Sales Contract

Introduction



Introduction

Overview :

Sales Contract Window is used to maintain the Contract based sales orders for the Particular organization.

Business Case :

In a organization the Sales Contract is used to maintain the contract based orders .It will used to generate the orders in the schedule or the period based on the requirement for the particular Customer based orders.Tab



Sales Contract



Critical Fields :

Order Source : This Field is used to select the source from the master window

Priority : Used to select the priority of the contract

Document Date : Used to mention the Contract Document Creation Date

Billing : Used to select the billing type which includes Prepaid Generates Order, Post paid Generate Order, Pre Paid Generate Invoice, Post Paid Generate Invoice.

Grouping : Used to select the sales order grouping It contains a) All Lines In One Document , b) Group Lines By date In Document, c) One Line Per Document.

Business Partner : Used to select the customer name from the master

Partner Location : Used to select the Location details

User/Contact : Used to select the Username from the master

Warehouse : This is used to select the warehouse name from the master window

Delivery Via : Used to select the Delivery mode like Delivery, Pickup, Shipper

Delivery Rule : Used to select the Delivery rule from the list , It Contains Manual, Force, Complete Order, Complete Line, Availability, After Payment

Payment Rule : Used to select the payment rule type like Cash, check, Credit Card, Direct Debit, IMPS, Mixed POS Payment, NEFT, On Credit, RTGS

Price Includes Tax : Used to mention the amount includes tax or not

Current Finish Date : System will take current finish date from sales contract lines tab based on extend contract.

Extend contract : It is used to extend sales contract date.

Critical & onetime setup fields :

Organization : This Field is used to select the organization

Target Document Type : This Field is used to select the type of the document that you are going to process

Contract Type : Used to select the contract type from the list like Perpetual - used to generate year wise, Fixed Date - used to generate mentioned date wise.

Date Start : Used to mention the contract start date

Price List : Used to mention the price list for the contract

Currency : Used to mention the currency type for the contract.

Non-Critical Fields :

Description : Used to mention the extra data about this document

Order Reference : Used to mention the reference data about the contract

Terminate contract : It is used to terminate the contract.

Zoom condition’s :

Document Actions



Validation

Save :

1.System will check the all mandatory fields

Delete :

1.System will delete the Document and its history details

Document action prepare :

1.System will check the period details and master data's checking

Document action complete :

1.Once document action is complete ,all fields are update in read only

Document action void/reverse correct actual :

1.Void- system will reverse all the transaction data's and change the document status to Void

Document action close :

1.system will check whether all the activity for the document is completed and change the Document status to close.Process



Sales Contract Process

1) Extend Contract :

This Process is used to extend the existing contract for the particular Business partner.

2) Terminate Contract :

This Process is used to Terminate the existing contract for the particular Business partner.

3) Copy Lines :

This Process is used to Copy the existing order for the particular Business partner and create the new contract.

Videos



Form and process



Extend contract



Parameters :

1) Current finish date : It is used to mention finish date which is already available in sales contract document.2) Sales Transaction : By selecting this check box it is used for sales transaction.3) Autocomplete : It is used to complete sales contract document for extending contract.

Process Use :

By using this process we can able to extend contract with date in sales contract.