Sales Contracts (tdsls3500m100)

Use this session to view the sales contracts that are displayed based on the filter settings in the Sales Contracts (tdsls8330m000) session.

When you double-click a line or click New, the Sales Contract (tdsls3600m000) session is started.

 

Days until Expiration

The number of days after which the sales contract expires.

Note
  • If a negative value is displayed in this field, the sales contract is already expired and the number of days after the expiry date is displayed.
  • If the sales contract status is set to Terminated, no value is specified in this field.
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.
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.

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.

Contract Type

The contract type indicates whether the contract is a normal or a special contract.

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.
Workflow Status

The status that is applicable if the business object requires authorization approval using ION Workflow.

When you perform a change that requires authorization, a checked-out version is automatically created for the business object. The changes you submit are only effective after approval/check-in. You can also undo your changes, or recall your submitted changes.

  • Checked-out and checked-in objects are displayed in the Checked-out Objects (ttocm9599m000) session.
  • From the appropriate menu of this session, select Workflow and execute the required action for the business object.

Allowed values

If the business object is checked out, this field displays an Object status.

If the business object is checked in, this field displays an Approval status.

If a description is specified for the object type in the Workflow Information Fields (ttocm0106m000) session (which is displayed as a tab in the Object Types (ttocm0102m000) session), regardless if the object is checked in or out, this field always displays the value of the appropriate Description field.

Note

For more information on setting up and using ION Workflow for business objects in LN, refer to the Infor LN Integration Guide for Infor ION Workflows and Monitors at Infor Xtreme.

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.

Internal Sales Representative

The 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.
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).

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.

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.

Terms and Conditions ID

The terms and conditions agreement that is linked to the sales contract.

Note

You can click Generate Terms and Conditions from Template on the appropriate menu to generate a new terms and conditions agreement from a terms and conditions template in the Generate Terms and Conditions from Template (tctrm2200m000) session. The newly generated terms and conditions agreement is automatically entered in this field.

Contract Date

The date on which the contract is entered in the system.

Action on Deviating Customer Order

The action that must be initiated when the customer order on an incoming sales release is specified and deviates from the Customer Order in the Sales Contract Lines (tdsls3501m000) session.

Note

This field is enabled only if a customer order number is specified in the Customer Order field. This value is defaulted in the Action on Deviating Customer Order field in the Sales Contract Lines (tdsls3501m000) session.

Action on Deviating Empty Customer Order

The action that must be initiated when the customer order on an incoming sales release is not specified and deviates from the specified Customer Order in the Sales Contract Lines (tdsls3501m000) session.

Note

This field is enabled only if a customer order number is specified in the Customer Order field. This value is defaulted in the Sales Contract Lines (tdsls3501m000) session.

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.

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
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

The 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.
Contract Acknowledgement

You can indicate whether a contract acknowledgment must be printed.

Print Status

This field shows the printing status of the contract acknowledgement.

You can print contract acknowledgements in the Print Sales Contract Acknowledgements (tdsls3405m000) session.

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.

Allowed values

Contract Status

Sold-to Contact

The sold-to business partner's contact.

Phone

Your contact's (direct) telephone number.

Sold-to Address

The sold-to business partner's address code.

Default value

LN retrieves the default address from the Sold-to Business Partner (tccom4110s000) session.

Ship-to 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.

Ship-to 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.

Ship-to 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.

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.

Related topics

Point of Title Passage

The point at which the legal ownership changes. At this point, the risk passes from the seller to the buyer.

Related topics

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.

Invoice-to 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.

Invoice-to 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.

Invoice-to 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.

Pay-by 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.

Pay-by 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.

Pay-by 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.

Full Name

The contact's full name.

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.
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.