Apply a Customer Agreement Apply a Customer Agreement You apply a customer agreement to a sales order in the Sales Orders (SP) application. You can apply one price schedule to a sales order. The sales order status must be approved. See the topic About Applying a Customer Agreement for more information.
Note: After you apply the agreement, the pricing rules on the price schedule are used to calculate prices for any price transactions you have reported on the sales order.
In the Sales Orders (SP) application, display the sales order which you want to apply a customer agreement.
From the Select Action menu, select Apply Customer Agreement. The most appropriate agreement is applied to the sales order by using the matching criteria of the price schedule. A message shows the identifiers of the agreement and the price schedule that it applied to the sales order.
Click Save Record
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