Agreements tell Watchdog what a supplier has promised. Their documents and price lists are the evidence used when invoices are checked.
Create an agreement
Open Agreements and create an agreement for the relevant supplier. Give it a clear name that your team will recognize, then add the documents that define the commercial relationship.
Useful documents include:
- Signed contracts and amendments.
- Price lists and rate cards.
- Rebate, discount, indexation, and payment-term schedules.
- Supplier correspondence that changes an agreed term.
Classify agreement files
Mark each file according to its purpose. Contract files provide terms and context; price-list files provide structured prices. Ignore files that should not influence invoice checks.
Review imported prices
When a price list is imported, review the extracted rows, units, currencies, and effective dates before committing them. Correct mapping problems at import time so later invoice checks use reliable data.
Match agreements to invoices
Watchdog may suggest an agreement match from supplier and invoice context. Confirm the correct match when prompted. Only applicable agreements should participate in the alert assessment.
Keep superseded terms and their effective dates accurate. Removing historical context can make an older invoice appear to have been checked against today’s price.
