Contract Parameters (tpctm0100m000)

Use this session to maintain and initialize the parameters for LN contracts.

By default, the Description field contains the date and time when the previous parameter set was saved. In order to avoid confusion, if you change the parameters, you must change or delete the Description text as well.

Note: The parameters you set in this session are valid for all contracts you set up in this company. Parameters also serve as defaults for some fields.

Field Information

Introduction Date

The date and time this parameter setting becomes valid.

Description

The description of the parameter setting.

Contract Numbers

Contracts Number Group

The default number group defined for the contract.

Description

The description or name of the code.

Contract Series

The contract series.

Description

The description or name of the code.

Contract Line Step Size

The number that defines the sequence for the successive steps that must be performed for the contract line.

For example, if the step size is 10, the numbers assigned to the successive steps are 20, 30, and so on.

Change Management

Log History: If this check box is selected, LN allows you to record the contract history data for all the changes made to the contract data in the Contracts (tpctm1100m000) and the Contract Deliverables (tppdm7100m100) sessions.

Rates

Default Exchange Rate Type: The default exchange-rate type for the contracts.
Description: The description or name of the code.

Allow New Orders for

Contracts with Status Free: If this check box is selected, you can create a new order (such as purchase, sales, production, service, and warehousing), if the contract, contract line, and the deliverable status is Free. This gives the user an additional option during the initial phase of the contract or project.

Note: By default, this check box is cleared.
Delivered Contract Deliverables: If this check box is selected, you can create new orders (such as purchase, sales, production, service, and warehousing) for deliverables that are shipped (the status of the deliverable must be Delivered). This gives the user an additional option, if required, even after the deliverable is shipped.

Note: By default, this check box is cleared.

Backorders

Activate Backorders automatically: If this check box is selected, LN automatically confirms backorders, when created, for contact deliverables.
Release Backorders automatically to Warehousing: If this check box is selected, LN automatically releases the confirmed backorders to warehousing.

Progress Payment Requests

If this check box is selected, LN allows you to create progress payment requests for contracts.

Small Business

If this check box is selected, the business entity can be considered as a small business.

Note: This check box is enabled only if the Progress Payment Requests check box is selected.

Use Advance Payments as

The type of advance payment used for contracts and contract lines.

The advance payment types are selected based on the legal requirements of a country or the business. For the advance payment types ( Request and Invoice), open entries are generated.

An advance payment represents a request to the business partner to pay in advance a certain amount or percentage.

An advance invoice represents a normal invoice that must comply with all legal requirements and is included in the sales listing, VAT declaration and Revenue recognition.

An advance invoice is a legal document and therefore an official number is generated. The same is also included in the sales listing.

Note: Tax is applicable only for an advance invoice.

Allowed values

Request: An advance payment represents a request to the business partner to pay a certain amount or percentage in advance. If you select this option, the advance payment request is used as the default advance payment type for the contract and contract line.
Invoice: An advance invoice represents a normal invoice that must comply with all legal requirements and is included in the sales listing, VAT declaration and Revenue recognition. If you select this option, the advance invoice is used as the default advance payment type for the contract and contract line.
Request or Invoice: Infor LN allows you to select the type of advance payment, based on the requirement for the contract or contract line.

Note: Default value is Request.

Price Control

Price Stage Mandatory

If this check box is selected, the price stage must be specified for a contract deliverable. Based on this setting, a check is performed at various stages to ensure that a price stage is specified for a contract deliverable. If not specified, an error message is displayed.

Note:

For item of the Type of Deliverable Hardware, the price stage must be specified when the status of the deliverable is set to active or released.
For item of the Type of Deliverable Non Hardware, the price stage must be specified only when the Status is set to Delivered.
If the value of the price stage is specified when the Status of the Contract Deliverable is set to Active, Released to Warehousing, or Delivered, the value cannot be modified.
Price Stage is used only for information purposes for contract deliverables.

After Sales Service

Extended Service Integration: If this check box is selected, the After Sales Service functionality is implemented for the contract deliverables. If this check box is cleared, the service installation group functionality is used.
Support Maintenance with Contract Deliverables: If this check box is selected, the maintenance and service (in depot repair) related data for an item is supported in the contract deliverable.

Blocking

Signal / Blocking Implemented

If this check box is selected, the credit check functionality is enabled.

Credit Review is Overdue

Signal

If this check box is selected, and the invoice-to business partner's credit review period is overdue, LN displays a warning message.

Blocking

If this check box is selected, the contract line or deliverable is blocked if the invoice-to business partner's credit review period is overdue.

Hold Reason

The hold reason for the signal or blocking.

Credit Limit Exceeded

Signal

If this check box is selected, and the Credit Limit that is specified in the Invoice-to Business Partner (tccom4112s000) session is exceeded, a warning message is displayed.

Blocking

If this check box is selected, and the Credit Limit that is specified in the Invoice-to Business Partner (tccom4112s000) session is exceeded, the contract line or deliverable is blocked.

Hold Reason

The hold reason for the signal or blocking.

Customer is Doubtful

Signal

If this check box is selected, LN displays a warning message for the contract line or deliverable when the linked invoice-to business partner is characterized as doubtful.

Blocking

If this check box is selected, the contract line or deliverable is blocked for an invoice-to business partner that is characterized as doubtful.

Hold Reason

The hold reason for the signal or blocking.

Invoice is Overdue

Signal

If this check box is selected, and the invoice-to business partner has overdue invoices, LN displays a warning message for the contract line or deliverable.

Blocking

If this check box is selected, and the invoice-to business partner has overdue invoices, the contract line or deliverable is blocked.

Hold Reason

The hold reason for the signal or blocking.

Credit Rating

Pre-defined Credit Rating

The predefined credit rating if the invoice-to business partner has overdue invoices.

Note: You can define and modify credit ratings in the Credit Ratings (tcmcs0164s000) session. You can link credit ratings to an invoice-to business partner in the Invoice-to Business Partner (tccom4112s000) session.

Change Customer's Credit Rating

If the invoice-to business partner has overdue invoices, you can indicate whether credit ratings must be changed into a predefined credit rating, as defined in the Pre-defined Credit Rating field.

Allowed values

Automatic: LN changes the credit rating automatically and uses the predefined credit rating as defined in Pre-Defined Credit Rating Code field of the Sales Order Parameters (tdsls0100s400) session.
Interactive: LN prompts the user to decide whether the credit rating must be changed or not. If the user indicates that the credit rating must be changed, LN uses the predefined credit rating as defined in the Pre-Defined Credit Rating Code field of the Sales Order Parameters (tdsls0100s400) session.
No: LN does not change the credit rating.

Note: LN takes action at the moment you save a sales order header in the Sales Order (tdsls4100m900) session.

Control

Maximum Holding Days

The maximum number of days that an order can be on hold. This field is used to determine the expected release date for a blocked order (line).