About Applying a Customer AgreementAbout Applying a Customer AgreementYou apply a customer agreement and an associated price schedule to a sales order in the Sales Orders (SP) application. When you use the Apply Customer Agreement action, the system searches for a customer agreement and price schedule to apply. An applied price schedule calculates or recalculates prices on the sales order.
Before you apply a customer agreement to a sales order, you must associate a customer with sales order. The customer on the sales order is the customer who is responsible for the location on the sales order. If the location is not associated with a customer, you cannot apply a customer agreement to the sales order. In addition:
The sales order status cannot be WAPPR.
There is not a previously applied customer agreement and price schedule.
The sales order is not associated with a bill batch that is billed with a bill line status of approved or resolved.
An agreement and price schedule that have conditions that match data on the sales order can be applied. The sales order must have the customer and location data described previously. In addition, the customer agreement price schedule must be applicable to sales orders. Price schedules are selected based on conditions that match information on the sals order. If more than one price schedule is applicable, a ranking value on the price schedule is used. In this case, the price schedule with the highest rank (the lowest numeric value) is applied.
After you apply a price schedule, reviews fee and charge transactions you have reported on the sales order are reviewed. The price schedule is used to calculate or recalculate prices for these transactions.
For example, you want to bill monthly IT count-based fee transactions on a sales order. You enter information on the counts of IT assets for the month. You apply a price schedule to the sales order. The price schedule applies count-based pricing rules to the counts and calculates line prices.
The price schedule also can specify additional fixed fees and charges, such as management, incentive, or penalty fees. You cannot modify fixed fees added by a price schedule. However, you can enter additional fees in the Fees and Charges table window.
If there is no price schedule associated with the sales order, you can search for and select an applicable price schedule. You can deselect an applied price schedule from a sales order. You use the Select / Deselect Price Schedule action to remove or to search for and select a price schedule that does not exactly match the conditions on the sales order. The sales order status must be WAPPR for you to use the Select / Deselect Price Schedule action. All prices are recalculated when you take either action.