Enter Blanket Agreement - Customer

This procedure is used to enter a blanket agreement and to define the items, prices and terms covered by the agreement.

There are two alternative ways to enter a blanket agreement. You can enter an agreement based on either

  • An item or
  • Superior groups, where you can group several items together. The superior group can consist of items belonging to, for example the same product group, item type, or business area.

Before you start

  • Customers and items must be specified.
  • A customer blanket agreement type must be defined in 'Customer Blanket Agreement Type. Open' (OIS063). The agreement type is used to set default values for the agreement, but it is possible to change the pre-defined parameters during blanket agreement entry.

If you want to maintain agreement lines on a grouped level:

  • The parameter 'Superior group' must be selected in'Customer Blanket Agreement Type. Open' (OIS063).
  • Control fields must be defined in 'Blanket Agreement Line Selection Field. Enter' (OIS064).

How the blanket agreement is checked is determined by:

  • The 'Agreement check – order header' and 'Agreement check – order lines' fields in 'Customer. Open' (CRS610/F)
  • The 'Agreement check' field in 'CO Type. Open' (OIS010/I)

Follow these steps

  1. Start 'Cust Blanket Agreement. Open' (OIS060/B).

  2. Create a new blanket agreement by specifying the customer number, an identity for the agreement, the date the agreement becomes valid and the agreement type. Select 'New' to proceed to the E panel.

  3. On the E panel, specify the status, whether or not the agreement covers prices, quantity check and other general information. Press Enter to proceed to the F panel.

  4. On the F panel, specify terms and conditions for the agreement. Press Enter and 'Customer Blanket Agreement. Open Lines' (OIS061) is started. If you want to enter single items to the agreement, go to step 5. If you want to enter superior groups, go to step 6.

  5. Specify an item to be covered by the agreement, select 'New' and you will proceed to the E panel. Go to step 7.

  6. Specify a priority, press Enter and the selected fields entered in 'Blanket Agreement Lines Selection Field. Enter' (OIS064) are displayed. Specify in the fields the values applicable to your agreement. Select 'New' to proceed to the E panel.

  7. On the E panel, specify a price list, if you want to use a price list instead of prices in the agreement. Specify, if necessary, a valid to date, supplier number and a supplier agreement number. Press Enter to proceed to the F panel.

  8. On the F panel, specify the agreed quantity of the item and the interval for call-offs. Press Enter and you will return to the B panel, continue to step 10. To specify sales prices, go to step 9.

  9. Select option 11=Prices in (OIS061/B) to proceed to 'Cust Blanket Agreement. Enter Prices' (OIS062/E) where you can specify sales prices for different order quantities.

  10. To enter more items, repeat the procedure from step 5. If you want to enter more superior groups, repeat the procedure from step 6. To end, press F3.

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