Creating a Delivery Order against a Master Agreement/State Price Agreement

• 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

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

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.