| Items - Sales (tdisa0501m000)Use this session to view and maintain sales
related data by item. In this session, you can only maintain and display sales
related data by item. This data is linked to an already defined item in the Items (tcibd0501m000) session. In the details session, you can maintain the following
sales-related item data: Item The raw materials, subassemblies, finished products, and tools
that can be purchased, stored, manufactured, and sold. An item can also represent a set of items handled as one kit,
or which exist in multiple product variants. You can also define nonphysical items, which are not
retained in inventory but can be used to post costs or to invoice services to
customers. The examples of nonphysical items: - Cost items (for example, electricity)
- Service items
- Subcontracting services
- List items (menus/options)
Note In this field, you cannot enter a list item of the type Kit if the
following conditions apply: - The Return Components check box is selected.
- The warehouse is WMS controlled, and the Inbound BOM/List Items check box is cleared for the
warehouse in the WMS Interface Parameters (whwmd2105m000) session.
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. Actual Supply Source The supply source that is valid at the current date and time. Note Most of the time, this field is equal to the Item Type field of the Items (tcibd0501m000) session. However, this field can have a different
value if the supply source is temporarily changed in the Date-Effective Supply Source (tcibd0510m000) session. Item Type A classification of items used to identify if the item is, for
example, a purchased item, a manufactured item, or an equipment item. Depending
on the item's type, certain functions will only apply to that item. Default value This field is defaulted from the Item Type field in the Items (tcibd0501m000) session. Search Key I An alternative form of a description used for convenience
during searching. Typically, it is an abbreviation, an acronym, or a mnemonic
alternative to a full description. Subject to Trade Compliance Note This field is available only if the Export Compliance check box is selected in the Global Trade Compliance Parameters (tcgtc0100m000) session. Inventory on Hand The physical quantity of goods in one or more warehouses
(including the inventory on hold). Margin %
Margin % = sales price - standard cost / sales price or standard cost ¹ - The sales price is retrieved from the Items - Sales (tdisa0501m000) session.
- The standard cost is retrieved from the Items - Costing (ticpr0107m000) session.
¹ This depends on the setting of the Base Price for Gross Profit Calculation field in the Sales Order Parameters (tdsls0100s400) session. Item Signal A warning message displayed if you enter or select an item to
which a signal is linked. Item signals can also be used to block the issue
and/or requisition of items. Business-partner signal A warning message displayed if you select a business partner
to whom a signal is linked. Sales Unit The unit in which an item is sold. If you enter an item, LN enters the default
sales unit for this particular item. This unit can be equal to the inventory unit. If the sales unit is not equal to the inventory unit, you can
specify the sales unit in the Units by Unit Set (tcmcs0112m000) session. Commitment Policy Specify for each item if and when you want to commit the
ordered quantity automatically. Note You can change the commitment policy as long as no
commitments are made for the item in the Inventory Commitments (whinp2100m000) session. Minimum Quantity to Commit The minimum quantity that must be committed in case of a
partial allocation. If both the Minimum Quantity to Commit and the Minimum Rate for Commitment fields have significant values, the quantity to be
committed is checked against both fields. LN uses whichever number
is higher. Example - The value of the Minimum Quantity to Commit field is 5.
- The value of the Minimum Rate for Commitment is 10%.
For an order of 100, the minimum quantity is 5 and the
minimum rate (converted to a quantity) is 10. This results in a minimum
commitment of 10 for partial allocation. For an order of 20, the minimum
quantity is still 5, but the minimum rate (converted to a quantity) is 2. In
this case, the minimum commitment quantity is 5 for partial allocation. Minimum Rate for Commitment The minimum rate that must be delivered in case of a partial allocation. If both the Minimum Quantity to Commit and the Minimum Rate for Commitment fields have significant values, the quantity to be
committed is checked against both fields. LN uses whichever number
is higher. Example - The value of the Minimum Quantity to Commit field is 5.
- The value of the Minimum Rate for Commitment is 10%.
For an order of 100, the minimum quantity is 5 and the
minimum rate (converted to a quantity) is 10. This results in a minimum
commitment of 10 for partial allocation. For an order of 20, the minimum
quantity is still 5, but the minimum rate (converted to a quantity) is 2. In
this case, the minimum commitment quantity is 5 for partial allocation. Minimum Order Quantity This is the default quantity for the Ordered Quantity field in the applicable sales
document. If you use order quantities lower than the value specified in this
field, a warning message is displayed. Direct Delivery from Quantity If the order quantity on the sales order line, delivery
line, or the sales quotation line is equal to or greater than the quantity
specified in this field, LN automatically sets the Delivery Type field to Direct Delivery in the Sales Order Lines (tdsls4101m000) session, and the Sales Order Planned Delivery Lines (tdsls4101m100) session, or selects the Direct Delivery check box in the Sales Quotation Lines (tdsls1501m000) session. Release to Warehouse If this check box is selected, the issue of the item is
carried out in Warehousing. If this check box is cleared, the issue of the item is
carried out in the Sales Control module. Note - If the sales item is a physical item, this check box is
selected and disabled, because physical items must always be released to Warehousing.
Physical items are all items except items of type Cost, Service, Equipment, and Subcontracted Service.
- If the sales item is a cost item or a service item, this check box is enabled. So, you can decide per item whether it
is released to Warehousing.
- If the sales item is a Subcontracted Service item, an Equipment item, or a list item of the type menu or option, this check box is always cleared and disabled.
- This check box is used to determine whether the Warehouse field in the Sales Order Lines (tdsls4101m000) session can be left empty.
Warehouse The warehouse where the
sales item is stored. Component Handling Define how components are handled if the sales item is a component. 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 Item Type is Purchased, Manufactured, or Generic (with the default supply source set to Job Shop in the Items (tcibd0501m000) session). Shipping Constraint The conditions related to the shipment of goods for this sales
item. Item Sales Text If this check box is selected, item sales text exists. Choose Text Editor to
create, copy, select, or view the text. Accessories Allowed If this check box is selected, accessories are
defined for this item. Return Components If this check box is selected, components of a kit can be returned separately. Note This check box is only used if the order is a return order. Sales Price Unit If you enter an item, LN fills in the default
sales unit for the item. This unit can be equal to the inventory unit. If the sales unit is not equal to the inventory unit, you
can record the sales unit in the Units by Unit Set (tcmcs0112m000) session. Sales Price 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.
Material Price This total material base price is retrieved as
follows: - The item material content is retrieved from the Item Material Content (tcmpr0120m000) session for the current date.
- For each material, the base price is retrieved from the Materials (tcmpr0110m000) session.
- A material price is calculated using the content quantity
and unit, quantity factor, billable quantity factor, and base price by
material.
- The material prices are converted to the reference currency
and are added together in a total material base price.
Note - This field is visible only if the Material Pricing check box is selected in the Implemented Software Components (tccom0500m000) session and the Material Pricing in Sales check box is selected in
the Material Price Parameters (tcmpr0100m000) session.
- This field is applicable for Purchased and Manufactured items.
- This field is used for information purposes only.
Sales Price Group A group of items with corresponding price and discount agreements. Note - If you enter an item, LN fills in the sales
price for that particular item.
- You can predefine price groups in the Price Groups (tcmcs0124m000) session.
Sales Statistics Group Note - You can use the Sales Statistics Group field as a selection criterion in various sessions of the Statistics module.
- You can predefine this statistics group in the Statistical Groups (tcmcs0144m000) session.
Last Sales Price Transaction Date The last date on which the sales price of the item was changed. Suggested Retail Price The sales price that suppliers recommend and that resellers
charge their customers. Upper Margin The upper margin is the percentage that the actual sales price
is allowed to exceed the target price. Lower Margin The lower margin is the percentage that the actual sales price
is allowed to be lower than the target price. If this percentage is negative,
the item can only be sold for a price higher than the target price. This is the
case when the target price is the standard cost. Sales Commission Group Select the commission group by
zooming to the Commission/Rebate Groups (tdcms0118m000) session. Sales Rebate group Select the rebate group by
zooming to the Commission/Rebate Groups (tdcms0118m000) session. Tax Code Note This tax code is used if an item is entered in: - A sales quotation.
- A sales contract.
- A sales order.
Allow Overdeliveries If this check box is selected, Warehousing is
allowed to ship an over delivery for the item. Tolerance Type This field indicates if the tolerance for the over delivery is expressed either as a percentage or a quantity. You have the following options: Percentage The tolerance is represented as a percentage of the order
quantity. Quantity The tolerance is a fixed quantity. No No tolerance type is applicable, because the Allow Overdeliveries check box is cleared.
Action You have the following options: Warn If the maximum tolerance is exceeded, LN gives a warning message
to Warehousing. Block If the maximum tolerance is exceeded, LN blocks the shipment in Warehousing. No LN does not take any action.
Maximum Tolerance The quantity or percentage the shipped quantity is allowed to
exceed the ordered quantity. LN uses
this field to determine the default value of the Maximum Quantity Tolerance field in the Warehousing Orders (whinh2100m000) session and the Allowed Overdelivery Quantity field in the Outbound Order Lines (whinh2120m000) session. Percentage If the Tolerance Type field is Percentage, you can specify a maximum of 999.99 in this
field. If you release a sales order or sales schedule to Warehousing, the
following occurs: - LN defaults the percentage you specified in this field to the Maximum Quantity Tolerance field of the Warehousing Orders (whinh2100m000) session.
- LN calculates the quantity that is allowed for an over delivery and enters this
quantity in the Allowed Overdelivery Quantity field of the Outbound Order Lines (whinh2120m000) session.
Quantity If the Tolerance Type field is Quantity and a sales order or sales schedule is released
to Warehousing, the
following occurs: - LN sets the value of the Maximum Quantity Tolerance field in the Warehousing Orders (whinh2100m000) session to zero.
- LN defaults the quantity you entered in this field to the Allowed Overdelivery Quantity field of the Outbound Order Lines (whinh2120m000) session.
Note For sales schedules, over deliveries can be specified as
long as the outbound advise is not released in the Outbound Advice (whinh4525m000) session. For sales orders, over deliveries can be specified through
confirmation of the shipment line. Caution! The maximum (percentage) value of the Maximum Quantity Tolerance field in the Warehousing Orders (whinh2100m000) session can never exceed 999.99. | |