Retrieving sales contracts

The following origins are used to 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

When searching for Active sales contract lines for these origins, only contract lines for which the following fields match the original values are displayed:

  • BP Prices/Discounts or Sold-to Business Partner
  • Ship-to Business Partner
  • Item
  • Price Group
  • Sales Office
  • Effectivity Unit
  • Effective Date
  • Expiry Date
Sales contracts and sales schedules

By default, a normal contract line can be linked to a sales schedule when:

  • Processing a sales release to a sales schedule
  • Inserting a sales schedule line
  • Approving a sales schedule line

When searching for a sales contract line for a sales schedule header, LN:

  • Considers the customer order number if the Use Customer Order for Schedules check box is selected in the Sales Schedule Parameters (tdsls0100s500) session.

    The contract lines are linked based on the value of the Action on Deviating Customer Order and Action on Deviating Empty Customer Order fields in the Sales Contract Lines (tdsls3501m000) session:

    • Block
      Contract lines for which the value of the Customer Order field in the Sales Contract Lines (tdsls3501m000) matches the Customer Order in the Sales Schedules (tdsls3111m000) session, are linked.
    • Continue with Sales Release
      Contract lines can be linked to a different Customer Order instead of the sales schedule. In this case, the sales release's Customer Order is used for the sales schedule.
    • Continue with Sales Contract
      Contract lines can be linked to a different Customer Order instead of the sales schedule. In this case, the sales contract's Customer Order is used for the sales schedule.
  • Verifies if the customer contract reference is identical in the Sales Contract Lines (tdsls3501m000) and Sales Schedules (tdsls3111m000) sessions.
Note
  • For sales schedules, LN uses the current date to search for effective and Active sales contracts.
  • If the Use Terms and Conditions for Schedules check box is selected in the Sales Schedule Parameters (tdsls0100s500) session, the sales contract must be linked to the terms and conditions agreement for the sales schedule.
Sales contracts and sales orders

The sales contracts are linked to sales orders based on the value of these parameters in the Sales Contract Parameters (tdsls0100s300) session:

For sales orders, LN uses the date specified in the Sales Price Date Type field of the Pricing Parameters (tdpcg0100m000) session (which can be Order Date, System Date, or Delivery Date) to search for effective and Active sales contracts.

Note

If the Use Customer Order for Schedules and Use Customer Contract Reference for Schedules check boxes are selected in the Sales Schedule Parameters (tdsls0100s500) session, for sales orders, LN only retrieves contract lines for which the Customer Order and Customer Contract Reference fields are not specified in the Sales Contract Lines (tdsls3501m000) session. Consequently, sales orders cannot be linked to sales contract lines that are set up for sales schedules.

To retrieve terms and conditions, for an order line, from an active contract, the link to the order line is not required. Consequently, the contract number is only defaulted for the order line if an active contract line is linked to the order line. For more information, refer to Retrieval of terms and conditions.

If the item specified for the sales contract is unit effective, the sales order price includes upgrade prices. If the item specified for the sales order is unit effective, and the contract item is not, the sales order price, which includes the upgrade prices, is used as the contract price.

Note

In the Sales Contract Lines (tdsls3501m000) session:

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