Validate Cumulative Values

Customer Agreements can be validated based on either the Maximum Cumulative Amount or Maximum Cumulative Quantity. When these validation methods are selected under the Validate Cumulative Values option in the Customer Agreement header, the Cumulative Values tab becomes visible. The Maximum Cumulative values must be defined before activating the Customer Agreement.

 If you do not need to validate the Customer Agreement using an amount or a quantities, select the Do Not Validate option under the Validate Cumulative Values.

If Maximum Cumulative Amount Validation or Maximum Cumulative Quantity Validation is applied in the Agreement, a Maximum Cumulative Amount or Maximum Cumulative Quantity, respectively, must be defined before activating the Agreement. The Maximum Cumulative values cannot be modified or removed after the Customer Agreement has been activated. However, the Maximum Amount or Maximum Quantity can be adjusted through negotiation. However, the new values must be greater than or equal to the Current Cumulative Values.

The Validate Cumulative Values option can only be changed if the Customer Agreement has not been used previously (Current Cum value =0). If there is a value in the Current Cumulative Amount column, the validation option cannot be changed, even after setting the agreement to Negotiated status and vice versa.

To switch from Maximum Cumulative Amount Validation to any other option while the agreement is in the Planned or Negotiated state (Current Cumulative Amount = 0), the Max Cumulative Amount must first be cleared And to switch from Maximum Cumulative Quantity Validation to any other option while the agreement is in the Planned or Negotiated state (Current Cumulative Quantity = 0), the Part Cumulative records in the Cumulative Values tab must be removed.

For example, consider the following scenario:

• Validate Cumulative Values = Using Maximum Amount
• Maximum Cumulative Amount = 1000
• Current Cumulative Amount = 0
• Status = Active

If the Validate Cumulative Values option needs to be changed, the Customer Agreement must first be set to Negotiated status, and the Maximum Cumulative Amount must be cleared before making any modifications.

For price fetching logic, a normal price query is used. If the corresponding Customer Agreement is retrieved based on the query, the Maximum Amount or Maximum Quantity validation is applied.

Maximum Cumulative Amount validation

Given cumulative amounts is considered, if the relevant Customer Agreement is retrieved as the price source in the customer order line, the agreement will no longer be valid once the Current Cumulative Amount exceeds the Maximum Cumulative Amount. In such cases, the price will be fetched from other price sources.

If the corresponding Customer Agreement is retrieved based on the query,

The Net Amount of Customer Order lines and shopping cart lines related to sales parts in the Deal per Part tab will update the Current Cumulative Amount value if the price source is the Agreement.

• When a new Customer Order line is added, if the Net Amount of the line is within the Maximum Cumulative Amount, the price will be fetched from the agreement.
• When Customer Order lines are modified by updating the Sales Quantity, the Current Cumulative Amount will be updated accordingly.
• If a Customer Order line is deleted, the Net Amount of that line will be deducted from the Current Cumulative Amount (Current Cum Amount should have been updated from the specific Customer Order line)
• If a Customer Order or a Customer Order line is canceled, the Cumulative Net Amount of the affected line(s) will be deducted from the Current Cumulative Amount.

When the price or discount is modified in order lines, the Current Cumulative Amount will be updated accordingly. In such cases, the Current Cumulative Amount may exceed the Maximum Cumulative Amount. However, for any subsequent order lines, the Customer Agreement will no longer be valid. In this scenario, the price source remains unchanged but will be updated after the Recalculate Price/Currency process is executed.

If the Current Cumulative Amount has been updated from a specific Customer Order line,

• If the Customer Order line is Closed after a partial delivery, the Net Amount of the parts that were not delivered will be deducted from the Current Cumulative Amount.
• If Delivery Confirmation with Differences is executed and Customer Order line is closed, the Net Amount of the parts that were not delivered will also be deducted from the Current Cumulative Amount.
• If the Customer Order line is returned or scrapped the Net Amount of Returned or Scrapped parts will be deducted from the Current Cumulative Values. (Current Cum Amount should have been updated from the specific Customer Order line)

Moreover, when products are added to, modified in, or removed from the Shopping Cart, the Current Cumulative Amount is updated based on the Net Amount of the lines, provided it falls within the Maximum Cumulative Amount.

 

Maximum Cumulative Quantity validation

If the Customer Agreement needs to be validated using a Maximum Cumulative Quantity, the Using Maximum Quantity option must be selected under the Validate Cumulative Values setting. Additionally, Maximum Cumulative Quantities must be defined for all Sales Parts in the Deal per Part tab before activating the Customer Agreement.

Given cumulative quantities are considered, if the relevant Customer Agreement is fetched as the price source in the Customer Order line, the agreement will no longer be valid once the Current Cumulative Quantity of the Sales Part exceeds its Maximum Cumulative Quantity. In such cases, the price will be fetched from other price sources.

If the corresponding Customer Agreement is retrieved based on the query,

The Price Quantity of Customer Order line/s and shopping cart line/s related to Sales Parts in the Deal per Part tab will update the Current Cumulative Quantity of a Sales Part if the price source is the Agreement.

• When a new Customer Order line is added, if the Price Quantity of the line is within the Maximum Cumulative Quantity, the price will be fetched from the agreement. Additionally, the Price Quantity will update the Current Cumulative Quantity.
• When Customer Order lines are modified by updating the Sales Quantity, the Current Cumulative Quantity will be updated accordingly.
• If a Customer Order line is deleted, the Price Quantity of that line will be deducted from the Current Cumulative Quantity of the respective Sales Part. (Current Cum Qty should have been updated from the specific Customer Order line)
• If a Customer Order or a Customer Order line is canceled, the Cumulative Price Quantity of the affected line(s) will be deducted from the Current Cumulative Quantity of the respective Sales Part. (Current Cum Qty should have been updated from the specific Customer Order line)   

If the Current Cumulative Quantity of a Sales Part has been updated from a specific Customer Order line,

• If a Customer Order line is closed after a partial delivery, the Price Quantity of the parts that were not delivered will be deducted from the Current Cumulative Quantity of the respective Sales Part.
• If Delivery Confirmation with Differences is performed and Customer Order lines are closed, the Price Quantity of the parts that were not delivered will also be deducted from the Current Cumulative Quantity of the related Sales Part.
• If the Customer Order line is returned or scrapped the Price Quantity of Returned or Scrapped parts will also be deducted from the Current Cumulative Quantity of the respective Sales Part.

Moreover, when products are added to, modified in, or removed from the Shopping Cart, the Current Cumulative Quantity is updated based on the Price Quantity of the lines, provided it falls within the Max Cumulative Quantity of the Sales Part.

When Package Parts are considered:

• For Maximum Amount Validation, only the Net Amount of the entire Package is considered. The Net Amount of individual components does not update the Current Cumulative Amount.
• For Maximum Quantity Validation, only the Price Quantity of the Package Part is considered.  

For Sales Parts in Sales Quotations and Business Opportunities:

• Even if the Price Qty of the Sales Quotation line surpasses minimum quantity in the agreement, Cumulative Validation Methods are ignored. However, the Customer Agreement will still be used as the Price Source.
• If a Customer Order is created from a Sales Quotation or Business Opportunity: The Customer Order lines for Sales Parts are excluded from Cumulative Value Validation.

Note that the Rental Parts are NOT considered for the Cumulative Values Validations.

Note:

When the Customer Agreement is in the Closed state, any modifications done in the Customer Order line or Shopping Cart line will not reflect on the Customer Agreement.

Example:

In the Order line,

Sales Qty = 20

Price/Curr = 100

Net Amount = 2000

 

In the Customer Agreement,

Validate Cumulative Values = Using Maximum Amount

Current Cum Amount gets updated with 2000.

If you close the Customer Agreement and change the Sales Qty of the Customer Order line to 10, the Current Cumulative Amount will not get updated. (This will be same for Cumulative Quantity Validation)

Since the Price Query page is applicable to Sales Quotations, Customer Orders, and Business Opportunities, the Cumulative Amount and Quantity Validations are excluded when verifying the sources on this page.

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