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TECHNICAL CONFERENCE 2011
LEARN | INSPIRE | INNOVATE
SESSION CODE : BRK247
SALES ORDER MANAGEMENT AND
AGREEMENTS
KENNETH PUGGAARD
SENIOR DEVELOPER, LEAD
HENRIK ANDERSEN
SENIOR PROGRAM MANAGER
MICROSOFT CORPORATION
MICROSOFT CORPORATION
DISCLAIMER
©2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows 7, Dynamics AX 2012, Microsoft CRM, Management
Reporter, Microsoft Visual Studio, Microsoft Office, MS SharePoint, InformationSource (Beta) and other product names are or may be
registered trademarks and/or trademarks in the U.S. and/or other countries. Other names and brands may be claimed as the property of
others.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this
presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part
of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. All pre-release
product release dates and features specified are preliminary based on current expectations, and are subject to change without notice.
Microsoft may make changes to specifications and product descriptions at any time, without notice.
Sample code included in this presentation is made available AS IS. THE ENTIRE RISK OF THE USE OR THE RESULTS FROM THE USE OF THIS
CODE REMAINS WITH THE USER.
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EXPRESS OR IMPLIED, BY ESTOPPEL OR OTHERWISE, TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION.
Microsoft products are not intended for use in medical, life saving, or life sustaining applications.
Today we will show you…
Generic currency and smart rounding
Trade agreement evaluation policies
Redesigned user interface featuring sales order entry
Agreements framework featuring sales agreement
Components in action today
Pains and challenges
Susan – Sales Clerk
• Be efficient in taking sales orders
• Ensure prices and conditions are not re-searched and
re-calculated when changing an order line
• Know which agreement to use
When to use the Features
• Generic Currency and smart rounding
• When defining multi currency sales prices to achieve simplified pricelist maintenance
• Trade agreement evaluation policies
• In purchase and sales order entry to gain efficiency in order entry
• Agreement framework
• When defining sales and purchase agreements which are more than one offs:
• Period and commitment based
• Quantity or value based
Product Demo
From pricelist to period and commitment agreement based selling
DEMO 1: Create trade agreement
•Generic currency
•Smart rounding
DEMO 2: Trade agreement evaluation policy
•Evaluation policy
•Enhanced sales order user interaction
DEMO 3: Create sales agreement
•Period and commitment based sales agreement
•Commitment types and agreement controls
DEMO 4: Sales agreement usage and follow up
•Interaction between sales agreement and order processing
•Sales agreement follow up
Core Concept and Definition
Generic Currency and Smart Rounding
Item
Country
Unit price
Currency
49.95 EUR
64.99 USD
399 DKK
5,600 JPY
199.95 EUR
239.99 USD
1,399 DKK
20,400 JPY
249.95 EUR
299.99 USD
1,799 DKK
25,500 JPY
Core Concept and Definition
Generic Currency and Smart Rounding
64.99
USD
USD
EUR
80
239.99
USD
USD
JPY
8500
299.99
USD
USD
DKK
600
Demo 1: Create trade agreement
Persona
Kevin, Sales
Manager
Pain Points and Challenges
Maintain pricelists in multiple
currencies efficiently
Features Covered
Trade agreement
Generic currency
Smart rounding
Results and Benefits
Cost efficient pricelist
maintenance
demo
Create trade agreement
Scenario – Next step
From pricelist to period and commitment agreement based selling
Sales Manager
Pricelist
Select master
pricelist
Apply currency and
smart rounding
Approve and
activate
Sales Clerk
Receive customer
request
Create sales order
Demo 2: Trade agreement evaluation policy and sales
order UI
Persona
Susan, Sales
Clerk
Pain Points and Challenges
Efficiency in taking sales
order
Ensure prices and conditions
are not re-searched when
updating order line
Features Covered
Sales order UI
Trade agreement
evaluation policies
Results and Benefits
Faster to create and
navigate within a sales
order
Higher productivity and
reduced number of errors
demo
Trade agreement
evaluation policy and
sales order UI
Trade Agreement Evaluation Policies
Trade Agreement Evaluation Policies
PriceDiscSalesPolicyParameters
SalesTable
SalesLine
RecId
DataAreaId
SalesId
DataAreaId
InventTransId
CustAccount (FK)
DiscPercent
TableID
RecID (AK1)
SystemEntryChangePolicy (O) (FK)
ManualEntryChangePolicy (O) (FK)
SystemEntrySource
LineNum (AK1)
SalesId (FK,AK1)
ItemId
LinePercent
LineDisc
LineAmount
MultiLnDisc
MultiLnPercent
SalesPrice
TableID
RecID (AK2)
SystemEntryChangePolicy (O) (FK)
ManualEntryChangePolicy (O) (FK)
SystemEntrySource
PriecDiscSalesPromptSystemSource (AK1)
PriceDiscPolicyFields
RecId
FieldId (AK1)
ChangePolicy (FK,AK1)
PriceDiscChangePolicy
RecId
SearchKey (AK1)
Trade Agreement Evaluation Policies
New record created in
PriceDiscChangePolicy
New record created in
PriceDiscChangePolicyFields
No
Find field IDs to
guard with policy
Does a
reusable
policy
exist?
Yes
The policy is selected in
PriceDiscChangePolicy
The document is
updated with the
policy ID
Trade Agreement Evaluation Policies
Is a policy
applied to
the
document?
Yes
The user
leaves the
checkmark
The price discount
dialog is launched
Yes
No
No
No
The unit price is
updated
Is the map
field ID of
the unit
price in the
policy?
Yes
Update of the unit
price is blocked
The map field ID corresponding with the
unit price is removed from the policy
Extending Trade Agreement Evaluation Polices
• Add the new source to the enumerations
• PriceDiscSalesPromptSystemSource
• PriceDiscSystemSource
• Modify PriceDiscPolicyMakePolicy.checkPolicyParmSetup()
• Modify your code that creates/update the order line
Scenario – Next steps
From pricelist to period and commitment agreement based selling
Sales Manager
Commitment
based
Create sales
agreement
Select commitment
type and controls
Confirm sales
agreement
Activate
Trade Agreement Versus Sales Agreement
Core differentiators in Dynamics Ax
• Trade agreement: Price and Discount structure. Applied on a per order and
order line basis. No period commitment. No progress follow up
• Related concept: Pricelist
• Sales agreement: A period commitment. Stores terms and conditions. Line item
price and discount on order line may be retrieved from agreement depending
upon commitment type. Supports progress follow up
• Related concept: Contract
Core Concept and Definition
Sales Agreement
•
Period and commitment based
•
Multiple types of commitments
Sold or Purchased
Quantity of a product
Value of a product
Value of products within a category
Value of products within all categories
•
•
Multiple interfaces to release from agreement
•
Directly from from agreements
•
Associate agreement to order at order creation time
•
Automatic association through intercompany
Replaces blanket orders
Demo 3: Create sales agreement
Persona
Kevin, Sales
Manager
Pain Points and Challenges
Ability to create
a period and commitment
based sales agreement
Features Covered
Period and commitment
based sales agreement
Results and Benefits
A period agreement
tailored to the
commitment type,
quantity or value
demo
Create sales agreement
Sales Agreement
AgreementHeaderDefault
AgreementHeader
AgreementClassification
RecId
LONG
LONG
AgreementClassificationTranslation
AgreementClassificationTranslation
AgreementClassification
AgreementLine
AgreementLine
AgreementHeader
AgreementClassification
AgreementClassificationTranslation
AgreementClassification
AgreementClassificationTranslation
AgreementHeaderDefault
AgreementLineHistory
RecId
RecId
bigint
AgreementLine
RecId AgreementLine
RecId
RecId
bigint
RecId bigint
LONG
RecId
LONG
RecId
LONG bigint
AgreementHeader (FK,AK1)
bigint
RecId
LONG
RecId
AgreementHeaderDefault
AgreementHeader
(FK,AK1)
LONG
DeliveryLocation (O) (FK)
bigint
RelationType
LONG
AgreementRelationType
AgreementClassification
(FK,AK1) bigint
AgreementRelationType Agreement
LONG int (FK,AK1)
AgreementClassification
(FK,AK1)
LONG
RecId
bigint
LONG
DeliveryLocationOriginalDateTime (O)
datetime
AgreementRelationType
LONG
AgreementClassification
(FK,AK1)
bigint
IsImmutable
SHORT
Name
TEXT(60)
DeliveryLocation
(O) (FK)
LONG
AgreementClassification
(FK)
LONG
IsImmutable
tinyint SHORT
Name
nvarchar(60)
ProjectProjId
nvarchar(10)
IsImmutable
Name
RelationType
LONG
RecId
bigint (O) (FK)
Name
TEXT(60)
Language (FK,AK1)
TEXT(7)nvarchar(60)
ProjectDataAreaId
(O) (FK)
AgreementStatus
LONG
Name
TEXT(60)
Language
(FK,AK1)
nvarchar(7)
DeliveryLocationOriginalDateTime
(O)
DATETIME nvarchar(4)
Name
nvarchar(60)
Language
nvarchar(7)
LineNumber
(AK1)
SINGLE(FK,AK1)
ContactPerson (O) (FK)
nvarchar(20)
AgreementLineDefault
DocumentTitle
TEXT(20)
ProjectProjId
(O) (FK) (O)
TEXT(10)
RelationType AgreementLineType
bigint
ContactPersonDataAreaId
(O)
(FK)
nvarchar(4)
LONG
AgreementHeader
(FK,AK1)
bigint
CashDiscountCode
(O)TEXT(60)
(FK)
nvarchar(10)
DocumentExternalReference
(O)
RecId
LONG
ProjectDataAreaId
(O) (FK)
TEXT(4)
DeliveryLocation
(O) (FK)
bigint
AgreementLineProduct
LONG
CashDiscountDataAreaId
(O) (FK)
nvarchar(4)
AgreementClassification
(FK)
bigint
Currency (FK)
TEXT(3)
MiscChargeGroupApplicationModule
(O) (FK) int
AgreementLine (FK,AK1)
LONG
DeliveryLocationOriginalDateTime
datetime
EffectiveDate
DATETIME
ContactPerson (O) (FK) (O)
TEXT(20)
AgreementHeader
AgreementHeader
AgreementLine
CurrencyDataAreaId (FK)
TEXT(4)
MiscChargeGroup (O) (FK)
nvarchar(10)
SalesModeOfDelivery (O) (FK)
TEXT(10)
AgreementStatus
int
ProjectProjId
(O) (FK)
nvarchar(10) TEXT(4)
ExperationDate
DATETIME
AgreementLine
ContactPersonDataAreaId
MiscChargeGroupDataAreaId
(O) (FK)
nvarchar(4)
SalesModeOfDeliveryDataAreaId (O) (FK)
TEXT(10)
AgreementLineDefault
CreatedDateTime(O) (FK)
DATETIME
RecId
LONG
RecId
LONG
DeliveryTerm
(O) (FK)
nvarchar(10)
RecId
LONG
ProjectDataAreaId
(O) (FK) (O) (FK)
nvarchar(4)
AgreementHeader
SalesCommisionGroup (O) (FK)
TEXT(10)
LineDiscountPercent
LONG
DocumentTitle
(O)
nvarchar(20)
CashDiscountCode
TEXT(10)
AgreementLine
DefaultAgreementLineType
LONG
RecId
LONG
DeliveryTermDataAreaId (O) (FK)
nvarchar(4)
SalesCommisionGroupDataAreaId (O) (FK) TEXT(10)
ContactPerson (O) (FK)
nvarchar(20)
RelationType
LONG
AgreedReleaseLineMaxAmount
(O)
SINGLE
RelationType
LONG
DeliveryMode (O) (FK) DATETIME
nvarchar(10)
Agreement (FK,AK1)
LONG
RecId
LONG
ProjectCategory
(O)
(FK)
TEXT(10)
CashDiscountDataAreaId
(O) (FK)
TEXT(4)
DefaultAgreementLineEffectiveDate
AgreementClassification
(FK)
DocumentExternalReference
(O)
(FK)
LONG
Agreement (FK,AK1)
ContactPersonDataAreaId (O) (FK)
nvarchar(4) (O) (FK)
DeliveryModeDataAreaId
nvarchar(4)
RelationType
LONG
AgreedReleaseLineMinAmount
(O)nvarchar(60)
SINGLE LONG
RecIdAgreementClassification
LONG LONG
ProjectCategoryDataAreaId (O) (FK)
TEXT(4)
AgreementStatus
LONG
AgreementStatus
LONG
RelationType
RecId
LONG
DefaultAgreementLineExpirationDate
MiscChargeGroupApplicationModule
(O) (FK)
LONG
PaymentTerms
(O) (FK)DATETIME
nvarchar(10)
LineNumber
(AK1) LONG
SINGLE
ProjectActivityNumber
(O)
(FK)
TEXT(10)
CashDiscountCode
(O)
(FK)
nvarchar(10)
(O)
TEXT(20)
DocumentTitle
(O) DocumentTitle
TEXT(20)
IsPriceInformationMandatory
SHORT SINGLE
LineNumber (AK1) nvarchar(3)
Currency
(FK)
PaymentTermsDataAreaId
(O) (FK)
nvarchar(4)
AgreementLineType
LONG
ProjectActivityNumberDataAreaId
Originator
(FK)
LONG
AgreementLine
(FK,AK1)(O) (FK) TEXT(4)
LONG
DocumentExternalReference
(O)
TEXT(60)
DocumentExternalReference
(O)
TEXT(60)
MiscChargeGroup
(FK) AgreementHeader
TEXT(10)
AgreementLineType
CashDiscountDataAreaId
(O)(O)
(FK)
nvarchar(4)
RelationType
PaymentSchedule
(O) (FK)
nvarchar(30)
AgreementLineProduct
LONG
IsMaxEnforced
SHORT LONG
Currency (FK)
TEXT(3)LONG TEXT(3)
AgreementLineProduct
LONG
Currency (FK)
Agreement
(FK,AK1) DATETIME
LONG
Language (FK) (O) (FK)
TEXT(7)
CurrencyDataAreaId
(FK)
nvarchar(4)
(O) (FK)
nvarchar(4)
EffectiveDate
SalesModeOfDelivery
(O) (FK)
TEXT(10)
MiscChargeGroupDataAreaId
(O)PaymentScheduleDataAreaId
(FK)
TEXT(4)
MiscChargeGroupApplicationModule
int
CurrencyDataAreaId
(FK)
TEXT(4)
EffectiveDate
DATETIME
AgreementClassification
(FK)
LONG
CurrencyDataAreaId
(FK)
TEXT(4)
Category
(O)
(FK)
LONG
ExternalReference
(O)
nvarchar(60)
ExperationDate
DATETIME
AgreementHeaderRecId
RelationType
LONG
CreatedDateTime CreatedDateTime
DATETIME
EarliestLineEffectiveDate
DATETIME
DATETIME ExperationDate
LONG
MiscChargeGroup
(O)
(FK)
nvarchar(10)DATETIME
SalesModeOfDeliveryDataAreaId (O) (FK)
TEXT(10)
AgreementLine
DeliveryTerm
(O) (FK)
TEXT(10)
AgreementStatus
LONG
ItemId
(O)
(FK)
TEXT(20)
LineDiscountPercent
LONG
CreatedDateTime
datetime
DefaultAgreementLineType
LONG
LineDiscountPercent
LONG
AgreementLineDefault
DefaultAgreementLineType
LONG
LineNumber
(AK1)(O) SINGLE
SINGLE
LatestLineExpirationDate
AgreementLineHistory
AgreedReleaseLineMaxAmount
DefaultAgreementLineEffectiveDate
DATETIME
AgreedReleaseLineMaxAmount
(O)
SINGLE
MiscChargeGroupDataAreaId
(O) (FK)
nvarchar(4) DATETIME
DocumentTitle
(O) DefaultAgreementLineEffectiveDate
TEXT(20)
SalesCommisionGroup
(O)
(FK)
TEXT(10)
ItemDataAreaId
(O)
(FK)
TEXT(4)
DATETIME
DeliveryTermDataAreaId
(O)
(FK)
TEXT(4)
RecId
LONG
DefaultAgreementLineExpirationDate
DATETIME
AgreedReleaseLineMinAmount
(O)
SINGLE
AgreementLineType
LONG
AgreedReleaseLineMinAmount
(O)
SINGLE
IsDeleted
DefaultAgreementLineType
RelationType
LONG
DefaultAgreementLineExpirationDate
DATETIME
RecId
LONGint
DeliveryTerm
(O) (FK)
nvarchar(10)SHORT
DocumentExternalReference
(O) InventDimId
AgreementHeaderDefaultHistory
RecId
LONG
Originator (FK)
LONG TEXT(60)
(FK)
TEXT(20)
IsPriceInformationMandatory
SHORT
IsPriceInformationMandatory
SHORT
SalesCommisionGroupDataAreaId
(O) (FK)
TEXT(10)
DeliveryMode
(O) (FK)
TEXT(10)
AgreementHeaderHistory
AgreementLineProduct
LONG
RecId
LONG
Originator (FK)
LONG
Language
(FK)
TEXT(7)
AgreementClassification
(FK)
LONG
IsMaxEnforced
SHORT
IsMaxEnforced
SHORT
DeliveryTermDataAreaId (O)
(FK)
nvarchar(4) LONG
Currency
(FK)
TEXT(3)
InventDimDataAreaId
(FK)
TEXT(4)
DefaultAgreementLineEffectiveDate
datetime
RelationType
Language (FK)
TEXT(7)
ProjectCategory
(O) (FK)
TEXT(10)
EarliestLineEffectiveDate
DATETIME
AgreementLineDefaultHistory
RelationType
LONG
DeliveryModeDataAreaId
TEXT(4)
Category (O)LONG
(FK)
RecId
LONG (O) (FK)
EffectiveDate
DATETIME
Category
(O) (FK) LONG
LONG
Agreement
(FK,AK1)
AgreementStatus
LONG
RecId
LONG
DeliveryMode (O) (FK) AgreementClassification (FK)
nvarchar(10) LONG
EarliestLineEffectiveDate
DATETIME
CurrencyDataAreaId
(FK)
TEXT(4)
LatestLineExpirationDate
DATETIME
ItemId (O) (FK)
TEXT(20)
AgreementLine (FK,AK1)
LONG
ProjectProjId
(O)
(FK)
TEXT(10)
ItemId
(O)
(FK)
TEXT(20)
ExperationDate
DATETIME
AgreementLine
(FK,AK1)
LONG LONG
ProjectCategoryDataAreaId
(O)
(FK)
TEXT(4)
RelationType
LONG
LatestLineExpirationDate
DATETIME ItemDataAreaId
PaymentTerms
(FK)
TEXT(10)
IsDeleted
SHORT
DefaultAgreementLineExpirationDate
datetime
(O) (FK)
DocumentTitle
(O)
TEXT(20)
ValidFrom (AK1)
DATETIME
AgreementHeaderHistory
(FK,AK1) (O)
LONG
RecId
DeliveryModeDataAreaId
(O) (FK)
nvarchar(4)
ItemDataAreaId
(O)TEXT(4)
(FK)
TEXT(4)
DATETIME
AgreementStatus
ProjectDataAreaId
(FK) SINGLE
TEXT(4)
Agreement LONG
(FK,AK1)
LONGCreatedDateTime IsDeleted
(FK)
LineNumber
(AK1)SHORT (O)InventDimId
LineDiscountPercent
LONG
SalesModeOfDelivery
(O) (FK)
TEXT(10)
ValidTo (AK1)
DATETIME
DeliveryLocation
(O)
LONG
InventDimId
(FK) TEXT(20)
TEXT(20)
ProjectActivityNumber
(O) (FK)
TEXT(10)
(O)
TEXT(60)
PaymentTermsDataAreaId
(O)
(FK) nvarchar(10)
TEXT(4)
ValidFrom (AK1)
DATETIME
PaymentTerms
(O) (FK) DocumentTitle
(O)DocumentExternalReference
TEXT(20)
DefaultAgreementLineType
LONG
InventDimDataAreaIdbigint
(FK) SHORT
TEXT(4)
Originator
(FK)
IsModified
LineNumber
SINGLE
DeliveryLocationOriginalDateTime (O)
DATETIME
AgreementLineHistory
(FK,AK1)
LONG
InventDimDataAreaId
(FK)
TEXT(4)
AgreementLineType
AgreedReleaseLineMaxAmount
(O) SINGLE
SalesModeOfDeliveryDataAreaId
(O) (FK)
TEXT(10)
ValidTo (AK1)
DATETIME
ProjectProjIdLONG
(O) (FK)
TEXT(10)
(FK)
TEXT(3)
ProjectActivityNumberDataAreaId
(O) (FK)
TEXT(4)
DocumentExternalReference
(O)
TEXT(60)
PaymentTermsDataAreaId
(O)
(FK)
nvarchar(4)
AgreementLineType
LONG
PaymentSchedule
(O)
(FK) Currency
TEXT(30)
ProjectProjId
(O)
TEXT(10)
SalesModeOfDelivery (O)
TEXT(10)
DefaultAgreementLineEffectiveDate
DATETIME
ProjectProjId
(O) (FK)
TEXT(10)
IsDeleted
SHORT
ConfirmationNumber
TEXT(20)
ProjectDataAreaId
(O)
(FK)
TEXT(4)
AgreementLineProduct
LONGnvarchar(7)
AgreedReleaseLineMinAmount
(O)
SINGLE
SalesCommisionGroup
(O)
(FK)
TEXT(10)
EffectiveDate
DATETIME
ProjectDataAreaId
(O)
TEXT(4)
SalesModeOfDeliveryDataAreaId
(O)
TEXT(10)
Language
(FK)
ProjectDataAreaId
(O)
(FK)
TEXT(4)
CurrencyDataAreaId
(FK)
TEXT(4)
Currency
(FK)
TEXT(3)
PaymentSchedule
(O) (FK)
nvarchar(30)
IsModified
SHORT
RelationType TEXT(4)
LONGDefaultAgreementLineExpirationDate
DATETIME
PaymentScheduleDataAreaId
(O) (FK)
EffectiveDate
DATETIME
ExperationDate
DATETIME
ContactPerson
(O)
TEXT(20)
SalesCommisionGroup
(O) TEXT(10)
TEXT(10)
IsModified
SHORT
IsPriceInformationMandatory
SHORT
SalesCommisionGroupDataAreaId
(O)
(FK)
IsDeleted
SHORT
AgreementClassification
(FK)
LONG
CurrencyDataAreaId
(FK)
TEXT(4)
CreatedDateTime
DATETIME
PaymentScheduleDataAreaId
(O)
(FK)
nvarchar(4)
AgreedReleaseLineMaxAmount (O) SINGLE
Originator
(FK)
LONG
ContactPersonDataAreaId
(O)
TEXT(4)
SalesCommisionGroupDataAreaId (O) TEXT(10)
IsDeleted
SHORT
ExperationDate
DATETIME
EarliestLineEffectiveDate
datetime
ExternalReference
(O)
TEXT(60)
AgreementStatus
LONG
IsMaxEnforced
SHORT
ProjectCategory
(O) (FK) ProjectCategory (O)
TEXT(10)
DATETIME
AgreedReleaseLineMinAmount
(O)
SINGLE
DefaultAgreementLineType
LONG
CashDiscountCode (O)
TEXT(10)
TEXT(10)
ExternalReference
(O) CreatedDateTime
nvarchar(60)
Language
(FK)
TEXT(7)
DocumentTitle (O)
TEXT(20)
LineDiscountPercent
LONG
IsPriceInformationMandatory ProjectCategoryDataAreaId
SHORT
CashDiscountDataAreaId (O)
TEXT(4)
ProjectCategoryDataAreaId
(O)
DefaultAgreementLineType
LONG
Category (O) (FK)
LONG
(O) (FK)
TEXT(4) TEXT(4)
DefaultAgreementLineEffectiveDate
DATETIME
LatestLineExpirationDate
datetime
DocumentExternalReference
(O)
TEXT(60)
AgreedReleaseLineMaxAmount
(O) SINGLE
EarliestLineEffectiveDate
DATETIME
LineDiscountPercent
LONG
MiscChargeGroupApplicationModule (O)
LONG
ProjectActivityNumber (O)
TEXT(10)
DefaultAgreementLineEffectiveDate
Currency DATETIME
TEXT(3)
ItemId (O) (FK)
TEXT(20)
ProjectActivityNumber
(O)ProjectActivityNumberDataAreaId
(FK)
TEXT(10)
SalesAgreementHeaderDefault
DefaultAgreementLineExpirationDate
DATETIME
IsMaxEnforced
SHORT
MiscChargeGroup
(O)
TEXT(10)
(O)
TEXT(4)
SalesAgreementHeader
AgreedReleaseLineMinAmount (O)
SINGLE
LatestLineExpirationDate
CurrencyDataAreaId
TEXT(4)
IsDeleted
smallint
SalesAgreementHeader DATETIME
DATETIME
Category (O)
LONG
MiscChargeGroupDataAreaId (O) DefaultAgreementLineExpirationDate
TEXT(4)
ItemDataAreaId
(O)
(FK)
TEXT(4)
ProjectActivityNumberDataAreaId
(O)
(FK)
TEXT(4)
Originator (FK)
LONG
IsPriceInformationMandatory
SHORT
CreatedDateTime
DATETIME
IsDeleted
SHORT
ItemId (O)
TEXT(20)
DeliveryTerm (O)
TEXT(10)
Originator
(FK)
LONG LONG
DefaultAgreementLineType
LONG
InventDimId
(FK)
TEXT(20)
RecId
Language
(FK)
TEXT(7)
RecId
(FK)
bigint
IsMaxEnforced
SHORT
ItemDataAreaId (O)
TEXT(4)
DeliveryTermDataAreaId (O)
TEXT(4)
SalesAgreementHeader
RecId
(FK)
bigint
Language
(FK)
TEXT(7)
DefaultAgreementLineEffectiveDate
DATETIME
SalesAgreementHeaderDefault
InventDimDataAreaId (FK)
TEXT(4)
InventDimId
TEXT(20)
DeliveryMode (O)
TEXT(10)
Category (O) (FK)
LONG
EarliestLineEffectiveDate
DATETIME
DefaultAgreementLineExpirationDate
DATETIME
EarliestLineEffectiveDate
DATETIME
SalesNumberSequence (AK1) nvarchar(20)
InventDimDataAreaId
TEXT(4)
DeliveryModeDataAreaId (O)
TEXT(4)
RecId (FK)
LONG
ItemId
(O)
(FK)
TEXT(20)
ProjectProjId
(O)
(FK)
TEXT(10)
Originator
LONG
LatestLineExpirationDate
DATETIME
CustAccount (FK)
nvarchar(20)
SalesAgreementHeader
(FK,AK1) (AK1)Language
LONG
AgreementLineQuantityCommitment
ProjectProjId (O)
TEXT(10)
PaymentTerms
(O)
TEXT(10)
AgreementLineVolumeCommitment
LatestLineExpirationDate
DATETIME
SalesNumberSequence
nvarchar(20)
TEXT(7)
RecId
bigint
(O) (FK)
TEXT(4)
CustomerDataAreaId
(FK)
nvarchar(4)
ProjectDataAreaId (O) (FK)
TEXT(4)
IsDeleted
SHORT
ProjectDataAreaId (O)
TEXT(4)
PaymentTermsDataAreaId (O)
TEXT(4)
SalesNumberSequence
(AK1) ItemDataAreaId
TEXT(20)
IsDeleted
SHORT
CommissionSalesGroup
(O)
(FK)
TEXT(10)
CustAccount
(FK)
nvarchar(20)
SellingLegalEntity
(FK,AK1)
bigint
CustAccount (FK)
TEXT(20) (FK)
PaymentSchedule (O)
TEXT(30)
RecId (FK)
LONG
InventDimId
RecIdTEXT(20)
(FK)
LONG
IsModified
SHORT
AgreementLineVolumeCommitment
CustomerDataAreaId
(FK)
TEXT(4)
CustomerDataAreaId
(FK)
nvarchar(4)
PaymentScheduleDataAreaId
(O)
TEXT(4)
AgreementLineQuantityCommitment
CommissionSalesGroupDataAreaId
(O)
(FK)
TEXT(4)
InventDimDataAreaId
(FK)
TEXT(4)
SalesAgreementHeader
(FK,AK1)
bigint
IsDeleted
SHORT
SellingLegalEntity (FK,AK1)
LONG
ExternalReference (O)
TEXT(60)
CommitedQuantity
SINGLE
CommitedAmount
SellingLegalEntity
bigint
ProjectProjId (O) (FK)
TEXT(10) SINGLE
CommissionCustomerGroup
(O)(FK,AK1)
(FK)nvarchar(10)
TEXT(10)
RecId (FK)
LONG
CommissionSalesGroup
(O)
(FK)
ProductUnitOfMeasure (FK)
TEXT(10)
RecId (FK)
LONG
ProjectDataAreaId
(O)
(FK)
TEXT(4)
ProductUnitOfMeasureDataAreaId (FK) TEXT(4)
CommissionSalesGroupDataAreaId
(O) (FK)
nvarchar(4)
CommissionCustomerGroupDataAreaId
(O) (FK)
TEXT(4)
CommitedAmount
SINGLE
LONG
CommitedQuantity PriceUnit
SINGLE
IsModified
SHORT
CommissionCustomerGroup
nvarchar(10)
ProductUnitOfMeasure
(FK)
TEXT(10)
PricePerUnit
SINGLE
SalesAgreementHeaderDefault
MethodOfPayment(O)
(O)(FK)
(FK,FK)
TEXT(10)
IsDeleted
SHORT
ProductUnitOfMeasureDataAreaId
(FK)
TEXT(4)
LineDiscountAmount
SINGLE
CommissionCustomerGroupDataAreaId
(O)
(FK)
nvarchar(4)
MethodOfPaymentDataAreaId (O) (FK)
TEXT(4)
PriceUnit
LONG
SalesAgreementHeaderDefaultHistory
AgreementLineQuantityCommitmentHistory
SalesAgreementHeader
RecId
bigint
PricePerUnit
SINGLE
MethodOfPayment (O) (FK,FK)
nvarchar(10)
PaymentSpecification
(O)
(FK)
TEXT(10)
LineDiscountAmount
SINGLE
RecId
MethodOfPaymentDataAreaId
(O) (FK) LONG
nvarchar(4)
SalesAgreementHeader (FK,AK1)
bigint
RecId (FK)
LONG
AgreementLineVolumeCommitmentHistory1
PaymentSpecificationDataAreaId
(O) nvarchar(10)
(FK)
TEXT(4)
nvarchar(10)
RecId (FK) CommissionSalesGroup (O) (FK)
bigint
PaymentSpecification
(O) (FK)
RecId
LONG
AgreementHeader
LONG
RecId
AgreementRelationType
RelationType
IsImmutable
AgreementLine (FK,AK1)
Name
LONGRecId
LONG
SHORT
LONG
TEXT(60)
RelationType
LONG
RecId
LONG
RecId
RecId
AgreementClassification
(FK,AK1)
bigint
Agreement
(FK,AK1)
Name Agreement
Agreement (FK,AK1)
(FK,AK1)
RelationType
Language
(FK,AK1)
bigint
RelationType
RelationType
LONG
LONG
LONG
LONG
TEXT(60)
LONG
LONG
LONG
TEXT(7)
LONG
LONG
ValidFrom (AK1)
DATETIME
AgreementClassification
(FK)LineNumber
bigint
LineNumber
(AK1)
SINGLE
(AK1)
SINGLE
LineNumber
(AK1)
SINGLE
ValidTo (AK1)
DATETIME
AgreementStatus AgreementLineType
int
AgreementLineType
LONG
AgreementLineType
LONG
LONG
LineNumber
SINGLE
DocumentTitle (O)
nvarchar(20)
AgreementLineProduct
LONG
AgreementLineProduct
LONG
AgreementLineProduct
LONG
AgreementLineType
LONG
DocumentExternalReference EffectiveDate
(O)
nvarchar(60)
EffectiveDate
DATETIME
DATETIME
EffectiveDate
DATETIME
EffectiveDate
DATETIME
Currency (FK)
nvarchar(3)
ExperationDate
DATETIME
ExperationDate
DATETIME
ExperationDate
DATETIME
CurrencyDataAreaId
(FK)
nvarchar(4)
ExperationDate
DATETIME
LineDiscountPercent
LONG
LineDiscountPercent
LONG
AgreedReleaseLineMaxAmount (O) SINGLE
CreatedDateTime LineDiscountPercent
datetime
AgreedReleaseLineMaxAmount (O)
SINGLE
AgreedReleaseLineMaxAmount
(O) LONG
SINGLE
DefaultAgreementLineType
int
AgreedReleaseLineMinAmount (O) SINGLE
AgreedReleaseLineMinAmount
(O)
SINGLE
AgreedReleaseLineMinAmount
(O) SINGLE
SINGLE
AgreedReleaseLineMaxAmount
(O)
DefaultAgreementLineEffectiveDate
datetime
IsPriceInformationMandatory
SHORT
IsPriceInformationMandatory(O)
SHORT
IsPriceInformationMandatory
SHORT
AgreedReleaseLineMinAmount
SINGLE
DefaultAgreementLineExpirationDate
datetime
LineDiscountPercent
LONG
IsMaxEnforced
SHORT
IsMaxEnforced
SHORT
Originator (FK)
bigint
IsPriceInformationMandatory
SHORT
IsMaxEnforced
SHORT
Category nvarchar(7)
(O) (FK)
LONG
Category
(O)
LONG
Language (FK)
Category (O) (FK)
LONG
IsMaxEnforced
SHORT
ItemId
(O)
(FK)
TEXT(20)
ItemId (O)datetime
(FK)
TEXT(20)
EarliestLineEffectiveDate
ItemId (O) (FK)
TEXT(20)
ItemDataAreaId
(O) (FK)
(FK)
TEXT(4)
Category
(O) (FK)
LONG
ItemDataAreaId
(O)
TEXT(4)
LatestLineExpirationDate
datetime
AgreementLineQuantityCommitment
ItemDataAreaId (O) (FK)
TEXT(4)
AgreementLineVolumeCommitment
InventDimId
(FK)
TEXT(20)
IsDeleted
InventDimId
(FK)
TEXT(20)
ItemId (O)
(FK) smallint
TEXT(20)
InventDimId (FK)
TEXT(20)
InventDimDataAreaId
TEXT(4)
RecId
(FK) (FK)
LONG
InventDimDataAreaId
(FK)
TEXT(4)
ItemDataAreaId
(O) (FK)
TEXT(4)
RecId
(FK)
LONG
InventDimDataAreaId (FK)
TEXT(4)
ProjectProjId
(O)
(FK)
TEXT(10)
ProjectProjId
TEXT(10)
InventDimId
(FK) (O) (FK)
TEXT(20)
SalesAgreementHeader
ProjectProjId
CustomerRequisitionNumber
TEXT(20) TEXT(10)
PaymentSpecificationDataAreaId
(O) (O)
(FK) (O)(FK)
nvarchar(4)
SalesAgreementHeader
ProjectDataAreaId
(O)
(FK)
TEXT(4)
SalesNumberSequence (AK1) nvarchar(20)
ProjectDataAreaId
(O) (FK)
TEXT(4)
SalesAgreementHeader
PurchAgreementHeader
CommitedQuantity
SINGLE
FixedExchangeRate
SINGLE
CustomerRequisitionNumber
(O)(O)
nvarchar(20)
CommitedAmount
SINGLE
RecId (FK)
bigint
ProjectDataAreaId
(O)
(FK)
TEXT(4)
CustAccount
(FK)
nvarchar(20)
InventDimDataAreaId
(FK)
TEXT(4)
AgreementLineQuantityCommitment
FixedExchangeRate
(O)
real
AgreementLineVolumeCommitment
IsModified
SHORT
CustomerInvoiceAccount (O) (FK)RecId (FK)
TEXT(20)
bigint
IsModifiedProductUnitOfMeasure (FK)
SHORT
CustomerDataAreaId (FK)
nvarchar(4)
TEXT(10)
CustomerInvoiceAccount
(O) (FK)
nvarchar(20)
CustomerInvoiceAccountDataAreaId
(O)
(FK)nvarchar(20)
TEXT(4)
SalesNumberSequence
(AK1)
SellingLegalEntity bigint
(FK,AK1)
bigint
RecId
(FK)
RecId
bigint
IsDeleted
SHORT
CustomerInvoiceAccountDataAreaId
(O) (FK)
nvarchar(4)
RecId
(FK)
LONG
(AK1) nvarchar(20)
RecId (FK)
(FK)
LONG
ProjectProjId
(O)
(FK)
TEXT(10)
(FK)SalesNumberSequence
nvarchar(20)
AgreementLineQuantityCommitment
SalesPool (O) (FK) CustAccount
TEXT(10)
AgreementLineVolumeCommitment
IsDeleted
SHORT
SalesAgreementHeaderHistory
SalesAgreementHeaderHistory (FK,AK1)
LONG
CommissionSalesGroup (O)
TEXT(10)
CommissionSalesGroupDataAreaId (O)
TEXT(4)
RecId (FK)
LONG
CommissionCustomerGroup (O)
TEXT(10)
CommissionCustomerGroupDataAreaId (O) TEXT(4)
SalesNumberSequence
TEXT(20)
MethodOfPayment (O)
TEXT(10)
CustAccount
TEXT(20)
MethodOfPaymentDataAreaId (O)
TEXT(4)
CustomerDataAreaId
TEXT(4)
PaymentSpecification (O)
TEXT(10)
SellingLegalEntity
LONG
PaymentSpecificationDataAreaId
(O)
TEXT(4)
SalesPool
(O) (FK)
nvarchar(10)
CustAccount
(FK)
nvarchar(20)
CustomerDataAreaId
(FK)
nvarchar(4)
CustomerRequisitionNumber (O)
TEXT(20)
SalesPoolDataAreaId
(O) (FK)SellingLegalEntity
nvarchar(4)
(FK,AK1)
bigint (FK)
nvarchar(4)
FixedExchangeRate (O)
SINGLE CustomerDataAreaId
CustomerInvoiceAccount
(O)
TEXT(20)
SalesPerson (O) (FK)
bigint
SellingLegalEntity
(FK,AK1)
bigint
CustomerInvoiceAccountDataAreaId (O)
TEXT(4)
SalesPersonDataAreaId
(O) (FK)
nvarchar(4)
SalesPool (O)
TEXT(10)
SalesPoolDataAreaId
(O)
TEXT(4)
SalesUnit (O) (FK)
nvarchar(20)
SalesPerson (O)
LONG
SalesUnitDataAreaId
(O) (FK)
nvarchar(4)
SalesPersonDataAreaId (O)
TEXT(4)
Campaign
(O)(O)
(FK)
nvarchar(10)
SalesUnit
TEXT(20)
SalesUnitDataAreaId (O)
TEXT(4)
CampaignDataAreaId
(O) (FK)
nvarchar(4)
Campaign (O)
TEXT(10)
CampaignDataAreaId (O)
TEXT(4)
SalesPoolDataAreaId (O) (FK)
SalesPerson (O) (FK)
SalesPersonDataAreaId (O) (FK)
SalesUnit (O) (FK)
SalesUnitDataAreaId (O) (FK)
Campaign (O) (FK)
CampaignDataAreaId (O) (FK)
CommissionSalesGroupDataAreaId (O) (FK)
CommissionCustomerGroup (O) (FK)
CommissionCustomerGroupDataAreaId (O) (FK)
MethodOfPayment (O) (FK,FK)
MethodOfPaymentDataAreaId (O) (FK)
PaymentSpecification (O) (FK)
PaymentSpecificationDataAreaId (O) (FK)
CustomerRequisitionNumber (O)
FixedExchangeRate (O)
CustomerInvoiceAccount (O) (FK)
CustomerInvoiceAccountDataAreaId
RecId
(FK)
LONG (O) (FK)
SalesPool (O) (FK)
SalesPoolDataAreaId (O) (FK)
CommitedAmount
SINGLE
SalesPerson (O) (FK)
SalesPersonDataAreaId (O) (FK)
SalesUnit (O) (FK)
SalesUnitDataAreaId (O) (FK)
Campaign (O) (FK)
CampaignDataAreaId (O) (FK)
TEXT(4)
LONG
SalesNumberSequence
(AK1)
TEXT(4)
CustAccount
(FK)
TEXT(20)
CustomerDataAreaId
(FK)
TEXT(4)
TEXT(10)
SellingLegalEntity
(FK,AK1)
TEXT(4)
nvarchar(4)
nvarchar(10)
nvarchar(4)
nvarchar(10)
nvarchar(4)
nvarchar(10)
nvarchar(4)
nvarchar(20)
real
nvarchar(20)
SINGLE
nvarchar(4)
RecIdCommitedAmount
(FK)
nvarchar(10)
nvarchar(4)
bigint CommitedQuantity
ProductUnitOfMeasure (FK)
nvarchar(4)
nvarchar(20)
ProductUnitOfMeasureDataAreaId (FK)
nvarchar(4)
PriceUnit
nvarchar(10)
PricePerUnit
nvarchar(4)
RecId (FK)
LONG
CommitedAmount
SINGLE
CommitedQuantity
ProductUnitOfMeasure
ProductUnitOfMeasureDataAreaId
PriceUnit
PricePerUnit
LineDiscountAmount
ProductUnitOfMeasureDataAreaId (FK) TEXT(4)
CommitedQuantity
SINGLE
ProjectDataAreaId
(O) (FK)
PriceUnit
nvarchar(20)
PurchNumberSequence
(AK1) ProductUnitOfMeasure
nvarchar(20) TEXT(4)
(FK)
TEXT(10) LONG
ProductUnitOfMeasureDataAreaId (FK) TEXT(4)
nvarchar(20)
VendAccount
(FK)
nvarchar(20)
IsModified
SHORT LONG SINGLE
PricePerUnit PriceUnit
nvarchar(4)
VendorDataAreaId (FK)
nvarchar(4)
PricePerUnit
SINGLE
LineDiscountAmount
LineDiscountAmount SHORT SINGLE SINGLE
IsDeletedBuyingLegalEntity
bigint
(FK,AK1)
bigint
LineDiscountAmount
LONG
SINGLE
TEXT(10)
TEXT(4)
LONG
SINGLE
SINGLE
SINGLE
TEXT(10)
TEXT(4)
LONG
SINGLE
SINGLE
Scenario – Next steps
From pricelist to period and commitment agreement based selling
Sales Manager
Commitment
based
Create sales
agreement
Select commitment
type and controls
Sales Clerk
Yes
Confirm sales
agreement
Activate
Select sales
agreement
Create
sales
Create sales order
order
Receive customer
request
No
Demo 4: Use and follow up on sales agreement
Persona
Kevin, Sales
Manager
Susan, Sales
Clerk
Pain Points and Challenges
Features Covered
Results and Benefits
Not able to enforce agreed
upon prices and conditions
Period and commitment
based sales agreement
Agreed upon prices and
conditions enforced
Know which agreement to
use
Period and commitment
based sales agreement
Guided to select
agreement
demo
Use and follow up on
sales agreement
Sales Agreements
AgreementReleaseHeaderMatch
AgreementHeader
AgreementReleaseHeaderMatch
AgreementReleaseHeaderMatch
SalesTable
RecId
SalesTable
RecId
LONG
RecId
LONG AgreementHeader
AgreementHeader
AgreementHeader
LONG
RelationType
LONG
RecIdLONG RecId
LONG
RecId
LONG
AgreementClassification (FK)
LONG
LONG
AgreementStatus
LONG RelationType
LONG
RelationType
LONG
RelationType
LONG
LONG
DocumentTitle (O)
TEXT(20)
AgreementClassification (FK)
LONG
AgreementClassification
LONG
AgreementClassification(FK)
(FK)
LONG
TEXT(20)
DocumentExternalReference (O) AgreementStatus
TEXT(60)
AgreementStatus
LONG
LONG
AgreementStatus
LONG
TEXT(4)
DocumentTitle
(O)
TEXT(20)
Currency (FK)
TEXT(3)
DocumentTitle
(O)
TEXT(20)
DocumentTitle (O)
TEXT(20)
TEXT(20)
(O)
TEXT(60)
DocumentExternalReference
(O)
TEXT(60)
CurrencyDataAreaId (FK)
TEXT(4)DocumentExternalReference
DocumentExternalReference
(O)
TEXT(60)
TEXT(4)
Currency (FK)
Currency
(FK)
TEXT(3)
CreatedDateTime
DATETIME
Currency
(FK)
TEXT(3) TEXT(3)
(FK) TEXT(4)
CurrencyDataAreaId
(FK)
DefaultAgreementLineType
LONG CurrencyDataAreaId
CurrencyDataAreaId
(FK)
TEXT(4) TEXT(4)
CreatedDateTime
DATETIME
DefaultAgreementLineEffectiveDateCreatedDateTime
DATETIME
CreatedDateTime
DATETIME DATETIME
DefaultAgreementLineTypeLONG
LONG
DefaultAgreementLineType
DefaultAgreementLineExpirationDate
DATETIME
DefaultAgreementLineType
LONG
DefaultAgreementLineEffectiveDate
DATETIME
Originator (FK)
LONG DefaultAgreementLineEffectiveDate
DefaultAgreementLineEffectiveDate
DATETIME DATETIME
DefaultAgreementLineExpirationDate
DATETIME
DefaultAgreementLineExpirationDate
DATETIME DATETIME
Language (FK)
TEXT(7)DefaultAgreementLineExpirationDate
Originator (FK)
LONG
Originator
(FK)
LONG
Originator
(FK)
LONG
EarliestLineEffectiveDate
DATETIME
Language (FK)
Language
(FK)
TEXT(7)
Language
(FK)
TEXT(7) TEXT(7)
LatestLineExpirationDate
DATETIME
EarliestLineEffectiveDate DATETIME
EarliestLineEffectiveDate
EarliestLineEffectiveDate
DATETIME DATETIME
IsDeleted
SHORT
LatestLineExpirationDate DATETIME
LatestLineExpirationDate
LatestLineExpirationDate
DATETIME DATETIME
SHORT
IsDeleted
SHORT
IsDeleted IsDeleted
SHORT
RecId
MatchingReleaseOrderAgreementr
MatchingReleaseOrderAgreementr
(FK) LONG(FK) LONG
ReferenceRelationType
TEXT(20)
ReferenceRelationType
LONG
SalesId
TEXT(20) TEXT(4)
PurchTablePurchId
(O) (FK) TEXT(20)
PurchTablePurchId
(O) (FK)
PurchTableDataAreaId
(O) (FK)
PurchTableDataAreaId
(O) (FK)
TEXT(4)
MatchingReleaseOrderAgreementr
DataAreaId (FK)
TEXT(4)
SalesTableSalesId
(O) (FK) (FK)
SalesTableSalesId
(O) (FK)
TEXT(20) LONG
LONG
SalesTableDataAreaId
(O) (FK)
SalesTableDataAreaId
(O) (FK)
TEXT(4)
LONG
ReferenceRelationType
LONG
TEXT(20)
SourceDocument (O) (FK)
LONG PurchTablePurchId (O) (FK)
TEXT(4)
MatchingAgreement (O) (FK) LONG PurchTableDataAreaId (O) (FK)
SalesTableSalesId (O) (FK)
TEXT(20)
SalesTableDataAreaId (O) (FK)
TEXT(4)
SalesId
DataAreaId (FK)
SalesId
TEXT(20)
SalesId
nvarchar(20)
DataAreaId
(FK)(FK)
TEXT(4)
SourceDocument (O) (FK)
DataAreaId
nvarchar(4)
MatchingAgreement (O) (FK)
SourceDocument
(O)(O)
(FK)
LONG
SourceDocument
(FK)
bigint
MatchingAgreement
(O)(O)
(FK)
MatchingAgreement
(FK) LONG
bigint
SalesTable
SalesTable
SalesLine
SalesLine
RecId
RecId(FK)
(FK)
InventTransId
InventTransId
DataAreaId (FK,FK)
DataAreaId
(FK,FK)
SalesId
(FK)
SalesLine
SalesLine
RecId (FK)
InventTransId
LONG
DataAreaId (FK,FK)
TEXT(20)
TEXT(4)
SalesId (FK)
MatchingAgreementLine (O) (FK)
TEXT(20)
LONG
AgreementLineReleasedLine
LONG
AgreementLine
LONG TEXT(20)
AgreementLine
AgreementLine
AgreementLine
TEXT(4) (FK,FK)
LONG
RecId
LONG RecId
TEXT(20)
RecId
LONG
RecId
LONG
RecId
LONG
TEXT(20)
Agreement (FK,AK1)
LONG
AgreementLineReleasedLine
TEXT(4) LONG
AgreementLineReleasedLine
Agreement
LONG
RelationType
LONG (FK,AK1)
Agreement
LONG
Agreement
(FK,AK1) (FK,AK1)
LONG
AgreementLine (FK)RecId (FK,FK)
LONG
RelationType
LONG
LineNumber
(AK1)
SINGLE
MatchingAgreementLine (O) (FK)
RelationType
LONG
RelationType
LONG
LONG
LineNumber
(AK1)
SINGLE
RecId (FK,FK)
LONG
AgreementLineType
LONG (AK1)
LineNumber
SINGLE
LineNumber
(AK1)
SINGLE
RecId (FK)
LONG
ReferenceRelationType
LONG
LONG
AgreementLineProduct
LONG AgreementLineType
AgreementLineType
LONG
AgreementLineType
LONG
AgreementLine
(FK)
LONG
InventTransId
TEXT(20)
SalesId
(FK)
TEXT(20)
AgreementLineProduct
LONG
AgreementLine
(FK)
LONG
AgreementLineProduct
LONG
AgreementLineProduct
LONG
EffectiveDate
DATETIME
ReferenceRelationType
LONG
DataAreaId (FK,FK)
TEXT(4)
PurchLineInventTransId
(O) (FK)(O)TEXT(20)
EffectiveDate
ReferenceRelationType
LONG
EffectiveDate
DATETIME DATETIME
EffectiveDate
DATETIME
ExperationDate
DATETIME
PurchLineInventTransId
(FK)
TEXT(20)
MatchingAgreementLine
(O) (FK) LONG
PurchLineInventTransId
(O)
(FK) TEXT(20)
TEXT(20)
ExperationDate
DATETIME DATETIME
ExperationDate
DATETIME
LineDiscountPercent
LONG ExperationDate
SalesLineInventTransId
(O)
(FK)
SalesId (FK)
TEXT(20)
AgreementLineReleasedLineHistorySalesLineInventTransId
(O)
(FK)
TEXT(20)
LineDiscountPercent
LONG
SalesLineInventTransId
(O)
(FK)
TEXT(20)
LineDiscountPercent
LONG
LineDiscountPercent
LONG
AgreedReleaseLineMaxAmount (O) SINGLE
SalesLineDataAreaId (O) (FK)
TEXT(4)
MatchingAgreementLine (O) (FK) LONG
AgreedReleaseLineMaxAmount
(O) SINGLE
SalesLineDataAreaId
(O) (FK)
TEXT(4)
AgreedReleaseLineMaxAmount
(O) SINGLE
SINGLE
AgreedReleaseLineMaxAmount
(O)
CustInvoiceTrans
(O)
(FK)
LONG
AgreedReleaseLineMinAmount
(O)
SINGLE
RecId (FK)
LONG
SalesLineDataAreaId
(O) (FK)(O)(O)(FK)
TEXT(4)
AgreedReleaseLineMinAmount
(O)
SINGLE
CustInvoiceTrans
(FK)
LONG
AgreedReleaseLineMinAmount
(O) SINGLE
SINGLE
AgreedReleaseLineMinAmount
(O)
VendInvoiceTrans
LONG
IsPriceInformationMandatory
SHORT
IsPriceInformationMandatory
SHORT
VendInvoiceTrans
(O)
(FK)
LONG
IsPriceInformationMandatory
SHORT
IsPriceInformationMandatory
SHORT
ProjInvoiceItem
LONG
IsMaxEnforced
SHORT
AgreementLineReleaseLine (FK,AK1)
LONG
CustInvoiceTrans
(O)
(FK) (O)(O)(FK)
IsMaxEnforced
SHORT
IsMaxEnforced
SHORT
ProjInvoiceItem
(FK)LONG
LONG
IsMaxEnforced
SHORT
IsDeleted
SHORT
Category
(O)
(FK)
LONG
ReferenceRelationType
CHAR(10)
Category
LONG
Category
(O)
(FK) (O) (FK)
LONG
IsDeleted
SHORT
Category
(O)
(FK)
LONG
IsModified
SHORT
ItemId (O) (FK)
TEXT(20)ItemId (O) (FK)
VendInvoiceTrans
(O)IsModified
(FK)
LONGSHORT
PurchLineDataAreaId (O)
TEXT(4)
ItemId
(O)
(FK)
TEXT(20) TEXT(20)
ItemId
(O)
(FK)
TEXT(20)
ItemDataAreaId
(O)
(FK)
TEXT(4)
SalesLineDataAreaId (O) (FK)
TEXT(4)
ItemDataAreaId
ItemDataAreaId
(O)(FK)
(FK) (O) (FK) TEXT(4)
TEXT(4) TEXT(4)
ItemDataAreaId
(O)
TEXT(20)InventDimId
ProjInvoiceItem
(O) (FK)
LONG InventDimId (FK)
ValidFrom (AK1)
DATETIME
(FK)
InventDimId
(FK)
TEXT(20) TEXT(20)
InventDimId
(FK)
TEXT(20)
InventDimDataAreaId (FK)
TEXT(4) InventDimDataAreaId
ValidTo (AK1)
DATETIME
(FK)TEXT(4)
InventDimDataAreaId
(FK)
TEXT(4) TEXT(4)
InventDimDataAreaId
(FK)
IsDeleted
SHORTProjectProjId (O) (FK)
TEXT(10)ProjectProjId
ProjectProjId
(O)(FK)
(FK) (O) (FK)
TEXT(10) TEXT(10)
ProjectProjId
(O)
TEXT(10)
ProjectDataAreaId (O) (FK)
TEXT(4) ProjectDataAreaId
ProjectDataAreaId
(O)(FK)
(FK) (O) (FK)
TEXT(4) TEXT(4)
ProjectDataAreaId
(O)
TEXT(4)
IsModified
SHORTIsModified
SHORT IsModified
SHORT
IsModified
SHORT
IsModified
SHORT
IsDeleted
SHORT IsDeleted
IsDeleted
IsDeleted
SHORT
SHORT
SHORT
Sales Agreements
AgreementLine
+IsCategoryBased() : bool
+IsItemBased() : bool
+IsQuantityBased() : bool
+IsReleased() : bool
+CalculateAgreementRemainsOnServer() : object
+CalculateFulfillmentForLine() : object
SalesAutoCreate
SalesAutoCreate_ReleaseFromAgreement
AgreementLineQuantityCommitment
AgreementLineVolumneCommitment
+IsQuantityBased() : bool
+CalculateAgreementRemainsOnServer() : object
+CalculateAgreementRemainsOnServer() : object
Sales Agreements
• Agreements are separated from the other order types
• Agreements entities are widely using table inheritance
• The classification concept allows customization and localization of agreements
• Fullfilment numbers are not stored but calculated on demand
• The IsDeleted flag must be taken into account when quering agreements
Selective Tips from the Session
•
Use agreements when you require to control period and commitment based sales or purchase
•
Use purchase agreements in connection with master planning by setting the master plan
parameter Find Purchase Agreements to True
•
Use dedicated rate type for generic currency for stable currency conversion
•
Use Trade Agreement Evaluation Policies both for sales and purchase
•
Extend price disc change policy when adding a new system entry source for purchase, sales, or
sales quotation
•
Note that sales prices derived from generic currency are not stored in PriceDiscTable but
calculated on the fly
•
Note that the soft delete pattern is applied on sales and purchase agreements
What We Showed Today…
• How enhanced sales order processing capabilities support increased user productivity
• Increase user productivity leveraging evaluation policies and enhanced user interaction
• How you can reduce time spent on price list maintenance
• Simplify sales pricelist maintenance by leveraging generic currency and smart rounding
• How you can strengthen customer relations and need to write less code due to the
capabilities within the new period and commitment based agreement framework
• Create, execute and monitor period and commitment based sales agreements (more than blanket order)
• Leverage the extendable period and commitment based agreement framework for customizations
Related sessions
• BRK241 Managing the Accounts Receivable Process from Invoicing to Payments to Collections
• CHK214 User Experiences Designs Q&A
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•
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•
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Q&A
KENNETH PUGGAARD
SENIOR DEVELOPER, LEAD
HENRIK ANDERSEN
SENIOR PROGRAM MANAGER
© 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows 7 and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions,
it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation.
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