item ID field drop-down list.

  3. Click Save. The line item is associated to the master agreement.

Step by Step — Disassociate a line item from the master agreement

You can disassociate a contract line item from the master agreement item when you no longer want the item tied to the master agreement line item.

You can remove the association at any time. After the association is removed you can reassociate the contract line item to the same master agreement line item.

  1. From the Line items tab in the contract, select the line item, and then click the Edit line item icon. The line item Details page opens.

  2. Click the Disassociate icon next to the Agreement item ID field, and the click Yes in the confirmation box.

  3. Click Save. The association is removed from the contract line item. The value of the line item goes to the generic MPA 0000 line.

You can associate the line item to a different master agreement line item.