Prerequisites for annual, non-overlapping blanket agreements

To use annual, non-overlapping blanket agreements, prerequisites must be met.
  • You must use Infor M3 single-tenant or multi-tenant as your ERP.
  • Agreement pricing cannot be applied to style items.
  • Infor M3 must be set up correctly. This table shows the minimum requirements:
    M3 Form Required information
    CO Type.Open (OIS010/J) Agreement check: 1-Customers agmnt

    Price orig seq: Ensure that the customer order type that you use with Rhythm includes a 6, which indicates that blanket agreement pricing is evaluated.
    Settings-Customer Order Entry (CRS720) Check Date: 1 - Order Date
    Customer.Open (CRS510/F) Agr chk header: 3 Automatically

    Agr chk lines: 6-OH or manual
    Cust Blanket Agreement (OIS060) Header: Select a customer with a start date and agreement type

    Agreement date: Specify a date that is equal to or before today's date.

    Status: 20-Final
    Cust Blanket Agreement. Open Lines (OIS061) Add the items, agreed quantities, and start dates. Ensure that the Status field is set to 20-Final
    Cust Blanket Agreement. Enter Prices (OIS062) Specify the price breaks for each item in the agreement