Sogeti's E-Business Suite User manual

3.8.2 Edit & Create Agreements:

• Navigate to the Agreements Screen
• Query the old agreement using the agreement# (same as project number, unless it has been changed by the user)

• Change the agreement number to the client PO #. Agreement number must be unique for a customer. If the same number already exists, the system will not let you create another agreement with the same number. Hint: Append the version number (.1, .2, etc. to the PO #).
• Change the amount to the actual PO amount.
• If the PO has a hard limit and invoicing beyond this limit will not be accepted by the client, check the "Invoice Hard Limit" box.
• Do NOT check the "Revenue Hard Limit" box.
• If there are multiple purchase orders for this project, clear the screen and create all purchase orders. This time, you are creating an agreement. Hence, you will be required to enter additional things like Customer Name, Agreement Type, Terms, etc.
• Save the Purchase Orders