| Retrieval of terms and conditionsTerms and conditions regarding the sale, purchase, or transfer
of specific goods can be defaulted to an order or schedule from an Active contract or enterprise unit relationship. Therefore, you must link the defined terms and conditions agreements in the following sessions: - Purchase terms and conditions agreements must be linked to a
normal purchase contract in the Purchase Contract (tdpur3600m000) or Purchase Contracts (tdpur3100m000) session.
- Sales terms and conditions agreements must be linked to a
normal sales contract in the Sales Contract (tdsls3600m000) or Sales Contracts (tdsls3500m000) session.
- Internal terms and conditions agreements must be linked to an
enterprise unit relationship in the Internal Terms and Conditions Relationships (tcitr2140m000) session.
The terms and conditions agreements can be linked as follows
in the previous sessions: You can link the following to a contract: - A terms and conditions agreement and contract lines
- Only a terms and conditions agreement and no contract
lines
- Only contract lines and no terms and conditions
agreement
Therefore, terms and conditions and contract lines are
retrieved separately and as follows: - Terms and conditions are retrieved based on business partner
and search date.
- Contract lines are retrieved based on search date and/or a
number of fields, such as business partner, item, contract office.
Note The search date is determined as follows: Simulating the retrieval of terms and
conditions Before or after terms and conditions are
defaulted to an order or schedule, you can simulate their retrieval and view
which terms and conditions are effective in a specific situation. Initiate the search simulation process from the following
sessions: - Purchase Order Lines (tdpur4101m000), Sales Order Lines (tdsls4101m000), Inbound Order Lines (whinh2110m000), Outbound Order Lines (whinh2120m000), by clicking Terms and Conditions on the appropriate menu. The terms and conditions are shown based
on the order line data.
- The Terms and Conditions - Searches (tctrm2150m000) session,
in which you must enter your own search attributes and Search Date.
The terms and conditions search results are displayed in these
sessions: - Terms and Conditions - Search Results (tctrm2151m000) for Sales and Purchase agreements.
- Terms and Conditions - Search Results (tctrm2151m300) for Internal agreements.
You can view the steps carried out by LN to obtain the terms
and conditions search results in the Terms and Conditions - Search Results Log (tctrm2151m200) session. Retrieving sales and purchase terms and
conditions LN completes the following steps: - Determines the sales or purchase contract Active for
the corresponding business partner based on the Terms and Conditions Type, sold-to business partner or buy-from business
partner, and Search Date.
- Reads the Terms and Conditions ID from the found sales or
purchase contract.
- Determines, for the terms and conditions agreement, the detailed terms and
conditions applicable for the business partner based on the search attributes and Search Date.
Note To retrieve terms and conditions from an Active contract for an order line, the contract need not
be linked to the order line. The contract number is only filled on the order
line if an active contract line is linked to the order line. Enterprise Planning can require terms and conditions for a range of data. LN then returns the
effective terms and conditions for that period, which can be retrieved from
different contracts. Retrieving internal terms and conditions Note If internal terms and conditions are searched
for, a from and a to item are used. Therefore, two terms and conditions records
can be applicable. The Search Sequence for Item Transfer field in the Terms and Conditions Parameters (tctrm0100m000) session determines which item has the
highest priority. Example The following terms and conditions are linked to
purchase contract AVK000026 for buy-from business partner GWABC. Terms and Conditions Type | Purchase | Terms and Conditions ID | PUR000028 | Buy-from Business Partner | GWABC |
The detailed terms and conditions defined in the
various terms and conditions groups for agreement PUR000028 are all
effective at the purchase order's search date. In the Terms and Conditions (tctrm1600m000) session, the following terms and conditions search levels are defined for agreement
PUR000028. Search Level | Priority | Attribute 1 | Attribute 2 | Order | Planning | Logistics | Invoicing | Pegging |
---|
1 | 10 | Item | Not Applicable | No | No | No | No | Yes | | | 201060.000 | | | | | | | 2 | 20 | Item | Warehouse | Yes | No | No | No | No | | | 201075.000 | S033 | | | | | | | | 201080.000 | S034 | | | | | | 3 | 30 | Item Group | Warehouse | No | Yes | Yes | No | No | | | GWS | S033 | | | | | | | | 001 | S050 | | | | | | 4 | 40 | Invoice-from BP | Not Applicable | No | No | No | Yes | No | | | GWABC | | | | | | | 5 | 50 | Not Applicable | Not Applicable | Yes | No | No | Yes | No |
For each search level, the attribute values
shown in italics in the table are entered in the Terms and Conditions Search Level (tctrm1610m000) session. Yes and No in
the table indicate whether detailed terms and conditions are present for the
relevant terms and conditions group. In the Purchase Order (tdpur4100m900) session, the following purchase order lines are
present: Purchase Order Line | Invoice-from BP | Item | Item Group | Warehouse |
---|
10 | GWABC | 201060.000 | GWS | S033 | 20 | GWABC | 201075.000 | GWS | S033 | 30 | GWABC | 201080.000 | GWS | S034 | 40 | GWABC | 201095.000 | 001 | S101 |
To retrieve terms and conditions for an order
line, in the Purchase Order (tdpur4100m900) session, select
a line and on the appropriate menu, click Terms and Conditions. The following terms and conditions are retrieved
for the purchase order lines: Terms and
Conditions Retrieved |
---|
Purchase order line | Order | Planning | Logistics | Invoicing | Demand Pegging |
---|
10 | Search level 5 | | Search level 3 | Search level 4 | Search level 1 | 20 | Search level 2 | Search level 3 | Search level 3 | Search level 4 | | 30 | Search level 2 | | | Search level 4 | | 40 | Search level 5 | | | Search level 4 | |
Order line 10 Order terms and conditions are retrieved
from search level 5. Because no search attributes are defined for search level
5, these terms apply to all search attribute combinations. Order terms and
conditions are also defined for search level 2. However, these terms and
conditions do not apply to line 10 because item 201060.000 in order line 10
does not match search attribute item 201075.000 or item 201080.000 in level
2. Logistics terms and conditions are retrieved
from search level 3; this is, because search attribute item group GWS and
search attribute warehouse S033 of this level match the item group and the
warehouse in order line 10. Invoicing terms and conditions are retrieved
from search level 4 because search attribute invoice-from business partner
GWABC matches the order line's invoice-from business partner. Demand pegging terms and conditions are
retrieved from level 1 because the item in line 10 matches search level
attribute item 201060.000. Order line 20 Order terms and conditions are retrieved
from search level 2 because search attributes item 201075.000 and warehouse
S033 match the item and the warehouse in order line 20. Planning and Logistics terms and conditions
are retrieved from search level 3 because search attribute item group GWS and
search attribute warehouse S033 of this level match the item group and
warehouse in order line 10. Invoicing terms and conditions are retrieved
from search level 4 because search attribute invoice-from business partner
GWABC matches the order line's invoice-from business partner. Order line 30 Order terms and conditions are retrieved
from search level 2 because search attributes item 201080.000 and warehouse
S034 match the item and warehouse in order line 20. Invoicing terms and conditions are retrieved
from search level 4 because search attribute invoice-from business partner
GWABC matches the order line's invoice-from business partner. Order line 40 Invoicing terms and conditions are retrieved
from search level 4 because search attribute invoice-from business partner
GWABC matches the order line's invoice-from business partner. Order terms and conditions are retrieved
from search level 5. Because no search attributes are defined for search level
5, these terms apply to all combinations of search attributes. Order terms and
conditions are also defined for search level 2. However, these terms and
conditions do not apply to line 40 because the search attributes in level 2 do
not match the item and warehouse in line 40.
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