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Managing budget contracts and quotas
You can restrict the maximum order value or the maximum order amount for a basic contract or certain products of a basic contract by creating value contracts and amount contracts. You can restrict the maximum order value or the maximum order amount of certain companies or organisational units by adding quotas to the value and amount contracts.
For a value contract, you enter a maximum value with appropriate currency to the basic contract catalogue. The specified value may not be exceeded in orders. Maximum values can be assigned to the entire basic contract (BC catalogue), to contracting categories, to product groups and / or to single products.
For an amount contract, you specify a maximum quantity. Orders may not exceed this quantity. Maximum quantities are split up into single products (e.g. paper A4 white 80 gr., folders A4 4 cm).
When assigning quotas to value and amount contracts, maximum values and amounts are entered for individual organisational units. An organisational unit may place orders up to the maximum value quota that has been assigned to it.
For value and amount contract, the upper limit (maximum order quantity) is entered as start value. The residual value indicates the value that is still available (= start value minus the orders that have already been placed). Normally, orders are automatically deducted from the residual value, but you can also change it manually, for example if orders have been placed outside the system.
The consumption (in currency / quantity units) or consumption rate (in percent) indicates the value of the orders that have already been placed.
The user who wants to create value or amount contracts needs to have the necessary authorization set. Normally, value and amount contracts are created by the purchaserregional manager who is responsible for the basic contract.
In the menu Control center - Supplier administration, click the link Budget contracts and quotas.
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