TA- Vendor Specific Procedure

Trade Agreement Vendor Specific Procedure:

This feature would be used when taking a discount percentage at the order level, for the total value of items on the order with a specific vendor.  

1. Create/use existing Trade Agreement Name
2. Select “Purchase Order” under “Applies To” prompt
3. Select “order” under “Level” prompt
4. Select an appropriate account (vendor) under “Account Selection”
5. Select “Account” under “Trade Object” prompt
6. Select “discount” under “Agreement Type” prompt
7. Select/enter appropriate affectivity dates under “Date From” and “Date To”.  This agreement will be in effect between the dates referenced.  If there is no “Date To” affectivity date, then there is no time limit to the Trade Agreement
8. Enter a discount percentage in the “Discount” field. i.e. 10= 10% off
9. Click “Save”