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:

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:

"Entering Sales Order Header and Detail Information" in the JD Edwards EnterpriseOne Applications Sales Order Management Implementation Guide
"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 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:

Processing Agreements in the JD Edwards EnterpriseOne Applications Agreement Management Implementation Guide
Entering Sales Order Header and Detail Information in the JD Edwards EnterpriseOne Applications Sales Order Management Implementation Guide