Sales Quotation Lines (tdsls1501m000)

Use this session to view, specify, and update sales quotation lines.

You can start this session:

  • From the Sales Quotations (tdsls1500m000) overview session, by clicking Quotation Lines on the appropriate menu
  • From the Sales Quotation - Lines (tdsls1600m000) session, by selecting and double-clicking a sales quotation line
  • Stand-alone

 

Quotation

The document number that identifies the sales quotation.

Quotation Balance

The total amount for all quotation lines.

Quotation Currency

The currency in which the quotation amounts are expressed.

Sold-to BP

sold-to business partner

Note

You cannot change this field if quotation lines exist.

Credit Limit

The sold-to business partner's credit limit.

Credit Limit

The currency in which the credit limit is expressed.

Position

You can generate multiple alternatives for one quotation line. The main position is assigned a sequence number of zero. Sequence numbers 1, 2, 3, and so on, represent the alternatives 1, 2, 3, and so on.

Note
  • Alternatives are not included in (sub)totals and balances, and are only included in time-phased inventory movements if the Status field is not Confirmed
  • Inventory is only checked when an alternative is confirmed and transferred to an order line
  • For each quotation line only one alternative line can be confirmed and converted
Item

The code of the item that is sold.

Note
  • You can include both new and existing items.
  • If the Budget field is filled, the quotation can be for a calculation part. A calculation part is identified by the combination of a budget code and an item code.
  • If the item is a configurable item, you can choose to immediately configure the item. You can also configure the product variant at a later stage. To configure the product variant after the sales quotation line is saved, click Configurator in the current session.
  • In the Generate (Budget) Structure for Sales Quotations (tdsls1201m100) session, you can generate a budget structure, or a product structure for a configured item with the Default Supply Source set to Shop Floor in the Items - General (tcibd0501m000) session.

If the warehouse is WMS controlled:

  • And the Outbound BOM/List Items check box is cleared for the warehouse in the WMS Interface Parameters (whwmd2105m000) session, you cannot enter a list item in this field.
  • And the Serials in Inventory check box is cleared for the warehouse in the WMS Interface Parameters (whwmd2105m000) session, you cannot enter a serialized item for which the Serials in Inventory check box is selected in the Item - Warehousing (whwmd4100s000) session.
  • And the Serials Not in Inventory check box is cleared for the warehouse in the WMS Interface Parameters (whwmd2105m000) session, you cannot enter a serialized item for which the Serials in Inventory check box is cleared in the Item - Warehousing (whwmd4100s000) session.
  • And the Lots Not in Inventory check box is cleared for the warehouse in the WMS Interface Parameters (whwmd2105m000) session, you cannot enter a lot controlled item for which the Lots in Inventory check box is cleared in the Item - Warehousing (whwmd4100s000) session.
Item Description

The description of the item.

Note

If you entered an existing item code in the Item field, this field displays the general item description. If the Item field is empty, you can enter a description of the new item in this field.

Effectivity Unit

effectivity unit

Note
  • If the Generate Effectivity Unit during Demand Entry check box is selected in the Unit Effectivity Parameters (tcuef0100s000) session, and the item on this sales quotation line is unit effective, LN automatically inserts an effectivity unit. The generated unit is derived from the Default Series field of the Unit Effectivity Parameters (tcuef0100s000) session.
  • If the Generate Effectivity Unit during Demand Entry check box is cleared in the Unit Effectivity Parameters (tcuef0100s000) session, and the item on this sales quotation line is unit effective, the effectivity unit is by default 0 (zero). Click Requirements to create an effectivity unit. You can then select requirements to model the unit effective item.
  • You can define the date on which the effectivity unit must be configured for the sales quotation in the Configuration Date (UEF) field of the Sales Parameters (tdsls0100s000) session.
  • If the warehouse is WMS controlled, and the Effectivity Units check box is cleared for the warehouse in the WMS Interface Parameters (whwmd2105m000) session, you cannot enter an effectivity unit in this field.
  • Click Requirements to configure the effectivity unit in the Effectivity Unit (tcuef0102m000) session. You can configure an effectivity unit on the sales quotation line to indicate that optional materials must be used.
Status

The quotation line's status.

Note

You cannot confirm a line if an alternative line has already been confirmed.

Picture

The item's picture, which is defaulted from the Picture field in the Items - General (tcibd0501m000) session.

Ordered Quantity

The number of items that are delivered to the ship-to business partner. This quantity is expressed in the item's sales unit.

Ordered Quantity

The unit in which an item is sold.

Price

The item's unit price, or the calculation part's unit price by sales unit, expressed in the currency entered in the Order Currency field.

Note

If the item is an effectivity unit, upgrade prices are included in the price. You can define an upgrade price for a specific requirement in the Requirements (tcuef0106m000) session. You can view the upgrade prices for a specific effectivity unit in the Effectivity Unit (tcuef0102m000) session.

If the Material Pricing in Sales check box is selected in the Material Price Parameters (tcmpr0100m000) session, this price can include material base prices.

Sales Price Unit

The unit on which the sales price is based. This unit can differ from the item's inventory unit.

Note

The price is recorded by unit. If the sales price unit differs from the inventory unit, you must specify the sales price unit in the MCS Parameters (tcmcs0100s000) session. In that session, you specify the factor used to convert the alternative unit (sales price unit) to the inventory unit.

The sales price unit and the inventory unit must be the same for cost items or service items.

Base Price

The price of the goods stored in a warehouse. The base price is independent of the price factor, discounts, the order quantity, and value and is stated in the home currency and inventory unit.

Reference Currency
/

The unit on which the sales price is based.

When you specify an item, LN retrieves the default sales unit for this particular item. This unit can be equal to the inventory unit.

Price Origin

The origin of the price.

Allowed values

Price Origin

Matrix Definition

Defines the group of elements (matrix attributes) that a Pricing matrix uses to determine a price, discount, promotion, or freight rate.

Imagine you are a furniture vendor and you decide to maintain your sales prices based on two elements:

  • The specific item you sell.
  • The way to handle payments.

In this case, the matrix type is Sales Price, the matrix definition is Furni (this name is user-definable), and the matrix attributes are Item and Payment Method.

Note

This field can only be filled if LN found an existing price for the sold-to business partner in the price matrix that is displayed in this field.

After retrieving existing prices, you can still overwrite the default prices with the returned prices from the sold-to business partner.

Material Price

The sales quotation line's total material price.

Note

Because a quotation line cannot have material price surcharges, this field shows the total material base price.

Discount Percentage

The discount percentage for the quotation line.

Discount Amount

The discount amount for the price per unit for the quotation line.

For example: The unit price is 10, quantity is 20, discount is 1.

The net amount = (unit price - discount) * quantity.
Multi Level Discount

If this check box is selected, a multi level discount is applied to the line.

Amount

The net quotation line amount expressed in the quotation currency.

The discount amount is calculated as follows:

(Quantity * Price) - (Quantity * Price * Discount/100)
                      

When calculating this amount, LN uses the conversion factors to convert the sales unit and the price unit to the inventory unit.

Example

ItemA334
Inventory UnitEA
Sales UnitBX (10 EA)
Sales Price UnitKG (0.5 EA)
Sales Price4.0
Line Discount5.0 %

 

The price of the item is 4.0 per KG, or 8.0 per EA. If you have a quotation line where 20 boxes of the item are ordered, the calculation is as follows:

 
The sales quantity = 20 * 10 = 200 units.
The sales price	= 4 / 0.5 = 8.0 per unit.
Amount = 200 * 8.0 - 200 * 8.0 * 5/100 = 1520

The order discount is not yet included in this amount.

Item Code System

If you use an alternative item code, you must also specify an item code system.

Customer Item

The customer's item code in the coding system. LN converts this item code to the item code used in your own company.

You can specify external and internal item codes in the Item Code System - Items (tcibd0104m000) session.

GST Applicable

If this check box is selected, GST is applicable.

Note

By default this check box is selected, if the GST Implemented check box is selected in the India Localization Parameters (tccom9136m00l) session, and the specified item is not defined in the GST Exception Item List (tccom9135m00l) session.

ASV Origin for GST

The option or method that indicates the origin of the assessable value used to calculate the GST.

Allowed values

ASV Origin

Note
  • If this value is set to Order Line, Infor LN defaults the order line value as the ASV Price In Inventory Unit.
  • If this value is set to Manual, you can specify the value for the ASV Price In Inventory Unit.
Assessable Value for GST

The assessable value for GST.

Taxable ASV for GST

The total assessable value of the item, on which the GST is calculated.

Export License Required
Standard Description

If this check box is selected, LN prints quotation line text and sales text below the item's description.

Product Variant

The product variant for a configurable item.

You can select product variants from:

Note
  • If an item's Default Supply Source is Shop Floor, you can only select product variants with the Reference Type field set to Sales Quotation, Budget, or Standard Variant in the Product Variants (tipcf5501m000) session.
  • If an item's Default Supply Source is Assembly, you can only select product variants with the Reference Type field set to Sales Quotation in the Product Variants (tiapl3500m000) session.
Product Variant Type

This field informs you about the type of configurable item on which the product variant is based.

  • For items with the Default Supply Source field set to Shop Floor in the Items - General (tcibd0501m000) session, this field is set to PCF. You can view the product variant in the Product Variants (tipcf5501m000) session.
  • For items with the Default Supply Source field set to Assembly in the Items - General (tcibd0501m000) session, this field is set to APL. You can view the product variant in the Product Variants - Inventory & Configuration (tiapl3600m000) session.
Budget

The code of the budget.

Note

This field can include a budget from Manufacturing or from Project.

Manufacturing

If the budget code is filled, the quotation is for a calculation part. A calculation part is identified by the combination of a budget code and an item code. You can specify:

If the sales quotation's Sales Office is linked to the same financial company as the budget's calculation office, you can enter any budget in this field. If the sales quotation's Sales Office is linked to another financial company as the budget's calculation office, the value of the COGS and Revenues restricted to Financial Company of PCS Project check box in the Project Control Parameters (tipcs0100m000) session determines whether you can enter the selected budget in this field.

Project

If a peg is required for the item on the sales quotation line, a budget must be specified in this field. This field is defaulted from the Budget field in the Sales Quotations (tdsls1500m000) session or from the Project field in the Items by Opportunity (tdsmi1113m000) session.

Element for Budget

The element linked to the budget.

Activity for Budget

The activity linked to the budget.

Make Customized

If this check box is selected, this is an item for which no budget structure and/or product structure is generated yet in the Generate (Budget) Structure for Sales Quotations (tdsls1201m100) session and for which the order policy in the Item - Ordering (tcibd2100s000) session is To Order, or Anonymous.

  • If this check box is selected, you must generate a product structure and/or a budget structure for the item in the Generate (Budget) Structure for Sales Quotations (tdsls1201m100) session. If this check box is cleared, you can still generate a budget structure for anonymous purchased, manufactured, cost, or service items in the Generate (Budget) Structure for Sales Quotations (tdsls1201m100) session.
  • After a budget structure and/or a product structure is generated for the item, LN clears this check box.

Whether you can generate a budget structure and/or a product structure for the item in the Generate (Budget) Structure for Sales Quotations (tdsls1201m100) session, depends on the setting of the current check box and the order policy of the item. This is explained in the following table:

Item typeOrder PolicyMake CustomizedStructure
Generic ( Default Supply Source = Shop Floor)AnonymousYes (mandatory)Generate product structure
Generic ( Default Supply Source = Shop Floor)To OrderYes (mandatory)Generate budget structure and product structure
Purchased/ManufacturedAnonymousNoGenerate budget structure (1)
Purchased/ManufacturedAnonymousYesGenerate budget structure and product structure
Purchased/ManufacturedTo OrderNoGenerate budget structure (1)
Purchased/ManufacturedTo OrderYesGenerate budget structure and product structure in case no standard to order inventory is available
Cost/ServiceAnonymousNot applicableGenerate budget structure (1/2)
Cost/ServiceTo OrderNot applicable-

 

1You can only generate a budget structure for these items if the Generate Budget Parts for all Quotations check box is selected in the Generate (Budget) Structure for Sales Quotations (tdsls1201m100) session.
2You can only generate a budget structure for these items if the Generate Budget Parts for Cost/Service Items check box is selected in the Generate (Budget) Structure for Sales Quotations (tdsls1201m100) session.

 

Success Percentage

A percentage associated with a quotation that represents the probability of the business partner accepting the quotation. Acceptance results in the conversion of the quotation into a sales order.

Note

LN performs a new ATP check to determine whether the quotation quantity exceeds the quantity that is available-to-promise, if:

Quotation Date

The sales quotation's creation date.

Note

This date must be before the planned delivery date.

Discount

An allowance of deduction granted by the seller to the buyer, usually when the buyer meets certain stipulated conditions that reduce the price of the goods purchased.

Three types of discounts exist:

  • A quantity discount: an allowance determined by the quantity or value of the purchase.
  • A cash discount: an allowance extended to encourage payment of an invoice on or before a stated date.
  • A trade discount: a deduction from an established price for items or services made by the seller to those engaged in a certain business.
Discount Origin

The origin of the discount.

Allowed values

Discount Origin

Structure Discount Percentage

The discount found in a discount schedule.

The structure discount percentage is the total of the discounts for which the discount origin is set to Discount Structure, or Price Book Discount Structure. The total structure discount of the line is retrieved by means of a price matrix, or a discount matrix. This is the discount before manual discounts are added or matrix discounts are changed or deleted.

Total Discount Percentage

The total discount amount expressed as a percentage of the (gross) quotation amount.

This amount is calculated as follows:

                  Total Discount Amount / (order quantity * price) * 100%
Total Discount Amount

The summary of multilevel discounts.

Determining

If this check box is selected, this line is included in the order discount calculation.

Related topics

Eligible

If this check box is selected, collective order discounts are applied to this line.

Related topics

Direct Delivery

If this check box is selected, and the quotation line is converted to a sales order line, the sales order line is handled as a direct delivery.

LN automatically selects this check box if the ordered quantity is equal to or greater than the quantity defined in the Direct Delivery from Quantity field in the Item - Sales (tdisa0501m000) session.

Note

You can only select this check box if the Shipping Constraint field is set to None.

Ship-to BP

The ship-to business partner to which you will send the goods after the quotation is converted to a sales order.

Address

The ship-to business partner's address code. You can change this data in the Addresses (tccom4130s000) session.

Delivery Point

The business partner's delivery point at which you must deliver the items.

Contact

The ship-to business partner's contact.

Full Name

The contact's full name.

Planned Delivery Date

The planned delivery date for the quotation line.

Delivery Lead Time

The delivery leadtime determines the actual delivery date of the sales order, that is, when a quotation is converted into an order. The delivery leadtime is entered as a number of calendar days. The sales order's delivery date is calculated as follows:

Delivery date of order = 
transfer date + delivery leadtime of quotation
Note

The transfer date is the date when the sales quotation is transferred to a sales order.

If the delivery leadtime is not filled, the delivery date on the new order is filled with the expected delivery date of the quotation. The delivery leadtime in the quotation header serves as default for the quotation lines.

Planned Receipt Date

An anticipated receipt that corresponds to an open purchase order or open production order.

Note
  • When you enter the planned receipt date, LN calculates the planned delivery date.
  • The planned receipt date cannot be earlier than the planned delivery date.
Shipping Constraint

The terms and conditions related to the shipment of goods.

Allowed values

Shipping Constraint

Default value

The shipping constraint is defaulted from the Sold-to Business Partner (tccom4110s000) session.

Note

If the warehouse is WMS controlled, the Ship Line Complete, Ship Order Complete, and Ship Set Complete check boxes in the WMS Interface Parameters (whwmd2105m000) session determine whether you can select the Ship Line Complete, Ship Order Complete, and/or Ship Set Complete value in this field.

Terms of Delivery
Point of Title Passage
Generate Freight Orders

If this check box is selected, freight orders can be generated from a sales order (delivery) line.

Note

You cannot directly generate freight orders from quotations. As a result, in the Sales Quotation Lines (tdsls1501m000) session, you define all freight related data to provide the necessary information when the quotation is converted to a sales order in the Process Sales Quotations (tdsls1200m000) session.

Route

The route taken for the delivery of goods if the quotation is converted into a sales order.

Note

Before you print picking lists, packing slips, and forwarding documents, you can select and sort sales orders by route.

Carrier Binding

An option in Freight that prevents the load building engine from overwriting the carrier selected by the user for a given freight order line.

Note

Select this check box to ensure that the same carrier is used in the freight order as in the sales order.

Carrier

An organization that provides transport services. To use a carrier for load building, freight order clustering, transport cost calculation, and invoicing, you must define the carrier both as a carrier and a buy-from business partner in Common. A carrier is also referred to as a forwarding agent.

Freight Service Level

An entity that expresses the duration of transportation, such as: delivery within twelve hours. A freight service level (optional) is used as follows:

  • As a factor that determines the transportation costs of a load.
  • As a factor that determines the freight rate of a freight order.
Warehouse

The code of the warehouse from which the items are delivered.

Note

Quotations cannot be entered for warehouses of the following types:

  • Shop Floor
  • Service
  • Project

Standard warehouse defaulting logic

  1. Product variant (only for Manufactured items with the default supply source set to Assembly in the Items - General (tcibd0501m000) session)
  2. Ship-to business partner
  3. Item sales data
  4. User profile
  5. Item ordering data
  6. Sales office
Work Center

If the sales quotation item is a generic item that needs final assembly, the work center is required on the sales order.

Channels
Inventory Handling

This field indicates whether the main item inventory or the BOM components inventory must be issued when the quotation is converted into a sales order.

Note

If the warehouse is WMS controlled, and the Outbound BOM/List Items check box is cleared for the warehouse in the WMS Interface Parameters (whwmd2105m000) session, this field cannot be set to By Component.

Quotation Promising Status

A status that informs you about whether a sales quotation line, sales order line, or sales component line can be promised to a customer, or whether inventory checks must still be carried out or insufficient inventory situations must still be resolved for the line.

Allowed values

Order Promising Status

Inventory on Hand

The item's inventory on hand expressed in the inventory unit. This field is updated on-line when either inventory or material is issued.

The inventory on hand is one of the factors determining the economic stock.

Inventory Unit

The unit of measure in which the inventory of an item is recorded, such as piece, kilogram, box of 12, or meter.

The inventory unit is also used as the base unit in measure conversions, especially for conversions that concern the order unit and the price unit on a purchase order or a sales order. These conversions always use the inventory unit as the base unit. An inventory unit therefore applies to all item types, also to item types that cannot be kept in stock.

Inventory on Order

The expected quantity to be received by all warehouses expressed in the inventory unit.

Allocated Inventory

The quantity allocated for production or sales in all warehouses expressed in the inventory unit.

Note

These allocations are updated on-line from the following modules:

Committed

The committed quantity that is promised to be delivered to the sold-to business partner, expressed in the inventory unit.

Quotation Allocations

The quantity of the item allocated to sales quotations.

Tax
Tax Classification

tax classification

Default value

This field is defaulted from the sales quotation header.

Exempt

If this check box is selected, tax exemption applies.

Note

If the Tax Exempt Level parameter in the Tax Parameters (tctax0100m000) session is set to:

  • Limited and you select this check box manually, the Tax Code is defaulted from the Exempt Sales field of the Tax Handling (tctax0138m000) session. If you clear this check box manually, the tax code is not changed.
  • Extended and you select this check box manually, the Tax Code is not changed. If you clear this check box manually, the Exempt Reason and Exempt Certificate fields are cleared and disabled.
Tax Country

The country used for tax purposes.

Own Tax Number

tax ID

Related topics

Tax Code

The tax code that applies to the sales quotation line.

Note

The tax code that can be entered in this field can only be of the VAT kind.

Registration Number Sequence (Own)

The sequence number of the tax registration number defined for the financial company.

Note

Infor LN defaults the GSTIN of the purchasing organization based on the location(state) of the receiving address.

Registration Number Sequence (BP)

The sequence number of the tax registration number defined for the business partner.

Note

Infor LN defaults the GSTIN of the supplier based on the location(state) of the ship from address.

BP Tax Country

The country in which the business partner has the tax ID.

BP Tax Number

The business partner's tax ID.

Note

The business partner's tax ID is date effective. To determine and display the correct tax ID for the business partner, LN uses the planned delivery date.

Exempt Certificate

The exemption certificate that is assigned to the business partner by the tax authority.

Note
  • This field only applies if the Tax Exempt Level parameter is set to Extended in the Tax Parameters (tctax0100m000) session
  • This field is defaulted from the method that is used to retrieve tax details, as defined in the Search Sequence Tax Libraries group box of the Tax Parameters (tctax0100m000) session
Exempt Reason

The reason why the sold-to business partner or your own company is exempt from sales tax.

Note
  • LN prints the exempt reasons on the sales invoices
  • This field only applies if the Tax Exempt Level parameter is set to Extended in the Tax Parameters (tctax0100m000) session
  • This field is defaulted from the method that is used to retrieve tax details, as defined in the Search Sequence Tax Libraries group box of the Tax Parameters (tctax0100m000) session
  • The reason code must be of the Tax Exemption type and must be date effective, as valuated by the Quotation Date
Invoice for Freight

If this check box is selected, freight costs must be invoiced to the invoice-to business partner.

Freight Amount

The calculated freight amount, which is retrieved from a carrier rate book or client rate book in Pricing.

Note

Dependent on the value of the Invoice Freight Costs Based On field in the Sales Quotations (tdsls1500m000) session, LN determines how to retrieve the freight amount.

Freight Amount Binding

If this check box is selected, the value of the Freight Amount field is binding for Invoicing. This means that the freight amount cannot be modified by Freight.

Note

If the quotation is converted to a sales order, the freight amount can however be updated in the Sales Order Lines (tdsls4101m000) session.

If this check box is cleared, the freight amount can be updated by Freight.

Show Calculation Log

If this check box is selected, and you click the Freight Amount button, a freight amount calculation log is started. With this log, you can display how the freight invoice amount is calculated or why no amount can be calculated.

Header Quote Reference

The reference to the quotation number of another application.

Line Quote Reference

The reference to the quotation line of another application.

Sales Order

The document number that identifies the sales order.

Sales Order

The number that identifies the sales order line.

Project

The code of the project for which the item is required.

Note

If the sales order line that will be created from this sales quotation line requires a project that differs from the quotation line's Budget, you can specify a project in this field.

Element for Project

The element linked to the project.

Note

If the sales order line that will be created from this sales quotation line requires an element that differs from the quotation line's Element for Budget, you can specify an element in this field.

Activity for Project

The activity linked to the project.

Note

If the sales order line that will be created from this sales quotation line requires an activity that differs from the quotation line's Activity for Budget, you can specify an activity in this field.

Tax
Excise Applicable

If this check box is selected, the aggregate tax code must have at least one tax line corresponding to excise duties.

ASV Origin for Excise

The origin of the assessable value for excise.

Allowed values

ASV Origin

Assessable Value for Excise

The assessable value of the item for excise.

ASV Discount for Excise

The percentage of the discount applicable on the assessable value.

Final ASV

The final assessable value after the discount, on which sales tax/VAT is calculated. This is a display field.

ECC Code

The unique code provided by the excise authorities to the factory or warehouse or dealer dealing with excisable goods.

ASV Origin for Sales Tax

The origin of the assessable value for sales tax/VAT.

Allowed values

ASV Origin

Assessable Value for Sales Tax

The assessable value of the item.

ASV Discount for Sales Tax

The percentage of the discount applicable on the assessable value.

Final ASV

The final assessable value after the discount, on which sales tax/VAT is calculated. This is a display field.

ASV Origin for Service Tax

The origin of the assessable value for service tax.

Allowed values

ASV Origin

Assessable Value for Service Tax

The assessable value of the item.

ASV Discount for Service Tax

The percentage of the discount applicable on the assessable value.

Final ASV

The final assessable value after the discount, on which sales tax/VAT is calculated. This is a display field.

 

Results
Sales Quotation Line - BOM Components
Bill of Material

Starts the Bill of Material (tibom1110m000) session.

If, in the Items - General (tcibd0501m000) session, the item's default supply source is Assembly, one of the following sessions is started:

Item Inventory

Starts the Warehouse - Item Inventory (whwmd2515m000) session, in which you can view the current inventory status for the item.

Linked Sales Orders
Project Contract Information

Starts the Contract (tpctm1600m000) session, in which you can view the contract that is linked to the project.

Material Price Information

Starts the Material Price Information (tcmpr1600m000) session, in which you can view the material price information that is linked to the sales quotation line, such as the material price agreement, item material content, and material base prices.

Global Lost

Sets the status of all quotation lines to Lost, because the customer has chosen a quotation of another business partner.

Global Confirmation

Sets the status of all quotation lines to Confirmed, based on the customer's acceptance of the quotation.

Global Cancellation

Sets the status of all quotation lines to Canceled, based on the customer's rejection of the quotation.

Recalculate Price/Discounts Quotation Line
Generate (Budget) Structure for Sales Quotations
Price Inquiry

Starts the Price Inquiry (tdpcg0250m000) session.

Sales Quotation Margin
Create Alternative

Copies a line to an alternative. For example, your customer can order one of two monitors when a computer is ordered.

You can create an alternative line for one of the monitors, as follows:

PositionQuotation Line Item
10Computer
20/114 inch Monitor
20/215 inch Monitor

 

Pegging
Recalculate Price/Discounts Entire Quotation
Copy BOM Components...

Starts the Copy BOM Components to Sales Quotation (tdsls1812s000) session, in which you can create quotation lines from a bill of material.

Insert from Catalog

Starts the Catalogs (tdpct0510m000) session.

Quotation Details

Starts the Sales Quotations (tdsls1500m000) details session, in which you can view quotation headers.

Configurator

Starts the Product Configurator (tipcf5120m000), in which you can configure a product variant or unlink a product variant from this session.

Product Variant Options
Planned Inventory Transactions
Default Del Date

Calculates the default delivery date for the quotation line.

Requirements

Starts the Effectivity Unit (tcuef0102m000) session, in which you can select requirements to configure the effectivity unit.

If the Generate Effectivity Unit during Demand Entry check box is selected in the Unit Effectivity Parameters (tcuef0100s000) session, the default requirements for the effectivity unit’s item, as specified in the Item - Requirements (tcuef0108m000) session, are automatically imported for the effectivity unit. If the Generate Effectivity Unit during Demand Entry check box is cleared, you must manually select requirements in the Effectivity Unit (tcuef0102m000) session.

Line Discounts

Starts the Line Discounts (tdpcg0200m200) session.

Freight Amount

If the Rate and Carrier/LSP Selection at Order Line parameter is set to Interactive in the Freight Rates and Costs Parameters (fmfrc0100m000) session, this command starts the Freight Rates (fmfrc0530m000) session. From this session, you must select a carrier and service level combination based on which the freight amount can be calculated.

As a result, LN automatically fills the following fields:

  • Carrier/LSP
  • Freight Service Level
  • Freight Amount

In all other cases, this command just recalculates the freight amount without starting a session.

Show Quotation Lines for PCS Project

Only displays the sales quotation lines that are linked to the PCS project.

This command is only visible if the Sales Quotation Lines (tdsls1501m000) session is started from the Project Dashboard (tipcs0320m000) session.