The agreement with the sold-to business partner can include:
- Default price and discount agreements
- Sales order defaults
- Delivery terms
- The related ship-to and invoice-to business partner
Sales Order - Lines (tdsls4100m900)Use this session to view, enter, maintain, and process a specific sales order and linked sales order lines. You can specify a sales order header and lines on one screen. This session enables you to quickly enter the most important information for a sales order and to process the order. You can manually specify sales orders, you can use templates if orders reoccur, or you can use catalogs. Note This session is mostly used by sales representatives that are in direct phone contact with customers who want to place an order or want to have information on an order, or by sales clerks that must enter a large amount of sales orders in high pace. Tabs The lines on the tabs refer to these sessions:
Note
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:
Address The sold-to business partner's address code. Click ... to start the Addresses (tccom4130s000) session, in which you can maintain and display the address code data. Line of Business The line of business under which the sold-to business partner is grouped. Area A region used to group business partners, customers, suppliers
and employees on a geographical basis. Default value The default area that is assigned to the sold-to business partner is derived from the Sold-to Business Partners (tccom4510m000) session. Extended Service Integration If this check box is selected, an extended integration
with Service for after-sales
services is or can be applicable for the sales order. Note The setting of this check box and the Extended Service Integration check box in the Sales Order Parameters (tdsls0100s400) session are the same. Order Discount The order discount percentage that is applied to the sales order. Note For cost items and service items, no order header discount is calculated. Default value The default order discount percentage is derived from the Sold-to Business Partners (tccom4510m000) session. Sales Price List List of default prices and discounts for customers and
suppliers. You can link price lists to items and item groups, and to sold-to
and buy-from business partners. Price List for Direct Delivery The price list for direct delivery. Note If any of the order lines is delivered directly to the ship-to business partner, you can define special price agreements in the Pricing module. BP Prices/Discounts A business partner can be selected as parent. This means that
the order discount specified for this business partner is the input for the
relevant order. If a parent business partner is defined on an order, LN first searches for the order discount defined for the parent business partner. If an order discount is not specified for the parent or if no parent is specified, LN searches for the order discount that is specified for the business partner on the order. BP Texts A business partner can be selected as 'parent'. This means that
the texts that are specified for this business partner are the input for the
relevant order. If a parent business partner is defined on an order, LN first searches for texts as defined for the parent business partner. If texts are not specified for the parent or if no parent is specified, LN searches for the texts that are specified for the business partner on the order. Total Promotion Discount The total promotion discount based on all applied promotions. Multiple Promotion Method Indicates the application method of multiple promotions if you
select multiple promotions at the sales order header level. ZIP Code/Postal Code The business partner's ZIP code. Contact The code of the sold-to business partner's contact. Full Name The contact's full name. Phone Your contact's (direct) telephone number. Customer Order The number assigned to the order or contract by the sold-to
business partner (for example, the sold-to business partner's purchase contract
number). The customer order number can be used to identify a sales contract
line. Reference A The first extra reference by which the order or request for
quotation can be identified. This reference is printed on various order
documents and lists. Reference B The second extra reference field that you can fill with extra
information. This reference is printed on the order documents and lists. Contract A customer-oriented contract, agreed upon by buy-from business
partners and sold-to business partners that is used to record specific
agreements for specific projects. A special contract can also be a promotional
contract. For special contracts, an overlap in effectivity periods is allowed for the same item/business partner combination. After the contract number is entered, the order header data is loaded with the default values in the header of the contract. Specific addresses are also copied. In this way, the contract terms are adopted on the order level, allowing adoption of the contract price and/or contract discount as well. The purpose of this field is to serve as a default for the Contract field of the Sales Order Lines (tdsls4101m000) session. However, the action LN takes depends on the value of the Interactive Contract Linking check box in the Sales Contract Parameters (tdsls0100s300) session. Note The contract must be:
Original Document Type The document type that is linked to the original document if
the sales order type is a return order. Allowed values Original Document Number The financial company on the invoice where the delivered goods are stored for the return order. Original Document No The transaction type code on the document for the return order. Original Document No The original document number for the return order. Note
Return Reason The reason why the delivered goods are rejected and
returned. Internal Sales Representative The sales representative of your company who is responsible for contact with the
sold-to business partner. External Sales Representative The sales representative of your company who calls on the sold-to business
partner, mainly by visits. Header Text If this check box is selected, header text exists for
the sales order. This text is printed on the sales invoice. Footer Text If this check box is selected, footer text exists for
the sales order. This text is printed on the sales invoice. Sales Order Type The order type, which determines the sessions that are part of
the order procedure and how and in which sequence this procedure is executed. Default value The default value is the order type assigned to the customer in the Sold-to Business Partner (tccom4110s000) session. If no order type is assigned to the sold-to business partner, the default is the order type assigned to the user's logon code in the Sales User Profiles (tdsls0139m000) session. Note If the warehouse is WMS controlled, and the Collect Orders check box is cleared for the warehouse in the WMS Interface Parameters (whwmd2105m000) session, you cannot enter a collect order type in this field. 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, etc. For some
make-to-order products, a sales order number can also be used as an end item
part number and is considered the control number that is scheduled through the
finishing operations. Origin The origin of the sales order. Allowed values Order Date The date on which the order is manually specified or is
automatically generated. Default value Text If this check box is selected, header or footer text
exists for the sales order. Rush Order If this check box is selected, this order is a rush order. Sales Office A department that is identified in the company business model
to manage the business partner's sales relations. The sales office is used to
identify the locations that are responsible for the organization's sales
activities. Default value When you enter a sales order, LN retrieves the sales office from the Sales User Profiles (tdsls0139m000) session. This value can be changed. If no sales office is found in the Sales User Profiles (tdsls0139m000) session, LN searches the Sold-to Business Partner (tccom4110s000) session. If no sales office is found in the Sold-to Business Partner (tccom4110s000) session either, no sales office is defined. As a result, LN cannot retrieve a default sales office. Financial Department The department that determines the financial company to which
the transaction must be posted and which is responsible for the tax declaration
in the tax country of the order. The financial company's home
country must be the tax country of the order. The financial department is an accounting office of the financial company. If the financial company of the administrative department has a tax number in the tax country of the order, the financial department is the same department as the administrative department. The financial department enables you to process financial transactions for an order in another financial company than the financial company of the sales office. Note
Default value
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 Order Date. However, the planned delivery date can deviate from the order date if:
Planned Receipt Date The planned date for the customer to receive the
goods. Default value The default value is the Planned Delivery Date. However, the planned receipt date can deviate from the planned delivery date if:
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. Note This field can only be filled if the Use Confirmation (Sales) check box is selected in the Implemented Software Components (tccom0100s000) session. Shipping Constraint The terms and conditions related to the shipment of goods. Default value This field is defaulted as follows:
Allowed values 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. Warehouse A place for storing goods. For each warehouse, you can enter
address data and data relating to its type. Route The route according to which
the sales order is
normally delivered. By default, LN retrieves this information from the ship-to business partner data. Carrier/LSP The company responsible for the transportation of goods to the
ship-to business partner. Delivery Terms The agreements with the business partner, concerning the way
the goods are delivered. Relevant information is printed on various order
documents. Default value If this order is a rush order, this field is defaulted from the Rush Delivery Terms field in the Sales Order Parameters (tdsls0100s400) session. However, you can change the default value. Shipment The shipment to which the shipment based additional costs are linked. Note This field is automatically filled and disabled for sales orders with the Shipment origin. You can manually enter a shipment ID for sales cost orders with the Manual origin. Point of Title Passage The point at which the legal ownership changes. At this point,
the risk passes from the seller to the buyer. 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. Business Partner The business partner to which you send invoices. This usually
represents a customer's accounts payable department. The definition includes
the default currency and exchange rate, invoicing method and frequency,
information about the customer's credit limit, the terms and method of payment,
and the related pay-by business partner. The default value in this field is taken from the Sold-to Business Partner (tccom4110s000) session or from the Invoice-to Business Partner (tccom4112s000) session. If no Invoice-to Business Partner is found in the Sold-to Business Partner (tccom4110s000) session, LN searches the Invoice-to Business Partner (tccom4112s000) session. If no Invoice-to Business Partner is is found in the Invoice-to Business Partner (tccom4112s000) session either, no Invoice-to Business Partner is defined, and LN cannot enter a default value. The Invoice-to Business Partner entered in this field is taken as the default value in the Sales Order Lines (tdsls4101m000) session. Address The address of the invoice-to business
partner. Contact Status The status of the sales order. Allowed values Workflow Status The status that is applicable if the business object requires authorization approval 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 submit are only effective after approval/check-in. You can also undo your changes, or recall your submitted changes.
Allowed values If the business object is checked out, this field displays an Object status. If the business object is checked in, this field displays an Approval status. 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), regardless if the object is checked in or out, this field always displays 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. Installments Allowed values Note
Plan A plan based on which installments are generated for an order. The plan
includes configuration data for installments, such as when installments must be
invoiced, the type(s) of installment that must be generated and the installment
percentages. The installments are generated based on a Prorate method, which means the installment percentages are prorated across all order
lines of an order. Because the plan is considered an invoicing plan for an order, the installments are generated, maintained, settled, and corrected in Invoicing. Note You can view the installments based on the installment plan in the Installments (cisli8620m000) session. Default value The Installment Plan in the Invoice-to Business Partners (tccom4512m000) session. Self-Billing If this check box is selected, self-billing is applicable. In this case, the invoice is
created by the sold-to business partner. 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 Business Partner Tax Classification field of the Invoice-to Business Partner (tccom4112s000) session. Freight Costs to be Invoiced If this check box is selected, the invoice-to business
partner is invoiced for the freight costs you make. Invoice Freight Costs Based On A company can invoice freight rates to the invoice-to business
partner, based on one of the following:
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. Business Partner The business partner from whom you receive payments. This
usually represents a customer's accounts payable department. The definition
includes the default currency and exchange rate, the customer's bank relation,
the type of reminders you send to the business partner, and the frequency of
sending reminders. Address The address of the pay-by business partner. Contact Payment Terms Agreements about the way in which invoices are paid. The payment terms include:
The payment terms allow you to calculate:
Default value If this order is a rush order, this field is defaulted from the Rush Payment Terms field in the Sales Order Parameters (tdsls0100s400) session. However, you can change the default value. Late Payment Surcharge The percentage that is charged over the goods amount or over
rendered services that the recipient of the invoice must pay if the invoice is
not paid within a specified period. Payment Method The method used to create a payment (purchase invoice) or a
receipt (sales invoice). The payment method defines details such as:
These are default values that you can change on the order or on the invoice. Sales Acknowledgment The sales acknowledgment code for the sales order header. Change Order Sequence The change order sequence number for the sales order header. Change Reason The change reason code for the sales order header. Change Type The change type for the sales order header. Order Reference The reference to the order number of another application. Business Partner The business partner to whom 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. 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. Order Weight The total weight of the items ordered on the sales order lines.
The weight is calculated based on the ordered quantity and is expressed in the
company's base weight unit, as defined in the Weight field of the MCS Parameters (tcmcs0100s000) session. The order weight is the sum of the weight of the order lines. The order line weight is calculated as follows : (Ordered Quantity * Conversion Factor Sales to Inventory Unit) * (Item Weight * Conversion Factor Item Weight to Base Unit Weight) Note An item's weight can be defined in the Items (tcibd0501m000) session. The following order lines are excluded from the order weight calculation:
Note
Currency The currency in which the sales order amounts are expressed. Note If sales order lines are already recorded, you cannot change the currency. Order Amount The sales order's total order amount. Exchange Rate Type A way to group currency exchange rates. You can assign
different currency exchange rates to different invoice-to business partners
and/or to different types of transactions (purchase, sales, and so on). Rate Determiner The method to decide which date is used to determine the
exchange rates. During the composing process, all amounts in foreign currencies are converted to the home currency, based on the determined exchange rate. Allowed values Rate/Rate Factor The factor by which an amount in a different currency is
multiplied to calculate the amount in the currency base. Rate Factor The factor by which the amount in the transaction currency or
the invoice currency is divided before LN converts it to a home
currency. A rate factor is often used for currencies that have a relatively low
price, for example, Korean Won. Rate/Rate Factor The conversion between the home currency and the currency that
is used on the sales order. Tax Amount The sales order's total VAT amount, expressed in the order currency. Note Click Calculate to calculate the tax amount for the sales order. This amount is not saved. Amount Including Tax The outcome of this field is the sum of the Order Amount and Tax Amount fields. Available Credit The value of this field is calculated as follows: The value of the Credit Limit field minus the sum of the following fields in the Invoice-to Business Partner Balances (tccom4513m000) session:
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 Available Credit and the Credit Limit are expressed.
Calculate Planned Delivery Date Recalculates the planned delivery date. LN recalculates the planned delivery date as follows: Planned Receipt Date - transport lead time of the goods. If a route is entered, the recalculation includes the route time. Calculate Planned Receipt Date Recalculates the planned receipt date. LN recalculates the planned receipt date as follows: Planned Delivery Date + transport lead time of the goods. Rush Order Converts the sales order into a rush order. Reopen Closed Sales Order Reopens a sales order with the Closed status and changes its status to Modified. As a result, you can add new order lines and/or
you can change the sales order header. Copy from Original Document Starts the Sales Order Line History (tdsls4551m000) session if you want to copy sales order lines
from history. Else, the Select Sales Order Lines for Copying (tdsls4535m000) session is
started. Approve Approves the particular sales order. Calculate Calculates the tax amount for the sales order. This amount is
not saved.
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