Assign Agreements to a Sales Order

Agreements are legal documents that include all terms and stipulations of a contract. The JD Edwards EnterpriseOne Agreement Management system from Oracle enables you to set up different types of agreements to track transactions and ensure that the contract is being honored. When entering a sales order, you can associate these agreements:

• Loan product and ship items to a partner.

• Loan product and ship items to a partner's customer.

• Borrow product and ship items from a partner's foreign depot directly to the customer.

The system selects agreements using these criteria:

• The agreement must be active.

• The items on the sales order detail line and the agreement must be the same.

  Note: Agreements are designed for use with stock items only.

• The Due To value on the agreement must be P.

• Either the sold to or ship to on the sales order must be the same as the destination on the agreement.

• The branch/plant on the sales order detail line must be the source on the agreement.

• The order date of the sales order must be within the active date range for the agreement.

• The sales order quantity must not exceed the quantity remaining to be fulfilled before the system selects the agreement.

  This applies to agreements that have quantity control activated.