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

1. 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.
2. Click the Deal per Sales Group tab, then select New.
3. In the Sales Group field, use the List of Values to select a suitable value.
4. 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.
5. Right-click, then click Notes to enter notes for the sales group information, if applicable. The Notes check box will then be selected.
6. 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.