Terms and Conditions - Searches (tctrm2150m000)

Use this session to do the following:

  • Simulate the retrieval of the terms and conditions effective for a business partner.
  • Validate the terms and conditions against a validation template. The terms and conditions found during the search can be checked against the values found in the template.

The terms and conditions search results are displayed in the following sessions:

  • Terms and Conditions - Search Results (tctrm2151m000) for Sales and Purchase agreements.
  • Terms and Conditions - Search Results (tctrm2151m300) for Internal agreements.
  • Terms and Conditions - Search Results Log (tctrm2151m200)
Note
  • To initiate the search simulation process, on the appropriate menu, click Search Terms and Conditions.
  • To validate the terms and conditions against the entered Validation Template, on the appropriate menu of the Terms and Conditions - Search Results (tctrm2151m000) session, click Print match with Validation Template. As a result, the terms and conditions that differ from the values in the validation template, are marked with an asterisk on the report.
To retrieve terms and conditions

Sales and purchase terms and conditions

To retrieve sales or purchase terms and conditions for a business partner, LN completes the following steps:

  1. Determines the sales or purchase contract Active for the business partner based on the Terms and Conditions Type, business partner, and Search Date.
  2. Reads the Terms and Conditions ID from the found sales or purchase contract.
  3. Determines, for the terms and conditions agreement, the detailed terms and conditions applicable for the business partner based on the entered search attributes and Search Date in this session.

Internal terms and conditions

To retrieve internal terms and conditions, LN completes the following steps:

  1. Determines the applicable enterprise unit relationship for the internal business partners based on the From Enterprise Unit, To Enterprise Unit, and Search Date.
  2. Reads the Internal Terms and Conditions from the found enterprise unit relationship.
  3. Determines, for the terms and conditions agreement, the detailed terms and conditions applicable for the internal business partners based on the entered search attributes and Search Date in this session.

 

User

The identification code for the LN user. This code is used for system security.

Test Number

The sequence number of the search test.

Terms and Conditions Type

Defines the type of terms and conditions agreement or template and is linked to a set of search attributes. Each terms and conditions type has its own search attributes.

The following terms and conditions types are available:

  • Purchase
    Purchase terms and conditions agreements can be linked to purchase contracts.
  • Sales
    Sales terms and conditions agreements can be linked to sales contracts.
  • Internal
    Internal terms and conditions agreements can be linked to enterprise unit relationships.
Search Date

The date that must be used to search for effective terms and conditions.

Validation Template

The template against which the terms and conditions found during the search can be validated.

Note

To validate the terms and conditions against the entered Validation Template, on the appropriate menu of the Terms and Conditions - Search Results (tctrm2151m000) session, click Print match with Validation Template. The terms and conditions that differ from the values in the validation template are marked with an asterik on the report.

Buy-from Business Partner

The business partner from whom you order goods or services; this usually represents a supplier's sales department. The definition includes the default price and discount agreements, purchase-order defaults, delivery terms, and the related ship-from and invoice-from business partner.

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
Ship-from Business Partner

The business partner who ships the ordered goods to your organization. This usually represents a supplier's distribution center or warehouse. The definition includes the default warehouse at which you want to receive the goods and if you want to inspect the goods, the carrier that takes care of the transport, and the related buy-from business partner.

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.

Invoice-from Business Partner

The business partner that sends invoices to your organization. This usually represents a supplier's accounts receivable department. The definition includes the default currency and exchange rate, invoicing method and frequency, information about your organization's credit limit, the terms and method of payment, and the related pay-to 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.

Department Company

The department's company.

Department

A company's organizational unit that carries out a specific set of tasks, for example, a sales office or a purchase office. Departments are assigned number groups for the orders they issue. The department's enterprise unit determines the financial company to which the financial transactions that the department generates are posted.

Warehouse Company

The warehouse's company.

Warehouse

A place for storing goods. For each warehouse, you can enter address data and data relating to its type.

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)
From Entity Type

The type of entity that issues the goods.

You can only select an entity type for which LN supports the selected relationship type.

From Operational Company

The logistic company in which you defined the entity.

From Entity

The entity that issues the goods.

From Enterprise Unit

The enterprise unit from where documents, goods, money, orders, and so on flow to another enterprise unit.

From 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)
To Entity Type

The type of entity that receives the goods.

You can only select an entity type for which LN supports the selected relationship type.

To Operational Company

The logistic company in which you defined the entity.

If both entities are warehouses, they can belong to different logistic companies. Entities other than warehouses must belong to the same logistic company.

To Entity

The entity that receives the goods.

To Enterprise Unit

The enterprise unit to which documents, goods, money, and orders coming from another enterprise unit, flow.

To 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)

 

Search Terms and Conditions

Searches the effective terms and conditions for a business partner.

Depending on the setting of the Terms and Conditions Type field, the Terms and Conditions - Search Results (tctrm2151m000) session or the Terms and Conditions - Search Results (tctrm2151m300) session is started.