Setting Up Sales Contract Basic Data—Exercises

Main Exercise

Purpose: The purpose of these exercises is to define basic data for a sales contract.

Windows:
Sales Contract Basic Data

Entering a Contract Type

  1. Open the Sales Contract Basic Data window and click the Contract Type tab.
  2. Create a new record. (F5)
  3. Enter a Contract Type beginning with XXRAILREP, substituting XX with your initials.
  4. Enter Type Description e.g. Rail Replacement
  5. Save the record.(F12)

Entering a Deduction Type

  1. Open the Sales Contract Basic Datawindow and click the Deduction Type tab.
  2. Create a new record. (F5)
  3. Enter Deduction Type beginning with XXCITB, substituting XX with your initials.
  4. Enter Deduction Name e.g. CITB Levy
  5. Enter the value 5.00% in Percentage column
  6. Save the record.(F12)

Defining Reason Codes

  1. Open the Sales Contract Basic Data window and click on the Reason Code tab.
  2. Create a new record. (F5).
  3. Enter the values in the table below, substituting XX with your initials.
  4. Save the records. (F12)
Reason ID Reason Description Reason Type
XXBADCUST Bad Customer No Bid
XXEXPENSIVE Too Expensive Revision
XXPRICE Price Won
XXPRICE Price Lost

Entering an Address Type

  1. Open the Sales Contract Basic Data window and click the Address Type tab.
  2. Create a new record. (F5)
  3. Enter Address Type beginning with XXARCH, substituting XX with your initials.
  4. Enter Address Type Description e.g. Architect
  5. Save the record.(F12)

Entering a Competitor

  1. Open the Sales Contract Basic Data window and click on the Competitor tab.
  2. Create a new record. (F5).
  3. Enter the values in the table below, substituting XX with your initials.
  4. Save the records. (F12)
Competitor ID Competitor Name
XXCOMP1 Competitor 1

Entering a Sub Status

  1. Open the Sales Contract Basic Data window and click on the Sub Status tab.
  2. Create a new record. (F5).
  3. Enter the values in the table below, substituting XX with your initials.
  4. Save the records. (F12)
Sub Status Description
XXINQUERY In Query
XXNEGOTIATE Negotiate Contract

Entering Category 1

  1. Open the Sales Contract Basic Data window and click the Category1 tab.
  2. Create a new record. (F5)
  3. Enter Category1 Name beginning with XXFREE1, substituting XX with your initials.
  4. Enter Category1 Description e.g. Free text field 1
  5. Save the record.(F12)

Entering Category 2

  1. Open the Sales Contract Basic Data window and click the Category2 tab.
  2. Create a new record. (F5)
  3. Enter Category2 Name beginning with XXFREE2, substituting XX with your initials.
  4. Enter Category2 Description e.g. Free text field 2
  5. Save the record.(F12)

Entering an Item Type

  1. Open the Sales Contract Basic Data window and click the Item Type tab.
  2. Create a new record. (F5)
  3. Enter the values as in the table below, substituting XX with your initials.
  4. Save the record.(F12)
Item Type Item Type Description
XXMAT Materials
XXSERV Service Item

Entering a Task Type

  1. Open the Sales Contract Basic Data window and click the Task Type tab.
  2. Create a new record. (F5)
  3. Enter the values as in the table below, substituting XX with your initials.
  4. Save the record.(F12)
Task Type Task Type Description
XXADMIN Administrator task
XXPM Project Manager's task

Defining Contract Numbering

  1. Open the Sales Contract Basic Data window and click the Contract Numbering tab.
  2. Create a new record. (F5)
  3. Enter your company in the Company field and site in the Site field.
  4. Select the required Contract Type.
  5. Enter the values in the table below, substituting XX with your initials.
  6. Save the record.(F12)
Prefix Suffix Start Value Value Length
XX YY         1          5

    7.    Note that the Next Value will appear automatically when you save the record.