Linking a Contract to a Master Contract

Procedure
1. On the initial screen, choose Logistics Sales and distribution Sales.
2. Choose Outline agreement Contract Create.

You can also link existing contracts to master contracts. In this case, choose Outline
agreement Contract Change. Then enter the contract number and go to step 6.
3. Enter the contract type and, if necessary, the organizational data.
The values for sales organization, distribution channel, and division may be proposed
from the user parameters. Entries for the sales office and the sales group are optional.
4. Choose Enter.
If you have activated the check for existing master contracts in Customizing and master
contracts already exist for the customer, a dialog box appears. You can branch from the
dialog box into the list of master contracts and select a suitable master contract from the
list by placing the cursor on the master contract and choosing Copy.
If no dialog box appears, you reach the contract overview screen. Either enter a master
contract number or search for a suitable master contract using a matchcode.
5. Choose Enter.
The system determines whether the reference is valid by checking that
The contract type can refer to the master contract type
The identical fields match
If the reference is valid, the system copies the data from the master contract into the
contract according to the referencing procedure assigned to the master contract.
If the reference is not valid, the system issues an error message. If the identical fields do
not match, it deletes the number in the Master contract field. In this case, either enter a
suitable master contract number or check the settings in the Customizing activity Define
Referencing Requirements.
6. Enter any other data you require.

The referencing procedure in the master contract controls whether you can change the
data which was copied from the master contract.
7. Save the document.
Result
The system issues a message informing you of the number under which it has saved the
contract. The contract is linked to the master contract. The referencing procedure in the master
contract controls how the system reacts when changes are made to either the master or lower
level contract.
Once a contract has been linked to a master contract, you can no longer change the referencing
procedure in the master contract.

Creating Master Contracts
Procedure
1. In the initial screen, choose Logistics Sales and distribution Sales.
2. Choose Contract Create.
3. In the Contract field, choose the contract type Master contract (GK is the master contract
type in the standard system) and, if necessary, the organizational data.
The values for sales organization, distribution channel, and division may be proposed
from the user parameters. Entries for the sales office and sales group are optional.
4. Choose Enter.
5. Enter the number of the sold-to party in the Sold-to party field.
6. Choose Enter.
7. Check the data on the following screens and, if necessary, enter additional data:
Business data
Partner
Contract data
Billing plan
8. Save the document.
Result
The system issues a message informing you of the number under which it has saved your
master contract. You can now link contracts to the master contract.
See also:
Linking a Contract to a Master Contract