Sales Contracts (tdsls3500m000)

Use this session to view, enter, and maintain sales contract headers.

You can start this session in the details mode by clicking:

  • Details on the appropriate menu of the Sales Contracts (tdsls3500m000) overview session.
  • Contract Details on the File menu of the Sales Contract (tdsls3600m000) session.

When you double-click a record, or click the New button, the Sales Contract (tdsls3600m000) session is started.

Note

Click Sort by on the View menu to have a different view of this session. As a result, the session's title bar, column sequence, and the number of view fields are changed.

 

Contract

The contract number that identifies the sales contract.

Sold-to Business Partner

Usually a customer's purchase department, the business partner who orders goods or services from your organization, that owns the configurations you maintain, or for whom you perform a project.

The agreement with the sold-to business partner can include the following:

  • Default price and discount agreements
  • Sales order defaults
  • Delivery terms
  • The related ship-to and invoice-to business partner
Note

If you want to define a promotional contract, you must leave this field empty and set the Contract Type field to Special Contract.

Contract Type

The contract type indicates whether the contract is a normal or a special contract.

Customer Order

The number the sold-to business partner assigned to the order. In the automotive industry, it can represent the sold-to business partner's purchase contract number.

Note

If the Use Customer Order for Schedules check box is selected in the Sales Contract Parameters (tdsls0100s300) session, this customer order number is compared with the incoming sales release's customer order number.

Action on Deviating Customer Order

Specify the action to take when the customer order on an incoming sales release is specified and deviates from the Customer Order in the current session.

Note

This field can only be specified if the Use Customer Order for Schedules check box is selected in the Sales Contract Parameters (tdsls0100s300) session.

Action on Deviating Empty Customer Order

Specify the action to take when the customer order on an incoming sales release is empty and deviates from the specified Customer Order in the current session.

Note

This field can only be specified if the Use Customer Order for Schedules check box is selected in the Sales Contract Parameters (tdsls0100s300) session.

Terms and Conditions ID

The terms and conditions agreement that is linked to the sales contract.

Contract Date

The date on which the contract is entered in the system.

Contract Status

The status of the sales contract.

A contract can have the following statuses:

  • Free
    When a contract is created, the contract status is automatically set to Free. If a contract has the Free status, you can make changes to the contract.
  • Active
    You can link a sales order/schedule/quotation to a contract with the Active status. If the status is Active and the Maintaining Contracts Always Allowed check box is cleared in the Sales Contract Parameters (tdsls0100s300) session, you cannot de-activate the contract.
  • Terminated
    After a contract is terminated, the contract can no longer be used.

You can assign a status to each contract with the following commands:

  • Activate
  • De-activate
  • Terminate
Note

In the Sales Contract Lines (tdsls3501m000) session, you can:

  • Maintain the status at contract line level independent of the header status.
  • Enter new contract lines for sales contracts with the Free and Active status.
Internal Sales Representative

The internal sales representative.

Note
  • The default is the Internal Sales Representative from the Sold-to Business Partner (tccom4110s000) session.
  • You must first record employees in the Employees - General (tccom0101m000) session.
Sales Office

A department that is identified in the company business model to manage the business partner's sales relations. The sales office is used to identify the locations that are responsible for the organization's sales activities.

Default value

When you enter a sales contract, LN retrieves the sales office from the Sold-to Business Partner (tccom4110s000) session. This value can be changed. If no sales office is found in the Sold-to Business Partner (tccom4110s000) session, LN searches the Sales User Profiles (tdsls0139m000) session. If no sales office is found in the Sales User Profiles (tdsls0139m000) session either, no sales office is defined. As a result, LN cannot retrieve a default sales office.

Order Type

A group of orders that are processed according to the same procedure (series of order steps = sessions). In addition, these orders share a number of other characteristics (return order y/n, collect order y/n, subcontracting order y/n, and so on).

Reference A

The first extra reference by which the order or request for quotation can be identified. This reference is printed on various order documents and lists.

Reference B

The second extra reference field that you can fill with extra information. This reference is printed on the order documents and lists.

Original Contract

The number of the original contract on which the current sales contract is based.

If this contract is copied from another contract, this field is automatically filled with the original contract's number.

This field can also be filled manually.

Effective Date

The first day on which a record or a setting is valid. The effective date often includes the effective time.

Note

When you change the effective date, LN asks you whether the effective date on the lines must be changed as well. LN then checks if the effective dates and expiry dates of the lines fall within the header's range of effective date and expiry date. The date ranges of te lines cannot exceed the date range of the header.

Expiry Date

The last day on which a record is valid. If you do not specify an expiry time, the validity expires at the end of the expiry date, at 24:00 hours.

Note

When you change the expiry date, LN asks you whether the expiry date on the lines must be changed as well. LN then checks if the effective dates and expiry dates of the lines fall within the header's range of effective date and expiry date. The date ranges of te lines cannot exceed the date range of the header.

External Sales Representative

The external sales representative.

Note
  • The default is the accounting reference assigned to the sold-to business partner in the Sold-to Business Partner (tccom4110s000) session.
  • You must first record employees in the Employees - General (tccom0101m000) session.
Contract Acknowledgement

You can indicate whether a contract acknowledgment must be printed.

Print Status

This field shows the printing status of the contract acknowledgement.

You can print contract acknowledgements in the Print Sales Contract Acknowledgements (tdsls3405m000) session.

Note

If the Reprint Contract Acknowl. after Modification check box is selected in the Sales Contract Parameters (tdsls0100s300) session and the contract is modified after the final contract acknowledgement is printed, the print status is automatically set to Changed. As a result, you can reprint the contract acknowledgement.

If the Reprint Contract Acknowl. after Modification check box is cleared in the Sales Contract Parameters (tdsls0100s300) session and a change is made to the contract after the final contract acknowledgement is printed, the print status remains Original Printed.

Allowed values

Contract Status

Sold-to Contact

The sold-to business partner's contact.

Click ... to start the Contact (tccom1640m000) session, in which you can view and maintain the contact code data.

Phone

Your contact's (direct) telephone number.

Sold-to Address

The sold-to business partner's address code.

Default value

LN retrieves the default address from the Sold-to Business Partner (tccom4110s000) session.

Click ... to start the Addresses (tccom4130s000) session, in which you can view and maintain the address code data.

Address

A full set of addressing details, which include the postal address, access numbers for telephone, fax, and telex, e-mail and Internet address, identification for taxation purposes, and routing information.

Ship-to Business Partner

The business partner to which you ship the ordered goods. This usually represents a customer's distribution center or warehouse. The definition includes the default warehouse from which you send the goods, the carrier who carries out the transport, and the related sold-to business partner.

Ship-to Address

A full set of addressing details, which include the postal address, access numbers for telephone, fax, and telex, e-mail and Internet address, identification for taxation purposes, and routing information.

Click ... to start the Addresses (tccom4130s000) session, in which you can view and maintain address code data.

Ship-to Contact

The person with whom you discuss business transactions. For example, you address questions, quotations, and follow-up calls, direct mail, and promotional gifts to the contact. The contact's data include the name, telephone number, e-mail address, and other details.

Click ... to start the Contact (tccom1640m000) session, in which you can view and maintain contact code data.

Delivery Terms

The agreements with the business partner, concerning the way the goods are delivered. Relevant information is printed on various order documents.

Default value

LN retrieves the default value from the Sold-to Business Partner (tccom4110s000) session.

Note

The description of the delivery terms is printed on the contract acknowledgment.

Related topics

Point of Title Passage

The point at which the legal ownership changes. At this point, the risk passes from the seller to the buyer.

Related topics

Carrier/LSP

An organization that provides transport services. You can link a default carrier to both ship-to and ship-from business partners. In addition, you can print sales and purchase orders on a packing list, sorted by carrier.

For ordering and invoicing, you must define a carrier as a business partner.

Invoice-to Business Partner

The business partner to which you send invoices. This usually represents a customer's accounts payable department. The definition includes the default currency and exchange rate, invoicing method and frequency, information about the customer's credit limit, the terms and method of payment, and the related pay-by business partner.

Invoice-to Address

A full set of addressing details, which include the postal address, access numbers for telephone, fax, and telex, e-mail and Internet address, identification for taxation purposes, and routing information.

Click ... to start the Addresses (tccom4130s000) session, in which you can view and maintain address code data.

Invoice-to Contact

The person with whom you discuss business transactions. For example, you address questions, quotations, and follow-up calls, direct mail, and promotional gifts to the contact. The contact's data include the name, telephone number, e-mail address, and other details.

Click ... to start the Contact (tccom1640m000) session, in which you can view and maintain contact code data.

Currency

The currency in which the amounts on the contract are expressed.

Default value

LN retrieves the default currency from the Invoice-to Business Partner (tccom4112s000) session.

Tax Classification

An attribute of order headers and order lines that you can use to define tax exceptions for the transaction. LN retrieves the default tax classification from the invoice-from and invoice-to business partners.

For example, you can use the tax classification to indicate:

  • That payments to an invoice-from business partner are subject to withholding tax and social contributions
  • To group business partners that have the same tax aspects for your company, for example, subcontractors, or agents
  • That the tax must be paid in a country other than the sales office or service office's home country

Default value

This field is defaulted from the Business Partner Tax Classification field of the Invoice-to Business Partner (tccom4112s000) session.

Pay-by Business Partner

The business partner from which you receive payments. This usually represents a customer's accounts payable department. The definition includes the default currency and exchange rate, the customer's bank relation, the type of reminders you send to the business partner, and the frequency of sending reminders.

Pay-by Address

A full set of addressing details, which include the postal address, access numbers for telephone, fax, and telex, e-mail and Internet address, identification for taxation purposes, and routing information.

Click ... to start the Addresses (tccom4130s000) session, in which you can view and maintain address code data.

Pay-by Contact

The person with whom you discuss business transactions. For example, you address questions, quotations, and follow-up calls, direct mail, and promotional gifts to the contact. The contact's data include the name, telephone number, e-mail address, and other details.

Click ... to start the Contact (tccom1640m000) session, in which you can view and maintain contact code data.

Full Name

The contact's full name.

Payment Terms

Agreements about the way in which invoices are paid.

The payment terms include:

  • The period within which invoices must be paid.
  • The discount granted if an invoice is paid within a given period

The payment terms allow you to calculate:

  • The date on which the payment is due
  • The date on which the discount periods expire
  • The discount amount

You can determine the expiry date of the payment period and discount period based on the payment terms on a sales invoice.

Note
  • The default is the payment terms assigned to the invoice-to business partner in the Invoice-to Business Partner (tccom4112s000) session. The description associated with the payment terms is printed on the contract acknowledgment.
  • If you enter a special contract number in the Sales Contracts (tdsls3500m000) session, the payment terms are transferred to the sales order as default value.
Late Payment Surcharge

The percentage that is charged over the goods amount or over rendered services that the recipient of the invoice must pay if the invoice is not paid within a specified period.

Default value

LN retrieves the default late payment surcharge from the Invoice-to Business Partner (tccom4112s000) session.

Payment Method

The way in which the payment (purchase invoice) or the direct debit (sales invoice) takes place. The payment method defines details such as, the maximum amount, the type of due date, if foreign currencies are allowed, and which details must be printed on the report.

These details are default values that you can change on the order or invoice as necessary.

Text

If this check box is selected, header text exists for the contract.

 

Details

Starts the Sales Contracts (tdsls3500m000) details session.

Lines

Starts the Sales Contract Lines (tdsls3501m000) overview session.

Contract History

Starts the Sales Contract History (tdsls3530m000) session in which you can review changes made to the contract.

Contract Turnover History

Starts the Sales Contract Turnover History (tdsls3535m000) session in which you can display turnover history by sales contract.

Delivery Scheme

Starts the Sales Contract Delivery Lines (tdsls3104m000) session in which you can display the delivery scheme for the sales contract.

Evaluate Sales Contracts

Starts the Evaluate Sales Contracts (tdsls3420m000) session in which you can generate an evaluation report based on user-defined ranges.

Sales Contract - Lines - Synchronization
Terminate and/or Delete Sales Contracts

Starts the Terminate and/or Delete Sales Contracts (tdsls3203m000) session in which you can terminate or delete a selected range of contracts.

Terminate

Terminates a sales contract. You cannot generate sales schedules for Terminated normal contracts and you cannot generate sales orders from Terminated special contracts.

Activate

Activates a sales contract. You cannot change headers or lines with an Active status.

If possible, LN activates the whole contract and the lines. Line statuses can be activated independently from the header.

Activate

Starts the Activate/Deactivate Contracts (tdsls3205m000) session, in which you can activate a range of sales contracts.

De-activate

Deactivates a sales contract. This action changes the status from Active to Free.

If possible, LN deactivates the whole contract and the lines. Line statuses can be deactivated independently from the header.

De-activate

Starts the Activate/Deactivate Contracts (tdsls3205m000) session, in which you can deactivate a range of sales contracts.

Tax Numbers by Business Partner
Terms and Conditions
Generate Sales Orders from Delivery Schemes
Order Pegging
Sales Contracts - by Sales Office

Starts the Sales Contracts - by Sales Office (tdsls3505m000) session in which you can display sales contracts by sales office.

Sales Contracts by Item and Price Group

Starts the Sales Contracts by Item and Price Group (tdsls3510m000) session in which you can display sales contracts by item and price group.

Open Contracts

Only displays sales contracts with the Free, or Active status.

All Contracts

Displays all sales contracts.