Entering an Agreement - Del.Terms Card
This page describes the fields on the 'Del.Terms' card in the Agreement record window. Please follow the links below for descriptions of the other cards:
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- Del. Terms
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Delivery Terms setting, Sales Orders/Purchase Orders module
- Default taken from Contact record for the Customer (Sales Del. Terms)
- Specify the Delivery Terms for the Agreement here. You will tend to use this field for international Customers: examples might be Cost, Insurance, Freight or Free On Board.
- For each Delivery Term record you can specify an appropriate description in different Languages: the Language for the Agreement (below) will therefore determine the translation to be printed on any documentation produced from the Agreement.
- Del. Mode
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Delivery Modes setting, Sales Orders module
- Default taken from Contact record for the Customer (Sales Del. Mode)
- Enter the mode of shipping for the Agreement. Examples might be Post or Courier, or might specify the name of the courier that you will use to supply the goods in the Agreement.
- For each Delivery Mode record you can specify an appropriate description in different Languages: the Language for the Agreement (below) will therefore determine the translation to be printed on any documentation produced from the Agreement.
- Salesman
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Person register, System module and Global User register, Technics module
- Default taken from Contact record for the Customer or current user
- Enter the Signature of the Salesman responsible for the Agreement here. The Tag/Object and Department in the Salesman's Person record will be brought in to the relevant fields in the Agreement.
- The Salesman will be transferred to any Invoices that you create from the Agreement. These Invoices can therefore be included in the Bonus, Salesman report, which you can use to calculate commission on Items sold, using the Bonus setting in the Sales Ledger, the Bonus % field on the 'Pricing' card of each Item record or the Bonus field on the 'Sales' card of the Person record.
- If you will use the 'Invoice Agreements' Maintenance function to create Invoices from Agreements, an option that will be available is that you will be able to create Invoices from Agreements with a particular Salesman.
- You can change the Salesman after marking an Agreement as OK.
- Our Ref
- Use this field if you need to identify the Agreement by means other than the Agreement Number. A default will be taken from the Our Ref field on the 'Sales' card of the Person record of the current user.
- Invoice To
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Customers in Contact register
- Default taken from Contact record for the Customer
- If the Invoices for the Agreement are to be sent to another company, such as a leasing company or a parent company, enter the Customer Number for that company here. That company must have their own record in the Contact register, and that record should be marked as a Customer.
- Language
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Languages setting, System module
- Default taken from Contact record for the Customer
- The Language used for the Agreement. This determines the text for the Payment Term, Delivery Term and Delivery Mode that will be printed on forms. Leave the field blank to use your home Language.
- The Language will be transferred to all records that you create from the Agreement, such as Rental Reservations, Items Out and In and Invoices.
- You can also use the Language to determine the Form Template that will be used when you print the Agreement, and the printer that will be used to print it. This can include sending the form to a fax machine, if your hardware can support this feature. Do this in the 'Form Definition' window for the Agreement form, as described here. You can change the Language before printing the Contract, to ensure it is printed on the correct printer or fax machine.
- If you need it to be mandatory that a Language is specified in every Agreement, select the Force Language on the Agreement option in the Rental Settings setting.
- Location
- Paste Special
Locations setting, Stock module
- Default taken from Person record for the current user
- Specify the Location from where the Items to be rented will be taken. This Location will be copied to Rental Reservations created from the Agreement.
- Tag/Object
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Tag/Object register, Nominal Ledger/System module
- You can assign up to 20 Tags/Objects, separated by commas, to an Agreement. You might define separate Tags/Objects to represent different departments, cost centres or product types. This provides a flexible method of analysis that you can use in Nominal Ledger reports.
- Tags/Objects can be copied here from the Person record for the Salesman and from the Contact record for the Customer.
- If you would like to create a unique Tag/Object for an Agreement and to assign that Tag/Object to the Agreement, use the 'Tag/Object' function on the Create menu (Windows/macOS) or Tools menu (iOS/Android). This will create a Tag/Object with the same Code as the Agreement Code.
- From the Agreement, these Tags/Objects will be copied to the Tags/Objects field on the 'Terms' card of the resulting Invoice(s).
- Comment
- Default taken from
Contact record for the Customer (Order Comment)
- Use this field to record notes about the Agreement.
- The Comment will be copied to the Comment field in Invoices that you create from the Agreement.
- If you need this Comment to be printed on Agreement forms, add the "Comment 2" field to the Form Template(s).
- You can change the Comment after marking an Agreement as OK.
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The Agreement register in Standard ERP:
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