Sales orders - additional processesA number of processes do not always occur in the sales order procedure, but can be used optionally. Adding additional costs to a sales order Cost items are used to define surcharges such as freight, handling, and administrative fees. These costs can be put on a sales order so the order accurately reflects charges billed to a customer. Several cost items with additional costs can be assigned to an order by bringing them together in a cost set. Additional costs can be order based or shipment based.
For more information, refer to: Blocking and unblocking sales orders Several reasons can exist for blocking a sales order or a sales order line. An order can be held for more than one reason at any point in the sales order procedure. For more information, refer to Blocking sales orders. Changing sales data after release to Invoicing In some cases, you can update sales invoice data after the sales data is released to Invoicing. Depending on the invoice status, you can change:
For more information, refer to Changing sales data after release to Invoicing. Checking export compliance for sales orders If global trade compliance is applicable for export documents, sales orders are validated to ensure that the export compliance information is valid and the required licenses are available. For more information, refer to Global trade compliance for sales orders. Creating direct delivery orders On a sales order or service order, you can indicate whether you want the sold goods to be directly delivered. In case of a direct delivery, a sales order or service order results into a purchase order. Because the buy-from business partner delivers the goods directly to the sold-to business partner, Warehousing is not involved. For detailed information on generating and processing direct delivery orders, refer to the following topics: Creating freight orders from sales orders The Freight package can be used to handle transportation requirements. During sales order entry, you can identify and choose the appropriate means of transportation and generate a freight order from a sales order. The integration between Freight and Sales includes these topics:
For more information, refer to: Creating product variants If you specify a configurable item item on the sales order line, you can configure or link a product variant. An item is configurable if the Configurable check box is selected in the Items (tcibd0501m000) session.
For more information, refer to Product variants in Sales. Items with Default Supply Source set to Job Shop You must decide whether you want to use a Project Control project when producing product variants, or you want to use Product Configuration (PCF) without PCS. A PCS project is used to plan, produce, and control the manufacturing process. Consequently, the structure of the product variant is generated by project. The advantage of using PCS is that it provides an item with a detailed cost roll-up, and the possibility of pegging. However, in high volume environments, a detailed cost roll-up is often not required. Furthermore, using PCS requires extra time to calculate the project costs and to delete the project structure afterwards. If you want to use PCS for PCF, the Customize check box in the Items - Ordering (tcibd2100m000) session must be selected. If you want to use PCF without PCS, the Customize check box must be cleared. After the product variant is configured in the Product Configurator (tipcf5120m000) session, you must use the Generate (Project PCS) Structure for Sales Orders (tdsls4244m000) session to generate the project structure and/or product structure for the product variant. For more information, refer to How to use a product model in a sales order. Creating rush orders Every company deals with rush requests from customers. These requests usually require special payment and delivery terms. To determine whether a rush request is reasonable or not, and to be able to inform the business partner about the delivery date of an order, standard rush order conditions must be defined for a company. The two possible rush situations are:
For more information, refer to Rush orders. Creating sales order lines from a catalog You can create a new sales order line based on a catalog. For more information, refer to Using catalogs in sales orders and quotations. Creating sales orders from a template You can use sales order templates for recurring sales orders from the same (group of) business partner(s). You can generate sales orders or sales order lines based on an order template. For more information, refer to Using templates in sales orders. Demand pegging If the demand pegging functionality is used in a company, inventory is allocated when sales orders are created. In addition, a specification is linked to these orders. For more information, refer to Demand pegging overview. Handling ATP/CTP The ATP functionality is part of a more extensive order promising technique, called capable-to-promise (CTP). You can check the ATP/CTP for plan items during the ATP/CTP horizon as specified in the Items - Planning (cprpd1100m000) session. Before you can specify a plan item in the Items - Planning (cprpd1100m000) session, you must set the Order System field to Planned in the Items - Ordering (tcibd2100m000) session. To check an item's ATP/CTP at sales order entry:
If the free available inventory (ATP) and additional critical components and capacities (CTP) are insufficient to fulfill the order, various possibilities are presented to handle the shortage. One way to handle the shortage for a sales order is to propose a delivery schedule, which you can specify in the ATP Handling (cprrp4800m000) session. You can also use the ATP Handling (cprrp4800m000) session to perform offline ATP/CTP checks. For instance, you can collect multiple orders in written form and then use the ATP Handling (cprrp4800m000) session to carry out ATP/CTP checks. For more information, refer to Types of ATP and CTP checks. Handling backorders If only a part of the goods or none of the goods listed on a sales order are shipped, backorders can be created. A backorder can be created in the following modules:
For more information, refer to Backorder handling for sales orders. Handling components If you want to deliver components instead of main items, in the sales order procedure, you can define how components are handled. For more information, refer to Overview of kit handling in Sales. Handling installment orders Invoicing business partners is a normal and necessary part of business. Invoicing can be performed in a number of ways. Invoicing by installment enables you to send invoices for partial amounts or percentages of the total net amount before or after the ordered goods are actually delivered. To establish the installments, installment lines are linked to the sales order. For more information, refer to Installments. Handling promotions In Pricing under Common, promotions are defined for items and business partners. Promotions are used to offer extra discounts and/or free gifts (premiums) on sales orders or sales order lines. To check whether a promotion is defined for the item and/or the business partner of a sales order, LN uses promotion matrices. LN looks for valid promotions in the promotion matrices for which a matrix sequence number is defined. The retrieval of promotion matrices is controlled by the parameter settings in the Pricing Parameters (tdpcg0100m000) session. To retrieve promotions from a promotion matrix, LN looks for promotion matrices with a matrix definition and matrix attributes that match the properties of the relevant sales order. Note that all of the matrix attributes must match the properties of the order. When found, the promotion linked to the promotion matrix is applied to the sales order. Note If you enter a sales order or a sales order line, you can display and select eligible and/or applied promotions in the Sales Order Promotion Data Link (tdsls4536m000) session. For details on setting up promotions, refer to Setting up a promotion matrix. Handling return orders If goods must be returned on a sales order, a return order can be created. A return order can only contain negative amounts. A number of steps are involved in the return order process. For more information, refer to Sales return orders. Material prices on sales orders If the Material Pricing in Sales check box is selected in the Material Price Parameters (tcmpr0100m000) session, after setting up the material pricing master data, LN can retrieve material price information and calculate material prices for a sales order line. Linked material price information can be viewed in the Material Price Information (tcmpr1600m000) session. For more information, refer to Material price information – sales orders. Project pegging Project pegging in Sales includes the pegging of project costs for sales order lines and sales quotation lines. If project pegging is mandatory for the item on the sales order line or quotation line, a peg must be specified, which is a combination of project/budget, project element and/or project activity. For example, if demand is pegged for a sales order line, the goods are sold for and the costs are booked to the project, element, and activity on the sales order line. For more information, refer to Project pegging in Sales. Retrobilling sales orders If price changes are made to a sales contract or to an item because of price renegotiations, the retrobilling functionality can be used to re-invoice previously invoiced items for sales orders. Price differences are handled through retrobilled sales orders, which have an item quantity of zero and an order amount that includes the price difference. For more information, refer to Retrobilling in Sales. Setting up and using alternative items Whenever a stock shortage occurs for an item, you can offer the sold-to business partner an alternative item. To avoid the risk that an item becomes obsolete, you can first consume the available stock of the original item and then fill the remaining shortage with an alternative. For more information, refer to Alternative items. Specifying after-sales services An item can be sold with the related after-sales services. You can use a sales quotation or sales order to specify the after-sales services that are applicable for the sold item after delivery. You can specify these after-sales service related settings for an item:
Based on the settings, the after-sales service actions are executed when a delivered after-sales service line (item) is processed to Service. For more information, refer to Extended integration between Sales and Service for after-sales services. Static cross-docking order If you want to fulfill an existing sales order for which no inventory is available, you can take inbound goods immediately from the receipt location to the staging location for issue. To initiate this process, you must generate a cross-docking order. For more information, refer to Static cross-docking. Using consigned inventory If you want to use consigned inventory in the sales order procedure, you can define how consigned inventory is handled. For more information, refer to Consignment in Sales and Procurement. Using copy templates In LN you can indicate whether copy templates are used in the copy sales order (line) process. With copy templates, you can specify how order (line) data is copied. A copy template contains a standard set of copy exceptions with which you can complete the following:
For more information, refer to Copy templates. Using customer furnished materials To enable customers or their suppliers to furnish the materials that are required to produce a specific customer item, you can implement Customer Furnished Materials. Furnishing of customer materials is initiated from a sales order line, which includes the item that contains customer furnished materials. The sales order line has a linked demand peg for the customer demand. For more information, refer to Customer furnished materials in Sales and Procurement. Using price stages You can use price stages to categorize the price based on the phase of the price-negotiation process. As long as the price is not final, price stages are used to allow the continuation of the order process, but with a restriction on the activities that you can perform during this process. The blocking definition that is linked to the price stage determines the phase at which the sales order line must be blocked or a signaling message must be displayed. For more information, refer to Price stages - overview. Using priority simulations Order priority simulations help you determine the priority by which sales orders are handled in the warehouse for delivery. You can use a priority simulation to calculate the priority by which inventory is allocated to orders. To set actual priorities for sales orders, you must accept the results of the simulation. You can modify these results before accepting them. For more information, refer to Order priority (simulations).
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