Setting Up Sales Contract Basic Data—Exercises
Main Exercise
Purpose: The purpose of these exercises is to define basic
data for a sales contract.
Windows:
Sales Contract Basic Data
- Open the
Sales Contract Basic Data
window
and click the
Contract Type tab.
-
Create a new record. (F5)
-
Enter a Contract Type beginning with XXRAILREP, substituting XX with
your initials.
-
Enter Type Description e.g. Rail Replacement
- Save the record.(F12)
- Open the
Sales Contract Basic Datawindow and click the
Deduction Type tab.
-
Create a new record. (F5)
-
Enter Deduction Type beginning with XXCITB, substituting XX with
your initials.
-
Enter Deduction Name e.g. CITB Levy
- Enter
the value 5.00% in Percentage column
- Save the record.(F12)
- Open the
Sales Contract Basic Data
window and click on the
Reason Code tab.
-
Create a new record. (F5).
- Enter the values in the table below,
substituting XX with your initials.
- Save the
records. (F12)
Reason ID |
Reason Description |
Reason Type |
XXBADCUST |
Bad Customer |
No Bid |
XXEXPENSIVE |
Too Expensive |
Revision |
XXPRICE |
Price |
Won |
XXPRICE |
Price |
Lost |
- Open the
Sales Contract Basic Data window and click the
Address Type tab.
-
Create a new record. (F5)
-
Enter Address Type beginning with XXARCH, substituting XX with
your initials.
-
Enter Address Type Description e.g. Architect
- Save the record.(F12)
- Open the
Sales Contract Basic Data
window and click on the
Competitor tab.
-
Create a new record. (F5).
- Enter the values in the table below,
substituting XX with your initials.
- Save the
records. (F12)
Competitor ID |
Competitor Name |
XXCOMP1 |
Competitor 1 |
- Open the
Sales Contract Basic Data window and click on the
Sub Status tab.
-
Create a new record. (F5).
- Enter the values in the table below,
substituting XX with your initials.
- Save the
records. (F12)
Sub Status |
Description |
XXINQUERY |
In Query |
XXNEGOTIATE |
Negotiate Contract |
- Open the
Sales Contract Basic Data window and click the
Category1 tab.
-
Create a new record. (F5)
-
Enter Category1 Name beginning with XXFREE1, substituting XX with
your initials.
-
Enter Category1 Description e.g.
Free text field 1
- Save the record.(F12)
- Open the
Sales Contract Basic Data window and click the
Category2 tab.
-
Create a new record. (F5)
-
Enter Category2 Name beginning with XXFREE2, substituting XX with
your initials.
-
Enter Category2 Description e.g.
Free text field 2
- Save the record.(F12)
- Open the
Sales Contract Basic Data window and click the
Item Type tab.
-
Create a new record. (F5)
- Enter the values
as in the table below,
substituting XX with your initials.
- Save the record.(F12)
Item Type |
Item Type Description |
XXMAT |
Materials |
XXSERV |
Service Item |
- Open the
Sales Contract Basic Data window and click the
Task Type tab.
-
Create a new record. (F5)
- Enter the values
as in the table below,
substituting XX with your initials.
- Save the record.(F12)
Task Type |
Task Type Description |
XXADMIN |
Administrator task |
XXPM |
Project Manager's task |
- Open the
Sales Contract Basic Data window and click the
Contract Numbering tab.
-
Create a new record. (F5)
-
Enter your company in the Company
field and site in the Site field.
-
Select the required Contract Type.
- Enter the values in the table below,
substituting XX with your initials.
- Save the record.(F12)
Prefix |
Suffix |
Start Value |
Value Length |
XX |
YY |
1 |
5 |
7. Note that the
Next Value will appear automatically when you save the record.