Background Information / Overview

CINCH supports a feature that allows users to apply sales contracts to sales to customers that are NOT the primary contract holder.  This functionality is enabled via the “allow related” setting for cross sales contract applications (Cinch Grain – general setup). 

However, this functionality did not support the application of a split sales documents (other than the primary customer) to a partner of a sales contract.  In addition, sales contract substitute item pricing was not supported with the sales contract “Partner” functionality.  The CINCH sales contract application was enhanced to allow the application of sales contract partner contract to split sales partners.

Configuration, Setup and Using the Enhancement

1. Open Contract Apply (Access from Counter Sales Entry, Invoice Maintenance, Split Details Entry)
   
2. When General Setup, Cross Customer Sales Contract setting, is set to Allow – All, the following contracts will be displayed:
   
   
   1. If both the “All Customers” & “All Ship To” checkboxes are unchecked (Default):
      1. All Sub-Item Contract lines where the Customer, Item, Ship To & Unit of Measure on the sales transaction equals the Primary or a Partner on the Sales Contract(s) will be displayed.
         
         
   2. If only the “All Customers” checkbox is checked:
      1. All Sub-Item Contract lines where the Item, Ship To and Unit of Measure match the sales transaction will be displayed.
         
         
   3. If only the “All Ship To” checkbox is checked:
      1. All Sub-Item Contract lines where the Customer, Item and Unit of Measure match the sales transaction will be displayed.
         
         
   4. If both the “All Customers” and “All Ship To” checkboxes are checked:
      1. All Sub-Item Contract Lines where the Item and Unit of Measure match the sales transaction will be displayed.
         
         
3. When General Setup, Cross Customer Sales Contract setting, is set to Allowed Related, the following contracts will be displayed:
   
   
   1. All Sub-Item Contract lines where the Customer, Item, Ship To & Unit of Measure on the sales transaction equals the Primary or a Partner on the Sales Contract(s) will be displayed.

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