Sales Agreement in Sales Transactions 

Use

This function allows you to define whether determination of sales agreements is triggered automatically. A sales agreement assigns a product group to a customer for a particular validity period, and defines the scope of the price agreements, for example payment conditions. When a sales agreement is entered and when determination of sales agreements in the sales order takes place, the system checks whether a business partner is authorized to order a particular product within the defined price agreements.

Prerequisites

For determination of a sales agreement, you have chosen your required value in the transaction type in the Agreement Determination field in the SAP Implementation Guide (IMG) under Customer Relationship Management ® Transactions ® Basic Settings ® Define Transaction Type. The Agreement Determination field is only shown when you have chosen the mode used for contract determination, that is to say agreement determination can only be carried out in connection with contract determination.

Features

You can enter a sales agreement when creating a sales transaction. For example, you can enter a sales agreement manually in the sales order in the field Sales Agreement either at header level on the Header Overview tab page or at item level on the Item Overview tab page. The system then checks the products of all order items against the product list of this sales agreement If the products are contained in the product list, the price data is used in this sales agreement.

If you have not entered a sales agreement manually in the sales order, determination is triggered. Determination can only be carried out if you have chosen a corresponding value in the field Agreement Determination in Customizing for the definition of the transaction type (see section ‘Prerequisites’).

The determination differentiates between the following cases:

·        The system checks whether a standard sales agreement has been assigned. If the system finds a standard sales agreement, the price data is used in the sales agreement. The system determines a valid sales agreement depending on business partner number, customer type, and product number for all order items whose products are not contained in the product list of the standard sales agreement.

For each customer there is at most one standard sales agreement. It contains the parts that the customer usually orders. You assign the standard sales agreement to the business partner at customer or customer type level when creating customer data records in the customer master data system.

·        If the system does not find a standard sales agreement, it checks whether another valid sales agreement can be determined.

If both a sales contract and sales agreement exist, the conditions of the sales contract apply. In addition to the assignment of products to a customer, a sales contract also determines the quantity that the customer is likely to order in a certain timeframe.