Enhance Efficiency with Sales Order Automation in Legal Agreements

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hi and welcome today we'll be starting by looking at um the sales blanket agreement from a series I'll be looking at in sales under sap business one so just right before we start let's talk about what a sales blanket agreement is sales blanket agreement is an agreement between a sales organization and a customer for the supply of services or items over a period of time based off of based off on a predefined terms and condition so it is worth nothing that this sales agreement can also be used as a basis for expected revenue forecast and then for also for capacity planning so for better context let's say company a has a business agreement with um a customer and Company a has committed to supplying large quantities or the customer has committed to purchasing large quantities of a certain number of goods over a certain period of time at a certain price from the company e so let's say 1000 units of an of that item was agreed to be delivered in units of 250 over on a over a weekly basis for the next one month by a company a to her customer so for record keeping to record sales transaction in relation to let's say this business agreement you can create a sales document such as deliveries or invoice or sales quotations since they are automatically linked to the sales document by SCP and business one this value prices that have been agreed upon with the business partner can be copied directly into the sales documents but you can also choose to create a sales order that is not bound by the business agreement and conditions can also be set whereby you can set a thousand units of that item to be to be open for procurement by the state customer within a duration of 30 days 30 days period so let's say the customer was able to purchase 1000 units of that item before the last of the 30 days it reverts back to the normal price or let's say the 30-day period elapses and the customer was not able to procure or buy the Seed item within the 30-day period it reverts also back to the normal price so let's um delve in and then begin but just before we start it's okay for us to go look at them the configuration setting from this sales blanket agreement we click on Administration when we click on Administration we come down here to the system initialization check the system missionary initialization we click on general settings when we click on general settings we click on the business partner which is already open and then we ensure that the business partner agreement for allow multiple blanket agreements for same period is allowed if we do not do that it will not allow us to be able to treat multiple business agreements for a business partner to be or that will be valid in the same period in the sap business one so since this is allowed we can be able to create multiple business um blanket agreements with the seed business partner in the same period so we click on OK and then we close these and then we come down here to the sales when we come to sales we click on the sales blanket agreements so with respect to these like every other transactional document it opens in the fine mood but this is not what we want we control eight and then it changes down here to the ad so let's pick the customer because we already have a master data for different customers in the system let's pick the customer with whom which we're going to be having business with we click on microchips so let's see we click on yeah we could click on microchips just because I love chips and then we choose it and it automatically fills order Fields like the business partner named the contact person in the um in our customers company and then the um business partner um currency the telephone number the email with whom which we're going to be contacting um Judy Brown in the seed company and then we have the the model or the Mood by which we'll be numbering these documents primary means that the system is going to automatically number in the black the seat sales blackhead agreement for us if we create under blanket agreement it's going to be non-winning three we create under is going to be nominated for continuously like that but if we do it manual it means that we are going to be able to number these things um just the way we want it to let's give this manual non-print for five and then the agreement method is going to be items method and then this um start date the start date is going to be today and then the end date for these blanket agreement let's give it um you can easily just give it five days from today or we can give it the 31st of this month so the start date and the ND that um there's the dates onto which the release against the blanket agreement started and this cannot be changed this cannot be earlier later than the start or end date of the blanket agreement if we do not do so it's going to give us the normal price of the item that does not fall within the discount or the agreed price that was agreed with um the customer will be looking at this um the effect of this in the system we have 22nd and then 31st so down here okay for the termination dates this is the date on to when the agreement ceases to be effective that is when we plan to terminate the agreement between the agree between um the state period that is between the stats and then the end it well for the signing dates this is the date when we agreed for this particular um contract normally when period starts that is why we see that the signing day is similar to the start date so let's give this um blanket agreement the description that is the name description for this for easy um identification so let's give it a blanket agreement micro chips just like I said I love chips so in the general tab we have the General and then we have the specific though I've spoken about these in other videos in purchasing but just really emphasis is okay for us to talk about this also in sales for for the general we have the general blanket agreement which is used to track fulfillment of terms used to obtain a special bonus at let's see for instance year end or for example for selling or purchasing of a certain quantity of an item or for achieving a defined turnover you receive a bonus or a discounts on it when you reach a certain Target but for the specific blanket agreements this is used to track the Fulfillment of terms to obtain a special discount for the individual sales or purchasing transactions they are also used to determine a delivery schedule for example by defining out which interval which quantity of goods should be delivered so we're going to be clicking on the specific and then when we click on the specific we come down here to the status and then render these as approved clicking approve over there renders our renders our blanket agreement active and then the settlement probability the settlement probability for these because we believe microchip is going to be able to meet up to this set um this set agreement we give them a settlement probability of 100 do we need a reminder for us to be able to look at this blanket agreement just before the seed date of let's see 31st of um this Mondays uh let's see 90s 90s after the agreements that there's no need for that so the shipping type the shipping type you could actually choose maybe FedEx I don't really think this field is necessary for me and then the payment terms uh cash Basics and all that I don't really feel like this feels uh necessary so come down here to the details Tab and the detail tabs we are going to be able to select um several appliances or items for which it is um sales agreements is going to hold with them this customer so we come down here and then let's say we want um let's see what I bought microchips motherboard yeah let's pick motherboard so then we choose the motor board let's choose the printing label also we choose the printing label and then the motherboard and then we include it down here so I haven't done that for the plan quantity let's say microchips intend to purchase 100 items of the model I bought and then for the printing label they also choose to purchase let's see 50 of it so the unit price for this how do we know the green price for these that we want to hold this blanket agreement we are in the state duration period we look at the motherboard and the system we see that this costs um 200 per unit for each of these items we close and then we can put this 100 units per price for the cost price for each of these item and now you click on the printing label and then see how much this costs this is pretty cheap the price you need is per pack so we have six so we concludes these and then come down here and give this a price of um three so we'll scroll down here to the left and then we have a free text field where we can be able to add text and then activities is with respect to um this with respect to um this um what do they call it with respect to um this blanket um agreement so if you can be able to add you can't be able to click on the add field down here I don't know on the default set for business but not cool do you want to continue yes we want to um continue so we click on the continue and then I won't continue do you want to continue yes we want to continue so we can see down here that our blanket agreement was successfully created for was successfully created for microchips that are here so we can be able to close this remember that the document numbering is five so we can be able to close this so well let's say we come down here to the sales quotation which we'll be looking at in our next video we will see how we'll be able to pull in the blanket agreement into the sales um quotation with respect to this customer microchips when I say just because I love chips so um this brings us to the end of this particular segment for this series so thank you very much for your time that's all from me today and to find out more you can be able to contact us across various social media platforms and you can also be able to 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