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This page allows you to record details of agreements signed with customers. Sale Orders can be generated based on agreements. Each agreement comprises of payment term and price list combinations defined for different periods. The system does not permit the overlapping of periods. The valid price list and payment term is defaulted onto the sale order, based on the pricing effective date of the sale order. An effective date and expiry date can be specified for each period.
Select the "Enter Agreement” link at the bottom of "Create Contract" page.
The "Specify Agreement” page appears.
The system retrieves the corresponding details for the contract number entered:
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Status |
The status of the contract. |
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Contract No. |
The unique number identifying the contract. |
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Amendment No. |
The number identifying an amendment made on the agreement document. Every time the agreement document is amended, the system increments the amendment number made on the order. |
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Contract Date |
The date on which the contract was created. |
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Contract Desc. |
The description of the contract. |
Enter the following fields in the “Agreement Details” multiline:
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Effective Date |
The start date of the period from which the price list and the payment terms for this agreement will be active (Date Format) Mandatory. |
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Expiration Date |
The end date of the period up to which the price list and payment terms for this agreement is active (Date Format) Mandatory. The system ensures that the expiration date should not be less than effective date. |
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Currency |
Use the drop-down list box to select the currency applicable to the agreement Mandatory. The system initializes with valid values from the “Currency” business component. The system displays the base currency by default on launch of the page. |
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Price List No. |
The number identifying the price list applicable (Alphanumeric, 10) Mandatory. The system checks for the validity of the price list between the effective date and expiration date. |
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Help facility available. |
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Pay Term |
The code identifying the payment terms applicable (Alphanumeric, 15) Mandatory. The system checks for the existence of a valid pay term code from “Pay Term” business component. |
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Press <Enter> key. |
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The system retrieves the description based on the code entered from the “Pay Term” business component. |
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Help facility available. |
The system displays the following field:
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Pay Term Desc. |
The description of the pay term Mandatory. |
Click the “Add Agreement” pushbutton to add the agreement details.
If an authorized sale order has been raised against the Agreement, data cannot be amended.
If all mandatory fields are entered, then the system updates the status to "Fresh". Or else the status is set to "Draft".
If order status is "Returned" or "Fresh" and if any mandatory information is deleted, then the system displays an error message.
Select the "Specify Checklist" link to record the check list details.
