Sales Order Types (tdsls0594m000)

Use this session to view, enter, and maintain sales order types.

You can start this session in the details mode by clicking:

  • Details on the appropriate menu of the Sales Order Types (tdsls0594m000) overview session.
  • Sales Order Type Details on the File menu of the Sales Order Type (tdsls0694m000) session.

When you double-click a record, or click the New button, the Sales Order Type (tdsls0694m000) session is started.

 

Sales Order Type

The order type, which determines the sessions that are part of the order procedure and how and in which sequence this procedure is executed.

General Information
Block As of Activity

The procedure step at which a sales order can be blocked. As a result, the order procedure is interrupted.

Note

The only blocking steps that can be used are the following:

  • Print Sales Order Acknowledgements/RMAs (tdsls4401m000)
  • Generate Inventory Commitment (whinp2200m000)
  • Release Sales Orders to Warehousing (tdsls4246m000)
  • Release Sales Orders/Schedules to Invoicing (tdsls4247m000)

Related topics

Warehousing Order Type

The code of the warehousing order type that is linked to the sales order type.

Note

Normally, the warehousing order is of the Issue type. If the order type is defined as a Return Order, the warehousing order is of the Receipt type.

Standard Delivery Terms

The standard delivery terms linked to this sales order type.

Note
  • If you enter a term of delivery in this field, it overrules the standard delivery terms of the sold-to business partner in the Sold-to Business Partner (tccom4110s000) session.
  • The value of this field is defaulted to the sales order if the specific sales order type is used.
Standard Payment Terms

The standard payment terms linked to this sales order type.

Note

The value of this field is defaulted to the sales order if the specific sales order type is used.

Component Handling

Define how components are handled for the sales order type.

Note
  • This field can only be defined if the Extended Kit Handling Implemented check box is selected in the Sales Order Parameters (tdsls0100s400) session.
  • If this field is set to Component Lines, the Change Prices and Discounts of Sales Invoice Lines (tdsls4132m000) session is automatically linked as an optional activity to the order type.
  • If the Collect Order, Cost Order, Retro-Billed, Consignment Invoicing, or Consignment Replenishment check box is selected or the order is a return order, this field is automatically set to Not Applicable.

Allowed values

Component Handling

Shipping Constraint

The conditions related to the shipment of goods for this order type.

Allowed values

Shipping Constraint

Series

A group of first free number series that you can assign to a specific use.

For example, you can assign a number group to:

  • Business partner codes
  • Purchase contracts
  • Sales orders
  • Production orders
  • Service orders
  • Warehousing orders
  • Freight orders

Within a number group you can define multiple series. Each series is identified by the series code. The series numbers that LN generates consist of the series code followed by the first free number in the series. Series codes of the same number group have the same length.

Order Series

The series that you assign to the order type for sales orders.

Note

You must first define the series in the First Free Numbers (tcmcs0150m000) session.

Quotation Series

The series that you assign to the order type for sales quotations.

Note

You must first define the series in the First Free Numbers (tcmcs0150m000) session.

Contract Series

The series that you assign to the order type for sales contracts.

Note

You must first define the series in the First Free Numbers (tcmcs0150m000) session.

Extended Inventory Check

If this check box is selected, an extended check on available inventory is performed for sales order lines and sales order component lines that have this order type.

If this check box is selected, the following are applicable:

  • You must define an Inventory Check Moment for the order type in this session.
  • Sales order lines and sales component lines receive an order promising status based on which delivery of the lines can or cannot be promised to the customer.
  • You cannot approve a sales order before its (component) lines receive the order promising status Accepted.
Note

This check box is visible only if the Extended Inventory Check check box is selected in the Sales Order Parameters (tdsls0100s400) session.

Use Delivery Patterns

Write Planned Inventory Transactions only for Accepted Lines

Inventory Check Moment

Define when the inventory is checked for the order type.

Note

This field can be defined only if the Extended Inventory Check check box is selected.

Allowed values

Inventory Check Moment

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Extended inventory check.

CTP Check for Sales

If this check box is selected, based on the planning data, LN automatically carries out a capable-to-promise (CTP) check for sales orders and sales quotations.

If this check box is cleared, LN does not carry out any CTP check, regardless of the values of CTP-related parameters in the Items - Planning (cprpd1100m000) session.

Note

This field is defaulted from the CTP Check for Sales parameter in the Planning Parameters (cprpd0100m000) session. You cannot change its value in the current session.

Automatic Inventory Shortage Handling
Allow Purchase Orders

If this check box is selected, a (supply) purchase order can be generated from a sales order.

If you select this check box, one of the following activities can be linked to the order type in the Sales Order Type - Activities (tdsls0560m000) session:

Note

You cannot generate a purchase order from a sales order if the following is applicable:

  • The sales order type is collect order.
  • The sales order type is retrobilled.
  • The Consignment Invoicing check box is selected.

If the order type is in use by sales orders, you can only select this check box. You cannot clear this check box.

Allow Production Orders

If this check box is selected, a production order can be generated from a sales order.

If you select this check box, the Generate Production Orders (tdsls4243m000) session is added as an activity to the Sales Order Type - Activities (tdsls0560m000) session.

Note

You cannot generate a production order from a sales order if the following is applicable:

  • The sales order type is collect order.
  • The sales order type is retrobilled.
  • The Consignment Invoicing check box is selected.
  • The Cost Order check box is selected.

If the order type is in use by sales orders, you can only select this check box. You cannot clear this check box.

Non-generic/Planned Item Option

If the Automatic Inventory Shortage Handling check box is selected in the Sales User Profiles (tdsls0139m000) session, define the automatic action for LN to take when an inventory shortage appears for this combination of order type and non-generic/planned item.

Non-generic/Not Planned Item Option

If the Automatic Inventory Shortage Handling check box is selected in the Sales User Profiles (tdsls0139m000) session, define the automatic action for LN to take when an inventory shortage appears for this combination of order type and non-generic/not planned item.

Generic/Planned Item Option

If the Automatic Inventory Shortage Handling check box is selected in the Sales User Profiles (tdsls0139m000) session, define the automatic action for LN to take when an inventory shortage appears for this combination of order type and generic/planned item.

Generic/Not Planned Item Option

If the Automatic Inventory Shortage Handling check box is selected in the Sales User Profiles (tdsls0139m000) session, define the automatic action for LN to take when an inventory shortage appears for this combination of order type and generic/not planned item.

Kind of Order
Return Order

If you define the order type as a return order, all sales orders for this order type are return orders.

  • Return Inventory
    An order type that is used for returning inventory.
  • Return Rejects
    An order type that is used for returning rejects, which applies if you reject goods that are delivered on a sales order. You can only select this value if the Customer Approval check box is selected in the Implemented Software Components (tccom0100s000) session. See also: Customer approval.
Note
  • If the order type is a return order, the Allow Purchase Orders, Allow Production Orders, Update Demand Sales, and the Update Lost Sales check boxes are enabled in the Order Entry group box.
  • If the order type is set to Return Rejects, you cannot select the Collect Order, Cost Order, Consignment Invoicing, and Consignment Replenishment check boxes.
  • Sales orders of the Return Rejects order type are always generated automatically. You cannot insert them manually.

Related topics

Collect Order

If this check box is selected, all sales orders for this order type are collect orders.

Note
  • The activities that are linked to the collect order in the Sales Order Type - Activities (tdsls0560m000) session all have the Automatic check box selected. As a result, manual activities are not allowed for collect orders.
  • If this check box is selected, the Allow Purchase Orders and Allow Production Orders check boxes are disabled in the Order Entry group box.
Cost Order

If this check box is selected, all sales orders for this order type are cost orders.

Note

If this check box is selected, only the following check boxes are enabled in the Order Entry group box:

  • Credit Check
  • Gross Margin Control
  • Allow Purchase Orders
Retro-Billed

If this check box is selected, all sales orders for this order type are retrobilled sales orders.

Related topics

Consignment Invoicing

If this check box is selected, sales orders for this order type are used for invoicing consigned inventory that is consumed.

Note

If this check box is selected, only the Credit Check check box and the Gross Margin Control check box in the Order Entry group box are enabled.

Consignment Replenishment

If this check box is selected, and the sales order is released to Warehousing, a warehousing order of the Transfer type is created. Goods are stored at a business partner's location, and payment is not received until the goods are used or sold.

Order Entry
Credit Check

If this check box is selected, the sold-to business partner's credit limit is checked.

Note

If this check box is selected, only the Collect Order, Cost Order, and Consignment Invoicing check boxes are enabled in the Kind of Order group box.

Related topics

Gross Margin Control

If this check box is selected, gross margin control is performed on the order.

Note

If this check box is selected, only the Collect Order, Cost Order and Consignment Invoicing check boxes are enabled in the Kind of Order group box.

Note
Update Demand Sales

If this check box is selected, LN updates demand figures in Warehousing following a change in the sales order (line).

Note

If this check box is selected, only the Return Order check box and the Collect Order check box are enabled in the Kind of Order group box.

Update Lost Sales

If this check box is selected, LN records the lost sales in the defined period. The lost sales are updated when an order line is canceled or deleted.

Note

If this check box is selected, only the Return Order field and the Collect Order check box in the Kind of Order group box are enabled.

Manual Activities Awaiting Delivery

Use this field to define whether or not manual activities can be executed for the order type at the moment the ordered goods are still to be expected and Sales does not control the delivery of the goods.

Note

This check box is applicable for manual activities that must be executed after the Release Sales Orders to Warehousing (tdsls4246m000)/ Sales Deliveries (tdsls4101m200) and before the Release Sales Orders/Schedules to Invoicing (tdsls4247m000) activities.

If this check box is selected, and Sales Control awaits delivery of the goods from, for example, Warehousing or Purchase Control, you cannot execute the effective Manual Activity before the goods are actually delivered.

The following apply to the manual activity if the goods are not delivered yet:

  • Sales Order Lines Monitor (tdsls4510m100)
    If this check box is selected, the Description linked to the manual activity as displayed in the Ready for field, reads Awaiting Delivery.
  • If this check box is cleared, the manual activity as displayed in the Ready for field, is also displayed in the Description field.
  • Sales Order Line Status (tdsls4534s000)
    If this check box is selected, and you click the Execute button for the manual activity in the Sales Order Line Status (tdsls4534s000) session, LN displays a message that you must await delivery before you can execute the manual activity.
  • If this check box is cleared, and you click the Execute button for the manual activity in the Sales Order Line Status (tdsls4534s000) session, the manual activity is executed.
Effectivity
Effective Date

The sales order type's effective date.

Expiry Date

The sales order type's expiry date.

 

Details

Starts the Sales Order Types (tdsls0594m000) details session.

Activities

Starts the Sales Order Type - Activities (tdsls0560m000) session in which you can view, enter, and maintain the activities that are linked to the order type.