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Object documentationBlanket Agreement: General Tab

 

Use this part of the blanket agreement to specify the general terms of the agreement.

To access this tab, choose Start of the navigation path Business Partners Next navigation step Blanket Agreement End of the navigation path.

General Tab Fields
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.
Ignore Prices Specified in Blanket Agreement

When the blanket agreement is with the type of General, the checkbox is selected and grayed out. It means that when you relate the blanket agreement to sales or purchasing documents, any special prices that may have been defined for the business partner in price lists take precedence in sales and purchasing documents over the price you specify in the blanket agreement.

When the blanket agreement is with the type of Specific, the checkbox is deselected and grayed out. It means that when you relate the blanket agreement to sales or purchasing documents, the prices specified in the blanket agreement take precedence in sales and purchasing documents over other prices you define.
Settlement Probability %

Specify a percentage value to indicate how probable it is that the business partner will pay for the goods.
Status

Select the status of the blanket agreement.

  • Approved

    You can sell or buy items and thus create sales or purchasing documents associated with the blanket agreement.

  • On Hold

    Blanket agreement is set to inactive, and you cannot sell or buy items and thus create sales or purchasing documents associated with the blanket agreement.

  • Draft

    The blanket agreement is not approved, and you cannot sell or buy items and thus create sales or purchasing documents associated with the blanket agreement.

  • Terminated

    The blanket agreement is terminated. Once you set a blanket agreement as terminated, regardless of the Termination Date you define, SAP Business One considers this blanket agreement as terminated, and you can no longer create sales or purchasing documents associated with the blanket agreement.
Owner

Name of the employee who is responsible for the blanket agreement.
Renewal

If you select this checkbox, you can set a reminder for renewing a blanket agreement before it expires.
Reminder

The number of days, weeks, or months for the alert to appear prior to the termination of the blanket agreement. You can specify a value in this field only after you select the Renewal checkbox.

More Information

Blanket Agreements