PO25.6 - Vendor Agreement Ref field

Bev,
Quick answers, as I understand the questions...
1. It depends on some base line configuration. We are set up to pull the Vendor/Purchase From information from the Agreement. You can, I believe, also drive it from the Item Source (IC12.2) if appropriately configured.
1a. Which agreement is tagged is a combination of a few factors; primarily Participation (PO25.3), Priority (PO25.1) and Unit Cost. Again, I think there is some latitude in how these all come into play.
2. Patience. We have reports that we run to try and close or back out transactions when doing a Unit of Measure correction (oh so painful). You could do something similar, but as I am reading it, it is not an imperative that the old Agreement be immediately closed (more on that below).
3. Generally, yes. (Don Peterson at Infor has created a number of VBA modules that do multiple things "at the same time", and do things that AddIns cannot (such as add a comment when making a change). That is more of an advanced approach, and I am happy to talk about how I have cobbled some of his work for my team's needs.

Now then...
Items/Part Numbers can exist on multiple PO25 documents at the same time (even on the same agreement). We do it all the time, even intentionally. Just as an example, we have "construct" or "capitated" Orthopedic agreements--one with the components at the "a la carte" cost and one at "no cost" (because the price is included in the cost of the construct, which is a separate item). So you could load your new Agreements and Lines without making any changes to your current (soon to be "old") Agreements.

My suggestion, so as to no create a lot of chaos, is to play with your "Priority" settings. At this point, I am assuming you have a standing methodology for assigning the Priority to your Agreements. Just before you load your new agreements, I would "lower" the Priority of your "old" agreements (by giving them a larger number). Then when you load your "new" Agreements, they would get a "higher" Priority (a smaller number). As soon as you release the "new" Agreements, they will start to be come the price source for your POs and Requisitions. You can let current documents with the "old" Agreements continue to process out until you feel comfortable putting the Lines or the Agreement on "hold". (This is the 'patience' aspect.)

If you have questions, let me know. We use participation and priority to refine how Agreements are accessed, and it is reasonably solid.

Good luck,
Red

1. When a requester creates an order (RQC or RQ10) is the Vendor name pulled from the PO25 Vendor Agreement Ref field?

Where it pulls from depends quite a bit on your PO01.4 setups: Do you look at Vendor Agreement, IC12.2 Item Source or Req Header? We pull Vendor number and Purch From from PO25.6 here.

 

2. What would be the best way to close out any open items so that the PO25.6 records can be inactivated?

You can put the lines on hold at any time.  You can go to PO25.1 and put the entire file on hold.  This does not interfere with the PO as far as I am aware?  (Please let me know if I'm wrong and have been causing my buyers grief.)  You can also put them all to priority 5 to make them less "default"

We run a month end query to look for headers on hold and try closing them.  It tells me if I can't and then we just try again next month.

 

3. To create the new PO25.6 records, would one add in need to be done for the PO25.6 header first, then a 2nd add in to add the lines?

 Yes - we create the PO25.1 header first and then the lines.