The sales contract's number.
Sales Contract Lines (tdsls3501m000)Use this session to view, enter, and maintain sales contract lines. You can start this session:
Note
Contract The sales contract's number. Sold-to BP Position The number used to identify the position of the order line on the sales or purchase order. Sales Office A department that is identified in the company business model to manage the business partner's sales relations. The sales office is used to identify the locations that are responsible for the organization's sales activities. Price Group You can define a sales contract for one or more items or price groups. If this field is filled, the price and discount on the contract line or the price revision apply to all items in this price group. You cannot enter agreements on a contract line that relate to both an item and a price group. For agreements by price group, the following conditions apply:
Item Note
Agreed Quantity The quantity that must be delivered according to the contract agreements. The contract quantity must always be greater than zero. Note LN automatically starts the Item Dimensions (tdsls4811s000) session if the sales unit is of the following unit types:
In the Item Dimensions (tdsls4811s000) session, you can maintain the physical dimensions of the items to calculate the quantity. Sales Unit The unit in which an item is sold. Agreed Quantity The contract quantity, expressed in the inventory unit. Picture The item's picture, which is defaulted from the Picture field in the Items - General (tcibd0501m000) session. Price Revisions in Use If this check box is selected, prices and discounts are retrieved from the linked sales contract price revision in the Sales Contract Price Revisions (tdsls3103m000) session. If this check box is cleared, prices and discounts are retrieved from the Sales Contract Lines (tdsls3501m000) session. Note From the appropriate menu, click Sales Contract Price Revisions to specify price revisions for the contract line in the Sales Contract Price Revisions (tdsls3103m000) session. Price The contract price for the line item. If the price depends on either the quantity that is sold at one time, or the date of sale, you must record the price in a graded scale by using the Price Book Lines (tdpcg0131m000) session. Note
Sales Price Unit The sales price unit. Discount Percentage The single discount percentage of the item. This single discount percentage applies to the total amount. To enter more levels of discount percentages, you can zoom to the Line Discounts (tdpcg0200m200) session. The value entered in the Number of Discount Levels field of the Pricing Parameters (tdpcg0100m000) session, determines whether, in the Line Discounts (tdpcg0200m200) session, you can define a maximum of five levels of discount. Note You can only enter a discount percentage if the Discount Amount field and the Discount Schedule field are empty. Discount Amount The single discount amount of the item. This single discount amount applies to the total amount. To enter more levels of discount amounts, you can zoom to the Line Discounts (tdpcg0200m200) session. The value entered in the Number of Discount Levels field of the Pricing Parameters (tdpcg0100m000) session, determines whether, in the Line Discounts (tdpcg0200m200) session, you can define a maximum of five levels of discount. Note You can only enter a discount amount if the Discount Percentage field and the Discount Schedule field are empty. Multi Level Discount If this check box is selected, a multi-level discount is applied to the sales contract line. Contract Line Status The status of the sales contract line. A contract line can have the following statuses:
You can assign a status to each contract line with the following commands:
Note
Item Code System An external, alternate way of coding items. Coding systems can be general standard systems (such as EAN) or systems that are dependent on a specific business partner. Note If you use an alternative item code, you must also specify an item code system in the Item Code Systems (tcibd0106m000) session. You cannot enter agreements on a contract line that relate to both an item and a price group. Customer Item The item code in the coding system. LN converts this item code to the item code used in your own company. This conversion allows you to, for instance, use the buy-from business partner's or sold-to business partner's item code during order entry. You can specify business partner item codes in the Item Code System - Items (tcibd0104m000) session. E-Item Revision The revision of the engineering item. Effectivity Unit Note
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 Note
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. Excise Applicable If this check box is selected, excise duty is levied on the item specified on the contract deliverable. ASV Origin for Excise The order origin of the assessable value for excise. Allowed values 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. ECC Code The sequence number that identifies the Excise Control Code of the warehouse. The value is defaulted from the Registration Numbers By Financial Company (tctax9140m00l) session. ASV Origin for Sales Tax The origin of the assessable value for sales tax/VAT. Allowed values 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. ASV Origin for Service Tax The origin of the assessable value for service tax. Allowed values Assessable Value for Service Tax The assessable value of the item. ASV Discount for Excise The percentage of the discount applicable on the assessable value. Final ASV The final assessable value after the discount. This is a display field. Warehouse The code of the warehouse where the items must be delivered. Apply Contract for All Items in Price Group If this check box is selected, the sales contract applies to all items of the price group that is displayed in the Price Group field. Note If you record contracts for a price group, the following applies:
Contract Date The date on which the contract is entered in the system. Default value LN retrieves the default contract date from the Sales Contracts (tdsls3500m000) session. Note A contract can consist of several contract lines which have the same duration. However, the time at which the agreement is concluded with the customer can differ. Effective Date Note A relationship with an order or schedule can only exist if the order date on the order line or the start date on the schedule line falls within the effective period of the contract. Expiry Date The last day on which a record is valid. If you do not specify an expiry time, the validity expires at the end of the expiry date, at 24:00 hours. Note A relationship with an order or schedule can only exist if the order date on the order line or the start date on the schedule line falls within the effective period of the contract. Action on Exceeding Expiry Date Select the action that is carried out when the contract line's expiry date is exceeded. Note
Default value This field is defaulted from the Action on Exceeding Expiry Date field in the Sales Contract Parameters (tdsls0100s300) session. Allowed values Expiry Date Tolerance The period, expressed in days, by which the expiry date can be exceeded before sales orders and schedules can no longer be linked to the contract line. If dates fall within this tolerance margin, you are notified about the expiration of the contract line. Note You can only fill this field if the Action on Exceeding Expiry Date is set to Skip Contract Standard Description If this check box is selected, both the item dependent text and the contract line text are printed on the contract acknowledgment. If this check box is cleared, only the contract line text is printed on the contract acknowledgment. Note
Currency The currency in which the sales contract amounts are expressed. Price Book An entity in which you can store price information that is valid for a given period of time. A price book includes the following elements:
A quantity or value break discount schedule can be linked to a price book. Note The Used for Contracts check box must be selected for the price book in the Price Books (tdpcg0111m000) session. Book Price The price for the item according to the price book, increased by an upgrade price if applicable. The default price for an item is stored in the default price book. Note If the Material Pricing in Sales check box is selected in the Material Price Parameters (tcmpr0100m000) session, this price can include material base prices. Price Unit The unit to which the (sales/purchase) price applies. Active Revision Price The price as retrieved from the sales contract price revision that is active for the contract line. Note
Retro-Billed Price Changes present If this check box is selected, a price change line exists that is not processed by the retrobilling process. Note Material price information is not taken into account for retrobilling. Price Unit The unit to which the (sales/purchase) price applies. Price The price of the sales contract line item. This price is retrieved from the Price, Book Price, or Active Revision Price field. Material Price The sales contract line item's total material price. Note Because a contract line cannot have material price surcharges, this field shows the total material base price. Discount Schedule The discount schedule that is linked to the sales contract line. If you link (a) discount schedule(s) to a sales contract line, the following conditions are mandatory
To link more discount schedules to the contract, you can zoom to the Line Discount Schedules (tdpcg0521m100) session. Depending on the value entered in the Number of Discount Levels field of the Pricing Parameters (tdpcg0100m000) session, you can define a maximum of five discount schedules in the Line Discount Schedules (tdpcg0521m100) session. Note If you specified a value in the Discount Percentage or Discount Amount fields, you cannot enter a discount schedule. You can specify discount schedules in the Discount Schedule (tdpcg0612m000) session. Discount Total Discount Percentage The discount percentage resulting from the contract line discount. The total discount amount is expressed as a percentage of the (gross) contract amount. The Total Discount Percentage is calculated as follows: Total Discount Amount / (agreed quantity * price) * 100% Total Discount Amount The discount amount resulting from the order line discount. This amount is calculated as follows: Order Line Discount Amount = Quantity * Price * Order Line Discount/100 The calculation result is rounded. The order line discount amount is always expressed in the order/quotation currency. Note The order (contract) line discount used in this formula, is the total of the level of discounts entered in the Line Discounts (tdpcg0200m200) session. Total Amount The net contract line amount, which is calculated based on the agreed quantity. It is calculated as follows: Agreed Quantity * Price - Total Discount Amount
Determining If this check box is selected, the selected contract line is taken into account when the total contract value is calculated for applying total contract discount to contracts. Eligible If this check box is selected, the calculated discount percentage is applied to the selected contract line. Calculate Price with Cumulative If this check box is selected, LN retrieves the price and discounts from the price book and discount schedules, based on the total cumulative quantities of the linked sales orders and sales schedules. The sales price/discount that is retrieved from the sales contract price book/discount schedule, is based on the following calculation: Contract called quantity + Sales order/schedule line quantity (converted to the unit of the contract line's agreed quantity) Note This functionality only applies if a price book/discount schedule is linked to the contract. Example The sales contract price book that is entered on the sales contract line is defined as follows:
The following sales order lines are created:
Redetermine Price and Discounts at Shipment If this check box is selected, and a sales schedule is linked to this contract line, sales schedule line prices and/or discounts are recalculated during shipment. Therefore, the delivered amount of the shipped goods reflects the actual contract price information. When prices and discounts are redetermined, depends on the value of the sales schedule line's Payment field.
If this check box is cleared, and a sales schedule is linked to this contract line, the price and discounts cannot be redetermined after the sales schedule is approved and planned warehouse orders are created. Note
Minimum Quantity The minimum contract quantity that you want to sell, expressed in the sales unit. The quantity sold to the business partner often differs from the contract quantity. As a result, you can record the minimum quantity to be sold in the contract. Use the Evaluate Sales Contracts (tdsls3420m000) session to calculate the difference between called quantities and the minimum contract quantity. Minimum Quantity The minimum contract quantity that you want to sell, expressed in the inventory unit. Maximum Quantity The maximum contract quantity that you want to sell, expressed in the sales unit. The quantity sold to the business partner often differs from the contract quantity. Therefore, you can record the maximum quantity to be sold in the contract. Use the Evaluate Sales Contracts (tdsls3420m000) session to calculate the difference between called quantities and the maximum contract quantity. Note When the maximum quantity is reached, in the Action on Exceeding Maximum Quantity field of the current session, you can define what action is taken. Maximum Quantity The maximum contract quantity that you want to sell, expressed in the inventory unit. Action on Exceeding Maximum Quantity You can select the action that is carried out when the maximum contract quantity is exceeded. Note
Default value This field is defaulted from the Action on Exceeding Maximum Quantity field in the Sales Contract Parameters (tdsls0100s300) session. Maximum Quantity Tolerance The quantity, expressed in the sales unit, by which the maximum contract quantity can be exceeded before sales orders and schedules can no longer be linked to the contract line. If quantities fall within this tolerance margin, you are notified about the expiration of the contract line. Note You can only fill this field if the Action on Exceeding Maximum Quantity is set to Skip Contract. Maximum Quantity Tolerance The quantity, expressed in the inventory unit, with which the maximum contract quantity can be exceeded before sales orders and schedules can no longer be linked to the contract line. If a maximum quantity tolerance is applicable, you are notified about the expiration of the contract line. Note You can only fill this field if the Action on Exceeding Maximum Quantity is set to Skip Contract. Evaluation Use this field to idicate whether or not the contract must be (re)evaluated. Quantity Binding This field indicates whether the agreed contract quantity is binding. If this check box is selected, the Evaluate Sales Contracts (tdsls3420m000) session prints all differences between:
If this check box is cleared, the Evaluate Sales Contracts (tdsls3420m000) session only prints the differences if the minimum contract quantity or the maximum contract quantity are exceeded. The upper and lower limits of this range are percentages of the agreed quantity. Called Quantity This field totals the called quantities of all the sales order/schedule lines that are linked to the contract line, expressed in the inventory unit. The called quantity is increased when an order/schedule is linked to a contract. Called Quantity This field totals the called quantities for all the sales order/schedule lines that are linked to the contract line, expressed in the sales unit. 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. Invoiced Quantity The total number of invoiced items on sales orders/schedules related to a sales contract, expressed in the inventory unit. Based on the invoiced quantity, the effective date and the expiry date, you can calculate the possible end quantity on the expiry date by extrapolating data. If you run the Process Delivered Sales Orders (tdsls4223m000)/ Process Delivered Sales Schedules (tdsls3223m000) session, the invoiced quantity is raised for each contract-related order/schedule line. Note Order discounts are not accounted for. Only the net goods amounts are totalized. Invoiced Quantity The total number of invoiced items on sales orders/schedules related to a sales contract, expressed in the sales unit. Called Amount The total of the called amounts for all the sales order/schedule lines that are linked to the contract line. You can calculate the possible final amount on the expiry date by extrapolating data based on the called amount, the effective date and the expiry date. LN raises the called amount when a sales order/schedule line is linked to a contract line. LN updates this (cumulative) amount:
Invoiced Amount The total of the invoiced amounts on sales order/schedule lines that are linked to a sales contract. Note
Ship-to BP Address Contact Ship-to Warehouse The warehouse to which the items are shipped. Delivery Point The business partner's delivery point at which you must deliver the items. Terms of Delivery Point of Title Passage Schedule If contract deliveries are defined by means of sales schedules, this field displays the number of the sales schedule that is linked to the sales contract line. Click Generate Sales Schedule on the appropriate menu to define contract deliveries by means of sales schedules. As a result, the Sales Schedules (tdsls3111m000) session starts. Note For each sales schedule line a sales order line is generated. Additional Cost Set The additional cost set that is assigned to the contract line item. Note This field is only applicable for sales schedules that are linked to the contract line. HSN Code The HSN code of the item. Tax Classification Default value This field is defaulted from the sales contract 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:
Tax Country The country used for tax purposes. Note If the entered country uses a tax provider to calculate tax and is therefore listed in the Countries for Destination Sales Tax (tctax6103m000) session, tax countries on other purchase order lines in the same purchase order must also be registered in the Countries for Destination Sales Tax (tctax6103m000) session. The reason for this is that only the same type of tax countries are allowed on a single order. Own Tax Number Tax Code The tax code that applies to the sales contract 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 The tax registration number of the financial company. 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. Registration Number The tax registration number of the business partner. 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 current date. Exempt Certificate The exemption certificate that is assigned to the business partner by the tax authority. Note
Exempt Reason The reason why the sold-to business partner is exempt from sales tax. Note
Text If this check box is selected, contract line text exists.
Price Revisions Starts the Sales Contract Price Revisions (tdsls3103m000) session. This command is enabled only if the Price Revisions in Use check box is selected. Delivery Scheme Starts the Sales Contract Delivery Lines (tdsls3104m000) session in which you can define contract deliveries by means of a delivery scheme. Sales Schedules Starts the Sales Schedule - Lines (tdsls3107m000) session, in which you can view the sales schedule that is linked to the sales contract line. Generate Sales Orders from Delivery Schemes... Starts the Generate Sales Orders from Delivery Schemes (tdsls3204m000) session. 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 contract line, such as the material price agreement, item material content, and material base prices. Price Inquiry Starts the Price Inquiry (tdpcg0250m000) session. Reprice Starts the Recalculate Price and Discount (tdpcg0240s000) session. Contract (Line) Results Starts the Sales Contract Results (tdsls3513m000) session. Activate Activates a sales contract line. You cannot change headers or lines with the Active status. De-Activate De-activates a sales contract line. This action changes the status from Active to Free. Terminate Terminates a sales contract line. You cannot generate sales schedules for Terminated normal contracts and you cannot generate sales orders from Terminated special contracts. Open Lines Only displays sales contract lines with the Free, or Active status. All Lines Displays all purchase contract lines. Line History Starts the Sales Contract Line History by Contract (tdsls3531s000) session. Turnover History Starts the Sales Contract Turnover History (tdsls3535m000) session. Linked Sales Orders Starts the Sales Order Lines (tdsls4101m000) session. Pegging Starts the Browse Order Pegging (cprrp0740m000) session. 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, defined 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.
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