Tab: General
General
The tab: General contains the general information on a Contract Strategy. For example the customer and the period the contract Strategy is valid.
Functionality
Actions
Copy: Opens a page with filter settings to select which contract strategies should be copied.Create Optional Contract Strategy: Creates an optional contract strategy based on the current contract strategy. It is only available for the sub area Contract.Export (JSON): Exports a JSON file containing all data of the contract strategy. Use the dropdown button to select Import (JSON) to import data from a JSON file.
Fields
No.: The unique number of the contract strategy.Description: A description of the contract strategy.Source Type: Select the desired option: Customer, Customer Price Group, Vendor, Vendor Price Group, All Customers, or All Vendors. See Example Customer Price Group. For the order in which TMS looks for a strategy, see How TMS finds and applies a contract strategy.Source No.: The customer, vendor, or price group. Leave it empty for a strategy that applies to all customers or vendors of the source type.Source Description: The value of the source as selected in Source No.Application Area: Fixed value: TMS.Valid From Date: The date from which the contract strategy is valid, including that date. By setting a date, you can enter new contract strategies in advance.Valid To Date: The date until which the contract strategy is valid, including that date. If you leave the field empty, the strategy doesn't expire.General Contract Strategy No.: A contract strategy to fall back on when the current contract strategy doesn't apply. See General contract strategy.Apply General Strategy: Determines when the general contract strategy is applied: Apply When No Details Found, Apply Always, or Apply Never.Sub Area: Options: Contract, Optional Contract or Internal Settlement.
Example Customer Price Group
The following example shows a contract Strategy for the Customer Price Group: LTE(Logistics Trans Europe). With this company prices and services have been agreed on the distribution From Holland to Belgium, Netherlands and Luxemburg. On all TMS-orders, performed in order of any branche of Logistics Trans Europe, this Contract Strategy is to be applied.
