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Hi,
I still have ambiguities regarding the trade and sales agreement.
Indeed, the sales agreement is a commitment on the part of the customer to:
1. order such quantity during such period. for this quantity a sale price is defined.
2. order up to such amount during such period. in relation to this amount a discount is allocated.
- For the first scenario, when creating a customer order, will the price mentioned on the order be that of the sales agreement? if in the case a trade agreement was created with the same combination article / customer present in the sales agreement, is that in this case, the system will indicate, on the customer order, the price mentioned in the sales agreement or in the trade agreement?
- For the second scenario, as a sale price was not indicated in the sales agreement, in this case, the system will look for whether there is a trade agreement for the article / customer combination mentioned in the customer order and he will put the existing price in this trade agreement? Will he attribute the discount indicated in the sales agreement to this price?
In the case at the end of the period indicated in the sales agreement, the commitment towards the quantity to order or the amount has not been respected by the customer. How the procedure? because invoices and payments were made with the prices mentioned in these sales agreement.
Thank you
Ok thank you
Hi Chourouk,
There is no OOB function to process this kind of case in the system. You can export the Sales agreement fulfillment report to view the completion degree of the sales agreements, and then process or score related customers offline.
regards,
QianQW
Thank you. What about this question
In the case at the end of the period indicated in the sales agreement, the commitment towards the quantity to order or the amount has not been respected by the customer. How the procedure? because invoices and payments were made with the prices mentioned in these sales agreement.
Thank you
+1 QianQW
Also note the creation of SO also determines which one would be used Sales/trade agreement
When creating release order, Sales agreement is trumps while manual creation would utilize trade agreement
Hi Chourouk,
In the first scenario, system will apply the price mentioned in the sales agreement. Sales agreements have priority over trade agreements.
For the second scenario, system will apply the price in trade agreement and discount in sales agreement when the two agreements do not conflict.
Regards,
QianQW
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