Overview:
Trigger:
Customer requests commitment to a certain quantity of materials and/or delivery schedule over a period of time.
Business Process Description Overview
This document describes the process required to create a contract for a customer. A contract is used to determine material, their quantities, prices and payment terms that are valid for a given sold-to customer during a specified time period. The customer can then pre-schedule deliveries or place sales orders with reference to the contract.
Note: This BPP is written using the Create Quantity Contract as an example. System provides for Master, Quantity, Value and Rental contracts. Screen views and descriptions may vary between contracts.
Input - Required Fields Field Value / Comments
Contract Type Contracts are created with the contract type
“CQ.”
Sales organization Enter the sales organization responsible for the products and services being
ordered.
Distribution channel The channel through which the materials are reached to the customer.
Division The division that the products and/or service belong to.
Sold to Party The customer that is placing the order.
Valid From The date the validity period for the contract begins.
Valid To The date the validity period for the contract ends.
Material Alphanumeric key identifying the material.
End User Manual
Title: Create Contract
Module: SD
Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010
Last changed on: Last changed by: Version: 0 Page:
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Target Quantity The target quantity for an item in the Contract
Output - Results Comments
Creation of a valid contract
document Refer to Business Process Procedure “Display a Contract”, to verify this result.
Procedural Steps 1.1. Access transaction by:
Via Menus Logistics Sales/distribution Sales Contract Create
Via Transaction Code VA41
1.2. On screen “Create Contract: Initial Screen”, enter the below information:
End User Manual
Title: Create Contract
Module: SD
Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010
Last changed on: Last changed by: Version: 0 Page:
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Field
Name Description R/O
/C User Action and Values Commen ts
Contract
Type User may choose Master, Quantity, Rental contract
R For Quantity contract select NMS – Quantity Contract.
Sales
Org Sales Organization R Enter Sales Organization.
Distribut
(Note: On above table, in column “R/O/C”; “R” = Required, “O” = Optional,
“C” = Conditional)
If creating contract with reference to a quote, order, another contract or billing document, after entering in contract type and organizational data select the reference button at top of screen.)
On screen “Create Quantity Contract: Overview”, enter the below information:
End User Manual
Title: Create Contract
Module: SD
Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010
Last changed on: Last changed by: Version: 0 Page:
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Create Contract –Product
End User Manual
Title: Create Contract
Module: SD
Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010
Last changed on: Last changed by: Version: 0 Page:
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End User Manual
Title: Create Contract
Module: SD
Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010
Last changed on: Last changed by: Version: 0 Page:
12/9/2010 Utpal Mishra 171 of 252
End User Manual
Title: Create Contract
Module: SD
Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010
Last changed on: Last changed by: Version: 0 Page:
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Create Contract –Services
End User Manual
Title: Create Contract
Module: SD
Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010
Last changed on: Last changed by: Version: 0 Page:
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End User Manual
Title: Create Contract
Module: SD
Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010
Last changed on: Last changed by: Version: 0 Page:
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Field
Name Description R/O/
C User Action and Values Comments Quantity
Contract Uniquely identifies
sales document O Enter master contract number or leave blank.
Net
Value Net Value of quotation. Will appear in „gray‟ and remained unchanged.
O When user changes items within the
quotation the reflected change is made in net value.
Sold-to Customer number R Quotation is made to a particular customer and will carry through from the initial screen.
Ship-to Where items in quote
will be shipped to. R Carried over from initial selection screen.
PO
Number Customer supplied
PO number O
PO Date Customer supplied
PO date O
End User Manual
Title: Create Contract
Module: SD
Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010
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Sales
(Tab) General Sales information can be entered here. Use this area to enter start and end dates on the contract.
R Click on this tab to change information such as delivery date, incoterms and
billing/delivery blocks may be changed here.
Item Overvie w (Tab)
Individual item changes are made here. Use this area to delete/add items to the quotation.
R Click on this tab to change information particular to the items on the sales quotation.
Ordering Party (Tab)
Ordering Party information is entered here.
O Click on this tab to change information such as customer internal material number.
Procure ment (Tab)
Procurement
(materials) changes are made here.
O Click on this tab to change information relevant to
procurement such as load dates, etc.
Shipping
(Tab) Shipping details are
entered here. O Click on this tab to change shipping information such complete deliveries and delivery blocks.
Reason for Rejectio n (Tab)
If quotation is
rejected the rejection and reason is entered here.
O Click on this tab to change reason for rejection information such as delivery date, incoterms and
billing/delivery blocks may be changed here.
This
„closes‟
the quotation and
further document s are unable to be created with
reference
End User Manual
Title: Create Contract
Module: SD
Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010
Last changed on: Last changed by: Version: 0 Page:
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to this document.
Dialog Box
System will display the material descriptions and validate your entries.
Error messages will be displayed in the message line at the bottom of the screen
Save the contract. (Click on „Save‟ icon, or „Ctrl + S‟)
If data is missing, system will display dialog box indicating document is incomplete and
allow the document to be saved or will walk user thru data screen(s) required to complete
contract.
Exit Contract processing. (Click on yellowup-facing arrow icon, or Shift-F3)
End User Manual
Title: Create Contract
Module: SD
Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010
Last changed on: Last changed by: Version: 0 Page:
12/9/2010 Utpal Mishra 177 of 252