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How do I give a customer contract prices?

Enter the contract on Sale Agreement with the agreed price per item and unit. A sales order that names the agreement in its Sale Agreement field takes those prices, as long as the order has no Pricing Group.

Screen
Sales and Distribution › Sales › Sale Agreement; Sales Order
Who
Key account manager; order desk
Takes effect
On the next order line priced
Needs first
A Sale Agreement Classification; Required Sale Agreement on Sales Order ticked on the setting, or the customer marked to require an agreement

Before you start​

Steps​

  1. Open Sale Agreement and create it: Subject, Classification, Agreement Commitment (the item commitment), Customer, Currency, Date From and Date To.
  2. Add one line per item: unit, agreed quantity, price. Save.
  3. On the Sales Order, pick the customer, then the agreement in Sale Agreement. Leave Pricing Group empty.
  4. Add the item lines in the agreement's unit. Price Origin From shows Sales Agreement.

Check it worked​

  • The order line price is the agreement price, and stays after Save.

If something looks wrong​

  • The price came from the price list - the order does not name the agreement, or its currency, unit, project or date does not match.
  • The agreement price changed on Save - the order has a Pricing Group; Save repriced from it.
  • "Item ... is not on Sale Agreement ..." - the customer may order only agreement items.