Set up Customer and Vendor Agreements
Before registering new agreements, they must be set up.
The following procedure shows how to set up an agreement for a customer, but the procedure for a vendor is similar and is performed on the Vendor Card page and on the Purchases & Payables Setup page.
To set up an agreement on a customer card
- Choose the
icon, enter Customers, and then choose the related link. - Select a related customer from the list.
- On the Agreements fastTab, fill out the fields listed in the table below.
| Field | Description |
|---|---|
| Agreement Posting | Select the Mandatory value to post customer agreements. With this setting, the Agreement No field is required for posting sale documents. The Optional value allows you to carry out transactions with the client without having to enter the agreement number in the documents. This is useful if, in general, accounting with the client are kept in terms of agreements, but some individual operations are carried out without an agreement. The No Agreement value is used if accounting with client doesn't kept in terms of agreements. |
| App. With Agreements | Select this option if you want to apply a customer’s operation based on agreements. This means, that applying will be possible only if entries have the same agreement number. |
To set up an agreement on the Sales & Receivables Setup page
- Choose the icon, enter Sales & Receivables Setup, and then choose the related link.
2.On the Dimensions and Number Series FastTabs, fill out the fields listed in the following table.
| Field | Description |
|---|---|
| Customer Agreement Dim. Code | Select a dimension code for agreements. |
| Synch. Agreement Dimension | Select this field to create a dimension value code after agreements are created. The dimension value codes are equal to the agreements codes. |
| Customer Agreement Nos. | Select the customer agreement number series. |