Sales Contract Analysis (tdsls3513m000)

Use this session to have a results analysis for a sales contract based on its cumulated quantities and amounts.

Field Information

Contract

The sales contract's number.

Line

The number of the sales contract line.

Sales Office

sales office

Sold-to Business Partner

sold-to business partner

Item

item

Sales Price Group

price group

If this field is filled, the price or discount on the contract line applies to all items that belong to this price group.

Note: You cannot enter agreements on a contract line that relate to both an item and a price group.

For agreements by price group, the following conditions apply:

  • You cannot define a delivery schedule.
  • You must specify a quantity.
  • The sales unit need not be entered.
  • The sales price unit need not be entered.
  • The Item field must be skipped.
  • You cannot enter multiple contract lines for the same price group in the same contract.
  • For each price group, you can only conclude one normal contract with each customer per period.
Effectivity Unit

effectivity unit

Agreed Quantity

The contract quantity expressed in the sales unit.

Sales Unit

sales unit

Note: Items can be sold in a different unit than the one in which their inventory is recorded. For example, goods can be stored in kilograms and sold in bails.
Agreed Quantity

The contract quantity expressed in the inventory unit.

Inventory Unit

inventory unit

Minimum Quantity

The minimum contract quantity expressed in the sales unit.

Minimum Quantity

The minimum contract quantity expressed in the inventory unit.

Maximum Quantity

The maximum contract quantity expressed in the sales unit.

Maximum Quantity

The maximum contract quantity expressed in the inventory unit.

Called Quantity

The sum the called quantities of all sales order/schedule lines that are linked to the contract line, expressed in the sales unit.

The called quantity is increased when an order/schedule line is linked to a contract. The called quantity is decreased again when an order/schedule line is processed.

Called Quantity

The sum the called quantities of all sales order/schedule lines that are linked to the contract line, expressed in the inventory unit.

Invoiced Quantity

The sum of the invoiced items on sales orders and sales schedules related to a sales contract, expressed in the sales unit

Based on the invoiced quantity, the effective date and the expiry date, you can calculate the possible end quantity on the expiry date by extrapolating data. If you run the Process Delivered Sales Orders (tdsls4223m000) session, the invoiced quantity is increased for each contract related order line.

Note: Order discounts are not accounted for. Only the net goods amounts are totalized.
Invoiced Quantity

The sum of the invoiced items on sales orders and sales schedules related to a sales contract, expressed in the inventory unit.

Total Quantity

The sum of called and invoiced quantities, expressed in the sales unit.

Total Quantity

The sum of called and invoiced quantities, expressed in the inventory unit.

Expected Quantity

This field indicates how much is expected to be sold at the end of the contract duration, expressed in the sales unit.

Expected Quantity = (Total Quantity ÷ Elapsed time in %) * 100%
Note: The total quantity is equal to the sum of the called and invoiced quantities.
Expected Quantity

This field indicates how much is expected to be sold at the end of the contract duration, expressed in the inventory unit.

Called Amount

The sum of the called amounts on sales order lines that are linked to a sales contract.

Note: Based on the called amount, the effective date and the expiry date, you can calculate the possible final amount on the expiry date by extrapolating data.
Invoiced Amount

The sum of the invoiced amounts on sales order lines that are linked to a sales contract.

Note: 
  • You can calculate the possible invoiced amount on the expiry date by extrapolating data, based on the invoiced amount, the effective date and the expiry date.
  • The invoiced amount is updated when you run the Process Delivered Sales Orders (tdsls4223m000) session.
Result

The sum of called items and invoiced items expressed as a percentage of the agreed quantity.

Result = (Total Quantity ÷ Agreed Quantity) * 100%
      
or:
       
((Called Quantity + Invoiced Quantity) ÷  Agreed Quantity) * 100%
Expected Result

The result in relation to the expected quantity. The expected quantity on the expiry date is calculated through extrapolating data.

Expected Result = (Total Quantity ÷  Expected Quantity) * 100%
             
or:

(Called Quantity + Invoiced Quantity ÷ (Agreed Quantity * Elapsed Time in % ÷ 100)) * 100%
Quantity Binding

This field indicates whether the agreed contract quantity is binding.

If this check box is selected, the Evaluate Sales Contracts (tdsls3420m000) session prints all differences between:

  • The called quantity and the maximum contract quantity.
  • The called quantity and the minimum contract quantity.

If this check box is cleared, the Evaluate Sales Contracts (tdsls3420m000) session only prints the differences if the minimum contract quantity or the maximum contract quantity are exceeded.

Performance

The called and invoiced quantities versus the average quantity for the contract, displayed in a graph.

  • The quantities are displayed, by month, for the total contract duration.
  • The average quantity by month is the agreed quantity of the contract divided by the number of months for the contract duration.
  • You can use the arrow key to navigate to another year (up to a maximum of five years).

The monthly quantities are retrieved from the Sales Contract Turnover History (tdsls3535m000) session.

Effective Date

effective date

Expiry Date

expiry date

Default value

The default date is the effective date plus one year less one day.

Current Date

The present date and time. LN fills this field automatically with the date and time on which you start this session.

Time Elapsed

The time elapsed is expressed as a percentage of the total contract duration, recorded in the Sales Contracts (tdsls3500m000) session.

The time elapsed is calculated as follows:

Time Elapsed = (Current Date - Effective Date ÷ ((Expiry Date - Effective Date) + 1)) * 100%
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