File Debtor Contracts

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File - Debtor - Contracts

If you are using customer contracts as a means to track special prices and sales against budgets given by a customer, you use the Debtor File Update screen - Contracts tab to establish the contract criteria. A contract must first be established in the Debtors Contract Pricing master file (refer to "File - Debtors Contract Pricing").

Technical Tip

If your company is setup for inter-branch transfers (refer to "Introduction to IBT / ICT") and you are a store user, you cannot add or edit debtor contracts that are head office maintained - that is, where the Head Office Maintained field on the debtor contract is set to Yes (refer to "Adding a New Debtor Contract"). If you try to add a head office maintained contract or change the contract details, Micronet displays the following message:

To add, insert or delete a contract for a customer:

Add a new debtor or open an existing one.

Refer to "Adding a New Debtor" or "Updating a Debtor".

Select the Contracts tab.

Micronet displays the Debtor File Update screen - Contracts tab.

If you want to:

add a debtor contract, select the Add button
insert a debtor contract, select the line below where you want the contract inserted then select the Insert button
delete a debtor contract, select the contract then select the Delete button
edit a debtor contract, double click on a contract or select a contract then press Enter.

If you selected to add, insert or edit a contract, Micronet displays the Debtors Contracts screen.

Complete the following fields:

	Field	Value
	Type	Select the type of debtor contract you want to assign. The options are: Sales Debtor – applies to this debtor only Central or Sales Debtor – applies to this debtor if its account or its central account is assigned Debtor Class – applies if this debtor belongs to a specific debtor class All Debtors – applies to all debtors.
	Contract	Enter the contract number for the debtor contract you want to assign. You can also press Tab or Enter to select a debtor contract.
	Warehouse	If this contract applies to sales from a specific warehouse only, enter or select the warehouse. You can also press spacebar then Enter to select a warehouse.
	Company	If inter company trading (ICT) has been setup (refer to "Edit - Program - Inter Branch Transfer"), you can assign this contract to a specific company. Enter or select the company ID. This is used by the Micronet Online Ordering system (MOO). For more details, refer to "9. Micronet Online Ordering".
	Company Type	If you selected a company in the previous field, select the company type . Options are: All Normal Head Office Affiliate This is used by the Micronet Online Ordering system (MOO).
	Start Date	Enter or select the start date for this contract assignment.
	Ending Date	Enter the end date for this contract assignment. Micronet checks these dates during the order entry/invoicing process to ensure that the contract date is valid.

Select the Accept button.

Micronet redisplays the Debtor File Update screen - Contracts tab.

Select FILE | SAVE.

Optionally, update orders held on file for this customer by selecting EDIT | UPDATE ORDERS.

Refer to "Debtor File Update Screen - Menu Options".