You use this program to record the basic agreement between you and a customer.
The program enables you to capture the cross-reference between the customer's stock code and the supplier's stock code. This cross-reference must be set up using the Browse on Customer Stock Codes program.
- Contract Maintenance
- Blanket SO Contract Maintenance
- Blanket SO and Releases Contract Master Maintenance
- Contract Information and Release Details
- Contract Details
- Notes and warnings
| Field | Description | ||||
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| Edit | |||||
| Add | Select this to add a new blanket sales order contract. | ||||
| Change | Select this to maintain the sales order contract currently highlighted in the listview. | ||||
| Delete | Select this to the delete the sales order contract
currently highlighted in the listview.
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| Options | |||||
| Confirm Deletions | Select this if you want the system to prompt you to confirm the deletion of a contract when you select to delete it. If you do not select this option, then the contract is deleted without warning. | ||||
| Functions | |||||
| Releases | Select this to view a list of contracts by customer using the Blanket SO and Releases by Customer program. | ||||
| Release Maint | Select this to use the Release Maintenance program to maintain unconfirmed releases (where release dates and quantities have not been converted into scheduled sales orders). | ||||
| Add | Select this to add a new blanket sales order contract. | ||||
| Change | Select this to maintain the sales order contract currently highlighted in the listview. | ||||
| Delete | Select this to the delete the sales order contract
currently highlighted in the listview.
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| Customer |
Indicate the code of the customer for whom you want to maintain blanket sales order contracts. If you select a customer that is not a stock interchange customer, you will not be able to add a blanket sales order contract. |
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| Releases | Select this to view a list of contracts by customer using the Blanket SO and Releases by Customer program. | ||||
This listview displays the contracts currently defined for the customer.
![[Note]](images/note.png)
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Blanket sales orders do not support the single level bill of material process that normal sales orders support. In Blanket Sales Orders, a kit is treated as a normal stock code and not expanded. This means that when doing a Blanket Sales Order release the components are not displayed as comment lines as they would be in a normal Sales order. |
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The following information is included in the listview:
| Column | Description |
|---|---|
| Customer purchase order | This indicates the customer's purchase order for the contract. |
| Customer stock code | This indicates the customer's stock code for the contract. |
| Sales order | This indicates the blanket sales order number for the contract. |
| Status | This indicates the current status of the sales
order.Refer to for information on Sales Order
statuses. Refer to Status Codes for information on Sales Order statuses. |
This screen is displayed when you select the Add or Change option from the Edit menu.
| Field | Description | ||||
|---|---|---|---|---|---|
| File | |||||
| Save | Select this to return to save your changes.
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| Exit | Select this to return to the previous screen. | ||||
| Save |
Select this to save the information you entered.
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| Customer purchase order | Indicate the customer's purchase order number to be used for the contract. | ||||
| Header Information | Select this to enter the header details for the sales order using the Sales Order Header Maintenance program. This is only enabled once a sales order is created for the contract. | ||||
| Customer stock code |
Enter the customer's stock code to be used for the contract. Only one stock code can be defined per contract. Therefore, if you want to change this reference, you will need to complete and possibly purge the contract and add a new contract. |
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| Play | Select this to use the Multimedia program to view any multimedia objects assigned to the customer's stock code. | ||||
| Edit | Select this to use the Multimedia program to maintain multimedia objects for the customer's stock code. | ||||
You use this pane to assign pricing details to a release master and to set up the standard format in which the releases will be received.
Creation of the release master information also creates a Sales order header in a status of Suspense. The sales order number is allocated or requested according to the Sales order numbering method defined (Sales Order Setup - Numbering tab). It is against this sales order that future release acceptances will generate detail delivery lines.
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If, on acceptance of a release, an automatically generated sales order line is created outside the parameters of the relevant pricing contract, a warning is issued and the line is created with a zero selling price. If the release is imported via EDI, any pre-determined format is ignored because absolute dates are given. |
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| Field | Description |
|---|---|
| Contract | |
| Customer | This is the code of the customer for whom you are maintaining contract and releases information. |
| Customer purchase order | This is the customer's purchase order defined against the contract. |
| Customer stock code | This is the customer's stock defined against the contract. |
| Use dispatch note to confirm delivery |
Select this to be able to process releases and create dispatch notes for this contract, irrespective of whether the dispatch note for the previous release was invoiced. You would use this option if you confirm new releases on a daily or weekly basis, but want to produce a single consolidated dispatch invoice at the end of the month. If you do not select this option, then dispatch notes for a blanket sales order must be invoiced before you can confirm subsequent releases for that order. |
| Sales order | This indicates the sales order number for the contract. |
| Release details | |
| Customer contract |
Indicate the contract number that you want to attach to this release master. You can select the Browse icon to use the Contract Prices program to view details of contracts for specific customers and/or buying groups where you have negotiated the sale of inventory items at a fixed price over a specific period of time. |
| Buying group contract | If the customer belongs to a buying group, then you can specify a buying group contract number to be assigned to this release master. |
| Supplying warehouse | Enter the warehouse from which stock must be issued for the contract. |
| Release manager |
Enter up to three characters to indicate the manager or senior person responsible for the timeous execution of the releases. This code is also used in the Release Review and Confirmation program to filter and allocate the various releases. |
| Shipment days |
Enter the number of days it takes to deliver the item (i.e. how long it takes dispatched goods to reach the customer). The entry made here is included in the calculation to determine the Ship date for the sales order lines. |
| Contract base date | Enter a start date for the release master. |
| Expiry date |
Enter the expiry date for the release master. You can enter 00/00/00 to indicate that there is no expiry date. Expired releases can be purged using the Purge Expired Releases program. |
| Contract quantity | Enter the total contract quantity for the release master. |
| Standard release times | Use this to indicate the number of deliveries on the
release schedules the customer will be giving you. This works together with the information entered in the Basis of Variance Details pane. |
| Daily requests |
Enter the number of daily deliveries. For example: An entry of 4 indicates that there will be 4 deliveries over four days - one delivery per day. |
| Weekly requests |
Enter the number of weekly deliveries. For example: An entry of 4 indicates that there will be 4 deliveries over four weeks - one delivery per week. |
| Day | Enter the specific day of the week on which each delivery will take place. |
| Monthly requests |
Enter the number of monthly deliveries. For example: An entry of 5 indicates that there will be 5 deliveries over five months - one delivery per month. |
| Day |
Enter the specific day of the month on which each delivery will take place. For example: An entry of 1 indicates that the deliveries will take place on the first day of the month. |
This pane comprises two sections, namely the Basis of Variance Details pane which enables you to enter the customer's contract variance details and the Basis of Variance listview which displays the variance details currently defined.
This pane enables you to update the customer's contract variance details. You can record the variation allowed between releases as they were negotiated. These variances can be a percentage or an absolute quantity and relate to how far ahead (in days) the variation is requested.
A time fence enquiry is provided so that the permitted variation can be compared with practicality. For example: the customer may be prepared to accept a reduction in requirement of 10% within the planning time fence, but be unable to increase the supply at all in that time.
| Field | Description |
|---|---|
| Basis of variance |
Indicate the variation allowed between releases as they were negotiated. This works together with the Standard release times entries you made in the Contract Information and Release Details pane. Therefore, if you entered 3 at the Monthly requests field and 1 at the Day in month field, then you will typically indicate the allowable variances for these 3 deliveries. |
| Quantity | Select this for the permitted variance between the last release quantity and the new release quantity to be based on a quantity. |
| Percentage | Select this for the permitted variance between the last release quantity and the new release quantity to be based on a percentage. |
| Start day |
You use this field to enter the starting point of the first day range. Day 000 (zero) is the first day in the life of a release, regardless of the actual start date. |
| End day |
You use this field to enter the end point of the first day range. A day range ending in 999 indicates a day range where variations can be unlimited. |
| View time fence |
Select this to view the time fence for the stock code using the Time Fences program. |
| Quantity positive |
Enter a positive quantity indicating the permitted increase in requested call-off. This applies if you selected Quantity at the Basis of variance field. |
| Quantity negative |
Enter a negative quantity indicating the permitted decrease in requested call-off. This defaults to 9 999 999.999, which means that if the quantity variance is in the range of 1 to under 10 million, then the variance is within acceptable limits. This applies if you selected Quantity at the Basis of variance field. |
| Percentage positive | Enter a positive variance indicating the permitted increase in requested call-off. This defaults to 99, which means that if the percentage variance is in the range of 1 to under 99%, then the variance is within acceptable limits. This applies if you selected Percentage at the Basis of variance field. |
| Percentage negative | Enter a negative variance indicating the permitted decrease in requested call-off. This applies if you selected Percentage at the Basis of variance field. |
This listview displays the basis of variance details currently defined.
| Field | Description |
|---|---|
| Update | Select this to update the variance entries. The information entered in the Basis of Variance Details pane is added to the listview. |
| Remove | Select this to delete the basis of variance entry currently highlighted in the listview. |
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If the option: Single level Bill of Materials required (Sales Order Setup) is enabled, then the SYSPRO stock code used in the contract cannot be a Kit type 'S' or 'K' item (Stock Code Maintenance).
Electronic Signatures provide security access, transaction logging and event triggering. This enables you to increase control over your system changes.
Access to the following eSignature transactions within this program can be restricted at Operator, Group, Role or Company level. You configure this using the Electronic Signatures program.
| eSignature Transaction | Description |
|---|---|
| Blanket SO Contract Added |
Controls access to the Add function in the Contract Maintenance program. |
| Blanket SO Contract Changed |
Controls access to the Change function in the Contract Maintenance program. |
| Blanket SO Contract Deleted |
Controls access to the Delete function in the Contract Maintenance program. |
Delete a Blanket Sales Order contract
A Blanket Sales Order cannot be deleted unless it is complete.
You may, however want to cancel/delete the current contract to raise a new contract.
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Use the Sales Order Entry program to maintain the related sales order and complete the order by cancelling all the outstanding order lines.
If comment lines exist on the order, then delete them.
Do not cancel the order, only the order lines.
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From the Contract Maintenance program, set the expiry date to a date before the current date.
This sets the contract to expired.
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Use the Purge Expired Releases program to purge the contract.
This removes the sales order as well.