Sales Orders (tdsls4100m000)

	Sales Orders (tdsls4100m000) Use this session to view, enter, and maintain sales order headers. You can start this session in the details mode by clicking: Details on the appropriate menu of the Sales Orders (tdsls4100m000) overview session. As a result, you can maintain the sales order header data, but you cannot enter a new sales order in the Sales Orders (tdsls4100m000) details session. Sales Order Details on the File menu of the Sales Order (tdsls4100m900) session. As a result, you can maintain the sales order header data, or specify a new sales order in the Sales Orders (tdsls4100m000) details session. When you double-click a record, or click the New button, the Sales Order - Lines (tdsls4100m900) session is started. Note This session can be displayed in different views. When you change the view, LN changes the session's title bar, column sequence, and the number of view fields. If you click Sort by on the View menu, you can choose to sort the sales orders by: Sales order Sold-to BP Sales Office, Sold-to BP Internal Sales Rep, Sold-to BP Customer Order You can maintain sales orders generated from: Sales quotations Sales contracts Electronic data interchange (EDI). You can only modify orders that arrived by means of EDI if the Modifying EDI Orders Allowed field is selected in the Sales Order Parameters (tdsls0100s400) session. Related topics Overview of sales order handling Flexible sales order processing Synchronizing sales order line and delivery lines Rush orders Lean PCS projects Extended integration between Sales and Service for after-sales services Sales Order The number that identifies the sales order. 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. Default value The default value is the order type assigned to the customer defined in the Sold-to Business Partner (tccom4110s000) session. If no order type is assigned to the sold-to business partner, the default is the order type assigned to the user's logon code defined in the Sales User Profiles (tdsls0139m000) session. Note If the warehouse is WMS controlled, and the Collect Orders check box is cleared for the warehouse in the WMS Interface Parameters (whwmd2105m000) session, you cannot enter a collect order type in this field. Related topics Infor Warehouse Management Module parameter settings Order Date The date on which the order is manually specified or is automatically generated. Default value system date 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: Default price and discount agreements Sales order defaults Delivery terms The related ship-to and invoice-to business partner Note This field determines most of the defaults for the other fields in the sales order header. Customer Order The number assigned to the order or contract by the sold-to business partner (for example, the sold-to business partner's purchase contract number). The customer order number can be used to identify a sales contract line. 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. Default value When you enter a sales order, LN retrieves the sales office from the Sales User Profiles (tdsls0139m000) session. This value can be changed. If no sales office is found in the Sales User Profiles (tdsls0139m000) session, LN searches the Sold-to Business Partner (tccom4110s000) session. If no sales office is found in the Sold-to Business Partner (tccom4110s000) session either, no sales office is defined. As a result, LN cannot retrieve a default sales office. Financial Department The department that determines the financial company to which the transaction must be posted and which is responsible for the tax declaration in the tax country of the order. The financial company's home country must be the tax country of the order. The financial department is an accounting office of the financial company. If the financial company of the administrative department has a tax number in the tax country of the order, the financial department is the same department as the administrative department. The financial department enables you to process financial transactions for an order in another financial company than the financial company of the sales office. Note The financial department must have a tax ID in the tax country. This field is only visible if the Use Tax Numbers of other Financial Companies check box is selected in the Tax Parameters (tctax0100m000) session. Default value This field is defaulted from the Sales Office field. This field retrieves the default financial data of its financial company for the sales order. Related topics Tax registration in a foreign country Internal Sales Representative The sales representative of your company who is responsible for contact with the sold-to business partner. Order Amount The total order amount. This is a cumulative value of all the sales order line amounts after discounts are deducted. Currency The currency in which the sales order amounts are expressed. Note If sales order lines are already recorded, you cannot change the currency. Promotions If this check box is selected, a promotion is applied to the sales order. Installments If this check box is selected, the sales order has linked installments. Note LN automatically selects this check box if the Invoicing by Installments field is set to Direct Settlement, Indirect Settlement, or Installment Plan. Related topics Installments Rush Order If this check box is selected, this order is a rush order. Related topics Rush orders Status The status of the sales order. Allowed values Sales Order Header Status Workflow Status The status that is applicable if the business object requires authorization approval using ION Workflow. When you perform a change that requires authorization, a checked-out version is automatically created for the business object. The changes you submit are only effective after approval/check-in. You can also undo your changes, or recall your submitted changes. Checked-out and checked-in objects are displayed in the Checked-out Objects (ttocm9599m000) session. From the appropriate menu of this session, select Workflow and execute the required action for the business object. Allowed values If the business object is checked out, this field displays an Object status. If the business object is checked in, this field displays an Approval status. If a description is specified for the object type in the Workflow Information Fields (ttocm0106m000) session (which is displayed as a tab in the Object Types (ttocm0102m000) session), regardless if the object is checked in or out, this field always displays the value of the appropriate Description field. Note For more information on setting up and using ION Workflow for business objects in LN, refer to the Infor LN Integration Guide for Infor ION Workflows and Monitors at Infor Xtreme. Related topics Document authorization using ION Workflow Sales Acknowledgment The sales acknowledgment code for the sales order header. Change Order Sequence The change order sequence number for the sales order header. Change Reason The change reason code for the sales order header. Change Type The change type for the sales order header. Customer Change Order Sequence The latest change order sequence number received from the customer in the Sales Order - Customer Change Order Sequence Numbers (tdsls4522m000) session. Order Reference The reference to the order number of another application. Additional Field User-defined fields of various field formats that can be added to various sessions, in which users can edit these fields. No functional logic is linked to the contents of these fields. Additional information fields can be linked to database tables. When linked to a table, the fields are displayed in the sessions corresponding to the database tables. For example, a field defined for the whinh200 table is displayed as an extra field in the Warehousing Orders (whinh2100m000) session. The contents of additional fields can be transferred between database tables. For example, the information specified by a user in additional information field A of the Warehousing Orders (whinh2100m000) session is transferred to additional information field A in the Shipments (whinh4130m000) session. For this purpose, additional information fields with identical field formats and field name A must be present for the whinh200 and the whinh430 tables (whinh430 corresponds to the Shipments (whinh4130m000) session). Related topics Additional information fields Additional information fields in Sales Business Partner The business partner from whom you receive payments. This usually represents a customer's accounts payable department. The definition includes the default currency and exchange rate, the customer's bank relation, the type of reminders you send to the business partner, and the frequency of sending reminders. Address The address of the pay-by business partner. Contact The pay-by business partner's contact. Full Name The contact's full name. Payment Terms Agreements about the way in which invoices are paid. The payment terms include: The period within which invoices must be paid. The discount granted if an invoice is paid within a given period The payment terms allow you to calculate: The date on which the payment is due The date on which the discount periods expire The discount amount Default value If this order is a rush order, this field is defaulted from the Rush Payment Terms field in the Sales Order Parameters (tdsls0100s400) session. However, you can change the default value. Related topics Rush orders Late Payment Surcharge The percentage that is charged over the goods amount or over rendered services that the recipient of the invoice must pay if the invoice is not paid within a specified period. Payment Method The method used to create a payment (purchase invoice) or a receipt (sales invoice). The payment method defines details such as: The maximum amount The due date Allowance of foreign currencies and other details which must be printed on the report These are default values that you can change on the order or on the invoice. Letter of Credit Required If this check box is selected, a letter of credit (L/C) must be linked to the current document. Related topics Link and unlink letters of credit Compliance checks for documents linked to letters of credit Export letter of credit procedure Letter of credit Letter of Credit ID The letter of credit (L/C) linked to the current document. Related topics Link and unlink letters of credit Compliance checks for documents linked to letters of credit Export letter of credit procedure Letter of credit Trade Type The trade type of the letter of credit (L/C). Related topics Letter of credit setup Business Partner The business partner to which you send invoices. This usually represents a customer's accounts payable department. The definition includes the default currency and exchange rate, invoicing method and frequency, information about the customer's credit limit, the terms and method of payment, and the related pay-by business partner. The default value in this field is taken from the Sold-to Business Partner (tccom4110s000) session or from the Invoice-to Business Partner (tccom4112s000) session. If no Invoice-to Business Partner is found in the Sold-to Business Partner (tccom4110s000) session, LN searches the Invoice-to Business Partner (tccom4112s000) session. If no Invoice-to Business Partner is is found in the Invoice-to Business Partner (tccom4112s000) session either, no Invoice-to Business Partner is defined, and LN cannot enter a default value. The Invoice-to Business Partner entered in this field is taken as the default value in the Sales Order Lines (tdsls4101m000) session. Address The address of the invoice-to business partner. Contact The invoice-to business partner's contact. Exchange Rate Type A way to group currency exchange rates. You can assign different currency exchange rates to different invoice-to business partners and/or to different types of transactions (purchase, sales, and so on). Related topics Using currency exchange rate types Rate Determiner The method to decide which date is used to determine the exchange rates. During the composing process, all amounts in foreign currencies are converted to the home currency, based on the determined exchange rate. Allowed values Currency Rate Determiner Related topics Rate determiners in Sales Rate/Rate Factor The factor by which an amount in a different currency is multiplied to calculate the amount in the currency base. Rate Factor The factor by which the amount in the transaction currency or the invoice currency is divided before LN converts it to a home currency. A rate factor is often used for currencies that have a relatively low price, for example, Korean Won. Rate/Rate Factor The conversion between the home currency and the currency that is used on the sales order. Invoicing by Installments You can indicate if and how the sales order is invoiced in installments. Allowed values Installment order no/direct/indirect/closed Note Segment accounting is applicable for installments only if this field is set to Installment Plan This field is disabled if the sales order: Is a cost order, a collect order, a consignment order, a return order, or a retrobilled order. Contains lines with a different Sales Type. For header-based installments: Contains lines with a different Tax Code and the Apply Tax to Installments check box is selected in the Sales Order Parameters (tdsls0100s400) session. Contains lines with a different Project and the Link Installments to Projects check box is selected in the Sales Order Parameters (tdsls0100s400) session. Related topics Installments Plan A plan based on which installments are generated for an order. The plan includes configuration data for installments, such as when installments must be invoiced, the type(s) of installment that must be generated and the installment percentages. The installments are generated based on a Prorate method, which means the installment percentages are prorated across all order lines of an order. Because the plan is considered an invoicing plan for an order, the installments are generated, maintained, settled, and corrected in Invoicing. Note You can view the installments based on the installment plan in the Installments (cisli8620m000) session. Default value The Installment Plan in the Invoice-to Business Partners (tccom4512m000) session. Related topics Installments Prorate-based installments Goods Acceptance Date The date all ordered goods are accepted by the customer after delivery and the guarantee invoice can be sent. Note If, in the Sales Order Parameters (tdsls0100s400) session, the Goods Acceptance Date Mandatory for Guarantee Installments check box is selected, you must specify this field before Guarantee installments can be released to Invoicing. Related topics Installments 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: That payments to an invoice-from business partner are subject to withholding tax and social contributions To group business partners who have the same tax aspects for your company, for example, subcontractors, or agents That the tax must be paid in a country other than the sales office or service office's home country Default value This field is defaulted from the Business Partner Tax Classification field of the Invoice-to Business Partner (tccom4112s000) session. Related topics Defining tax exceptions Self-Billing If this check box is selected, self-billing is applicable. In this case, the invoice is created by the sold-to business partner. Related topics Self-billed invoice matching Freight Costs to be Invoiced If this check box is selected, the invoice-to business partner is invoiced for the freight costs you make. Related topics Integration freight invoicing and sales invoicing Invoice Freight Costs Based On A company can invoice freight rates to the invoice-to business partner, based on one of the following: Freight Costs. Freight Costs (Update Allowed). Client Rates. Note The default value of this field is taken from the Invoice for Freight Based On field in the Invoice-to Business Partner (tccom4112s000) session. Related topics Integration freight invoicing and sales invoicing Ship-to Business Partner The business partner to whom you ship the ordered goods. This usually represents a customer's distribution center or warehouse. The definition includes the default warehouse from which you send the goods, the carrier who carries out the transport, and the related sold-to business partner. The default value in this field is taken from the Sold-to Business Partner (tccom4110s000) session or from the Ship-to Business Partner (tccom4111s000) session. If no Ship-to Business Partner is found in the Sold-to Business Partner (tccom4110s000) session, LN searches the Ship-to Business Partner (tccom4111s000) session. If no Ship-to Business Partner is found in the Ship-to Business Partner (tccom4111s000) session either, no Ship-to Business Partner is defined, and LN cannot enter a default value. The Ship-to Business Partner entered in this field is taken as the default value in the Sales Order Lines (tdsls4101m000) session. Address The address of the ship-to business partner. Note If the sales order is of the Consignment Replenishment type, you can zoom to the Warehouses (tcmcs0503m000) session to display all consignment owned warehouses that are linked to the ship-to business partner. After a consignment warehouse is selected and the consignment replenishment sales order is released to Warehousing, LN uses the ship-to address for determining the warehouse that must be replenished and that must be used on the warehouse transfer order. If the ship-to address is a default address, LN checks whether it is linked to a consignment owned warehouse for the ship-to business partner in the Warehouses (tcmcs0503m000) session. If yes, the address is accepted. If not, the address of the first consignment owned warehouse that is linked to the ship-to business partner, is used. Related topics Consignment (owned) inventory Contact The ship-to business partner's contact. Planned Delivery Date The planned date on which the items on the order/schedule line must be delivered. The planned delivery date cannot occur before the order date/schedule generation date. Default value The default value is the Order Date. However, the planned delivery date can deviate from the order date if: You change the planned delivery date manually. You recalculate the planned delivery date with the Calculate button. Planned Receipt Date The planned date for the customer to receive the goods. Default value The default value is the Planned Delivery Date. However, the planned receipt date can deviate from the planned delivery date if: You change the planned receipt date manually. You recalculate the planned receipt date with the Calculate button. Order Confirmation Date The date on which the buy-from business partner confirmed the purchase order, or the date on which the sales order is confirmed to the sold-to business partner. The order confirmation date is used for the calculation of order confirmation objective ratings in vendor rating. The buy-from business partner is given a rating according to the time interval between the order date and the order confirmation date. Note This field can only be filled if the Use Confirmation (Sales) check box is selected in the Implemented Software Components (tccom0500m000) details session. Shipping Constraint The terms and conditions related to the shipment of goods. Default value This field is defaulted as follows: From the Sales Order Types (tdsls0594m000) session. If the Shipping Constraint is Not Applicable in the Sales Order Types (tdsls0594m000) session, from the Sold-to Business Partners (tccom4510m000) session. Allowed values Shipping Constraint 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. Related topics Infor Warehouse Management Module parameter settings Warehouse A place for storing goods. For each warehouse, you can enter address data and data relating to its type. Route The route according to which the sales order is normally delivered. By default, LN retrieves this information from the ship-to business partner data. Carrier/LSP The company responsible for the transportation of goods to the ship-to business partner. Delivery Terms The agreements with the business partner, concerning the way the goods are delivered. Relevant information is printed on various order documents. Default value If this order is a rush order, this field is defaulted from the Rush Delivery Terms field in the Sales Order Parameters (tdsls0100s400) session. However, you can change the default value. Related topics Delivery terms Rush orders Shipment The shipment to which the shipment based additional costs are linked. Note This field is automatically filled and disabled for sales orders with the Shipment origin. You can manually enter a shipment ID for sales cost orders with the Manual origin. Related topics Additional costs - shipment based Point of Title Passage The point at which the legal ownership changes. At this point, the risk passes from the seller to the buyer. Related topics Delivery terms Delivery Note Motive of Transport A reason code that indicates why transportation takes place, for example, Repair, Sales, Transfer, and so on. Related topics Delivery notes Delivery Code A reason code that indicates who is to pay for the transportation of the goods. Related topics Delivery notes Code The code of the sold-to business partner's contact. Phone Your contact's (direct) telephone number. Code The sold-to business partner's address code. Address The sold-to business partner's address. Extended Service Integration If this check box is selected, an extended integration with Service for after-sales services is or can be applicable for the sales order. Note The setting of this check box and the Extended Service Integration check box in the Sales Order Parameters (tdsls0100s400) session are the same. Related topics Extended integration between Sales and Service for after-sales services Line of Business The line of business under which the sold-to business partner is grouped. Area A region used to group business partners, customers, suppliers and employees on a geographical basis. Default value The default area that is assigned to the sold-to business partner is derived from the Sold-to Business Partners (tccom4510m000) session. Order Discount The order discount percentage that is applied to the sales order. Note For cost items and service items, no order header discount is calculated. Default value The default order discount percentage is derived from the Sold-to Business Partners (tccom4510m000) session. Sales Price List List of default prices and discounts for customers and suppliers. You can link price lists to items and item groups, and to sold-to and buy-from business partners. Price List for Direct Delivery The price list for direct delivery. Note If any of the order lines is delivered directly to the ship-to business partner, you can define special price agreements in the Pricing module. BP Prices/Discounts A business partner can be selected as parent. This means that the order discount specified for this business partner is the input for the relevant order. If a parent business partner is defined on an order, LN first searches for the order discount defined for the parent business partner. If an order discount is not specified for the parent or if no parent is specified, LN searches for the order discount that is specified for the business partner on the order. Business Partner Texts A business partner can be selected as 'parent'. This means that the texts that are specified for this business partner are the input for the relevant order. If a parent business partner is defined on an order, LN first searches for texts as defined for the parent business partner. If texts are not specified for the parent or if no parent is specified, LN searches for the texts that are specified for the business partner on the order. Total Promotion Discount The total promotion discount based on all applied promotions. Multiple Promotion Method Indicates the application method of multiple promotions if you select multiple promotions at the sales order header level. Origin The origin of the sales order. Allowed values Origin of Sales Order Reference A The first extra reference by which the order or request for quotation can be identified. This reference is printed on various order documents and lists. Reference B The second extra reference field that you can fill with extra information. This reference is printed on the order documents and lists. Contract A customer-oriented contract, agreed upon by buy-from business partners and sold-to business partners that is used to record specific agreements for specific projects. A special contract can also be a promotional contract. For special contracts, an overlap in effectivity periods is allowed for the same item/business partner combination. After the contract number is entered, the order header data is loaded with the default values in the header of the contract. Specific addresses are also copied. In this way, the contract terms are adopted on the order level, allowing adoption of the contract price and/or contract discount as well. The purpose of this field is to serve as a default for the Contract field of the Sales Order Lines (tdsls4101m000) session. However, the action LN takes depends on the value of the Interactive Contract Linking check box in the Sales Contract Parameters (tdsls0100s300) session. Note The contract must be: Active: The check whether a contract is active or not is performed based on the Sales Price Date Type parameter in the Pricing Parameters (tdpcg0100m000) session. Of the Special Contract type. Project An endeavor with a specific objective to be met within the prescribed time and financial limitation, and that has been assigned for definition or execution. This field serves as a default for the Project field in the Sales Order Lines (tdsls4101m000) session. Related topics Project pegging in Sales Credit Limit The maximum financial risk that you accept or are insured against concerning an invoice-to business partner, or that an invoice-from business partner accepts concerning you. When you create orders, LN continually checks that the total amount of created and invoiced orders does not exceed the credit limit. When you exceed the limit, LN gives a warning message. Available Credit The value of this field is calculated as follows: The value of the Credit Limit field minus the sum of the following fields in the Invoice-to Business Partner Balances (tccom4513m000) session: Order Balance Balance Receivable Composed Invoice Balance Currency The currency in which the Available Credit and the Credit Limit are expressed. Original Document Type The document type that is linked to the original document if the sales order type is a return order. Allowed values Original Document Type Related topics Sales return orders Component handling - component lines Original Document Number The financial company on the invoice where the delivered goods are stored for the return order. Original Document No The transaction type code on the document for the return order. Original Document No The original document number for the return order. Note If the fields in the Returns group box are filled and you click Copy from Original Document on the appropriate menu, dependent on the Original Document Type, a session starts from which you can select the lines of the original document to be copied to the current order. As a result, a link is created between the original order line and the return order line. When a return order is linked to an original Order and you click Copy from Original Document on the appropriate menu, the original sales/issue integration transactions are reversed. When copy from original order is not carried out, fixed transfer price (FTP) is used to create the financial integration transactions for the sales return order. Related topics Sales return orders Component handling - component lines Return Reason The reason why the delivered goods are rejected and returned. Related topics Sales return orders External Sales Representative The sales representative of your company who calls on the sold-to business partner, mainly by visits. Log Order History If this check box is selected, history must be logged for the sales order. Note This field cannot be changed during the life cycle of the sales order. Default value This field is defaulted from the Log Order History parameter in the Sales Order Parameters (tdsls0100s400) session at the moment the sales order is created. If the parameter changes after the sales order creation date, this field is not changed. Log EDI Order History If this check box is selected, history must be logged for the sales order if it is generated through electronic data interchange (EDI). Note This field cannot be changed during the life cycle of the sales order. Default value This field is defaulted from the Log EDI Order History parameter in the Sales Order Parameters (tdsls0100s400) session at the moment the sales order is created. If the parameter changes after the sales order creation date, this field is not changed. Start Logging Order History at The moment the sales order history is logged. Note This field cannot be changed during the life cycle of the sales order. Default value This field is defaulted from the Start Logging Order History at parameter in the Sales Order Parameters (tdsls0100s400) session at the moment the sales order is created. If the parameter changes after the sales order creation date, this field is not changed. Allowed values Start Logging History at Header Text If this check box is selected, header text exists for the sales order. This text is printed on the sales invoice. Footer Text If this check box is selected, footer text exists for the sales order. This text is printed on the sales invoice. Calculate Planned Delivery Date Recalculates the planned delivery date. LN recalculates the planned delivery date as follows: Planned receipt date - transport lead time of the goods. If a route is entered, the recalculation includes the route time. Calculate Planned Receipt Date Recalculates the planned receipt date. LN recalculates the planned receipt date as follows: Planned delivery date + transport lead time of the goods. Copy from Original Document Creates a link between the return order and the original document. Depending on the value of the Original Document Type field, LN starts a specific session from which you can select the lines of the original document to be copied to the current order. When a return order is linked to an original Order and you click Copy from Original Document, the original sales/issue integration transactions are reversed. When copy from original order is not carried out, fixed transfer price (FTP) is used to create the financial integration transactions for the sales return order. Link Letter of Credit Starts the Export Letters of Credit (tcgtc0150m000) session displaying the available letters of credit (L/C). You can link one letter of credit to a document. See Letter of credit and Link and unlink letters of credit. Unlink Letter of Credit Unlinks the letter of credit (L/C) from the current document. See Letter of credit and Link and unlink letters of credit. Letter of Credit Displays the letter of credit (L/C) linked to the current document. See Letter of credit. Details Starts the current session in the details mode. Approve Approves the particular sales order. All Active Orders Displays all active sales orders, which are the orders that are not canceled. All Orders containing Customer Furnished Materials Displays all sales orders with customer furnished materials. These orders have linked sales order lines with the Contains Customer Furnished Material check box selected. All Orders Displays all orders. Incomplete Installment Orders Displays sales orders with open installments. For these sales orders, the item lines are invoiced or canceled, but installment lines must still be invoiced or closed.