Contract Deliverables (tppdm7100m100)

Use this session to create and maintain contract deliverables.

Note
  • Contract Deliverables can be Hardware and Non-Hardware. For hardware deliverables Manufactured, Shop floor and Purchased and Assembly type items are allowed. For non-hardware deliverables items of type Cost are allowed.
  • A deliverable line must be linked to a project and element and/or activity.
  • A contract line can be linked to one or more deliverables.
  • For a contract deliverable with the status Free, you can use the ATP Handling option on the Actions tab to check if an item's inventory is available-to-promise (ATP), or capable-to-promise (CTP), or both.

Infor LN allows multiple users to approve the related transactions using the ION based workflow-process status. For more information, refer to Workflow status process.

 

Item
Contract

The code that uniquely identifies the contract.

Description

The description or name of the code.

Contract Line

The contract line number.

Description

The description or name of the code.

Contract Status

The contract status.

Note
  • If the contract header status is Canceled, all the lines are also set to Canceled.
Contract Line Status

The contract line status.

Note
  • The contract line can be set to Active only if the contract is set to Active.
  • If the contract header is Canceled, all the lines are also set to Canceled.
Sold-to Business Partner

The sold-to business partner for the contract deliverable line.

Description

The description or name of the code.

Item
Deliverable

The contract deliverable line number.

Sequence

The sequence number of the contract deliverable.

Type

The type of deliverable for the contract deliverable line.

Item

The code of the standard or customized item.

Description

The description or name of the code.

Standard Description

If this check box is selected, the item description is printed on the deliverable invoice. If this check box is cleared, only the deliverable line text, if present, is printed on the deliverable invoice.

Note

The item description is copied while copying the deliverable lines, creating deliverable schedules, backorders and returns. This field is disabled when the item is delivered.

Contains CFM

If this check box is selected, the deliverable line contains customer furnished materials.

Note

This check box can be selected only for purchased items and manufactured items.

Item Coding 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.

Alternative Item Code

The alternative item code for the item in the selected item code system. LN prints this item code of the contract deliverable item on the invoice, if the Invoice Type field in the Contracts (tpctm1100m000) is set Delivery Based and if the Customer Item Code checkbox in the Invoicing Methods (tcmcs0155s000) session is selected.

Export License Required

If this check box is selected, an export license is required to export the deliverables.

Effectivity Unit

The effectivity unit code for the project deliverable item.

Description

The description or name of the code.

Product Variant

The product variant for the deliverable item.

You can configure the deliverable item using the Product Configurator (tipcf5120m000) or select the product variants defined for the item in the Product Variants (tipcf5501m000) session if:

  • the Product Configurator (PCF) check box is selected in the Implemented Software Components (tccom0100s000) session.
  • for the item, the Item Type field is set to Generic in the Items - General (tcibd0501m000) session.
  • the Default Supply Source is set to Shop Floor.
  • the Order Policy field is set to Anonymous in the Item - Ordering (tcibd2100s000) session.
Warehouse

The warehouse from which the deliverables can be shipped to the customer.

Description

The description or name of the code.

Lot Selection

The lot selection type applicable to the deliverable line.

Allowed values

Lot Selection.

Lot Selection

The lot number.

Serial Selection

The method to determine whether serial selection is applied to the deliverable line.

Allowed values

Serial Selection.

Serial Selection

The serial number of the item.

Quantities
Scheduled Quantity

The quantity of items scheduled to be delivered to the sold-to business partner.

Unit

The unit of measure used to express the quantity.

Inventory Unit Quantity

The scheduled quantity of the deliverable item expressed in inventory unit.

Unit

The unit of measure in which the inventory unit quantity is expressed.

Delivered Quantity

The quantity of the items delivered to the sold-to business partner.

Unit

The unit of measure in which the quantity is expressed.

Accepted Quantity

The quantity of items accepted by the sold-to business partner.

Ordered Quantity

The ordered quantity of the deliverable item.

Backorder Quantity

The backorder quantity of deliverable items.

The backorder quantity can be calculated as:

Backorder Quantity = Ordered Quantity - Delivered Quantity

If the deliverable is linked to a schedule line, LN displays the total backorder quantity of all deliverable lines with status set to Active, for the contract.

Dates
Status

The status of the deliverable line.

Allowed values

Deliverable Status.

Contract Delivery Date

The date requested by the sold-to business partner to deliver the contract. LN defaults the value from the Contract Lines (tpctm1110m000) session.

Confirmed Delivery Date

The date confirmed by the sold-to business partner for delivering the contract.

Planned Receipt Date

The planned date when the deliverables must be received.

Planned Delivery Date

The date when the items are planned to be delivered.

Backorder Present

If this check box is selected, a back order is linked to the contract deliverable.

Return Deliverable

If this check box is selected, the contract deliverable is a return order.

Deliverable lines for a return order can be created:

  • Manually
  • By copying data from original deliverable, schedule, shipment or invoice.

The inventory valuation for the returned item is based on the method used to create the return deliverable line. If the return deliverable line is created manually, the inventory value is based on FTP inventory valuation method. If the return deliverable is created from the original deliverable, schedule, shipment or invoice, the inventory value is based on the (MAUC). For more information, refer to Moving Average Unit Cost (MAUC).

Delivery Schedule Present

If this check box is selected, one or more delivery schedule line are present for the deliverable line. You can maintain delivery schedules if there are no shipping constraints for the deliverable line.

Note:

This field is enabled only if the Shipping Constraint field on the Shipping tab is set to None.

Delivery Schedule Complete

If this check box is selected, the deliverable quantity matches the quantity defined on the schedule lines in the Contract Deliverables Schedule (tppdm7100m200) session.

Price
Currency

The currency used to express the amount.

Description

The description or name of the code.

Sales Price

The default sales price per unit of the deliverable item. It can be changed manually.

Price Origin

The origin of the sales price. This is a display field.

This field can have the following values

  • Item Sales Data: The sales price originates from the Items - Sales (tdisa0501m000) session.
  • Default Price Book: The sales price originates from the default sales price book entered in the Price Books (tdpcg0111m000) field of the Pricing Parameters (tdpcg0100m000) session.
  • Manual: The sales price is entered manually.
  • Contract: The sales price originates from a sales contract.
  • Price Structure: The sales price originates from a price book linked to the Pricing Control (PCG) matrix of the price matrix type.
  • External: The price originates from an external package.
  • Product Variant: The price originates from the Product Configuration module.
Settlement Amount

The amount of the advance payment to be settled when invoicing the contract deliverable. For example, a contract deliverable's total sales amount is 1500 Euro with an advance payment of 1000 Euro, and the amount to be settled is 750 Euro. In this case, 750 Euro is settled from the advance payment amount of 1000 Euro and the balance amount to be invoiced is 750 Euro.

Note
  • This amount can only be defined for contract lines with the invoice type Delivery based.
  • Infor LN defaults the value based on: Contract line Liquidation% * Sales Amount.
  • This amount must not exceed the sales amount.
  • This field is disabled, if the contract deliverable is shipped or partially shipped.
  • Settlement amount is not applicable for the Return deliverables and Back Orders.
Total Amount to be Settled

The total amounts to be settled, based on the schedule lines, if any, for the contract deliverable.

Note

Infor LN calculates the amount based on the ordered quantity.

Customs Value

The amount defined as the custom's value. The default value is the sales price defined for the deliverable. LN defaults this amount to Warehousing when the sales order is released to Warehousing.

Shipping
Shipping
Ship-to Business Partner

The ship-to business partner for the contract deliverable.

Description

The description or name of the code.

Ship-to Address

The address of the ship-to business partner.

Ship-to Address

The description or name of the code.

Delivery Point
Description

The description or name of the code.

Ship-to Contact

The contact of the ship-to business partner.

Description

The description or name of the code.

Shipping Constraint

The shipping constraints specified on the deliverable lines.

Allowed values

Shipping Constraint.

Unit Binding

If this check box is selected, LN can force the WMS to ship specific units.

Acceptance Point

The location where the goods are accepted.

Allowed values

Acceptance Point

Delivery Terms
Description

The description or name of the code.

Point of Title Passage
Description

The description or name of the code.

Route

The route linked to the contract deliverable.

Description

The description or name of the code.

Carrier/LSP

The carrier / LSP for the contract deliverable.

Description

The description or name of the code.

Carrier / LSP Binding

If this check box is selected, carrier / LSP binding is applicable for the contract deliverable.

Freight Service Level

The freight service level for the contract deliverable, defined in the Freight Service Levels (tcmcs0175m000) session.

Description

The description or name of the code.

Warehouse Order

The warehouse order number generated based on the Default Order Types by Origin (whinh0120m000) for the deliverable line. LN does not run the Project Requirement Planning (PRP) engine for contract deliverables.

Position Number

The position number of the warehouse order line.

Sequence Number

The sequence number of the warehouse order line.

After Sales
Use Installation Group

The code of the installation group linked to the contract deliverable.

Note

The value is defaulted from the Project (tppdm6600m400) session, if a service order is generated in Project. The installation group links the contract deliverables to Service. Contract deliverables (that are serialized items) are automatically transferred to Service when shipped to the customer, only if the deliverables must be maintained in Service.

Project
Project

The code that identifies the project linked to the contract deliverable line.

Description

The description or name of the code.

Project Status

The Project Status for the contract deliverable line.

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.

Element

The project element linked to the contract deliverable line.

Description

The description or name of the code.

Plan

The project plan linked to the contract deliverable line.

Note

You can view this field only if the Use Plan check box is selected in the Project Planning Parameters (tppss0100s000) session.

Activity

The project activity linked to the contract deliverable line.

Description

The description or name of the code.

Milestone

The project milestone to the contract deliverable line.

Description

The description or name of the code.

Cost Component

The cost component linked to the contract deliverable line.

Description

The description or name of the code.

Tracking
Created by

The code that identifies the user who created the deliverable line data.

Description

The description or name of the code.

Creation Date

The date when the deliverable line data was created.

Last Modified by

The user who last modified the deliverable line data.

Description

The description or name of the code.

Last Modified on

The date when the deliverable line data was last modified.

References
Customer
Customer Order

The customer order number linked to the contract deliverable.

Customer Order Line

The position number of the customer order linked to the contract deliverable.

Text

The additional text related to the contract deliverable.

Item Picture

The picture of the item.

Text

If this check box is selected, a text is present.

Return from
Shipment

The reference code to the original shipment linked to the contract deliverable.

Invoice

The reference code to the original invoice linked to the contract deliverable.

Deliverable

The reference code to the original deliverable linked to the contract deliverable.

Schedule

The reference code to the original deliverable schedule linked to the contract deliverable.

Reason

The code that identifies the reason for return of the deliverable items.

Description

The description or name of the code.

Return Ownership

The defined ownership to whom the deliverable items must be returned.

Allowed values

Ownership

Tax
Tax
Tax Classification

The tax classification for the contract deliverable line, defined in the Tax Classifications (tctax0116m000) session.

Description

The description or name of the code.

Exempt

If this check box is selected, the tax code represents tax exemption.

Tax Country

The tax country for the contract deliverable line.

Description

The description or name of the code.

Own Tax Number

The tax number allotted by the government.

Tax Code

The tax code for the contract deliverable line, defined in the Tax Codes by Country (tcmcs0536m000) session.

Description

The description or name of the code.

BP Tax Country

The tax country of the sold-to business partner for the contract deliverable line.

BP Tax Number

The tax number allotted by the government to the sold-to business partner.

Tax Exemption Certificate

The tax exemption certificate number if tax is exempted on the deliverable line

Note

You can enter the tax exemption certificate number if the Exempt checkbox is selected.

You can view this field if in the Tax Parameters (tctax0100m000) session:

  • the Tax Exempt Level field is set to Extended and
  • at least one of the search sequence levels is set to Exemptions by Country or Exemptions by Country Set.
Tax Exemption Reason

The code that identifies the reason if tax is exempted on the deliverable line.

Note

You can enter the tax exemption reason if the Exempt checkbox is selected.

You can view this field if in the Tax Parameters (tctax0100m000) session:

  • the Tax Exempt Level field is set to Extended and
  • at least one of the search sequence levels is set to Exemptions by Country or Exemptions by Country Set.
Additional Information
Additional Field

User-defined fields that can linked to LN tables. Additional information fields are do not add any specific value to LN as functional logic is not linked to the contents of these fields.

 

Set Status to

Sets the status of the deliverable line to the selected value.

Free

Sets the status of the deliverable line to Free.

Active

Sets the status of the deliverable line to Active.

Released to Warehousing

Sets the status of the deliverable line to Released to Warehousing.

Delivered

Sets the status of the deliverable line to Delivered. This is applicable for the non-hardware deliverables not handled via Warehousing. Hardware deliverables as well as non-hardware deliverables that are handled via Warehousing get set to Delivered if the shipping successfully has been completed.

Closed

Sets the status of the deliverable line to Closed.

Canceled

Sets the status of the deliverable line to Canceled.

Requirements

Starts the Effectivity Unit (tcuef0102m000) session where you can select the requirement(s) defined for the effectivity unit.

Note

The sales price of the contract deliverable is updated based on the sales base price of the item (retrieved from either Sales Contracts (tdsls3500m000)/ Price Book Lines (tdpcg0131m000)/ Items - Sales (tdisa0501m000) session) and the upgrade price of the requirements selected in the Requirement - Effectivity Units (tcuef0107m000) session.

Get Sales Price

Retrieves the sales price for the contract deliverable item.

Configure Product Variant

Starts the Product Configurator to define the product variant options. This option is enabled only if the Status is set to Free.

Generate Product Structure

Generates the product variant structure for the deliverable item and prints a report. This option is enabled only if the Status is set to Free When you generate the product structure, Infor LN prints a report with the product variant options or the errors, if any. If no errors are found, Infor LN generates a code for new standard item or uses the code of an existing item that matches the selected features and calculates the cost..

Generate Product Structure

Generates the product variant structure for the deliverable item and prints a report. This option is enabled only if the Status is set to Free When you generate the product structure, Infor LN prints a report with the product variant options or the errors, if any. If no errors are found, Infor LN generates a code for new standard item or uses the code of an existing item that matches the selected features and calculates the cost..

Product Variant Options

Starts the Product Variant Options (tipcf5520m000) session.

Product Variant Sales Price Structure

Starts the Product Variant Sales Price Structure (tipcf5530m000) session.