Copy a PA to a project

Copy a Purchase Agreement (PA) from the source project to a target project.

1. Navigate to the s50021 Purchase Agreement screen.

2. To refresh the screen, select the F5 key.

3. In the Purchase Agreement grid, select a PA you want to copy.

4. On the s50021 menu, in the Copy group, select Copy PA.

   The d0111 Copy Purchase Agreement to Purchase Agreement dialog appears.

5. Perform any of the following:

   • To copy the PA positions from the source project to the target project, select Include Position.

   • To copy the attachments related to the PA from the source project to the target project, select Include Attachment.

   • To copy the additional information related to the PA from the source project to the target project, select Include Add info.

6. To validate the PA copy, select Test.

   A pop-up window displaying the test result appears.

7. Perform one of the following as required:

   • If the validation is successful, select Ok.

     The pop-up window closes.

   • If the validation is not successful, select Ok, and select the Details tab for more information. Perform the necessary actions and validate the copy again.

8. Select Copy.

   The number of PA positions that are copied, not copied, and included in the copy are listed in the Summary tab. For more information, see the Details tab.

   The PA is copied from the source project to the target project.

To save the copied PA

9. In the Purchase Agreement grid, select the new PA.

10. Select the General tab, from the Valid From Date dropdown, select the date from when the PA is valid.

11. (Optional) Enter the relevant details in other fields as required. For more information on all the fields, see s50021 Field descriptions.

12. To save the changes, on the Home menu, in the Record group, select Save.