FAQs about quota agreements

Problem:

The correct quota was not posted during contract settlement.

Solution:

Please check the "Quotas" tab in the contract to see which "quota amount" is entered in the left-hand sidebar. This quota is booked for each contract settlement (except in cases where a "different quota interval" is specified). This is therefore not related to the "items" in the contract or what may be invoiced to the customer.

A subsequent change therefore has no effect on contract settlements that have already been created and only takes effect again for the next contract settlement.

Problem:

The adjustment item does not appear on the delivery note or invoice.

Solution:

Please check the delivery note or invoice to ensure that the correct quota contract is assigned in the "Contract" column (can be made visible and placed in the desired position using the column editor).

If this is the case, please check in this contract under "Quotas -> Subgroups for billing" whether the goods or sub-goods group to which the article in this position is assigned has a "contract-related" assignment in the column for this contract. If no "own" assignment has been made for this contract, the "global" assignment in the left column applies. If the goods or sub-goods group is set to active here, the clearing item should appear. (You can manage this setting in the global settings under "Sales -> Contracts -> Quotas" in the "Goods groups" area.)

If the contract is only added manually in the document and is not already transferred, e.g., via a time with contract assignment, the clearing item only appears when the document is "saved."

Please also check whether the item to be cleared has a retail price of 0.00 or a quantity of 0. In this case, no clearing will take place either.

Problem:

The balancing item is changed to "0" in the delivery note or invoice when saving from a certain position or for all items.

Solution:

When you "create" the document, the contract-related item is first "mirrored" in the clearing item, i.e., transferred with the full quantity. Only when you "save" is the system actually checks how much quota is still available in the contract for the billing period in which the document date falls, and then clears the items starting with item 1 until the quota is used up, if necessary.

If, after saving, all or certain clearing items show a quantity of "0," then no quota is available or has been allocated for the period covered by the document date.

Therefore, please check in the contract how much quota is still "available" (for the period in which the booking date falls).

Has the contract already been settled?

Has a compensation invoice or free quota been created? (In this case, the checkbox "Transfer unused quotas to the following period" must be selected.)