Overview

Within this process, contract terms of sales are prepared to approve and sign them later.

The history of all interactions with the customer and all pre-sale steps related to the customer request must be reviewed.

As a result of the process, the terms of sales will be maintained.

Maintain special terms of sales flowchart

Paths

How to find and review tasks for contracting

1. Go to Quick menu and then click My Tasks under Mail, tasks.

2. Find a Task related to the process step and open it.

In the Task document:

1. In the Due date and Importance fields, review the time requirements.

2. In the Instructions field, review the task details and make sure you understand them.

3. Specify a Start date and time.

4. In the Subject field, click the hyperlink to drill down to the reference document.

Paths

How to create special terms of sales

1. Go to Sales and then click Customers under Sales master data.

2. Select and double-click a Customer.

3. At the top of the form, click More actions and go to the Terms of sales panel.

4. Click Create.

How to fill the header of special terms of sales

1. In the Special terms of sales document, go to the Main tab.

2. Set the Not approved status.

3. In the Description field, enter the working name.

4. In the Transaction field, select Sales.

5. Select a Counterparty.

6. If necessary, select Reference terms of sales and an Inventory segment.

How to define special financial terms

1. In the Special terms of sales document, go to the Sales terms and conditions tab.

2. Select the Specify a contract, AR/AP accounting is determined in the contract check box.

3. Select Payment terms and specify the Minimum order amount.

How to define special logistic terms

1. In the Special terms of sales document, go to the Sales terms and conditions tab.

2. Specify a Warehouse.

3. In the Delivery and Order frequency fields, specify the lead time agreed with the customer.

4. Under Create goods issue, select the by orders and invoices check box.

5. Go to the Other conditions tab.

6. Select the Return reusable packagings in check box, specify a period in days.

7. Under Calculate packaging return date by, select a day type: calendar days or workdays of the business calendar.

8. If necessary, select the Packaging deposit is required check box.

How to define special prices

1. In the Special terms of sales document, go to the Sales terms and conditions tab.

2. Select a Price currency.

3. Select the General price type check box and an applicable price type.

4. Click the Price list hyperlink.

5. In the Price list report, review the applicable prices.

6. Go to the Prices by price groups tab.

7. Add a new line, select a Price group, and match the applicable Price type.

8. If necessary, specify a Delivery period (days).

9. Repeat the steps for other price groups.

10. Go to the Prices by goods tab.

11. Add a new line, select an Item, and assign an applicable Price type or a custom Price.

12. If necessary, specify a Delivery period (days).

13. Repeat the steps for other items.

14. Go to the Discounts (markups) applicable for selected terms tab.

15. Show All lines.

15. Expand a tree and review all the discounts and markups, their Status, and the Application interval.

16. Check if you need to activate/deactivate some discounts.

17. Select a line and click Set status → Valid or Not valid. Specify a Period and enter a Comment.

18. Save the document.

How to specify contracting volumes (a simple approach)

1. In the Special terms of sales document, go to the Other conditions tab.

2. Select the Terms of sales are regular check box.

3. Enter the Amount for the period, specify the Number of periods, and select a Period type.

How to specify contracting volumes (an advanced approach)

For an advanced approach to specifying contracting volumes, see how to Create forecasts for special terms of sales.