On this tab you specify the means of generating the purchase requests issued according to the billing schedule negotiated with the supplier for the Contract.
The schedule is pre-filled according to the duration of the period and the invoicing frequency.
Entry assistance
To initialize the schedule, select "Initialize schedule" on the creation menu 
. See schedule example.
Column details
This information will be carried over to the purchase requests generated by CARL Source.
It is therefore mandatory to fill in:
- One of the three fields "service," "reference," and "name,"
- The quantity,
- The unit,
- The amount.
- Department: Code of the service corresponding to the contract, if any.
- Reference: The supplier's reference to the contract, if any.
- Name: Initialized by the application based on the contract data, modifiable.
- Quantity: Refers to the ordered service. Enter 1 if there is no quantity per se.
- Unit: Unit in which the quantity is expressed.
- Amount: Total amount excluding tax of the purchase request to be generated. Initialized with Planned cost over the period/Number of intervals, but modifiable.
- Planned receipt: As default, the expiration date.
- Purchase request: The identifier of the purchase request will be filled in after it has been created, once the period has been validated.
Processing
When validating the period, CARL Source:
- Makes sure the total amount of the purchase schedule is equal to the overall cost for the contract period.
- If the setting "Automatic generation of contract PRs" is set to Yes, it creates as many PRs (with the "In preparation" status) as there are purchase lines in the schedule.
A setting is available from the Resources/Contract module allowing the user to choose whether the Purchasing schedule generates POs or Purchase Requests.
For all POs or Purchase Requests coming from the purchasing schedule, it is not possible to add purchase lines