Import outline agreements with vendors from SAP

Import master agreements with vendors from SAP into eTASK so that you can then import the corresponding FM purchase orders.

Prerequisite

• The vendor exists in the SAP system

• The vendor has already been created in the eTASK system or imported into the eTASK system

Procedure in the FM Portal

Path to the starting point: Property Management - Property Accounting/Cost Entry - Vendors - Vendor List

1. Open the record for the vendor whose master contract you want to import.

2. Click on Tools - Import Master Agreement from SAP in the toolbar. The Import Master Agreement window opens.

3. Open your SAP system and identify the SAP framework agreement number. Then enter it in the Import Framework Agreement window.

4. Click Import.

5. Open the contract record (Basic Data - Contract Management - Contracts). Make sure that the Contract Status field is not set to “Active.”

6. In the Financial Accounting Data section, select the Import Purchase Orders from Financial Accounting checkbox.

7. Click Save in the toolbar.

The contract is imported.