The following reasons and troubleshooting steps, will assist when a user is unable to link a contract to a PO:
Reason #1: Multiple supplier profiles utilizing similar names.
Goal: Ensure the correct supplier is used for PO and Contract.
For example:
Troubleshooting steps:
- Go to Contracts module > select Contracts > Key in contract number is Search Contracts field > select Counterpart tab > document the exact supplier name listed
- Go to Administration module > click Suppliers > Key in supplier name > clear State field > compare the supplier name on the contract to the supplier name listed.
- If the supplier name on the contract is incorrect from supplier name listed, cancel the contract and create another utilizing the correct supplier name.
Reason #2: Supplier name entered as free text on counterpart tab on contract and does not match the supplier on PO.
Goal: Ensure the correct supplier is tied to Contract.
For example:
Troubleshooting steps:
- Go to Contracts module > select Contracts > Key in contract number is Search Contracts field > select Counterpart tab > document the exact supplier name listed
- Go to Administration module > click Suppliers > Key in supplier name > clear State field > compare the supplier name on the contract to the supplier name listed.
- If the supplier name on the contract is incorrect from supplier name listed, cancel the contract and create another utilizing the correct supplier name (using the dropdown for your selection on the contract, if the supplier is listed).
Note: For additional information, refer to help articles on how to: Cancel an existing contract, refer to help article Canceling An Existing Contract Create a new contract, refer to help article Creating a New Contract |