Hi Carole, You're able to handle the supplier contracts via the ‘Supplier Agreement’ functionality. Within this functionality you'll be able to set the price for a certain period. When using the Supplier Agreement you'll have two option; Blanket Order or Agreement. When using the Agreement option, the price of the agreement will automatically be fetched when creating a Purchase Order. When using the Blanket Order, you'll be able to create a Purchase Order via the ‘Create Agreement Release’ page. Using this page, a Purchase Order with all details (like supplier and part no.) in place. In the ‘Supplier Agreements’ page, you'll be able to create an overview of all existing agreements, and filter for the experation dates or review dates. Without knowing any datails of your company, I would recommend using the Agreement option. Then you will be able to create a Purchase Order and add lines for every Invoice. For instance the cell phone contracts; you can set the agreement, create a Purchas
Is it possible to create the purchase order from the contract but it request authorization to release, because I did a test and created already released? Thank you
Thanks James, but it didn't work, I tried all the ways in the permission set filter and the crm companion app is still showing all the opportunities besides the logged-in representative, any other tips?
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