Sales Order Intake Workbench (tdsls4601m200)

Use this session to view the sales order lines that require an internal sales representative's attention and to execute the appropriate actions on the lines. For example, order lines for which specific activities are yet to be executed, or lines with unconfirmed backorder quantities.

Filters

You can use these filters to display the appropriate selection of order lines:

  • General
    By Sales Office, Internal Sales Representative, Sold-to Business Partner, Item, or by a combination of these fields.
  • Lines ready for
    By (next) activity to be executed.
  • Miscellaneous
    By unconfirmed backorders, or linked installments.
Tabs

This session includes these tabs:

 

General
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.

Internal 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.

Sold-to Business Partner

Usually a customer's purchase department, the business partner who orders goods or services from your organization, that owns the configurations you maintain, or for whom you perform a project.

The agreement with the sold-to business partner can include the following:

  • Default price and discount agreements
  • Sales order defaults
  • Delivery terms
  • The related ship-to and invoice-to business partner
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:

  • Cost items (for example, electricity)
  • Service items
  • Subcontracting services
  • List items (menus/options)
Order Lines

The total number of sales order lines that are displayed, based on the General filter.

Lines ready for
Approve

If this check box is selected, order lines that are ready for approval and the count of the lines are displayed.

Click Approve to activate or deactivate this filter.

Print Acknowledgement

If this check box is selected, order lines that are ready for printing an order acknowledgment and the count of the lines are displayed.

Click Print Acknowledgement to activate or deactivate this filter.

Release to Warehousing

If this check box is selected, order lines that are ready for releasing to Warehousing and the count of the lines are displayed.

Click Release to Warehousing to activate or deactivate this filter.

Release to Invoicing

If this check box is selected, order lines that are ready for releasing to Invoicing and the count of the lines are displayed.

Click Release to Invoicing to activate or deactivate this filter.

Generate Purchase Order

If this check box is selected, order lines that are ready for generating a purchase order and the count of the lines are displayed.

Click Generate Purchase Order to activate or deactivate this filter.

Generate Purchase Order Advice

If this check box is selected, order lines that are ready for generating a purchase order advice and the count of the lines are displayed.

Click Generate Purchase Order Advice to activate or deactivate this filter.

Generate (Project) Structure

If this check box is selected, order lines that are ready for generating a project structure or product structure and the count of the lines are displayed.

Click Generate (Project) Structure to activate or deactivate this filter.

Generate Freight Orders

If this check box is selected, order lines that are ready for generating a freight order and the count of the lines are displayed.

Click Generate Freight Orders to activate or deactivate this filter.

Generate Production Order

If this check box is selected, order lines that are ready for generating a production order and the count of the lines are displayed.

Click Generate Production Order to activate or deactivate this filter.

Generate Inventory Commitment

If this check box is selected, order lines that are ready for generating an inventory commitment and the count of the lines are displayed.

Click Generate Inventory Commitment to activate or deactivate this filter.

Calculate Standard Costs by Project (PCS)

If this check box is selected, order lines that are ready for calculating the standard cost of a project and its customized items and the count of the lines are displayed.

Click Calculate Standard Costs by Project (PCS) to activate or deactivate this filter.

Release Manual Activities

If this check box is selected, order lines that are ready for releasing a manual activity and the count of the lines are displayed.

Click Release Manual Activities to activate or deactivate this filter.

Miscellaneous
Confirm Back Orders

If this check box is selected, order lines that have yet to be confirmed backorders and the count of the lines are displayed.

Click Confirm Backorders to activate or deactivate this filter.

Installments

If this check box is selected, order lines that have installments and the count of the lines are displayed.

Click Installments to activate or deactivate this filter.

Related topics

Profitability

The profit percentage for the selected sales order line, displayed in a graph.

The calculation of the profit percentage is based on the value of the Base Price for Gross Profit Calculation parameter in the Sales Order Parameters (tdsls0100s400) session.

Consequently, these formulas are used to calculate the profit percentage:

  • Sales Price
    Profit percentage = 100 * ((net price - standard cost) / net.price)
    
  • Standard Cost
    Profit percentage = 100 * ((net price - standard cost) / standard cost)
    
Note

If the profit percentage is more than zero, a green circle is displayed. If the percentage is zero, the circle is orange. If the percentage is lower than zero, a red circle is displayed.

 

Show All

Clears the filters, so you can make a new selection.