| | General sales dataBefore you can complete sales procedures, you must specify
general sales data, such as data to track order changes and to determine the
reason for the changes, the conditions and reasons for automatically blocking a
sales order, and order priority simulations. Specifying data to track order changes and to determine the
reason for the changes Sales orders can be dynamic documents, as a sold-to business
partner’s requirements can change during the life cycle of the order process.
In the sales master data, you can specify information to track these
adjustments and the reasons why changes were made. Change codes and
acknowledgement codes are used to track various changes in an order. Although
this functionality was designed to work specifically with EDI, a company
without EDI functionality can also use these codes for recording
changes. You can use change codes to maintain information regarding order
changes that are tracked for historical purposes. You can use acknowledgement
codes to manually add change information to the order document, after which
these changes are communicated to the sold-to business partner by means of a
sales order acknowledgement. To be able to maintain and track changes, take the following
steps: - Use the Change Reasons (tdsls0197m000) session to maintain codes that represent the change
reasons, which can be assigned to a changed order or an order acknowledgement
to clarify why a change is made. This information can be tracked for historical
reporting.
- Use the Change Types (tdsls0198m000) session to define change types that indicate the kind
of change of a changed sales order or order acknowledgement. Possible types of
change are, for instance, change order line, add order line, change header
data, and so on. The change types are assigned to the sales order after the
change is made to the order.
- Use the Sales Order Parameters (tdsls0100s400) session to define various default change
codes and change types, which are defaulted to the sales order line in case of
changes.
- Use the Sales Order - Change Order Sequence Numbers (tdsls0153m000) session to define
optional numbers that are used to assign the occurrence of changes to an order
or order acknowledgment. The sequence numbers defined here are used to group an
occurrence of changes to an order. This session is usually accessed from the
sales order screen, as the actual order number must be specified.
- Use the Sales Acknowledgments (tdsls0154m000) session to define sales order
acknowledgements and the destination of the codes, which can be Header, Line, or Any. The
acknowledgement code contains a group of information, which appears on the
sales acknowledgment document. This code can represent the reasons for a change
of a sales order.
- Use the Sales Acknowledgment Assignments (tdsls0155m000) session to define the
information to be included in the sales order acknowledgment document as
indicated by the acknowledgment code. You can assign acknowledgment codes to
specific fields on a sales order line, which are the default codes when a
change occurs to a specific field. You must also define the action (Add line,
Change line) and the source (EDI, Manual, or Any) that result in the
acknowledgment code assignment. For example, if you manually add an order line
to an existing sales order and the order quantity is changed, LN assigns the specified
acknowledgment code to the sales order line.
Specifying reasons for order blocking On occasion, it may become necessary to block sales order entry
for a business partner, or to stop the processing of a business partner’s sales
order. You can define the conditions for automatically blocking a sales order
and define hold reasons stating why the order was blocked. This gives you time
to review the order and to take appropriate action. Many reasons can exist for
placing a hold on a sold-to business partner’s order. For instance, sold-to
business partners can have exceeded their credit limit, have overdue invoices,
or can be disputing an invoice, and so on. If you want to use the order blocking functionality, you must
specify the following master data: - To enable blocking review and to take appropriate action, use
the Hold Reasons (tdsls0190m000) session to define and track this
information.
- In the Hold Reasons by Business Partner Type (tdsls0593m000) session, specify the action to
take when a sales order line is blocked for a particular reason, which depends
on the business partner type and hold reason.
- In the Sales Order Parameters (tdsls0100s400) session, specify when orders must be
automatically blocked. On the Blocking tab, define standard blocking situations. On
the Reasons tab, attach a reason for a blocking situation.
- Define the step at which the sales order procedure is
interrupted automatically in the Block As of Activity field of the Sales Order Type - Activities (tdsls0694m000) session. When an order (line) is blocked,
the procedure for this order can only be partially carried out. If a blocking
step is not defined in this session, the order procedure is not interrupted.
Specifying order priority simulations If you want to use order priority simulations, you must
specify the following master data: - Set the method that is used to determine the order priority to Simulation in the Order Priority Method field of the Sales Order Parameters (tdsls0100s400) session. As a result, the order priority is
calculated based on the values of the fields defined in the simulation code.
- Use the Priority Simulations (tdsls4524m000) session to define the codes that are used
to create priority simulations. A priority simulation consists of an
identifying code and description, a sort sequence and a sort mode. The sort
sequence and the sort mode are criteria by which sales orders are sorted. The
way the orders are sorted determines the priority. To create a simulation, the
sorting criteria defined in the simulation code are applied for a group of
sales orders selected by the user. You can select six fields for each
simulation code to sort sales orders. LN takes the default fields from the sales
order lines table, but you can also use fields from sales orders and business
partners.
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