Sales Contracts (tdsls8330m000)Use this session to filter the sales contracts and sales contract lines that require an internal sales representative's attention and to execute the appropriate actions on the lines. For example, lines that are yet to be delivered, or about to expire, are over- or under-performing, or lines that are yet to be reviewed and set to Active. Filters You can use these filters to display the appropriate selection of contracts and contract lines:
Note
Tabs The contracts and contract lines that match the activated filters are displayed on these tabs:
General 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. Internal Sales Representative An employee of your company who maintains contact with the
sold-to business partner. The employee number of the sales representative is
also used as a sorting criterion in the sales statistics. 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:
Item The raw materials, subassemblies, finished products, and tools
that can be purchased, stored, manufactured, and sold. An item can also represent a set of items handled as one kit, or which exist in multiple product variants. You can also define nonphysical items, which are not retained in inventory but can be used to post costs or to invoice services to customers. The examples of nonphysical items:
Contract Lines The total number of sales contract lines that are displayed, based on the General filter. Status Active If a check mark is displayed, contracts
and lines with the status Active are
displayed. Click Active to activate or deactivate this filter. Count The count of the lines for the filter, which is displayed
irrespective of the activation of the filter. Free If a check mark is displayed, contracts
and lines with the status Free are
displayed. Click Free to activate or deactivate this filter. Terminated If a check mark is displayed, contracts
and lines with the status Terminated are displayed. Click Terminated to activate or deactivate this filter. Expiry Date Past Expiry If a check mark is displayed, contracts
and lines that have expired are displayed. Click Past Expiry to activate or deactivate this filter. Expiry Today If a check mark is displayed, contracts
and lines that expire today are displayed. Click Expiry Today to activate or deactivate this filter. Expiry 1-7 Days If a check mark is displayed, contracts
and lines that will expire within the next seven days are displayed. Click Expiry 1-7 Days to activate or deactivate this filter. Expiry Beyond 7 Days If a check mark is displayed, contracts
and lines that will expire after the next seven days are displayed. Click Expiry Beyond 7 Days to activate or deactivate this filter. Progress Duration % If a check mark is displayed, contract
lines with, without, below, or above a specific elapsed-time percentage are
displayed. Note You must specify the time-elapsed percentage and the relational operator for the percentage. Click Duration %% to activate or deactivate this filter. Remaining % If a check mark is displayed, contract
lines with, without, below, or above a specific delivery-performance percentage
are displayed. The delivery-performance percentage indicates the unused
quantity for a contract line in comparison with the agreed quantity. Note You must specify the delivery-performance percentage and the relational operator for the percentage. Click Remaining %% to activate or deactivate this filter. Usage versus Duration See Contract line graph.
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