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 diagram shows how to define a contract:

Procedure flow: Defining a contract
  1. Access Contract (BL46.1).
  2. Specify or select the company to define in the contract.
  3. 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.
  4. On the Contract Data-1 tab, specify this information:
    Effective Dates

    Specify the beginning and the ending dates in this contract to take in effect.

    Base

    Select the price base in this contract to modify.

    Default Percent

    Specify the default percentage to be multiplied by the item's price base to calculate the item's price.

    Discountable

    Select whether to include the order lines priced by this contract in the total amount the order discount is based on.

    Discount Code

    Specify or select the discount code. Define discount codes using BL44.1.

    Currency

    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

    Specify the currency rate that is in effect for this contract.

    Broken Case Charge

    Specify or select an add-on charge that is 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.
  5. Click the Contract Data-2 tab.
  6. Add the parameters to define contract approval date and contact information on the Contract Data-2 tab.
  7. Specify this information:
    Previous Contract

    Specify the number used to reference the previous contract.

    Customer Reference

    Specify a customer reference number or any information to carry on for the contract.

    Minimum Amount

    Specify the minimum sales amount for the contract.

    Maximum Amount

    Specify the maximum sales amount permitted for the contract.

  8. Click Change.
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