- Select the Work with customer contracts menu item.
- On the initial panel click Add.
- You access the Work with customer contracts panel in add mode. On this panel you establish the parties of the contract. The following information must be specified per contract.
- Customer
- Enter the customer code.
- Contract number
- Enter the contract number.
- Parent level
- This field is only displayed if the Business Partner Structure (BP-STR) function is activated in the Function control file. Set to True if this contract is for a customer structure. (See the Pricing parent and Pricing policy fields below). Keep the setting as False if the contract is for an individual customer.
- Description
- Enter a description of the contract.
- 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
- If you want the customer contract to be eligible for promotional pricing, (i.e. being allowed to be compared against prices from sales promotions), set the Promotions flag to YES. 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 the Promotions 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 displayed after clicking OK when adding a new contract. 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 used in conjunction with the Pricing parent field and is displayed after clicking OK when adding a new contract. The value in this field is defaulted from the Work with customer structure, Holding company detail panel, and identifies whether it’s the price calculated for the parent (i.e. the contract is negotiated by the parent company), or the price calculated for the customer (i.e. customers negotiate their own contract), or the best of these that is used (i.e. the contract can be negotiated with either the holding company or the customer. The best deal will be used).
Click OK to update. Exit the program.