Create standard terms and approve sales-condition deviations

Procedure

1. Open CRM and marketing > Standard terms of sales. Define validity, participants/segments, settlement detail/currency, payment stages, pricing and logistics terms.
2. Save and reopen the standard terms, then create or check customer-specific terms referencing them. Review any locally overridden values.
3. In a new order, compare inherited prices, discounts, contract/payment stages, warehouse and delivery date with the agreed terms.
4. Where approval is configured, assign logistics/finance/pricing/commercial approvers and submit a deviating order in pending-approval state through the order-approval action.
5. The responsible users review the sales-terms deviation report from their task list and record their decisions. Check the final order status and approval history.
6. Generate the standard-terms or agreement-price reports for the correct report date and compare saved terms/registered prices.

See also: Create a quotation and convert it to a sales order, Invoice selected lines from several orders or shipment notes.