| # Sales Contracts (tdsls3100s000) use.session.to maintain sales contract headers. On the Specific menu, you can choose: Terminate, Activate, or De-activate to (de)activate or terminate a contract. If possible, baan (de)activates the whole contract and the lines. Line statuses can be (de)activated independently from the header. Contract Lines to start the Sales Contract Lines (tdsls3501m000) session. Delivery Scheme to start the Sales Contract Delivery Lines (tdsls3104m000) session in which you can display the delivery scheme for the sales contract. If you add a new contract, baan displays the default data associated with the specified business partner. You can change the business-partner data. Note You can link a sales schedule to an active sales contract in the Sales Schedules (tdsls3111m000) session. If you click the Show the attachments button, the Objects Links (dmcom8110m000) session starts in which you can link a document of any format to the sales contract, or view the linked document(s). Related topics Sales contracts Scheduled requirements for a sales contract Retrobilling Sold-to Business Partner sold-to business partner Note If you want to define a promotional contract, you must leave this field empty and set the Type field to Special Contract. Status Use this field to assign a status to each contract. You can assign a status to a contract by using the following buttons: Terminate Activate. De-activate A contract can have the following statuses: Free: When a contract is created, the contract status is automatically set to Free. If a contract has the Free status, you can make changes to the contract. Active: You can link a sales order/schedule/quotation to a contract with the Active status. If the status is Active and the Maintaining Contracts Always Allowed check box in the Sales Contract Parameters (tdsls0100s300) session is cleared, you cannot deactivate the contract. Terminated: After a contract is terminated, the contract can no longer be used. Note In the Sales Contract Lines (tdsls3101s000) session, you can: Maintain the status at contract line level independent of the header status. Enter new contract lines for sales contracts with the Free and Active status. Reference You can record extra information that is printed on the contract. Original Contract The number of the original contract on which the current sales contract is based. If this contract is copied from another contract, this field is automatically filled with the original contract's number. This field can also be filled manually. Effective Date effective date Note When you change the effective date, baan asks you whether the effective date on the lines must be changed as well. baan then checks if the effective dates and expiry dates of the lines fall within the header's range of effective date and expiry date. The date ranges of te lines cannot exceed the date range of the header. Expiry Date expiry date Note When you change the expiry date, baan asks you whether the expiry date on the lines must be changed as well. baan then checks if the effective dates and expiry dates of the lines fall within the header's range of effective date and expiry date. The date ranges of te lines cannot exceed the date range of the header. Internal Sales Rep The inside sales representative. Note The default is the accounting reference assigned to the sold-to business partner in the Sold-to Business Partners (tccom4110s000) session. You must first record employees in the Employees - General (tccom0101m000) session. External Sales Rep The outside sales representative. Note The default is the accounting reference assigned to the sold-to business partner in the Sold-to Business Partners (tccom4110s000) session. You must first record employees in the Employees - General (tccom0101m000) session. Contract Acknowledgement You can indicate whether a contract acknowledgment must be printed. Print Status You can see if the contract is printed or changed. Text If this check box is selected, header text exists for the contract. Code The sold-to business partner's contact. Click ... to start the Contacts (tccom4140s000) session, where you can maintain and display the contact code data. Family Name The contact's surname. Telephone Your contact's (direct) telephone number. Code The sold-to business partner's address code. Default value baan retrieves the default address from the Sold-to Business Partners (tccom4110s000) session. Click ... to start the Addresses (tccom4130s000) session, where you can maintain and display the address code data. Address address Sales Office sales office Default value When you enter a sales contract, baan retrieves the sales office from the Sold-to Business Partners (tccom4110s000) session. This value can be changed. If no Sales Office is found in the Sold-to Business Partners (tccom4110s000) session, baan searches the User Profiles (tdsls0139m000) session. If no Sales Office is found in the User Profiles (tdsls0139m000) session either, no Sales Office is defined. As a result, baan cannot retrieve a default sales office. Business Partner The ship-to business partner's code. Address address Click ... to start the Addresses (tccom4130s000) session, where you can maintain and display the address code data. Contact contact Click ... to start the Contacts (tccom4140s000) session, where you can maintain and display the contact-code data. Terms of Delivery terms of delivery Default value baan retrieves the default value from the Sold-to Business Partners (tccom4110s000) session. Note The description of the terms of delivery is printed on the contract acknowledgment. Related topics Terms of delivery Point of Title Passage point of title passage Related topics Terms of delivery Carrier carrier Business Partner invoice-to business partner Address address Click ... to start the Addresses (tccom4130s000) session, where you can maintain and display the address-code data. Contact contact Click ... to start the Contacts (tccom4140s000) session, where you can maintain and display the contact-code data. Currency The currency in which the amounts on the contract are expressed. Default value baan retrieves the default currency from the Invoice-to Business Partners (tccom4112s000) session. Order Type order type Business Partner pay-by business partner Address address Click ... to start the Addresses (tccom4130s000) session, where you can maintain and display the address-code data. Contact contact Click ... to start the Contacts (tccom4140s000) session, where you can maintain and display the contact code data. Terms of Payment terms of payment You can determine the expiry date of the payment period and discount period based on the terms of payment on a sales invoice. Note The default is the terms of payment assigned to the invoice-to business partner in the Invoice-to Business Partners (tccom4112s000) session. The description associated with the terms of payment is printed on the contract acknowledgment. If you enter a special contract number in the Sales Contracts (tdsls3100s000) session, the terms of payment are transferred to the sales order as default value. Late Payment Surcharge late payment surcharge Default value baan retrieves the default late payment surcharge from the Invoice-to Business Partners (tccom4112s000) session. Payment Method payment method Contract sales contract Type The contract type indicates whether the contract is a normal or a special contract. Contract Date contract date Terminate Terminates a sales contract. You cannot generate sales schedules for Terminated normal contracts and you cannot generate sales orders from Terminated special contracts. Activate Activates a sales contract. You cannot change headers or lines that have an Active status. De-activate De-activates a sales contract. This action changes the status from Active to Free. Delivery Scheme Starts the Sales Contract Delivery Lines (tdsls3104m000) session. |