General Description #

The weekly sales contract planning report provides information on all planned sales orders. The report includes various details for each planned period (week). This report contains information about future sales orders based on contract planning. The report includes information such as planned, invoiced, delivered, and finalized quantities for the planned weeks. Furthermore, it provides general information about a sales contract, such as product name, buyer, pricing, and so on.

The report is available only for the customers with configuration contracten.planning_period set to weekly.

Columns #

• Subsidiary: The subsidiary which created the contract is displayed in this column. The “Id” of the selected subsidiary is fetched in this column. On hover, displays the info text “Subsidiary that owns the contract/lot”.
• Contract date: This column gives the date on which the contract was created. The value is fetched from the field “Contract date” of the related sales contract. On hover, displays the info text “Date contract was closed”.
• Contract number: The contract number generated after creating a contract is displayed in this column. On hover, displays the info text “Contract number”.
• Counter contract number: Any contract number entered for reference is shown in this column. The value is fetched from the field “Your ref” of the related contract. On hover, displays the info text “Contract number as known by the supplier”.
• Trader: The trader column displays the trader selected for the contract. On hover, displays the info text “Trader/Sender of the contract”.
• Relation name: The relation for which the contract is made is shown in this column. The data for this is fetched from the field “Relation” of the related contract. On hover, displays the info text “Buyer/Seller of the product”.
• Logistic employee: The internal contact person associated with the contract is shown in this column. On hover, displays the info text “Responsible logistic employees”.
• Country of origin: The origin of the product is displayed in this column. The value of this column is fetched from the “origin” field of the purchase contract if the product is purchased. In case the product is made through production order, the ingredient used is the origin. On hover, the column displays the info text “Country of origin”.
• Broker: Any broker involved in the sales contract is shown in this column. The data for this column is retrieved from the field “Broker” in a related contract. On hover, displays the info text “Brokrt involved”.
• Broker contract: The contract number of the broker is mentioned in this column. The data is fetched from the field “Broker Contract” of the related contract. On hover, the column displays the info text “Broker contract number”.
• Product Code: The name of the product is mentioned in this column. The data is fetched from the field “Product” of the related contract. On hover, displays the info text “Short code of the product”.
• Product group: Group to which the product has been added to the product screen is given in this column. On hover, displays the info text “The Product group the product belongs to”.
• Packaging: The packing of products is shown in this field. The data for this column is fetched from the field “Packaging” of the related contract. On hover, displays the info text “Packing of the product”.
• Incoterms: Incoterms are the delivery conditions agreed upon by the seller and the buyer(relation) in the contract. The delivery conditions added in the sales contract’s “Delivery Condition” field are displayed in this column. On hover, the column displays the info text “Incoterms”.
• Payment condition: The payment terms agreed upon by both the seller and the buyer for payment against the Contract are in this column. The data is fetched from the field “Payment Condition” of the related sales contract. On hover, the column displays the info text “Payment conditions”.
• Currency: The currency selected for the contract is shown in this field. The data is fetched from the field “Currency” of the related contract. On hover, the column displays the info text “Currency”.
• Base Currency: The accounting currency of the operating subsidiary for the contract is displayed in this column. On hover, it displays the info text “Base currency.”
• Exchange rate: The exchange rate of the currency with the base currency of the subsidiary is displayed in this field. This currency rate is fetched from the field “exchange rate” field of the related contract. On hover, displays the info text “Currency exchange rate”.
• Price per ton F.C: The price of the product per 1000 units in the currency used in the contract is shown in this field. On hover, displays the info text “Price per 1000 units in foreign currency”.
• Price per ton in Base currency: The price of the product per 1000 units in base currency is shown in this field. This price is calculated based on the exchange rate. On hover, displays the info text “Price per 1000 units in base currency”.
• Quantity: The quantity of product planned for the week as per the contract is displayed in this column. The value for the column is fetched from the field “Agreed” of the planned week from the related sales contract. On hover, the column displays the info text “Quantity per contract line”.
• Unit: The standard in which the quantity of product is measured e.g, kilograms(kg), stuks, litres, etc are shown in this column. The value is fetched from the related contract screen field “Pricing factor”. On hover, the column displays the info text “Quantity unit”.
• Pricing Unit: This column specifies the pricing unit used for the product in the contract. The pricing unit is used for the invoicing of the orders created from the contract. On hover, the column displays the short info text “Unit the contract is priced in.”
• Contract value in F.C: The total amount for the contracted quantity in the currency used in the contract is shown in this column. The data for this field is fetched from the field “Contract Value” in the related sales contract. On hover, displays the info text “Total contract Value in Foreign currency”.
• Contract value in Base currency: The total amount for the contracted quantity in the base currency is shown in this column. On hover, displays the info text “Total contract Value in base currency”.
• Delivered Quantity: The total delivered quantity(finalized) from the stock from the contract is displayed in this column. On hover, the column displays the short info text, “Delivered quantity to stock.”
• Back to Back delivered quantity: The quantity of products ordered back to back that is, direct from purchase contract to a sales contract is given in this column. The details are fetched from the order lines of the related sales contract. On hover, displays the info text “Back to back quantities supplied”.
• Total delivered quantity: The total quantity of products supplied/delivered in the week is displayed in this column. The details are retrieved from the order lines of the related sales contract. On hover, displays the info text “Total supplied quantity”.
• Amortized: Any booked off or amortized quantity of products in the contract is shown in this column. The data is fetched from the field “Amortized” of the related sales contract. On hover, displays the info text “Extra booked off quantity”.
• Invoiced: The ordered quantity of products for which the invoice has been created is given in this field. The data for this field is fetched from the order lines of the related contract. On hover, displays the info text “The amount of the orderlines whose sales invoices are exported and have a paid date”.
• To be delivered quantity: The quantity of products that are not delivered from the planned quantity is shown in this field. The negative value in this column shows the extra quantity of products delivered compared to the planned quantity. The data in this field is fetched from the order lines of the contract. On hover, displays the info text “Open contract quantity”.
• Planned Quantity: The number of products that have been planned and ordered but not finalized yet is shown in this column. The data for this column is fetched from the order lines of the contract. On hover, displays the info text “Planned contract quantity”.
• Schedule: The schedule of planning of contract quantity week-wise is given in this field. The data is fetched from the related contract field “Schedule”. On hover, the column displays the info text “Delivery”.
• Trade Conditions: Any information related to the product delivery, trading terms, etc is shown in this column. The data in this column is fetched from “Product Textline2” of the related sales contract. On hover, the column displays the info text “Trade conditions”.
• Country: In this column, the country of the relation for which the contract is made is given. The value is fetched from the address tab of relation. On hover, displays the info text “The country code of the relation”.
• Region: Region to which a country belongs is shown in this column. The region is fetched from the country screen. On hover, the column displays the info text “Region of the country”.
• Period: Period is the week and year of the planning of the order. All the other information in the row of the report, like planned, delivered, finalized, invoiced quantity, etc is shown according to this week. The value for this column is fetched from the planning section of the related sales contract. On hover, the column displays the info text “Period”.
• Delivery date: The delivery date of the order is given in this column. The data is fetched from the field “unloading date” of the related order. On hover, the column displays the info text “Delivery date”.
• Customs reference number:  The column displays the customs reference number filled in the order line. This field is only used by companies licensed to manage and store customs goods. Documents that contain this number are, for example, Doc EX1, Doc T1 etc. On hover, the column displays the info text “Customs number field for Doc EX1, Doc T1 etc.”.
• Email approved: This column gives the information when (date and time) the contract was approved for the email to the user. The data for this is fetched from the log of a related sales contract. On hover, displays the info text “Authorised contract on”.
• Created by: The user who created the order for the planned week is shown in this column. The data for this column is fetched from the audit log of the related order screen. On hover, SCIJ-2100062 displays the info text “Created by”.
• Finalized: The order finalized column provides the information on whether the orders in the week are finalized are not. This information is retrieved from the status of order lines of the related contract. On hover, it displays the info text “Finalised”.
• Certification/Sustainability: This is a customized field for some customers that gives information about any certification added for the product in the sales contract. The data is fetched from the custom fields like “Sustainability” and “Double Counting Scheme” in the product information of the related contract. On hover, displays the info text “Certificates for the contract”.
• Quality: The quality column gives information about the number of different elements in a product that affect the quality of the product. The data for this column is fetched from the product analysis screen of the related sales contract. On hover, it displays the info text “Quality”.