Displaying Available Blanket Agreements

To see at a glance all blanket agreements that may exist with particular business partners or for certain date ranges, you can generate a blanket agreement list report.

Procedure

From the SAP Business One Main Menu, choose Business Partners Business Partner Reports Blanket Agreements List . Alternatively, open it from the Reports module.
In the Blanket Agreements List – Selection Criteria window, specify the selection criteria for the report, for example:
- Blanket agreement number
- Business partner code
- Start date
- End date
- Termination date
- Agreement type
- Agreement status
- Fulfillment status
Choose OK.

Result

The blanket agreements list shows the following information:

Agreement No.
Sequential number of the agreement, which is assigned automatically by SAP Business One.

BP Code
Code of the business partner with whom you have made the agreement.

BP Name
Name of the business partner with whom you have made the agreement.

Start Date
Date on which the agreement becomes effective.

End Date
Date until which the agreement is effective.

Termination Date
Date on which the blanket agreement ceases to be effective, if the agreement is terminated before the actual end date. When you enter a date, the agreement status changes to Terminated.

Fulfilled Status
Shows whether the terms of the agreement have been fulfilled for a particular item, that is, whether the agreed number of items or agreed monetary amount has been reached.

Agreement Type
The kind of agreement you have made with your business partner: General Used if the terms of the agreement aim at achieving a certain number of items sold or turnover with the business partner and thus obtaining a special bonus at year end. Specific Used if a special discount is to be given for each business transaction related to the agreement, or if a certain delivery plan has been agreed upon, for example, the sale or purchase of a certain quantity or value of items at regular intervals.

Owner
Name of the user who is responsible for the blanket agreement.

Item No.
Number of the item that is covered by the blanket agreement.

Item Description
Item description as maintained in the item master data.

Unit Price
Price of the item that you agreed upon with the business partner.

Planned Quantity
Total quantity of items that are supposed to be sold or bought within the realm of the blanket agreement.

Cumulative Quantity
The number of those items that are included in sales or purchasing transactions associated with the blanket agreement. This value is filled in by the system.

Open Quantity
The number of items that are not yet included in sales or purchasing transactions associated with the blanket agreement. That is, the planned quantity minus the cumulative quantity. This value is filled in by the system.

Cumulative Amount
The monetary value of those items that are included in sales or purchasing transactions associated with the blanket agreement. This value is filled in by the system.

Open Amount
The monetary value of the open quantity. That is, of the items that are not yet included in sales or purchasing transactions associated with the blanket agreement. This value is filled in by the system.

More Information

Blanket Agreements