| | Items - Sales by Office (tdisa0181m000)Use this session to view, specify, and
maintain the item sales data for a sales office. Note This session is available only if you use multisite. 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)
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. Use Global Item Sales If this check box is selected, the global item sales
data is used for the sales office. Consequently, changes to the item sales data
at company level are synchronized automatically to the site level. 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. Actual Supply Source The supply source that is valid at the current date and time. Note Most of the time, this field is equal to the Item Type field of the Items (tcibd0501m000) session. However, this field can have a different
value if the supply source is temporarily changed in the Date-Effective Supply Source (tcibd0510m000) session. Subject to Trade Compliance If this check box is selected, global trade compliance applies to the item. Note This field is available only if the Export Compliance check box is selected in the Global Trade Compliance Parameters (tcgtc0100m000) session. Sales Unit The unit in which an item is sold. If you enter an item, LN enters 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
specify the sales unit in the Units by Unit Set (tcmcs0112m000) session. 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. 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. Site The site that is linked to the sales office. Warehouse The warehouse where the
sales item is stored. Shipping Constraint The conditions related to the shipment of goods for this sales
item. Accessories Allowed If this check box is selected, accessories are
defined for this item. 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. Item Sales Text If this check box is selected, item sales text exists. Choose Text Editor to
create, copy, select, or view the text. Sales Currency The currency in which the Sales Price, Material Price and the Suggested Retail Price are expressed for the
combination of the Item and Sales Office. Note - This field is enabled only if the Item Type field is set to
a value other than Equipment and Subcontracted Service.
- Infor LN defaults this value from the Items - Sales Defaults by Sales Office (tdisa0182m000) session. If a value is not
defined in this session, Infor LN defaults the value from the Items - Sales (tdisa0501m000) session.
- If an assembly item is specified, you cannot modify this
value.
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 the 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. Currency The currency in which balances of entities shared by all the
companies of a financial company group are expressed. For example, LN uses the reference
currency for business partner balances. Note - The reference currency is the common base currency of the
companies in a multicompany structure.
- For currency systems other than the standard currency system, the reference currency is a
company's base currency for all calculations with currencies.
Material Price The total material base price for the item, expressed in the reference currency. This total material base price is retrieved as
follows: - The item material content is retrieved from the Item Material Content (tcmpr0120m000) session for the current date.
- For each material, the base price is retrieved from the Materials (tcmpr0110m000) session.
- A material price is calculated using the content quantity
and unit, quantity factor, billable quantity factor, and base price by
material.
- The material prices are converted to the reference currency
and are added together in a total material base price.
Note - This field is visible only if the Material Pricing check box is selected in the Implemented Software Components (tccom0500m000) session and the Material Pricing in Sales check box is selected in
the Material Price Parameters (tcmpr0100m000) session.
- This field is applicable for Purchased, Manufactured, or Product items.
- This field is used for information purposes only.
Sales Price Group A group of items with corresponding price and discount agreements. Note - If you enter an item, LN fills in the sales
price for that particular item.
- You can predefine 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 use the Sales Statistics Group field as a selection criterion in various sessions of the Statistics module.
- You can predefine this statistics group in the Statistical Groups (tcmcs0144m000) session.
Last Sales Price Transaction Date The last date on which the sales price of the item was changed. Suggested Retail Price The sales price that suppliers recommend and that resellers
charge their customers. 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 A set of items that is grouped and then linked to an agreement. Sales Rebate group A set of items that is grouped and then linked to an agreement. Tax Code A code that indentifies the tax rate and which determines how LN calculates and
registers tax amounts. Note This tax code is used 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 either 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 The quantity or percentage the shipped quantity is allowed to
exceed the ordered quantity. LN uses
this field to determine the default value of the Maximum Quantity Tolerance field in the Warehousing Orders (whinh2100m000) session and the Allowed Overdelivery Quantity field in the Outbound Order Lines (whinh2120m000) session. Percentage If the Tolerance Type field is Percentage, you can specify a maximum of 999.99 in this
field. If you release a sales order or sales schedule to Warehousing, the
following occurs: - LN defaults the percentage you specified in this field to the Maximum Quantity Tolerance field of the Warehousing Orders (whinh2100m000) session.
- LN calculates the quantity that is allowed for an over delivery and enters this
quantity in the Allowed Overdelivery Quantity field of the Outbound Order Lines (whinh2120m000) session.
Quantity If the Tolerance Type field is Quantity and a sales order or sales schedule is released
to Warehousing, the
following occurs: - LN sets the value of the Maximum Quantity Tolerance field in the Warehousing Orders (whinh2100m000) session to zero.
- LN defaults the quantity you entered in this field to the Allowed Overdelivery Quantity field of the Outbound Order Lines (whinh2120m000) session.
Note For sales schedules, over deliveries can be specified as
long as the outbound advise is not released in the Outbound Advice (whinh4525m000) session. For sales orders, over deliveries can be specified through
confirmation of the shipment line. Caution! The maximum (percentage) value of the Maximum Quantity Tolerance field in the Warehousing Orders (whinh2100m000) session can never exceed 999.99. Direct Delivery from Quantity The order quantity from which a direct delivery is
preferred. If the order quantity on the sales order line, delivery
line, or the sales quotation line is equal to or greater than the quantity
specified in this field, LN automatically sets the Delivery Type field to Direct Delivery in the Sales Order Lines (tdsls4101m000) session, and the Sales Order Planned Delivery Lines (tdsls4101m100) session, or selects the Direct Delivery check box in the Sales Quotation Lines (tdsls1501m000) session. Item Signal A warning message displayed if you enter or select an item to
which a signal is linked. Item signals can also be used to block the issue
and/or requisition of items. Business-partner signal A warning message displayed if you select a business partner
to whom a signal is linked. Commitment Policy Specify for each item if and when you want to commit the
ordered quantity automatically. Note You can change the commitment policy as long as no
commitments are made for the item in the Inventory Commitments (whinp2100m000) session. Minimum Quantity to Commit The minimum quantity that must be committed in case of a
partial allocation. If both the Minimum Quantity to Commit and the Minimum Rate for Commitment fields have significant values, the quantity to be
committed is checked against both fields. LN uses whichever number
is higher. Example - The value of the Minimum Quantity to Commit field is 5.
- The value of the Minimum Rate for Commitment is 10%.
For an order of 100, the minimum quantity is 5 and the
minimum rate (converted to a quantity) is 10. This results in a minimum
commitment of 10 for a partial allocation. For an order of 20, the minimum
quantity is still 5, but the minimum rate (converted to a quantity) is 2. In
this case, the minimum commitment quantity is 5 for a partial allocation. Minimum Rate for Commitment The minimum rate that must be delivered in case of a partial allocation. If both the Minimum Quantity to Commit and the Minimum Rate for Commitment fields have significant values, the quantity to be
committed is checked against both fields. LN uses whichever number
is higher. Example - The value of the Minimum Quantity to Commit field is 5.
- The value of the Minimum Rate for Commitment is 10%.
For an order of 100, the minimum quantity is 5 and the
minimum rate (converted to a quantity) is 10. This results in a minimum
commitment of 10 for a partial allocation. For an order of 20, the minimum
quantity is still 5, but the minimum rate (converted to a quantity) is 2. In
this case, the minimum commitment quantity is 5 for a partial allocation. Component Handling Specify how components are handled if the sales item is a component. Note This field can be specified only if the Extended Kit Handling Implemented check box is selected
in the Sales Order Parameters (tdsls0100s400) or Sales Offices (tdsls0512m000) 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). | |