14 UX One Role: Sales Agreement Manager (Release 9.2 Update)

This chapter contains the following topics:

14.1 Understanding the Sales Agreement Manager UX One Role

The Sales Agreement Manager role, and the associated UX One pages and components, enable you to:

  • View the watchlist alerts for expired sales agreements, agreements that are about to expire, closed agreements, and agreements for which the scheduled due date is approaching.

  • Analyze sales agreement information.

    For example, if you want to compare the number of sales agreements that were active and the number of sales agreements that were closed for a customer in the last 15 days, you can use the Active vs. Closed Agreements by Customer chart to view this data.

  • Access applications to review information or take immediate action, if necessary.

    For example, if you want to renew an expired agreement, you can click the Agreement Master (P38010) springboard task and update the agreement details in the Agreement Master program (P38010).

Note:

The information provided for you in this documentation describes a specific UX One role, and the associated pages and components, that were delivered.

You can use these roles, pages, components, queries, grid formats, and form layouts as they are delivered, or you can modify them to more closely meet the requirements of your organization.

See Section 1.1, "Understanding UX One Roles".

14.2 Prerequisites

Before using the Sales Agreement Manager role (SLAGRMRJDE), and the components listed in this documentation, your system administrator must complete the steps to associate the user ID with the SLAGRMRJDE role.

After this setup is complete, the users who log in with this role will automatically see the page for their role when they log in to the JD Edwards EnterpriseOne system.

See Setting Up a Role Relationship in the JD Edwards EnterpriseOne Tools Security Administration Guide.

14.2.1 Prerequisite Reading

Before using the Sales Agreement Manager role, you should have a complete understanding of the components and applications that are accessible from the pages. Additional, essential information is provided in the JD Edwards EnterpriseOne Applications Agreement Management Implementation Guide. See Introduction to JD Edwards EnterpriseOne Agreement Management.

14.3 Using the Sales Agreement Manager UX One Role

You use the Sales Agreement Manager role to access these UX One pages:

  • Sales Agreements (P38002X|W38002XA)

  • Sales Agreement Compliance (P38002X|W38002XB)

  • Sales Agreement Analysis (P38002X|W38002XC)

14.3.1 UX One: Sales Agreements Page

The Sales Agreements page (P38002X|W38002XA) enables you to receive important alerts, analyze sales agreement information, and act on the information that you see by accessing related applications and additional UX One pages.

You can use the Sales Agreements page to:

  • Improve sales efficiency by following up on due agreement schedules.

  • Quickly identify expiring agreements and work on renegotiations.

  • Improve customer relationship by following up on exceptions and closed agreements.

To access the UX One Sales Agreements page, log in to the EnterpriseOne system using the Sales Agreement Manager role.

This graphic illustrates the Sales Agreements page:

Figure 14-1 Sales Agreements Page

Description of Figure 14-1 follows
Description of ''Figure 14-1 Sales Agreements Page''

Watchlist Alerts

These alerts are based on EnterpriseOne programs. By default, the alerts are set up to use queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements. Additionally, these watchlists have been set up with specific warning and critical threshold values. You can adjust these values to meet your requirements.

This table lists and describes the watchlist alerts that are available on the Sales Agreements page:

Watchlist Alert Description
Expiring Sales Agreements This alert tells you how many sales agreements will expire over a period of time for a business unit.

This alert is based on the Agreement Detail Inquiry program (P38030).

When you click the alert, the system displays the Agreement Detail Inquiry form. The following form layout is available:

  • Agreement Detail Inquiry

The following grid formats are available:

  • Expiry Agreement

  • Sales Agr Order Details

Expired Sales Agreements This alert tells you how many sales agreements expired over a period of time in the past for a business unit.

This alert is based on the Agreement Detail Inquiry program (P38030).

When you click the alert, the system displays the Agreement Detail Inquiry form. The following form layout is available:

  • Agreement Detail Inquiry

The following grid formats are available:

  • Expiry Agreement

  • Sales Agr Order Details

Closed Sales Agreements This alert tells you how many sales agreements were closed over a period of time in the past for a business unit.

This alert is based on the Closed Agreements Inquiry program (P38032).

When you click the alert, the system displays the Closed Agreements Inquiry form. The following form layout is available:

  • Closed Agreements Inquiry

The following grid formats are available:

  • Closed Agreement

  • Sales Agr Order Details

Due Sales Agreement Schedule This alert displays the number of sales agreements for which the scheduled due date is approaching.

This alert is based on the Agreement Schedule Inquiry program (P38031).

When you click the alert, the system displays the Agreement Schedule Inquiry form. The following form layout is available:

  • Agreement Schedule

The following grid format is available:

  • Agreement Schedule


Charts

These charts are based on EnterpriseOne programs. By default, the charts are set up to render using queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements.

This table lists and describes the charts that are available on the Sales Agreements page:

Component Title Description
Number and Value of Expiring Agreements by Period (P38010X|W38010XG) Use this chart to view the number and value of sales agreements that will expire over a period of time for a business unit.

This chart is based on the Agreement Detail Inquiry program (P38030).

Agreements with Approaching Scheduled Due Date (P38010X|W38010XH) Use this chart to view the number of sales agreements for different customers for which the scheduled due date is approaching. You can view the number of sales agreements for which the scheduled due date is:
  • between zero and 30 days

  • between 31 and 60 days

  • between 61 and 90 days

  • greater than 90 days

This chart is based on the Agreement Schedule Inquiry program (P38031).

Forecast vs. Actual Compliance for Agreements (P38010X|W38010XK) Use this chart to view a comparison of the forecast quantity, actual quantity, and committed quantity of sales agreements for different customers.

This chart is based on the Agreement Master/ Product Source Dest Master Join business view (V38010JB).

Active vs. Closed Agreements by Customer (P38010X|W38010XF) Use this chart to view a comparison of the number of active and closed sales agreements for various customers.

This chart is based on the Agreement Master program (P38010).


For additional information about the program associated with these charts, see "Creating Agreements" in the JD Edwards EnterpriseOne Applications Agreement Management Implementation Guide.

Springboard Tasks

You use tasks to access EnterpriseOne programs and other UX One pages. These tasks are included in a springboard on the page.

This table lists and describes the tasks on the Sales Agreements page:

Task Description
Agreement Master Use this task to access the Agreement Master program (P38010).

The following form layout is available:

  • Agreement Order Details

Agreement Online Statement Use this task to access the Online Statement program (P38300).
Shipment Confirmation Use this task to access the Shipment Confirmation program (P4205).
Agreement Order Details Use this task to access the Agreement Master program (P38010).

The following form layout is available:

  • Agreement Order Details

The following grid formats are available:

  • Agreement Management

  • Sales Agr Order Details

Sales Agreement Compliance Use this task to access the Sales Agreement Compliance page (P38002X|W38002XB).
Sales Agreement Analysis Use this task to access the Sales Agreement Analysis page (P38002X|W38002XC).

For additional information about the programs accessed by these tasks, see these topics in the JD Edwards EnterpriseOne Applications Agreement Management Implementation Guide:

14.3.2 UX One: Sales Agreement Compliance Page

The Sales Agreement Compliance page (P38002X|W38002XB) enables you to:

  • Improve customer relationship by identifying opportunities for new agreements.

  • Formulate a pricing strategy by comparing the price between sales orders created with and without agreement details.

  • Monitor agreement compliance by following up on sales orders created with or without the negotiated agreement price.

To access the UX One UX One Sales Agreement Compliance page, log in to the EnterpriseOne system using the Sales Agreement Manager role. When you log in with this role, the system automatically displays the Sales Agreements page. Click the Sales Agreement Compliance task on the springboard to access the Sales Agreement Compliance page.

This graphic illustrates the Sales Agreement Compliance page:

Figure 14-2 Sales Agreement Compliance Page

Description of Figure 14-2 follows
Description of ''Figure 14-2 Sales Agreement Compliance Page''

Watchlist Alerts

These alerts are based on EnterpriseOne programs and business views. By default, the alerts are set up to use queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements. Additionally, these watchlists have been set up with specific warning and critical threshold values. You can adjust these values to meet your requirements.

This table lists and describes the watchlist alerts that are available on the Sales Agreement Compliance page:

Watchlist Alert Description
Expiring Sales Agreements This alert tells you how many sales agreements will expire over a period of time for a business unit.

This alert is based on the Agreement Detail Inquiry program (P38030).

When you click the alert, the system displays the Agreement Detail Inquiry form. The following form layout is available:

  • Agreement Detail Inquiry

The following grid formats are available:

  • Expiry Agreement

  • Sales Agr Order Details

Expired Sales Agreements This alert tells you how many sales agreements expired over a period of time in the past for a business unit.

This alert is based on the Agreement Detail Inquiry program (P38030).

When you click the alert, the system displays the Agreement Detail Inquiry form. The following form layout is available:

  • Agreement Detail Inquiry

The following grid formats are available:

  • Expiry Agreement

  • Sales Agr Order Details

Closed Sales Agreements This alert tells you how many sales agreements were closed over a period of time in the past for a business unit.

This alert is based on the Closed Agreements Inquiry program (P38032).

When you click the alert, the system displays the Closed Agreements Inquiry form. The following form layout is available:

  • Closed Agreements Inquiry

The following grid formats are available:

  • Closed Agreement

  • Sales Agr Order Details

Sales Agreement Schedule Due This alert displays the number of sales agreements for which the scheduled due date is approaching.

This alert is based on the Agreement Schedule Inquiry program (P38031).

When you click the alert, the system displays the Agreement Schedule Inquiry form. The following form layout is available:

  • Agreement Schedule

The following grid format is available:

  • Agreement Schedule


Charts

These charts are based on EnterpriseOne programs. By default, the charts are set up to render using queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements.

This table lists and describes the charts that are available on the Sales Agreement Compliance page:

Component Title Description
Sales Orders with/without Agreement Details by Period (P4210X|W4210XA) Use this chart to view the number of sales orders created for an item for a period of time. You can view the number of sales orders with sales agreement details and without sales agreement details for different periods of time.

This chart is based on the Sales Order Entry program (P4210).

Price Comparison of Sales Orders with/without Agreement Details (P4210X|W4210XB) Use this chart to compare the price of sales orders associated with a sales agreement against the price of sales orders that are not associated with a sales agreement for an item for different periods of time.

This chart is based on the Sales Order Entry program (P4210).

Sales Orders with/without Agreement Price (P421138X|W421138XA) Use this chart to compare the number of sales order lines that have the same price as the negotiated agreement price against the number of sales order lines with the price greater or less than the negotiated agreement price.

You can compare the sales order lines based on these conditions:

  • The agreement price is the same as the negotiated agreement price

  • The agreement price is less than the negotiated agreement price

  • The agreement price is more than the negotiated agreement price

This chart is based on the F4211, F42119, and F38011 Join business view (V38011UA).

Agreements Created for Item per Month (P38011X|W38011XA) Use this chart to view the number of sales agreements created for an item by month in a specified period.

This chart is based on the Agreement Quantities business view (V38011A).


For additional information about the programs associated with these charts, see:

Springboard Tasks

You use tasks to access EnterpriseOne programs and other UX One pages. These tasks are included in a springboard on the page.

This table lists and describes the tasks on the Sales Agreement Compliance page:

Task Description
Agreement Master Use this task to access the Agreement Master program (P38010).
Customer Service Enquiry Use this task to access the Customer Service Inquiry program (P4210).
Agreement Transaction Ledger Use this task to access the Transaction Ledger program (P38350).
Agreement Order Details Use this task to access the Agreement Master program (P38010).

The following form layout is available:

  • Agreement Order Details

The following grid format is available:

  • Agreement Management


For additional information about the programs accessed by these tasks, see:

14.3.3 UX One: Sales Agreement Analysis Page

The Sales Agreement Analysis page (P38002X|W38002XC) enables you to:

  • Manage customer relationships effectively by monitoring top revenue-generating agreements and customers.

  • Manage sales agreements efficiently by analyzing agreements based on various parameters.

  • Analyze sales agreement trends for individual customers.

To access the UX One Sales Agreement Analysis page, log in to the EnterpriseOne system using the Sales Agreement Manager role. When you log in with this role, the system automatically displays the Sales Agreements page. Click the Sales Agreement Analysis task on the springboard to access the Sales Agreement Analysis page.

This graphic illustrates the Sales Agreement Analysis page:

Figure 14-3 Sales Agreement Analysis Page

Description of Figure 14-3 follows
Description of ''Figure 14-3 Sales Agreement Analysis Page''

Watchlist Alerts

These alerts are based on EnterpriseOne programs and business views. By default, the alerts are set up to use queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements. Additionally, these watchlists have been set up with specific warning and critical threshold values. You can adjust these values to meet your requirements.

This table lists and describes the watchlist alerts that are available on the Sales Agreement Analysis page:

Watchlist Alert Description
Expiring Sales Agreements This alert tells you how many sales agreements will expire over a period of time for a business unit.

This alert is based on the Agreement Detail Inquiry program (P38030).

When you click the alert, the system displays the Agreement Detail Inquiry form. The following form layout is available:

  • Agreement Detail Inquiry

The following grid formats are available:

  • Expiry Agreement

  • Sales Agr Order Details

Expired Sales Agreements This alert tells you how many sales agreements expired over a period of time in the past for a business unit.

This alert is based on the Agreement Detail Inquiry program (P38030).

When you click the alert, the system displays the Agreement Detail Inquiry form. The following form layout is available:

  • Agreement Detail Inquiry

The following grid formats are available:

  • Expiry Agreement

  • Sales Agr Order Details

Closed Sales Agreements This alert tells you how many sales agreements were closed over a period of time in the past for a business unit.

This alert is based on the Closed Agreements Inquiry program (P38032).

When you click the alert, the system displays the Closed Agreements Inquiry form. The following form layout is available:

  • Closed Agreements Inquiry

The following grid formats are available:

  • Closed Agreement

  • Sales Agr Order Details

Sales Agreement Schedule Due This alert displays the number of sales agreements for which the scheduled due date is approaching.

This alert is based on the Agreement Schedule Inquiry program (P38031).

When you click the alert, the system displays the Agreement Schedule Inquiry form. The following form layout is available:

  • Agreement Schedule

The following grid format is available:

  • Agreement Schedule


Charts

These charts are based on EnterpriseOne programs. By default, the charts are set up to render using queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements.

This table lists and describes the charts that are available on the Sales Agreement Analysis page:

Component Title Description
Top 10 Customers Based on Value (P38010X|W38010XN) Use this chart to view the top 10 customers based on the total value of all their sales agreements. This chart also displays the consumed and remaining agreement values.

This chart is based on the F38010, F38011, and F38012 Join business view (V38010UX).

Top 10 Agreements Based on Value (P38010X|W38010XM) Use this chart to view the top 10 sales agreements based on the total value of the agreements. This chart displays the consumed and remaining agreement values.

This chart is based on the F38010, F38011, and F38012 Join business view (V38010UX).

Customer Agreements by Fiscal Year (P38010X|W38010XE) Use this chart to view the number of expired, closed, and active sales agreements for a customer based on the fiscal year.

This chart is based on the Select Distinct/Agreement Master/Product Source/Destination business view (V38010JC).

Total Agreements by Item (P38010X|W38010XD) Use this chart to view the number of sales agreements created for different items. You can view the number of active, expired, and closed agreements for each item.

This chart is based on the Agreement Master program (P38010).


For additional information about the program associated with these charts, see Processing Agreements in the JD Edwards EnterpriseOne Applications Agreement Management Implementation Guide.

Springboard Tasks

You use tasks to access EnterpriseOne programs and other UX One pages. These tasks are included in a springboard on the page.

This table lists and describes the tasks on the Sales Agreement Analysis page:

Task Description
Agreement Master Use this task to access the Agreement Master program (P38010).
Agreement Transaction Ledger Use this task to access the Transaction Ledger program (P38350).
Agreement Order Details Use this task to access the Agreement Master program (P38010).

The following form layout is available:

  • Agreement Order Details

The following grid format is available:

  • Agreement Management


For additional information about the programs accessed by these tasks, see Processing Agreements in the JD Edwards EnterpriseOne Applications Agreement Management Implementation Guide.