Overview

Within this process, you need to identify follow-up activities required by a signed contract.

Under the contract, you might need to perform the following activities:

• Set up customer-specific print forms.
• Establish customer-specific compliance procedures.
• Set up master data and system settings in warehouse and logistics management systems.
• Update internal instructions.

As a result of the process, the contract-related follow-up activities will be identified and completed.

Perform contract follow-up activities flowchart

Paths

How to check transaction types and identify follow-up activities

1. Go to Sales and then click Special terms of sales under Sales master data.

2. Select a line and double-click it to open the document.

3. Review the information on the form.

4. Review the hard copy of the contract and the specification.

5. Review the internal instructions and policies.

6. Identify follow-up activities.

How to initiate follow-up activities

1. Open the required Special terms of sales document.

2. Generate a Duty based on the document.

3. In the Duty field, specify a working name.

4. Assign the task to a responsible user within the database.

5. Set the Priority and specify a Due date.

6. In the Subject field, describe actions to take.

7. Click Start and close.

Paths

How to complete follow-up activities

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

2. Open a Task related to the process step.

3. In the Results field of the Task document, describe the task deliverables or the current progress.

4. Enter the completion date.

5. Click Completed.