Specials On Contracts Process

ben-auer

Hello there,

I want to see how/if everyone else is adding specials to contract - do you have a rough process or guard rails you could share?

We recently developed our process and we have one contract live with a mix of item master items and specials.  The contract has around 10,000 items total, 4,000 of those being specials.

Rough Outline of process:

1.) Identify items on contract that should specials

2.) Configure descriptions for specials

3.) Upload Specials onto contract

4.) Upload specials account information onto contract line

5.) Add specials onto procurement template

What is everyone else doing?

Ben

Legacy Contributor

Hi Ben - We do add Specials to Contracts if we feel it is an item we could potentially see spend against.  One issue we ran into doing so, was if the Special item was in the same number sequence as our Infor Item numbers.  Let me know if you would like further information as there is a system setting to help get around the issue.