Add New Sales Parts

Explanation

This activity is used to add sales parts to an existing customer agreement. It is possible to add several sales parts simultaneously to the customer agreement that matches the specified criteria, using this activity.

Prerequisites

This activity has the following prerequisites.

• A customer agreement header must have been saved.
• The required sales parts should have base prices with the Active status entered in the Sales Part Base Prices window. 
• All sites specified as base price sites should have been entered as valid sites in the Customer Agreement/Valid per Site tab.

System Effects

• The specified parts will be added to the customer agreement under the Customer Agreement/Deal per Part tab.
• If the use of price break templates is enabled on the price list and base price is connected to a price break template, the price break template is considered when lines are added.

Window

Customer Agreement 

Related Window Descriptions

Customer Agreement
Customer Agreement/Deal per Part

Procedure

1. Open the Customer Agreement window and query for the required customer agreement.
2. Right-click on the header and click Add New Sales Parts and the Add New Sales Parts to Customer Agreement dialog box will open.
3. Specify a new valid-from date for the new sales part.
4. Optionally, specify values in the Discount Type, Discount, Percentage Offset and Offset Amount fields.
5. Specify if adding new sales parts should be done online or as a background job.
6. In the lower part of the window, use the List of Values to select the sales parts. It is also possible to use a combination of text and wild card characters to search for the required sales parts.   
7. Use the List of Values to select the base price site. It is also possible to use a combination of text and wild card characters to search for the required configurable part site. If the sales part has base price on several sites, the record that has been entered first in the Sales Part Base Prices window is used.