| # Copy Sales Contracts (tdsls3801m000) Use this session to copy existing sales contracts to new sales contracts. Related topics Copying sales contracts Sales contracts - overview To define contract deliveries by means of delivery schemes Contract The number of the sales contract that you want to copy. Sold-to Business Partner The sold-to business partner of the source sales contract. Note If the Sold-to Business Partner (source) field is not filled, the Sold-to Business Partner (target) field and the Contract Type field are disabled. Otherwise, these fields are enabled. If the Sold-to Business Partner (source) field is blank (in case of a promotional contract being copied), the contract type to copy must be a special contract. If the Sold-to Business Partner (source) field is empty and the Sold-to Business Partner (target) field is filled, or the Sold-to Business Partner (source) field is filled and the Sold-to Business Partner (target) field is empty, ERP Enterprise displays an error message. This messages says that you cannot copy a promotional contract to a non-promotional contract and vice versa. Contract Series The series number with which the new contract number must start. Default value ERP Enterprise retrieves the default contract series from the Sales Contract Parameters (tdsls0100s300) session. Related topics To use number groups and series Sold-to Business Partner The sold-to business partner of the target sales contract. Copy Ship-to BP from line(s) If this check box is selected, and the Ship-to Business Partner field is empty for the target contract, it is copied from the source contract. Ship-to Business Partner The ship-to business partner of the target sales contract. Invoice-to Business Partner The invoice-to business partner of the target sales contract. Pay-by Business Partner The pay-by business partner of the target sales contract. Contract Type The type of the new contract, which can be normal contract or special contract. Note You can always copy a normal contract to a normal contract or a special contract to a special contract. You can copy a normal contract to a special contract and vice versa, depending on the following check boxes in the Sales Contract Parameters (tdsls0100s300) session: Copy Special Contract to Normal Contract Copy Normal Contract to Special Contract Contract Date The contract date of the new contract. Effective Date The effective date of the new contract. Expiry Date The expiry date of the new contract. Copy Terms and Conditions If this check box is selected, the terms and conditions agreement that is linked to the source sales contract is copied to the target sales contract, but with a new number. Template for Terms and Conditions The terms and conditions template based on which a terms and conditions agreement is generated that is linked to the target sales contract. Terms and Conditions Series The series for the terms and conditions agreement that is linked to the target sales contract. Note You must define this field if the Copy Terms and Conditions check box is selected or the Template for Terms and Conditions field is filled. Copy Prices If this check box is selected, the prices of the source contract are copied to the target contract. If the Price Revisions in Use check box is selected on the source contract line, the following price information is copied to the new contract: The sales contract price revisions that are linked to the existing contract and have effective dates that fall between the new contract's effectivity period. If no valid price revision exists, the last price revision of the existing contract is copied to the new contract and has the same effective date as the contract line's effective date. If this check box is cleared, no prices are copied from the source contract to the target contract. Note Discounts and discount schedules from the source contract are not automatically included when you copy prices to the target contract (price revision). To also copy discounts to the target contract (price revision), select the Copy Discounts check box in the current session. Create New Price Book If this check box is selected, a new price book is filled with the values of the source contract's price book. Note If the Price Revisions in Use check box is selected on the source contract line, ERP Enterprise copies the price book information from the existing contract's price revision to the new price book, with an effective date equal to the contract line's effective date. If this check box is cleared, new records are added to the existing price book. Note This option can only be selected if the Copy Prices check box is selected. Price Book The price book code that is used to copy the price book data from the source sales contract to the target sales contract. ERP Enterprise copies the price book information from the source contract to the new price book, with an effective date equal to the contract line's effective date. ERP Enterprise copies the price book information from the source contract (price revision) to the new price book, with the same effective date equal as the contract line's effective date. Note You can enter a new price book code only if the Create New Price Book check box is selected. Copy Discounts If this check box is selected, the discounts of the source sales contract are copied to the target sales contract. Create New Discount Schedule If this check box is selected, a new discount schedule is filled with the values of the source contract's discount schedule. If this check box is cleared, new records are added to the existing discount schedule. Note This check box can be selected only if the Copy Discounts check box is selected. Discount Schedule The discount schedule code that is used to copy the discount schedule data from the source sales contract to the target sales contract. ERP Enterprise copies the discount schedule information from the existing contract (price revision) to the new discount schedule, with the same effective date equal as the contract line's effective date. Note You can enter a new discount schedule only if the Create New Discount Schedule check box is selected. Copy Delivery Contract If this check box is selected, the delivery scheme from the source sales contract is copied to the target sales contract. Related topics To define contract deliveries by means of delivery schemes |