| Sales Order - Lines (tdsls4100m900)Use this session to view, enter, maintain,
and process a specific sales order and linked sales order lines. You can specify a sales order header and lines on one screen.
This session enables you to quickly enter the most important information for a
sales order and to process the order. You can manually specify sales orders,
you can use templates if orders reoccur, or you can use catalogs. - You can start this session from the Sales Orders (tdsls4100m000) overview session, by double-clicking a record, or by
entering a new sales order. You can also start this session stand-alone.
- To view the details of the sales order header, click Sales
Order Details on the File menu of the current session. As a result, the Sales Orders (tdsls4100m000) details session starts.
- To display fields from the Sales Orders (tdsls4100m000) details session in the current session, click
Customize Form on the View menu. As a result, you can indicate which fields you want to hide and unhide.
- To view the details of a sales order line, select and
double-click a sales order line. As a result, the Sales Order Lines (tdsls4101m000) session starts.
- Only order lines are displayed in this session. Delivery
lines are not displayed. To view and maintain these lines, select an order line
and click Planned Deliveries on the appropriate menu of the
Lines tab.
Note This session is mostly used by sales representatives that are
in direct phone contact with customers who want to place an order or want to
have information on an order, or by sales clerks that must enter a large amount
of sales orders in high pace. Tabs The lines on the tabs refer to these sessions: Order Lines Refers to the Sales Order Lines (tdsls4101m000) session. On this tab, you can enter and view
the lines of the sales order. Double-click the line for more detailed
information. Order Promising Release to Warehousing Refers to the Release Sales Order Lines to Warehousing (tdsls4501m140) session. You can view the sales order lines that are waiting to be released to Warehousing. If you
select a line, you can release the line to Warehousing. After
the line is released, it is removed from the current tab. Actual Delivery Lines Invoice Lines Refers to the Sales Order Invoice Lines (tdsls4106m100) session. LN only displays lines
for which items are delivered. After an invoice line is approved, you can
release the line to Invoicing. On this tab, LN displays lines that are waiting to be invoiced, and lines that are
already released to Invoicing. Back Orders Relations Refers to the Sales Order Line - Relations (tdcms0141m000) session. On this tab, you can view and link relations to sales order lines. This tab is disabled if
the Linking of Relations On fields are set to Sales Order in the Commissions/Rebates Parameters (tdcms0100s000) session. Monitor
Note - If you cannot find a specific sales order line on the Release
to Warehousing tab, or the Invoice Lines tab, the sales order line might not be
ready yet for releasing. To find out whether another activity must be carried
out before the sales order line can be released to Warehousing or Invoicing, start the Sales Order Line Status (tdsls4534s000) session by clicking Status on the appropriate menu of the
Lines tab.
- You can copy existing order lines to new order lines. If you
select the order line(s) and click the Duplicate Sales Order
Line button, all selected lines are copied into the current sales
order.
- If you select an order line(s) and click the Show
attachments button, you can link document revisions to the sales
order line in the Objects Links (dmcom8110m000) session and/or link files
to the document revision in the File Linking (dmdoc4540m002) session.
Business Partner Usually a customer's purchase department, the business partner
who orders goods or services from your organization, that owns the
configurations you maintain, or for whom you perform a project. The agreement with the sold-to business partner can include
the following: - Default price and discount agreements
- Sales order defaults
- Delivery terms
- The related ship-to and invoice-to business partner
Address The sold-to business partner's address code. Area A region used to group business partners, customers, suppliers
and employees on a geographical basis. Default value The default area that is assigned to the sold-to business
partner is derived from the Sold-to Business Partners (tccom4510m000) session. Order Discount The order discount percentage that is applied to the sales order. Note For cost items and service items, no order header discount
is calculated. Default value The default order discount percentage is
derived from the Sold-to Business Partners (tccom4510m000) session. Sales Price List List of default prices and discounts for customers and
suppliers. You can link price lists to items and item groups, and to sold-to
and buy-from business partners. BP Prices/Discounts A business partner can be selected as parent. This means that
the order discount specified for this business partner is the input for the
relevant order. If a parent business partner is defined on an order, LN first searches for
the order discount defined for the parent business partner. If an order discount is not specified for the parent or if no
parent is specified, LN searches for the order discount that is specified for the business partner on
the order. BP Texts A business partner can be selected as 'parent'. This means that
the texts that are specified for this business partner are the input for the
relevant order. If a parent business partner is defined on an order, LN first searches for
texts as defined for the parent business partner. If texts are not specified for the parent or if no parent is
specified, LN searches
for the texts that are specified for the business partner on the order. Total Promotion Discount The total promotion discount based on all applied promotions. Multiple Promotion Method Indicates the application method of multiple promotions if you
select multiple promotions at the sales order header level. ZIP Code/Postal Code The business partner's ZIP code. Customer Order The number the sold-to business partner assigned to the order.
In the automotive industry, it can represent the sold-to business partner's
purchase contract number. Reference A The first extra reference by which the order or request for
quotation can be identified. This reference is printed on various order
documents and lists. Reference B The second extra reference field that you can fill with extra
information. This reference is printed on the order documents and lists. Contract A customer-oriented contract, agreed upon by buy-from business
partners and sold-to business partners that is used to record specific
agreements for specific projects. A special contract can also be a promotional
contract. For special contracts, an overlap in effectivity periods is
allowed for the same item/business partner combination. After the contract number is entered, the order header data
is loaded with the default values in the header of the contract. Specific
addresses are also copied. In this way, the contract terms are adopted on the
order level, allowing adoption of the contract price and/or contract discount
as well. The purpose of this field is to serve as a default for the Contract field of the Sales Order Lines (tdsls4101m000) session. However, the action LN takes depends on the
value of the Several Special Contracts Allowed by Sales Order check box in the Sales Contract Parameters (tdsls0100s300) session. Note The contract must be: - Active. The check whether a
contract is active or not is performed based on the Sales Price Date Type parameter in the Pricing Parameters (tdpcg0100m000) session.
- Of the Special Contract type.
Original Document No The transaction type code on the document for the return order. Original Document No The original document number for the return order. Note - If the fields in the Returns group box are filled and you click Copy from Original Document on the appropriate menu, dependent
on the Original Document Type, a session starts from which
you can select the lines of the original document to be copied to the current
order. As a result, a link is created between the original order line and the
return order line.
- When a return order is linked to an original Order and you click Copy from Original Document on the appropriate menu, the
original sales/issue integration transactions are reversed. When copy from
original order is not carried out, fixed transfer price (FTP) is used to create the
financial integration transactions for the sales return order.
Return Reason The reason why the delivered goods are rejected and
returned. Internal Sales Representative The sales representative of your company who is responsible for contact with the
sold-to business partner. External Sales Representative The sales representative of your company who calls on the sold-to business
partner, mainly by visits. Header Text If this check box is selected, header text exists for
the sales order. This text is printed on the sales invoice. Footer Text If this check box is selected, footer text exists for
the sales order. This text is printed on the sales invoice. Sales Order Type The order type, which determines the sessions that are part of
the order procedure and how and in which sequence this procedure is executed. Default value The default value is the order type assigned to the
customer in the Sold-to Business Partner (tccom4110s000) session. If no order type is assigned to the sold-to business partner, the default is the order type assigned to the user's logon code in the Sales User Profiles (tdsls0139m000) session. Note If the warehouse is WMS controlled, and the Collect Orders check box is cleared for the warehouse
in the WMS Interface Parameters (whwmd2105m000) session, you cannot enter a collect order type in this field. Sales Order A unique control number assigned to each new customer order,
usually during order entry. A sales order number is often used by order
promising, master scheduling, cost accounting, invoicing, and so on. For some
make-to-order products, a sales order number can also take the place of an end
item part number by becoming the control number that is scheduled through the
finishing operations. Order Date The date on which the order is manually specified or is
automatically generated. Rush Order If this check box is selected, this order is a rush 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. Default value When you enter a sales order, LN retrieves the sales
office from the Sales User Profiles (tdsls0139m000) session. This value can be changed. If no sales
office is found in the Sales User Profiles (tdsls0139m000) session, LN searches the Sold-to Business Partner (tccom4110s000) session. If no sales office is found in the Sold-to Business Partner (tccom4110s000) session either, no sales office is defined.
As a result, LN cannot
retrieve a default sales office. Financial Department The department that determines the financial company to which
the transaction must be posted and which is responsible for the tax declaration
in the tax country of the order. The financial company's home
country must be the tax country of the order. The financial department is an accounting office of the financial company. If the financial company of the administrative department has
a tax number in the tax country of the order, the financial department is the
same department as the administrative department. The financial department enables you to process financial
transactions for an order in another financial company than the financial
company of the sales office. Note - The financial department must have a tax ID in the tax
country.
- This field is only visible if the Use Tax Numbers of other Financial Companies check box is selected in the Tax Parameters (tctax0100m000) session.
Default value - This field is defaulted from the Sales Office field.
- This field retrieves the default financial data of its
financial company for the sales order.
Planned Delivery Date The planned date on which the items on the order/schedule line
must be delivered. The planned delivery date cannot occur before the order
date/schedule generation date. Default value The default value is the Order Date. However, the planned delivery date can deviate from the
order date if: - You change the planned delivery date manually.
- You recalculate the planned delivery date with the Calculate button.
Planned Receipt Date The planned date for the customer to receive the
goods. Default value The default value is the Planned Delivery Date. However, the planned receipt date can deviate from the
planned delivery date if: - You change the planned receipt date manually.
- You recalculate the planned receipt date with the Calculate button.
Order Confirmation Date The date on which the buy-from business partner confirmed the
purchase order, or the date on which the sales order is confirmed to the
sold-to business partner. The order confirmation date is used for the calculation of
order confirmation objective ratings in vendor rating. The buy-from business
partner is given a rating according to the time interval between the order date
and the order confirmation date. Note This field can only be filled if the Use Confirmation (Sales) check box is selected in the Implemented Software Components (tccom0100s000) session. Shipping Constraint The terms and conditions related to the shipment of goods. Default value This field is defaulted as follows: - From the Sales Order Types (tdsls0594m000) session.
- If the Shipping Constraint is Not Applicable in the Sales Order Types (tdsls0594m000) session, from the Sold-to Business Partners (tccom4510m000) 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. Warehouse A place for storing goods. For each warehouse, you can enter
address data and data relating to its type. Carrier/LSP The company responsible for the transportation of goods to the
ship-to business partner. Delivery Terms The agreements with the business partner, concerning the way
the goods are delivered. Relevant information is printed on various order
documents. Default value If this order is a rush order, this field is defaulted from the Rush Delivery Terms field in the Sales Order Parameters (tdsls0100s400) session. However, you can change the
default value. Shipment The shipment to which the shipment based additional costs are linked. Note This field is automatically filled and disabled for sales
orders with the Shipment origin. You can manually enter a shipment ID
for sales cost orders with the Manual origin. Point of Title Passage The point at which the legal ownership changes. At this point,
the risk passes from the seller to the buyer. Motive of Transport A reason code that indicates why transportation takes place,
for example, Repair, Sales, Transfer, and so on. Delivery Code A reason code that indicates who is to pay for the
transportation of the goods. Business Partner The business partner to which you send invoices. This usually
represents a customer's accounts payable department. The definition includes
the default currency and exchange rate, invoicing method and frequency,
information about the customer's credit limit, the terms and method of payment,
and the related pay-by business partner. The default value in this field is taken from the Sold-to Business Partner (tccom4110s000) session or from the Invoice-to Business Partner (tccom4112s000) session. If no Invoice-to Business Partner is
found in the Sold-to Business Partner (tccom4110s000) session, LN searches the Invoice-to Business Partner (tccom4112s000) session. If no Invoice-to Business Partner is is
found in the Invoice-to Business Partner (tccom4112s000) session either, no Invoice-to Business Partner is
defined, and LN cannot
enter a default value. The Invoice-to Business Partner entered in this field is taken as the default value in the Sales Order Lines (tdsls4101m000) session. Status The status of the sales order. Workflow Status The status that applies if the business object requires authorization using ION Workflow. When you perform a change that requires authorization, a
checked-out version is automatically created for the business object. The
changes you submitted are only effective after approval/check-in. You can also
undo your changes, or recall your submitted changes. - Checked-out and checked-in objects are displayed in the Checked-out Objects (ttocm9599m000) session.
- From the appropriate menu of this session, select Workflow and then select the
required action for the business object.
Allowed values If the business object is checked out, this field shows an Object status. If the business object is checked in,
this field shows an Approval status. Regardless of the object being checked in or out, if a
description is specified for the object type in the Workflow Information Fields (ttocm0106m000) session (which is displayed as a
tab in the Object Types (ttocm0102m000) session), this field always shows the value of
the appropriate Description field. Note For more information on setting up and using ION Workflow
for business objects in LN, refer to the Infor LN Integration Guide for
Infor ION Workflows and Monitors at Infor Xtreme. Installments You can indicate if and how the sales order is invoiced in installments. Note This field is disabled if the sales order: - Is a cost order, a collect order, a consignment order, a
return order, or a retrobilled order.
- Contains lines with a different Tax Code and the Apply Tax to Installments check box is selected in
the Sales Order Parameters (tdsls0100s400) session.
- Contains lines with a different Project and the Link Installments to Projects check box is selected
in the Sales Order Parameters (tdsls0100s400) session.
- Contains lines with a different Sales Type.
Self-Billing If this check box is selected, self-billing is applicable. In this case, the invoice is
created by the sold-to business partner. Tax Classification An attribute of order headers and order lines that you can use
to define tax exceptions for the transaction. LN retrieves the
default tax classification from the invoice-from and invoice-to business
partners. For example, you can use the tax classification to
indicate: - That payments to an invoice-from business partner are subject
to withholding tax and social contributions
- To group business partners that have the same tax aspects for
your company, for example, subcontractors, or agents
- That the tax must be paid in a country other than the sales
office or service office's home country
Default value This field is defaulted from the Business Partner Tax Classification field of the Invoice-to Business Partner (tccom4112s000) session. Freight Costs to be Invoiced If this check box is selected, the invoice-to business
partner is invoiced for the freight costs you make. Invoice Freight Costs Based On A company can invoice freight rates to the invoice-to business
partner, based on one of the following: - Freight Costs
- Freight Costs (Update Allowed)
- Client Rates
Note The default value of this field is taken from the Invoice for Freight Based On field in the Invoice-to Business Partner (tccom4112s000) session. Business Partner The business partner from which you receive payments. This
usually represents a customer's accounts payable department. The definition
includes the default currency and exchange rate, the customer's bank relation,
the type of reminders you send to the business partner, and the frequency of
sending reminders. Payment Terms Agreements about the way in which invoices are paid. The payment terms include: - The period within which invoices must be paid.
- The discount granted if an invoice is paid within a given
period
The payment terms allow you to calculate: - The date on which the payment is due
- The date on which the discount periods expire
- The discount amount
Default value If this order is a rush order, this field is defaulted from the Rush Payment Terms field in the Sales Order Parameters (tdsls0100s400) session. However, you can change the
default value. Late Payment Surcharge The percentage that is charged over the goods amount or over
rendered services that the recipient of the invoice must pay if the invoice is
not paid within a specified period. Payment Method The method used to create a payment (purchase invoice) or a
receipt (sales invoice). The payment method defines details such as: - The maximum amount
- The due date
- Allowance of foreign currencies and other details which must
be printed on the report
These are default values that you can change on the order or
on the invoice. Order Reference The reference to the order number of another application. Business Partner The business partner to which you ship the ordered goods. This
usually represents a customer's distribution center or warehouse. The
definition includes the default warehouse from which you send the goods, the
carrier who carries out the transport, and the related sold-to business
partner. Address The ship-to business partner's address code. Note If the sales order is of the Consignment Replenishment type, you can zoom to the Warehouses (tcmcs0503m000) session to display all consignment owned warehouses that are linked
to the ship-to business partner. After a consignment warehouse is selected and
the consignment replenishment sales order is released to Warehousing, LN uses the ship-to
address for determining the warehouse that must be replenished and that must be
used on the warehouse transfer order. If the ship-to address is a default address, LN checks whether it is
linked to a consignment owned warehouse for the ship-to business partner in the Warehouses (tcmcs0503m000) session. If yes, the address is accepted. If not, the
address of the first consignment owned warehouse that is linked to the ship-to
business partner, is used. Order Weight The total weight of the items ordered on the sales order lines.
The weight is calculated based on the ordered quantity and is expressed in the
company's base weight unit, as defined in the Weight field of the MCS Parameters (tcmcs0100s000) session. The order weight is the sum of the weight of the order
lines. The order line weight is calculated as follows : (Ordered Quantity * Conversion Factor Sales to Inventory Unit) * (Item Weight * Conversion Factor Item Weight to Base Unit Weight) Note An item's weight can be defined in the Items - General (tcibd0501m000) session. The following order lines are excluded from the order
weight calculation: - Order lines with a negative quantity
- Canceled lines
- Potential back order lines
- Total lines
Note - You must click the Calculate button to calculate the order
weight.
- Blocked lines and direct delivery lines are included in the
order weight calculation.
- Back orders lines are included in the order weight
calculation, but the order line's delivered quantity is used in the order
weight calculation.
- The packaging weight is not taken into account.
- The line weight of a sales order line that contains a Sales BOM is the sum of the weight of the related BOM lines.
- The line weight of a sales order line that contains Component Lines is the sum of the weight of the related component lines.
Order Amount The sales order's total order amount. Exchange Rate Type A way to group currency exchange rates. You can assign
different currency exchange rates to different invoice-to business partners
and/or to different types of transactions (purchase, sales, and so on). Rate Determiner The method to decide which date is used to determine the
exchange rates. During the composing process, all amounts in foreign
currencies are converted to the home currency, based on the determined exchange
rate. Rate/Rate Factor The factor by which an amount in a different currency is
multiplied to calculate the amount in the currency base. Rate Factor The factor by which the amount in the transaction currency or
the invoice currency is divided before LN converts it to a
home currency. A rate factor is often used for currencies that have a
relatively low price, for example, Korean Won. Rate/Rate Factor The conversion between the home currency and the currency that
is used on the sales order. Amount Including Tax The outcome of this field is the sum of the Order Amount and Tax Amount fields. Available Credit The value of this field is calculated as follows: The value of the Credit Limit field minus the sum of the following
fields in the Invoice-to Business Partner Balances (tccom4513m000) session: - Order Balance
- Balance Receivable
- Composed Invoice Balance
Credit Limit The maximum financial risk that you accept or are insured
against concerning an invoice-to business partner, or that an invoice-from
business partner accepts concerning you. When you create orders, LN continually checks
that the total amount of created and invoiced orders does not exceed the credit
limit. When you exceed the limit, LN gives a warning message. Currency The currency in which the Available Credit and the Credit Limit are expressed. | |