Creating a Delivery Order against a Master Agreement/State Price Agreement
Process
This job aid describes the process to create a Delivery Order against a MA/SPA.
Create a Delivery Order.
Enter DO in the Global Search field and select Delivery Order
Select Create.
Enter a department code in the Dept field.
Enter a Transaction Unit if needed.
Enter the Transaction ID prefix into the ID field (usually the current fiscal year)
Select the Auto Numbering checkbox
Select Continue
2. Complete the Header tab
In the General Information section enter:
Transaction Name
Transaction Description
Reporting 1
In the Procurement Personnel section enter:
Requestor ID
Click Save to populate Requestor information
Enter the Requestor Phone Number if not populated upon saving
In the Transaction Defaults section enter:
Shipping Location
Free on Board
Delivery Date
Delivery Type
Billing Location
In the References section enter:
Agreement Code (MA or SPA1)
Agreement Department
Agreement ID
Agreement Vendor Line (use the picklist)
Click Save
3. Complete the Commodity tab
Click the + to insert a new line
Click the caret to expand the section
In the References sub section enter:
Agreement Commodity Line
Click Save
For a Line Type of Item update the following if necessary:
Commodity Line Description
Quantity
Note: the List Price, Unit Price, and Commodity Code cannot be edited as they are inferred from the MA/SPA1.
For a Line Type of Service update the following if necessary:
Commodity Line Description
Contract Amount
Service From
Service To
Note: the Commodity Code cannot be edited as it is inferred from the MA/SPA1
Under the commodity line 3-Dot menu, select Related Actions > Use Ship/Bill from Header
Repeat to enter as many Commodity Lines as necessary
4. Complete the Accounting Tab
Click the + to insert a new line
Click the caret to expand the section
In the General Information sub section enter:
Event Type
In the COA sub section enter:
Fund
Department
Unit
Appr Unit
Note: Selecting Validate updates the Object field.
Update the Object if necessary
Click Save
Repeat to enter as many Accounting Lines as necessary
5. Select Validate and Submit.
