Sales Contracts (tdsls3500m100)Use this session to view the sales contracts that are displayed based on the filter settings in the Sales Contracts (tdsls8330m000) session. When you double-click a line or click New, the Sales Contract (tdsls3600m000) session is started.
Days until Expiration The number of days after which the sales contract
expires. Note
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:
Sold-to Business Partner The business partner who orders goods or services from your
organization, who owns the configurations you maintain, or for whom you perform
a project. Usually a customer's purchase department. The agreement with the sold-to business partner can include:
Note If you want to define a promotional contract, you must leave this field empty and set the Contract Type field to Special Contract. 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. Contract Type The contract type indicates whether the contract is a normal or a special contract. Contract Status The status of the sales contract. A contract can have the following statuses:
You can assign a status to each contract with the following commands:
Note In the Sales Contract Lines (tdsls3501m000) session, you can:
Workflow Status The status that is applicable if the business object requires authorization approval using ION Workflow. When you perform a change that requires authorization, a checked-out version is automatically created for the business object. The changes you submit are only effective after approval/check-in. You can also undo your changes, or recall your submitted changes.
Allowed values If the business object is checked out, this field displays an Object status. If the business object is checked in, this field displays an Approval status. If a description is specified for the object type in the Workflow Information Fields (ttocm0106m000) session (which is displayed as a tab in the Object Types (ttocm0102m000) session), regardless if the object is checked in or out, this field always displays the value of the appropriate Description field. Note For more information on setting up and using ION Workflow for business objects in LN, refer to the Infor LN Integration Guide for Infor ION Workflows and Monitors at Infor Xtreme. 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. Internal Sales Representative The internal sales representative. Note
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). Customer Order The number assigned to the order or contract by the sold-to
business partner (for example, the sold-to business partner's purchase contract
number). The customer order number can be used to identify a sales contract
line. Note You can specify a value in this field only if the Use Customer Order for Schedules check box is selected in the Sales Schedule Parameters (tdsls0100s500) session. This value is defaulted in the Sales Contract Lines (tdsls3501m000) session. Customer Contract Reference The identifier of the item's model, part, or year with the
sold-to business partner. This reference is used to identify a sales contract
line. Note You can specify a value in this field only if the Use Customer Contract Reference for Schedules check box is selected in the Sales Schedule Parameters (tdsls0100s500) session. This value is defaulted in the Sales Contract Lines (tdsls3501m000) 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. 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. Contract Date The date on which the contract is entered in the system. Action on Deviating Customer Order The action that must be initiated when the customer order on an incoming sales release is specified and deviates from the Customer Order in the Sales Contract Lines (tdsls3501m000) session. Note This field is enabled only if a customer order number is specified in the Customer Order field. This value is defaulted in the Action on Deviating Customer Order field in the Sales Contract Lines (tdsls3501m000) session. Allowed values Action on Deviating Empty Customer Order The action that must be initiated when the customer order on an incoming sales release is not specified and deviates from
the specified Customer Order in the Sales Contract Lines (tdsls3501m000) session. Note This field is enabled only if a customer order number is specified in the Customer Order field. This value is defaulted in the Sales Contract Lines (tdsls3501m000) session. Allowed values 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. Contract Amount The total value of the goods recorded on the contract. This field includes the sum of the line amounts for all linked contract lines with the Free and Active status. A contract line amount is calculated as follows: Agreed Quantity * Price - Discounts Text 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
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 Sold-to Contact The sold-to business partner's contact. 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. Ship-to Business Partner The business partner to whom 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 address-related details, which include the postal
address, access to telephone, fax, telex numbers, and email, Internet address,
identification for taxation purposes, and routing information. 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. 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. Point of Title Passage The point at which the legal ownership changes. At this point,
the risk passes from the seller to the buyer. 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 address-related details, which include the postal
address, access to telephone, fax, telex numbers, and email, Internet address,
identification for taxation purposes, and routing information. 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. 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:
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 whom 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 address-related details, which include the postal
address, access to telephone, fax, telex numbers, and email, Internet address,
identification for taxation purposes, and routing information. 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. Full Name The contact's full name. Payment Terms Agreements about the way in which invoices are paid. The payment terms include:
The payment terms allow you to calculate:
You can determine the expiry date of the payment period and discount period based on the payment terms on a sales invoice. Note
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.
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