Enter Customer Schedule Agreement Part Header

Explanation

The customer schedule agreement consists of two parts: the customer schedule agreement and the customer schedule agreement part. On the customer schedule agreement, you enter terms and conditions valid for the complete agreement. While on the customer schedule agreement part, you enter terms and conditions valid for the specific part.

Prerequisites

• The customer in question must have been entered in the customer record found in the Customer Order module.
• To enter any customer part, it is necessary that the part has been connected to the company's sales part. This is done in the window Sales Part Cross Reference found in the module Customer Order.
• If you wish to enter data regarding approver, reconciler, you need to have entered an approver, and a reconciler, in the window Customer Schedule Basic Data.

System Effects

• As a result of this entry, a customer schedule agreement part header is created. When the agreement header is entered, it receives the status Planned.

Window

Customer Schedule Agreement Part

Related Window Descriptions

Customer Schedule Agreement Part

Procedure

1. Click on the New button and search for the applicable agreement by using the Query Dialog function. The window will then display name and number on current customer.
2. Indicate the customer number, name on the reconciler and the approver, and finish by entering the customer's delivery address.
3. Continue to enter data in the tabs and select Save.