| # Sales Contract - Lines (tdsls3600m000) Use this session to view, enter, and maintain a specific sales contract and linked sales contract lines. This session supports easy contract entry. You can enter a sales contract header and sales contract lines on one screen. This session enables you to quickly enter the most important information for a sales contract and to handle the contract. You can start this session from the Sales Contracts (tdsls3500m000) overview session, by double-clicking a record, or by entering a new sales contract. You can also start this session stand-alone. To view the details of the sales contract header, click Contract Details on the File menu of the current session. As a result, the Sales Contracts (tdsls3500m000) details session starts. To display fields from the Sales Contracts (tdsls3500m000) details session in the current session, click Customize Form on the View menu. As a result, you can indicate which fields you want to hide and unhide. To view the details of a sales contract line, select and double-click a sales contract line. As a result, the Sales Contract Lines (tdsls3501m000) session starts. Sales contract lines The lines on the tabs refer to the following sessions: Contract Lines The lines on the Contract Lines tab refer to the Sales Contract Lines (tdsls3501m000) session. On this tab, you can view, enter, and maintain the lines of the sales contract. Double-click the line for more detailed information. Price Revisions The lines on the Price Revisions tab refer to the Sales Contract Price Revisions (tdsls3103m000) session. On this tab, you can view, enter, and maintain sales contract price revisions. Double-click the line for more detailed information. Contract Line Logistic Data The lines on the Contract Line Logistic Data tab refer to the Sales Contract Line Logistic Data (tdsls3102m000) session. On this tab, you can view, enter, and maintain logistic agreements for a contract line. Double-click the line for more detailed information. Terms and Conditions The lines on the Terms and Conditions tab refer to the Terms and Conditions Lines (tctrm1120m000) session. On this tab, you can view, enter, and maintain the terms and conditions lines of the terms and conditions agreement that is linked to the sales contract. Double-click the line for more detailed information. Note If you add a new contract, LN displays the default data associated with the specified business partner. You can change the business partner data. 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 - overview Scheduled requirements for a sales contract Overview of terms and conditions Retrobilling Sold-to BP Usually a customer's purchase department, the business partner who orders goods or services from your organization, that owns the configurations you maintain, or for whom you perform a project. The agreement with the sold-to business partner can include the following: Default price and discount agreements Sales order defaults Delivery terms The related ship-to and invoice-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. Address The sold-to business partner's address code. Default value LN retrieves the default address from the Sold-to Business Partners (tccom4110s000) session. Click ... to start the Addresses (tccom4130s000) session, in which you can view and maintain the address code data. ZIP Code/Postal Code The sold-to business partner's ZIP code. Contact The sold-to business partner's contact. Click ... to start the Contact (tccom1640m000) session, in which you can view and maintain the contact code data. Internal Sales Rep The internal sales representative. Note The default is the Internal Sales Representative from the Sold-to Business Partners (tccom4110s000) session. You must first record employees in the Employees - General (tccom0101m000) session. Customer Order The number the sold-to business partner assigned to the order. In the automotive industry, it can represent the sold-to business partner's purchase contract number. Note If the Use Customer Order for Schedules check box is selected in the Sales Contract Parameters (tdsls0100s300) session, this customer order number is compared with the incoming sales release's customer order number. Related topics Sales contracts - overview Order Type A group of orders that are processed according to the same procedure (series of order steps = sessions). In addition, these orders share a number of other characteristics (return order y/n, collect order y/n, subcontracting order y/n, and so on). Contract Sales contracts are used to register agreements about the delivery of goods with a sold-to business partner . A contract is comprised of the following: A sales contract header with general business partner data, and optionally, a linked terms and conditions agreement. One or more sales contract lines with price/discount agreements and quantity information that apply to an item or price group. Contract The description of the sales contract. Sales Office A department that is identified in the company business model to manage the business partner's sales relations. The sales office is used to identify the locations that are responsible for the organization's sales activities. Default value When you enter a sales contract, LN 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, LN 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, LN cannot retrieve a default sales office. Type The contract type indicates whether the contract is a normal or a special contract. Terms and Conditions ID The terms and conditions agreement that is linked to the sales contract. Note You can click Generate Terms and Conditions from Template on the appropriate menu to generate a new terms and conditions agreement from a terms and conditions template in the Generate Terms and Conditions from Template (tctrm2200m000) session. The newly generated terms and conditions agreement is automatically entered in this field. Related topics Overview of terms and conditions Text If this check box is selected, header text exists for the contract. Status The status of the sales contract. 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 is cleared in the Sales Contract Parameters (tdsls0100s300) session, you cannot de-activate the contract. Terminated After a contract is terminated, the contract can no longer be used. You can assign a status to each contract with the following commands: Activate De-activate Terminate Note In the Sales Contract Lines (tdsls3501m000) 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. Currency The currency in which the amounts on the contract are expressed. Default value LN retrieves the default currency from the Invoice-to Business Partners (tccom4112s000) session. Reference A The first extra reference by which the order or request for quotation can be identified. This reference is printed on various order documents and lists. Reference B The second extra reference field that you can fill with extra information. This reference is printed on the order documents and lists. Contract Date The date on which the contract is entered in the system. Effective Date The first day on which a record or a setting is valid. The effective date often includes the effective time. Note When you change the effective date, LN asks you whether the effective date on the lines must be changed as well. LN 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 The last day on which a record is valid. If you do not specify an expiry time, the validity expires at the end of the expiry date, at 24:00 hours. Note When you change the expiry date, LN asks you whether the expiry date on the lines must be changed as well. LN 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. Terms of Delivery The agreements with the business partner, concerning the way the goods are delivered. Relevant information is printed on various order documents. Default value LN retrieves the default value from the Sold-to Business Partners (tccom4110s000) session. Note The description of the delivery terms is printed on the contract acknowledgment. Related topics Delivery terms Title Passage The point at which the legal ownership changes. At this point, the risk passes from the seller to the buyer. Related topics Delivery terms Terms of Payment Agreements about the way in which invoices are paid. The payment terms include: The period within which invoices must be paid. The discount granted if an invoice is paid within a given period The payment terms allow you to calculate: The date on which the payment is due The date on which the discount periods expire The discount amount You can determine the expiry date of the payment period and discount period based on the payment terms on a sales invoice. Note The default is the payment terms assigned to the invoice-to business partner in the Invoice-to Business Partners (tccom4112s000) session. The description associated with the payment terms is printed on the contract acknowledgment. If you enter a special contract number in the Sales Contracts (tdsls3500m000) session, the payment terms are transferred to the sales order as default value. 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. External Sales Rep The external 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 This field shows the printing status of the contract acknowledgement. You can print contract acknowledgements in the Print Sales Contract Acknowledgements (tdsls3405m000) session. Note If the Reprint Contract Acknowl. after Modification check box is selected in the Sales Contract Parameters (tdsls0100s300) session and the contract is modified after the final contract acknowledgement is printed, the print status is automatically set to Changed. As a result, you can reprint the contract acknowledgement. If the Reprint Contract Acknowl. after Modification check box is cleared in the Sales Contract Parameters (tdsls0100s300) session and a change is made to the contract after the final contract acknowledgement is printed, the print status remains Original Printed. Allowed values Contract Status Full Name The contact's full name. Phone Your contact's (direct) telephone number. Address A full set of addressing details, which include the postal address, access numbers for telephone, fax, and telex, e-mail and Internet address, identification for taxation purposes, and routing information. Business Partner The business partner to which you ship the ordered goods. This usually represents a customer's distribution center or warehouse. The definition includes the default warehouse from which you send the goods, the carrier who carries out the transport, and the related sold-to business partner. Address A full set of addressing details, which include the postal address, access numbers for telephone, fax, and telex, e-mail and Internet address, identification for taxation purposes, and routing information. Click ... to start the Addresses (tccom4130s000) session, in which you can view and maintain address code data. Contact The person with whom you discuss business transactions. For example, you address questions, quotations, and follow-up calls, direct mail, and promotional gifts to the contact. The contact's data include the name, telephone number, e-mail address, and other details. Click ... to start the Contact (tccom1640m000) session, in which you can view and maintain contact code data. Carrier An organization that provides transport services. You can link a default carrier to both ship-to and ship-from business partners. In addition, you can print sales and purchase orders on a packing list, sorted by carrier. For ordering and invoicing, you must define a carrier as a business partner. Business Partner The business partner to which you send invoices. This usually represents a customer's accounts payable department. The definition includes the default currency and exchange rate, invoicing method and frequency, information about the customer's credit limit, the terms and method of payment, and the related pay-by business partner. Address A full set of addressing details, which include the postal address, access numbers for telephone, fax, and telex, e-mail and Internet address, identification for taxation purposes, and routing information. Click ... to start the Addresses (tccom4130s000) session, in which you can view and maintain address code data. Contact The person with whom you discuss business transactions. For example, you address questions, quotations, and follow-up calls, direct mail, and promotional gifts to the contact. The contact's data include the name, telephone number, e-mail address, and other details. Click ... to start the Contact (tccom1640m000) session, in which you can view and maintain contact code data. Tax Classification An attribute of order headers and order lines that you can use to define tax exceptions for the transaction. LN retrieves the default tax classification from the invoice-from and invoice-to business partners. For example, you can use the tax classification to indicate: That payments to an invoice-from business partner are subject to withholding tax and social contributions To group business partners that have the same tax aspects for your company, for example, subcontractors, or agents That the tax must be paid in a country other than the sales office or service office's home country Default value This field is defaulted from the Business Partner Tax Classification field of the Invoice-to Business Partners (tccom4112s000) session. Related topics To model tax exceptions Business Partner The business partner from which you receive payments. This usually represents a customer's accounts payable department. The definition includes the default currency and exchange rate, the customer's bank relation, the type of reminders you send to the business partner, and the frequency of sending reminders. Address A full set of addressing details, which include the postal address, access numbers for telephone, fax, and telex, e-mail and Internet address, identification for taxation purposes, and routing information. Click ... to start the Addresses (tccom4130s000) session, in which you can view and maintain address code data. Contact The person with whom you discuss business transactions. For example, you address questions, quotations, and follow-up calls, direct mail, and promotional gifts to the contact. The contact's data include the name, telephone number, e-mail address, and other details. Click ... to start the Contact (tccom1640m000) session, in which you can view and maintain contact code data. Late Payment Surcharge The percentage that is charged over the goods amount or over rendered services that the recipient of the invoice must pay if the invoice is not paid within a specified period. Default value LN retrieves the default late payment surcharge from the Invoice-to Business Partners (tccom4112s000) session. Payment Method The way in which the payment (purchase invoice) or the direct debit (sales invoice) takes place. The payment method defines details such as, the maximum amount, the type of due date, if foreign currencies are allowed, and which details must be printed on the report. These details are default values that you can change on the order or invoice as necessary. Details Starts the Sales Contracts (tdsls3500m000) details session. Contract History Starts the Sales Contract History (tdsls3530m000) session in which you can review changes made to the contract. Contract Turnover History Starts the Sales Contract Turnover History (tdsls3535m000) session in which you can display turnover history by sales contract. Delivery Scheme Starts the Sales Contract Delivery Lines (tdsls3104m000) session in which you can display the delivery scheme for the sales contract. Evaluate... Starts the Evaluate Sales Contracts (tdsls3420m000) session in which you can generate an evaluation report based on user-defined ranges. Sales Contract - Lines - Synchronization... Starts the Sales Order - Lines - Synchronization (tdsls0280m000) session. Terminate and/or Delete... Starts the Terminate and/or Delete Sales Contracts (tdsls3203m000) session in which you can terminate or delete a selected range of contracts. 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 with an Active status. If possible, LN activates the whole contract and the lines. Line statuses can be activated independently from the header. De-activate De-activates a sales contract. This action changes the status from Active to Free. If possible, LN deactivates the whole contract and the lines. Line statuses can be deactivated independently from the header. Tax Numbers by Business Partner Starts the Tax Numbers by Business Partner (tctax4100m000) session. Generate Sales Orders from Delivery Schemes... Starts the Generate Sales Orders from Delivery Schemes (tdsls3204m000) session. Generate Terms and Conditions from Template Starts the Generate Terms and Conditions from Template (tctrm2200m000) session. Terms and Conditions Lines Starts the Terms and Conditions Lines (tctrm1120m000) session. Pegging Starts the Browse Order Pegging (cprrp0740m000) session. Group by Sales Office Starts the Sales Contracts - by Sales Office (tdsls3505m000) session in which you can display sales contracts by sales office. Group by Item/Price Group Starts the Sales Contracts by Item and Price Group (tdsls3510m000) session in which you can display sales contracts by item and price group. Open Contracts Only displays sales contracts with the Free, or Active status. All Contracts Displays all sales contracts. |