Managing Contracts

Note:
This feature is supported with the B2X edition of Intershop Commerce Management.

In the context of contracts, Intershop Commerce Management by default supports target revenues, based on specific price lists, as outlined in Contracting.

Note:
The tasks described in this section are performed in the context of a sales channel. They require the current user to be assigned as an account manager to the customer in whose context the contracts are to be managed.

Viewing All Contracts

To view contracts:
  1. Select the channel from the context selection box, then select Customers | Contracts.
    This displays the contract search panel as well as a list of all contracts of all customers to which you are assigned as an account manager. You can sort the list by:
    • Contract name
    • Contract ID
    • Customer name
    • Customer ID
    • Start date
    • End date
  2. Click the name or ID of a contract.
    This displays the Contract detail view.

Searching Contracts

The contract search is available via the contract list view. To search for contracts:
  1. Select the channel from the context selection box, then select Customers | Contracts.
    This displays the contract search panel as well as a list of all contracts.
  2. Specify your search parameters.
    Available search options include:

    • Customer name or ID

    • Contract name or ID

    • End date from

    • End date to

  3. Click Find.
    The results are displayed in the list view.

Viewing Contracts of a Customer

To view the contracts of a specific customer:
  1. Select the channel from the context selection box, then select Customers | Customers.
    This displays a list of all customers.
  2. Click the name or ID of the customer, then change to the Contracts tab.
    This lists all contracts assigned to the customer. You can sort the list by:

    • Contract name

    • Contract ID

    • Start date

    • End date

  3. Click the name or ID of a contract.
    This displays the Contract detail view.

Creating a Contract

To create a new contract for a customer:
  1. Select the channel from the context selection box, then select Customers | Customers.
    This displays a list of all customers.
  2. Click the name or ID of the customer, then change to the Contracts tab.
    This lists all contracts assigned to the customer.
  3. Click New.
    This displays an empty Contract detail view.
  4. Specify the required information for the new contract.
    The mandatory information includes name, ID, start date, end date, type. The comment is optional.
    Note:
    Currently, Intershop Commerce Management supports revenue-based contracts only.
  5. Click Apply to save your settings.
    Otherwise, click Cancel to discard your changes.
    Tip:
    You can now configure the contract as necessary, see Configuring Contracts.

Editing Contract Details

To modify contract information:
  1. Select the channel from the context selection box, then select Customers | Customers.
    This displays a list of all customers.
  2. Click the name or ID of the customer, then change to the Contracts tab.
    This lists all contracts assigned to the customer.
  3. Click the name or ID of the contract to be edited.
    This displays the Contract detail view.
  4. Edit the information as necessary.
    Note:
    You cannot modify the contract ID.
    Tip:
    You can provide a locale-specific name and comment.
  5. Click Apply to save your settings.
    Otherwise, click Cancel to discard your changes.

Configuring Contracts

To define a target revenue and to select a price list:
  1. Select the channel from the context selection box, then select Customers | Customers.
    This displays a list of all customers.
  2. Click the name or ID of the customer, then change to the Contracts tab.
    This lists all contracts assigned to the customer.
  3. Click the name or ID of the contract to be edited.
    This displays the Contract detail view.
  4. Change to the Configuration tab and set the target revenue and the price list as required.
    Note:
    The target revenue is the sales target of this contract in lead currency only. Also note that the validity period of the contract is not used for any price calculation, however, the validity period of the price list is important.
  5. Click Apply.
    Your changes take effect immediately.

Viewing Contract Revenue

To get information about the contract revenue:
  1. Select the channel from the context selection box, then select Customers | Customers.
    This displays a list of all customers.
  2. Click the name or ID of the customer, then change to the Contracts tab.
    This lists all contracts assigned to the customer.
  3. Click the name or ID of the contract to be edited.
    This displays the Contract detail view.
  4. Change to the Orders tab.
    This displays information about the current revenue, the target revenue, the revenue progress, a possible target exceedance and the related orders.
    Note:
    The Orders tab is only accessible when at least one order has been placed against the contract.
    Note:
    In case an order was deleted, only the order number and the contract revenue for this order are displayed. Depending on your business model, Intershop Commerce Management may not be the data-maintaining system. If the order was e.g., exported to an ERP System and therefore deleted in Intershop Commerce Management, the initial order ID is displayed. Refer to the data-maintaining system in such cases.