Describing the Scope Item in Sales Contract Management (I9I)

Objectives
After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Execute scope item I9I: Sales Contract Management

Business Process Overview

  • Sales Contract:

    An outline agreement that contains special conditions negotiated between a vendor and a customer, for example, price, target value, or target quantity. A sales contract is valid for a specified period.

  • Value Contract:

    Value contract is a contractual agreement with a customer that contains the materials and services that they may receive within a time period and up to a target value. A value contract can contain certain materials or a group of materials (for example, a product hierarchy or assortment module).

  • Quantity Contract:

    Value contract is a contractual agreement with a customer that contains the materials and services that they may receive within a time period and up to a target value. A value contract can contain certain materials or a group of materials (for example, a product hierarchy or assortment module).

Quantity and value contract items cannot be processed together in one document.

Release orders

Main Fiori apps used

The table Main SAP Fiori Apps Used, provides a list of role(s) and app(s) for every process step.

Process StepRole NameFiori App Name
Create Contract (Quantity)Internal Sales RepresentativeManage Sales Contract
Create Contract (Value)Internal Sales RepresentativeManage Sales Contract
Print FormInternal Sales RepresentativeManage Sales Contract
Create Sales Order with Reference to a ContractInternal Sales RepresentativeManage Sales Orders
List Sales ContractInternal Sales RepresentativeLists Incomplete Sales Contracts

As an Internal Sales Representative, access the Manage Sales Contract app to create the sales contract.

With the same user, and in the same app, you are able to print a contract form.

When goods or services are supplied, the user can create a sales order with reference to the contract.

Finally, as an Internal Sales Representative, you can access the List Incomplete Sales Contracts app to monitor sales contracts.

Manage Sales Contracts App

With the Manage Sales Contracts app, you can search for sales contracts according to your filter criteria and display them in a list.

On the list created using the Manage Sales Contracts app, you can execute following actions:

  • Able to search for sales contracts using a free-test search
  • Able to search for sales contracts by entering value in one or more of the filtering fields
  • Able to create a variant for the current filter selection and save it for later reference
  • Able to filter number of sales contracts by using additional criteria
  • Able to hide the filter bar
  • Able to sort sales contracts
  • Able to show columns in the list

Once you have created the list, you can navigate to related applications to perform additional tasks or to view additional information. For example, you can display contract details. Following is a list of transactional features:

  • Able to create sales contact
  • Able to navigate to the sales contract details to either display or change data
  • Able to navigate to the customer- 260 view app
  • Able to navigate to the customer object page

Sales Orders App - Management

With the Manage Sales Orders app, you can search for sales orders according to your filter criteria and display them in a list.

On the list created using the Manage Sales Orders app, you can execute following actions:

  • Able to search for sales orders using a free test search
  • Able to search orders by entering a value in one or more filter fields
  • Able to create a variant for the current filter selection and save it for later reference
  • able to hide filter bar
  • able to sort sales orders
  • Able to hide and show columns in the list

From the list of orders, you can also navigate to related applications. For example, you can display sales order details or display the process flow. Navigating to the process flow provides you with a graphical overview of the chain of connected process steps and corresponding business documents (document flow). For example, you can see the status of a sales order, whether it is relevant for shipping, and if an invoice has been created. Following is a list of transactional features:

  • Able to create sales orders
  • Able to reject all items for a sales order.
  • Able to set or remove header level delivery and billing block
  • Able to navigate to the sales order details to either display or change data
  • Able to navigate to the customer 360 view app
  • Able to navigate to the sales order object page
  • Able to navigate to the customer object page
  • Able to navigate to the process flow

Tutorial: Sales Contract Management (I9I)

The quantity contract contains basic quantity and price information.

In this scope item, the internal sales representative creates a sales quantity contract for a certain product. The internal sales representative creates a follow-up order, referring to this sales quantity contract. After creating the order, the internal sales representative checks the sales contract list, filtered by a certain sold-to-party.

A value contract is a legal agreement with a customer that contains the materials and services that the customer receives:

  • Within a specified time period
  • For a value up to a specified target value

In this scope item, the internal sales representative creates a sales value contract for a certain product and then creates and releases a sales order against the value contract. After creating the contract and order, the internal sales representative can check the completeness of sales contracts and the conversion rate.

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