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Basic contract types
In addition to the standard basic contract that is concluded between a purchasing company and a supplying company, several other types of basic contract can be defined for special ordering processes.
The following types of contract are available:
Conto per Diversa (CPD) contract
Standard contract
A standard basic contract is concluded between a purchasing company and a supplying company and defines the general terms and conditions under which goods are ordered and supplied. A basic contract always applies to a specific supplier catalog. Goods can only be ordered from catalogs for which there is a valid basic contract.
Conto per Diversa (CPD) contract
A Conto per Diversa (CPD) contract makes it possible to order goods from suppliers who are not registered in Impact Ordering and whose catalogs are not available in the system. A CPD contract is concluded between a purchasing company and a generic supplier for a generic catalog. The generic supplier represents any supplying company from which goods may be ordered. The generic catalog represents any catalog that is not available in Impact Ordering; it does not contain any products. The generic supplier and catalog act as "placeholders" for suppliers and products that are unknown to the system. Users enter the actual supplier and product data in the basket when they request the goods.
When you create a CPD contract for a purchasing company, the button Add freeform product is displayed in the baskets of users to whom the generic catalog is assigned. When users click this button, they can enter details of the product that they want to order and details of the supplier in the Master data and Addresses tabs of the basket item.
Note: CPD contracts are intended for one-off orders from suppliers who do not regularly supply goods to the purchasing <company>. If goods are ordered regularly from a supplier whose catalogs are not available in Impact Ordering, you should create the supplier in the system, create a standard basic contract with the supplier and assign the generic catalog to the supplier. Users can then enter the details of products that they want to order from the supplier in the basket, but do not have to enter the supplier's address details, as these are automatically taken over from the basic contract.
To create a CPD contract:
- Create a generic supplying company, for example CPD Supplier (to create a company you need to have the necessary authorization, for example company administrator). Make sure that the option Supplier company is activated in the Master data tab of the company profile.
- Create a generic supplier catalog, for example CPD catalog (to create a catalog you need to have the necessary authorization, for example catalog manager). Make sure that the option Create user catalog is activated in the Catalog tab.
- Create a basic CPD contract (to create a basic contract you need to have the necessary authorization, for example purchaser). From the Contract type selection list on the Master data tab of the basic contract, select the option Conto per Diversa. In the Purchasing company field, enter the name of the purchasing company. From the Supplier selection list, select the name of the generic supplier. From the Catalog list, select the name of the generic catalog. Save your changes.
Abstract contract
An abstract contract is concluded between a purchasing company and any number of supplying company and is based on an abstract catalog. An abstract catalog is created by a user with the authorization set Catalog manager. An abstract catalog does not contain specific products of a single supplier, but generic products that reference equivalent products of different suppliers. An abstract contract make it possible to order from the supplier with the most favourable terms when several suppliers offer equivalent products. Basic contracts must be created for all participating suppliers with the contact supplier completed.
When a user selects a generic product from an abstract catalog, Impact Ordering compares the individual supplier products that are referenced by the generic product and adds the most favourable product to the user's basket.
If a user selects a generic product for which no references exist, a price request is sent to all suppliers that are assigned to the abstract contract.
Reseller master contract
This type of contract is only available if you use the Market place module in your system. When you use this module, a market place operator or "reseller" receives companies'organisations' orders and forwards them to the supplier. The supplier delivers the goods directly to the individual companies, but the invoice is sent to the reseller, who passes on the charges to the ordering companies. Automatic forwarding of these orders and the use of correct prices is achieved by means of two contract types: a reseller master contract and a reseller client contract.
The reseller contract represents the relationship between the supplier and the reseller as a major customer, with the most favourable prices. All supplier- specific information, such as the grouping of orders, dispatch methods for order and delivery note, supplier addresses, regular delivery time, whether order confirmations and delivery notices are to be sent and within which timescale, complaints configuration, tolerance values for invoice processing, language and currency, is set in it. This data may no longer be changed in the dependent contract. The data on automatic receipt of goods cannot be set, this is defined specifically for each customer in the dependent contract.
The correct price for the ordering company is set with the selection of the price group.
Reseller client contract
The Reseller client contract creates the relationship from the customer to the supplier via the reseller. The associated reseller contract can be selected and then supplier-specific data such as the name of the supplier and catalog can be fixed. The validity of the customer contract is within the timeframe of the reseller contract.
The order dispatch method and grouping data are taken from the reseller contract in the Orders tab.
The supplier addresses in the Addresses & Account tab cannot be changed. Data concerning delivery and complaints is also applied from the reseller contract in the Receipt of goods & Complaints tab.
Settings relating to the automatic receipt of goods are not entered by the reseller, but are entered by the customer himself, as the goods will be delivered directly to him. Only the receipt of goods confirmation after invoice is linked to the receipt of the invoice by the reseller, so that the customer may not yet have received the invoice.
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