The number of the sales contract.
Sales Contract Lines (tdsls3501m000)Use this session to view, enter, and maintain sales contract lines. You can start this session:
Note
Contract The number of the sales contract. 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:
Line The number of the sales contract line. 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. Price Group You can define a sales contract for one or more items or price groups. If this field is filled, the price and discount on the contract line or the price revision apply to all items in this price group. You cannot enter agreements on a contract line that relate to both an item and a price group. For agreements by price group, the following conditions apply:
Item The raw materials, subassemblies, finished products, and tools that can be purchased, stored, manufactured, and sold. An item can also represent a set of items handled as one kit, or which exist in multiple product variants. You can also define nonphysical items, which are not retained in inventory but can be used to post costs or to invoice services to customers. The examples of nonphysical items:
Note
Agreed Quantity The quantity that must be delivered according to the contract agreements. The contract quantity must always be greater than zero. Note LN automatically starts the Item Dimensions (tdsls4811s000) session if the sales unit is of the following unit types:
In the Item Dimensions (tdsls4811s000) session, you can maintain the physical dimensions of the items to calculate the quantity. Sales Unit The unit in which an item is sold. Agreed Quantity The contract quantity, expressed in the inventory unit. Picture The item's picture, which is defaulted from the Picture field in the Items (tcibd0501m000) session. Contract Prices in Use If this check box is selected, prices and discounts are retrieved from the linked sales contract price revision in the Sales Contract Prices (tdsls3103m000) session. If this check box is cleared, prices and discounts are retrieved from the Sales Contract Lines (tdsls3501m000) session. Note From the appropriate menu, click Sales Contract Prices to specify price revisions for the contract line in the Sales Contract Prices (tdsls3103m000) session. Price The contract price for the line item. If the price depends on either the quantity that is sold at one time, or the date of sale, you must record the price in a graded scale by using the Price Book Lines (tdpcg0131m000) session. Note
/ The sales price unit. Discount % The single discount percentage of the item. This single discount percentage applies to the total amount. To enter more levels of discount percentages, you can zoom to the Line Discounts (tdpcg0200m200) session. The value entered in the Number of Discount Levels field of the Pricing Parameters (tdpcg0100m000) session, determines whether, in the Line Discounts (tdpcg0200m200) session, you can define a maximum of five levels of discount. Note You can only enter a discount percentage if the Discount Amount field and the Discount Schedule field are empty. Discount Amount The single discount amount of the item. This single discount amount applies to the total amount. To enter more levels of discount amounts, you can zoom to the Line Discounts (tdpcg0200m200) session. The value entered in the Number of Discount Levels field of the Pricing Parameters (tdpcg0100m000) session, determines whether, in the Line Discounts (tdpcg0200m200) session, you can define a maximum of five levels of discount. Note You can only enter a discount amount if the Discount % field and the Discount Schedule field are empty. Multi Level Discount If this check box is selected, a multi-level discount is applied to the sales contract line. Contract Line Status The status of the sales contract line. A contract line can have the following statuses:
You can assign a status to each contract line with the following commands:
Note
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. Note If you use an alternative item code, you must also specify an item code system in the Item Code Systems (tcibd0106m000) session. You cannot enter agreements on a contract line that relate to both an item and a price group. Customer Item The item code in the coding system. LN converts this item code to the item code used in your own company. This conversion allows you to, for instance, use the buy-from business partner's or sold-to business partner's item code during order entry. You can specify business partner item codes in the Item Code System - Items (tcibd0104m000) session. Engineering Item Revision The revision of the engineering item. 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
Warehouse The code of the warehouse where the items must be delivered. Apply Contract for All Items in Price Group If this check box is selected, the sales contract applies to all items of the price group that is displayed in the Price Group field. Note If you record contracts for a price group, the following applies:
Contract Date The date on which the contract is entered in the system. Default value LN retrieves the default contract date from the Sales Contracts (tdsls3500m000) session. Note A contract can consist of several contract lines which have the same duration. However, the time at which the agreement is concluded with the customer can differ. Effective Date The first day on which a record or a setting is valid. The effective date often includes the effective time. Note A relationship with an order or schedule can only exist if the order date on the order line or the start date on the schedule line falls within the effective period of the contract. Expiry Date The last day on which a record is valid. If you do not specify an expiry time, the validity expires at the end of the expiry date, at 24:00 hours. Note A relationship with an order or schedule can only exist if the order date on the order line or the start date on the schedule line falls within the effective period of the contract. Action on Exceeding Expiry Date Select the action that is carried out when the contract line's expiry date is exceeded. Note
Default value This field is defaulted from the Action on Exceeding Expiry Date field in the Sales Contract Parameters (tdsls0100s300) session. Allowed values Expiry Date Tolerance The period, expressed in days, by which the expiry date can be exceeded before sales orders and schedules can no longer be linked to the contract line. If dates fall within this tolerance margin, you are notified about the expiration of the contract line. Note You can only fill this field if the Action on Exceeding Expiry Date is set to Skip Contract 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. Note If the Use Customer Order for Schedules check box is selected in the Sales Schedule Parameters (tdsls0100s500) session, this customer order number is compared with the incoming sales release's customer order number. Default value This value is defaulted from the Customer Order field in the Sales Contracts (tdsls3500m000) session. Action on Deviating Customer Order The action that must be initiated when the customer order on an incoming sales release is specified and deviates from the Customer Order in the current session. Allowed values Default value This value is defaulted from the Action on Deviating Customer Order field in the Sales Contracts (tdsls3500m000) session. Action on Deviating Empty Customer Order The action that must be initiated when the customer order on an incoming sales release is not specified and deviates from the specified Customer Order in the current session. Allowed values Default value This value is defaulted from the Action on Deviating Empty Customer Order field in the Sales Contracts (tdsls3500m000) session. Customer Contract Reference The identifier of the item's model, part, or year with the sold-to business partner. This reference is used to identify a sales contract line. Note You can specify a value in this field only if the Use Customer Contract Reference for Schedules check box is selected in the Sales Schedule Parameters (tdsls0100s500) session. This customer contract reference is compared with the incoming sales release's customer contract reference. Default value The value in the Sales Contracts (tdsls3500m000) session. Standard Description If this check box is selected, both the item dependent text and the contract line text are printed on the contract acknowledgment. If this check box is cleared, only the contract line text is printed on the contract acknowledgment. Note
Currency The currency in which the sales contract amounts are expressed. Price Book An entity in which you can store price information that is valid for a given period of time. A price book includes the following elements:
A quantity or value break discount schedule can be linked to a price book. Note The Used for Contracts check box must be selected for the price book in the Price Books (tdpcg0111m000) session. Book Price The price for the item according to the price book, increased by an upgrade price if applicable. The default price for an item is stored in the default price book. Note If the Material Pricing in Sales check box is selected in the Material Price Parameters (tcmpr0100m000) session, this price can include material base prices. Price Unit The unit to which the (sales/purchase) price applies. Active Revision Price The price as retrieved from the sales contract price revision that is active for the contract line. Note
Retro-Billed Price Changes present If this check box is selected, a price change line exists that is not processed by the retrobilling process. Note Material price information is not taken into account for retrobilling. Price Unit The unit to which the (sales/purchase) price applies. Price The price of the sales contract line item. This price is retrieved from the Price, Book Price, or Active Revision Price field. Material Price The sales contract line item's total material price. Note Because a contract line cannot have material price surcharges, this field shows the total material base price. Discount Schedule The discount schedule that is linked to the sales contract line. If you link (a) discount schedule(s) to a sales contract line, the following conditions are mandatory:
To link more discount schedules to the contract, you can zoom to the Line Discount Schedules (tdpcg0521m100) session. Depending on the value entered in the Number of Discount Levels field of the Pricing Parameters (tdpcg0100m000) session, you can define a maximum of five discount schedules in the Line Discount Schedules (tdpcg0521m100) session. Note If you specified a value in the Discount % or Discount Amount fields, you cannot enter a discount schedule. You can specify discount schedules in the Discount Schedule (tdpcg0612m000) session. 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:
Discount % The discount percentage resulting from the contract line discount. The total discount amount is expressed as a percentage of the (gross) contract amount. The Discount % is calculated as follows: Discount Amount / (agreed quantity * price) * 100% 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 (contract) line discount used in this formula, is the total of the level of discounts entered in the Line Discounts (tdpcg0200m200) session. Net Amount The net contract line amount, which is calculated based on the agreed quantity. It is calculated as follows: Agreed Quantity * Price - Discount Amount
Determining If this check box is selected, the selected contract line is taken into account when the total contract value is calculated for applying total contract discount to contracts. Eligible If this check box is selected, the calculated discount percentage is applied to the selected contract line. Calculate Price with Cumulative If this check box is selected, LN retrieves the price and discounts from the price book and discount schedules, based on the total cumulative quantities of the linked sales orders and sales schedules. The sales price/discount that is retrieved from the sales contract price book/discount schedule, is based on the following calculation: Contract called quantity + Sales order/schedule line quantity (converted to the unit of the contract line's agreed quantity) Note This functionality only applies if a price book/discount schedule is linked to the contract. Example The sales contract price book that is entered on the sales contract line is defined as follows:
The following sales order lines are created:
Redetermine Price and Discounts at Shipment If this check box is selected, and a sales schedule is linked to this contract line, sales schedule line prices and/or discounts are recalculated during shipment. Therefore, the delivered amount of the shipped goods reflects the actual contract price information. When prices and discounts are redetermined, depends on the value of the sales schedule line's Payment field.
If this check box is cleared, and a sales schedule is linked to this contract line, the price and discounts cannot be redetermined after the sales schedule is approved and planned warehouse orders are created. Note
Minimum Quantity The minimum contract quantity that you want to sell, expressed in the sales unit. The quantity sold to the business partner often differs from the contract quantity. As a result, you can record the minimum quantity to be sold in the contract. Use the Evaluate Sales Contracts (tdsls3420m000) session to calculate the difference between called quantities and the minimum contract quantity. Minimum Quantity The minimum contract quantity that you want to sell, expressed in the inventory unit. Maximum Quantity The maximum contract quantity that you want to sell, expressed in the sales unit. The quantity sold to the business partner often differs from the contract quantity. Therefore, you can record the maximum quantity to be sold in the contract. Use the Evaluate Sales Contracts (tdsls3420m000) session to calculate the difference between called quantities and the maximum contract quantity. Note When the maximum quantity is reached, in the Action on Exceeding Maximum Quantity field of the current session, you can define what action is taken. Maximum Quantity The maximum contract quantity that you want to sell, expressed in the inventory unit. Action on Exceeding Maximum Quantity You can select the action that is carried out when the maximum contract quantity is exceeded. Note
Default value This field is defaulted from the Action on Exceeding Maximum Quantity field in the Sales Contract Parameters (tdsls0100s300) session. Maximum Quantity Tolerance The quantity, expressed in the sales unit, by which the maximum contract quantity can be exceeded before sales orders and schedules can no longer be linked to the contract line. If quantities fall within this tolerance margin, you are notified about the expiration of the contract line. Note You can only fill this field if the Action on Exceeding Maximum Quantity is set to Skip Contract. Maximum Quantity Tolerance The quantity, expressed in the inventory unit, with which the maximum contract quantity can be exceeded before sales orders and schedules can no longer be linked to the contract line. If a maximum quantity tolerance is applicable, you are notified about the expiration of the contract line. Note You can only fill this field if the Action on Exceeding Maximum Quantity is set to Skip Contract. Evaluation [y/n/repeat] Specify if the contract must be (re)evaluated. Quantity Binding This field indicates whether the agreed contract quantity is binding. If this check box is selected, the Evaluate Sales Contracts (tdsls3420m000) session prints all differences between:
If this check box is cleared, the Evaluate Sales Contracts (tdsls3420m000) session only prints the differences if the minimum contract quantity or the maximum contract quantity are exceeded. The upper and lower limits of this range are percentages of the agreed quantity. Minimum Order Quantity The minimum order quantity, expressed in the inventory unit. This field is used for informational purposes only. Default value The Minimum Order Quantity specified in the Items - Sales Business Partner (tdisa0510m000) session. If this quantity is zero, or if no combination exists for the item and sold-to business partner in the Items - Sales Business Partner (tdisa0510m000) session, the default order quantity is retrieved from the Items - Sales (tdisa0501m000) session. Minimum Order Quantity The minimum order quantity, expressed in the sales unit. This field is used for informational purposes only. Called Quantity This field totals the called quantities of all the sales order/schedule lines that are linked to the contract line, expressed in the inventory unit. The called quantity is increased when an order/schedule is linked to a contract. Called Quantity This field totals the called quantities for all the sales order/schedule lines that are linked to the contract line, expressed in the sales unit. 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. Invoiced Quantity The total number of invoiced items on sales orders/schedules related to a sales contract, expressed in the inventory unit. Based on the invoiced quantity, the effective date and the expiry date, you can calculate the possible end quantity on the expiry date by extrapolating data. If you run the Process Delivered Sales Orders (tdsls4223m000)/ Process Delivered Sales Schedules (tdsls3223m000) session, the invoiced quantity is raised for each contract-related order/schedule line. Note Order discounts are not accounted for. Only the net goods amounts are totalized. Invoiced Quantity The total number of invoiced items on sales orders/schedules related to a sales contract, expressed in the sales unit. Called Amount The total of the called amounts for all the sales order/schedule lines that are linked to the contract line. You can calculate the possible final amount on the expiry date by extrapolating data based on the called amount, the effective date and the expiry date. LN raises the called amount when a sales order/schedule line is linked to a contract line. LN updates this (cumulative) amount:
Invoiced Amount The total of the invoiced amounts on sales order/schedule lines that are linked to a sales contract. Note
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. Address A full set of address-related details, which include the postal address, access to telephone, fax, telex numbers, and email, Internet address, identification for taxation purposes, and routing information. Contact The person with whom you discuss business transactions. For example, you address questions, quotations, and follow-up calls, direct mail, and promotional gifts to the contact. The contact's data include the name, telephone number, e-mail address, and other details. Ship-to Warehouse The warehouse to which the items are shipped. Delivery Point The business partner's delivery point at which you must deliver the items. Conformance Reporting The conformance reporting code linked to the item. Default value The conformance reporting code is defaulted from the Items - Sales Business Partner (tdisa0510m000) or the Items - Sales (tdisa0501m000) session. Intermediate Consignee A distribution center where goods sent from the supplier are consolidated and often repacked before being shipped to the final destination at the customer's. An intermediate consignee is owned by the customer or a carrier acting on behalf of the customer. Address The address of the intermediate consignee. 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. Schedule If contract deliveries are defined by means of sales schedules, this field displays the number of the sales schedule that is linked to the sales contract line. Note For each sales schedule line a sales order line is generated. Additional Cost Set The additional cost set that is assigned to the contract line item. Note This field is only applicable for sales schedules that are linked to the contract line. 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 contract header. 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. 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. Tax Code The tax code that applies to the sales contract line. Note The tax code that can be entered in this field can only be of the VAT kind. 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 current date. Exempt Certificate The exemption certificate that is assigned to the business partner by the tax authority. Note
Exempt Reason The reason why the sold-to business partner is exempt from sales tax. Note
Text If this check box is selected, contract line text exists.
Activate Activates a sales contract line. You cannot change headers or lines with the Active status. De-activate De-activates a sales contract line. This action changes the status from Active to Free. Terminate Terminates a sales contract line. You cannot generate sales schedules for Terminated normal contracts and you cannot generate sales orders from Terminated special contracts. Open Lines Only displays sales contract lines with the Free, or Active status. All Lines Displays all sales contract lines. Requirements Starts the Effectivity Unit (tcuef0102m000) session in which you can select requirements to configure the effectivity unit. If the Generate Effectivity Unit during Demand Entry check box is selected in the Unit Effectivity Parameters (tcuef0100s000) session, the default requirements for the effectivity unit’s item, defined in the Item - Requirements (tcuef0108m000) session, are automatically imported for the effectivity unit. If the Generate Effectivity Unit during Demand Entry check box is cleared, you must manually select requirements in the Effectivity Unit (tcuef0102m000) session.
| |||||||||||||||||||||||||||||||||||