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Function documentationDetermining Sales Contracts (Contract Determination)

 

You can use this function to define whether existing sales contracts are automatically determined when creating sales orders. When you release products that belong to a sales contract, the related sales contract is found and displayed for selection.

For more information about settings, see the help for contract determination in the Customizing of the transaction type.

Prerequisites

  • In SAP CRM Customizing, you have defined how contract determination should take place in the respective transaction type (for example, standard order). You make this setting in Customizing under 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, using the column Contract Determination.

    For more information about the possible settings, see the help for the Contract Determination column in the Customizing of the transaction type.

  • You have set copying control for the transaction types, as well as for the item categories. Copying of sales contract items to the items of a sales order must be set up in Customizing under Start of the navigation path Customer Relationship Management Next navigation step Transactions Next navigation step Basic Settings Next navigation step Copying Control for Business Transactions End of the navigation path.

Features

When creating a sales order for which contract determination is activated in Customizing, the system determines sales contracts based on the following selection criteria:

  • Product

    The product in the sales contract and in the sales order must be identical.

  • Sold-to party

    The sold-to party in the sales contract and in the sales order must be identical.

  • Sales organization and distribution channel

    The sales organization and the distribution channel in the service contract and in the business transaction must be identical.

  • Status

    The status of the sales contract item must be Released.

  • Validity

    The requested delivery date in the sales order must be within the validity period of the sales contract item.

After the system has determined valid sales contracts, it automatically copies the contract data to the sales order, or you are asked to select a contract for copying from a list. The price agreements are also transferred to the sales order.

Note Note

In contrast to the determination of service contracts, automatic determination of sales contracts at header level is not possible.

End of the note.

The contract ID is displayed in the detail view of the sales order item, under General Data. You can go to the corresponding sales contract by clicking the ID.

Activities

  • You create an item in the sales order.

  • The system selects the appropriate sales contracts, according to the criteria mentioned above. It then offers all valid sales contracts for selection on the user interface.