Delivery Agreements

Simple Process Flow

Below is a flowchart of a simple process flow:  

Creating a Delivery Agreement

There are four ways to create a Delivery Agreement. A Delivery Agreement can be created from a Blanket Sales Agreement. To view more details on how to do so, click here. In addition to that, it can be created by copying an existing agreement or by creating a new agreement (e.g., from the Delivery Agreement List).

Fill out Delivery Agreement

The first step of the process would be to fill out the Delivery Agreement Header. The Header contains information on the customer, shipping terms and other information. Other sub-sections are optional to fill out and depend on the needs of each user. The following step is to fill out the Delivery Agreement Lines. The user is required to do so in order to sell the Trade Items. There are several methods to fill out the lines depending on whether Trade Items exist in the system or not. The user then chooses which method to use.

Post Delivery Agreement

The final step is to post the Delivery Agreement. Once the Delivery Agreement is posted the status changes to closed. When posting the Delivery Agreement, a Sales Order or Sales Invoice will be created.

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