| | 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.
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 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: - 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 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 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. 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.
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 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 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. Point of Title Passage The point at which the legal ownership changes. At this point,
the risk passes from the seller to the buyer. 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 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.
Print Status This field shows the printing status of the contract
acknowledgement. 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. 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. 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. 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. 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 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. 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 who 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 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. 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. 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. | |