| # Contract Quotations (tsctm2100m000) use.session.to maintain service-contract quotations. Related topics To use contract quotations To use templates in contract management To use number groups and series Number groups in Service Service tax rules, tax code, and tax country Service contract changes Contract Quotation service-contract quotation. Search Argument search argument Contract Type contract type Quotation Date The date on which the quotation was created. Expiry Date The date on which the contract quotation expires. Quotation Status Quotation Status Sold-to Business Partner sold-to business partner Sold-to Business Partner The business partner's name. Address The address code. Address The street or road name in the address. Address The building number. Address The city in the address. Contact The contact person dealing with the quotation in the business partner's organization. First Invoice Reference reference A Second Invoice Reference A user-definable reference to be printed on the quotation. Quotation Text If this check box is selected, the quotation has an associated text that you can view by clicking the Text button. Contract Quotation The code of the service-contract quotation. Service Office The service department or sales office responsible for the service contract or service-contract quotation. Note The service office determines the home currency and the financial company. Sales Rep. The sales representative responsible for this contract quotation. Line of Business line of business Sales Price List sales price list Success Percentage A percentage indicating the probability the quotation will be accepted by the business partner. Success/ Failure Indicates the reason for the business partner's acceptance or rejection of the quotation. Header Text If this check box is selected, the quotation has an associated header text that appears on the top of each page. Footer Text If this check box is selected, the quotation has an associated footer text that appears on the bottom of each page. Calculated The sales amount of the contract quotation calculated based on the related coverage terms, cost terms, and configuration lines. Sales Amount The calculated sales amount can be altered resulting in the total sales amount of the contract quotation. Cost Amount The cost amount of the contract quotation calculated based on the related coverage terms, cost terms, and configuration lines. Cost Amount currency Gross Margin The gross margin (GM) expressed in a percentage. Contract Quotation The code of the service-contract quotation. Business Partner invoice-to business partner Address The invoice-to address code. Contact The contact person in the business partner's organization, who deals with invoices related to the quotation. Installment Template installment template Terms of Payment terms of payment Late Payment Surcharge late payment surcharge Installment Text If this check box is selected, the contract quotation has an associated installment text. This text is printed on all installments of the derived service contract. Contract Quotation The code of the service-contract quotation. Currency The currency, which is specified in the service-contract quotation. Exchange Rate Type exchange-rate type Rate Determiner rate determiner Rate/Rate Factor currency exchange rate Rate/Rate Factor rate factor Rate/Rate Factor The rate for one (1) currency base-unit. Obsolete If this check box is selected, taxes are applicable to the contract installments. The tax country and the applicable tax code must be specified. Related topics Service tax rules, tax code, and tax country Tax Country tax country Default value If the tax code is taken from the location address, the country of the location address. Otherwise, the country of the sold-to BP address. Tax Code The tax code for the tax country. How baan determines the default tax code: If the Destination Sales Tax is applicable, the tax rules will be consulted based on: Sold-to business partner. Location address. If no tax code is found, the tax rules will be consulted again based on: Sold-to business partner. Sold-to-address. If no tax code is found or if the Destination Sales Tax is not applicable, the tax code as specified for the related service department will be used. Note If the Obsolete check box is not selected, this field is cleared and inactive. Only tax codes listed in the Tax Codes by Country (tcmcs0536m000) session for the country you selected in the Tax Country field are allowed. Related topics Service tax rules, tax code, and tax country Registration Number Sequence(Own) The sequence number assigned to your company's tax registration number. Click the browse arrow to select a sequence number from the Registration Numbers by Financial Company (tctax9140m00l) session. Note The registration number sequence (own) is populated by SSA ERP. Related topics Selection criteria for registration number Registration Number(Own) The tax registration number corresponding to the sequence number you select in the Registration Number Sequence(Own) field. Registration Number Sequence(BP) The sequence number assigned to your business partner's tax registration number. Click the browse arrow to select a sequence number from the Registration Number by Business Partner (tctax4100m000) session. Note The registration number sequence (BP) is populated by SSA ERP. Related topics Selection criteria for registration number Registration Number(BP) The tax registration number of your business partner corresponding to the sequence number you select in the Registration Number Sequence (BP) field. Business Partner pay-by business partner Address The business partner's address code. Contact The contact person in the pay-by business partner's organization. Contract Quotation The code of the service-contract quotation. Duration The duration of the service-contract quotation. Note If terms are linked to the service-contract quotation, this field can no longer be changed. Duration The time units in which the duration is measured. Note If terms are linked to the service-contract quotation, you cannot change this field. Effective Date of Current Contract The effective date of the derived service contract. Expiry Date The expiry date of the derived service contract. Pricing Method pricing method Percentage of Sales Value If the pricing method used is Sales Value of Configuration, a percentage value is required. Note This percentage value must be greater than zero. Overtime If this check box is selected, you can use overtime in the service contract's implementation. Service Contract The number of the contract derived from this quotation. Contract Quotation The code of the service-contract quotation. Contract Renewal If this check box is selected, you can renew an active or an expired contract. Contract renewal enables you to update the expiry date of a service contract by a certain period of time. The contract coverage terms remain intact. Note Contract renewal is only possible if this check box is selected when the contract is first created (after the contract quotation is processed to a service contract). Renewal Period The period unit of the renewal period. Note The renewal period is applicable and mandatory only if the Contract Renewal check box is selected. Price Indexation If this check box is selected, indexation applies to the service contract. Related topics Service contract changes Indexation Start Date The effective date for the indexation. Indexation Interval The period after which indexation is carried out. Example If the service-contract duration is two (2) years and the indexation period is six (6) months, indexation is carried out four times. Indexation Interval The period unit of the indexation period. Indexation Percentage The percentage to be used for the indexation. Incidental changes If this check box is selected, incidental changes apply to the service contract. Related topics Service contract changes Calculated The currency, which is specified in the service-contract quotation. Penalty If incidental changes are applied to an active service contract, you can enter here a penalty amount that the sold-to business partner must pay. Recognize Revenue per Configuration If this check box is selected, revenue cognition is done per configuration of the contract. This will give additional information as to how much each of the configurations under the contract is contributing to the total revenue. If this check box is cleared, revenue recognition is done for the contract as a whole. Revenue Recognition Based on Revenue Recognition method Configuration Lines Starts the Contract Quotation Configuration Lines (tsctm1110m200) session. Coverage Terms Starts the Contract Quotation Coverage Terms (tsctm1120m200) session. Approval Use this command to change the status of the service contract quotation to Free, Accepted (for Contract), or Canceled. Note This command is enabled when the status of the service contract quotation is Printed. Correction Use this command to set the status of the service contract quotation to Free, Accepted (for Contract), or Canceled. Note This command is enabled when the status of the service contract quotation is Accepted (for Contract), or Canceled. Process Quotation To... Starts the Process Quotation to Contract (tsctm2200m000) session. Move Service Contract Quotations to History Starts the Move Service Contract Quotations to History (tsctm2280m000) session. |