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
Open the record for the vendor whose master contract you want to import.
Click on Tools - Import Master Agreement from SAP in the toolbar. The Import Master Agreement window opens.
Open your SAP system and identify the SAP framework agreement number. Then enter it in the Import Framework Agreement window.
Click Import.
Open the contract record (Basic Data - Contract Management - Contracts). Make sure that the Contract Status field is not set to “Active.”
Note: The contract should only be set to “Active” after the service items have been imported or defined, as service providers can only report services once service items are available.
In the Financial Accounting Data info area, select the Import Orders from Financial Accounting checkbox.
Click Save in the toolbar.
The contract is imported.
📄 FM-Bestellungen aus SAP ins eTASK-System importieren IC1994