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Function documentationCreation of Business Agreements

 

You can use this function to create a business agreement when creating a new contract.

Business agreements can be maintained at document level. The system uses the business agreement you create here as a default for all contracts contained in the document. If the contract is to be paid differently, you can assign a further business agreement at contract item level during entry of contract data.

Note Note

You must always assign a business agreement to a contract.

End of the note.

Prerequisites

  • You have made the relevant settings in Customizing for Customer Relationship Management under:

    • Start of the navigation path Master Data Next navigation step Business Partner Next navigation step Business Agreement Next navigation step Creation of Business Agreement End of the navigation path

    • Start of the navigation path Basic Functions Next navigation step Payment Cards Next navigation step Settings for Authorization Next navigation step Define Checking Group End of the navigation path

  • You have made the relevant settings in Customizing for Electronic Toll Collection underStart of the navigation path Settings for User Interface Next navigation step Paycard Check End of the navigation path

Activities

  1. On the New Contracts screen, you can assign existing business agreements or create new ones. The system automatically assigns business agreements in the following cases:

    • The business partner only has one business agreement.

    • The business partner has a business agreement with the Use as Default checkbox selected.

    If no business agreement exists for the confirmed business partner, the system automatically directs you to the Create Business Agreement screen.

  2. You can create a new business agreement by choosing the Create Business Agreement pushbutton.

    You can assign existing payment data using the drop-down list or field help, or you can create new payment data by choosing either the Create Bank Details or Create Card pushbuttons.

  3. To change existing payment data, click on the business agreement text link to access the business agreement overview.

  4. You can define a default business agreement by selecting the Use as Default checkbox. You can only select one default business agreement per business partner.