Contract Monitoring

Use

Contract monitoring offers you various functions for evaluating contracts in a sales area. You can access this function using the:

  • Contract number

  • Contract holder or

  • Advertiser.

Integration

This function is part of Sales and is available to you in the Contract menu as follows:

Access

Menu path

Contract menu

Start of the navigation path Logistics Next navigation step Advertising Management Next navigation step Sales Next navigation step Contract Next navigation step Contract Next navigation step Monitoring. End of the navigation path

Features

The following reports are available to you for contract monitoring:

Function

Use

General contracts (RJHABS16)

Central function of contract monitoring. You can use the Dynamic selections to adapt the selection criteria to meet your requirements and to save the settings you make as user-specific variants. You can also generate output here.

Contracts that are due to expire (RJHABS16)

This report can be used to display contracts that are about to expire. Selection can be made using the contract number, business partner hierarchy or partner role. You can also make selections using the imminent validity end. You can select the Renew contracts indicator here. You can generate output for the validity period that is about to expire.

Contracts that are to be renewed (RJHABS16)

This report can be used to display contracts that are to be renewed. The system only selects contracts in which the Renew automatically indicator has been selected. Selection can be made using the contract number, business partner hierarchy or partner role. You can also make selections using the imminent validity end. You can select the Renew contracts indicator here. You can generate output for the imminent renewal.

Additional selection criteria defined in the Dynamic selections mean that the worklist is more restricted in comparison to earlier releases. If you want to use the old procedure, you can change or delete these additional criteria or enter your own report variant in contract monitoring.

Contracts by level of fulfillment (RJHABS16)

This report can be used to display contracts by their level of fulfillment.

You want to select all contracts that are approaching a discount jump : Media customer A has a unit contract with a target quantity of 3000 CMM. The system uses the condition records to determine a threshold value of 100 CMM for a discount level of 5000 CMM. The contract is selected if the customer sells 4920 CMM.

If you are using the new contract discount determination procedure, you can no longer record threshold values meaning that contract monitoring using the approaching a discount jump selection criterion is not possible.

Unconfirmed contracts

Creation of a list of contracts that have not been signed. You can access contract editing from this screen.

Contracts for settlement

Creation of a list of contracts for which final settlement has not been performed. You can access contract editing from this screen.

Contracts for post-editing

Creation of a list of contracts to be edited. You can access contract editing from this screen.

Contracts for a business partner

You can display contract data for a business partner. You can access contract editing from this screen.

Contracts for a group

You can display contracts for all subsidiaries in a group hierarchy by specifying the group parent as the business partner and using hierarchy selection to extend the search to all group subsidiaries. You can access contract editing from this screen.

Contract settlements (RJHABS11)

Contract settlements can be displayed here. You can select contracts using the business partner hierarchy and select contract settlements by Status , discount to date, bonus to date and settlement amount paid to date .

Contract assignments (RJHABS13)

Contract assignments can be selected here. You can select by the contract or order number. Assignment data can also be selected using the Billed , Manual or Bonus entitlement criteria. Contract assignments can be edited on the display screen.

Billing datasets without a contract assignment (RJHABS12)

You can display billing datasets that have not been assigned. You can select by the sold-to party, advertiser or service performance date.

  • By choosing: Start of the navigation path Goto Next navigation step Contract assignments End of the navigation path , you access the Change Contract Assignments screen where the system displays existing contract assignments. To create new contract assignments, choose and specify the contract, order, item and billing dataset number for which the assignment is to be made.

See also: Display Contract Assignments

  • You can also perform subsequent contract determination for the selected billing datasets from the display screen. This also applies to billing datasets that have already been billed if the Include billed billing dataset indicator is selected on the selection screen. The system deals with existing manual assignments according to the information that has been entered on the selection screen.

Potential contract customers (RJHABS12)

Potential contract customers can be displayed here. You can access contract editing from this screen.

Selection

The selection screens only contain a limited number of attributes. You can restrict the number of hits more comprehensively using Dynamic selections and save these selections as a variant.

You can enter an output trigger for output generation on the selection screen. Predefined triggers in the system include: Due for renewal, imminent validity end and not fulfilled . You can define additional triggers in Customizing and use these according to your requirements in output determination. This allows you to select contracts using any criteria and generate any output for these contracts.

No selection is made for the Unconfirmed , For settlement and For post-editing contract reports. The system creates a list of contracts affected here.

Display

A list of contracts is displayed. Environment functions from contract editing are available to you here.