Set Up Sales Agreements in Order Management
Set up contracts so your users can add an agreement to a sales order.
Summary of the Set Up
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Create the contract type.
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Create the contract.
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Set up Order Management.
Assume you're in the Vision Operations business unit, and you need to set up a contract with your Computer Service and Rentals customer. If your customer orders a quantity of 10 or more of the AS54888 item, then give them a 10% discount.
This topic uses example values. You might need different values, depending on your business requirements.
For background details, go to Using Customer Contracts, then search for Overview of Enterprise Contracts, or search for Create a Sales Agreement Line.
Create the Contract Type
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Sign into Oracle Enterprise Contracts with the privileges that you need to create contracts.
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Go to the Setup and Maintenance work area, then go to the task:
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Offering: Enterprise Contracts
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Functional Area: Enterprise Contracts Base
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Task: Manage Contract Types
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- On the Manage Contract Types page, click Actions > Create
- In the dialog that displays, set the values, then click
Continue.
Attribute
Value
Class Agreement You must use this value.
Set Common Set
You can use any value.Name My Agreements You can use any value.
Intent Sell You must use this value.
Allow Lines Contains a check mark. Pricing Integration Oracle Order Management Pricing You must use this value.
- On the Edit Contract Type page, set the values, then click Save and
Close.
Attribute
Value
Buyer Role Customer Seller Role Supplier Contract Owner Role Salesperson You can set these attributes to any value.
Create the Contract
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Go to the Contracts work area.
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On the Contracts page, click Actions > Create.
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In the Create Contract dialog, set the values, then click Save and Continue.
Attribute
Value
Business Unit
Vision Operations
Legal Entry
Vision Operations
Type
My Agreements
Number
101
This value will display in the Sales Agreement attribute throughout the Order Management work area.
Primary Party
Computer Service and Rentals
Start Date
1/01/2019
End Date
12/31/2019
Leave empty to specify a contract that never ends.
Currency
USD
Item Master
Vision Operations
Contract Class
Agreement
Intent
Sell
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On the Edit Contract page, click Lines > Actions > Add, set the values, then click Submit.
Attribute
Value
Type
Product
Name
AS54888
UOM
Each
Adjustment Type
Discount Percent
Adjustment
10
Allow Price Override on Order
Enabled
Minimum Quantity for Order
10
Start Date
1/1/22
End Date
12/31/22
If you create more than one contract line for the same item, then make sure you use a different UOM on each line. For example, this is OK:
Contract Line
Name
UOM 1
AS54888
Each 2
AS54888
Dozen Don't use the same UOM on different lines with the same item. For example, don't do this:
Contract Line
Name
UOM 1
AS54888
Each 2
AS54888
Each If you use the same UOM on different lines with the same item, then Order Management will randomly select the line, and it might not be the line that you need.
Set Up Order Management
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Make sure you have the privileges that you need to administer Order Management.
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Enable the Add Sales Agreements to Sales Orders opt-in feature.
If you enable, then Order Management displays sales agreement attributes throughout the Order Management work area. For details about how to enable, see Opt Into Features in Order Management.
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Set the Automatically Set Values on Sales Agreement Attributes parameter.
For details, see Manage Order Management Parameters.
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Promote pricing algorithms.
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Make sure you have the privileges that you need to administer pricing.
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Go to the Pricing Administration work area, then click Tasks > Manage Algorithms.
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On the Manage Algorithms page, click Actions > Promote All.
If you extended a pricing algorithm in an earlier release, then you must also create a new version and reconcile changes. For details, see Promote Pricing Algorithms Into the Latest Update.
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