Send Customer Agreement

Explanation

Use this activity to send a customer agreement to the customer via either EDI or MHS.

Prerequisites

• The agreement must be in Active status.
• There must be information entered in Customer Agreement/Deal per Part.
• The customer receiving the agreement must be defined to accept PRICAT messages using either EDI or MHS.

System Effects

When this activity is performed, an EDI/MHS message (containing the customer agreement) of PRICAT type is sent to the customer. The Agreement Sent check box on the header in Customer Agreement, and in the Agreement Sent column in Customer Agreements, is marked when the agreement has been sent.

Window

Customer Agreement
Customer Agreements

Related Window Descriptions

Customer Agreement
Customer Agreement/General
Customer Agreements
Send Customer Agreement

Procedure

1. Query or populate for the customer agreement that is to be sent. If you are performing this in Customer Agreements, mark the line for the customer agreement.
2. Choose Send Customer Agreement... in the Operations menu. The Send Customer Agreement dialog box will open.
3. Select EDI or MHS in the Media Code field, depending on which method is going to be used.
4. Click OK.