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Users within a specific role have the ability to create a frame agreement within the system.

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Definition: \"Framework agreements set the basic parameters for a business relationship, serving as a prelude to a signed contract or a shared approach to a specified objective. It’s a formal agreement and provides the necessary context to establish a relationship, but can be modified with terms being added or deleted at a later date\"

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Locate the Frame Agreement Dataset

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  1. Select the Procurement category, then Frame Agreements:
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\"Frame

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Add a Frame Agreement

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  1. Select New Record>Frame Agreements or hit Insert on your keyboard.
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  2. Fill in the relevant fields.
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Note: (Pink = System Generated, Blue = Mandatory):

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\"Frame

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FieldDescription
Frame Agreement NoManually enter the frame agreement number
SupplierSelect the relevant supplier from the drop down menu
Billing CurrencySelect the relevant currency type
Frame Agreements (Hdr)
Scope of WorkText field to record the frame agreement scope of work
Originator UserSelect the relevant name from the drop down
Buyer UserSelect the relevant name from the drop down
Start DateSelect the start date of the frame agreement
StatusSelect the status of the frame agreement
Duration in MonthsEnter a value for the duration of the agreement
OptionsEnter information of options if applicable
Renewal DateSelect the renewal date of the frame agreement
Business UnitDefaulted to the Users Business Unit, or select appropriate
Group CompanyDefaulted to the Users Group Company, or select appropriate
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  1. Select the Frame Agreement Rates tab:
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\"Frame

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  1. Select New Record>Frame Agreement Rates or hit Insert on your keyboard.
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Fill in the relevant fields:

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\"Frame

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FieldDescription
Frame Agreement NoThis will populate from the Frame Agreement Hdr
Our Part NoSelect the relevant part no
RateEnter the rate value
Frame Agreement Rates (Hdr)
Supplier Part NoEnter the supplier’s part no
Supplier DescriptionEnter the supplier’s description
NotesText field to hold additional information
Business UnitDefaulted to the Users Business Unit, or select appropriate
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Note: You can add additional frame agreement rates by selecting the Next button.

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  1. Select Close, then Refresh, the Frame Agreement Rates records will now show in grid view:
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\"Frame

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  1. Select Close.
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The frame agreement has now been entered into the system.

","frontmatter":{"title":"How to Create a Frame Agreement","tags":["procurement","create","add","frame","agreement"]}}}}]}},"pageContext":{"isCreatedByStatefulCreatePages":false,"slug":"ug310"}}}