Use the procedures below to add, approve, and update blanket agreements.
Choose
.The Blanket Agreement window opens in Find mode. Switch to Add mode.
In the general area, specify the following:
Business partner code or name
Start date of the agreement
End date of the agreement
Optional: In the Description field, enter a short description of the blanket agreement.
On the General tab, select the agreement type General and do the following:
Specify the status of the agreement.
Note
You can create sales and purchasing documents associated with a blanket agreement only if the blanket agreement has the status Approved or Terminated. If the status is Terminated, the posting date of the document must be within the date range of the agreement, that is, between the start date and the termination date.
Choose whether to use the prices you specify on the Items tab of the blanket agreement or to use the prices defined in the price list. In the latter case, leave the Ignore Prices Specified in Blanket Agreement checkbox selected.
If you want a reminder to appear before the blanket agreement expires, select the Renewal checkbox.
For more information about the individual fields on this tab, see Blanket Agreement: General Tab.
On the Items tab, specify at least one item, and the prices and quantities governed by the agreement.
For more information, see Blanket Agreement: Items Tab.
To attach the signed agreement document to the blanket agreement in SAP Business One, on the Attachments tab, choose the Browse button to navigate to and append the file.
To save the blanket agreement, choose Add.
Choose
.The Blanket Agreement window opens in Find mode. Switch to Add mode.
In the general area, specify the following:
Business partner code or name
Start date of the agreement
End date of the agreement
Optional: In the Description field, enter a short description of the blanket agreement.
On the General tab, select the agreement type Specific and do the following:
Specify the status of the agreement.
Note
You can create sales and purchasing documents associated with a blanket agreement only if the blanket agreement has the status Approved or Terminated. If the status is Terminated, the posting date of the document must be within the date range of the agreement, that is, between the start date and the termination date.
Choose whether to use the prices you specify on the Items tab of the blanket agreement or to use the prices defined in the price list. In the latter case, leave the Ignore Prices Specified in Blanket Agreement checkbox selected.
If you want a reminder to appear before the blanket agreement expires, select the Renewal checkbox.
For more information about the individual fields on this tab, see Blanket Agreement: General Tab.
On the Items tab, specify the items, prices, and quantities governed by the agreement.
For more information, see Blanket Agreement: Items Tab.
To enter detailed information, such as the intervals at which items should be released against the blanket agreement, double-click the item line.
The Blanket Agreement Details window appears.
Enter the following mandatory information:
Frequency
From and To date
Quantity
Consume Forecast
After you have made your entries in the Blanket Agreement Details window, choose Update and OK.
For more information, see Blanket Agreement Details.
To attach the signed agreement document to the blanket agreement in SAP Business One, on the Attachments tab of the Blanket Agreements window, choose the Browse button to navigate to and append the file.
To save the blanket agreement, choose Add.
To be able to buy or sell items according to a blanket agreement, the agreement must be approved.
Choose
.Open the relevant blanket agreement in Find mode.
Set the status of the blanket agreement to Approved and choose Update.
To save the changes, choose OK.
Choose
.Open the relevant blanket agreement in Find mode.
Modify the necessary fields and choose Update.
To save the changes, choose OK.
To terminate a blanket agreement before it has reached its end date, proceed as follows:
Choose
.Open the relevant blanket agreement in Find mode.
In the Termination Date field of the General area, specify the date on which the agreement ceases to be effective and choose Update.
The agreement status changes to Terminated and further sales or purchases associated with this agreement can only be made if the posting date of the sales or purchasing document lies between the start date and the termination date of the agreement.
To save the changes, choose OK.