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Function documentationDetermination of Sales Agreements

 

This function allows you to define whether determination of sales agreements is triggered automatically when you create a sales transaction. In a sales agreement, you can assign a product group to a customer for a particular validity period, and define the scope of the price agreements, for example payment conditions. When a sales agreement is entered and when automatic 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 automatic determination of a sales agreement, you have chosen your required value in the transaction type. You do this in the Agreement Determination field in Customizing for Customer Relationship Management, at Start of the navigation path Customer Relationship Management Next navigation step Transactions Next navigation step Basic Settings Next navigation step Define Transaction Types End of the navigation path.

Features

Once a sales agreement has been determined for a customer and a particular product, the system automatically creates the sales agreement for the customer and product when you create the sales order. Determination is only triggered if you have chosen a corresponding value in the field Agreement Determination in Customizing, in the definition of the transaction type (see prerequisites). 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.

A dialog box appears on the user interface, in which you can select the determined sales agreement.

If this function is not activated in Customizing, you can also manually enter a sales agreement at item level in the Sales Agreement ID field when you create a sales transaction. The system then also checks the products against the product list of this sales agreement.

The automatic determination of sales agreements differs in 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 of this sales agreement is used. 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.

    Note Note

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

    End of the note.

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

    Note Note

    If there is both a sales contract and a sales agreement for the same customer and the same product, the system only finds the sales contract, and the sales contract conditions are the ones that are valid.

    End of the note.