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Transaction page · Accounts payable

Purchase agreements

A purchase agreement is a contract that commits the organization to buy a specified quantity or amount over time through multiple purchase orders, in exchange for special prices and discounts.

Used by
Purchasing agent, Purchasing Agent - Public Sector, Materials manager and 6 more roles
Business process
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Menu item
PurchAgreementListPage
Main table
PurchAgreementHeader
Data entity
PurchPurchaseAgreementHeaderV2Entity
Setup steps
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Show what matters for

Everyone

1What it is and why

What it isA purchase agreement is a contract that commits the organization to buy a specified quantity or amount over time through multiple purchase orders, in exchange for special prices and discounts.
What you do hereUsed to create, apply, and follow up on purchase agreements with vendors, including commitment lines, validity period, and activation of the agreement.
ExampleAfter creating and activating a purchase agreement, order directly from it so that the agreement's prices and discounts apply to the purchase order lines.
Purchase agreements page in Dynamics 365
The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business process—
Menu pathAccounts payable › Purchase orders › Purchase agreements
Set up firstPurchase agreement classifications Microsoft Learn ↗
Used next byAll purchase orders Microsoft Learn ↗
Related pages—

End user · Functional consultant

3How to do it

Microsoft's steps

  1. Go to the Purchase agreements page.
  2. Select New.
  3. Select the Vendor account and the Purchase agreement classification.
  4. On the General FastTab, enter the Expiration date and a Document title, and check the Default commitment.
  5. Select OK.
  6. Select Add line, then enter the item number, quantity and unit price.
  7. On the line details, set Max is enforced if purchases must not go over the quantity.
  8. On the Action Pane, select Purchase agreement > Confirmation, set Mark agreement as effective to Yes, and select OK.

Source: Microsoft Learn ↗

Field guide

FieldWhat it meansWorked exampleTable column
Purchase agreement classificationGroups the agreement by type and can supply the responsible workers.Microsoft Learn ↗——
Expiration dateThe default end date for all commitment lines on the agreement.Microsoft Learn ↗——
Default commitmentThe commitment type used on new lines: product quantity, product value, category value or value.Microsoft Learn ↗——
Max is enforcedStops order lines from going over the committed quantity or amount.Microsoft Learn ↗——
Price and discount is fixedKeeps order line prices the same as the agreement; changing them breaks the link.Microsoft Learn ↗——
Mark agreement as effectiveActivates the agreement so it can be used.Microsoft Learn ↗——

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
— No setup is made on this page.

Solution architect

5Design impact

Shared or per companyPer company: each legal entity has its own records. Microsoft data model ↗
Can it be undone—
Feature or country—
If you change it laterChanging financial dimensions on the agreement affects only new orders, not orders already released. Microsoft Learn ↗

Technical architect

6Technical

Menu itemPurchAgreementListPage Checked in Dynamics 365
FormPurchAgreement Checked in Dynamics 365
TablePurchAgreementHeaderShown as “Purchase agreement” in Record infoKey field: RecIdChecked in Dynamics 365
Data entitiesPurchPurchaseAgreementHeaderV2EntityPurchase agreements V2 Microsoft data model ↗
Who can open itPrivilegesMaintain purchase agreements PurchAgreementListMaintainView purchase agreements PurchAgreementListViewMaintain all purchase requisitions PurchReqPurchaseRequisitionMaintainAllDutiesInquire into purchase agreement master AgreementPurchaseAgreementMasterInquireMaintain purchase agreement master AgreementPurchaseAgreementMasterMaintaiMaintain service receipts kanban execution KanbanExecutionServiceReceiptsMaintainMaintain kanban purchase orders schedule KanbanSchedulePurchaseOrdersMaintainMaintain production flow service master LeanProductionFlowServiceMaintainInquire into production flow service master LeanProductionFlowServiceMasterInquireMaintain purchase order release from agreements PurchaseAgreementReleasePurchaseOrderMaintain all purchase requisitions PurchReqPurchaseRequisitionMaintainAll
9 security rolesMaterials manager InventMaterialsManagerProduction manager ProdProductionManagerProduction supervisor ProdProductionSupervisorProject manager ProjProjectManagerProcess engineer RouteProcessEngineerBuying agent TradeBuyingAgentPurchasing manager TradePurchasingManagerPurchasing agent VendPurchasingAgentPurchasing Agent - Public Sector VendPurchasingAgent_PSN
Checked in Dynamics 365
Actions on the pagePurchase agreement: New, Maintain, Generate, Intercompany, Related informationGeneral: Set upOptions: Personalize, Page options, ShareChecked in Dynamics 365

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=PurchAgreementListPage
Integrate withPurchPurchaseAgreementHeaderV2Entity data entity Microsoft data model ↗
Table definitionPurchAgreementHeader columns and relations Microsoft data model ↗

Everyone

8Sources and checks