Item - Sales Defaults (tdisa0102s000)

Use this session to list and maintain default sales data by item group. This default data is used when you add a new item in the Items - Sales (tdisa0501m000) session.

When you enter or modify a (new) default value for an item group/item type combination and respond Yes to the question Perform Global Update of Sales Items with New Defaults?, the Global Update of Item with Defaults (tdisa0202m000) session starts automatically.

In this session, you can:

  • View and maintain quantity conditions.
  • Subdivide items into various monetary groups to classify items with common characteristics, for example, items that belong to the same Sales Price Group.

Related topics

 

Item Type

A classification of items used to identify if the item is, for example, a generic item, a service item, or an equipment item. Depending on the item's type, certain functions will only apply to that item.

Item Group

A group of items with similar characteristics. Each item belongs to a particular item group. The item group is used in combination with the item type to set up item defaults.

Sales Unit

The unit in which an item is sold.

Minimum Quantity to Commit

The minimum quantity that must be delivered in case of a partial allocation.

If the value of this field is higher than zero, partial allocation lower than that value is not possible.

Minimum Rate for Commitment

The minimum rate to be delivered in case of a partial allocation.

If the value of this field is higher than zero, partial allocation lower than that value is not possible.

Minimum Order Quantity

The minimum order quantity, expressed in the inventory unit.

This is the default quantity for the Ordered Quantity field in the applicable sales document. If you use order quantities lower than the value specified in this field, a warning message is displayed.

Direct Delivery from Quantity

The order quantity for which a direct delivery is preferred.

Commitment Policy

Specify per item if and when you want to automatically commit the ordered quantity.

Note
  • The batch commitment processes at sales and warehousing can overrule this parameter.
  • You can change the commitment policy as long as no commitments are made for the item in the Inventory Commitments (whinp2100m000) session.

Allowed values

Commitment Policy

Warehouse

The code that is used to identify the default warehouse in which the sales item is stored.

Component Handling

Define how components are handled if the sales item is a component.

Note

This field can only be defined if the Extended Kit Handling Implemented check box is selected in the Sales Order Parameters (tdsls0100s400) session and the Item Type is Purchased, Manufactured, Product, or Generic (with the default supply source set to Job Shop in the Items (tcibd0501m000) session).

Allowed values

Component Handling

Shipping Constraint

The conditions related to the shipment of goods for this sales item.

Allowed values

Shipping Constraint

Conformance Reporting

The conformance reporting code linked to the item.

Sales Text

If this check box is selected, item sales text exists.

Click Text Editor to create, copy, select, or view the text.

Release to Warehouse

If this check box is selected, the issue of the item is carried out in Warehousing.

If this check box is cleared, the issue of the item is carried out in the Sales Control module.

Note
  • If the sales item is a purchased item, a manufactured item, or a list item of the type kit, this check box is selected and disabled.
  • If the sales item is a cost item, a service item, or a generic item, this check box is available. So, you can decide per item whether it is released to Warehousing.
  • If the sales item is a Subcontracted Service item, an Equipment item, or a list item of the type menu or option, this check box is always cleared and disabled.
  • This check box is used to determine whether the Warehouse field of the Sales Order Lines (tdsls4101m000) session can be left empty.
Accessories Allowed

If this check box is selected, accessories are defined for this item.

Related topics

Return Components

If this check box is selected, components of a kit can be returned separately.

Note

This check box is only used if the order is a return order.

Sales Price Unit

The unit on which the sales price is based.

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

If the sales unit is not equal to the inventory unit, you can record the sales unit in the Units by Unit Set (tcmcs0112m000) session.

Sales Price Group

The sales price group is a group of items with corresponding price and discount agreements.

Note
  • If you enter an item, LN fills in the sales price group for that particular item.
  • You can define price groups in the Price Groups (tcmcs0124m000) session.
Sales Statistics Group

Classify the item in a statistics group to make statistical reports.

Note

You can define statistics groups in the Statistical Groups (tcmcs0144m000) session.

Upper Margin

The upper margin is the percentage that the actual sales price is allowed to exceed the target price.

Lower Margin

The lower margin is the percentage that the actual sales price is allowed to be lower than the target price. If this percentage is negative, the item can only be sold for a price higher than the target price. This is the case when the target price is the standard cost.

Commission Group

Select the commission group by zooming to the Commission/Rebate Groups (tdcms0118m000) session.

Rebate Group

Select the rebate group by zooming to the Commission/Rebate Groups (tdcms0118m000) session.

Tax Code

Select the tax code by zooming to the Tax Codes (tcmcs0137m000) session.

Note

The default tax code appears if an item is entered in:

  • A sales quotation.
  • A sales contract.
  • A sales order.
Allow Overdeliveries

If this check box is selected, Warehousing is allowed to ship an over delivery for the item.

Tolerance Type

This field indicates if the tolerance for the over delivery is expressed as a percentage or a quantity.

You have the following options:

  • Percentage
    The tolerance is represented as a percentage of the order quantity.
  • Quantity
    The tolerance is a fixed quantity.
  • No
    No tolerance type is applicable, because the Allow Overdeliveries check box is cleared.
Action

The way in which LN must handle the outbound order line if a shipment does not meet the quantity tolerances.

You have the following options:

  • Warn
    If the maximum tolerance is exceeded, LN gives a warning message to Warehousing.
  • Block
    If the maximum tolerance is exceeded, LN blocks the shipment in Warehousing.
  • No
    LN does not take any action.
Maximum Tolerance