Sales Quotation Promising Lines (tdsls1501m200)

Use this session to view and maintain sales quotation lines that can or cannot be promised for on time delivery.

Lines for which the quotation promising status is set to Accepted can be promised for on time delivery.

The following lines cannot be promised for on time delivery:

  • Lines that are waiting to be checked on available inventory. These are lines for which the order promising status is set to Pending.
  • Lines for which insufficient inventory is available to deliver the line on time. These are lines for which the order promising status is set to Not Accepted.
  • Lines for which an error occurred during the inventory checking process. These are lines for which the order promising status is set to Exception.

On the appropriate menu, the following options are available:

  • Inventory Options
    Click an inventory option on the menu to resolve the inventory shortage.
  • Plan Options
    Click a plan option on the menu to resolve the inventory shortage.
  • ATP Options
    Click an ATP option on the menu to resolve the inventory shortage.
  • Generate Options
    Click a generate option on the menu to resolve the inventory shortage.
  • Adjust Options
    Click an adjust option on the menu to resolve the inventory shortage.
  • Force Accept
    Sets the quotation promising status to Accepted even though insufficient inventory is available.
  • Set to Not Accepted
    Sets lines that have the Exception status to Not Accepted.
  • Message Log
    Starts the Message Log (tcstl1500m000) session, in which you can view the error messages for lines with the Exception status.
  • Open Lines
    Only displays lines with the statuses Not Accepted, Pending, and Exception.

 

Quotation

The number that identifies the sales quotation.

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 alternate line can be confirmed and converted.
Alternative

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.
  • 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.

Item Description

The description of the item.

Note

If an existing item code was entered, this field displays the general item description. If no item was specified, a description of the new item is displayed in this field.

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.

Quotation Date

The sales quotation's creation date.

Planned Delivery Date

The planned delivery date for the quotation line.

Warehouse

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

Order 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.

Effectivity Unit

A reference number, for example a sales order line or a project deliverable line, that is used to model deviations for a unit effective item.

Product Variant

A unique configuration of a configurable item. The variant results from the configuration process and includes information such as feature options, components, and operations.

Example

Configurable item: electric drill

Options:

  • 3 power sources (batteries, 12 V or 220 V)
  • 2 colors (blue, gray).

A total of 6 product variants can be produced with these options.

Channels

A sales or distribution channel used to assign goods to customer groups.

You can link channels to sold-to business partners and to items. Channels can be used in connection with available-to-promise (ATP).

You can assign a certain ATP volume to a channel. This volume limits the ATP for that channel to a maximum.

 

Channel Master Plan

Starts the Channel Master Plan (cpdsp5130m000) session.

Result: the line's planned delivery date is updated with the Date from this session.

Item Master Plan

Starts the Item Master Plan (cprmp2101m000) session.

Result: the line's planned delivery date is updated with the Period Start Date from this session.

Item Order Plan

Starts the Item Order Plan (cprrp0520m000) session.

Result: the line's planned delivery date is updated with the Date from this session.

Planned inventory transactions

Starts the Planned Inventory Transactions (whinp1500m000) session.

Result: the line is updated with the Warehouse from this session.

Alternative Items

Starts the Alternative Items (tcibd0505m000) in which you can select an alternative item.

Result: the line is updated with the Alternative Item from this session.

Generate Direct Delivery Order

Prepares the line for generation of a direct delivery order.

Result: the Direct Delivery check box is selected for the line.

ATP - Handling

Starts the ATP Handling (cprrp4800m000) session, in which you can carry out a fixed date check and fixed warehouse check.

Result: you can manually update the line with the outcome of the check. For example, a delivery scheme, a warehouse change, or a date change.

ATP - When Available - Single Delivery

Checks when the item is available in a specific warehouse. If inventory is not available on the specified date, inventory can be available on one or more dates after this date. LN takes the latest delivery date to carry out a single delivery.

Result: the quotation line's planned delivery date is updated and no delivery schedule is proposed.

Force Accept

Sets the quotation promising status to Accepted even though insufficient inventory is available.

Set to Not Accepted

Sets lines with the Exception status to Not Accepted.

Message Log

Starts the Message Log (tcstl1500m000) session, in which you can view the error messages for lines that have the Exception status.

Open Lines

Only displays lines with the statuses Not Accepted, Pending, and Exception