Overview
After approval, you need to activate contracts with customers and special terms of sales.
As a result of the process, the customer contract and special terms will be activated.
Activate contracts with customers flowchart
Paths
| Path | Sales → Sales master data → Special terms of sales |
|---|---|
| In-app link EN code |
e1cib/list/Cataloge1cib/list/Catalog.TermsOfSale
|
| In-app link RU code |
e1cib/list/Справочник.СоглашенияСКлиентами
|
How to sign contracts and terms of sales with customers
1. Print out the contract and the terms of sales.
Note
You can develop company-specific contract print forms during ERP implementation.
2. Send the contract and the terms of sales to the customer and receive their confirmation/feedback using the Business Interactions functionality.
3. Go to the Terms of sales or Contract document.
4. Update the information based on the customer's feedback and attach a signed copy of the contract.
How to activate contracts and terms of sales
1. Sign the contract and the terms of sales with the customer.
2. Go to the Terms of sales document.
3. Fill the Number and Dated fields in accordance with the hard copy.
4. Set the Valid status.
Note
The system automatically sets the Valid status after the approval process is completed.
5. Specify a validity period.
6. Attach the signed copy.
7. Go to the Contract document.
8. Fill the Number and Dated fields in accordance with the hard copy.
9. Set the Valid status.
10. Specify a validity period.
11. Attach the signed copy.