Synchronizing sales order line and delivery linesA sales order line can have linked delivery lines or back order lines. A delivery line can also have linked back order lines. The sales order line holds the aggregated information of the delivery lines/back order lines. Another product's external order line can connect to the sales order line and update the sales order line. Changed fields on the sales order line are synchronized with the delivery lines and vice versa. Fields that trigger the synchronization process Changes to the following fields on the sales order line and/or delivery line can trigger synchronization:
Note A change to a field on the sales order line is not always directly visible on the delivery line. The reason for this is that commercial data, such as prices, discounts, amounts, and so on, are visible only on the sales order line. Logistic data, such as time of delivery, place of delivery, and so on, are visible only on the delivery line. As a result, the sales order line holds the aggregated commercial information of the linked delivery lines that is divided over the delivery lines, but that is not visible on the delivery lines. However, if you release a delivery line to Invoicing, LN uses the invisible commercial data of the delivery line, because a sales order line with linked delivery lines cannot be invoiced directly. Date fields Updating the planned delivery date You can update the Planned Delivery Date in the Sales Order Lines (tdsls4101m000) session if no delivery lines are linked to it. Otherwise, the Planned Delivery Date is unavailable. You can, however:
You can always update the planned delivery date on the sales order line by means of an external order line. However, if delivery lines are linked to the sales order line, they are removed when an external order line updates the planned delivery date. LN does not inform the external order line on the removal of the delivery lines. To check if the planned delivery date on the sales order line can be changed, LN verifies whether the CTP Check for Sales check box is selected in the Planning Parameters (cprpd0100m000) session. If this check box is selected, LN checks whether the item is available on the new planned delivery date. If the item is not available for the requested quantity, the planned delivery date cannot be changed. If the item is available, LN then determines if delivery lines exist. Note
Updating the planned receipt date You can update the Planned Receipt Date in the Sales Order Lines (tdsls4101m000) session if no delivery lines are linked to it. Otherwise, the Planned Receipt Date is disabled. You can always update the planned receipt date on the sales order line by means of an external order line. If delivery lines are linked to the sales order line, the planned receipt date on the delivery lines is also updated. Note
Quantity fields Updating the ordered quantity If you change the Ordered Quantity in the Sales Order Lines (tdsls4101m000) session, LN removes all linked delivery lines. This applies to delivery lines that are automatically created by the ATP process and to delivery lines that are the result of a manually created delivery schedule. You cannot change the ordered quantity if one of the linked delivery lines is already delivered or is too far in the warehouse process. In this case, you must modify the delivery line’s Ordered Quantity to carry out the order quantity change. If you change the Ordered Quantity on a delivery line, LN preserves the delivery schedule and changes the Ordered Quantity on the order line. If you change the ordered quantity on an external order line, LN does not inform the external order line on the removal of the linked delivery lines. Note
Updating the sales unit You can update the sales unit of an order line if Warehousing did not yet process a linked delivery line. However, if you update the sales unit of an order line, LN removes the not yet processed delivery lines. You must create new delivery lines for the changed sales unit, if required. If you change the sales unit on an external order line, LN does not inform the external order line on the removal of the linked delivery lines. Price and discount fields Synchronizing price fields The most important fields for price synchronization are:
When these fields are synchronized, also the following price and discount related fields are synchronized:
Updating the price When an order line is created, the price is determined based on the following:
When the order line is split into delivery lines, the price that is determined on the order line is the default price for all delivery lines. When you change the planned delivery date (if the Sales Price Date Type parameter is set to Delivery Date), or you change the ordered quantity on a delivery line, LN synchronizes the new values with the order line. When you close the Sales Order Planned Delivery Lines (tdsls4101m100) session, you are asked to recalculate the prices. The prices are recalculated based on the synchronized fields on the sales order line. Updating the price based on a fixed amount If the external order line did not set the price or you did not specify a price in the Price field of the Sales Order Lines (tdsls4101m000) session, you must enter an amount in the Order Amount field of the Sales Order Lines (tdsls4101m000) session. This amount is fixed for the order. As a result, a price is calculated as a price per sales unit. When the external order line communicates the amount, also the sales price unit is communicated. As a result, the amount is converted into a price by sales price unit. LN synchronizes the price that is calculated from the fixed amount, with the delivery lines. Updating the sales price unit You can change the sales price unit only by using an external order line. You cannot manually change it. In addition, you cannot change the sales price unit if a final delivery is made for the order line. In other words, the order line and linked delivery lines must not be completely delivered. Updating the price after delivery After an order line or delivery line is delivered, you can no longer update the price directly on the line. You can update the price of delivered, not yet invoiced lines in the Change Prices and Discounts after Delivery (tdsls4122m000) or Change Prices and Discounts of Sales Invoice Lines (tdsls4132m000) sessions. In these sessions, the Apply to other Sequences check box appears. The following applies to this check box:
An external order line cannot update the price after delivery. Promotions Promotions can offer the customer a premium item or an additional discount. Premium promotion If a premium item can be offered, LN creates a new sales order line for the premium item. Promotional discount If a promotional discount can be offered on a sales order line with linked delivery lines, LN increases the Total Promotion Discount and decreases the Amount in the Sales Order Lines (tdsls4101m000) session. However, the sales order line cannot be invoiced. The reason for this is that the sales order line is split into several sequences and only the totaled quantities and amounts are visible on the sales order line. No financial or logistic transactions are done for this line. Therefore, the promotional discount is also registered on the linked delivery lines. The promotional discount that is assigned to a delivery line depends on the Ordered Quantity of the delivery line. LN carries out the following calculation steps to calculate the Amount in the Sales Order Planned Delivery Lines (tdsls4101m100) session:
Note The sales order line holds the aggregated Total Promotion Discount and Amount of the linked delivery lines, which are dispersed over the delivery lines, but are not visible on the delivery lines. However, if you release a delivery line to Invoicing, LN uses the invisible amount of the delivery line again, because the sales order line cannot be invoiced. If you create a sales order line by means of EDI or an external order line, promotions are not automatically applied. In LN, a user must open the sales order line that is created by EDI or by an external application and manually assign the promotion.
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