Sales Quotation Lines (tdsls1501m300)Use this session to view the sales quotation lines that are displayed based on the filter settings in the Sales Quotes (tdsls8310m000) session. When you double-click a line, the Sales Quotation Lines (tdsls1501m000) session is started.
Expiry Past Due The number of days after which the sales quotation line
expires. Note
Sold-to Business Partner The business partner who orders goods or services from your
organization, who owns the configurations you maintain, or for whom you perform
a project. Usually a customer's purchase department. The agreement with the sold-to business partner can include:
Note You cannot change this field if quotation lines exist. Quotation The document number that identifies the sales quotation. Line You can generate multiple alternatives for one quotation line.
The main position is assigned a sequence number of zero. Sequence numbers 1, 2,
3, and so on, represent the alternatives 1, 2, 3, and so on. Note
Alternative You can generate multiple alternatives for one quotation line.
The main position is assigned a sequence number of zero. Sequence numbers 1, 2,
3, and so on, represent the alternatives 1, 2, 3, and so on. Note
Item The code of the item that is sold. Note
If the warehouse is WMS controlled:
Item Description The description of the item. Note If you entered an existing item code in the Item field, this field displays the general item description. If the Item field is empty, you can enter a description of the new item in this field. Status The quotation line's status. Allowed values
Note You cannot confirm a line if an alternative line has already been confirmed. Reason for Success/Failure Quotation The reason for the quotation line's success or failure. Warehouse The code of the warehouse from which
the items are delivered. Note Quotations cannot be entered for warehouses of the following types:
Standard warehouse defaulting logic
Work Center If the sales quotation item is a generic item that needs final
assembly, the work center is required on the sales order. 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. Inventory Handling This field indicates whether the main item inventory or the BOM
components inventory must be issued when the quotation is converted into a
sales order. 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, this field cannot be set to By Component. Quotation 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. Allowed values Inventory on Hand The item's inventory on hand expressed in the inventory unit.
This field is updated on-line when either inventory or material is issued. The inventory on hand is one of the factors determining the economic stock. 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. Expiry Date The final day on which the quotation is valid. The default expiration date for the quotation is automatically calculated by adding the number of days specified in the Effectivity Period field in the Sales Quotation Parameters (tdsls0100s100) session to the quotation date. Inventory on Order The expected quantity to be received by all warehouses expressed
in the inventory unit. Inventory Allocated The quantity allocated for production or sales in all warehouses expressed
in the inventory unit. Note These allocations are updated on-line from the following modules:
Committed The committed quantity
that is promised to be delivered to the sold-to business partner, expressed in the inventory unit. Quotation Allocations The quantity of the item allocated to sales quotations. 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:
Tax Country The country used for tax
purposes. Planned Delivery Date The planned delivery date for the quotation line. Tax Code The tax code that applies to the sales quotation line. Note 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 Number 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 uses the planned delivery date. 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:
Default value This field is defaulted from the sales quotation header. Exempt Reason The reason why the sold-to business partner or your own
company is exempt from sales tax. Note
Planned Receipt Date An anticipated receipt that corresponds to an open purchase
order or open production order. Note
Exempt Certificate The exemption certificate that is assigned to the business partner by the tax
authority. Note
Invoice forFreight If this check box is selected, freight costs must be
invoiced to the invoice-to business partner. 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 Quotations Overview (tdsls1500m000) session, LN determines how to retrieve the freight amount. 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 If the quotation is converted to a sales order, the freight amount can however be updated in the Sales Order Lines (tdsls4101m000) session. If this check box is cleared, the freight amount can be updated by Freight. Header Quote Reference The reference to the quotation number of another application. Line Quote Reference The reference to the quotation line of another
application. Sales Order The document number that identifies the sales order. Sales Order Line The number that identifies the sales order line. Ordered Quantity The number of items that are delivered to the ship-to business
partner. This quantity is expressed in the item's sales unit. Text If this check box is selected, a text is present. The unit in which an item is sold. Price The item's unit price, or the calculation part's unit price by
sales unit, expressed in the currency entered in the Order Currency field. Note If the item is an effectivity unit, upgrade prices are included in the price. You can define an upgrade price for a specific requirement in the Requirements (tcuef0106m000) session. You can view the upgrade prices for a specific effectivity unit in the Effectivity Unit (tcuef0102m000) session. If the Material Pricing in Sales check box is selected in the Material Price Parameters (tcmpr0100m000) session, this price can include material base prices. Sales Price Unit The unit on which the sales price is based. This unit can
differ from the item's inventory unit. Note The price is recorded by unit. If the sales price unit differs from the inventory unit, you must specify the sales price unit in the MCS Parameters (tcmcs0100s000) session. In that session, you specify the factor used to convert the alternative unit (sales price unit) to the inventory unit. The sales price unit and the inventory unit must be the same for cost items or service items. Line Discount The discount percentage for the quotation line. Discount Amount The discount amount for the price per unit for the quotation
line. For example: The unit price is 10, quantity is 20, discount is 1. The net amount = (unit price - discount) * quantity. Multi LevelDiscount If this check box is selected, a multi level discount is applied to the
line. Amount The net quotation line amount expressed in the quotation
currency. The discount amount is calculated as follows:
(Quantity * Price) - (Quantity * Price * Discount/100)
When calculating this amount, LN uses the conversion factors to convert the sales unit and the price unit to the inventory unit. Example
The price of the item is 4.0 per KG, or 8.0 per EA. If you have a quotation line where 20 boxes of the item are ordered, the calculation is as follows: The sales quantity = 20 * 10 = 200 units. The sales price = 4 / 0.5 = 8.0 per unit. Amount = 200 * 8.0 - 200 * 8.0 * 5/100 = 1520 The order discount is not yet included in this amount. Quotation Currency The currency in which the
quotation amounts are expressed. Budget The code of the budget. Note This field can include a budget from Manufacturing or from Project. Manufacturing If the budget code is filled, the quotation is for a calculation part. A calculation part is identified by the combination of a budget code and an item code. You can specify:
If the sales quotation's Sales Office is linked to the same financial company as the budget's calculation office, you can enter any budget in this field. If the sales quotation's Sales Office is linked to another financial company as the budget's calculation office, the value of the COGS and Revenues restricted to Financial Company of PCS Project check box in the Project Control Parameters (tipcs0100m000) session determines whether you can enter the selected budget in this field. Project If a peg is required for the item on the sales quotation line, a budget must be specified in this field. This field is defaulted from the Budget field in the Sales Quotations Overview (tdsls1500m000) session or from the Project field in the Items by Opportunity (tdsmi1113m000) session. Element for Budget The element linked to the budget. Activity for Budget The activity linked to the budget. Project The code of the project for which the item
is required. Note If the sales order line that will be created from this sales quotation line requires a project that differs from the quotation line's Budget, you can specify a project in this field. Element for Project The element linked to the project. Note If the sales order line that will be created from this sales quotation line requires an element that differs from the quotation line's Element for Budget, you can specify an element in this field. Activity for Project The activity linked to the project. Note If the sales order line that will be created from this sales quotation line requires an activity that differs from the quotation line's Activity for Budget, you can specify an activity in this field. Item Code System If you use an alternative item code, you must also specify an item code system. 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. You can specify external and internal item codes in the Item Code System - Items (tcibd0104m000) session. Subject to Trade Compliance If this check box is selected, global trade compliance applies to the line. Note This field is available only if the Export Compliance check box is selected in the Global Trade Compliance Parameters (tcgtc0100m000) session. Standard Description If this check box is selected, LN prints quotation line
text and sales text below the item's description. Product Variant The product variant for
a configurable item. You can select product variants from:
Note
Product Variant Type This field informs you about the type of configurable item on which the product variant is
based.
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
MakeCustomized If this check box is selected, this is an item for
which a budget structure and/or a product structure must be generated in the Generate (Budget PCS) Structure for Sales Quotations (tdsls1201m100) session and for which the Customize check box is selected in the Items - Ordering (tcibd2100m000) session. If this check box is cleared, based on the setting of the Generate Budget Parts for all Quotations and Generate Budget Parts for Cost/Service Items check boxes in the Generate (Budget PCS) Structure for Sales Quotations (tdsls1201m100) session, you can still link purchased, manufactured, cost, or service items as budget parts to a budget. Note After a budget structure or product structure is generated for the item, LN clears this check box. Competitor A company that competes for the same sales orders. Generally, a
competitor operates in the same market segment as your company. Probability Percentage A percentage associated with a quotation that represents the
probability of the business partner accepting the quotation. Acceptance results
in the conversion of the quotation into a sales order. Note LN performs a new ATP check to determine whether the quotation quantity exceeds the quantity that is available-to-promise, if:
Quotation Date The sales quotation's creation date. Note This date must be before the planned delivery date. Material Price The sales quotation line's total material price. Note Because a quotation line cannot have material price surcharges, this field shows the total material base price. 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
Sales Price Unit The unit on which the sales price is based. When you specify an item, LN retrieves the default sales unit for this particular item. This unit can be equal to the inventory unit. Price Stage Price Origin Matrix Definition Defines the group of elements (matrix attributes) that a Pricing matrix uses to
determine a price, discount, promotion, or freight rate. Imagine you are a furniture vendor and you decide to maintain your sales prices based on two elements:
In this case, the matrix type is Sales Price, the matrix definition is Furni (this name is user-definable), and the matrix attributes are Item and Payment Method. Note This field can only be filled if LN found an existing price for the sold-to business partner in the price matrix that is displayed in this field. After retrieving existing prices, you can still overwrite the default prices with the returned prices from the sold-to business partner. Price Matrix Sequence The matrix sequence for the price matrix. Note This field is only filled if the Price Origin reads Price Structure. Discount Code An allowance of deduction granted by the seller to the buyer,
usually when the buyer meets certain stipulated conditions that reduce the
price of the goods purchased. Three types of discounts exist:
Discount Origin Discount Matrix The matrix definition of the discount matrix, if the Discount Origin is set to Discount Structure. Discount Matrix Sequence For a matrix type, the order in which matrix definitions are
searched for. Struct. DiscountPercentage 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 DiscountPercentage The total discount amount expressed as a percentage of the
(gross) quotation amount. This amount is calculated as follows:
Total DiscountAmount / (order quantity * price) * 100%Total DiscountAmount 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. Order Discount % A percentage that applies to the net amount of each order line,
if no cost or service item is posted to that order line. The net amount is calculated as follows: Price * Quantity - Line discount Default value LN takes the default value from the order discount assigned to the business partner in the Business Partner (tccom4100s000) session. Order Discount Amount The order discount amount resulting from the multilevel
discounts. Determining If this check box is selected, this line is included in
the order discount calculation. Eligible If this check box is selected, collective order
discounts are applied to this line. Direct Delivery If this check box is selected, and the quotation line
is converted to a sales order line, the sales order line is handled as a direct delivery. LN automatically selects this check box if the ordered quantity is equal to or greater than the quantity defined in the Direct Delivery from Quantity field in the Items - Sales (tdisa0501m000) session. Note You can only select this check box if the Shipping Constraint field is set to None. Ship-to Business Partner The ship-to business partner to which you will send the goods after the quotation is
converted to a sales order. Address The ship-to business partner's address code. You can change this data in the Addresses (tccom4130s000) session. Delivery Point The business partner's delivery point at which you must deliver the items. Contact The ship-to business partner's contact. Full Name The contact's full name. Delivery Lead Time The delivery leadtime determines the actual delivery date of
the sales order, that is, when a quotation is converted into an order. The
delivery leadtime is entered as a number of calendar days. The sales order's
delivery date is calculated as follows: Delivery date of order = transfer date + delivery leadtime of quotation Note The transfer date is the date when the sales quotation is transferred to a sales order. If the delivery leadtime is not filled, the delivery date on the new order is filled with the expected delivery date of the quotation. The delivery leadtime in the quotation header serves as default for the quotation lines. Shipping Constraint The terms and conditions related to the shipment of goods. Allowed values Default value The shipping constraint is defaulted from the Sold-to Business Partner (tccom4110s000) session. Note If the warehouse is WMS controlled, the Ship Line Complete, Ship Order Complete, and Ship Set Complete check boxes in the WMS Interface Parameters (whwmd2105m000) session determine whether you can select the Ship Line Complete, Ship Order Complete, and/or Ship Set Complete value in this field. Delivery Terms The agreements with the business partner, concerning the way
the goods are delivered. Relevant information is printed on various order
documents. Point of Title Passage The point at which the legal ownership changes. At this point,
the risk passes from the seller to the buyer. Gen. FreightOrders If this check box is selected, freight orders can be
generated from a sales order (delivery) line. Note You cannot directly generate freight orders from quotations. As a result, in the Sales Quotation Lines (tdsls1501m000) session, you define all freight related data to provide the necessary information when the quotation is converted to a sales order in the Process Sales Quotations (tdsls1200m000) session. Route The route taken for the delivery of goods after the
quotation is converted to a sales order. Note
Carrier/LSP An organization that provides transport services. To use a
carrier for load building, freight order clustering, transport cost
calculation, and invoicing, you must define the carrier both as a carrier and a
buy-from business partner in Common. Note The Header value leading for defaulting Route on Quote Line check box in the Sales Quotation Parameters (tdsls0100s100) session determines how the carrier is retrieved for the sales quotation line. CarrierBinding An option in Freight that prevents the load building engine from overwriting the
carrier selected by the user for a given freight order line. Note Select this check box to ensure that the same carrier is used in the freight order as in the sales order. 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:
Reopen Resets the status of the selected line(s) to Created. Show Quotation Lines for PCS Project Only displays the sales quotation lines that are linked to the
PCS project. This command is only visible if the Sales Quotation Lines (tdsls1501m000) session is started from the Project 360 (tipcs0320m000) session. Include Processed Quotations Also displays quotation lines that are linked to a quotation
header with the Status Processed. Else, the quotation lines for Processed quotation headers are not displayed. Show All Displays quotation lines with any status. Quotation Lines to be Confirmed Only displays quotation lines that must still be confirmed. Confirmed Quotation Lines Only displays quotation lines with the status Confirmed. Lost or Canceled Quotation Lines Only displays quotation lines with the status Lost or Canceled.
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