All of the customer contracts that are available on your system are listed on this panel.
DC1 Distribution contracts are made between two parties: Your company and your customer. The pricing of the contract and how you want it to be based (on Quantity, Time period or a combination of the two) is entered on Item level and is flexible.
Contracts can be created in two different ways:
- they can be generated from a sales quotation
- they can be manually entered via this program.
Sales quotations to contracts:
Contract quotations are entered in the Work with sales quotations program as type 2 quotations. Once the customer accepts the terms and conditions of the contract, the quotation must be copied to a contract via the Copy sales quotations to contract program.
This program allows you to create customer contracts, change or delete existing ones. Note: Customer contracts will be searched for both the customer and for the debtor of the customer.
Options
| Items | Select this option to identify the items that are covered by the contract and their details (pricing, quantity or time-based, etc). |
| Display items | Displayed only in the Enquiry program. Select this option to identify the items that are covered by the contract. |
| Text | Select this option to add text (comments). |
| Display text | Displayed only in the Enquiry program. Select this option to view the text (comments). |
Selection fields
Work with customer contracts or Customer contracts enquiry (DIR86004)
On this panel you must enter the contract details.
- Customer
- Contract number
- Enter the number of the contract being created.
- Parent level
- This field is only displayed if Business partner structure handling is activated. Set this field to YES to denote that the contract is for a customer structure. Set to NO if the contract is for an individual customer.
- From date
- Enter the start date of the contract.
- To date
- Enter the end date of the contract.
- Chain discounts
- This field is only displayed if the pricing policy for Chain discount is set to YES in the DIS control file. Indicate if chain discounts are allowed to be applied on top of any prices and discounts generated from the contract. The actual discounts in the chain are set up as a type C (i.e. Chain discount) in the Work with sales pricing methods file.
If chain discounts are found, the system will apply the chain discounts, (reading them in the sequence defined within the Work with sales pricing methods file) on top of any discounts generated for the Contract. Note: The system will choose those chain discounts where the attributes of the contract line match those in the Discount keys 1-5 of the Work with sales pricing methods file.
Note: You cannot set this field to YES if the contract holds any items with any discount that comes from a chain discount method type (from the original pricing of the quotation line).
- Promotions
- Set this flag to YES if the customer contract is eligible for promotional pricing, i.e. being allowed to be compared against prices from sales promotions. When a price is automatically retrieved for a sales order line, the retrieved price will be compared to the pricing from a sales promotion, if such promotion pricing exists, to get the lowest price. If this flag is set to NO, no comparison against promotion pricing will take place.
- Order summary disc
- This field is only displayed if the pricing policy for Order summary disc is set to YES in the DIS control file. Indicate if the Order line summary discount and Header discount will be applied on top of the contract price and/or in addition to any discounts specified within the contract. The actual discounts are set up as a type O (i.e. Order line summary discount) and H (i.e. Header discount) in the Work with sales pricing methods file.
Note: You cannot set this field to YES if the contract holds any items with any discount that comes from a order summary discount method type (from the original pricing of the quotation line).
- Pricing parent
- This field is only displayed if Business partner structure handling is activated and if you have accessed this panel in change mode, or if you are creating a new contract (then it will only be displayed once you click OK. Displays the pricing parent (e.g., holding company) that is used in determining the prices that this customer may get depending upon the setting of the pricing policy for the holding company.
- Pricing policy
- This field is only displayed if Business partner structure handling is activated and: if you have accessed this panel in change mode; or if you are creating a new contract (then it will only be displayed once you click OK). This field is used in conjunction with the Pricing parent field and identifies whether it’s the price calculated for the parent, or the price calculated for the customer or the best on these that is used.
The value in this field is defaulted from the Work with customer structure, Holding company detail panel.
Value Description Parent The contract is negotiated by the holding company. Customer Customers negotiate their own contract. Best of The contract can be negotiated with either the holding company or the customer. The best deal will prevail.
Work with customer contracts, Copy (DIR86005)
All of the customer contracts that you selected to copy are listed on this panel.
- Customer
- Displays the customer number that you selected to copy.
- Contract no
- Parent
- This field is only displayed if Business Partner Structure Handling is activated. If this field is set to YES it denotes that the contract is for a customer structure. If it is set to NO it denotes that the contract is for an individual customer.
- New customer
- Enter the new customer.
- New contract no
- Enter the new contract number.
- New parent
- Enter the new parent level.
- New valid from date
- Enter the starting date of the new contract.
- New valid to date
- Enter the end date of the new contract.
Work with customer contracts, Deletion (DIR86008)