Defining a contract (BL/DST)
You can use contracts to modify the price base for a specific customer and for a specific time period.
This procedure shows you how to define a contract:
Follow these steps to define a contract:
- Access Contract (BL46.1).
- Specify or select the company you want to define in the contract.
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Specify a contract name and description.
Note: If you assign contracts to sales classes of items or individual items, then you can use the default percentages and discounts assigned at the level you assign contracts in the Billing application.
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On the Contract Data-1 tab,
specify this information:
- Effective Dates
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Specify the beginning and the ending dates that you want this contract to take in effect.
- Base
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Select the price base that you want this contract to modify.
- Default Percent
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Specify the default percentage to be multiplied by the item's price base to calculate the item's price.
- Discountable
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Select whether to include or not the order lines priced by this contract in the total amount the order discount will be based on.
- Discount Code
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Specify or select the discount code. Define discount codes using BL44.1.
- Currency
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Select the currency that is in effect for this contract.
Note: If you leave this field blank, then you can price orders in any currency through this contract. - Contract Rate
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Specify the currency rate that is in effect for this contract.
- Broken Case Charge
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Specify or select an add-on charge that will be assessed when the contract is used and a line is priced using multiple pricing units.
Note: The minimum and maximum amount parameters are strictly informational. No processing functionality is tied to them. -
On the Contract Data-2 tab,
add the parameters that define contract approval date and contact information. Specify
this information:
- Previous Contract
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Specify the number used to reference the previous contract.
- Customer Reference
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Specify a customer reference number or any information that you want to carry on for the contract.
- Minimum Amount
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Specify the minimum sales amount for the contract.
- Maximum Amount
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Specify the maximum sales amount permitted for the contract.
- Click Change.