Sales contracts
A sales contract holds the item prices and the target (quantity or amount) agreed with a customer for a specific validity period. A contract does not ship goods by itself: the customer places call-off orders as needed — the contract is selected on the sales order line, the price comes from the contract and the target cannot be exceeded. The contract's Çağrılan (Called Off) and Kalan (Remaining) quantities are calculated from approved sales orders.
End-to-end example: Contract-based sales.
Screen/erp/sales/contractserp-sales-contracts.view (görme) · .create (oluşturma) · .edit (düzenleme, yürürlüğe alma, kapatma, iptal)Contract list
- 1Create Sales Contract
- 2Validity — call-offs within this range
- 3Draft · Released · Closed · Cancelled
Columns: Sözleşme No (Contract No.), Tür (Type), Müşteri (Customer), Kanal (Channel), Geçerlilik (Validity), Hedef Tutar (Target Amount; for a value contract), Durum (Status). The row's action menu contains Sözleşmeyi Aç (Open Contract). Filters: Ara (Search; contract no., customer or product) and Durum (Status). Satış Sözleşmesi Oluştur (Create Sales Contract) in the header opens the form.
Types
| Type | Target | Call-off limit |
|---|---|---|
| Miktar Sözleşmesi (Quantity Contract) | Hedef Miktar (Target Quantity) is required on each item | An item's called-off quantity cannot exceed its target quantity. |
| Değer Sözleşmesi (Value Contract) | Hedef Tutar (net) (Target Amount, net) is required in the header; the target quantity on an item is optional (empty = unlimited) | The called-off net amount of all items cannot exceed the target amount; on an item with a target quantity, the quantity is also a limit. |
Statuses
| Status | Meaning | Allowed actions |
|---|---|---|
| Taslak (Draft) | Saved; call-offs cannot be made. | Düzenle (Edit), Yürürlüğe Al (Put into Effect), İptal Et (Cancel) |
| Yürürlükte (In Effect) | Sales orders within the validity period can call off the contract. | Kapat (Close), İptal Et (Cancel; only if never called off) |
| Kapandı (Closed) | The remainder can no longer be called off; past call-offs do not change. | — |
| İptal Edildi (Cancelled) | The contract is invalid. | — |
The close and cancel dialogs (Sözleşmeyi Kapat — Close Contract, Sözleşmeyi İptal Et — Cancel Contract) require a Gerekçe (Reason). A contract with call-offs cannot be cancelled; server message: "Sözleşmeye bağlı sipariş satırı var — iptal yerine kapatın." (There are sales order lines linked to the contract — close it instead of cancelling.)
Create a sales contract
- 1Type — quantity or value contract
- 2Validity range
- 3Add product
- 4Target quantity — call-offs cannot exceed it
- 5Contract price — copied to the order
- 6Save Draft
| Field | Description |
|---|---|
| Tür (Type; required) | Miktar Sözleşmesi (Quantity Contract) or Değer Sözleşmesi (Value Contract). |
| Müşteri (Customer; required) | Searched by code or name. |
| Satış Kanalı (Sales Channel) | The contract can be called off only from a sales order in the same channel. The default channel is proposed. |
| Para Birimi (Currency; required) | Only a sales order in the same currency can call off the contract; there is no currency conversion. |
| Geçerlilik Başlangıcı · Bitiş (Valid From · To; required) | The sales order date must fall within this range. |
| Hedef Tutar (net) (Target Amount, net) | Only for a value contract. |
| Kalemler (Items) | Products are selected with Ürün ekle (Add product); each line has Birim (Unit), Hedef Miktar (Target Quantity; for a value contract "Hedef Miktar (ops.)" — Target Quantity, optional) and Birim Fiyat (net) (Unit Price, net). |
| Not (Note) | Optional. |
Taslağı Kaydet (Save Draft) saves the contract as Taslak (Draft) and opens its details; to allow call-offs, it is put into effect from the details. For the steps, see Create a sales contract.
Contract details
- 1Status: Released — call-offs allowed
- 2Called off — from approved orders
- 3Remaining target
- 4Call-off orders
- 5Close — remainder no longer callable
- Header: Durum (Status), Tür (Type), Müşteri (Customer), Satış Kanalı (Sales Channel), Geçerlilik (Validity), for a value contract the Hedef / Çağrılan / Kalan (Target / Called Off / Remaining) amount, Hazırlayan (Prepared By), Not (Note) and, if closed, Kapanış (Closure).
- Kalemler (Items): Ürün (Product), Birim Fiyat (Unit Price), Hedef (Target), Çağrılan (Called Off), Kalan (Remaining).
- Çağrı Siparişleri (Call-Off Orders): the approved sales orders that call off the contract — Sipariş (Sales Order), Tarih (Date), Durum (Status), Ürün (Product), Miktar (Quantity), Tutar (net) (Amount, net). If there are no call-offs, it shows "Henüz çağrı yok — satış siparişinin satırında sözleşmeyi seçin." (No call-offs yet — select the contract on the sales order line.)
Only contract-linked lines of sales orders in Onaylandı (Approved) status are counted; draft and cancelled sales orders are not counted. For a closed sales order or line, only the shipped quantity is counted.
Call-off order
In the line details of a sales order, the Sözleşme (Contract) field appears only if a valid contract exists for the line's product and unit. Details: Order from a contract.