Sales Contracts (tdsls8330m000)

Use this session to view, specify, and maintain sales contracts and sales contract lines.

This session enables internal sales representatives to only view the sales contracts lines that require attention and to execute the appropriate actions on the lines. For example, order 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 Filter
    By Sales Office, Internal Sales Representative, Sold-to Business Partner, Item, or by a combination of these fields.
  • Status Filter
    By status.
  • Date Filter
    By expiry date.
  • Progress Filter
    By elapsed-time or delivery-performance percentages.
Tabs

This session includes 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

Usually a customer's purchase department, the business partner who orders goods or services from your organization, that owns the configurations you maintain, or for whom you perform a project.

The agreement with the sold-to business partner can include the following:

  • 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 this check box is selected, contracts and lines with the status Active and the count of the lines are displayed.

Click Active to activate or deactivate this filter.

Free

If this check box is selected, contracts and lines with the status Free and the count of the lines are displayed.

Click Free to activate or deactivate this filter.

Terminated

If this check box is selected, contracts and lines with the status Terminated and the count of the lines are displayed.

Click Terminated to activate or deactivate this filter.

Expiry Date
Expiry Beyond 7 Days

If this check box is selected, contracts and lines that will expire after the next seven days and the count of the lines are displayed.

Click Expiry Beyond 7 Days to activate or deactivate this filter.

Expiry 1-7 Days

If this check box is selected, contracts and lines that will expire within the next seven days and the count of the lines are displayed.

Click Expiry 1-7 Days to activate or deactivate this filter.

Expiry Today

If this check box is selected, contracts and lines that expire today and the count of the lines are displayed.

Click Expiry Today to activate or deactivate this filter.

Past Expiry

If this check box is selected, contracts and lines that are expired and the count of the lines are displayed.

Click Past Expiry to activate or deactivate this filter.

Usage versus Duration
Progress
Duration %

Select this check box and specify a value to only display contract lines with a specific elapsed-time percentage.

This field indicates the time elapsed for a contract line.

Remaining %

Select this check box and specify a value to only display contract lines with a specific delivery-performance percentage.

This field indicates the unused quantity for a contract line in comparison with the agreed quantity.