Copy Customer Agreement
Explanation
This activity is used to copy an existing customer agreement to another
customer.
Prerequisites
This activity has the following prerequisites.
- A customer order header should be saved.
- If the copied to agreement should be in a different currency from the
copied agreement, specify it in Currency
Rates window.
System Effects
This activity has the following system effects.
- The existing customer agreement will be copied to the new
agreement and displayed in the
Customer Agreement Window.
- The values in Deal Per Part, Valid for Sites and
either Deal per Sales Group or Deal per Assortment
tabs, will also be copied to the newly created agreement.
Window
Customer
Agreement
Related Window Descriptions
Customer Agreement
Procedure
- Open the
Customer Agreement window and query for the required customer
agreement.
- Right-click on the header and then click Copy Agreement and
the
Copy
Customer Agreement dialog box will open.
- In the Copy From group box, the agreement ID you selected will be
the default agreement ID but if required it can be changed using the List of
Values.
- Specify the required valid-from date. If you have a date entered, you
can copy the latest lines with valid-from date equal to or less than the
specified date. If the date falls within an existing time frame with
valid-from and valid-to date for a line, then that line will be copied.
However if you do not enter any value in the Valid
From field, all available lines will be copied.
- If lines with both valid-from and valid-to dates should qualify then the
Include lines with both Valid From and Valid To dates check
box should be selected.
- In the Copied To group box enter the required agreement ID, an
appropriate description and a valid-from date. If you have a date entered, the lines you copy will get
the specified valid-from date.
If you do not specify the valid-from date, then the lines you copy will get the same valid-from date as the source line that you copy from.
- The specified currency, by default, will be from the copying-from customer
agreement. However it can be changed using the List of Values.
- Specify the customer number the agreement should be valid for.
- Select company from the List of Values. However, if the customer
agreement being copied already has valid sites defined and the copying is
done to the same company the sites will also be copied. If the copying is
done to a different company when the valid sites have already been defined,
the agreement will be copied without the valid sites.
- If document text and notes should also be copied, you can select Copy
Document Text and Copy Notes check boxes.
- Click OK.