Call-Off (Release) Situation of Contracts 

Use

You use this worklist to get information about the release situation of contract items.

Integration

This query is called in the Worklist for Sales Documents iView. For additional technical information, see List of Personal Worklists.

Features

Contract Types

The worklist contains the following contract types:

●      Quantity contracts

The agreed target quantity, the quantity that has already been released, and the open quantity are determined for each item in quantity contracts.

●      Value contracts

For value contracts, the target value, the released net value, and the open value are displayed. Both contract types are displayed in a list. 

Content of list

Limit the scope of the list by entering at least one search criterion, such as customer or sales organization.

You can use the criteria personalization to determine the search criteria for the quick search.

For more information, see Personal Worklist.

Activities

You can process the determined contracts as follows:

●      You display a contract. Choose one of the following options:

○       Click on the relevant link under the document number.

○       Select the line and choose Display.

The contract is displayed in a new window.

●      If you want to change a contract, select the line and choose Change.

The contract is displayed in a new window and you can change data. Save the contract and close the window.

●      If you want to create an order for a contract, select a line and choose Create with Reference.

A new window opens in which the transaction for creating orders is started.

The system transfers all the relevant contract data to the new document for reference (such as customer, sales area, and item data). When you save the order, it is created with reference to the contract.

●      Displaying the customer fact sheet

If you want to display the customer data for a document, select a line and choose Customer Fact Sheet.

To update the list, click on Refresh in the worklist.