Sales Master Data

In Item Base Data, you can specify items and item data on a general level. Before you can complete sales procedures, you must also specify sales-related item data in Sales Item Data.

You can check available inventory and resolve inventory shortages for sales quotation lines, sales order lines, and sales order component lines.

With a time-phased inventory check, the availability of sufficient inventory during the item's order lead time can be checked for sales order lines and sales quotation lines. This means that the difference between the inventory on hand and the allocations at that particular moment are ignored. Instead, LN considers the difference between the inventory on hand and all planned inventory transactions during the entire order lead time.

If an item is no longer sold, you can replace it with a different item.

If an inventory shortage occurs for an item, you can offer the sold-to business partner an alternative item. Optionally, you can use the available inventory of the original item and then fill the remaining shortage with an alternative.

You can specify the list group(s) used to find list items when you sell a list item to a sold-to business partner. You can indicate whether the business partner can buy from multiple list groups or only from a default list group.

Before you can complete sales procedures, you must specify sales organizational data, such as sales order types that define the mandatory steps in the sales order procedure, sales offices that you can use to create sales contracts, sales orders, sales schedules, and user profiles with user-specific default data.

You can set up customer approval if sold-to business partners must approve the goods that are delivered on a sales order before the goods can be invoiced. The ownership of the goods changes from the supplier to the sold-to business partner when the goods are approved by the sold-to business partner.

You can automate the processing of sales orders. For each activity that is linked to an order type, you can specify its execution mode: automatic or manual.

For a direct delivery, the sales office receives money from the customer and the purchase office pays the supplier for the goods. As a result, the account books of both financial companies show discrepancies. LN can then automatically generate settlements between a purchase office and a sales office that belong to different financial companies and update the account books.

You can use rate determiners to specify which date is used to determine the exchange rates. Amounts in foreign currencies are converted to the home currency, based on the valid exchange rate.

You can specify sales order templates for recurring sales orders from the same (group of) business partner(s). You can generate sales orders or sales order lines from an order template.

You can specify product catalogs to group items into logical product categories. Catalogs can be structured hierarchically and contain, at the lowest levels, items that can be sold or purchased.

Before you can complete sales procedures, you must specify general sales data, such as data to track order changes and to determine the reason for the changes, the conditions and reasons for automatically blocking a sales order, and order priority simulations.

You can specify additional costs that can be placed on a sales order or shipment to charge extra costs for an order (line) or shipment (line).

A purchase order of one company is linked to a sales order of another company. Therefore, a change in a purchase order can influence the corresponding sales order, and vice versa. You can specify the handling of change order information.

Before you can complete the sales quotation procedure, you must specify the sales quotation master data, which includes competitors, the reasons for acceptance or rejection of quotations, and the sales quotation parameters.

Before you can complete the sales schedule procedure, you must specify the sales schedule master data.

You can automate the processing of sales schedules. For each activity, you specify whether the activity is run automatically or manually.