| | Generate (Project) Structure for Sales Orders (tdsls4244m000)Use this session to generate the following
structures for items on the sales order line with the Order Policy field in the Item - Ordering (tcibd2100s000) session set to To Order or Anonymous: Whether a project structure and/or a product structure is
generated for To Order or Anonymous items, depends on the settings of the following
check boxes: - The Make Customized check box in the Sales Order Lines (tdsls4101m000) session
- The Generate Project Parts for Cost/Service Items check
box in the current session
- The Generate Project Parts for all orders check box in
the current session
Note - If the order policy of a generic item is Anonymous, no project structure is generated for the item,
only a product structure. As a result, the generic item is converted into a
newly configured standard item,
instead of a customized item. The
configuration of a generic item without a PCS project linked to it has the
advantage that you do not need to calculate project costs you do not require,
nor delete the project structures afterwards.
- You can generate one project structure for each sales order
or consolidate a range of sales orders into a single project structure.
- If you choose to create one project structure for each
order, you can use the sales order number as the project number.
- If you generate the structure of a generic item without a PCS
project linked to it, the newly configured standard item has no project code as
a distinctive feature. To make the item code distinctive, clear the Identifying Item Code in the Product Configuration Parameters (tipcf0100m000) session. As a result, LN adds a sequence number
to the item code of the generic item to generate new item codes for each
product variant. New item codes are generated for the end item derived from the
generic item, and for all materials of the end item that are To Order.
To customize unit effective items If you want to customize a unit effective item by using the Generate (Project) Structure for Sales Orders (tdsls4244m000) session, a full copy method
is used. This means that the complete bill of material as well as all
operations, applicable to all effectivity units, are copied to the PCS project.
In addition, all exceptions linked to BOM lines and operations are copied. If you make changes to an effectivity unit in a PCS project,
for example, by changing the effectivity unit on the linked sales order, you do
not need to regenerate the PCS project, because all data related to the unit
effective item is already present. Furthermore, the changed design of an
effectivity unit is automatically taken into account for the next order
planning run in Enterprise Planning. Note - Unit effective routings are not copied to the PCS project.
Similar to routings that are not unit effective, either the default routing of
the unit effective item, or a routing based on fixed order quantity or economic
order quantity is copied to the PCS project.
- This functionality does not apply to generic items.
Generation Method Select the order generation method used to generate an item
structure for sales orders. Engineer-to-Order LN creates a customized item for the item you entered on the sales order line, as
well as a customized BOM and a customized routing. As a result, if a child in a
BOM has the Order Policy set to To Order,
a customized item is created for the child after which it is inserted in the
parent's customized BOM. Standard-to-Order LN only creates a customized item for the To Order item on the sales order line. LN does not create a customized BOM or a
customized routing at any level in the product structure.
Note Irrespective of the value of this field, LN always generates the
item structure for Anonymous generic items following the Engineer-to-Order generation method. As a result, LN creates a configured
standard item for the item on the sales order line with a customized BOM and a
customized routing. Project Series The series for the Project Number Group, as displayed in the Project Control Parameters (tipcs0100m000) session. Initial Project Status The status of the project, which restricts the functionality
that you can use for the project. Free LN creates the customized item, but cannot generate planned orders for the project
in Enterprise Planning. Simulated Planning is allowed, but you cannot transfer the planned
orders for the project to the execution level. This status is often used to
determine the lead time for a project in the negotiation phase with the
customer. Active You can execute all activities for the project, such as
planning, transfer, and execution of orders.
Create a Project per Sales Order If this check box is selected, a project is created for each
sales order. All items in the various lines of the sales order receive the same
project code when the project is generated. Note If the Link Installments to Projects check box is selected
in the Sales Order Parameters (tdsls0100s400) session, this check box is by default
selected and unavailable. Equate Project with Sales Order If this check box is selected, the number created for
the project is equal to the sales order number. If this check box is cleared, you
must define Project Series to generate a project code. Check Standard Item Inventory If this check box is selected, inventory is checked to
find out whether the desired customized end item is already available in
inventory as a standard item. If so, then no new customized end item is
created. Note This check is only carried out for generic end items with
order policy To Order. For generic end items with order policy Anonymous, no inventory check is performed and a new
customized item is always generated, irrespective of whether or not this check
box is selected. Ignore Warehouse from BOM If this check box is selected, a warehouse is defaulted
to the order line by using the standard warehouse defaulting logic for manually
entering an order line. Standard warehouse defaulting logic - Product variant (only for Manufactured items with the default supply source set to Assembly in the Item - General (tcibd0101s000) session).
- Ship-to Business Partner.
- Item Sales Data.
- Sales Order Header.
- User Profile.
- Item Ordering Data.
- Sales Office.
If this check box is cleared, the Warehouse from the Bill of Material (tibom1110m000) session is defaulted to the order line. Print to predefined Device If this check box is selected, the report is printed on
your default printer. If this check box is cleared, the report is printed on
an alternative, to be specified printer. Create Order Lines for Phantom If this check box is selected, sales order lines for phantom items are replaced by sales order lines for the
components of that same phantom. Note The components' sales order price is calculated based on
the following: - The price, discount, and quantity for the generic item that
is originally entered on the sales order line.
- The number of different components.
- The order quantity for each component.
The original price/discount of the parent (generic) item is
incorporated in the component's sales price. After calculation of a component's
sales price, the link with the original price is broken. Caution! After the sales price is calculated for the order lines with
the components, and you want to recalculate the price/discount for a component
in the Recalculate Price and Discount (tdpcg0240s000) session, take into account that the
product variant price is assigned to the line and that LN does not use the
parent item's price and/or discount. As a result, it is your task to split and
calculate the new price for the different lines with the
components. Example | Item | Price
(Euro) |
|---|
| Product variant
GEN1 | 120 | | Generic item
A | 90 | | Component 1 | 30 | | Component
2 | 30 | | Component 3 | 30 |
- Generic item A and product variant GEN1 are entered on
sales order line 10. Generic item A, which is linked to product variant GEN1,
is defined as a phantom item. Because a discount of 30 Euro is entered on this
sales order line, the price is 90 Euro.
- The product variant is configured with the features
(components) 1, 2, and 3.
- The Generate (Project) Structure for Sales Orders (tdsls4244m000) session is run with the Create Order Lines for Phantom check box
selected.
- On sales order line 10, LN automatically replaces
Generic item A with component 1 and adds order lines 20 and 30 for the
components 2, and 3.
If component 3 must be ordered twice, the prices on
the order lines are: - Order line 10: 30 Euro
- Order line 20: 30 Euro
- Order line 30: 15 Euro
- If you decide to recalculate the price/discount for order
line 20, LN comes up with
the product variant price of 120 Euro.
As a result, you must perform the
following: - Change the price for order line 10 from 30 to 40 Euro.
- Change the price for order line 10 from 120 to 40
Euro.
- Change the price for order line 10 from 15 to 20
Euro.
Generate Project Parts for Cost/Service Items Together with the Generate Project Parts for all orders check box, this
check box determines whether anonymous purchased, manufactured, cost or
service items can be linked to a project as a project part. Setting 1 The Generate Project Parts for Cost/Service Items and Generate Project Parts for all orders check boxes are
both cleared. In this case, LN only takes into account the sales orders
that contain at least one sales order line with the Make Customized check box selected for the item. For these orders: - The anonymous cost and service items are not linked as
project parts.
- The anonymous purchased and manufactured items are linked
as project parts.
Setting 2 The Generate Project Parts for Cost/Service Items is
selected, but the Generate Project Parts for all orders check box is
cleared. In this case, LN only takes into account the sales orders
that contain at least one sales order line with the Make Customized check box selected for the item. For these orders: - The anonymous cost and service items are linked as project
parts.
- The anonymous purchased and manufactured items are linked
as project parts.
Setting 3 The Generate Project Parts for Cost/Service Items is
cleared, but the Generate Project Parts for all orders check box is
selected. In this case, LN takes into account all sales orders and not
only the ones with the Make Customized check box selected for one of the
lines. For these orders: - The anonymous cost and service items are not linked as
project parts.
- The anonymous purchased and manufactured items are linked
as project parts.
Setting 4 The Generate Project Parts for Cost/Service Items and the Generate Project Parts for all orders check boxes are
both selected. In this case, LN takes into all sales orders and not only the
ones with the Make Customized check box selected for one of the
lines. For these orders: - The anonymous cost and service items are linked as project
parts.
- The anonymous purchased and manufactured items are linked
as project parts.
Note - To prevent you from processing the same orders and linking
the same items as project parts, in this session, LN does not take into
account the sales order lines for which the Make Customized check box is cleared, but the Project is filled in the Sales Order Lines (tdsls4101m000) session.
- You can view and maintain project parts in the Project Parts (tipcs2111m000) session.
Generate Project Parts for all orders Together with the Generate Project Parts for Cost/Service Items check
box, this check box determines whether anonymous purchased, manufactured, cost or
service items can be linked to a project as a project part. Important! If you add, for example, a new sales order line to an
existing order for which a project structure is already generated, you can
select this check box to indicate that the new item must also be linked to the
project as a project part. In addition, if the Create a Project per Sales Order check box is
selected in this session, the sales order's project is used. If the Create a Project per Sales Order check box is
cleared, the project part is linked to a new project. Note - To prevent you from processing the same orders and linking
the same items as project parts, in this session, LN does not take into
account the sales order lines for which the Make Customized check box is cleared, but the Project is filled in the Sales Order Lines (tdsls4101m000) session.
- You can view and maintain project parts in the Project Parts (tipcs2111m000) session.
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