Sales Order Fulfillment Lines (tdsls4101m500)

Use this session to view the sales order lines that are displayed based on the filter settings in the Sales Order Fulfillment Workbench (tdsls4601m100) session.

When you double-click a line, the Sales Order Lines (tdsls4101m000) session is started.

 

Planned Delivery Date Due
The number of days until which the sales order line's planned delivery date is due.
Note
  • If a negative value is displayed in this field, the order line is already due and the number of days after the planned delivery date is displayed.
  • If the sales order line is already delivered or is a total line (with linked delivery lines), no value is specified in this field.
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.
Line
The number used to identify the position of the order line on the sales or purchase order.
Sequence
The number used to identify in detail the position number of a sales order (delivery) line or a purchase order line (detail).
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:

  • Default price and discount agreements
  • Sales order defaults
  • Delivery terms
  • The related ship-to and invoice-to business partner
Customer Priority
The priority of the shipments to be sent to the sold-to business partner.

A low number represents a high priority. A high number represents a low priority.

Default value

The Customer Priority in the Sold-to Business Partner (tccom4110s000) session.

Order Priority
This field indicates the priority for the allocation of a sales order line.
Item
The code of the item that is sold.
Note
  • If the item is a configurable item, you can choose to immediately configure the item. You can also configure the product variant at a later stage. To configure the product variant after the sales order line is saved, click Configurator in the current session.
  • In the Generate (Project PCS) Structure for Sales Orders (tdsls4244m000) session, you can generate a project structure or a product structure for a configured generic item, unless its Default Supply Source is set to Assembly in the Items (tcibd0501m000) session.
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, you cannot enter a list item in this field.
  • This order is a return order and the Inbound BOM/List Items check box is cleared for the warehouse in the WMS Interface Parameters (whwmd2105m000) session, you cannot enter a list item of the type kit in this field.
  • And the Serials in Inventory check box is cleared for the warehouse in the WMS Interface Parameters (whwmd2105m000) session, you cannot enter a serialized item for which the Serials in Inventory check box is selected in the Item - Warehousing (whwmd4100s000) session.
  • And the Serials Not in Inventory check box is cleared for the warehouse in the WMS Interface Parameters (whwmd2105m000) session, you cannot enter a serialized item for which the Serials in Inventory check box is cleared in the Item - Warehousing (whwmd4100s000) session.
  • And the Lots Not in Inventory check box is cleared for the warehouse in the WMS Interface Parameters (whwmd2105m000) session, you cannot enter a lot controlled item for which the Lots in Inventory check box is cleared in the Item - Warehousing (whwmd4100s000) session.
Price
The unit price of the sales order line expressed in the sales order header currency.
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 prices.

Discount Matrix
The matrix definition of the discount matrix, if the Discount Origin is set to Discount Structure.
Discount Matrix Priority
For a matrix type, the order in which matrix definitions are searched for.
Structure Discount %
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 Discount Percentage
The total discount amount expressed as a percentage of the (gross) order amount.

The Line Discount % is calculated as follows:

                        Line Discount Amount / (order quantity * price) * 100%
Total Discount Amount
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.

Note

The order line discount used in this formula, is the total of the level of discounts entered in the Line Discounts (tdpcg0200m200) session.

Determining
If this check box is selected, the selected sales order line is taken into account when the total order value is calculated when applying total order discounts to orders.

Related topics

Eligible
If this check box is selected, the calculated order discount percentage is applied to the selected sales order line.

Related topics

Total Promotion Discount
The total promotion discount based on all applied promotions for the line.
Currency
A generally accepted medium of exchange such as coins, treasury notes, and banknotes.

The following currency types are available in LN:

  • Home currency, which is used internally by companies to calculate costs, record budgets, and register tax amounts
  • Transaction currency, which is used in transactions with business partners, such as orders and invoices
Originating Position
The position number of the original sales order line.
Multiple Promotion Method
The application method of multiple promotions if you select multiple promotions at the sales line level.

Allowed values

See Multiple Promotion Method

Eligible Promotions
If this check box is selected, an eligible promotion is available for the sales order line.
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:

  • Default price and discount agreements
  • Sales order defaults
  • Delivery terms
  • The related ship-to and invoice-to business partner
Ship-to 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.
Ship-to Warehouse
The warehouse to which the items are shipped.
Note
  • If the Payment field set to No Payment or Pay on Use, this field is defaulted from the Ship-to Warehouse field in the Items - Sales Business Partner (tdisa0510m000) session
  • If the Origin of the sales order is Purchase, this field must always be filled.
Address
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.

Sales Price Unit
The unit on which the price for the item is based.
Note

The price can be based on a unit that differs from the inventory unit of the item.

Delivery Point
The business partner's delivery point at which you must deliver the items.
Full Name
The contact's full name.
Minimum Required Receipt Date
The receipt date that is at least required by the planner. This field is used for information purposes only.
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.

Customs Value
The tax that is levied on an export article's value.

The customs value is used during the customs check. If this field is filled, the customs value no longer needs to be calculated when passing the customs, which saves time and transport costs.

For direct deliveries, the customs value is passed on to the purchase order from the sales order. For more information, refer to Direct delivery.

Note

The customs value only applies if the goods are delivered by Warehousing. If this field is filled and you release the sales order to Warehousing, the customs value is defaulted to Warehousing.

Default value

This field is defaulted with the item's sales price. If the sales price is zero, the cost of goods sold (COGS) is displayed by default.

The default customs value is calculated as follows:

Price - order line discounts - order header discount

You can manually change the default value.

For example, you can change the customs value if:

  • A company delivers a spare part that is covered by the guarantee. The spare part's price is zero, but the spare part's value, and as a result the customs value, is greater than zero.
  • A company lends out a machine to a business partner abroad. The price for this service is zero, however the machine's value, and as a result the customs value, is greater than zero.
Quantity Unit Binding
If this check box is selected, the quantity unit is binding. You cannot ship these goods in a packing unit other than the unit that belongs to the quantity unit.
Note

LN checks whether the ordered quantity does not lead to problems when shipping the goods.

Example

Quantity unitboxes
Ordered quantity10 pallets (of 10 boxes)

 

In the Items - Sales Business Partner (tdisa0510m000) session:

  • The Allow Overdeliveries check box is selected.
  • The Tolerance Type field is set to Percentage.
  • The Action field is set to Block.
  • The value of the Maximum Tolerance field is 15.

As a result, at the most you can ship 11 pallets, which equals to a total of 110 boxes. If you want to ship 12 pallets, the tolerance of 15% is exceeded and you are not allowed to ship the goods.

Note

If the warehouse is WMS controlled, and the Unit is Binding check box is cleared for the warehouse in the WMS Interface Parameters (whwmd2105m000) session, by default this check box is cleared and disabled.

Ordered Quantity
The quantity of items ordered by the sold-to business partner, expressed in the sales unit.
Note

This field is filled with the value of the:

  • Confirmed Quantity field if this confirmed quantity is greater than zero.
  • Required Quantity field if the Confirmed Quantity is equal to zero.
  • If you change the ordered quantity, the linked sales order delivery lines are removed. As a result, you must recreate the sales order delivery lines, if required.
Shipping Constraint
The conditions related to the shipment of goods.

Allowed values

Shipping Constraint

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.

Conformance Reporting
The conformance reporting code linked to the item.

Default value

The conformance reporting code is defaulted as follows:

  1. From the Sales Contract Lines (tdsls3501m000) session.
  2. From the Items - Sales Business Partner (tdisa0510m000) session.
  3. From the Items - Sales (tdisa0501m000) session.
Delivery Terms
The agreements with the business partner, concerning the way the goods are delivered. Relevant information is printed on various order documents.
Note

This field is defaulted from the sales order header.

However, if this order line is a rush order line, the following applies:

  • The delivery terms are defaulted from the Rush Delivery Terms field in the Sales Order Parameters (tdsls0100s400) session.
  • If the Rush Delivery Terms are empty in the Sales Order Parameters (tdsls0100s400) session, this field is defaulted from the sales order header.

You can always change the default value.

Point of Title Passage
The point at which the legal ownership changes. At this point, the risk passes from the seller to the buyer.

Related topics

Shipment
The shipment identification number is allocated to each delivery when Warehousing reports the delivered quantities on the sales order line.
Shipment Line
The number of the shipment line that is linked to the sales order line.
Extra Intrastat Info
Statistical import/export data that is not available as standard information in LN, but which is required on the sales listing or the Intrastat declaration by some of the EU member states.

You can add up to 15 data fields to the Intrastat statistical data by defining them as extra Intrastat information set. You can assign the extra Intrastat information sets to warehouse order lines.

Related topics

Generate Freight Order from Sales
If this check box is selected, a freight order can be generated from the sales order line.
Sales Unit
The unit in which an item is sold.
Invoice for Freight
If this check box is selected, freight costs must be invoiced to the invoice-to business partner.
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

You can still update the freight amount in the current session.

If this check box is cleared, the freight amount can be updated by Freight.

Invoice Freight Costs Based On
A company can invoice freight rates to the invoice-to business partner, based on one of the following:
  • Freight Costs
  • Freight Costs (Update Allowed)
  • Client Rates
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.

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 Orders (tdsls4100m000) session, LN determines how to retrieve the freight amount.

Route
The route according to which the sales order line is normally delivered.
Note

The Header value leading for defaulting route on order line check box in the Sales Order Parameters (tdsls0100s400) session determines how the route is retrieved for the sales order line.

Carrier/LSP
An organization that provides transport services. You can link a default carrier to both ship-to and ship-from business partners. In addition, you can print sales and purchase orders on a packing list, sorted by carrier.

For ordering and invoicing, you must define a carrier as a business partner.

Note

The Header value leading for defaulting carrier on order line check box in the Sales Order Parameters (tdsls0100s400) session determines how the carrier is retrieved for the sales order line.

Carrier Binding
An option in Freight that prevents the load building engine from overwriting the carrier selected by the user for a given freight order line.
Required Receipt Date
The required date for the sold-to business partner to receive the goods.
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:
  • As a factor that determines the transportation costs of a load.
  • As a factor that determines the freight rate of a freight order.

Enter a service level to ensure that the same service level is used in the freight order as in the sales order.

Work Center
The item's work center, used for direct transfer of inventory.
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.

Release Date
The planned date to release the order to Warehousing.

To be able to deliver at the planned delivery date, LN calculates the planned release date as follows:

 Planned Delivery Date - outbound lead time
                     
Inventory Handling
This field indicates whether a complete item or its components are delivered.
Note

If the CTP Check for Sales check box is selected in the Planning Parameters (cprpd0100m000) session, and the sales order line is set to By Component, the ATP is checked for all components when the available-to-promise is checked for the sales order line. If one of the components has insufficient ATP, you cannot save the sales order line.

Default value

  • If the item type is a kit, this field is by default set to By Component.
  • If the item is a manufactured item or a generic item, this field is by default set to By Main Item. If required, you can change the value to By Component.
  • If the item is a phantom, by default this field is set to By Component. To deliver the phantom as an end item, and generate its order planning in Enterprise Planning, you must change the value from By Component to By Main Item.
  • In all other cases, this field is by default set to By Main Item.
Note

This field cannot have the value By Component, if:

  • The item is not a kit item, phantom item, generic item, purchased BOM, or manufactured BOM.
  • The Quantity Unit Binding check box is selected.
  • The sales order type is set to Consignment Replenishment, or Consignment Invoicing, which you can define in the Sales Order Types (tdsls0594m000) session.
  • The components of the sales BOM are no longer valid.
  • The sales order is a return order with a WMS controlled warehouse, and the Inbound BOM/List Items check box is cleared for the warehouse in the WMS Interface Parameters (whwmd2105m000) session.
  • 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.
Component Handling
Define how components are handled for the sales order line.
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 Inventory Handling field is set to By Component in this session.
  • For collect orders, cost orders, retrobilled orders, consignment orders, and return rejects orders, this field is automatically set to Not Applicable.

Default value

This field is defaulted as follows:

  1. From the Sales Order Types (tdsls0594m000) session.
  2. If the Component Handling field is Not Applicable in the Sales Order Types (tdsls0594m000) session, from the Items - Sales (tdisa0501m000) session.
  3. If the Component Handling fields are Not Applicable in the Sales Order Types (tdsls0594m000) and Items - Sales (tdisa0501m000) sessions, this field is by default set to Sales BOM.

Allowed values

Component Handling

Terminated
If this check box is selected, the sales order line is terminated. As a result, the processing of the remaining components of a partially delivered sales order line is terminated.

The order line can only be terminated if the following apply:

  • Surplus exists, which means deliveries are already recorded for linked component lines.
  • The status of the linked warehousing order or purchase order allows termination.

You can terminate sales order lines through the Terminate Sales Order Line (tdsls4201s400) or Process BOM changes to Sales Order (tdsls4263m000) sessions.

Note

As long as you can cancel an order line, you cannot terminate it.

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 sales order header's Planned Delivery Date.

However, the sales order line's planned delivery date can deviate from the sales order header's planned delivery date, if:

  • You change the planned delivery date manually.
  • You recalculate the planned delivery date with the Calculate button.
  • Component lines are linked to the sales order line. This field displays the latest planned delivery date of all linked component lines.
Note
  • After the planned delivery date is calculated and if a delivery pattern is defined in a linked terms and conditions agreement, the planned delivery date is changed into the first delivery moment that is available in the pattern.
  • If Sales Control is responsible for transportation and consequently a freight order is generated from the sales order line, the Planned Delivery Date must be considered as the planned load date.
Lot Selection
You can select special conditions for the delivery of lot items.

Allowed values

Lot Selection

Note

If the warehouse is WMS controlled, the Lot Selection Same and Lot Selection Specific check boxes in the WMS Interface Parameters (whwmd2105m000) session determine whether you can select the Same and/or Specific value in this field.

Lot
A number of items produced and stored together that are identified by a (lot) code. Lots identify goods.

If the Lot Selection field is set to Specific, you can select a lot from one of the following sessions:

Note
  • Each delivery must be from this lot. If a delivery has taken place, and the value of the Lot Selection field is Same, LN fills the Lot Selection field with the code of the next lot to be delivered.
  • A lot can be linked to a lot and serial set in the Lot and Serial Set (tcibd4111m000) session. You can view the lot and serial set to which the item is linked by clicking the Lot and Serial Set button in the Sales Order Actual Delivery Lines (tdsls4106m000) session.

Related topics

Serial Number Selection
This field determines how serial numbers are selected (if applicable). Item serialization is defined in the Items (tcibd0501m000) session.

Allowed values

Possible values

Serial Number
The serial number for the item that will be sold.

You can manually enter a serial number if the Serial Number Selection field is set to Specific and the order line's quantity is one.

Note

If the Ordered Quantity for the serialized item is more than one in the Sales Order Lines (tdsls4101m000) session, and the item is kept in inventory, LN generates a separate sales order delivery line for each serial number in the Sales Order Planned Delivery Lines (tdsls4101m100) session after the shipment is confirmed in Warehousing, or after an advance shipment notice is received in case of a direct delivery order. Each serial number is linked to a separate lot and serial set in the Lot and Serial Set (tcibd4111m000) session. You can view the lot and serial set to which the serial number is linked by clicking the Lot and Serial Set button in the Sales Order Actual Delivery Lines (tdsls4106m000) session.

If the serialized item is not kept in inventory, LN does not store the serial number(s) on the sales order line or the delivery lines, but in a lot and serial set in the Lot and Serial Set (tcibd4111m000) session. This lot and serial set contains multiple lots and/or serials. You can view the serial set that is linked to the order line and the serials that are linked to the serial set by clicking the Lot and Serial Set button in the Sales Order Actual Delivery Lines (tdsls4106m000) session.

Rush Order Line
If this check box is selected, the order line is a rush order line.

Default value

This field is defaulted from the Rush Order field of the Sales Orders (tdsls4100m000) session. However, you can change the settings of the line. You can, for instance, define one line of an order as a rush order line.

Related topics

Supplying Site
The supplying site on which the item is available.

The supplying site is used as the buy-from business partner if a purchase order is generated.

Ship-from Warehouse
The warehouse where the item is available.

The ship-from warehouse is transferred to Purchase Control if a purchase order is generated.

Order 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

Order Promising Status

Motive of Transport
A reason code that indicates why transportation takes place, for example, Repair, Sales, Transfer, and so on.

Related topics

Delivery Code
A reason code that indicates who is to pay for the transportation of the goods.

Related topics

Planned Receipt Date
The planned date for the customer to receive the goods.
Note
  • The default value is the sales order header's Planned Receipt Date.
  • This field is filled with the value of the Confirmed Receipt Date field if this confirmed receipt date is filled.
  • If component lines are linked to the sales order line, this field displays the latest planned receipt date of all linked component lines.
Required Quantity
The quantity of items that is required by the sold-to business partner.
Required Quantity Unit
The unit in which the Required Quantity is expressed.
Confirmed Quantity
The ordered quantity that is confirmed to the customer.
Note

This field can only be filled if the Use Confirmation (Sales) check box is selected in the Implemented Software Components (tccom0100s000) session.

Confirmed Quantity Unit
The unit in which the Confirmed Quantity is expressed.
Minimum Required Quantity
The ordered quantity that is at least required by the planner. This field is used for information purposes only.
Note

This field can only be filled if the Use Confirmation (Sales) check box is selected in the Implemented Software Components (tccom0100s000) session.

Minimum Required Quantity Unit
The unit in which the Minimum Required Quantity is expressed.
Back Order Quantity
The backorder quantity expressed in the sales unit, or another unit.

The backorder quantity is calculated as follows:

Ordered Quantity - Delivered Quantity
Back Order Quantity Unit
The unit in which the Back Order Quantity is expressed.
Hold Back Quantity
The manually entered part of the ordered quantity that is kept from being released when the sales order line is released to Warehousing. This quantity is expressed in the sales unit.

This field enables you to:

  • Only release a part of the Ordered Quantity to Warehousing. In this way, you can assign limited stock to several business partners, instead of to only one business partner.
  • Notify the business partner in advance on what the expected backorder quantity will be.
Note

If this field is filled, no deliveries are executed yet for the sales order line. If a delivery is made and the backorder is confirmed in the Maintain and Confirm Backorders (tdsls4125m000) session, LN empties the current field and fills the Back Order Quantity field.

Confirmed Receipt Date
The receipt date for the items, which is confirmed by the buy-from business partner or confirmed to the sold-to business partner.

This date is used for several purposes:

  • As one of the bases by which the vendor rating is determined.
  • As the default value for the confirmed receipt date on the order lines.
  • As the reference date for the printing of reminders.
Committed Quantity
The committed quantity that is promised to be delivered to the sold-to business partner, expressed in the inventory unit.
Required Quantityin Order Unit
The quantity of items that is required by the sold-to business partner.
Confirmed Quantityin Order Unit
The ordered quantity that is confirmed to the customer.
Note

This field can only be filled if the Use Confirmation (Sales) check box is selected in the Implemented Software Components (tccom0100s000) session.

Minimum Required Quantityin Order Unit
The ordered quantity that is at least required by the planner. This field is used for information purposes only.
Note

This field can only be filled if the Use Confirmation (Sales) check box is selected in the Implemented Software Components (tccom0100s000) session.

Status in Warehousing
The status of the order line in Warehousing.

Allowed values

Issue Line Status

Committed Quantityin Order Unit
The committed quantity that is promised to be delivered to the sold-to business partner, expressed in the sales unit.

Related topics

Delivered Quantityin Order Unit
The cumulative delivered quantity for the order line.
Back Order Quantityin Order Unit
The sales order line's backorder quantity, expressed in the sales unit.
Note

This field holds the result of the Ordered Quantity minus the Delivered Quantity.

Invoice
A user-defined three-position code used to identify documents. The series linked to the transaction type give documents the sequence number.
Invoice Number
The identification of an invoice, which consists of the transaction-type code and the first free number in the series used for invoices for the order type.
Amount
Delivered Amount = Delivered Quantity * (Price - Discount Amount per Order Line).
Installments
If this check box is selected, this line has linked installments.

Related topics

Sales Type
A sales order property that allows you to identify the kind of sale made and the kind of receivable. This property is used to post the sales to the correct Accounts Receivable account when the invoice is created. To post a sales invoice, LN retrieves the control account from the sales type linked to the sales order line, project contract, and so on.
Note

A control account is defined for every sales type. When sales invoices are posted, LN retrieves the sales type to determine the control account that must be used for posting.

Actual Delivery Date
The delivery date for the sales order line.
Payment Terms
Agreements about the way in which invoices are paid.

The payment terms include:

  • The period within which invoices must be paid.
  • The discount granted if an invoice is paid within a given period

The payment terms allow you to calculate:

  • The date on which the payment is due
  • The date on which the discount periods expire
  • The discount amount

Default value

The following defaulting logic applies:

  • If the sales order line is generated from a delivery scheme, the payment terms are defaulted from the contract header.
  • If the sales order line is generated from a sales quotation, the payment terms are defaulted from the quotation.
  • If the sales order line is a return order line that is generated from a Schedule document type with a linked contract, the terms of payment are defaulted from the contract header.
  • If the sales order line is a return order line, the payment terms are defaulted from the Payment Terms for Credit Notes field in the Invoice-to Business Partner (tccom4112s000) session.
  • If the sales order line is generated from an available-to-promise delivery schedule or the sales order is a retrobilled order, the payment terms are defaulted from the original order line.
  • If the sales order line is generated from another origin or is manually entered, the following defaulting sequence applies:
    1. If the sales order line is a rush order line, the payment terms are defaulted from the Rush Payment Terms field in the Sales Order Parameters (tdsls0100s400) session.
    2. If a contract is linked to the sales order line, the payment terms are defaulted from the contract header.
    3. The payment terms are defaulted from the sales order header.
Link to Monthly Billing Invoicing
A schedule for the generation of monthly billing invoices. For example, you can define a closing method to generate two monthly billing invoices each month: one on the 15th day of the month and one at the end of the month.
Payment
Use this field to define the payment between the sales office, which issues the sales order, and the customer.
Note
  • This field is set to Pay on Receipt if the Delivery Type field reads Sales, Invoicing, or Direct Delivery.
  • This field is set to Pay on Use if the Consignment Replenishment check box is selected for the order type in the Sales Order Types (tdsls0594m000) session.
  • This field is set to Pay on Receipt if the Component Handling field is set to Component Lines.

Default value

This field is defaulted from the Order Terms and Conditions (tctrm1130m000) session.

Allowed values

Payment

Return Ownership
Use this field to define the ownership of the goods if goods must be returned.

Based on the sales order's Payment field, the owner can be the company, the supplier, or the customer. With this Return Ownership field, Warehousing determines which inventory must be returned.

Allowed values

Ownership

Self-Billing
If this check box is selected, self-billing is applicable to the sales order line. In this case, the invoice is created by the sold-to business partner.
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:

  • Limited and you select this check box manually, the Tax Code is defaulted from the Exempt Sales field of the Tax Handling (tctax0138m000) session. If you clear this check box manually, the tax code is not changed.
  • Extended and you select this check box manually, the Tax Code is not changed. If you clear this check box manually, the Exempt Reason and Exempt Certificate fields are cleared and disabled.
Tax Country
The country used for tax purposes.

Related topics

Delivered Quantity
The cumulative delivered quantity for the order line.
Tax Code
The tax code that applies to the sales order line.
Note

The tax code that can be entered in this field can only be of the VAT kind.

Related topics

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 Country
The country in which the business partner has the tax ID.
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 first uses the planned delivery date and next the actual 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:

  • That payments to an invoice-from business partner are subject to withholding tax and social contributions
  • To group business partners who have the same tax aspects for your company, for example, subcontractors, or agents
  • That the tax must be paid in a country other than the sales office or service office's home country

Default value

This field is defaulted from the sales order header.

Exempt Reason
The reason code that indicates why a sold-to business partner can be exempt from tax for a certain transaction and jurisdiction.
Note
  • This field only applies if the Tax Exempt Level parameter is set to Extended in the Tax Parameters (tctax0100m000) session.
  • This field is defaulted from the method that is used to retrieve tax details, as defined in the Search Sequence Tax Libraries group box of the Tax Parameters (tctax0100m000) session.
  • The reason code must be of the Tax Exemption type and must be date effective, as valuated by the Order Date.
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.

Exempt Certificate
The exemption certificate that is assigned to the business partner by the tax authority.
Note
  • LN prints the exempt reasons on the sales invoices.
  • This field only applies if the Tax Exempt Level parameter is set to Extended in the Tax Parameters (tctax0100m000) session.
  • This field is defaulted from the method that is used to retrieve tax details, as defined in the Search Sequence Tax Libraries group box of the Tax Parameters (tctax0100m000) session.
Customer Order
The number the sold-to business partner assigned to the order.
Customer Order Position
The position number the sold-to business partner assigned to the order line.
Customer Order Sequence
The sequence number the sold-to business partner assigned to the order line.
Sales Acknowledgment
The sales acknowledgment code for the sales order header.
Change Order Sequence No.
The change order sequence number for the sales order line.
Change Reason Lines
The reason that can be assigned to a changed purchase document (line) or sales document (line).

Default value

This field is defaulted from one of the following fields in the Sales Order Parameters (tdsls0100s400) session:

Note

If required, you can overwrite the default change reason code.

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.

Change Type Lines
The indicator of the type of change of a changed purchase document (line) or sales document (line).

Default value

This field is defaulted from one of the following fields in the Sales Order Parameters (tdsls0100s400) session:

Note

If required, you can overwrite the default change type code.

Order Reference
The reference to the order number of another application.
Order Line Reference
The reference to the order line number of another application.
Subcontracting Reference
A reference that is sent by the manufacturer to the subcontractor to enable the subcontractor to link the subcontracting purchase order to the supplied materials. The subcontractor stores the subcontracting reference in its specification as allocated to reference.
Note

This field is filled with the subcontracted purchase order/position/sequence number.

Specification
If this check box is selected, a specification is linked to the sales order line.
Allocated to Sold-to Business Partner
The supply that fills this demand must have been allocated or hard pegged to the sold-to business partner displayed in this field.

LN uses this characteristic to find a matching supply for this demand.

Allocated to Ship-to Business Partner
The supply that fills this demand must have been allocated or hard pegged to the ship-to business partner displayed in this field.

LN uses this characteristic to find a matching supply for this demand.

Allocated to Business Object
The supply that fills this demand must have been allocated or hard pegged to the type of order displayed in this field.

LN uses this characteristic to find a matching supply for this demand.

Note

The following fields are always used in combination; together, they identify the relevant order or order line:

  • Business Object Type
  • Business Object
  • Business Object Reference
Business Object
The supply that fills this demand must have been allocated or hard pegged to the order, or order line, displayed in this field.

LN uses this characteristic to find a matching supply for this demand.

Note

The following fields are always used in combination; together, they identify the relevant order or order line:

  • Business Object Type
  • Business Object
  • Business Object Reference
Business Object Reference
The order or order line to which the items were allocated.

LN can use this characteristic to find a matching supply for this demand.

Note

The combination of the following fields identifies the order or order line to which the ordered items were allocated:

  • Business Object Type
  • Business Object
  • Business Object Reference
Allocated to Reference
The supply that fills this demand must have been allocated or hard pegged to the reference code displayed in this field.

LN uses this characteristic to find a matching supply for this demand.

LN can use this field in two ways:

  • If the Sold-to Business Partner field is filled, LN uses the Reference field to record a reference code defined by a customer.
  • If the Sold-to Business Partner field is empty, LN uses the Reference field to record an internal reference.

You can use a reference code to keep a collection of parts linked together, even if they follow different routings, for example, if some of the parts are transported to a subcontractor to be returned later.

Use Unallocated Inventory
If this check box is selected, unallocated inventory can be allocated and used to supply the demand order. First, allocated inventory is used, then unallocated inventory.

If this check box is cleared, only allocated inventory can be used.

Product Variant
The supply that fills this demand must have been allocated or hard pegged to the product variant displayed in this field.
Note

This field can only be filled if the following are applicable:

  • The Sell Multiples of Same Configuration check box is selected in the Assembly Planning Parameters (tiapl0500m000) session.
  • The Sell Multiples of Same Configuration check box is selected in the Product Variants (Assembly) (tiapl3500m000) session.
  • The item is a Manufactured item with the default supply source set to Assembly in the Items (tcibd0501m000) session.

Default value

This field is defaulted from the Product Variant field in the current session.

Option List ID
The identification of the options and features for a configured item. The ID is used in the item specification to match supply and demand.
Note

Option list IDs are used on purchase orders to handle received configured items that deviate from the ordered configured items.

You have the following options:

  • The deviating configured item is received as an unexpected warehouse receipt and registered in the Purchase Orders (tdpur4100m000) session as a purchase order with the Warehousing Receipt origin. Therefore, the deviating item is not received against the schedule line, which remains open for receiving the correct configured item.
  • The deviating configured item is first received against the schedule line, but then returned by means of a return order.

As a result, this field can only be specified if, in the Purchase Orders (tdpur4100m000) session, the purchase order's Origin is Warehousing Receipt, or the purchase order is a return order of the Return Inventory order type.

Click Option List to view the configured item 's options and features in the Option List (tcibd4522m000) session.

Order Amount
The total order amount. This is a cumulative value of all the sales order line amounts after discounts are deducted.

Example

  • Unit price is 10, quantity is 20, discount is one
  • Net amount = (unit price - discount) * quantity
  • (10 - 1) * 20 = 180
Order Balance
The sum of the Order Balance, the Composed Invoice Balance, and the Balance Receivable of the selected invoice-to business partner in the current financial company.
Currency
The currency in which the order balance is expressed.
Sales Representative
An employee of your company who maintains contact with the sold-to business partner. The employee number of the sales representative is also used as a sorting criterion in the sales statistics.
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 credit limit is expressed.
Line Discount
The discount percentage that applies to the sales order line.
Discount Amount
The discount amount for the price per unit for the sales order line.
Multi LevelDiscount
If this check box is selected, a multi-level discount is applied to the sales order line.
Amount
The net order line amount, expressed in the transaction currency. This amount is calculated as follows:
Amount = (Quantity * Price) - Order Line Discount
Canceled
If this check box is selected, the sales order line is canceled.

The order line can only be canceled if the following applies:

  • No surplus exists, which means no deliveries are recorded yet for linked component lines.
  • The status of the linked warehousing order or purchase order allows cancellation.

You can cancel sales order lines through the Cancel Sales Orders (tdsls4201s300) or Process BOM changes to Sales Order (tdsls4263m000) sessions.

Modified
If this check box is selected, the sales order line is modified after approval.

If component lines are linked to the sales order line that have the Modified check box selected in the Sales Order Line Components (tdsls4163m000) session, this check box is automatically selected.

Changes to sales order (component) lines can be processed as follows:

  • Manually, by clicking Submit Changes on the appropriate menu of the Sales Order Lines - Components (tdsls4601m000) session.
  • Automatically during the sales order approval process.
  • Automatically, when processing engineering BOM changes to sales order (component) lines in the Process BOM changes to Sales Order (tdsls4263m000) session.
Note

When changes are processed, the surplus is updated for the sales order line.

Deliveries
If this check box is selected, the order line is split into multiple delivery lines. If you click Planned Deliveries, you can view the various delivery lines.

Delivery lines are used to divide orders for large quantities into several deliveries without the need to generate separate orders for each delivery.

Related topics

Back Order Quantity
If this check box is selected, this line is a backorder line.
Premium
If this check box is selected, a premium is linked to the sales order line.
Promotion
If this check box is selected, a promotion is applied to the sales order line.

Related topics

LinkedInformation
If this check box is selected, at least one order is linked to the sales order line.

To view the linked order(s), on the appropriate menu, click Linked Information, which starts the Linked Order Line Data (tdsls4102s200) session.

Text
If this check box is selected, a text is present.
Project
The code of the project for which the item is required.
Note

This field can include a project from Manufacturing or from Project.

Manufacturing

  • If you manually specify a project in this field, you must manually link the item as a project part to the project by clicking Project Parts on the appropriate menu.
  • If the sales order's Sales Office is linked to the same financial company as the project's calculation office, you can enter any project in this field. If the sales order's Sales Office is linked to another financial company as the project's calculation office, the value of the COGS and Revenues restricted to Financial Company of PCS Project check box in the Project Details (tipcs2130m000) session determines whether you can enter the selected project in this field.

Project

If a peg is required for the item on the sales order line, a project must be specified in this field. This field is defaulted from the Project field in the Sales Orders (tdsls4100m000) session.

Element
The element linked to the project.
Activity
The activity linked to the project.
Delivery Type
The delivery type of the sales order line.

Allowed values

Sales Delivery Type

Note

If the warehouse is WMS controlled, and the Cross-docking check box is cleared for the warehouse in the WMS Interface Parameters (whwmd2105m000) session, you cannot generate cross-docking orders. As a result, you cannot set this field to Cross-docking.

Item Code 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.
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.

Warehouse
The warehouse from which the goods are shipped.

Standard warehouse defaulting logic

  1. Product variant (only for Manufactured items with the default supply source set to Assembly in the Items (tcibd0501m000) session).
  2. Ship-to Business Partner.
  3. Item Sales Data.
  4. Sales Order Header.
  5. User Profile.
  6. Item Ordering Data.
  7. Sales Office.
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
  • If the Generate Effectivity Unit during Demand Entry check box is selected in the Unit Effectivity Parameters (tcuef0100s000) session, and the item on this sales order line is unit effective, LN automatically inserts an effectivity unit. The generated unit is derived from the Default Series field of the Unit Effectivity Parameters (tcuef0100s000) session.
  • If the Generate Effectivity Unit during Demand Entry check box is cleared in the Unit Effectivity Parameters (tcuef0100s000) session, and the item on this sales order line is unit effective, the effectivity unit is by default 0 (zero). You can click the Requirements button to create an effectivity unit. You can then select requirements to model the unit effective item.
  • You can define the date on which the effectivity unit must be configured for the sales order in the Configuration Date (UEF) field of the Sales Parameters (tdsls0100s000) session.
  • If the warehouse is WMS controlled, and the Effectivity Units check box is cleared for the warehouse in the WMS Interface Parameters (whwmd2105m000) session, you cannot enter an effectivity unit in this field.
  • Click Requirements to configure the effectivity unit in the Effectivity Unit (tcuef0102m000) session. You can configure an effectivity unit on the sales order line to indicate that optional materials must be used.
Contains Customer Furnished Material
If this check box is selected, the order line contains customer furnished materials.
Note
  • This check box can be selected only for purchased items and manufactured items.
  • This check box can be selected only if the Delivery Type field is Warehouse or Production.
  • This check box cannot be selected if the Inventory Handling field is By Component.
  • This field is defaulted from the Contains Customer Furnished Material field of the Order Terms and Conditions (tctrm1130m000) session.
Engineering Item Revision

Related topics

Standard Description
If this check box is selected, the standard item description is printed on the order line. If an order line text is also present, the standard item description precedes the printout of the order line text.

If this check box is cleared, only the order line text, if present, is printed on the order line.

Product Variant

You can select product variants from:

Note
  • If an item's Default Supply Source is Job Shop, you can only select product variants with the Reference Type field set to Sales Order, Project (PCS), or Standard Variant in the Product Variants (tipcf5501m000) session.
  • If an item's Default Supply Source is Assembly, you can only select product variants with the Reference Type field set to Sales Order, Standard Variant, or Pseudo Order in the Product Variants (Assembly) (tiapl3500m000) session.
Make Customized
If this check box is selected, this is an item for which a project structure and/or a product structure must be generated in the Generate (Project PCS) Structure for Sales Orders (tdsls4244m000) 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 Project (PCS) Parts for all orders and Generate Project (PCS) Parts for Cost/Service Items check boxes in the Generate (Project PCS) Structure for Sales Orders (tdsls4244m000) session, you can still link purchased, manufactured, cost, or service items as project parts to a project.

Note

After a project structure or product structure is generated for the item, LN clears this check box.

List Group
The list group that is linked to the sold-to business partner and that is used to find the list item components when you sell a list item to the sold-to business partner.
Note

If the Allow Alternative List Groups check box is selected in the Sold-to Business Partner (tccom4110s000) session, during sales order line entry, you cannot only select list items from the list group that is linked to the sold-to business partner in the List Group field of the Sold-to Business Partner (tccom4110s000) session, but also from other list groups.

Blocked
If this check box is selected, the order line is blocked.

Related topics

Additional Cost Line
If this check box is selected, the order line is an additional cost line.
Order Date
The date on which the order is manually specified or is automatically generated.

Default value

This field is defaulted from the sales order header.

Contract
Sales contracts are used to register agreements about the delivery of goods with a sold-to business partner .

A contract is comprised of the following:

  • A sales contract header with general business partner data, and optionally, a linked terms and conditions agreement.
  • One or more sales contract lines with price/discount agreements and quantity information that apply to an item or price group.

You can click:

  • Link Contract, to link a contract to the sales order line.
  • Unlink Contract, to unlink an already linked contract.
Contract Line
The number of the sales contract line.
Contract Sales Office
The sales office that is responsible for the sales contract.
Contract Ignored
If this check box is selected, a valid contract is present, but it is not linked to the order line.

This check box is selected if one of the following is applicable:

  • Multiple contracts are offered for selection, but no contract is linked to the order line.
  • A previously linked contract is manually unlinked from the order line.
Note

If a contract is automatically unlinked due to field updates, this check box is cleared.

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
  • 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.
/
The unit on which the sales price is based.

When you enter an item, LN fills in the default sales unit for this particular item. This unit can be equal to the inventory unit.

Price Stage
A categorization of the price based on the phase of the price negotiation process. Using price stages, companies can negotiate the price while continuing the order process with restrictions. The order processing restrictions that apply to the price stage are specified in the linked blocking definition.
Example
Price StageTypeBlocking Definition
PS1Price stage estimatedPurchase004Block on release
PS2Price stage provisionalPurchase005Block on receipt
PS3Price stage finalPurchase--
PS5Price stage estimatedSales010Signal on order entry

 

Default value

The following search logic is used to default the price stage:

  1. From the Sales Quotation Lines (tdsls1501m000) session, if the sales order is generated from a sales quotation.
  2. From the Price Book Lines (tdpcg0131m000) session, if the item price is retrieved from a price book.
  3. Else, the Price Stage field is empty.
Material Price
The sales order line's total material price.
Price excluding Material Price Surcharges
The sales order line's initial price.
Material Price Surcharges
The total of all material price surcharges for the sales order line.
All Materials have Actual Prices
If this check box is selected, for all materials that are linked to the sales order line, material actual prices are available.
Price Origin
The origin of the price.

Allowed values

Price Origin

Default Price Book
The default price book's origin on which calculation of the price is based.
Price Matrix
The matrix definition of the price matrix, if the Price Origin is set to Price Structure.
Price Matrix Priority
For a matrix type, the order in which matrix definitions are searched for.
Discount Origin
The origin of the discount.

Allowed values

Discount Origin

Discount Code
A method to indicate the reason a discount is granted. For example, you can grant a discount because the customer orders large quantities. If you grant a discount or if you add a surcharge to a sales invoice, you can enter a discount code to indicate the reason.

Surcharges and discounts can be the result of the following:

  • Standard discounts
  • Surcharges
  • Payable commissions
  • Payable rebates

 

Check Inventory
Checks whether sufficient inventory is available for the sales order line. If the inventory is insufficient, the inventory shortage menu is displayed from which you can select an option to resolve the shortage issue.
Check Export Compliance
Executes the export compliance check.
Include Total Lines
Also displays sales order lines of the Order Line type. These lines are referred to as total lines, because they include the totaled quantities and amounts of the linked delivery lines.
Include Already Delivered Lines
Also displays sales order lines that are already delivered.