Create a Sales Agreement Line

When creating a contract, you can add a sales agreement line to accommodate future sales and avoid negotiating terms on each individual quote or order. You can capture the customer information, the pricing terms, and volume commitments if any, between suppliers and customers.

You can also author customer-specific terms for a period of time into the future while adding a sales agreement line to a contract.

You create and manage a sales agreement line with the same Enterprise Contracts UI that is used for creating a contract. Besides the information you enter while creating a contract, you must enter the following additional information for a sales agreement line:

Effective Agreement Date: Date that this agreement goes into effect or becomes active.
Item: Any part, material, product or service that is unique as compared with other items by nature of its attributes.
Pricing and Adjustments: See the "Pricing Terms in a Sales Agreement" section.
Commitment Amounts: Total amounts that were agreed upon for the sales agreement.

Note: Sales agreements are integrated with the Price Book application for your cloud service to obtain pricing information (list prices) for agreement line items.

Pricing Terms in a Sales Agreement

The pricing in a sales agreement line is based on a price book. You can use an existing standard price book as the starting price for a line item. For example, a Preferred Customer price book, a Computer Accessories price book, and so on. You can then specify a price, a discount, or a markup for a particular product if needed.

The header price book is preset as the price book for the line if the item and UOM (unit of measure) selected for the line exist on the header price book. If not, you can select a different price book from the price book drop-down list at the line level. You can also override the preset price book.

You can specify a price book for a given price adjustment. If more than one price book is applicable, then select a price book other than the default. You can make the following pricing adjustments on an agreement line item:

Override the price for a particular product.
Specify a discount or a markup value to adjust the list price of the product as the adjustment when creating the sales agreement line.
Specify a discount or a markup percentage to adjust the list price of the product as the adjustment when creating the sales agreement line.