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:
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:
The following grid formats are available:
|
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:
The following grid formats are available:
|
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:
The following grid formats are available:
|
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:
The following grid format is available:
|
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:
The following grid format is available:
|
For additional information about the programs accessed by these tasks, see Processing Agreements in the JD Edwards EnterpriseOne Applications Agreement Management Implementation Guide.