The «Buy and Sell Agreement» configuration key must be activated. In addition, the project I configuration key must be activated to make project fields available in the «Purchase Agreements» and «Sales Agreements» forms and to make purchase agreements and purchase agreements available in the project. If the agreement is for a particular project, you can select the project from the project ID field. Now that you know how purchase agreements are established, sales agreements in the sales and marketing module can be established in the same way. The sales contract is established with a normal «white sales contract,» while the agreement established by the application on the basis of the synchronization process is established as derivative. If we are allowed, we only have to select the agreement and click Edit in the action section. If you are in the sales company, a button called a sales contract is activated after creating a sales contract for an Intercompany customer (active business relationship). In this three-part series, I`ll take a look at how distribution agreements are concluded. The series is divided into three parts: once the agreement head has been created, contractual positions can be added by clicking «If a contract to sell an intercompany account is confirmed», we have the option to have the status of the agreement changed to Squad. If we change the status of an agreement either by confirmation or manually, the status will be updated for both companies. The agreement established by the user receives the «Source» value in the Intercompany Origin field. 2) Create the sales contract in USMF for the IC customer and choose a type of sales contract classification that you have created – we call it «IC SAC.» Hello HHa, Although you know that you are able to create chords now. I`m fine with your step-by-step statement.
Please check the correct answer so that others can benefit from your Click Purchase and Purchase experience > configuration > sales contracts > classification of the purchase agreement. In the Standard Engagement field, select what the agreement applies to. You have the following options: 5) Connect all forms and return to USMF -> Common ->-Sale ->. Look for the sales contract you want to use to automatically create the IC purchase agreement and click the «Generate a Purchase Agreement» button in the intercompany section of the action zone. To set up a new sales contract, go to the sale and sales/sale/sale agreements. In the menu strip, click New to create a new chord. This theme describes the following important steps for the implementation of a purchase contract or a sales contract: if we move to the order of sale that was released from the sales contract and click on General, then on the sales contract, we see the relationship. We can also see that this order is attached to the sales contract when we manage the order in the action section and then click on the Intercompany order.
The system automatically fills the currency field with the default currency assigned to the selected debtor.