Applies to OPEX Version 2.1.0 or greater


Contract Management Functionliaty has been added to OPEX in Version 2.1.0


This allows a Purchase Order to be associated with a Contract for compliance and reporting purposes.


Creating a Contract


To create a Contract navigate to  Administration > Purchase Orders > Contracts  and use the New option to create a Contract.  


A contract can have multiple Suppliers and also items associated with it. For each supplier a supplier contact can be added.  For contracts that already exist YTD and CTD values can be added on creation.



The lower tabs will show the Suppliers and Items covered by the Contract. Selecting a Supplier will show the PO's for that supplier that are included.


Assign a Purchase Order to a Contract


On the Purchase Order New Form, select an existing Contract and Supplier. This will associate the PO to this Contract.




The association is loose so you can order any valid items from this Suppllier. You can also order an Item covered by a contract from a Non contract supplier if you have configured that Item and Supplier.  You can order from this Supplier without using a Contract.


Year To Date, Committed and Contract to Date Information


As part of the Period End process these figures are calculated and stored for each Contract.  At the moment all lines on the PO are considered part of the Contract Expenditure (In a later version for Itemised purchases only, those associated with the Contract will be included).


Contract Reporting


Summary reporting is available on the Contracts Page Administration > Purchase Orders > Contracts and detailed PO Line based reports can be generated (by searching on a Contract Id) via Purchase Orders > Reports 




Proposed Enhancements ( Subject to Customer Feedback)


Contract Expenditure analysis is based on all PO LInes (In a later version for Itemised purchases only, those associated with the Contract will be included).


Monthly Expenditure across the Contract is not stored (It can be calculated).


Defining Supplier that must have a Contract Reference for PO Creation.