Creating a Master Agreement/State Price Agreement From the Transaction Catalog
Process
This job aid describes the process of creating a Master Agreement/State Price Agreement from the Transaction Catalog.
Log into the Core System
On the Login page, enter your User ID and Password.
Click Sign In or click Enter key on keyboard.
2. In the Global Search bar enter MA or SPA1 and select the correct transaction type
Click Create
3. From the Create Transaction page, enter:
Transaction Dept
Transaction ID prefix (usually the current fiscal year)
Select Auto Numbering
Click Continue
4. On the Header tab, complete the following:
General Information section:
Transaction Name
Transaction Description
Procurement Details section:
Effective Begin date
Expiration date
Procurement Personnel section:
Requestor ID
Click Save to populate the requestor information
Transaction Defaults section (optional):
Terms and Conditions Template
From the 3 dot menu next to the Attachments button, select Load Terms and Conditions
Navigate to the Terms and Conditions tab to verify T&Cs were loaded
Note: You can also insert individual lines, rather than a template, or add Terms and Conditions as attachments.
Reporting section:
Review Reporting 1, Reporting 2, and Reporting 3.
5. On the Renewal Period tab, click the + to insert a new line and enter the following:
Renewal Period Length
Renewal Period Unit
Click the caret to expand the section
Notification Days Prior to Expiration
Click Save
6. On the Authorized Department tab, click the + to insert a new line and enter the following:
Department
Note: Enter Department = “ALL” if you want to have the MA or SPA1 available to all Departments
7. On the Vendor tab, click the + to insert a new line and enter the following:
Select a Vendor from the Vendor Customer picklist
Click the caret to expand the section and enter the following:
Address Code
Contact ID
Contact Name (if no Contact ID exists)
Phone (if no Contact ID exists or the phone is missing from the ID)
Vendor Type
Click Save
8. On the Commodity tab, click the + to insert a new line and click the caret to expand the section. Enter the following:
Select a commodity from the Commodity picklist
Commodity Line Description (if different from the default description for the commodity)
Line Type
For an Item enter:
Quantity
Purchase Unit
Unit Price
For a Service enter:
Service From
Service To
Service Contract Amount
For Discount enter:
Discount Percentage
Discount Effective From
Discount Effective To
Upload Attachments if necessary
Click Save
9. Validate and Submit
Click validate and submit
