Sales Contract per WBS Element

Reports
Sales Contract (Billing Schedule) per WBS Element Report

Contents

Overview
Displaying the Sales Contract (Billing Schedule) per WBS Element Screen
Entering the Fields on the Sales Contract (Billing Schedule) per WBS Element Report
Executing the Report
Reading the Sales Contract (Billing Schedule) per WBS Element Report
Reading the Display Contract Overview Report

 

Overview

You can use this report to find out sales contract information for sponsored agreements by looking up a specific WBS element.

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Displaying the Sales Contract (Billing Schedule) per WBS Element Screen

Use the following navigation path from the User Menu screen or type in the transaction code from any screen:

Navigation Path:

- User Menu
- Role ZMIT
- Reports
- Research Reports
- Customer Reports
- Sales Contract per WBS elem.

Transaction Code :

/nzva2

Result: The " Sales Contract (Billing Schedule) per WBS Element Screen " is displayed.

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Entering the Fields on the Sales Contract (Billing Schedule) per WBS Element Screen

screen capture:  Sales Contract (Billing Schedule) per WBS element entry screen

1. Type in the WBS element you want to display contracts on.

2. (optional) If you want to see the unused and outdated contracts, click in the box to deselect Exclude Rejected contracts. The default is to exclude rejected and unused contracts.

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Executing the Report

Click the Execute button Execute button (F8) to run the report.

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Reading the Sales Contract (Billing Schedule) per WBS Element Report

The contracts are listed by line item for the WBS you entered.

screen capture:  Sales Contract per WBS element report

To see each contract in more detail:

1. Select the contract. (All contracts are selected by default. Use the Deselect All Deselect All button button to deselect all contracts and then select them individually.)

2. Click the Execute button Execute button (F8) to run the report.

Result: The "Display Contract Overview" screen is displayed.

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Reading the Display Contract Overview Report

This report is a series of tabbed screens that show detailed information on each contract.

Billing and Pricing information Highlights:

1. Scroll to the right to see the ItC (item category) field on the "Overview" screen for information on invoices. The values are either ZCN2 or ZCN3.

  • ZCN2 indicates that the invoices created will post revenue to the WBS at the time the invoice is created.

  • ZCN3 means that the invoices created will post deferred revenue. Revenue will not appear on the monthly statement for the WBS until the billing period. For instance, an invoice is created in November for billing period January - March. A third of the revenue will appear on the January monthly statement. The next third will appear on the February monthly statement and the last third will appear on the March monthly statement.

2. Double-click on a line item, or click on the Bill. plan button (on the bottom) to see a billing schedule.

screen capture:  Display Contract Overview screen

3. Click the Item conditions button item conditions button (on the bottom) to see the pricing conditions for each contract.

Result: The "Display Contract: Item Data" screen is displayed.

4. Click the Account assignment tab (use the Tab list button Tab list button to find it) to see the WBS and profit center assigned to the account.

5. Click the Back button Back button to return to the "Display Contract: Overview" screen.

6. Click the Contracts button button (on the top) to run a selection report where you can see open contracts, all contracts, or only your own contracts for the sold-to party.

screen capture:  List of Contracts

Result: The "List of Contracts" screen is displayed.

7. Enter the selection criteria on the screen and click the Enter button Enter button .

Result: The contracts you specified are listed.

8. Keep clicking the Back button Back button to return to the User Menu screen.

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