The document number that identifies the sales quotation.
Sales Quotation Lines (tdsls1501m000)Use this session to view, specify, and update sales quotation lines. You can start this session:
Quotation The document number that identifies the sales quotation. Quotation Balance The total amount for all quotation lines. Quotation Currency The currency in which the quotation amounts are expressed. Sold-to Business Partner The business partner who orders goods or services from your organization, who owns the configurations you maintain, or for whom you perform a project. Usually a customer's purchase department. The agreement with the sold-to business partner can include:
Note You cannot change this field if quotation lines exist. Credit Limit The sold-to business partner's credit limit. Credit Limit The currency in which the credit limit is expressed. Line You can generate multiple alternatives for one quotation line. The main position is assigned a sequence number of zero. Sequence numbers 1, 2, 3, and so on, represent the alternatives 1, 2, 3, and so on. Note
Item The code of the item that is sold. Note
If the warehouse is WMS controlled:
Item Description The description of the item. Note If you entered an existing item code in the Item field, this field displays the general item description. If the Item field is empty, you can enter a description of the new item in this field. Effectivity Unit A reference number, for example a sales order line or a project deliverable line, that is used to model deviations for a unit effective item. Note
Status The quotation line's status. Allowed values
Note You cannot confirm a line if an alternative line has already been confirmed. Picture The item's picture, which is defaulted from the Picture field in the Items (tcibd0501m000) session. Ordered Quantity The number of items that are delivered to the ship-to business partner. This quantity is expressed in the item's sales unit. Ordered Quantity The unit in which an item is sold. Price The item's unit price, or the calculation part's unit price by sales unit, expressed in the currency entered in the Order Currency field. Note If the item is an effectivity unit, upgrade prices are included in the price. You can define an upgrade price for a specific requirement in the Requirements (tcuef0106m000) session. You can view the upgrade prices for a specific effectivity unit in the Effectivity Unit (tcuef0102m000) session. If the Material Pricing in Sales check box is selected in the Material Price Parameters (tcmpr0100m000) session, this price can include material base prices. Sales Price Unit The unit on which the sales price is based. This unit can differ from the item's inventory unit. Note The price is recorded by unit. If the sales price unit differs from the inventory unit, you must specify the sales price unit in the MCS Parameters (tcmcs0100s000) session. In that session, you specify the factor used to convert the alternative unit (sales price unit) to the inventory unit. The sales price unit and the inventory unit must be the same for cost items or service items. Base Price The price of the goods stored in a warehouse. The base price is independent of the price factor, discounts, the order quantity, and value and is stated in the home currency and inventory unit. Reference 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 unit on which the sales price is based. When you specify an item, LN retrieves the default sales unit for this particular item. This unit can be equal to the inventory unit. Price Stage A categorization of the price based on the phase of the price negotiation process. Using price stages, companies can negotiate the price while continuing the order process with restrictions. The order processing restrictions that apply to the price stage are specified in the linked blocking definition. Example
Default value From the Price Book Lines (tdpcg0131m000) session, if the item price is retrieved from a price book. Price Origin The origin of the price. Allowed values Matrix Definition Defines the group of elements (matrix attributes) that a Pricing matrix uses to determine a price, discount, promotion, or freight rate. Imagine you are a furniture vendor and you decide to maintain your sales prices based on two elements:
In this case, the matrix type is Sales Price, the matrix definition is Furni (this name is user-definable), and the matrix attributes are Item and Payment Method. Note This field can only be filled if LN found an existing price for the sold-to business partner in the price matrix that is displayed in this field. After retrieving existing prices, you can still overwrite the default prices with the returned prices from the sold-to business partner. Price Matrix Sequence The matrix sequence for the price matrix. Note This field is only filled if the Price Origin reads Price Structure. Material Price The sales quotation line's total material price. Note Because a quotation line cannot have material price surcharges, this field shows the total material base price. Line Discount The discount percentage for the quotation line. Discount Amount The discount amount for the price per unit for the quotation line. For example: The unit price is 10, quantity is 20, discount is 1. The net amount = (unit price - discount) * quantity. Multi LevelDiscount If this check box is selected, a multi level discount is applied to the line. Amount The net quotation line amount expressed in the quotation currency. The discount amount is calculated as follows:
(Quantity * Price) - (Quantity * Price * Discount/100)
When calculating this amount, LN uses the conversion factors to convert the sales unit and the price unit to the inventory unit. Example
The price of the item is 4.0 per KG, or 8.0 per EA. If you have a quotation line where 20 boxes of the item are ordered, the calculation is as follows: The sales quantity = 20 * 10 = 200 units. The sales price = 4 / 0.5 = 8.0 per unit. Amount = 200 * 8.0 - 200 * 8.0 * 5/100 = 1520 The order discount is not yet included in this amount. Order Discount % A percentage that applies to the net amount of each order line, if no cost or service item is posted to that order line. The net amount is calculated as follows: Price * Quantity - Line discount Default value LN takes the default value from the order discount assigned to the business partner in the Business Partner (tccom4100s000) session. Order Discount Amount The order discount amount resulting from the multilevel discounts. Item Code System If you use an alternative item code, you must also specify an item code system. Customer Item The customer's item code in the coding system. LN converts this item code to the item code used in your own company. You can specify external and internal item codes in the Item Code System - Items (tcibd0104m000) session. Standard Description If this check box is selected, LN prints quotation line text and sales text below the item's description. Product Variant The product variant for a configurable item. You can select product variants from:
Note
Product Variant Type This field informs you about the type of configurable item on which the product variant is based.
Budget The code of the budget. Note This field can include a budget from Manufacturing or from Project. Manufacturing If the budget code is filled, the quotation is for a calculation part. A calculation part is identified by the combination of a budget code and an item code. You can specify:
If the sales quotation's Sales Office is linked to the same financial company as the budget's calculation office, you can enter any budget in this field. If the sales quotation's Sales Office is linked to another financial company as the budget's calculation office, the value of the COGS and Revenues restricted to Financial Company of PCS Project check box in the Project Control Parameters (tipcs0100m000) session determines whether you can enter the selected budget in this field. Project If a peg is required for the item on the sales quotation line, a budget must be specified in this field. This field is defaulted from the Budget field in the Sales Quotations Overview (tdsls1500m000) session or from the Project field in the Items by Opportunity (tdsmi1113m000) session. Element for Budget The element linked to the budget. Activity for Budget The activity linked to the budget. MakeCustomized If this check box is selected, the item will be customized. Consequently, a budget structure or product structure must be generated for the item in the Generate (Budget PCS) Structure for Sales Quotations (tdsls1201m100) session. If this check box is cleared, based on the setting of the Generate Budget Parts for all Quotations and Generate Budget Parts for Cost/Service Items check boxes in the Generate (Budget PCS) Structure for Sales Quotations (tdsls1201m100) session, you can still link product, purchased, manufactured, cost, or service items as budget parts to a budget. Note
Probability Percentage A percentage associated with a quotation that represents the probability of the business partner accepting the quotation. Acceptance results in the conversion of the quotation into a sales order. Note LN performs a new ATP check to determine whether the quotation quantity exceeds the quantity that is available-to-promise, if:
Quotation Date The sales quotation's creation date. Note This date must be before the planned delivery date. Discount Origin The origin of the discount. Allowed values Discount Code An allowance of deduction granted by the seller to the buyer, usually when the buyer meets certain stipulated conditions that reduce the price of the goods purchased. Three types of discounts exist:
Discount Matrix The matrix definition of the discount matrix, if the Discount Origin is set to Discount Structure. Discount Matrix Sequence For a matrix type, the order in which matrix definitions are searched for. Struct. DiscountPercentage The discount found in a discount schedule. The structure discount percentage is the total of the discounts for which the discount origin is set to Discount Structure, or Price Book Discount Structure. The total structure discount of the line is retrieved by means of a price matrix, or a discount matrix. This is the discount before manual discounts are added or matrix discounts are changed or deleted. Total DiscountPercentage The total discount amount expressed as a percentage of the (gross) quotation amount. This amount is calculated as follows:
Total DiscountAmount / (order quantity * price) * 100%Total DiscountAmount The discount amount resulting from the order line discount. This amount is calculated as follows: Order Line Discount Amount = Quantity * Price * Order Line Discount/100 The calculation result is rounded. The order line discount amount is always expressed in the order/quotation currency. Determining If this check box is selected, this line is included in the order discount calculation. Eligible If this check box is selected, collective order discounts are applied to this line. Direct Delivery If this check box is selected, and the quotation line is converted to a sales order line, the sales order line is handled as a direct delivery. LN automatically selects this check box if the ordered quantity is equal to or greater than the quantity defined in the Direct Delivery from Quantity field in the Items - Sales (tdisa0501m000) session. Note You can only select this check box if the Shipping Constraint field is set to None. Ship-to Business Partner The ship-to business partner to which you will send the goods after the quotation is converted to a sales order. Address The ship-to business partner's address code. You can change this data in the Addresses (tccom4130s000) session. Delivery Point The business partner's delivery point at which you must deliver the items. Contact The ship-to business partner's contact. Full Name The contact's full name. Planned Delivery Date The planned delivery date for the quotation line. Delivery Lead Time The delivery leadtime determines the actual delivery date of the sales order, that is, when a quotation is converted into an order. The delivery leadtime is entered as a number of calendar days. The sales order's delivery date is calculated as follows: Delivery date of order = transfer date + delivery leadtime of quotation Note The transfer date is the date when the sales quotation is transferred to a sales order. If the delivery leadtime is not filled, the delivery date on the new order is filled with the expected delivery date of the quotation. The delivery leadtime in the quotation header serves as default for the quotation lines. Planned Receipt Date An anticipated receipt that corresponds to an open purchase order or open production order. Note
Shipping Constraint The terms and conditions related to the shipment of goods. Allowed values Default value The shipping constraint is defaulted from the Sold-to Business Partner (tccom4110s000) session. Note If the warehouse is WMS controlled, the Ship Line Complete, Ship Order Complete, and Ship Set Complete check boxes in the WMS Interface Parameters (whwmd2105m000) session determine whether you can select the Ship Line Complete, Ship Order Complete, and/or Ship Set Complete value in this field. Delivery Terms The agreements with the business partner, concerning the way the goods are delivered. Relevant information is printed on various order documents. Point of Title Passage The point at which the legal ownership changes. At this point, the risk passes from the seller to the buyer. Gen. FreightOrders If this check box is selected, freight orders can be generated from a sales order (delivery) line. Note You cannot directly generate freight orders from quotations. As a result, in the Sales Quotation Lines (tdsls1501m000) session, you define all freight related data to provide the necessary information when the quotation is converted to a sales order in the Process Sales Quotations (tdsls1200m000) session. Route The route taken for the delivery of goods after the quotation is converted to a sales order. Note
CarrierBinding An option in Freight that prevents the load building engine from overwriting the carrier selected by the user for a given freight order line. Note Select this check box to ensure that the same carrier is used in the freight order as in the sales order. Subject to Trade Compliance If this check box is selected, global trade compliance applies to the line. Note This field is available only if the Export Compliance check box is selected in the Global Trade Compliance Parameters (tcgtc0100m000) session. Carrier/LSP An organization that provides transport services. To use a carrier for load building, freight order clustering, transport cost calculation, and invoicing, you must define the carrier both as a carrier and a buy-from business partner in Common. Note The Header value leading for defaulting Route on Quote Line check box in the Sales Quotation Parameters (tdsls0100s100) session determines how the carrier is retrieved for the sales quotation line. Freight Service Level An entity that expresses the duration of transportation, such as: delivery within twelve hours. A freight service level (optional) is used as follows:
Warehouse The code of the warehouse from which the items are delivered. Note Quotations cannot be entered for warehouses of the following types:
Standard warehouse defaulting logic
Work Center If the sales quotation item is a generic item that needs final assembly, the work center is required on the sales order. Channels A sales or distribution channel used to assign goods to customer groups. You can link channels to sold-to business partners and to items. Channels can be used in connection with available-to-promise (ATP). You can assign a certain ATP volume to a channel. This volume limits the ATP for that channel to a maximum. Inventory Handling This field indicates whether the main item inventory or the BOM components inventory must be issued when the quotation is converted into a sales order. Note If the warehouse is WMS controlled, and the Outbound BOM/List Items check box is cleared for the warehouse in the WMS Interface Parameters (whwmd2105m000) session, this field cannot be set to By Component. Quotation Promising Status A status that informs you about whether a sales quotation line, sales order line, or sales component line can be promised to a customer, or whether inventory checks must still be carried out or insufficient inventory situations must still be resolved for the line. Allowed values Inventory on Hand The item's inventory on hand expressed in the inventory unit. This field is updated on-line when either inventory or material is issued. The inventory on hand is one of the factors determining the economic stock. 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. Inventory on Order The expected quantity to be received by all warehouses expressed in the inventory unit. Inventory Allocated The quantity allocated for production or sales in all warehouses expressed in the inventory unit. Note These allocations are updated on-line from the following modules:
Committed The committed quantity that is promised to be delivered to the sold-to business partner, expressed in the inventory unit. Quotation Allocations The quantity of the item allocated to sales quotations. Tax Tax Classification An attribute of order headers and order lines that you can use to define tax exceptions for the transaction. LN retrieves the default tax classification from the invoice-from and invoice-to business partners. For example, you can use the tax classification to indicate:
Default value This field is defaulted from the sales quotation header. Exempt If this check box is selected, tax exemption applies. Note If the Tax Exempt Level parameter in the Tax Parameters (tctax0100m000) session is set to:
Tax Country The country used for tax purposes. Own Tax Number A number used to identify legal persons or businesses. The tax authorities assign the tax numbers to the registered businesses. Your business partners must provide you with their tax number. Business partners without a tax number are considered to be private persons. Tax Code The tax code that applies to the sales quotation line. Note The tax code that can be entered in this field can only be of the VAT kind. BP Tax Number The business partner's tax ID. Note The business partner's tax ID is date effective. To determine and display the correct tax ID for the business partner, LN uses the planned delivery date. Exempt Certificate The exemption certificate that is assigned to the business partner by the tax authority. Note
Exempt Reason The reason why the sold-to business partner or your own company is exempt from sales tax. Note
Invoice forFreight If this check box is selected, freight costs must be invoiced to the invoice-to business partner. Freight Amount The calculated freight amount, which is retrieved from a carrier rate book or client rate book in Pricing. Note Dependent on the value of the Invoice Freight Costs Based On field in the Sales Quotations Overview (tdsls1500m000) session, LN determines how to retrieve the freight amount. Freight Amount Binding If this check box is selected, the value of the Freight Amount field is binding for Invoicing. This means that the freight amount cannot be modified by Freight. Note If the quotation is converted to a sales order, the freight amount can however be updated in the Sales Order Lines (tdsls4101m000) session. If this check box is cleared, the freight amount can be updated by Freight. Show Calculation Log If this check box is selected, and you click the Freight Amount button, a freight amount calculation log is started. With this log, you can display how the freight invoice amount is calculated or why no amount can be calculated. Header Quote Reference The reference to the quotation number of another application. Line Quote Reference The reference to the quotation line of another application. Sales Order The document number that identifies the sales order. Sales Order The number that identifies the sales order line. Project The code of the project for which the item is required. Note If the sales order line that will be created from this sales quotation line requires a project that differs from the quotation line's Budget, you can specify a project in this field. Element for Project The element linked to the project. Note If the sales order line that will be created from this sales quotation line requires an element that differs from the quotation line's Element for Budget, you can specify an element in this field. Activity for Project The activity linked to the project. Note If the sales order line that will be created from this sales quotation line requires an activity that differs from the quotation line's Activity for Budget, you can specify an activity in this field.
Global Lost Sets the status of all quotation lines to Lost, because the customer has chosen a quotation of another business partner. Global Confirmation Sets the status of all quotation lines to Confirmed, based on the customer's acceptance of the quotation. Global Cancellation Sets the status of all quotation lines to Canceled, based on the customer's rejection of the quotation. Create Alternative Copies a line to an alternative. For example, your customer can order one of two monitors when a computer is ordered. You can create an alternative line for one of the monitors, as follows:
Default Del Date Calculates the default delivery date for the quotation line. Requirements Starts the Effectivity Unit (tcuef0102m000) session, in which you can select requirements to configure the effectivity unit. If the Generate Effectivity Unit during Demand Entry check box is selected in the Unit Effectivity Parameters (tcuef0100s000) session, the default requirements for the effectivity unit’s item, as specified in the Item - Requirements (tcuef0108m000) session, are automatically imported for the effectivity unit. If the Generate Effectivity Unit during Demand Entry check box is cleared, you must manually select requirements in the Effectivity Unit (tcuef0102m000) session. Freight Amount If the Rate and Carrier/LSP Selection at Order Line parameter is set to Interactive in the Freight Rates and Costs Parameters (fmfrc0100m000) session, this command starts the Freight Rates (fmfrc0530m000) session. From this session, you must select a carrier and service level combination based on which the freight amount can be calculated. As a result, LN automatically fills the following fields:
In all other cases, this command just recalculates the freight amount without starting a session. Show Quotation Lines for PCS Project Only displays the sales quotation lines that are linked to the PCS project. This command is only visible if the Sales Quotation Lines (tdsls1501m000) session is started from the Project 360 (tipcs0320m000) session. Show All Displays quotation lines with any status. Quotation Lines to be Confirmed Only displays quotation lines that must still be confirmed. Confirmed Quotation Lines Only displays quotation lines with the status Confirmed. Lost or Canceled Quotation Lines Only displays quotation lines with the status Lost or Canceled.
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