Create a Customer or Vendor Agreement

An agreement is a contract with a customer/vendor on the terms of cooperation. Each agreement under which the purchase/sale is carried out must be registered in the agreement card. The agreement card contains information about the terms of cooperation with a customer or vendor. On the agreement card, it is possible to set the default agreement terms, which will be filled out automatically in the purchase or sale documents. For example, contact information, currency code, or VAT business group of a customer or vendor.

In terms of agreements, it is possible to generate a G/L Source Turnover, G/L Account Correspondence Analysis, Reconciliation Act for a customer or vendor.

Before registration of new agreements, make sure the required settings are in place.

Creating a new Customer Agreement

The procedure outlined below shows how to create a Customer Agreement, but the procedure for a vendor is similar and is carried out on the Vendor Card page.

1. Choose the icon, enter Customers, and then choose the related link.
2. On the Customers page, select the required customer.
3. On the Customer Card page, select Navigate > Agreements.
4. On the Customer Agreements page, select Create. A new customer agreement card will open.
5. The agreement number will be assigned in accordance with the configured number series on the Sales & Receivables Setup page.
6. Fill out or change the field values in the customer agreement card.
7. Enable the Active option so that the agreement is available for selecting in the sales documents.
8. If the client agreement are set up to synchronize with dimensions, click Related > Agreement > Dimensions to verify that the appropriate code and dimension value have been created for the customer agreement.

See Also

Set up Customer and Vendor Agreements
G/L Source Turnover
G/L Account Correspondence Analysis