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For documents generated by IFS, you can assign certain Phrases per Document Type and that works very well. Now, there is also a new module 'procurement clause types' in which you can assign clauses per supplier, project, part, activity, ... So, I suspect that with this functionality, instead of determining a few clauses per document type, you can do this more specifically for all documents relating to a particular supplier/project/part, for example. 

Steps to take are:

  1. Create a procurement clause type.
  2. Create phrases linked to this clause type.
  3. Create clause connection rules, to determine when the clause should appear on a document.

After trying all these steps, I don’t seem to manage to view the clause on the documents.

Are there certain extra steps to undertake/settings to change for this module to work?

Procurement clauses are connected to purchase order and purchase requisition lines, not necessarily to a document. If you’ve set up a Procurement Clause Connection Rule, you should be able to generate the connection and view the clauses on the PR/PO lines.

 

Is there a step to auto “Generate,” or does this have to be done manually for each new PO?

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