Professional Documents
Culture Documents
Note: The Agreement Field does not display by default on the Order Management Sales Orders
Order Information window. Folder technology
Customer: Select a Customer if the agreement is only valid for a specific customer (optional).
Effective Dates: Define the Effective Dates for the Agreement (optional). The effectivity period
defaults from the current date to two years from the current date.
Price List: Enter or select a pricing list to associate with the agreement. NOTE: The list of
values for the price lists in agreement references other agreements. The agreement feature
does not use price lists that are created in the Pricing>Price Lists>Price List Setup.
Freight Carrier: Enter default Freight Carrier from the list of values.
Invoice Contact: Select an Invoice Contact from the list of values (optional)
Note: If the Invoice to Address and the Invoice Contact are entered here, they will default into the
Sales Orders Order Information if the Agreement is selected.
Accounting Rule: Select the Accounting Rule you want to apply for orders placed against this
Agreement. The Accounting Rule controls the amounts and timing of your revenue recognition.
Receivables must be fully installed to define this rule (optional)
Invoicing Rule: Select the Invoicing Rule you want to apply for orders placed against this
Agreement. This controls the amounts and timing of your invoices. Receivables must be fully
installed to define this rule (optional)
Override Flag: Check the Accounting Rule and/or Invoicing Rule override check box to permit
overrides of these Rules when placing orders against this Agreement. When this check box is
selected, Order Management overrides these Rules if you order items with their own specific
Rules (optional)
Customer Item: Enter a Customer Item. A customer item is a pricing attribute. When you enter a
customer item, Pricing creates one pricing attribute and one product for the agreement line for the
customer item and its corresponding internal inventory item.
Start/End Dates: Enter the effectivity dates in Start Date and End Date.
Revision: Enter a revision number in Revision field. This revision number is not dependent on the
agreement revision number.
Choose the Price Breaks Button. (Note: The Price Breaks button is enabled only when you
select the Price Break Header in Line Type on the agreement line).