Article

Article Body

Overview

Customer Agreements are used to give Customers a customer-specific price, price breaks, or discounts. Customer Agreements, by definition, are for a limited amount of time, having a starting effective date and an ending effective date. Customer Agreements are a greatly simplified version of Customer Contracts. Unlike Contracts, Customer Agreements can not be used for Entitlements or Recurring Services. Another major difference between Customer Agreements and Customer Contracts is their application to a Sales Order. Customer Agreements are applied by adding the Agreement number to the Header section of an existing or new Sales Order. Customer Contracts are applied by creating the Sales Order from the Contract using the button on top of the Contract Header, 'Create Sales Order'.

Application

These agreements can be established for:

Total order volume discounts
Product-specific pricing
Product-specific discount
Product-specific pricing tiers applied to a Sales Order Line
Product-specific pricing tiers applied to an entire Sales Order (sum of the lines for the Product)
Product-specific discount tiers applied to a Sales Order Line
Product-specific discount tiers applied to an entire Sales Order (sum of the lines for the Product)

Prerequisites

SO Control

Navigation: Sales Order Setup > SO Control

Customers

Navigation: Sales Order Setup > Customer Master

Products

Navigation: Sales Order Setup > Rootstock Product Master

Navigation

Sales Order Setup > Customer Agreements

Processing

Step 1

Click the New Customer Agreement button to create a new record.
Click Edit in the Action column to edit an existing record.
To view, click on the name of the record in the Name column.

Step 2 - Creating a Customer Agreement

Enter the Agreement Number, select the Customer, and select the 'First Effective Date' and the 'Last Effective Date' to define the active period for the Agreement.
The description is optional but recommended.
Making the Agreement 'Active' is required before an Agreement can be used.

Header Section

Fields

Division: This is the Division associated with this Agreement Header. This defaults to the Current Sales Division defined on the user’s Manufacturing User record.

NOTE Multi-division users can change their Current Sales Division using the Quick Menu slide-out option (classic), or by updating the Current Sales Division on the user’s Manufacturing User record.

Agreement Number: This is the Agreement Number for this Agreement Header. It must be unique within the Division.

Associate to a Customer Class: When checked, this Agreement will be used for the Customer Class defined rather than a specific Customer. Optional.

Customer: This is the Customer associated with this Agreement Header. This must be a valid and active Rootstock Customer Master.

Customer Class: Defines the Customer Class associated with this Agreement Header. Only used if the flag 'Associate to a Customer Class' is checked to define the Agreement for a Customer Class instead of a Customer.

Description: This is the detailed description of this Agreement Header. This is a free-form text field (up to 100 characters).

Responsible User: This is the Responsible User associated with this Agreement Header. This must be a valid and active Rootstock Manufacturing User and is typically the user who is the main contact with the Customer for this Agreement.

Active: When checked, indicates that this Agreement Header is active and is selectable when entering a Sales Order.

First Effective Date: This is the first date this Agreement Header is effective. The Agreement remains in effect until (and including) the Last Effective Date.

Last Effective Date: This is the last date this Agreement Header is effective. The Agreement begins on the First Effective Date and remains in effect until the end of the day on the date entered here.

NOTE An Agreement must be current (within the effective date range) to be selectable when entering a Sales Order.

Total Amount Ordered: This displays the Total Amount Ordered on Sales Order Lines for this Agreement Header. This field is automatically updated as Sales Orders are created referencing this Agreement.

Use Volume Discount: When checked, it indicates that this Agreement Header uses Volume Discount.

NOTE This flag must be checked to display/enable the Volume Discount Details tab under the Additional section in edit mode.

Additional Section

Clicking on the Additional tab link will open the Additional Tab, which has a Tab for Comments and a Tab displaying Volume Discount Details.

Comments Tab

The Comments tab can save relevant comments related to the Customer Agreement.

Clicking 'Related' displays Volume Discount Details, Agreement Product Details, and Agreement Product Group Details.

Volume Discount Details Tab

The Volume Discount Details tab displays the values established for Volume Discounts.
Click 'New' to add a new Volume Discount amount.
Once added, the Actions button is available to the far right of the line and allows the line to be edited or deleted.
Single or “tiered” volume discounts can be entered here.
When a Sales Order referencing the given Agreement has a combined total value equal to or exceeding the Order Volume tier, that discount will be applied to the entire Sales Order amount (even if other line-level discounts have been applied).

Fields

Order Volume: This is the Order Volume for this Customer Agreement, expressed in dollars.

Discount Pct: This is the Discount Percentage for this Customer Volume Discount Agreement line. When the Order Volume is met, the system will discount the order by this amount.

Click the Save button to save the Agreement Header.

Agreement Product Details Section

Agreement Product Details can be established for several methods for managing product-specific pricing and discounts.

Fields

Product: The Product to which this Agreement Line applies.

Unit Price: This is the unit price for the specified Product, regardless of quantity, that would be applied to a Sales Order Line where the Sales Order Header references this Agreement Header.

Discount Pct: This is the discount percentage for the specified Product, regardless of quantity, that would be applied to a Sales Order Line where the Sales Order Header references this Agreement Header.

Max Allowed Order Qty: This is the maximum quantity that can be ordered on a given Sales Order where the specified Unit Price and/or Discount Percent can be applied.

Total Quantity Ordered: This displays the total quantity for this Agreement Product Detail. This field is automatically updated as Sales Orders are created referencing this Agreement.

Qty Pricing: This is a “tiered” product-specific pricing applied to each Sales Order Line for the specified Product where the Sales Order Header references said Agreement.

First, select a Product Number, then check the checkbox under the ‘Qty Pricing’ column and Save the record.
Once saved, a Price/Disc Details button will appear to the far right of the row.
Click the button and then Edit (in the popup window) and enter the pricing tiers by clicking the Add button.
When done, click the Save Details button.

Vol Pricing: This is a “tiered” product-specific pricing applied to all Sales Order Lines on a given Sales Order for the specified Product where the Sales Order Header references said Agreement.

First, select a Product Number, then check the checkbox under the ‘Vol Pricing’ column and Save the record.
Once saved, a Price/Disc Details button will appear to the far right of the row.
Click the button and then Edit (in the popup window) and enter the pricing tiers by clicking the Add button.
When done, click the Save Details button.

Qty Disc: This is a “tiered” product-specific discount that would be applied to each Sales Order Line for the specified Product where the Sales Order Header references said Agreement.

First, select a Product Number, then check the checkbox under the ‘Qty Disc’ column and Save the record.
Once saved, a Price/Disc Details button will appear to the far right of the row.
Click the button and then Edit (in the popup window) and enter the discount tiers by clicking the Add button.
When done, click the Save Details button.

Vol Disc: This is a “tiered” product-specific discount applied to all Sales Order Lines on a given Sales Order for the specified Product where the Sales Order Header references said Agreement.

First, select a Product Number, then check the checkbox under the ‘Vol Disc’ column and Save the record.
Once saved, a Price/Disc Details button will appear to the far right of the row.
Click the button and then Edit (in the popup window) and enter the discount tiers by clicking the Add button.
When done, click the Save Details button.

Price by Date Button: Use this for date-effective prices.

After entering the desired rows and saving, the Quantity Detail button appears to the far right of the row.

Price By Date – Quantity Detail Button

Use this for date-effective quantity breaks.

NOTE Users cannot delete Customer Agreement Details if (1) the Product is referenced on a Sales Order Line and (2) there is no other Customer Agreement Detail with the same Product under the same agreement.

Agreement Product Group Details Section

Fields

Product Group: This is the Product Group to which this Agreement Line applies.

UnitPrice:  This is the unit price for the Product associated with the defined Product Group when using this Agreement.

Discount Pct:  This is the discount percentage to be applied to the defined price when using this Agreement.

Qty Discount Detail:  When using ‘Price/Disc Details’ (see below) and the “detail” is for “Discount”, this checkbox will be automatically checked.

Qty Pricing Detail:  When using ‘Price/Disc Details’ (see below) and the “detail” is for “Price”, this checkbox will be automatically checked.

Price/Disc Details Button

For quantity discount breaks, select 'Discount' from the 'Price or Discount' dropdown.
For quantity price breaks, select 'Price' from the 'Price or Discount' dropdown.

IMPORTANT image.png IMPORTANT Do not mix Prices and Discounts in the same "popup session".

Title	Customer Agreements

URL Name	Customer-Agreements