Define Price Agreement for Quotation

Explanation

This activity is used to define a price agreement for calculating the prices for the quotation lines included in a particular service quotation.

In order to retrieve prices to the quotation line, the agreement should not be excluded from auto-pricing. It is recommended that a specific part should be only on one automatic price fetching agreement per customer. Note that when multiple valid agreements exist for the same customer, site and currency, the system will per default retrieve the agreement with the lowest ID to the quotation line.

Prerequisites

• The service quotation must exist.
•  If a customer agreement is to be connected to the customer, this agreement must have been created.

System Effects

As a result of this activity, the prices for the quotation details will be calculated according to the price agreement if the sales part for the particular detail line exists on the specified price agreement.

Window

Service Quotation

Related Window Descriptions

Service Quotation
Service Quotation/Price Agreements
Service Quotation/Price Agreements/Special Agreements
Customer Agreement

Procedure

1. Open the Service Quotation window and query for the service quotation.
2. Click the Price Agreements tab and then click the Special Agreements sub tab.

• To create a new customer agreement, right-click on the table and then click Create New Customer Agreement for Exclude from Auto-pricing, enter information on the Customer Agreement window and save the record.
• To enter an existing agreement, double-click on the table and use the List of Values to enter a suitable value.

3. Save the record.