Contract Deliverables (tppdm7100m100)

Use this session to create and maintain contract deliverables.

Note
  • Contract Deliverables can be Hardware and Non-Hardware. For hardware deliverables Manufactured, Job shop, Purchased, Product, and Assembly type items are allowed. For non-hardware deliverables items of type Cost are allowed.
  • A deliverable line must be linked to a project and element and/or activity.
  • A contract line can be linked to one or more deliverables.
Note
  • The Letter of credit (L/C) functionality is enabled for the contract deliverables, only if the Export Letter of Credit and/or Domestic Sales Letter of Credit check boxes are selected in the Financial Global Trade Compliance Parameters (tcgtc9199m000) session.
  • Using the Link Letter of Credit/ Unlink Letter of Credit options from the Actions menu, you can link/unlink the letter of credit. A Letter of Credit can be linked only if the Letter of Credit Required is selected.
  • A letter of credit can be unlinked from the contract deliverable, only if the deliverable Status is set to Free. If linked to the contract deliverable, you can access or view the L/C using the Letter of Credit option from the References menu.

 

Item
Contract

The code that uniquely identifies the contract.

Description

The description or name of the code.

Contract Line

The contract line number.

Description

The description or name of the code.

Contract Status

The contract status.

Note
  • If the contract header status is Canceled, all the lines are also set to Canceled.
Contract Line Status

The contract line status.

Note
  • The contract line can be set to Active only if the contract is set to Active.
  • If the contract header is Canceled, all the lines are also set to Canceled.
Sold-to Business Partner

The sold-to business partner for the contract deliverable line.

Description

The description or name of the code.

Item
Deliverable

The contract deliverable line number.

Sequence

The sequence number of the contract deliverable.

Type

The type of deliverable for the contract deliverable line.

Allowed values

Type of Deliverable

Item

The code of the standard or customized item.

Note
  • The Item Type Product can be used only if the Item Type Product field can be set to Active in the Implemented Software Components (tccom0100s000) session.
  • The Item Type Purchased and/or Manufactured is used only if the Item Type Product field is set to Inactive in the Implemented Software Components (tccom0100s000) session.
Description

The description or name of the code.

Standard Description

If this check box is selected, the item description is printed on the deliverable invoice. If this check box is cleared, only the deliverable line text, if present, is printed on the deliverable invoice.

Note

The item description is copied while copying the deliverable lines, creating deliverable schedules, backorders and returns. This field is disabled when the item is delivered.

Item Coding 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.

Alternative Item Code

The alternative item code for the item in the selected item code system. LN prints this item code of the contract deliverable item on the invoice, if the Invoice Type field in the Contracts (tpctm1100m000) is set Delivery Based and if the Customer Item Code checkbox in the Invoicing Methods (tcmcs0155s000) session is selected.

Effectivity Unit

The effectivity unit code for the project deliverable item.

Description

The description or name of the code.

Product Variant

The product variant for the deliverable item.

You can configure the deliverable item using the Product Configurator (tipcf5120m000) or select the product variants defined for the item in the Product Variants (tipcf5501m000) session if:

  • the Product Configurator (PCF) check box is selected in the Implemented Software Components (tccom0100s000) session.
  • for the item, the Item Type field is set to Generic in the Items (tcibd0501m000) session.
  • the Default Supply Source is set to Job Shop.
Warehouse

The warehouse from which the deliverables can be shipped to the customer.

Standard warehouse defaulting logic for contract deliverable:

  1. Ship-to Business Partner
  2. Item Sales Data
  3. Item Ordering Data
  4. Sales Office
Description

The description or name of the code.

Lot Selection

The lot selection type applicable to the deliverable line.

Allowed values

Lot Selection.

Lot Selection

The lot number.

Serial Selection

The method to determine whether serial selection is applied to the deliverable line.

Allowed values

Serial Selection.

Serial Selection

The serial number of the item.

Quantities
Scheduled Quantity

The quantity of items scheduled to be delivered to the sold-to business partner.

Inventory Unit Quantity

The scheduled quantity of the deliverable item expressed in inventory unit.

Unit

The unit of measure in which the inventory unit quantity is expressed.

Delivered Quantity

The quantity of the items delivered to the sold-to business partner.

Unit

The unit of measure in which the delivered quantity is expressed.

Accepted Quantity

The quantity of items accepted by the sold-to business partner.

Ordered Quantity

The ordered quantity of the deliverable item.

Unit

The unit of measure used to express the ordered quantity.

Backorder Quantity

The backorder quantity of deliverable items.

The backorder quantity can be calculated as:

Backorder Quantity = Ordered Quantity - Delivered Quantity

If the deliverable is linked to a schedule line, LN displays the total backorder quantity of all deliverable lines with status set to Active, for the contract.

Dates
Status

The status of the deliverable line.

Allowed values

Deliverable Status.

Document Compliance Status

The document compliance status for the global trade compliance and/or letter of credit (L/C), as applicable.

Note
  • The document compliance check must be performed if the Trade compliance functionality is applicable for the item linked to the deliverable or a letter of credit is linked to the deliverable. LN performs the compliance check when the deliverable is set to Active or by selecting the Check Document Compliance button.
  • If Trade compliance and Letter of Credit or both failed the compliance check, the status is displayed as Validation Error. LN allows you to override the validation error using the Document Compliance Check Results (tcgtc1610m000) session.
Contract Delivery Date

The date requested by the sold-to business partner to deliver the contract. LN defaults the value from the Contract Lines (tpctm1110m000) session.

Confirmed Delivery Date

The date confirmed to the sold-to business partner for delivering the contract deliverable.

Planned Receipt Date

The planned date when the deliverables must be received.

Planned Delivery Date

The date when the items are planned to be delivered.

Backorder Present

If this check box is selected, a back order is linked to the contract deliverable.

Return Deliverable

If this check box is selected, the contract deliverable is a return order.

Deliverable lines for a return order can be created:

  • Manually
  • By copying data from original deliverable, schedule, shipment or invoice.

The inventory valuation for the returned item is based on the method used to create the return deliverable line. If the return deliverable line is created manually, the inventory value is based on FTP inventory valuation method. If the return deliverable is created from the original deliverable, schedule, shipment or invoice, the inventory value is based on the (MAUC). For more information, refer to Moving Average Unit Cost (MAUC).

Delivery Schedule Present

If this check box is selected, one or more delivery schedule line are present for the deliverable line. You can maintain delivery schedules if there are no shipping constraints for the deliverable line.

Note:

This field is enabled only if the Shipping Constraint field on the Shipping tab is set to None.

Delivery Schedule Complete

If this check box is selected, the deliverable quantity matches the quantity defined on the schedule lines in the Contract Deliverables Schedule (tppdm7100m200) session.

Price
Currency

The currency used to express the amounts for the deliverable line.

Description

The description or name of the code.

Sales Price

The default sales price per unit of the deliverable item. It can be changed manually.

Price Origin

The origin of the sales price. This is a display field.

This field can have the following values

  • Item Sales Data: The sales price originates from the Items - Sales (tdisa0501m000) session.
  • Default Price Book: The sales price originates from the default sales price book entered in the Price Books (tdpcg0111m000) field of the Pricing Parameters (tdpcg0100m000) session.
  • Manual: The sales price is entered manually.
  • Contract: The sales price originates from a sales contract.
  • Price Structure: The sales price originates from a price book linked to the Pricing Control (PCG) matrix of the price matrix type.
  • External: The price originates from an external package.
  • Product Variant: The price originates from the Product Configuration module.
Amount

The total sales amount for the deliverable items.

Settlement Amount

The amount of the advance payment to be settled when invoicing the contract deliverable. For example, a contract deliverable's total sales amount is 1500 Euro with an advance payment of 1000 Euro, and the amount to be settled is 750 Euro. In this case, 750 Euro is settled from the advance payment amount of 1000 Euro and the balance amount to be invoiced is 750 Euro.

Note
  • This amount can only be defined for contract lines with the invoice type Delivery based.
  • Infor LN defaults the value based on: Contract line Liquidation% * Sales Amount.
  • This amount must not exceed the sales amount.
  • This field is disabled, if the contract deliverable is shipped or partially shipped.
  • Settlement amount is not applicable for the Return deliverables and Back Orders.
Total Amount to be Settled

The total amounts to be settled, based on the schedule lines, if any, for the contract deliverable.

Note

Infor LN calculates the amount based on the ordered quantity.

Customs Value

The amount defined as the custom's value. The default value is the sales price defined for the deliverable. LN defaults this amount to Warehousing when the sales order is released to Warehousing.

Price Stage

The code and description of the price stage. For the Contract Deliverable, only Price Stages of the Type, Projects, are applicable. For the Price Stages of the Type, Projects, blocking definition is not applicable.

Note
  • The value defaults from the price book when you create a new deliverable line.
  • When you modify the value in this field, the Price Stage on the linked schedule lines are also updated.
  • This field is mandatory, if the Price Stage Mandatory check box is selected in the Contract Parameters (tpctm0100m000) session.
Shipping
Shipping
Ship-to Business Partner

The ship-to business partner for the contract deliverable.

Description

The description or name of the code.

Ship-to Address

The address of the ship-to business partner.

Ship-to Address

The description or name of the code.

Delivery Point
Description

The description or name of the code.

Ship-to Contact

The contact of the ship-to business partner.

Description

The description or name of the code.

Shipping Constraint

The shipping constraints specified on the deliverable lines.

Allowed values

Shipping Constraint.

Unit Binding

If this check box is selected, LN can force the WMS to ship specific units.

Delivery Terms
Description

The description or name of the code.

Point of Title Passage
Description

The description or name of the code.

Route

The route linked to the contract deliverable.

Description

The description or name of the code.

Carrier/LSP

The carrier / LSP for the contract deliverable.

Description

The description or name of the code.

Carrier / LSP Binding

If this check box is selected, carrier / LSP binding is applicable for the contract deliverable.

Freight Service Level

The freight service level for the contract deliverable, defined in the Freight Service Levels (tcmcs0175m000) session.

Description

The description or name of the code.

Warehouse Order

The warehouse order number generated based on the Default Order Types by Origin (whinh0120m000) for the deliverable line. LN does not run the Project Requirement Planning (PRP) engine for contract deliverables.

Position Number

The position number of the warehouse order line.

Sequence Number

The sequence number of the warehouse order line.

After Sales
Use Installation Group

The code of the installation group linked to the contract deliverable.

Note

The value is defaulted from the Project (tppdm6600m400) session, if a service order is generated in Project. The installation group links the contract deliverables to Service. Contract deliverables (that are serialized items) are automatically transferred to Service when shipped to the customer, only if the deliverables must be maintained in Service.

Unprocessed After Sales Service

If this check box is selected, Infor LN indicates if After Sales Service Lines (tstdm5101m000) exist with the Status set to Delivered and are linked to the contract deliverable.

Note

After Sales Service is enabled for the Contract Deliverable only if:

  • The Extended Service Integration check box is selected in the Contract Parameters (tpctm0100m000) session, for the contract line to which the contract deliverable is linked.
  • The Process to Service after Delivery check box is selected for the item in the Items - Service (tsmdm2100m000) session. This is applicable only if the item type is set to Purchased, Manufactured, or Product.
  • The Delivery Schedule Present check box must be cleared in the Contract Deliverables (tppdm7100m100) session.
  • Contains CFM check box must be cleared in the Contract Deliverables (tppdm7100m100) session.
Process After Sales Service

If this check box is selected, Infor LN processes an After Sales Service line linked to the Contract Deliverable when the shipment of the deliverable is confirmed. If this check box is cleared,, you can use the After Sales Service (tstdm5600m000) session to process the After Sales Service Line(s) manually.

Quality
Inspection

If this check box is selected, LN indicates that inspection is applicable for the contract deliverable.

Conformance Documentation

If this check box is selected,, LN indicates that a conformance document is registered in the Conformance Documentation Register (qmptc1150m000) session, for the contract deliverable. The document lists conformance related details such as the lot and serial number of the source order that is linked to the inspection order.

Conformance Reporting

The conformance reporting code associated with a conformance document set, or conformance documents.

Note
  • This field is visible only if the Quality Management (QM) check box is selected in the Implemented Software Components (tccom0500m000) session and the Project Contract check box is selected in the Quality Management Parameters (qmptc0100m000) session.
  • This field is only applicable for Item of the Type, Hardware and the contract deliverables that are not return orders.
  • For a new contract deliverable line, the value of this field is defaulted from the Items - Sales Business Partner (tdisa0510m000) session, if not from Business Partner level, it defaults from the Items - Sales (tdisa0501m000) session. For Schedule lines and Backorder, this field is defaulted from the originating contract deliverables.
  • This field can be modified, only if the Conformance Documentation is not registered in the Conformance Documentation Register (qmptc1150m000) session, and as long as the existing logic for maintaining Warehouse related fields (like item) are allowed to be modified.
Acceptance Point

The location where the goods are accepted.

Allowed values

Acceptance Point

Project
Project

The code that identifies the project linked to the contract deliverable line.

Description

The description or name of the code.

Project Status

The Project Status for the contract deliverable line.

Element

The project element linked to the contract deliverable line.

Description

The description or name of the code.

Plan

The project plan linked to the contract deliverable line.

Activity

The project activity linked to the contract deliverable line.

Description

The description or name of the code.

Milestone

The project milestone to the contract deliverable line.

Description

The description or name of the code.

Cost Component

The cost component linked to the contract deliverable line.

Note

You can only specify a cost component for which the Component Type is set to Detail or Collect in the Cost Components (tcmcs0148m000) session.

Description

The description or name of the code.

Tracking
Created by

The code that identifies the user who created the deliverable line data.

Description

The description or name of the code.

Creation Date

The date when the deliverable line data was created.

Last Modified by

The user who last modified the deliverable line data.

Description

The description or name of the code.

Last Modified on

The date when the deliverable line data was last modified.

References
Customer
Customer Order

The customer order number linked to the contract deliverable.

Customer Order Line

The position number of the customer order linked to the contract deliverable.

Text

The additional text related to the contract deliverable.

Item Picture

The picture of the item.

Text

If this check box is selected, a text is present.

Return from
Shipment

The reference code to the original shipment linked to the contract deliverable.

Invoice

The reference code to the original invoice linked to the contract deliverable.

Deliverable

The reference code to the original deliverable linked to the contract deliverable.

Schedule

The reference code to the original deliverable schedule linked to the contract deliverable.

Reason

The code that identifies the reason for return of the deliverable items.

Description

The description or name of the code.

Return Ownership

The defined ownership to whom the deliverable items must be returned.

Allowed values

Ownership

Paying
Tax
Tax Classification

The tax classification for the contract deliverable line, defined in the Tax Classifications (tctax0116m000) session.

Description

The description or name of the code.

Exempt

If this check box is selected, the tax code represents tax exemption.

Tax Country

The tax country for the contract deliverable line.

Description

The description or name of the code.

Own Tax Number

The tax number allotted by the government.

Tax Code

The tax code for the contract deliverable line, defined in the Tax Codes by Country (tcmcs0536m000) session.

Description

The description or name of the code.

BP Tax Country

The tax country of the sold-to business partner for the contract deliverable line.

BP Tax Number

The tax number allotted by the government to the sold-to business partner.

Tax Exemption Certificate

The tax exemption certificate number if tax is exempted on the deliverable line

Note:

You can enter the tax exemption certificate number if the Exempt checkbox is selected.

Tax Exemption Reason

The code that identifies the reason if tax is exempted on the deliverable line.

Note:

You can enter the tax exemption reason if the Exempt checkbox is selected.

Paying
Payment Terms

The code of the payment terms specified for the contract deliverable. If specified, this code is used for invoices, only if the Invoicing method is set to Delivery Based.

Related topics

Payment Method

The payment method specified for the contract deliverable. If specified, this code is used for invoices, only if the Invoicing method is set to Delivery Based.

Letter of Credit
Letter of Credit Required

If this check box is selected, a valid letter of credit (L/C) must be linked to the contract deliverable using the Link Letter of Credit option from the Actions menu.

Letter of Credit ID

The identification number of the letter of credit (L/C).

Trade Type

The type of letter of credit (L/C) linked to the deliverable.

Allowed values

Export / Import

Note
  • For the contract deliverable, only these trade types can be linked.
    • Export
    • Domestic Sales
  • The trade type that is linked to the deliverable is based on the ship-from address of the warehouse and the Ship-to Address specified on the deliverable.
Additional Information
Additional Field

User-defined fields that can linked to LN tables. Additional information fields are do not add any specific value to LN as functional logic is not linked to the contents of these fields.

 

Set Status to

Sets the status of the deliverable line to the selected value.

Free

Sets the status of the deliverable line to Free.

Active

Sets the status of the deliverable line to Active.

Released to Warehousing

Sets the status of the deliverable line to Released to Warehousing.

Delivered

Sets the status of the deliverable line to Delivered. This is applicable for the non-hardware deliverables not handled via Warehousing. Hardware deliverables as well as non-hardware deliverables that are handled via Warehousing get set to Delivered if the shipping successfully has been completed.

Closed

Sets the status of the deliverable line to Closed.

Canceled

Sets the status of the deliverable line to Canceled.

Requirements

Starts the Effectivity Unit (tcuef0102m000) session where you can select the requirement(s) defined for the effectivity unit.

Note

The sales price of the contract deliverable is updated based on the sales base price of the item (retrieved from either Sales Contracts (tdsls3500m000)/ Price Book Lines (tdpcg0131m000)/ Items - Sales (tdisa0501m000) session) and the upgrade price of the requirements selected in the Requirement - Effectivity Units (tcuef0107m000) session.

Get Sales Price

Retrieves the sales price for the contract deliverable item.

Check Document Compliance

Infor LN performs a validation check for the trade compliance and letter of credit.

Configure Product Variant

Starts the Product Configurator to define the product variant options. This option is enabled only if the Status is set to Free.

Generate Product Structure

Generates the product variant structure for the deliverable item and prints a report. This option is enabled only if the Status is set to Free When you generate the product structure, Infor LN prints a report with the product variant options or the errors, if any. If no errors are found, Infor LN generates a code for new standard item or uses the code of an existing item that matches the selected features and calculates the cost..