Difference between revisions of "View Customer Agreements Screen"

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__TOC__
 
__TOC__
  
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This screen allows you to view and modify customer agreements that you have created for orders placed by a particular customer.  The page is divided into the following sections:
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This screen allows you to view and modify agreements between your company and your customers or groups of customers.  The page is divided into the following sections:
  
 
==Customer Agreement Details==
 
==Customer Agreement Details==
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*'''Status''' - This is the current status of the agreement (for example, "Rejected" or "Active").
 
*'''Status''' - This is the current status of the agreement (for example, "Rejected" or "Active").
 
*'''From Party''' - This is the party creating the agreement (typically your organization).
 
*'''From Party''' - This is the party creating the agreement (typically your organization).
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*'''To Party''' -  This is the customer the agreement pertains to.
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*'''To Party''' or '''To Classification Group''' -  This is the customer the agreement pertains to.  A customer agreement could either relate to a particular customer (party) or a group of customers (classification group) created in the Party Manager's Classifications tab.
 
*'''From/Thru Date''' - This specifies the time period the customer agreement pertains to.   
 
*'''From/Thru Date''' - This specifies the time period the customer agreement pertains to.   
 
*'''Description''' - This is a brief description to distinguish the customer agreement from other agreeements.  
 
*'''Description''' - This is a brief description to distinguish the customer agreement from other agreeements.  
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*[Cancel] - Clicking this button will cancel the agreement and remove all functionality from the screen so that you may no longer modify the agreement.   
 
*[Cancel] - Clicking this button will cancel the agreement and remove all functionality from the screen so that you may no longer modify the agreement.   
 
*[Reject] - Clicking this button will change the status of the customer agreement to "Rejected" and remove all functionality from the screen so that you may no longer modify the agreement.
 
*[Reject] - Clicking this button will change the status of the customer agreement to "Rejected" and remove all functionality from the screen so that you may no longer modify the agreement.
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*[Activate] - Clicking this button will change the status of the customer agreement to "Active", applying the terms of the agreement to future orders.
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*[Activate] - Clicking this button will change the status of the customer agreement to "Active", making the agreement effective for future orders and invoices.  
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*[Complete] - This button will only appear if the customer agreement is active.  Clicking this button will change the status of the agreement to "Completed".  The terms of the agreement will no longer apply to the customer's orders.  This will also remove all functionality from the screen so that you may no longer modify the agreement.
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*[Complete] - This button will only appear if the customer agreement is active.  Clicking this button will change the status of the agreement to "Completed".  The terms of the agreement will no longer apply.  This will also remove all functionality from the screen so that you may no longer modify the agreement.
 
*[Edit] - Clicking this button will take you to a new screen where you can update the customer agreement information.
 
*[Edit] - Clicking this button will take you to a new screen where you can update the customer agreement information.
 
*[View Full Text] - Clicking this button will allow you to view the complete customer agreement text.
 
*[View Full Text] - Clicking this button will allow you to view the complete customer agreement text.
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==Payment Terms==
 
==Payment Terms==
  
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This section allows you to apply terms to the agreement for the payment of commissions, and contains the following fields:
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See [[Payment Terms]].
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*'''Term Type''' - Select the type of payment term (for example, "Net Payment Due in Specified Days") from the drop down menu.
 
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*'''Days''' - This field is only available if you selected the payment term type "Net Payment Due in Specified Days" or "Discount if Paid Within Specified Days".  Enter the number of days after the sale that the order must be paid by.
 
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*'''Term Value''' - This field is only available if you selected the term type "Net Payment Due on Fixed Day of Month" or "Discount if Paid Within Specified Days", and allows you to enter a value for the term to be applied.
 
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*'''Min''' - This field is only available if you selected the term type "Net Payment Due on Fixed Day of Month", and allows you to specify a minimum value for the term to be applicable.
 
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Clicking the [Create Agreement Term] button will apply the agreement term to the customer agreement.  Clicking the [Remove] button will remove the payment terms section of the agreement from the screen, so that no payment terms may be applied to the agreement.
 
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==Credit Terms==
 
==Credit Terms==
  
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This section allows you to specify terms for the customer's credit with your organization, and contains the following fields:
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This section allows you to set the customer's credit terms with your company.  The terms are available are:
  
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*'''Term Type''' - For this customer agreement term, the only term type available is "Credit Limit".
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*'''Credit Limit''' - Enter the [[Credit Limits | credit limit]] for your customer.  The term value is maximum amount of your credit for your customer, and currency is the currency of the credit limit.  By default this field will be set to the customer's pre-configured currency.
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*'''Term Value''' - Enter the value of the credit limit for the customer.
 
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*'''Currency''' - Select the currency of the term value from the drop down menu.  By default this field will be set to the customer's pre-configured currency.
 
  
 
Clicking the [Create Agreement Term] button will apply the agreement term to the customer agreement.  Clicking the [Remove] button will remove the payment terms section of the agreement from the screen, so that no payment terms may be applied to the agreement.
 
Clicking the [Create Agreement Term] button will apply the agreement term to the customer agreement.  Clicking the [Remove] button will remove the payment terms section of the agreement from the screen, so that no payment terms may be applied to the agreement.

Latest revision as of 16:15, 12 December 2007

This screen allows you to view and modify agreements between your company and your customers or groups of customers. The page is divided into the following sections:

Customer Agreement Details

This section will display the general information about the customer agreement, including the following details:

  • Type - This is the type of agreement you have created (for example, "Sales").
  • Status - This is the current status of the agreement (for example, "Rejected" or "Active").
  • From Party - This is the party creating the agreement (typically your organization).
  • To Party or To Classification Group - This is the customer the agreement pertains to. A customer agreement could either relate to a particular customer (party) or a group of customers (classification group) created in the Party Manager's Classifications tab.
  • From/Thru Date - This specifies the time period the customer agreement pertains to.
  • Description - This is a brief description to distinguish the customer agreement from other agreeements.

This section also contains the following buttons:

  • [Cancel] - Clicking this button will cancel the agreement and remove all functionality from the screen so that you may no longer modify the agreement.
  • [Reject] - Clicking this button will change the status of the customer agreement to "Rejected" and remove all functionality from the screen so that you may no longer modify the agreement.
  • [Activate] - Clicking this button will change the status of the customer agreement to "Active", making the agreement effective for future orders and invoices.
  • [Complete] - This button will only appear if the customer agreement is active. Clicking this button will change the status of the agreement to "Completed". The terms of the agreement will no longer apply. This will also remove all functionality from the screen so that you may no longer modify the agreement.
  • [Edit] - Clicking this button will take you to a new screen where you can update the customer agreement information.
  • [View Full Text] - Clicking this button will allow you to view the complete customer agreement text.

Payment Terms

See Payment Terms.

Credit Terms

This section allows you to set the customer's credit terms with your company. The terms are available are:

  • Credit Limit - Enter the credit limit for your customer. The term value is maximum amount of your credit for your customer, and currency is the currency of the credit limit. By default this field will be set to the customer's pre-configured currency.

Clicking the [Create Agreement Term] button will apply the agreement term to the customer agreement. Clicking the [Remove] button will remove the payment terms section of the agreement from the screen, so that no payment terms may be applied to the agreement.

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