| Sales Order Lines (tdsls4101m000)You can start this session as follows: - From the Sales Orders (tdsls4100m000) overview session, by clicking Order Lines on the appropriate menu
- From the Sales Order (tdsls4100m900) session, by selecting and double-clicking a sales
order line
- From the Sales Order Line (tdsls4101m900), by clicking Sales Order Line Details on
the File menu. If you start the current session from the Sales Order Line (tdsls4101m900) session, you can only maintain the default
sales order line data, but you cannot specify a new sales order line
- Stand-alone
In this session, you can only maintain order lines. You can
maintain delivery lines in the Sales Order Line (tdsls4101m900) session. Delivery lines can be created when
deliveries for the sales order line: - Must be taken from different warehouses
- Must be carried out on different days
- Must be delivered to different addresses
Note - This session can also display backorders for a sales
order line.
- In this session, you can modify the price for sales order
lines that are not yet delivered. To change the price of already delivered
sales order lines, use the Change Prices and Discounts after Delivery (tdsls4122m000) and Change Prices and Discounts of Sales Invoice Lines (tdsls4132m000) sessions.
- For a direct delivery, a
one-to-one relationship exists between the sales order line and the purchase
order line. As a result, updates to the sales order line can be synchronized to
the linked purchase order line. For a cross-docking order,
however, several purchase order line details can be linked to one sales order
line, or several sales order delivery lines can be linked to one purchase order
line. As a result, if you make changes to the sales order line, the link with
the purchase order line (detail)(s) can be broken.
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 Amount The total order amount. This is a cumulative value of all the
sales order line amounts after discounts are deducted. Example - Unit price is 10, quantity is 20, discount is
one
- Net amount = (unit price - discount) * quantity
- (10 - 1) * 20 = 180
Picture The item's picture, which is defaulted from the Picture field in the Items - General (tcibd0501m000) session. Sold-to 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
Order Balance The sum of the Order Balance, the Composed Invoice Balance, and the Balance Receivable of the selected invoice-to
business partner in the current financial company. Currency The currency in which the order balance is
expressed. Sales Representative An employee of your company who maintains contact with the
sold-to business partner. The employee number of the sales representative is
also used as a sorting criterion in the sales statistics. 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 credit limit is
expressed. Position The number used to identify the position of the order line on
the sales or purchase order. Line Type This field appears when the sales order line is of the Order Line type, which means that the order line is split up in several
sequences (delivery lines). The totaled quantities and amounts are visible on
this line. Premium If this check box is selected, a premium is linked to the
sales order line. Linked Information If this check box is selected, at least one order is
linked to the sales order line. To view the linked order(s), on the appropriate menu, click Linked Information, which starts the Linked Order Line Data (tdsls4102s200) session. Sequence Number The number used to identify in detail the position number of a
sales order (delivery) line or a purchase order line (detail). Back Order Quantity If this check box is selected, this line is a back order line. Item Item 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. 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. Item The code of the item that is sold. Note - 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 order line is saved, click Configurator in the current session.
- In the Generate (Project PCS) Structure for Sales Orders (tdsls4244m000) session, you can generate a
project structure or a product structure for a configured generic item, unless
its Default Supply Source is set to Assembly in the Items - General (tcibd0501m000) session.
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, you
cannot enter a list item in this field.
- This order is a return order and the Inbound BOM/List Items check box is cleared for the
warehouse in the WMS Interface Parameters (whwmd2105m000) session, you
cannot enter a list item of the type kit 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.
Standard Description If this check box is selected, the standard item
description is printed on the order line. If an order line text is also
present, the standard item description precedes the printout of the order line
text. If this check box is cleared, only
the order line text, if present, is printed on the order line. Engineering Item Revision 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. 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 order 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 order
line is unit effective, the effectivity unit is by default 0 (zero). You can
click the Requirements button 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 order 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 order line to indicate that optional materials must be used.
Delivery Type The delivery type of the sales order line. Note If the warehouse is WMS controlled, and
the Cross-docking check box is cleared for the warehouse
in the WMS Interface Parameters (whwmd2105m000) session, you cannot generate cross-docking orders. As a result, you cannot set this
field to Cross-docking. Contains Customer Furnished Material If this check box is selected, the order line contains customer furnished materials. Note - This check box can be selected only for purchased items and manufactured items.
- This check box can be selected only if the Delivery Type field is Warehouse or Production.
- This check box cannot be selected if the Inventory Handling field is By Component.
- This field is defaulted from the Contains Customer Furnished Material field of the Order Terms and Conditions (tctrm1130m000) session.
Warehouse The warehouse from which
the goods are shipped. Standard warehouse defaulting logic - Product variant (only for Manufactured items with the default supply source set to Assembly in the Items - General (tcibd0501m000) session).
- Ship-to Business Partner.
- Item Sales Data.
- Sales Order Header.
- User Profile.
- Item Ordering Data.
- Sales Office.
List Group The list group that is linked to the sold-to business partner and that is used to
find the list item components when you sell a list item to the sold-to business
partner. Note If the Allow Alternative List Groups check box is selected in the Sold-to Business Partner (tccom4110s000) session, during sales order line entry, you
cannot only select list items from the list group that is linked to the sold-to
business partner in the List Group field of
the Sold-to Business Partner (tccom4110s000) session, but also from other list
groups. 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 Order, Project (PCS), 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 Order, Standard Variant, or Pseudo Order in the Product Variants (Assembly) (tiapl3500m000) session.
Project The code of the project for which the item is required. Note This field can include a project from Manufacturing or from Project. Manufacturing - If you manually specify a project in this field, you must manually link the item
as a project part to the project by clicking Project Parts on the appropriate menu.
- If the sales order's Sales Office is linked to the same financial company
as the project's calculation office, you can enter any project in this field. If the sales order's Sales Office is linked to another financial company
as the project's calculation office, the value of the COGS and Revenues restricted to Financial Company of PCS Project check box in
the Project Details (tipcs2130m000) session determines whether you can enter the selected
project in this field.
Project If a peg is
required for the item on the sales order line, a project must be specified in this field. This field is
defaulted from the Project field in the Sales Orders (tdsls4100m000) session. Element The element linked to the project. Activity The activity linked to the project. Specification If this check box is selected, a specification is linked to the sales order
line. Make Customized If this check box is selected, this is an item for which no project structure and/or product structure is generated yet in the Generate (Project PCS) Structure for Sales Orders (tdsls4244m000) session and for which the order policy in the Item - Ordering (tcibd2100s000) session is set to To Order or to Anonymous. - If this check box is selected, you must generate a
product structure and/or a project structure for the item in the Generate (Project PCS) Structure for Sales Orders (tdsls4244m000) session. If this check box is cleared, you can still generate a project structure for anonymous
purchased, manufactured, cost, or service items in the Generate (Project PCS) Structure for Sales Orders (tdsls4244m000) session.
- After a project structure and/or a product structure is
generated for the item, LN clears this check box.
Whether or not you can generate a
project structure and/or a product structure for the item in the Generate (Project PCS) Structure for Sales Orders (tdsls4244m000) 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 type | Order Policy | Make Customized | Structure |
---|
Generic ( Default Supply Source = Shop Floor) | Anonymous | Yes (mandatory) | Generate product structure | Generic ( Default Supply Source = Shop Floor) | To Order | Yes (mandatory) | Generate project structure and product structure | Purchased/Manufactured | Anonymous | No | Generate project structure (1) | Purchased/Manufactured | Anonymous | Yes | Generate project structure and product structure | Purchased/Manufactured | To Order | No | Generate project structure (1) | Purchased/Manufactured | To Order | Yes | Generate project structure and product structure in case
no standard to order inventory is available | Cost/Service | Anonymous | Not applicable | Generate project structure (1/2) | Cost/Service | To Order | Not applicable | - |
1 | You can only generate a project
structure for these items if the Generate Project (PCS) Parts for all orders check box is
selected in the Generate (Project PCS) Structure for Sales Orders (tdsls4244m000) session. | 2 | You can only generate a project
structure for these items if the Generate Project (PCS) Parts for Cost/Service Items check
box is selected in the Generate (Project PCS) Structure for Sales Orders (tdsls4244m000) session. |
Ordered Quantity The quantity of items ordered by the sold-to business partner, expressed in the sales unit. Note This field is filled with the value of
the: - Confirmed Quantity field if this confirmed quantity
is greater than zero.
- Required Quantity field if the Confirmed Quantity is equal to zero.
- If you change the ordered quantity, the linked sales
order delivery lines are removed. As a result, you must recreate the sales
order delivery lines, if required.
Sales Unit The unit in which an item is sold. Hold Back Quantity The manually entered part of the ordered quantity that is
kept from being released when the sales order line is released to Warehousing. This
quantity is expressed in the sales unit. This field enables you to: - Only release a part of the Ordered Quantity to Warehousing. In
this way, you can assign limited stock to several business partners, instead of
to only one business partner.
- Notify the business partner in advance on what the
expected back order quantity will be.
Note If this field is filled, no deliveries
are executed yet for the sales order line. If a delivery is made and the back
order is confirmed in the Maintain and Confirm Back Orders (tdsls4125m000) session, LN empties the current
field and fills the Back Order Quantityin Order Unit field. Amount The net order line amount, expressed in the transaction
currency. This amount is calculated as follows: Amount = (Quantity * Price) - Order Line Discount Miscellaneous Blocked If this check box is selected, the order line is
blocked. Rush Order Line If this check box is selected, the order line is a rush order line. Default value This field is defaulted from the Rush Order field of the Sales Orders (tdsls4100m000) session. However, you can change the settings of the
line. You can, for instance, define one line of an order as a rush order
line. Text If this check box is selected, a text is present. Modified If this check box is selected, the sales order line is
modified after approval. If component lines are linked to the
sales order line that have the Modified check box selected in the Sales Order Line Components (tdsls4163m000) session, this check box is automatically
selected. Changes to sales order (component) lines can be
processed as follows: - Manually, by clicking Submit Changes on the appropriate menu of the Sales Order Lines - Components (tdsls4601m000) session.
- Automatically during the sales order approval
process.
- Automatically, when processing engineering BOM changes
to sales order (component) lines in the Process BOM changes to Sales Order (tdsls4263m000) session.
Note When changes are processed, the surplus is updated for the sales order line. Deliveries If this check box is selected, the order line is split
up into multiple delivery lines. If you click Planned Deliveries, you can view the various delivery
lines. Delivery lines are used to divide
orders for large quantities into several deliveries without the need to
generate separate orders for each delivery. Quantity Unit Binding If this check box is selected, the quantity unit is
binding. You cannot ship these goods in a packing unit other than the unit that
belongs to the quantity unit. Note LN checks whether the
ordered quantity does not lead to problems when shipping the goods. Example Quantity unit | boxes | Ordered quantity | 10 pallets (of 10 boxes) |
In the Items - Sales Business Partner (tdisa0510m000) session: - The Allow Overdeliveries check box is selected.
- The Tolerance Type field is set to Percentage.
- The Action field is set to Block.
- The value of the Maximum Tolerance field is 15.
As a result, at the most you can ship
11 pallets, which equals to a total of 110 boxes. If you want to ship 12
pallets, the tolerance of 15% is exceeded and you are not allowed to ship the
goods. Note If the warehouse is WMS controlled, and
the Unit is Binding check box is cleared for the
warehouse in the WMS Interface Parameters (whwmd2105m000) session, by
default this check box is cleared and disabled. Selling Price Details Order Date The date on which the order is manually specified or is
automatically generated. Default value This field is defaulted from the sales
order header. Sales Price Unit The unit on which the price for the item is based. Note The price can be based on a unit that
differs from the inventory unit of the item. Currency A generally accepted medium of exchange such as coins, treasury
notes, and banknotes. The following currency types are available in LN: - Home currency, which is used internally by companies to
calculate costs, record budgets, and register tax amounts
- Transaction currency, which is used in transactions with
business partners, such as orders and invoices
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 currency in which balances of entities shared by all the
companies of a financial company group are expressed. For example, LN uses the reference
currency for business partner balances. Note - The reference currency is the common base currency of the
companies in a multisite structure.
- For currency systems other than the standard currency system, the reference currency is a
company's base currency for all calculations with currencies.
/ The unit on which the sales price is based. When you enter an item, LN fills in the default
sales unit for this particular item. This unit can be equal to the inventory unit. Default Price Book The default price book's origin on which calculation of the
price is based. Contract Sales contracts are used to register agreements about the
delivery of goods with a sold-to business partner . A contract is comprised of the following: - A sales contract header with general business partner data,
and optionally, a linked terms and conditions agreement.
- One or more sales contract lines with price/discount
agreements and quantity information that apply to an item or price group.
You can click: - Link Contract, to link a contract to the sales
order line.
- Unlink Contract, to unlink an already linked
contract.
Note Initially, LN defaults the value
of this field from the Contract field of the Sales Orders (tdsls4100m000) 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. Contract Position Number The number of the sales contract line. Contract Sales Office The sales office that is responsible for the sales contract. Contract Ignored If this check box is selected, a valid contract is
present, but it is not linked to the order line. This check box is selected if one of the following is
applicable: - Multiple contracts are offered for selection, but no
contract is linked to the order line.
- A previously linked contract is manually unlinked from
the order line.
Note If a contract is automatically unlinked
due to field updates, this check box is cleared. Price excluding Material Price Surcharges The sales order line's initial price. All Materials have Actual Prices If this check box is selected, for all materials that are linked to the
sales order line, material actual prices are available. Discount Discount Origin The origin of the discount. Discount Code A way to indicate why a discount was granted. For example, you
can grant a discount because the customer orders large quantities. If you grant
a discount or if you add a surcharge to a sales invoice, you can enter a
discount code to indicate the reason. Surcharges and discounts can be the result of the
following: - Standard discounts
- Surcharges
- Payable commissions
- Payable rebates
Structure Discount % 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) order amount. The Total Discount Percentage is calculated as follows:
Total Discount Amount / (order 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 line discount used in this
formula, is the total of the level of discounts entered in the Line Discounts (tdpcg0200m200) session. Determining If this check box is selected, the selected sales order line is taken into account when the total order value is
calculated when applying total order discounts to orders. Promotion Details Total Promotion Discount The total promotion discount based on all applied promotions for the line. Order Line Causing Blocking of Header The position number of the original sales order line. Multiple Promotion Method The application method of multiple promotions if you select
multiple promotions at the sales line level. Shipping Shipping Ship-to 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. Ship-to Warehouse The warehouse to which the items are shipped. Note - If the Payment field set to No Payment or Pay on Use, this field is defaulted from the Ship-to Warehouse field in the Items - Sales Business Partner (tdisa0510m000) session
- If the Origin of the sales order is Purchase, this field must always be filled.
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. Delivery Point The business partner's delivery point at which you must deliver the items. 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 sales order
header's Planned Delivery Date. However, the sales order line's planned delivery date
can deviate from the sales order header's planned delivery date, if: - You change the planned delivery date manually.
- You recalculate the planned delivery date with the Calculate button.
- Component lines are linked to the sales order line. This
field displays the latest planned delivery date of all linked component
lines.
Note - After the the planned delivery date is calculated and
if a delivery pattern is defined in a linked terms and conditions agreement, the planned delivery date is changed into the
first delivery moment that is available in the pattern.
- If Sales Control is responsible for transportation and consequently a freight order is generated from the sales order line, the Planned Delivery Date must be considered as the planned load date.
Planned Receipt Date The planned date for the customer to receive the goods. Note - The default value is the sales order header's Planned Receipt Date.
- This field is filled with the value of the Confirmed Receipt Date field if this confirmed
receipt date is filled.
- If component lines are linked to the sales order line, this
field displays the latest planned receipt date of all linked component
lines.
Customs Value The tax that is levied on an export article's
value. The customs value is used during the
customs check. If this field is filled, the customs value no longer needs to be
calculated when passing the customs, which saves time and transport
costs. For direct deliveries, the customs value is passed on to the
purchase order from the sales order. For more information, refer to Direct delivery. Note The customs value only applies if the
goods are delivered by Warehousing. If this field is filled and you release the sales order to Warehousing, the
customs value is defaulted to Warehousing. Default value This field is defaulted with the item's sales price. If the sales price is zero, the cost of goods sold (COGS) is displayed by
default. The default customs value is calculated
as follows: Price - order line discounts - order header discount
You can manually change the default
value. For example, you can change the customs value
if: - A company delivers a spare part that is covered by the
guarantee. The spare part's price is zero, but the spare part's value, and as a
result the customs value, is greater than zero.
- A company lends out a machine to a business partner
abroad. The price for this service is zero, however the machine's value, and as
a result the customs value, is greater than zero.
Order Priority This field indicates the priority for the allocation of a
sales order line. Shipping Constraint The conditions related to the shipment of goods. 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. Delivery Terms The agreements with the business partner, concerning the way
the goods are delivered. Relevant information is printed on various order
documents. Note This field is defaulted from the sales
order header. However, if this order line is a rush order line, the following applies: - The delivery terms are defaulted from the Rush Delivery Terms field in the Sales Order Parameters (tdsls0100s400) session.
- If the Rush Delivery Terms are empty in the Sales Order Parameters (tdsls0100s400) session, this field is defaulted from the
sales order header.
You can always change the default
value. Point of Title Passage The point at which the legal ownership changes. At this point,
the risk passes from the seller to the buyer. Shipment The shipment identification
number is allocated to each delivery when Warehousing reports
the delivered quantities on the sales order line. Shipment Line The number of the shipment line that is linked to the sales order line. Extra Intrastat Info Statistical import/export data that is not available as
standard information in LN, but which is required on the sales listing or the Intrastat
declaration by some of the EU member states. You can add up to 15 data fields to the Intrastat statistical
data by defining them as extra Intrastat information set. You can assign the
extra Intrastat information sets to warehouse order lines. Freight Generate Freight Order from Sales If this check box is selected, a freight order can be
generated from the sales order line. Route The route according to which
the sales order line is normally delivered. Carrier/LSP An organization that provides transport services. You can link
a default carrier to both ship-to and ship-from business partners. In addition,
you can print sales and purchase orders on a packing list, sorted by
carrier. For ordering and invoicing, you must define a carrier as a
business partner. 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. 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.
Enter a service level to ensure that
the same service level is used in the freight order as in the sales order. Warehouse Warehouse 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. Release Date The planned date to release the order to Warehousing. To be able to deliver at the planned
delivery date, LN calculates the planned release date as follows:
Planned Delivery Date - outbound lead time
Inventory Handling This field indicates whether a complete item or its components are delivered. Note If the CTP Check for Sales check box is selected in the Planning Parameters (cprpd0100m000) session, and the sales order line is set to By Component, the ATP is checked for all components when the available-to-promise is
checked for the sales order line. If one of the components has insufficient
ATP, you cannot save the sales order line. Default value - If the item type is a kit,
this field is by default set to By Component.
- If the item is a manufactured item or a generic item, this field is by default set to By Main Item. If required, you can change the value to By Component.
- If the item is a phantom, by default this field is set to By Component. To deliver the phantom as an end item, and generate its
order planning in Enterprise Planning, you must change the value from By Component to By Main Item.
- In all other cases, this field is by default set to By Main Item.
Note This field cannot have the value By Component, if: - The item is not a kit item, phantom item, generic item,
purchased BOM, or manufactured BOM.
- The Quantity Unit Binding check box is selected.
- The sales order type is set to Consignment Replenishment, or Consignment Invoicing, which you can define in the Sales Order Types (tdsls0594m000) session.
- The components of the sales BOM are no longer valid.
- The sales order is a return order with a WMS controlled
warehouse, and the Inbound BOM/List Items check box is cleared for the
warehouse in the WMS Interface Parameters (whwmd2105m000) session.
- 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.
Component Handling Define how components are handled for the sales order line. Note - This field can only be defined if the Extended Kit Handling Implemented check box is selected
in the Sales Order Parameters (tdsls0100s400) session and the Inventory Handling field is set to By Component in this session.
- For collect orders, cost orders, retrobilled orders,
consignment orders, and return rejects orders, this field is automatically set
to Not Applicable.
Default value This field is defaulted as follows: - From the Sales Order Types (tdsls0594m000) session.
- If the Component Handling field is Not Applicable in the Sales Order Types (tdsls0594m000) session, from the Items - Sales (tdisa0501m000) session.
- If the Component Handling fields are Not Applicable in the Sales Order Types (tdsls0594m000) and Items - Sales (tdisa0501m000) sessions, this field is by default set to Sales BOM.
Terminated If this check box is selected, the sales order line is
terminated. As a result, the processing of the remaining components of a partially delivered sales order line is
terminated. Note As long as you can cancel an order line,
you cannot terminate it. Lot Selection You can select special conditions for the delivery of lot items. Note If the warehouse is WMS controlled, the Lot Selection Same and Lot Selection Specific check boxes in the WMS Interface Parameters (whwmd2105m000) session determine whether you can select
the Same and/or Specific value in this field. Lot A number of items produced and stored together that are
identified by a (lot) code. Lots identify goods. If the Lot Selection field is set to Specific,
you can select a lot from one of the following sessions: Note - Each delivery must be from this lot. If a delivery has
taken place, and the value of the Lot Selection field is Same, LN fills the Lot field with the code of the next lot to be delivered.
- A lot can be linked to a lot and serial set in the Lot and Serial Set (tcibd4111m000) session. You can view the lot and serial set to which
the item is linked by clicking the Lot and Serial Set button in the Sales Order Actual Delivery Lines (tdsls4106m000) session.
Serial Number Selection This field determines how serial numbers are selected (if
applicable). Item serialization is defined in the Items - General (tcibd0501m000) session. Serial Number The serial number for the item that will be sold. You can manually enter a serial number
if the Serial Number Selection field is set to Specific and the order line's
quantity is one. Note If the Ordered Quantity for the serialized item is more than
one in the Sales Order Lines (tdsls4101m000) session, and the item is kept in
inventory, LN generates
a separate sales order delivery line for each serial number in the Sales Order Planned Delivery Lines (tdsls4101m100) session after the shipment is confirmed in Warehousing, or
after an advance shipment notice is received in case of a direct delivery order. Each serial number is linked to a
separate lot and serial set in the Lot and Serial Set (tcibd4111m000) session. You can view the lot and serial set to which
the serial number is linked by clicking the Lot and Serial Set button in the Sales Order Actual Delivery Lines (tdsls4106m000) session. If the serialized item is not kept in
inventory, LN does not
store the serial number(s) on the sales order line or the delivery lines, but
in a lot and serial set in the Lot and Serial Set (tcibd4111m000) session. This lot and serial set contains multiple
lots and/or serials. You can view the serial set that is linked to the order
line and the serials that are linked to the serial set by clicking the Lot and Serial Set button in the Sales Order Actual Delivery Lines (tdsls4106m000) session. Supplying Site The supplying site on which the item is available. The supplying site is used as the
buy-from business partner if a purchase order is generated. Ship-from Warehouse The warehouse where the item is available. 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. Delivery Note 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. Confirmations Quantities Required Quantity Unit The unit in which the Required Quantity is expressed. Required Quantity The quantity of items that is required by the sold-to business partner, expressed in the inventory
unit. Confirmed Quantity The ordered quantity that is confirmed to the customer. Note This field can only be filled if the Use Confirmation (Sales) check box is selected in the Implemented Software Components (tccom0100s000) session. Confirmed Quantity Unit The unit in which the Confirmed Quantity is expressed. Confirmed Quantity The ordered quantity that is confirmed to the customer, expressed in the inventory
unit. Note This field can only be filled if the Use Confirmation (Sales) check box is selected in the Implemented Software Components (tccom0100s000) session. Minimum Required Quantity The ordered quantity that is at least required by the planner. This field is used
for information purposes only. Note This field can only be filled if the Use Confirmation (Sales) check box is selected in the Implemented Software Components (tccom0100s000) session. Minimum Required Quantity Unit The unit in which the Minimum Required Quantity is expressed. Minimum Required Quantity The ordered quantity that is at least required by the planner, expressed in the
inventory unit. This field is used for information purposes only. Note This field can only be filled if the Use Confirmation (Sales) check box is selected in the Implemented Software Components (tccom0100s000) session. Dates Required Receipt Date The required date for the sold-to business partner to
receive the goods. Minimum Required Receipt Date The receipt date that is at least required by the planner. This field is used for
information purposes only. Confirmed Receipt Date The receipt date for the items, which is confirmed by the
buy-from business partner or confirmed to the sold-to business partner. This date is used for several purposes: - As one of the bases by which the vendor rating is determined.
- As the default value for the confirmed receipt date on the
order lines.
- As the reference date for the printing of reminders.
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. Inventory Main Item - Warehouse Inventory Inventory on Hand The physical quantity of goods in one or more warehouses
(including the inventory on hold). Default value This field is defaulted from the On Hand field of the Item Inventory (tcibd1500s100) session. Inventory on Order The planned receipts. The inventory has been received and the
inbound advice is generated. However, the advice is not yet released. This
quantity is included in the economic stock. Default value This field is defaulted from the On Order field of the Item Inventory (tcibd1500s100) session. Inventory Allocated Inventory throughout all warehouses that is allocated to
outbound order lines. After the inventory is shipped, that is, has left the
warehouse, the allocation is deleted. Also referred to as standard allocation
or soft allocation. See also inventory location allocation. Default value This field is defaulted from the Allocated field of the Item Inventory (tcibd1500s100) session. Committed A quantity of goods that is blocked. On-hold inventory can
arise when the location, the lot, the zone, or the stock point is blocked. You
can block inventory for various reasons, for example, for inspection or
cycle-counting. If a location has been blocked for all transactions, the
blocked quantity is equal to the inventory on hand. You cannot partially block
the inventory at a location. Default value This field is defaulted from the Committed field of the Item Inventory (tcibd1500s100) session. Order Line Quantity Ordered Quantity The quantity of items ordered by the sold-to business partner, expressed in the inventory
unit. Note This field is filled with the value of
the: - Confirmed Quantity field if this confirmed quantity is greater than zero.
- Required Quantity field if the Confirmed Quantity is equal to zero.
- If you change the ordered quantity, the linked sales
order delivery lines are removed. As a result, you must recreate the sales
order delivery lines, if required.
Hold Back Quantity The manually entered part of the ordered quantity that is
kept from being released when the sales order line is released to Warehousing,
expressed in the inventory unit. This field enables you to: - Only release a part of the Ordered Quantity to Warehousing. In this way, you can assign limited stock to several
business partners, instead of to only one business partner.
- Notify the business partner in advance on what the
expected back order quantity will be.
Note If this field is filled, no deliveries
are executed yet for the sales order line. If a delivery is made and the back
order is confirmed in the Maintain and Confirm Back Orders (tdsls4125m000) session, LN empties the current
field and fills the Back Order Quantityin Order Unit field. Invoicing Invoicing Invoice A company that is used for posting financial data in Financials. You can link one
or more enterprise units from multiple logistic companies to one financial
company. Invoice A user-defined three-position code used to identify documents.
The series linked to the transaction type give documents the sequence number. Invoice Number The identification of an invoice, which consists of the
transaction-type code and the first free number in the series used for invoices
for the order type. Amount Delivered Amount = Delivered Quantity * (Price - Discount
Amount per Order Line). Sales Type A sales order property that allows you to identify the kind of
sale made and the kind of receivable. This property is used to post the sales
to the correct Accounts Receivable account when the invoice is created. To post a sales
invoice, LN retrieves
the control account from the sales type linked to the sales order line, project
contract, and so on. Note A control account is defined for every sales type. When
sales invoices are posted, LN retrieves the sales type to determine the control account that
must be used for posting. 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 The following defaulting logic applies: - If the sales order line is generated from a delivery
scheme, the payment terms are defaulted from the contract header.
- If the sales order line is generated from a sales quotation, the payment terms are defaulted from the
quotation.
- If the sales order line is a return order line that is
generated from a Schedule document type with a linked contract, the terms
of payment are defaulted from the contract header.
- If the sales order line is a return order line, the
payment terms are defaulted from the Payment Terms for Credit Notes field in the Invoice-to Business Partner (tccom4112s000) session.
- If the sales order line is generated from an available-to-promise delivery schedule or the sales
order is a retrobilled order, the payment terms are defaulted from the
original order line.
- If the sales order line is generated from another
origin or is manually entered, the following defaulting sequence applies:
- If the sales order line is a rush order line, the payment terms are defaulted from the Rush Payment Terms field in the Sales Order Parameters (tdsls0100s400) session.
- If a contract is linked to the sales order line,
the payment terms are defaulted from the contract header.
- The payment terms are defaulted from the sales
order header.
Link to Monthly Billing Invoicing A schedule for the generation of monthly billing invoices. For
example, you can define a closing method to generate two monthly billing
invoices each month: one on the 15th day of the month and one at the end of the
month. Payment Use this field to define the payment between the sales
office, which issues the sales order, and the customer. Note - This field is set to Pay on Receipt if the Delivery Type field reads Sales, Invoicing, or Direct Delivery.
- This field is set to Pay on Use if the Consignment Replenishment check box is selected for
the order type in the Sales Order Types (tdsls0594m000) session.
- This field is set to Pay on Receipt if the Component Handling field is set to Component Lines.
Default value This field is defaulted from the Order Terms and Conditions (tctrm1130m000) session. Self-Billing If this check box is selected, self-billing is applicable
to the sales order line. In this case, the invoice is created by the sold-to
business partner. Return Ownership Use this field to define the ownership of the goods if
goods must be returned. Based on the sales order's Payment field, the owner can be the company, the
supplier, or the customer. With this Return Ownership field, Warehousing determines which inventory must be returned. Tax 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 sales
order 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. 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
sales order lines in the same sales 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. Tax Code The tax code that applies to the sales order line. Note - If the country displayed in the Tax Country field uses a tax provider to calculate tax and is therefore listed in the Countries for Destination Sales Tax (tctax6103m000) session, tax countries on other
sales order lines in the same sales 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.
- The tax code that can be entered in this field can only
be of the VAT kind.
Own Tax Number A number used to identify legal persons or businesses. The tax
authorities assign the tax numbers to the registered businesses. Your business
partners must provide you with their tax number. Business partners without a
tax number are considered to be private persons. BP Tax Country The country in which the
business partner has the tax ID. BP Tax ID 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 first uses
the planned delivery date and next the actual delivery date. Exempt Reason The reason code that indicates why a sold-to business
partner can be exempt from tax for a certain transaction and jurisdiction. 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.
- The reason code must be of the Tax Exemption type and must be date effective, as valuated by the Order Date.
Exempt Certificate The exemption certificate that is assigned to the business partner by the tax
authority. 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.
Freight Invoice for Freight If this check box is selected, freight costs must be
invoiced to the invoice-to business partner. 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. 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 You can still update the freight amount
in the current session. If this check box is cleared, the
freight amount can be updated by Freight. 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 Orders (tdsls4100m000) session, LN determines how to retrieve the freight amount. 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. Reference Changes Change Reason Lines The reason that can be assigned to a changed purchase document
(line) or sales document (line). Default value This field is defaulted from one of the following
fields in the Sales Order Parameters (tdsls0100s400) session: Note If required, you can overwrite the
default change reason code. Change Type Lines The indicator of the type of change of a changed purchase order
(line) or sales order (line). Default value This field is defaulted from one of the following
fields in the Sales Order Parameters (tdsls0100s400) session: Note If required, you can overwrite the
default change type code. Reference Order Reference The reference to the order number of another application. Order Line Reference The reference to the order line number of another
application. Subcontracting Reference A reference that is sent by the manufacturer to the
subcontractor to enable the subcontractor to link the subcontracting purchase
order to the supplied materials. The subcontractor stores the subcontracting
reference in its specification as allocated to reference Note This field is filled with the
subcontracted purchase order/position/sequence number. Specification Allocated to Business Partner The supply that fills this demand must have been allocated or hard pegged to the sold-to business partner displayed in this field. LN uses this
characteristic to find a matching supply for this demand. Allocated to Business Object The supply that fills this demand must have been allocated or hard pegged to the type of order displayed in this field. LN uses this
characteristic to find a matching supply for this demand. Note The following fields are always used in combination;
together, they identify the relevant order or order line: - Business Object Type
- Business Object
- Business Object Reference
Business Object The supply that fills this demand must have been allocated or hard pegged to the order,
or order line, displayed in this field. LN uses this
characteristic to find a matching supply for this demand. Note The following fields are always used in combination;
together, they identify the relevant order or order line: - Business Object Type
- Business Object
- Business Object Reference
Business Object Reference The order or order line to which the items were allocated. LN can use this
characteristic to find a matching supply for this demand. Note The combination of the following fields identifies
the order or order line to which the ordered items were allocated: - Business Object Type
- Business Object
- Business Object Reference
Allocated to Reference The supply that fills this demand must have been allocated or hard pegged to the reference code displayed in this field. LN uses this
characteristic to find a matching supply for this demand. LN can use this field in two ways: - If the Business Partner field is filled, LN uses the Reference field to record a reference code defined by
a customer.
- If the Business Partner field is empty, LN uses the Reference field to record an internal
reference.
You can use a reference code to keep a
collection of parts linked together, even if they follow different routings,
for example, if some of the parts are transported to a subcontractor to be returned later. Use Unallocated Inventory If this check box is selected, unallocated inventory
can be allocated and used to supply the demand order. First, allocated
inventory is used, then unallocated inventory. If this check box is cleared, only
allocated inventory can be used. Product Variant The supply that fills this demand must have been allocated or hard pegged to the product variant displayed in this field. Note This field can only be filled if the following are
applicable: - The Sell Multiples of Same Configuration check box is selected in the Assembly Planning Parameters (tiapl0500m000) session.
- The Sell Multiples of Same Configuration check box is
selected in the Product Variants (Assembly) (tiapl3500m000) session.
- The item is a Manufactured item with the default supply source set to Assembly in the Items - General (tcibd0501m000) session.
Default value This field is defaulted from the Product Variant field in the current
session. 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 total quantity of supply orders that is hard pegged and will be received in the Warehouse, expressed in the sales unit. On Order The total quantity of supply orders that is hard pegged and will be received in the Warehouse, expressed in the inventory unit. Unallocated The inventory on hand that is not allocated in the Warehouse, expressed in the sales unit. Unallocated Quantity The inventory on hand that is not allocated in the Warehouse, expressed in the inventory unit. | |