Webinar: Use customer contracts in SAP Business ByDesign for automation

Hendrik Neumann

Minimize administrative effort, automate as many processes as possible

As in all other business areas, this is the credo in contract management. In addition to conventional customer orders, the Cloud ERP Suite SAP Business ByDesign also offers automation functionalities for customer contracts.

Customer contracts are ideal for mapping recurring tasks or orders with customers. We have created a small 30-minute digital lesson to help you learn about these automation functions using practical examples.

What you are going to learn in this webinar:

  • How to map recurring tasks or orders with customers using customer contracts
  • For example, the collection of regular fees or lump sums for the provision of services and maintenance
  • How to make work as easy as possible for your managers in the company – with automation functions and simple payment overviews

This webinar is the right place for you if:

  • You hold or manage a position in the finance department
  • You’re the managing director of a company
  • You are a sales employee who needs an overview of the payments made or outstanding by the customer

 

 

Helpful tips with application examples in 30min

Secure valuable knowledge for yourself that will make your daily work easier. You are very welcome to forward the link to the webinar to your colleagues. Sharing is fun, isn’t it? We are happy to share our knowledge with you. If you have any further questions about process automation with SAP Business ByDesign, please feel free to contact us. And if you have any suggestions for another “digital lesson,” please let us know.

Learn more about process automation with customer testimonials in SAP Business ByDesign

Customer contracts are a great tool with which you can map recurring tasks or orders with customers:

  • Collection of regular fees or flat rates for the provision of services and maintenance, also via SEPA Direct Debit Mandate
  • Maintenance with spare parts and services on a time and material basis

This makes work as easy as possible for the person responsible. For example, regularly recurring payments can be automatically created and posted via an invoice schedule. Using the payment overviews in SAP Business ByDesign, the sales employee can obtain an overview of payments already made or outstanding at any time.

Contract extension and termination

Because customer contracts typically run for a pre-defined period of time, the issue of contract renewal or termination plays an important role. The SAP Business ByDesign Suite helps you to extend your contract up to and including the creation of new contract items, taking into account adjusted prices, using pricing from the system. You have the option of deciding whether contracts should be automatically renewed or whether the sales employee should first receive information. In this case, the sales employee could decide after an appointment with the customer whether to renew the contract that is currently being prepared. If a customer contract is to end, this can take place over a fixed period of time or unscheduled. The sales employee’s decision on the accepted end of the contract and the processing of any outstanding invoices create the necessary transparency.

Integration into existing processes

In addition to the operative topics relating to customer contracts, you have the option of using a quotation process that is tailored to contracts. This is of course taken into account in the classic sales evaluations. Furthermore, an integrated revenue accrual on outstanding revenues as well as a preconfigured reporting round off the topic of customer contracts. An individual PDF form, which can be adapted to your corporate design needs, ensures the right appearance for the customer.

Customer contracts offer an option for automation and considerably reduce the number of sales documents in your results reports.

Powerful tool, easy to implement

With its customer contracts, SAP Business ByDesign provides a powerful tool for clearly mapping the jumble of recurring customer orders in a single object without losing track of them.