Track the State Contract Type in Vendor Maint and default this info on the REQ or PO
The box for State contract should be a drop down to allow for the input of County Co-Op or County Bid contract numbers. These too should auto populate.
Dutch, I tried out the Supply Contract option. It is viable for the expiration date tracking and it is nice that it includes the pricing. It does not list any contract info from the supply contract item. We still need to include the purchasing group ID number and the contract number to be in compliance. The prch grp/contract # field is too small in some cases.
Purchasing law requires the Co-op number and the contract number be included on the Purchase Orders. The "St contract" field is too small. Additionally, we need a expiration date for compliance tracking. I could incorporate this in the existing field but it is too small.
It should allow for County Co-ops, National Co-ops and GSA Contracts
I like the Supply Contract as an option because they are simple and easy to use. The Contract module is a bit more involved, but very effective. A State Contract can be added to either app and updated with a start/end date. If the end date or expiration date has passed the user will receive notification that the contract has expired when entering a PO or Requisition (Supply Contract Only). With Supply contracts you can assign vendors and record an unlimited number of State contract numbers.
For tracking Contract types you might find it helpful to scheme your Supply/Contract Id's so the are organized in this fashion.
Amanda Salerno commented
A contract expiration field would be very helpful!
Agreed Gerald - It would be nice if Edmunds changed the “State Contract Number” field to just “Contract Number" Above this field we would like to have a “Contract Type” field where you can select different options (ex: NYS Contract, Nassau County Contract, LIPC, District, NJPA etc.) Under the Contract Number field, we could like a “Contract Expiration” field added. That way if the contract is expired, the vendor can be flagged so that a P.O. can't be generated until it is investigated. And it would also be nice to have the ability to enter multiple contracts if a vendor holds multiple contracts with the district. We would like this information to print on the P.O.