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:

  • General
    By Sales Office, Internal Sales Representative, Sold-to Business Partner, Item, or by a combination of these fields.
  • Status
    By status.
  • Expiry Date
    By expiry date.
  • Progress
    By elapsed-time or delivery-performance percentages.
Note
  • The check marks next to the filter options indicate the filters that are activated.
  • The count fields display the number of lines for the filter. This number is displayed irrespective of the activation of the filter.
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:

  • Default price and discount agreements
  • Sales order defaults
  • Delivery terms
  • The related ship-to and invoice-to business partner
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:

  • Cost items (for example, electricity)
  • Service items
  • Subcontracting services
  • List items (menus/options)
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