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:
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:
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:
|
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:
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 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:
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 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:
The following grid formats are available:
|
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: