Sales Contract (tdsls3600m000)

Use this session to view, enter, and maintain a specific sales contract and linked sales contract lines.

This session supports easy contract entry. You can enter a sales contract header and sales contract lines on one screen. This session enables you to quickly enter the most important information for a sales contract and to handle the contract.

  • You can start this session from the Sales Contracts (tdsls3500m000) overview session, by double-clicking a record, or by entering a new sales contract. You can also start this session stand-alone.
  • To view the details of the sales contract header, click Contract Details on the File menu of the current session. As a result, the Sales Contracts (tdsls3500m000) details session starts.
  • To display fields from the Sales Contracts (tdsls3500m000) details session in the current session, click Customize Form on the View menu. As a result, you can indicate which fields you want to hide and unhide.
  • To view the details of a sales contract line, select and double-click a sales contract line. As a result, the Sales Contract Lines (tdsls3501m000) session starts.
Tabs
Note
  • If you add a new contract, LN displays the default data associated with the specified business partner. You can change the business partner data.
  • You can link a sales schedule to an active sales contract in the Sales Schedules (tdsls3111m000) session.
  • If you click the Show the attachments button, the Objects Links (dmcom8110m000) session starts in which you can link a document of any format to the sales contract, or view the linked document(s).

 

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.

Address

The sold-to business partner's address code.

Default value

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

ZIP Code/Postal Code

The sold-to business partner's ZIP code.

Sold-to Contact

The sold-to business partner's contact.

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.
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.

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).

Contract

Sales contracts are used to register agreements about the delivery of goods with a sold-to business partner .

A contract is comprised of the following:

  • A sales contract header with general business partner data, and optionally, a linked terms and conditions agreement.
  • One or more sales contract lines with price/discount agreements and quantity information that apply to an item or price group.
Contract

The description of the sales contract.

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.

Contract Type

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

Terms and Conditions ID

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

Note

You can click Generate Terms and Conditions from Template on the appropriate menu to generate a new terms and conditions agreement from a terms and conditions template in the Generate Terms and Conditions from Template (tctrm2200m000) session. The newly generated terms and conditions agreement is automatically entered in this field.

Text

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

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.

Contract Date

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

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.

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

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.
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.

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

Full Name

The contact's full name.

Phone

Your contact's (direct) telephone number.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

 

Details

Starts the Sales Contracts (tdsls3500m000) details 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.

De-activate

De-activates 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.

Tax Numbers by Business Partner
Generate Sales Orders from Delivery Schemes
Generate Terms and Conditions from Template
Terms and Conditions Lines
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.