Defining customer contracts

A customer contract represents a business-partner relationship between a franchiser (company) and franchisee (customer). The customer contract is a master contract that you use to define contract header information specific to a franchise. Use this procedure to define a valid customer contract.

  1. Access Customer Contract (FR10.1).
  2. Use these guidelines to specify the field values:
    Company

    Select the company number for the company that you want to define a customer contract.

    Note: The company number is defined on Company Options (FR01.1).
    Customer

    Select an accounts receivable customer that you want to define a contract.

    Ship To

    Select the customer ship to number.

    Note: You can define the ship to number on Ship To (BL02.1). Define a unique ship to value for each contract.
    Contract

    Select the user-defined contract number associated with a particular customer ship to number.

    Note: Only one contract can be active for a particular company, customer, and ship to location. To assign comments to a contract, click in the Contract field and select Comments from the Attachments drop-down box.
    Variance Limit

    You can specify an amount that represents the maximum difference allowed between the total submitted and total calculated charges on Sales Entry (FR20.1).

    Budget ID

    You can specify a budget ID to maintain budget data specific to the contract that you define here.

    Note: The budget ID is defined on Sales Budget ID (FR02.1).
    Group Code

    You can specify a user-defined group code, which groups together customer contract activity for processing or reporting purposes.

    Note: You can define a group code on Group Code (FR03.1).
    Process Level

    You can select a valid process level, which is the reporting hierarchy below the company.

    Note: A process level must be specified for invoice creation. This value is assigned to all invoices created on Invoice Interface (FR140). You can define a process level on Process Level (BL01.1). In the Franchise Management application, process level is used for reporting, not processing.
    Termination Date

    You can specify the date when the contract ends. Note-based charges are not processed beyond the termination date.

    Note: Define a date that coincides with cycle dates on the company calendar.
    Estimates

    Select Actual (A) to use actual sales figures from the prior period to create estimates. Select Budget (B) if you want the estimates to be based on predefined budget figures.

    Note: Sales estimates are created when you run Create Estimates (FR130).
    Require Aggregate Sales

    Select No if not all contracts require aggregate sales processing.

    Note: You can select Yes only if the Require Aggregate Sales field on Company Options (FR01.1) is set to Yes.
    Aggregate Sales By Date

    Optional. You can select No if not all contracts require aggregate sales processing by date.

    Note: You can select Yes only if the Aggregate Sales By Date field on Company Options (FR01.1) is set to Yes.
    Note: You can use the Copy function only after you have successfully added an active contract. Only one contract can be active for a particular company, customer, and ship to location, regardless of date range.
  3. To add charges to a contract by copying them from an existing customer contract or from a standard contract, select Copy Charges to open Copy Contract (FR10.2).
  4. To inquire on, add, or change budget attributes for a particular contract, select Budget to open Budgeted Customer Sales (FR10.3).
  5. To add or change customer attributes for a particular contract, select User Fields to open Customer Contract User Fields (FR10.4).
  6. To inquire on, add, or change licensing or address attributes for a particular contract, select More to open Licensee and Location (FR10.5).