To renew a contract that is due to expire
Before a contract is due to expire, the Sales Manager can decide if the contract has met its objectives, and if the contract should be renewed. If the contract should not be renewed, then it can be left to expire by itself. Otherwise, the Sales Manager can contact the customer to discuss the contract and decide to renew the contract as is, renew the contract with modifications, or let the contract expire.
Business Edition
Task | Description | Role |
---|---|---|
Renegotiate with customer |
Contact a customer offline to discuss a current contract and negotiate on any modifications to the contract. |
Account Representative |
Create new version |
Create a new version of a contract in order to make changes to the contract. A copy of the existing contract is made, and the contract is given a new version number. |
Account Representative |
Report on contract due to expire |
Create a report on the contracts that are going to expire in the near future. |
Account Representative |
Delete contract |
Delete a contract. The contract will no longer be available to create reports. |
Account Representative |
Submit contract for approval |
Submit a contract for a Sales Manager's approval when all the contract modifications have been completed. |
Account Representative |
Set contract terms |
Terms and conditions define how a contract is implemented for a customer organization. They define what is being sold under the contract, the price of the items being sold, how the items are shipped, how orders are paid for, how item returns are handled, how orders are approved, and where orders are shipped from. Contract terms and conditions can also be referred to as contract terms or terms. Many terms and conditions reference business policies because many aspects of a store's operation are defined by business policies. Terms and conditions provide some standard parameters for the business polices they reference. Providing parameters to the business policies allows you to modify the behavior of business policies for each contract. Terms and conditions that reference business policies are indicated on this page with an asterisk (*). The Buyer is entitled to all the terms and conditions from this contract, any base contract of this contract, and from the Buyer's account. For each term and condition, the Buyer is entitled to a union of the specified terms in the contracts and account, except where noted below. WebSphere Commerce supports the following terms and conditions:
This optional term allows you to specify the list of fulfillment centers from which orders placed under the contract must be filled. This list must be a subset of the fulfillment centers defined for the store. Fulfillment center precedence is defined by the store and cannot be overridden by the terms and conditions of a contract.
This term specifies if orders must be approved by the customer organization before filling the orders. You can specify an optional amount, that includes taxes and shipping, that would allow orders with a value below the amount to be filled without approval from the customer organization. If an order total is over this amount, approval is required. If a Buyer is placing an order with order items under multiple contracts and one item in the order has a contract specifying this term, the entire order is subject to the order approval term that applies to the item.
This optional term specifies the payment methods that will be accepted for orders made under the contract. The payment method could be as general as a payment type, such as a credit card type, or as specific as a credit card number to be used for payment. If no payment method term is specified in a contract, payment in all methods accepted by the store will be accepted for orders made under the contract.
Pricing terms and conditions define what products are available under a contract and what prices the customer will pay for the products. At least one pricing term is required in a contract. The following pricing terms and conditions are available in WebSphere Commerce:
You can use the WebSphere Commerce catalog filtering features to restrict or limit the view of the catalog to a specific set of users within a hosted store. You can also use the Catalog Filter to exclude any of the products or categories in the master catalog that you do not want to sell under a contract. The Catalog Filter presents the master catalog as an aggregated tree view of all products and categories available for sale from the store. The Catalog Filter consists of three parts:
The current settings from this contract and any base contract are displayed. This term and condition replaces the rest of the pricing and product terms mentioned below, except for the Customized price list.
This term specifies that both the list of products for sale and their prices are customized for sale in a contract and their price is customized. Items are not limited to a section of the store catalog they can be from anywhere in the store catalog.
This term offers all of the products available in a store catalog for sale with a percentage adjustment (mark-up or discount) from the base price as defined in the store catalog. If no adjustment is specified, items are sold at the base price.
This term offers all of the products available in a price list for sale with a percentage adjustment (mark-up or discount) from the base price as defined in the store catalog. If no adjustment is specified, items are sold at the base price.
This term is similar to price list with adjustment except the adjustment is not applied to the entire price list. The adjustment is made on a subset of the price list. The subset of the price list may either be a product set business policy or a customized product set.
Product constraint terms and conditions control what products are included or excluded for sale under a contract. Product constraint terms are optional. If no product constraint terms and conditions are specified in a contract, all products specified in the contract's price terms and conditions are available for sale under the contract. The following product constraint terms and conditions are available in WebSphere Commerce:
This term states the items in a customized product set are not for sale in a contract.
This term states that items in a customized product set are for sale in a contract.
This term states the items in a product set business policy are not for sale in a contract.
This term states that items in a product set business policy are for sale in a contract. Exclusion terms have precedence over inclusion terms. This means that if a product appears both an inclusion term and an exclusion term in the contract, the product could not be purchased under the contract.
Returns terms and conditions specify how returns are handled under this contract. If no returns terms and conditions are specified then returns can not be created. If returns terms and conditions are specified they should only be one set that applies to the entire contract. The following returns terms and conditions are available in WebSphere Commerce:
This term specifies the payment method used to pay refunds to a customer. If a return charge term is specified, at least one refund payment method term must be specified as well. This term may not be specified if returns are not allowed under the contract.
This term specifies how returns are automatically approved and any deductions from the refund made for handling the return (for example, restocking charges).
This term places a limit on the combined value of all orders, including taxes and shipping, placed under a contract. The value of all orders made under the contract must be less or equal to a specified amount. If this limit is exceeded when placing an order, payment authorization for the order will fail.
Shipping terms and conditions specify how orders will be shipped, where they will be shipped to and who will pay for the shipping. The following shipping terms and conditions are available in WebSphere Commerce:
This optional term defines how orders created under a contract are shipped. If this term is not specified in a contract, orders can be shipped by any mode available in a store. A shipping mode is also known as a shipping provider. A shipping provider is the combination of a shipping carrier and its shipping service. For example, "XYZ Courier, Overnight" is a shipping provider.
This optional term specifies where products purchased under a contract are shipped. Specifying this term and condition allows you to limit the locations where orders can be shipped. If the ship-to address term and condition is not specified, a ship-to address must be specified each time an order is made under a contract. If this term is specified, the Buyer can not specify a new ship-to address when placing an order, but must select a ship-to address from a list of ship-to addresses.
This term defines who pays for shipping orders. The following types of shipping charges are supported:
There can only be one shipping charge term in a contract. The order of precedence is the customer contract, if not defined there, then the Buyer's account, and if not defined there, then in the base contract. |
Account Representative |
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