| Sales Orders Intake (tdsls4100m100) Order A unique control number assigned to each new customer order,
usually during order entry. A sales order number is often used by order
promising, master scheduling, cost accounting, invoicing, etc. For some
make-to-order products, a sales order number can also be used as an end item
part number and is considered the control number that is scheduled through the
finishing operations. 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
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 Amount The sales order's total order amount. Status The status of the sales order. 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. 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. 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. 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. 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. Note - Segment accounting is applicable for installments only if
this field is set to Installment Plan
- This field is disabled if the sales order:
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. Goods Acceptance Date The date all ordered goods are accepted by the customer after
delivery and the guarantee invoice can be sent. 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. 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. Freight Costs to be Invoiced If this check box is selected, the invoice-to business
partner is invoiced for the freight costs you make. Internal Sales Representative The sales representative of your company who is responsible for contact with the
sold-to business partner. 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. Pay-by 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. 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. 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. Order Date The date on which the order is manually specified or is
automatically generated. Customer Change Order Sequence 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). 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. 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. Rush Order If this check box is selected, this order is a rush order. 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.
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 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 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. 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. 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. The transaction type code on the document for the return order. 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.
Return Reason The reason why the delivered goods are rejected and
returned. 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. 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. Sold-to Address The sold-to business partner's address code. City The city in which the sold-to business partner is
established. 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. 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. BP 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. 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. Ship-to Address The ship-to business partner's address code. 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. 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.
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 (tccom0100s000) 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.
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. Warehouse A place for storing goods. For each warehouse, you can enter
address data and data relating to its type. 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. Point of Title Passage The point at which the legal ownership changes. At this point,
the risk passes from the seller to the buyer. Motive of Transport A reason code that indicates why transportation takes place,
for example, Repair, Sales, Transfer, and so on. Delivery Code A reason code that indicates who is to pay for the
transportation of the goods. Invoice-to 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. 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. 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. 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). | |