Retrieving sales contracts

The following origins search for sales contracts:

  • Sales order line
  • Sales schedule header
  • Sales schedule line
  • Manufacturing, when searching for prices for BOM components
  • Project, when searching for prices
  • Price Simulator (tdpcg0200m300)

When searching for an Active sales contract for these origins, only contracts are found for which the following fields match the original values:

  • Sold-to Business Partner
  • Ship-to Business Partner
  • Item
  • Price Group
  • Sales Office
  • Effectivity Unit
  • Effective Date
  • Expiry Date
Note

Contract validity is rechecked when entering or modifying contract lines.

Sales contracts and sales schedules

For sales schedules, the Generation Date from the Sales Releases (tdsls3512m000) session is used to search for valid sales contracts.

A sales contract can be linked to a sales schedule when:

  • Processing a sales release into a sales schedule
  • Entering a sales schedule line
  • Approving a sales schedule line
Note
  • If the Use Terms and Conditions for Schedules check box is selected in the Sales Contract Parameters (tdsls0100s300) session, the sales contract must have a linked terms and conditions agreement for the sales schedule.
  • If the Use Customer Order for Schedules check box is selected in the Sales Contract Parameters (tdsls0100s300) session, when searching for a sales contract for a sales schedule header, LN also takes into account the customer order number.

    How contracts are linked, depends on the setting of the Action on Deviating Customer Order and Action on Deviating Empty Customer Order fields in the Sales Contracts (tdsls3500m000) session.

    • Block
      Only contracts are linked for which the Customer Order in the Sales Contracts (tdsls3500m000) session exactly matches the Customer Order in the Sales Schedules (tdsls3111m000) session.
    • Continue with Sales Release
      Contracts can be linked with a different Customer Order than the sales schedule. In this case, the sales release's Customer Order is used on the sales schedule.
    • Continue with Sales Contract
      Contracts can be linked with a different Customer Order than the sales schedule. In this case, the sales contract's Customer Order is used on the sales schedule.
Sales contracts and sales orders

For sales orders, the date as specified in the Price Date Type field of the Pricing Parameters (tdpcg0100m000) session is used to search for valid sales contracts.

When a sales order is created, LN searches for the price and/or discounts on special contracts and then on normal contracts. If more special contracts are valid, a screen pops up from which you must make your selection. LN links the selected sales contract to the sales order and uses the sales contract prices and discounts for the sales order. If the item on the sales contract is unit effective, the sales order price is inclusive upgrade prices. If the item on the sales order is unit effective, but the contract item is not, the sales order price is the contract price increased by the upgrade prices.

Note
  • If the Use Customer Order for Schedules check box is selected in the Sales Contract Parameters (tdsls0100s300) session, for sales orders (and other origins), LN only retrieves contracts for which the Customer Order field is empty in the Sales Contracts (tdsls3500m000) session. In this way, sales orders cannot be linked to sales contracts that are set up for sales schedules.
  • To retrieve terms and conditions from an active contract for an order line, the contract need not be linked to the order line. As a result, the contract number is only filled on the order line if an active contract line is linked to the order line. For more information, refer to Retrieval of terms and conditions.
Note

The Maximum Quantity Tolerance, Expiry Date Tolerance, Action on Exceeding Maximum Quantity, and Action on Exceeding Expiry Date fields on the sales contract line determine if a sales order/schedule line can still be linked to the contract line when the maximum contract quantity or expiry date is exceeded.

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