Enter Deal Per Sales Group
Explanation
This optional activity is used to enter information on a deal per sales group
that is included in a customer agreement.
Prerequisites
This activity has the following prerequisites:
- Information on the sales groups must have been entered in the
Sales Basic
Data/Sales Groups
tab.
- Information on the discount type must have been entered in the
Sales Basic
Data/Sales Discount Types tab.
- Information in the
Customer Agreement header and
General
tab must have been entered and saved.
System Effects
As a result of this activity the information on a deal per sales group is
entered for the customer agreement.
Window
Customer Agreement
Related Window Descriptions
Customer Agreement
Procedure
- Open the
Customer Agreement window, and query for an
existing customer agreement or select New and enter the necessary
values to create a new customer agreement.
- Click the
Deal per Sales Group tab, then select New.
- In the Sales Group field, use the List of Values to select a
suitable value.
- In the Discount Type field, use the List of Values to select a
suitable value, if applicable. A value will then be displayed in the
Discount field.
- Right-click, then click Notes to enter notes for the sales group
information, if applicable. The Notes check box will then be
selected.
- Save the information.
Note 1: It is possible to specify several deal-per-sales group lines
in a customer agreement for the same sales group by giving different
combinations for minimum quantity and price unit of measure.
Note 2: It is possible to view the deal-per-part lines entered, using
two options. You can select the View All option in the
Customer
Agreement window header to view all deal-per-part lines in an agreement.
You can also select the View with Valid Date
option and specify a date. Then, only the deal-per-part lines valid for that
date will be shown.