In Microsoft Dynamics 365 Finance`s standard feature, there are sales and sales contracts. For more information on these types of contracts, see: In this area, you will find information on sales agreements. A sales contract is a contract that requires Debitor to purchase products in a certain quantity or for a certain amount over time in exchange for special prices and discounts. Bookings made by agreements do not take into account existing bookings, which means that it will book twice in addition to existing schedules. You can create an order directly from a purchase contract using the Share Order action. You can also choose an effective sales contract if you accept orders (see “Application of Sales Contracts in the Ordering Process” section in this article). A sales contract is a contract that requires the customer to purchase products in a certain quantity or for a certain amount over time, in exchange for special prices, special discounts and other special conditions, such as payment and delivery terms. Prices and discounts of the sales contract suspend the prices and discounts indicated in all existing trade agreements. Price conditions may vary depending on the type of commitment. In the case of a sales order related to a sales contract, the price conditions of this sales contract suspend all other price conditions based on commercial agreements. The following table describes the price-related fields that are affected by the different types of commitments. “Yes” indicates that the field can be updated in the command position.
On the Respect tab in the information register Line details on the sales agreements page display quantities and settlement amounts. In some situations where orders are created indirectly, z.B. when creating credit or intercompany orders, you can check whether the system automatically searches for applicable sales agreements. [Note!] In previous versions, sales contracts were called framework contracts. Field service agreements allow organizations to automatically generate work orders and invoices with pre-defined details, frequency and date areas. Agreements are most frequently used for maintenance plans where an organization must conduct daily, weekly or monthly inspections on devices. If you want to use agreements for the maintenance of customer facilities, use contractual incidents. On the Other tab, you can enter more details, z.B.
the service territory to which the resulting work orders must be included, and the registration time that indicates the time of day of work orders, invoices and other datasets related to this agreement must be generated. This is important because some organizations do not want to enter into employment contracts in the middle of the work day. If no value is set, the value in the service settings is set by default. When you compensate the invoices with payments that are part of different agreements, border management is carried out in accordance with the agreement to which the payment is allocated. The quality of the contract is used to track after-sales service agreements. You can create contracts for existing debtors that specify the type of service and conditions applicable to each debtor. New contracts are created on the basis of the contract model.