Surplus handling

This topic describes how LN handles a surplus.

You can ship the components of a kit separately. The kit is the item on the sales order line. LN determines when enough items have been shipped to constitute one or more units of the sales order line item. As soon as the shipped items suffice for a sales order line item, LN can create the invoice for the sales order line.

Sales order unit and rounding factor

One unit of a sales order line item is defined according to the item's sales order units of measure and rounded down according to the sales order unit's rounding factor.

For example, if the sales order unit is KG (kilogram), and the rounding factor is 0.1 kg, and the delivered quantity is calculated as sufficient for 0.69 KG of the sales order line item, a quantity of 0.6 KG is considered to be completed.

Surplus evaluation

Surplus evaluation is the process in which LN calculates how many units of sales order line items have been completed and can be invoiced.

Normal shipping

When the shipment of component items is recorded in Warehousing, LN performs the surplus evaluation and creates the invoice lines for any completed sales order line item.

If, for the relevant sales order type, the Release Sales Orders/Schedules to Invoicing (tdsls4247m000) activity is set to automatic, every shipment line is evaluated immediately. Every completed sales order line item can result in a separate invoice line.

If, for the relevant sales order type, the Release Sales Orders/Schedules to Invoicing (tdsls4247m000) activity is not set to automatic, LN combines multiple shipment lines into one invoice line. LN creates these invoice lines after you click Release to Invoicing command in the Sales Order Lines (tdsls4101m000) session.

To check whether an activity is set to automatic, use the Sales Order Types (tdsls0594m000) details session and check the Automatic check box.

Manual changes

If, in the Sales Order Line Components (tdsls4163m000) session, you manually change the net quantity of a component line, terminate a component line, or delete a component line, LN selects the Modified check box. If you submit these changes, LN performs the surplus evaluation.

To submit these changes, in the Sales Order Lines - Components (tdsls4601m000) session, on the appropriate menu, click Submit Changes.

BOM change process

If you change the sales order line item's bill of material (BOM), and you process these changes, LN performs the surplus evaluation.

Remaining quantity

If you changed the sales order line components manually or you changed the BOM, some components that you shipped already cannot be used to form a complete sales order line item anymore. This is especially the case if a component was terminated.

Partial deliveries and rounding differences can also result in components that cannot be used to complete a sales order line item.

LN invoices these component deliveries as surplus with a sales order line delivered quantity of zero.