On the ribbon, click Add (+). In the Method enter in Line Item method. Complete the header fields and the fields on the Main tab according to the following table. Field Description Jefferson County Contract Contract This box identifies the contract number. Use the plus one button to assign the next available number or manually assign a number by typing it into the field. Method This list specifies the contract enforcement method. The enforcement method designates how the contract will operate. You may change this option if you have permission to do so. Once a contract has been posted, the enforcement method may not be changed. Enforcement options are: Encumbered Accounts: The contract requires accounts and amounts to be entered, and the accounts are encumbered for the entered amounts. If the contract was converted from a bid, users are not held to the bid item total, but the GL account total. Requisitions, purchase orders, and invoices restrict accounts entered to those on the contract without exceeding the amount for the account and the appropriate fiscal year. Nonencumbered Accounts: The contract is encumbered as purchase orders are issued against it. Item/Qty/Cost/Disc: These contracts only have line items with no general ledger allocations, and therefore, are unencumbered. Each detail line lists a commodity code, inventory item, and item description. Each line must also have either a contracted quantity, unit price, discount percent, or cost plus amount. When this type of contract is used with a requisition or purchase order, the requisition or purchase order detail lines must conform to at least one contract line item. The
On the ribbon, click Add (+). In the Method enter in Line Item method. Complete the header fields and the fields on the Main tab according to the following table. Field Description Jefferson County Contract Contract This box identifies the contract number. Use the plus one button to assign the next available number or manually assign a number by typing it into the field. Method This list specifies the contract enforcement method. The enforcement method designates how the contract will operate. You may change this option if you have permission to do so. Once a contract has been posted, the enforcement method may not be changed. Enforcement options are: Encumbered Accounts: The contract requires accounts and amounts to be entered, and the accounts are encumbered for the entered amounts. If the contract was converted from a bid, users are not held to the bid item total, but the GL account total. Requisitions, purchase orders, and invoices restrict accounts entered to those on the contract without exceeding the amount for the account and the appropriate fiscal year. Nonencumbered Accounts: The contract is encumbered as purchase orders are issued against it. Item/Qty/Cost/Disc: These contracts only have line items with no general ledger allocations, and therefore, are unencumbered. Each detail line lists a commodity code, inventory item, and item description. Each line must also have either a contracted quantity, unit price, discount percent, or cost plus amount. When this type of contract is used with a requisition or purchase order, the requisition or purchase order detail lines must conform to at least one contract line item. The
Jeffco-Munis%20Contract%20Management%20Process%20Document-Final%2008252015.docx