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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

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
NameSequenceLabelInputTypeField Group
10vvBuOrgBu OrgdeferredSelectENTITY
10vvBuOrgCodeBu Org CodedeferredSelectENTITY
20vvCustomerNumberCustomer NumberdeferredSelectDATA
30vvCustomerNameCustomer NamedeferredSelectENTITY
40vvCustomerSiteNumberCustomer Site NumberdeferredSelectDATA
50vvCustomerSiteNameCustomer Site NamedeferredSelectENTITY
60vvPaymentTermPayment TermdeferredSelectFINANCE
70vvPaymentTermDescriptionPayment Term DescriptionInputType.textFieldFINANCE
80vvShipToAddressNameShip To Address NamedeferredSelectENTITY
90vvShipToAddressShip To AddressdeferredSelectENTITY
100vvShipToCountryShip To CountrydeferredSelectENTITY
110vvShipToPostalCodeShip To Postal CodedeferredSelectENTITY
120vvShipToEmailShip To EmaildeferredSelectENTITY
130vvShipToPhoneShip To PhonedeferredSelectENTITY
140vvBillToAddressNameBill To Address NamedeferredSelectPLANNING
150vvBillToAddressBill To AddressdeferredSelectPLANNING
160vvBillToCountryBill To CountrydeferredSelectPLANNING
170vvBillToPostalCodeBill To Postal CodedeferredSelectPLANNING
180vvBillToEmailBill To EmaildeferredSelectPLANNING
190vvBillToPhoneBill To PhonedeferredSelectPLANNING
200vvHeaderAmountHeader AmountInputType.textFieldFINANCE
210vvHeaderDiscountAmountHeader Discount AmountInputType.textFieldFINANCE
220sdAgreementHeaderIdSd Agreement Header IdInputType.numberREFERENCE
230srcEntityNameSrc Entity NamedeferredSelectDEFAULT
240srcEntityIdSrc Entity IdInputType.textFieldREFERENCE
250buOrgIdBu Org IddeferredSelectREFERENCE
260documentTypeDocument TypeInputType.selectCONTROL
270agreementNumberAgreement NumberInputType.textFieldDATA
280docNumberDoc NumberInputType.textFieldDATA
290arCustomerIdAr Customer IddeferredSelectREFERENCE
300arCustomerSiteIdAr Customer Site IddeferredSelectREFERENCE
310hrEmployeeIdHr Employee IdInputType.numberREFERENCE
330shipToIdShip To IddeferredSelectREFERENCE
340billToIdBill To IddeferredSelectPLANNING
350priceListHeaderIdPrice List Header IdInputType.numberREFERENCE
360prePaymentAmountPre Payment AmountInputType.textFieldFINANCE
370docCurrencyDoc CurrencydeferredSelectFINANCE
380paymentTermIdPayment Term IddeferredSelectREFERENCE
390paymentTermDatePayment Term DateInputType.dateDATE
400exchangeRateTypeExchange Rate TypedeferredSelectCONTROL
410exchangeRateExchange RateInputType.textFieldFINANCE
420orderSourceTypeOrder Source TypeInputType.selectCONTROL
430orderReferenceTableOrder Reference TableInputType.textFieldREFERENCE
440orderReferenceIdOrder Reference IdInputType.numberREFERENCE
450docStatusDoc StatusInputType.selectCONTROL
460referenceTypeReference TypeInputType.textFieldCONTROL
470referenceKeyNameReference Key NameInputType.textFieldREFERENCE
480referenceKeyValueReference Key ValueInputType.numberREFERENCE
490approvalStatusApproval StatusInputType.selectCONTROL
540revEnabledCbRev Enabled CbInputType.switchFieldDEFAULT
550revNumberRev NumberInputType.numberDATA
560glAcProfileHeaderIdGl Ac Profile Header IddeferredSelectREFERENCE
5500createdByCreated ByInputType.textFieldREFERENCE
5510creationDateCreation DateInputType.dateTimeREFERENCE
5520lastUpdatedByLast Updated ByInputType.textFieldREFERENCE
5530lastUpdateDateLast Update DateInputType.dateTimeREFERENCE


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
NameSequenceLabelInputTypeField Group
10vvOrgCodeOrg CodedeferredSelectENTITY
10vvItemNumberItem NumberdeferredSelectDEFAULT
20vvAgreementNumberAgreement NumberInputType.textFieldDATA
30vvSoDocNumberSo Doc NumberInputType.textFieldDATA
40vvUomCodeUom CodedeferredSelectDEFAULT
50vvUomDescriptionUom DescriptiondeferredSelectDEFAULT
60vvItemStatusItem StatusdeferredSelectCONTROL
70vvShipToAddressNameShip To Address NamedeferredSelectENTITY
80vvShipToAddressShip To AddressdeferredSelectENTITY
90vvShipToCountryShip To CountrydeferredSelectENTITY
100vvShipToPostalCodeShip To Postal CodedeferredSelectENTITY
110vvShipToEmailShip To EmaildeferredSelectENTITY
120vvShipToPhoneShip To PhonedeferredSelectENTITY
130vvBillToAddressNameBill To Address NamedeferredSelectPLANNING
140vvBillToAddressBill To AddressdeferredSelectPLANNING
150vvBillToCountryBill To CountrydeferredSelectPLANNING
160vvBillToPostalCodeBill To Postal CodedeferredSelectPLANNING
170vvBillToEmailBill To EmaildeferredSelectPLANNING
180vvBillToPhoneBill To PhonedeferredSelectPLANNING
190vvDiscountedLinePriceDiscounted Line PriceInputType.textFieldFINANCE
200vvDiscountNameDiscount NamedeferredSelectFINANCE
210vvDiscountPercentageDiscount PercentagedeferredSelectFINANCE
220vvDiscountAmountDiscount AmountInputType.textFieldFINANCE
230sdAgreementLineIdSd Agreement Line IdInputType.numberREFERENCE
240srcEntityNameSrc Entity NamedeferredSelectDEFAULT
250srcEntityIdSrc Entity IdInputType.textFieldREFERENCE
260sdAgreementHeaderIdSd Agreement Header IdInputType.numberREFERENCE
270lineNumberLine NumberInputType.numberDATA
280invOrgIdInv Org IddeferredSelectREFERENCE
290invItemMasterIdInv Item Master IddeferredSelectREFERENCE
300itemDescriptionItem DescriptiondeferredSelectDEFAULT
310lineQuantityLine QuantityInputType.textFieldDATA
320priceListHeaderIdPrice List Header IdInputType.numberREFERENCE
330priceDatePrice DateInputType.dateDATE
340agreementQuantityAgreement QuantityInputType.textFieldDATA
350agreementPriceAgreement PriceInputType.textFieldFINANCE
360unitPriceUnit PriceInputType.textFieldFINANCE
370linePriceLine PriceInputType.textFieldFINANCE
380taxAmountTax AmountInputType.textFieldFINANCE
390taxCodeTax CodedeferredSelectFINANCE
400docStatusDoc StatusInputType.selectCONTROL
410needByDateNeed By DateInputType.dateTimeDATE
420promiseDatePromise DateInputType.dateDATE
430scheduleShipDateSchedule Ship DateInputType.dateDATE
440referenceDocTypeReference Doc TypeInputType.textFieldCONTROL
450referenceDocNumberReference Doc NumberInputType.numberDATA
460soDocumentTypeLineSo Document Type LinedeferredSelectCONTROL
470supplySourceSupply SourceInputType.selectDEFAULT
480destinationTypeDestination TypeInputType.selectCONTROL
490lineDescriptionLine DescriptionInputType.textFieldDEFAULT
500uomCodeUom CodedeferredSelectDEFAULT
510approvalStatusApproval StatusInputType.selectCONTROL
520sysSpdHeaderIdSys Spd Header IdInputType.numberREFERENCE
530discountCodeDiscount CodedeferredSelectFINANCE
540lineDiscountAmountLine Discount AmountInputType.textFieldFINANCE
550shipToIdShip To IddeferredSelectREFERENCE
560billToIdBill To IddeferredSelectPLANNING
570lineTypeLine TypeInputType.selectCONTROL
5580createdByCreated ByInputType.textFieldREFERENCE
5590creationDateCreation DateInputType.dateTimeREFERENCE
5600lastUpdatedByLast Updated ByInputType.textFieldREFERENCE
5610lastUpdateDateLast Update DateInputType.dateTimeREFERENCE


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.