Sales Agreement

A sales agreement is a long-term contract between an organization and its customers on various products and related conditions (price, payment term, delivery terms, etc.). You can use sales agreements to offer (better) prices to a particular customer group for a specific list of products without committing them to precise purchase quantities. In inoERP, a sales agreement lists products sold to a customer with a given price for a specific duration of time. You can convert an agreement to a sales order from the agreement screen or use the convert agreement to the Sales Order screen. In the "convert agreement to the SO" screen, you can select specific lines of the agreement to be converted. However, if you convert an agreement to a sales agreement from the agreement screen, the system will copy all the lines on the agreement to the sales agreement. A sales agreement consists of

• Header
• Line

Header

To create a sales agreement, you need to enter Business Unit information, customer, customer site, and currency. A sales agreement header contains the necessary information for the items requested on the sales agreement. When converting a sales agreement to order, the system copies all the header level information to the sales order.

To view/create/update a sales agreement, navigate to the "sales agreement" search screen from your dashboard/favorite.

Enter the organization/sales agreement details or any other criteria in the search form and click on the search button to view an existing sales agreement.
Click on create a new button to create a new sales agreement; by manually entering all the information, Copy an existing sales agreement to a new sales agreement is always better than manually entering all the data to create a new sales agreement. The application lets you update all the details before confirmation; you can configure which fields are view-only after the confirmation.

If you don't enter organization/customer details, the system will show you all the sales agreements. If your organization has configured to make any field mandatory for search, then you have to enter those fields to search sales agreements.
The application will fetch all the server data and take you to the search result screen. The search result screen looks a bit different on desktop and mobile devices.

To view the search result in a table format, click on the table icon available on the bottom left corner.

To open a specific sales agreement, click on the menu of that record, and click on view/fetch & view.

You can also click on the expand icon against any item on the search result screen to view the sales agreement header details such as sales agreement number, quantities, start date, status, etc.

The system will fetch all the data related to the selected sales agreement. The sales agreement details are shown either right to the search result screen or in a separate screen, depending on the device size.

Scroll left, right, up, down to view all the details. The sales agreement line and details are shown in a separate tab. The default configuration shows fields in various functional groups such as

• Finance
• Entity
• Reference
• Data
• Control
• Etc

You can configure the application to show which fields should be shown under which group. You can also create new groups as per your business requirements.

All Fields

Name	Sequence	Label	InputType	Field Group
10	vvBuOrg	Bu Org	deferredSelect	ENTITY
10	vvBuOrgCode	Bu Org Code	deferredSelect	ENTITY
20	vvCustomerNumber	Customer Number	deferredSelect	DATA
30	vvCustomerName	Customer Name	deferredSelect	ENTITY
40	vvCustomerSiteNumber	Customer Site Number	deferredSelect	DATA
50	vvCustomerSiteName	Customer Site Name	deferredSelect	ENTITY
60	vvPaymentTerm	Payment Term	deferredSelect	FINANCE
70	vvPaymentTermDescription	Payment Term Description	InputType.textField	FINANCE
80	vvShipToAddressName	Ship To Address Name	deferredSelect	ENTITY
90	vvShipToAddress	Ship To Address	deferredSelect	ENTITY
100	vvShipToCountry	Ship To Country	deferredSelect	ENTITY
110	vvShipToPostalCode	Ship To Postal Code	deferredSelect	ENTITY
120	vvShipToEmail	Ship To Email	deferredSelect	ENTITY
130	vvShipToPhone	Ship To Phone	deferredSelect	ENTITY
140	vvBillToAddressName	Bill To Address Name	deferredSelect	PLANNING
150	vvBillToAddress	Bill To Address	deferredSelect	PLANNING
160	vvBillToCountry	Bill To Country	deferredSelect	PLANNING
170	vvBillToPostalCode	Bill To Postal Code	deferredSelect	PLANNING
180	vvBillToEmail	Bill To Email	deferredSelect	PLANNING
190	vvBillToPhone	Bill To Phone	deferredSelect	PLANNING
200	vvHeaderAmount	Header Amount	InputType.textField	FINANCE
210	vvHeaderDiscountAmount	Header Discount Amount	InputType.textField	FINANCE
220	sdAgreementHeaderId	Sd Agreement Header Id	InputType.number	REFERENCE
230	srcEntityName	Src Entity Name	deferredSelect	DEFAULT
240	srcEntityId	Src Entity Id	InputType.textField	REFERENCE
250	buOrgId	Bu Org Id	deferredSelect	REFERENCE
260	documentType	Document Type	InputType.select	CONTROL
270	agreementNumber	Agreement Number	InputType.textField	DATA
280	docNumber	Doc Number	InputType.textField	DATA
290	arCustomerId	Ar Customer Id	deferredSelect	REFERENCE
300	arCustomerSiteId	Ar Customer Site Id	deferredSelect	REFERENCE
310	hrEmployeeId	Hr Employee Id	InputType.number	REFERENCE
320	description	Description	InputType.textField	DEFAULT
330	shipToId	Ship To Id	deferredSelect	REFERENCE
340	billToId	Bill To Id	deferredSelect	PLANNING
350	priceListHeaderId	Price List Header Id	InputType.number	REFERENCE
360	prePaymentAmount	Pre Payment Amount	InputType.textField	FINANCE
370	docCurrency	Doc Currency	deferredSelect	FINANCE
380	paymentTermId	Payment Term Id	deferredSelect	REFERENCE
390	paymentTermDate	Payment Term Date	InputType.date	DATE
400	exchangeRateType	Exchange Rate Type	deferredSelect	CONTROL
410	exchangeRate	Exchange Rate	InputType.textField	FINANCE
420	orderSourceType	Order Source Type	InputType.select	CONTROL
430	orderReferenceTable	Order Reference Table	InputType.textField	REFERENCE
440	orderReferenceId	Order Reference Id	InputType.number	REFERENCE
450	docStatus	Doc Status	InputType.select	CONTROL
460	referenceType	Reference Type	InputType.textField	CONTROL
470	referenceKeyName	Reference Key Name	InputType.textField	REFERENCE
480	referenceKeyValue	Reference Key Value	InputType.number	REFERENCE
490	approvalStatus	Approval Status	InputType.select	CONTROL
540	revEnabledCb	Rev Enabled Cb	InputType.switchField	DEFAULT
550	revNumber	Rev Number	InputType.number	DATA
560	glAcProfileHeaderId	Gl Ac Profile Header Id	deferredSelect	REFERENCE
5500	createdBy	Created By	InputType.textField	REFERENCE
5510	creationDate	Creation Date	InputType.dateTime	REFERENCE
5520	lastUpdatedBy	Last Updated By	InputType.textField	REFERENCE
5530	lastUpdateDate	Last Update Date	InputType.dateTime	REFERENCE

Lines

You can add multiple lines to each sales agreement header. Each sales agreement line contains an item, UOM, product description, quantity, requesting inventory organization, line number, unit price, etc.

Navigate to the lines tab to view/add/update lines.
Click on the add new entity to add a new line. If a line already exists, click on copy entity to copy all the details. You can enable/disable fields allowed to be copied in the menu configuration.

Line Number: Line number is a mandatory field. Enter a numeric value for the line

Line Quantity: Line quantity is a mandatory field. Enter a numeric value for the line quantity. The system will copy the line quantity to the sales order when the agreement is converted to a sales order.

Agreement Quantity: The total agreement line quantity. The system tracks the usage of the agreement quantity, and all the converted/released quantities are shown in the released qty field. Released qty is a read-only field.

The entity group shows information related to requesting inventory organization. Though the details are not required to create a sales agreement, you need to enter the info to convert the sales agreement to another document where it is mandatory.

The reference groups show various ids for reference only. You don't need to enter any information in this section. When you save a sales agreement for the first time, the system will auto-populate the newly created header id and line ids.

Enter the line type in the control section. The information flows to downstream documents such as sales agreements and sales agreements.

In the finance section, enter the unit price. The system calculates the line price by multiplying the unit price with quantity. The header price is the sum of all the line prices. You don't need to enter any price at the sales agreement header.

Scroll left, right, up, and down view all other fields.

Enter all the other fields and click on the save button to save the sales agreement. The app will post all the data to the server and will show the messages returned from the server.

All Fields

Name	Sequence	Label	InputType	Field Group
10	vvOrgCode	Org Code	deferredSelect	ENTITY
10	vvItemNumber	Item Number	deferredSelect	DEFAULT
20	vvAgreementNumber	Agreement Number	InputType.textField	DATA
30	vvSoDocNumber	So Doc Number	InputType.textField	DATA
40	vvUomCode	Uom Code	deferredSelect	DEFAULT
50	vvUomDescription	Uom Description	deferredSelect	DEFAULT
60	vvItemStatus	Item Status	deferredSelect	CONTROL
70	vvShipToAddressName	Ship To Address Name	deferredSelect	ENTITY
80	vvShipToAddress	Ship To Address	deferredSelect	ENTITY
90	vvShipToCountry	Ship To Country	deferredSelect	ENTITY
100	vvShipToPostalCode	Ship To Postal Code	deferredSelect	ENTITY
110	vvShipToEmail	Ship To Email	deferredSelect	ENTITY
120	vvShipToPhone	Ship To Phone	deferredSelect	ENTITY
130	vvBillToAddressName	Bill To Address Name	deferredSelect	PLANNING
140	vvBillToAddress	Bill To Address	deferredSelect	PLANNING
150	vvBillToCountry	Bill To Country	deferredSelect	PLANNING
160	vvBillToPostalCode	Bill To Postal Code	deferredSelect	PLANNING
170	vvBillToEmail	Bill To Email	deferredSelect	PLANNING
180	vvBillToPhone	Bill To Phone	deferredSelect	PLANNING
190	vvDiscountedLinePrice	Discounted Line Price	InputType.textField	FINANCE
200	vvDiscountName	Discount Name	deferredSelect	FINANCE
210	vvDiscountPercentage	Discount Percentage	deferredSelect	FINANCE
220	vvDiscountAmount	Discount Amount	InputType.textField	FINANCE
230	sdAgreementLineId	Sd Agreement Line Id	InputType.number	REFERENCE
240	srcEntityName	Src Entity Name	deferredSelect	DEFAULT
250	srcEntityId	Src Entity Id	InputType.textField	REFERENCE
260	sdAgreementHeaderId	Sd Agreement Header Id	InputType.number	REFERENCE
270	lineNumber	Line Number	InputType.number	DATA
280	invOrgId	Inv Org Id	deferredSelect	REFERENCE
290	invItemMasterId	Inv Item Master Id	deferredSelect	REFERENCE
300	itemDescription	Item Description	deferredSelect	DEFAULT
310	lineQuantity	Line Quantity	InputType.textField	DATA
320	priceListHeaderId	Price List Header Id	InputType.number	REFERENCE
330	priceDate	Price Date	InputType.date	DATE
340	agreementQuantity	Agreement Quantity	InputType.textField	DATA
350	agreementPrice	Agreement Price	InputType.textField	FINANCE
360	unitPrice	Unit Price	InputType.textField	FINANCE
370	linePrice	Line Price	InputType.textField	FINANCE
380	taxAmount	Tax Amount	InputType.textField	FINANCE
390	taxCode	Tax Code	deferredSelect	FINANCE
400	docStatus	Doc Status	InputType.select	CONTROL
410	needByDate	Need By Date	InputType.dateTime	DATE
420	promiseDate	Promise Date	InputType.date	DATE
430	scheduleShipDate	Schedule Ship Date	InputType.date	DATE
440	referenceDocType	Reference Doc Type	InputType.textField	CONTROL
450	referenceDocNumber	Reference Doc Number	InputType.number	DATA
460	soDocumentTypeLine	So Document Type Line	deferredSelect	CONTROL
470	supplySource	Supply Source	InputType.select	DEFAULT
480	destinationType	Destination Type	InputType.select	CONTROL
490	lineDescription	Line Description	InputType.textField	DEFAULT
500	uomCode	Uom Code	deferredSelect	DEFAULT
510	approvalStatus	Approval Status	InputType.select	CONTROL
520	sysSpdHeaderId	Sys Spd Header Id	InputType.number	REFERENCE
530	discountCode	Discount Code	deferredSelect	FINANCE
540	lineDiscountAmount	Line Discount Amount	InputType.textField	FINANCE
550	shipToId	Ship To Id	deferredSelect	REFERENCE
560	billToId	Bill To Id	deferredSelect	PLANNING
570	lineType	Line Type	InputType.select	CONTROL
5580	createdBy	Created By	InputType.textField	REFERENCE
5590	creationDate	Creation Date	InputType.dateTime	REFERENCE
5600	lastUpdatedBy	Last Updated By	InputType.textField	REFERENCE
5610	lastUpdateDate	Last Update Date	InputType.dateTime	REFERENCE

Actions

Actions allow you to change the status of the sales agreement. The system creates sales agreements in draft status. When you are ready to publish the sales agreement and send it to the customer, change it to Confirmed. You can cancel a sales agreement by clicking on the Cancel button. Similarly, you can close any sales agreement by clicking on the Close button.

A confirmed sales agreement can be converted to other documents, and the corresponding buttons are available in the actions section.