Sales Contract Parameters (tdsls0100s300)

Use this session to maintain sales contract parameters that determine how the sales contracts and sales contract history operate.

Click Print on the toolbar to print and compare the parameter settings in the Print SLS Parameters (tdsls0400m000) session.

Note

You can only maintain the parameters that are related to sales contracts in this session. Use the Initialize Parameters (tcmcs0295m000) session to set the default values of the parameters for the whole package.

 

Effective Date

The date and time the parameters are valid. The parameters are valid up to the effective date of a more recent parameter setting.

Contract Module Implemented

If this check box is selected, you can define sales contracts in the Sales Contracts (tdsls3500m000) session.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Disable unused concepts.

Log Contract Header Transactions

You can define whether and which contract header changes are written to contract history.

Note

For security it is useful to know which user entered a change, and at what moment.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Log history data.

Log Contract Line Transactions

You can define whether and which contract line changes are written to contract history.

Note

For security it is useful to know which user entered a change, and at what moment.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Log history data.

Action on Exceeding Maximum Quantity

Select the action that is carried out when the maximum contract quantity is exceeded.

You can define the maximum contract quantity in the Sales Contract Lines (tdsls3501m000) session.

Note
  • If the Use Contracts for Schedules check box is selected in this session, when linking a contract line to a sales schedule, LN checks whether the called quantity on the contract line does not exceed the maximum contract quantity.
  • If the Use Contracts for Schedules check box is cleared, when linking a contract line to a sales schedule line, LN checks whether the schedule line's ordered quantity does not exceed the maximum quantity on the contract line.
  • When linking a contract line to a sales order line, LN checks whether the called quantity on the contract line does not exceed the maximum contract quantity.
Action on Exceeding Expiry Date

Select the action that is carried out when the contract line's expiry date is exceeded.

You can define the contract line's expiry date in the Sales Contract Lines (tdsls3501m000) session.

Note
  • If the Use Contracts for Schedules check box is selected in this session, when linking a contract line to a sales schedule, LN checks whether the generation date of the schedule header does not exceed the expiry date of the contract line.
  • If the Use Contracts for Schedules check box is cleared, when linking a contract line to a sales schedule line, LN checks whether the schedule line's start date does not exceed the expiry date of the contract line.
  • When linking a contract line to a sales order line, LN checks whether the order line's date, as determined by the Price Date Type field in the Pricing Parameters (tdpcg0100m000) session, does not exceed the expiry date of the contract line.
Number Group Sales Contracts

The default number group of all sales contracts.

Step Size for Sales Contracts

The interval between successive sales contract lines in a sales contract.

For example, if you enter the value 10, the numbers assigned to successive contract lines are 10, 20, 30, and so on.

Default Template

The default terms and conditions template based on which a terms and conditions agreement is generated in the Generate Terms and Conditions from Template (tctrm2200m000) session, which is linked to the sales contract.

Note

You can start the Generate Terms and Conditions from Template (tctrm2200m000) session by choosing Generate Terms and Conditions from Template on the appropriate menu of the Sales Contract - Lines (tdsls3600m000) session.

Maintaining Contracts Always Allowed

If this check box is selected, you can reset the contract status to Free if the status is Active.

This applies to contracts on which:

  • Goods are already called
  • Turnover is already booked
Note

This option must be selected if you want to change the data of current contracts.

Evaluate Contract before Deleting

If this check box is selected, you must evaluate all contract lines of a contract with the Terminated status before you can delete the contract.

Note

You can evaluate contracts in the Evaluate Sales Contracts (tdsls3420m000) session.

To delete a contract:

  • Select Terminate and/or Delete Sales Contracts on the appropriate menu in the Sales Contracts (tdsls3500m000) session.
  • Use the Terminate and/or Delete Sales Contracts (tdsls3203m000) session. With this session you can also delete contracts with the Free status.
Link to PCS Module

If this check box is selected, LN checks if a sales contract for a standard item applies to a sales order that you create for a customized item.

Note

You cannot create sales contracts for customized items. However you can link a sales order for a customized item to a sales contract, if the customized item is derived from a standard item. In this case, the contract of the standard item applies to the order for the customized item.

Several Special Contracts Allowed by Sales Order

If this check box is selected, and several special contracts are effective for a sales order, the contract with the most suitable prices and discounts can be selected.

You can have two different situations in this field:

Situation 1:

The Contract field in the Sales Orders (tdsls4100m000) session is empty.

If this check box is selected, the Selected Sales Contract Lines (tdsls3512s000) session is automatically started when you create a sales order line. This session lists the most suitable normal contract and all special contract lines that you can select for the created sales order line. The price and discount information of the linked contract line are defaulted to the sales order line.

I If this check box is cleared, the Selected Sales Contract Lines (tdsls3512s000) session is not started when you create a sales order line. LN determines the default price and discount of the sales order line by first searching for a special contract for the item or the price group and then for a normal contract. Once the contract is found, it is automatically linked to the order line.

Situation 2:

The Contract field in the Sales Orders (tdsls4100m000) session is filled.

If this check box is selected, and if only one valid special contract exists for the entered sales order line, LN defaults the price and discount of the special contract to the sales order line. As a result, the Selected Sales Contract Lines (tdsls3512s000) session is not started.

If this check box is selected, and if several special contracts are available for the order line, the Selected Sales Contract Lines (tdsls3512s000) session is started when you create an order line. You can select another (special) contract from this session. The price and discount information of the selected contract line is defaulted to the sales order line.

If this check box is cleared, the Selected Sales Contract Lines (tdsls3512s000) session is not started. The price and discount of the linked contract are used.

Note

If no contract is linked, or no price and discount can be found, LN continues searching for prices and discounts elsewhere.

Related topics

Always Use Contract Price and Discount

This parameter determines if you can change prices and discounts if an order-contract relation exists.

If this check box is selected, you cannot change any price and discounts fields in the Sales Order Lines (tdsls4101m000) session or linked material price information in the Material Price Information (tcmpr1600m000) session. The price and discount fields are disabled in these sessions.

Note: If the contract does not include discounts, the discounts fields are still enabled in the Sales Order Lines (tdsls4101m000) and Material Price Information (tcmpr1600m000) sessions.

You can change prices and discounts in the Change Prices and Discounts after Delivery (tdsls4122m000) and Change Prices and Discounts of Sales Invoice Lines (tdsls4132m000) sessions, and linked material price information in the Material Price Information (tcmpr1600m000), but only if you break the link with the contract (for which a message is displayed in these sessions).

If this check box is cleared, you can change price and discounts fields in the Sales Order Lines (tdsls4101m000) session and linked material price information in the Material Price Information (tcmpr1600m000) session. The link with the contract is kept.

Allow Zero Price

If this check box is selected, you can enter a price of zero (0) on a sales contract line.

Log Turnover on Contract

If this check box is selected, each contract line's called quantity, invoiced quantity, and invoiced amount are displayed in the following sessions:

  • Sales Contract Results (tdsls3513m000)
  • Sales Contract Turnover History (tdsls3535m000)
  • Sales Contract Line History by Contract (tdsls3531s000)
Update Planned Inventory Transactions

This parameter applies to sales contract lines with delivery lines linked to it.

If this check box is selected, planned inventory transactions are logged when the contract line is activated.

If this check box is cleared, no planned inventory transactions are logged for the contract with delivery lines linked to it.

Note

Contra posting of planned inventory transactions is carried out if called quantities are logged for the contract line.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Planned inventory transactions for sales contracts.

Log Financial Economic Transactions

If this check box is selected, financial transactions are logged when the contract line is activated.

If this check box is cleared, no financial transactions are logged for the sales contract.

Note

Contra posting of financial transactions is carried out if called quantities are logged for the contract line.

Important!

If you want financial data to be reconciled, you must set the Log Contract Line Transactions field to All Transactions and select the Log Turnover on Contract and Log Financial Economic Transactions check boxes. Otherwise reconciliation cannot be applied.

LN performs reconciliation based on the sales contract line history in the Sales Contract Line History by Contract (tdsls3531s000) session.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Financial economic transactions.

Print Contract Acknowledgement

If this check box is selected, the Contract Acknowledgement field of the Sales Contracts (tdsls3500m000) session has Print as the default value.

If this check box is cleared, the Contract Acknowledgement field in the Sales Contracts (tdsls3500m000) session has Do Not Print as the default value.

Note

You do not need to print a contract acknowledgment in the sales contract procedure.

Reprint Contract Acknowl. after Modification

This check box determines the value of the Print Status field in the Sales Contracts (tdsls3500m000) session if you modify a contract after it is printed as a final acknowledgement.

If this check box is selected, and you modify the contract after the final contract acknowledgement is printed in the Print Sales Contract Acknowledgements (tdsls3405m000) session, LN automatically sets the Print Status field in the Sales Contracts (tdsls3500m000) session to Changed. As a result, you can reprint the contract acknowledgement.

If this check box is cleared, and you modify the contract after the final contract acknowledgement is printed, the Print Status field in the Sales Contracts (tdsls3500m000) session keeps the value Original Printed.

Number of Extra Contract Acknowledgment Copies

The number of extra copies of the contract acknowledgment that you want to print.

Number of Extra Contract Reminder Copies

The number of extra copies of the contract reminders that you want to print.

Description

A user-defined name that identifies the parameter settings.

Copy Special Contract to Normal Contract

If this check box is selected, you are allowed to copy special contracts to normal contracts in the Copy Sales Contracts (tdsls3801m000) session.

Note

If you copy special contracts to normal contracts, you can receive error messages because normal contracts and special contracts can have different price policies.

Copy Normal Contract to Special Contract

If this check box is selected, you are allowed to copy normal contracts to special contracts in the Copy Sales Contracts (tdsls3801m000) session.

Note

If you copy normal contracts to special contracts, you can receive error messages because normal contracts and special contracts can have different price policies.

Link First Special Contract Automatically

If this check box is selected, and LN cannot ask you whether you want to link a special contract to the sales order, for example when orders are generated automatically, the sales order is linked to the first special contract it can find.

If this check box is cleared, and LN cannot ask you whether you want to link a special contract to the sales order, the sales order is not linked to a special contract, but the prices are retrieved from the price structure.

Note

This functionality only applies to sales orders and not to sales schedules.

Number Group for Releases
Series for Releases

The default series for sales releases that are manually entered or received by a Business Object Document (BOD).

Step Size for Sales Schedule Position

The interval between successive sales schedule lines in a sales schedule.

For example, if you enter the value 10, the numbers assigned to successive schedule lines are 10, 20, 30, and so on.

Step Size for Sales Release Position

The interval between successive sales release lines in a sales release.

Related topics

Use Contracts for Schedules

If this check box is selected, a sales schedule must have a linked sales contract. If no contract is found for the sales schedule, the schedule cannot be created.

  • Logistic agreements, which are required for schedules, are retrieved from the Sales Contract Line Logistic Data (tdsls3102m000) session.
  • Contracts are linked at sales schedule header level.
  • Prices and discounts, which are always retrieved from the contract, are stored at schedule line level. You can only update prices and discounts on the contract and not on the schedule line.
  • The Redetermine Price and Discounts at Shipment check box is enabled in the Sales Contract Lines (tdsls3501m000) session.
  • For approved sales schedules, planned warehouse orders are automatically generated or updated.

If this check box is cleared, it is not mandatory for a sales schedule to have a linked contract.

  • Logistic agreements for schedules are retrieved from the Items - Sales Business Partner (tdisa0510m000) session.
  • If contracts are linked to schedules, they are linked at sales schedule line level. These linked contracts are only used to retrieve prices and discounts.
  • Prices and discounts can be manually changed at schedule line level. If the schedule has a linked contract, it is unlinked.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Planned warehouse orders for sales schedules.

Use Terms and Conditions for Schedules

If this check box is selected, a sales schedule must have a linked terms and conditions agreement. If no (active) terms and conditions agreement is found for the sales schedule, the schedule cannot be created.

Note

You can select this check box only if the Use Contracts for Schedules check box is also selected in this session.

You can define schedule terms and conditions in the Schedule Terms and Conditions (tctrm1131m000) session. In this session, you can specify for a terms and conditions agreement, the schedule settings, schedule activities, and the execution mode for the schedule activities, which can be set to automatic or manual.

Use Customer Order for Schedules

If this check box is selected, customer order numbers on incoming sales releases are compared with customer order numbers on sales contracts.

If this check box is selected, the following are applicable:

  • You must define how deviating customer order numbers are handled.

    Therefore, in the Sales Contracts (tdsls3500m000) session, define the following fields:

  • If the Action on Deviating Customer Order is set to Block in the Sales Contracts (tdsls3500m000) session, each sales schedule has a unique Customer Order. Therefore, sales schedule revisions are sent for the same customer order number and cumulatives are also registered by customer order number.
  • If the Action on Deviating Customer Order is set to Continue with Sales Release or Continue with Sales Contract, the revisions for a specific sales schedule can have different customer order numbers. As a result, cumulatives are not registered by customer order number, but by schedule.
Note

You can only select this check box if the Use Contracts for Schedules check box is also selected.

Delete Release when Sales Schedule is Deleted

If this check box is selected, and a sales schedule is deleted, the related sales release is also deleted.

Note

You can also delete sales releases in the Delete Sales Releases (tdsls3209m000) session.

Related topics

Log Schedule History

If this check box is selected, history must be logged for sales schedules.

If this check box is selected, sales schedule history is logged in the following sessions:

  • Sales Schedule History (tdsls3560m000)
  • Sales Schedule Line History (tdsls3561m000)
  • Sales Schedule Actual Delivery Line History (tdsls3557m000)
Important!
  • In the Sales Schedule Actual Delivery Line History (tdsls3557m000) session, turnover history is logged for processed delivery lines. If the Log Actual Schedule Delivery History check box is also selected in the current session, history for unprocessed delivery lines is also logged in the Sales Schedule Actual Delivery Line History (tdsls3557m000) session.
  • Schedule history is not only used for future analysis, but also for reconciliation, retrobilling, and statistics. These processes require both (un)processed sales schedule actual delivery line history from the Sales Schedule Actual Delivery Line History (tdsls3557m000) session and sales schedule line history from the Sales Schedule Line History (tdsls3561m000) session.
  • To always use the same parameter history setting for a specific sales schedule, the current parameter setting is defaulted to the Log Schedule History field in the Sales Schedules (tdsls3111m000) session at the moment the sales schedule is created. During the life cycle of the sales schedule, this field cannot be changed.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Log history data.

Level of Intake Logging

Indicate which sales schedule history must be logged for intake transactions.

Note

If this parameter is set to Last and you want to update the statistics, you need information to counterpost the previous statistics. Therefore, after the Processed in Statistics check box is selected in the Sales Order Line History (tdsls4551m000) session, all intake transactions will be logged as history records.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Log history data.

Log Actual Schedule Delivery History

If this check box is selected, in addition to the schedule turnover history, history for unprocessed delivery lines is also logged in the Sales Schedule Actual Delivery Line History (tdsls3557m000) session.

If this check box is cleared, only (turnover) history for processed delivery lines is logged in the Sales Schedule Actual Delivery Line History (tdsls3557m000) session.

Note
Important!

Schedule history is not only used for future analysis, but also for reconciliation, retrobilling, and statistics. These processes require both (un)processed sales schedule actual delivery line history from the Sales Schedule Actual Delivery Line History (tdsls3557m000) session and sales schedule line history from the Sales Schedule Line History (tdsls3561m000) session.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Log history data.