Product variants in Sales

In Sales, you can generate product variants for configurable items, which are items that have the Configurable check box selected in the Item - General (tcibd0101s000) session.

In the Item - General (tcibd0101s000) session, Manufactured items with the Default Supply Source set to Assembly and Generic items, are always configurable.

Note

For items with the default supply source set to Assembly in the Item - General (tcibd0101s000) session, the following are applicable:

  • If the Sell Multiples of Same Configuration check box is cleared in the Assembly Planning Parameters (tiapl0500m000) session, the order quantity is limited to one on a sales order line. Only if the Sell Multiples of Same Configuration check box is selected in the Assembly Planning Parameters (tiapl0500m000) session, you can enter an item with an order quantity greater than one and sell multiples of the same assembly product variant, which results in several assembly orders linked to one sales order line. To identify the product variant, the various assembly orders and the sales order line have the same specification. These items are also called assembly items. For more information, refer to To sell multiples of product variants for assembly and Assembly items.
  • The Configure by PCF check box in the Assembly Planning Parameters (tiapl0500m000) session determines whether you must configure the item in Product Configuration or whether LN automatically generates a product variant for the item in the Product Variants - Inventory & Configuration (tiapl3600m000) session.
To link product variants

If the item is a configurable item, you can choose to immediately configure the item at line entry in the Sales Order Lines (tdsls4101m000) and Sales Quotation Lines (tdsls1501m000) sessions. If you want to configure the product variant after the sales line is saved, on the appropriate menu, click Configurator to configure the product variant from the Configure product variant (tdsls4119s000) session.

You can also choose to link an existing product variant in the Product Variant field of the Sales Order Lines (tdsls4101m000) and Sales Quotation Lines (tdsls1501m000) sessions.

Product variants can be configured or selected here:

Default Supply SourceItem on sales order/quotationConfigure by PCF parameterConfigure product variantSelect product variant from session:
Shop FloorGenericNot applicableProduct Configurator (tipcf5120m000)Product Variants (tipcf5501m000)
AssemblyGenericSelectedProduct Configurator (tipcf5120m000)Product Variants - Inventory & Configuration (tiapl3600m000)
AssemblyGenericClearedNot applicableProduct Variants - Inventory & Configuration (tiapl3600m000)
AssemblyManufacturedSelectedProduct Configurator (tipcf5120m000)Product Variants - Inventory & Configuration (tiapl3600m000)
AssemblyManufacturedClearedNot applicableProduct Variants - Inventory & Configuration (tiapl3600m000)

 

Note

If LN is integrated with the BuyDesign advanced configurator, the product variant is configured in BuyDesign and not in the Product Configurator (tipcf5120m000) session. For more information, refer to Advanced Configurator.

To reuse product variants

On different sales order/quotation lines of the same sales order or quotation, a specific product variant can be used multiple times.

This functionality can only be used if the following settings are applicable:

  • The Identifying Item Code check box is selected in the Product Configuration Parameters (tipcf0100m000) session.
  • The Equate Project with Sales Order check box is selected when generating a project structure for the configured item in the Generate (Project) Structure for Sales Orders (tdsls4244m000) session.
  • The Allow re-use of Configurations check box is selected in the Product Configuration Parameters (tipcf0100m000) session.
Example
Generic itemFeatureOptions
100: Chair XColor1: Red
2: Blue
Height1: A
2: B

 

Sales order/quotation after the configuration is saved:

OrderPositionItemDescriptionVariantOptions chosen
1235TextClassroom 1a--
10100Chair X10Color Red, Height A
15100Chair X11Color Red, Height B
20TextClassroom 1b--
25100Chair X10Color Red, Height A
30100Chair X11Color Red, Height B

 

Sales order/quotation after the project structure is generated in the Generate (Project) Structure for Sales Orders (tdsls4244m000) session:

OrderPositionItemDescriptionVariantOptions chosen
5TextClassroom 1a--
12310100-1-AChair X, Color Red, Height A10Color Red, Height A
15100-1-BChair X, Color Red, Height B11Color Red, Height B
20TextClassroom 1b--
25100-1-AChair X, Color Red, Height A10Color Red, Height A
30100-1-BChair X, Color Red, Height B11Color Red, Height B

 

Checks applied in the example

  • After configuration of order line 15, the same item is found on line 10. The new item code of position 10 (123/100-1-A) and the item code of line 15 (123/100-1-B) are different. Therefore, order line 15 is accepted.
  • After configuration of order line 25, the same item with the same options is found on line 10. The new item code of position 10 and the item code of line 25 are the same: 123/100-1-A. Order line 25 can only be accepted if the Allow re-use of Configurations check box is selected.

The item code of position 10 and 25 are the same. In the Item - General (tcibd0101s000) session, the Product Variant for item 123/100-1-A is 10.

Important

The Generic Item - Settings for Data Generation (tipcf3101m000) session has an impact on the expected result:

  • In the example, the settings from this session are used: the selected options are part of the generated item code. If you select another option, a different customized item code is generated.
  • If the settings for data generation are not defined in the Generic Item - Settings for Data Generation (tipcf3101m000) session, the customized item code is based on order number – item code, so 123-100. In this case, position 15 would have ended in an error message: the customized item code is the same as position 10 but the options are not the same.
To update sales order/quotation lines

When you insert an existing product variant on the sales order/quotation line, the following fields are updated on the sales order/quotation line:

Effectivity UnitFor items with the Default Supply Source set to Assembly and an effectivity unit linked to the product variant in Assembly Planning (APL).
WarehouseFor Manufactured items with the Default Supply Source set to Assembly.
Work CenterFor Generic items with the Default Supply Source set to Assembly.
Sales Price-
Serial NumberIs updated when the linked assembly order is sequenced. The sales order cannot be released to Warehousing without this number.
Cost Price

Is updated after you do one of the following:

  • Click Calculate Cost Prices in the Product Variants (tiapl3500m000) session.
  • Freeze the assembly order.

 

Note

For Manufactured items with the Default Supply Source set to Assembly and the Sell Multiples of Same Configuration check box selected in the Assembly Planning Parameters (tiapl0500m000) session, multiple assembly orders can be linked to one sales order line, which means the sales order line cannot be updated with a serial number. Therefore, Warehousing enters serial numbers in a lot and serial set, which you can view by clicking the Lot and Serial Set... button in the Sales Order Actual Delivery Lines (tdsls4106m000) session. By means of this set, multiple serials are linked to the delivery line.

To update product variants

When you change the Planned Delivery Date or the Order Date/ Quotation Date on the sales order/quotation line, the following fields are updated on the linked product variant:

Changed field on sales order/quotation lineUpdated field on product variantUpdate restrictions
Planned Delivery DateRequested Offline DateNone
Planned Delivery DatePlanned Offline Date
  • Product variant status is Open.
  • No assembly orders exist.
Planned Delivery DateProduct Configuration Date
  • Product variant status is Open.
  • No assembly orders exist.
  • The Configuration Date (PCS) is set to Delivery Date in the Sales Parameters (tdsls0100s000) session.
  • The product variant is not configured by Product Configuration.
Order Date/ Quotation DateProduct Configuration Date
  • Product variant status is Open.
  • No assembly orders exist.
  • The Configuration Date (PCS) is set to Order Date in the Sales Parameters (tdsls0100s000) session.
  • The product variant is not configured by Product Configuration.

 

Note

For Manufactured items with the Default Supply Source set to Assembly and the Sell Multiples of Same Configuration check box selected in the Assembly Planning Parameters (tiapl0500m000) session, multiple assembly orders can be linked to one sales order line, and therefore multiple planned delivery dates can be applicable for a sales order line. As a result, date changes are not updated to the product variant.

To unlink product variants

On the sales order/quotation line, you can unlink a product variant.

Unlinking does not remove the product variant, but removes only the reference to the sales order or quotation on the product variant and on the assembly order, if applicable. In the Product Variants (tiapl3500m000) and Product Variants (tipcf5501m000) sessions, the Reference Type remains Sales Order, Sales Quotation, or Standard Variant.

The unlinked product variant can be reused by another sales order/quotation.

Note

For items with the Default Supply Source set to Assembly, the following are applicable:

  • In the Assembly Planning Parameters (tiapl0100s000) session, the Allow Assembly Orders for Unsold Product Variants check box determines when you can unlink product variants.
  • If a Manufactured item is rejected during warehouse inspection, the product variant status changes to Cancelled. You can then cancel the linked sales order line or remove the product variant from the sales order line. If required, you can link another product variant.