Sales Order Lines (tdsls4101m000)Use this session to specify and maintain sales order lines. Planned deliveries for a sales order line can be specified in the Sales Order Line (tdsls4101m900) session. Delivery lines can be created when deliveries for the sales order line:
Note
Order Line 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. Order Amount The total order amount. This is a cumulative value of all the sales order line amounts after discounts are deducted. Example
Picture The item's picture, which is defaulted from the Picture field in the Items (tcibd0501m000) session. 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:
Tax Amount The sales order's total VAT amount, expressed in the order currency. Note Click Calculate to calculate the tax amount for the sales order. This amount is not saved. Order Balance The sum of the Order Balance, the Composed Invoice Balance, and the Balance Receivable of the selected invoice-to business partner in the current financial company. Currency The currency in which the order balance is expressed. Sales Representative An employee of your company who maintains contact with the sold-to business partner. The employee number of the sales representative is also used as a sorting criterion in the sales statistics. 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. Currency The currency in which the credit limit is expressed. Pos The number used to identify the position of the order line on the sales or purchase order. Line Type This field is set to Total Line when the sales order line is split into several sequences (delivery lines). The totaled quantities and amounts are visible on this line. Premium If this check box is selected, a premium is linked to the sales order line. Linked Information If this check box is selected, at least one order is linked to the sales order line. To view the linked order(s), on the appropriate menu, click Linked Information, which starts the Linked Order Line Data (tdsls4102s200) session. Position The number used to identify in detail the position number of a sales order (delivery) line or a purchase order line (detail). Back Order Quantity If this check box is selected, this line is a backorder line. Item Item Item Code System An external, alternate way of coding items. Coding systems can be general standard systems (such as EAN) or systems that are dependent on a specific business partner. 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. Item The code of the item that is sold. Note
Note If the warehouse is WMS controlled:
Standard Description If this check box is selected, the standard item description is printed on the order line. If an order line text is also present, the standard item description precedes the printout of the order line text. If this check box is cleared, only the order line text, if present, is printed on the order line. Engineering Item Revision The revision of the engineering item. 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
Delivery Type The delivery type of the sales order line. Allowed values Note If the warehouse is WMS controlled, and the Cross-docking check box is cleared for the warehouse in the WMS Interface Parameters (whwmd2105m000) session, you cannot generate cross-docking orders. As a result, you cannot set this field to Cross-docking. Contains Customer Furnished Material If this check box is selected, the order line contains customer furnished materials. Note
Site The code of the site. Site Description The description or name of the code. Warehouse The warehouse from which the goods are shipped. Standard warehouse defaulting logic
List Group The list group that is linked to the sold-to business partner and that is used to find the list item components when you sell a list item to the sold-to business partner. Note If the Allow Alternative List Groups check box is selected in the Sold-to Business Partner (tccom4110s000) session, during sales order line entry, you cannot only select list items from the list group that is linked to the sold-to business partner in the List Group field of the Sold-to Business Partner (tccom4110s000) session, but also from other list groups. 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.
Project The code of the project for which the item is required. Note This field can include a project from Manufacturing or from Project. Manufacturing
Element The element linked to the project. Activity The activity linked to the project. Specification If this check box is selected, a specification is linked to the sales order line. Make Customized If this check box is selected, the item will be customized. Consequently, a project structure or product structure must be generated in the Generate (Project PCS) Structure for Sales Orders (tdsls4244m000) session. If this check box is cleared, based on the setting of the Generate Project (PCS) Parts for all orders and Generate Project (PCS) Parts for Cost/Service Items check boxes in the Generate (Project PCS) Structure for Sales Orders (tdsls4244m000) session, you can still link product, purchased, manufactured, cost, or service items as project parts to a project. Note
Ordered Quantity The quantity of items ordered by the sold-to business partner, expressed in the sales unit. Note This field is filled with the value of the:
Sales Unit The unit in which an item is sold. Hold Back Quantity The manually entered part of the ordered quantity that is kept from being released when the sales order line is released to Warehousing. This quantity is expressed in the sales unit. This field enables you to:
Note If this field is filled, no deliveries are executed yet for the sales order line. If a delivery is made and the backorder is confirmed in the Maintain and Confirm Backorders (tdsls4125m000) session, LN empties the current field and fills the Back Order Quantity field. Amount The net order line amount, expressed in the transaction currency. This amount is calculated as follows: Amount = (Quantity * Price) - Order Line Discount Miscellaneous Blocked If this check box is selected, the order line is blocked. Canceled If this check box is selected, the sales order line is canceled. The order line can only be canceled if the following applies: You can cancel sales order lines through the Cancel Sales Orders (tdsls4201s300) or Process BOM changes to Sales Order (tdsls4263m000) sessions. Rush Order Line If this check box is selected, the order line is a rush order line. Default value This field is defaulted from the Rush Order field of the Sales Orders (tdsls4100m000) session. However, you can change the settings of the line. You can, for instance, define one line of an order as a rush order line. Additional Cost Line If this check box is selected, the order line is an additional cost line. 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. Text If this check box is selected, a text is present. Modified If this check box is selected, the sales order line is modified after approval. If component lines are linked to the sales order line that have the Modified check box selected in the Sales Order Line Components (tdsls4163m000) session, this check box is automatically selected. Changes to sales order (component) lines can be processed as follows:
Note When changes are processed, the surplus is updated for the sales order line. Deliveries If this check box is selected, the order line is split into multiple delivery lines. If you click Planned Deliveries, you can view the various delivery lines. Delivery lines are used to divide orders for large quantities into several deliveries without the need to generate separate orders for each delivery. Quantity Unit Binding If this check box is selected, the quantity unit is binding. You cannot ship these goods in a packing unit other than the unit that belongs to the quantity unit. Note LN checks whether the ordered quantity does not lead to problems when shipping the goods. Example
In the Items - Sales Business Partner (tdisa0510m000) session:
As a result, at the most you can ship 11 pallets, which equals to a total of 110 boxes. If you want to ship 12 pallets, the tolerance of 15% is exceeded and you are not allowed to ship the goods. Note If the warehouse is WMS controlled, and the Unit is Binding check box is cleared for the warehouse in the WMS Interface Parameters (whwmd2105m000) session, by default this check box is cleared and disabled. Selling Price Details Order Date The date on which the order is manually specified or is automatically generated. Default value This field is defaulted from the sales order header. Price The unit price of the sales order line expressed in the sales order header currency. 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 prices. / The unit on which the price for the item is based. Note The price can be based on a unit that differs from the inventory unit of the item. Currency A generally accepted medium of exchange such as coins, treasury notes, and banknotes. The following currency types are available in LN:
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 enter an item, LN fills in 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 The following search logic is used to default the price stage:
Price Origin The origin of the price. Allowed values Default Price Book The default price book's origin on which calculation of the price is based. Allowed values Price Matrix The matrix definition of the price matrix, if the Price Origin is set to Price Structure. Price Matrix Priority For a matrix type, the order in which matrix definitions are searched for. Contract Sales contracts are used to register agreements about the delivery of goods with a sold-to business partner . A contract is comprised of the following:
You can click:
Contract Position Number The number of the sales contract line. Contract Sales Office The sales office that is responsible for the sales contract. Contract Ignored If this check box is selected, a valid contract is present, but it is not linked to the order line. This check box is selected if one of the following is applicable:
Note If a contract is automatically unlinked due to field updates, this check box is cleared. Material Price The sales order line's total material price. Price excluding Material Price Surcharges The sales order line's initial price. Material Price Surcharges The total of all material price surcharges for the sales order line. All Materials have Actual Prices If this check box is selected, for all materials that are linked to the sales order line, material actual prices are available. Discount Multi Level Discount If this check box is selected, a multi-level discount is applied to the sales order line. Discount % The discount percentage that applies to the sales order line. Discount Amount The discount amount for the price per unit for the sales order line. Discount Origin The origin of the discount. Allowed values Discount Code A method to indicate the reason a discount is granted. For example, you can grant a discount because the customer orders large quantities. If you grant a discount or if you add a surcharge to a sales invoice, you can enter a discount code to indicate the reason. Surcharges and discounts can be the result of the following:
Discount Matrix The matrix definition of the discount matrix, if the Discount Origin is set to Discount Structure. Discount Matrix Priority For a matrix type, the order in which matrix definitions are searched for. Structure Discount % 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. Line Discount % The total discount amount expressed as a percentage of the (gross) order amount. The Line Discount % is calculated as follows:
Line Discount Amount / (order quantity * price) * 100%Line Discount Amount 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. Note The order line discount used in this formula, is the total of the level of discounts entered in the Line Discounts (tdpcg0200m200) session. Determining If this check box is selected, the selected sales order line is taken into account when the total order value is calculated when applying total order discounts to orders. Eligible If this check box is selected, the calculated order discount percentage is applied to the selected sales order line. Promotion Details Total Promotion Discount The total promotion discount based on all applied promotions for the line. Originating Position The position number of the original sales order line. Multiple Promotion Method The application method of multiple promotions if you select multiple promotions at the sales line level. Allowed values Applied Promotions If this check box is selected, a promotion is applied to the sales order line. Eligible Promotions If this check box is selected, an eligible promotion is available for the sales order line. 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:
Shipping Shipping 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 Site The site to which the items are shipped. Ship-to Warehouse The warehouse to which the items are shipped. Note
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. Delivery Point The business partner's delivery point at which you must deliver the items. Contact Full Name The contact's full name. 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 sales order header's Planned Delivery Date. However, the sales order line's planned delivery date can deviate from the sales order header's planned delivery date, if:
Note
Planned Receipt Date The planned date for the customer to receive the goods. Note
Customs Value The tax that is levied on an export article's value. The customs value is used during the customs check. If this field is filled, the customs value no longer needs to be calculated when passing the customs, which saves time and transport costs. For direct deliveries, the customs value is passed on to the purchase order from the sales order. For more information, refer to Direct delivery. Note The customs value only applies if the goods are delivered by Warehousing. If this field is filled and you release the sales order to Warehousing, the customs value is defaulted to Warehousing. Default value This field is defaulted with the item's sales price. If the sales price is zero, the cost of goods sold (COGS) is displayed by default. The default customs value is calculated as follows: Price - order line discounts - order header discount You can manually change the default value. For example, you can change the customs value if:
Order Priority This field indicates the priority for the allocation of a sales order line. Shipping Constraint The conditions related to the shipment of goods. Allowed values 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. Conformance Reporting The conformance reporting code linked to the item. Default value The conformance reporting code is defaulted as follows:
Delivery Terms The agreements with the business partner, concerning the way the goods are delivered. Relevant information is printed on various order documents. Note This field is defaulted from the sales order header. However, if this order line is a rush order line, the following applies:
You can always 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. Shipment The shipment identification number is allocated to each delivery when Warehousing reports the delivered quantities on the sales order line. Shipment Line The number of the shipment line that is linked to the sales order line. Extra Intrastat Info Statistical import/export data that is not available as standard information in LN, but which is required on the sales listing or the Intrastat declaration by some of the EU member states. You can add up to 15 data fields to the Intrastat statistical data by defining them as extra Intrastat information set. You can assign the extra Intrastat information sets to warehouse order lines. Freight Generate Freight Order from Sales If this check box is selected, a freight order can be generated from the sales order line. Route The route according to which the sales order line is normally delivered. Note The Header value leading for defaulting route on order line check box in the Sales Order Parameters (tdsls0100s400) session determines how the route is retrieved for the sales order line. Carrier/LSP An organization that provides transport services. You can link a default carrier to both ship-to and ship-from business partners. In addition, you can print sales and purchase orders on a packing list, sorted by carrier. For ordering and invoicing, you must define a carrier as a business partner. Note The Header value leading for defaulting carrier on order line check box in the Sales Order Parameters (tdsls0100s400) session determines how the carrier is retrieved for the sales order line. Carrier Binding An option in Freight that prevents the load building engine from overwriting the carrier selected by the user for a given freight order 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:
Enter a service level to ensure that the same service level is used in the freight order as in the sales order. Warehouse Warehouse Work Center The item's work center, used for direct transfer of inventory. 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. Release Date The planned date to release the order to Warehousing. To be able to deliver at the planned delivery date, LN calculates the planned release date as follows: Planned Delivery Date - outbound lead time Inventory Handling This field indicates whether a complete item or its components are delivered. Note If the CTP Check for Sales check box is selected in the Planning Parameters (cprpd0100m000) session, and the sales order line is set to By Component, the ATP is checked for all components when the available-to-promise is checked for the sales order line. If one of the components has insufficient ATP, you cannot save the sales order line. Default value
Note This field cannot have the value By Component, if:
Component Handling Define how components are handled for the sales order line. Note
Default value This field is defaulted as follows:
Allowed values Terminated If this check box is selected, the sales order line is terminated. As a result, the processing of the remaining components of a partially delivered sales order line is terminated. The order line can only be terminated if the following apply: You can terminate sales order lines through the Terminate Sales Order Line (tdsls4201s400) or Process BOM changes to Sales Order (tdsls4263m000) sessions. Note As long as you can cancel an order line, you cannot terminate it. Lot Selection You can select special conditions for the delivery of lot items. Allowed values Note If the warehouse is WMS controlled, the Lot Selection Same and Lot Selection Specific check boxes in the WMS Interface Parameters (whwmd2105m000) session determine whether you can select the Same and/or Specific value in this field. Lot A number of items produced and stored together that are identified by a (lot) code. Lots identify goods. If the Lot Selection field is set to Specific, you can select a lot from one of the following sessions: Note
Serial Number Selection This field determines how serial numbers are selected (if applicable). Item serialization is defined in the Items (tcibd0501m000) session. Allowed values Serial Number The serial number for the item that will be sold. You can manually enter a serial number if the Serial Number Selection field is set to Specific and the order line's quantity is one. Note If the Ordered Quantity for the serialized item is more than one in the Sales Order Lines (tdsls4101m000) session, and the item is kept in inventory, LN generates a separate sales order delivery line for each serial number in the Sales Order Planned Delivery Lines (tdsls4101m100) session after the shipment is confirmed in Warehousing, or after an advance shipment notice is received in case of a direct delivery order. Each serial number is linked to a separate lot and serial set in the Lot and Serial Set (tcibd4111m000) session. You can view the lot and serial set to which the serial number is linked by clicking the Lot and Serial Set button in the Sales Order Actual Delivery Lines (tdsls4106m000) session. If the serialized item is not kept in inventory, LN does not store the serial number(s) on the sales order line or the delivery lines, but in a lot and serial set in the Lot and Serial Set (tcibd4111m000) session. This lot and serial set contains multiple lots and/or serials. You can view the serial set that is linked to the order line and the serials that are linked to the serial set by clicking the Lot and Serial Set button in the Sales Order Actual Delivery Lines (tdsls4106m000) session. Supplying Company The supplying company where the item is available. Ship-from Warehouse The warehouse where the item is available. The ship-from warehouse is transferred to Purchase Control if a purchase order is generated. Order 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 Delivery Note 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. Confirmations Quantities Required Quantity The quantity of items that is required by the sold-to business partner. Required Quantity Unit The unit in which the Required Quantity is expressed. Required Quantity The quantity of items that is required by the sold-to business partner, expressed in the inventory unit. Confirmed Quantity The ordered quantity that is confirmed to the customer. Note This field can only be filled if the Use Confirmation (Sales) check box is selected in the Implemented Software Components (tccom0100s000) session. Confirmed Quantity Unit The unit in which the Confirmed Quantity is expressed. Confirmed Quantity The ordered quantity that is confirmed to the customer, expressed in the inventory unit. Note This field can only be filled if the Use Confirmation (Sales) check box is selected in the Implemented Software Components (tccom0100s000) session. Minimum Required Quantity The ordered quantity that is at least required by the planner. This field is used for information purposes only. Note This field can only be filled if the Use Confirmation (Sales) check box is selected in the Implemented Software Components (tccom0100s000) session. Minimum Required Quantity Unit The unit in which the Minimum Required Quantity is expressed. Minimum Required Quantity The ordered quantity that is at least required by the planner, expressed in the inventory unit. This field is used for information purposes only. Note This field can only be filled if the Use Confirmation (Sales) check box is selected in the Implemented Software Components (tccom0100s000) session. Dates Required Receipt Date The required date for the sold-to business partner to receive the goods. Minimum Required Receipt Date The receipt date that is at least required by the planner. This field is used for information purposes only. Confirmed Receipt Date The receipt date for the items, which is confirmed by the buy-from business partner or confirmed to the sold-to business partner. This date is used for several purposes:
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. Inventory Main Item - Warehouse Inventory Inventory on Hand The physical quantity of goods in one or more warehouses (including the inventory on hold). Default value This field is defaulted from the Total field of the Company - Item Inventory (whwmd4100m100) session. Inventory on Order The planned receipts. The inventory has been received and the inbound advice is generated. However, the advice is not yet released. This quantity is included in the economic stock. Default value This field is defaulted from the Inventory on Order field of the Company - Item Inventory (whwmd4100m100) session. Inventory Allocated Inventory throughout all warehouses that is allocated to outbound order lines. After the inventory is shipped, that is, has left the warehouse, the allocation is deleted. Also referred to as standard allocation or soft allocation. See also inventory location allocation. See also location allocation Default value This field is defaulted from the Allocated field of the Company - Item Inventory (whwmd4100m100) session. Committed A quantity of goods that is blocked. On-hold inventory can arise when the location, the lot, the zone, or the stock point is blocked. You can block inventory for various reasons, for example, for inspection or cycle-counting. If a location has been blocked for all transactions, the blocked quantity is equal to the inventory on hand. You cannot partially block the inventory at a location. Default value This field is defaulted from the Committed field of the Company - Item Inventory (whwmd4100m100) session. Order Line Quantity Committed Quantity The committed quantity that is promised to be delivered to the sold-to business partner, expressed in the sales unit. Delivered Quantity The cumulative delivered quantity for the order line. Back Order Quantity The sales order line's backorder quantity, expressed in the sales unit. Note This field holds the result of the Ordered Quantity minus the Delivered Quantity. Ordered Quantity The quantity of items ordered by the sold-to business partner, expressed in the inventory unit. Note This field is filled with the value of the:
Committed Quantity The committed quantity that is promised to be delivered to the sold-to business partner, expressed in the inventory unit. Delivered Quantity The cumulative delivered quantity for the order line. Back Order Quantity The sales order line's backorder quantity, expressed in the inventory unit. Hold Back Quantity The manually entered part of the ordered quantity that is kept from being released when the sales order line is released to Warehousing, expressed in the inventory unit. This field enables you to:
Note If this field is filled, no deliveries are executed yet for the sales order line. If a delivery is made and the backorder is confirmed in the Maintain and Confirm Backorders (tdsls4125m000) session, LN empties the current field and fills the Back Order Quantity field. Invoicing Invoicing Invoice A company that is used for posting financial data in Financials. You can link one or more enterprise units from multiple logistic companies to one financial company. Invoice A user-defined three-position code used to identify documents. The series linked to the transaction type give documents the sequence number. Invoice The identification of an invoice, which consists of the transaction-type code and the first free number in the series used for invoices for the order type. Amount Delivered Amount = Delivered Quantity * (Price - Discount Amount per Order Line). Installments If this check box is selected, this line has linked installments. Sales Type A sales order property that allows you to identify the kind of sale made and the kind of receivable. This property is used to post the sales to the correct Accounts Receivable account when the invoice is created. To post a sales invoice, LN retrieves the control account from the sales type linked to the sales order line, project contract, and so on. Note A control account is defined for every sales type. When sales invoices are posted, LN retrieves the sales type to determine the control account that must be used for posting. Payment Terms Agreements about the way in which invoices are paid. The payment terms include:
The payment terms allow you to calculate:
Default value The following defaulting logic applies:
Link to Monthly Billing Invoicing A schedule for the generation of monthly billing invoices. For example, you can define a closing method to generate two monthly billing invoices each month: one on the 15th day of the month and one at the end of the month. Payment Use this field to define the payment between the sales office, which issues the sales order, and the customer. Note
Default value This field is defaulted from the Order Terms and Conditions (tctrm1130m000) session. Allowed values Self-Billing If this check box is selected, self-billing is applicable to the sales order line. In this case, the invoice is created by the sold-to business partner. Return Ownership Use this field to define the ownership of the goods if goods must be returned. Based on the sales order's Payment field, the owner can be the company, the supplier, or the customer. With this Return Ownership field, Warehousing determines which inventory must be returned. Allowed values Freight Invoice for Freight If this check box is selected, freight costs must be invoiced to the invoice-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:
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. 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 You can still update the freight amount in the current session. If this check box is cleared, the freight amount can be updated by Freight. 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 Orders (tdsls4100m000) session, LN determines how to retrieve the freight amount. 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. Paying 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 order 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. Tax Code The tax code that applies to the sales order line. Note The tax code that can be entered in this field can only be of the VAT kind. 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. BP Tax ID 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 first uses the planned delivery date and next the actual delivery date. Exempt Reason The reason code that indicates why a sold-to business partner can be exempt from tax for a certain transaction and jurisdiction. Note
Exempt Certificate The exemption certificate that is assigned to the business partner by the tax authority. Note
Letter of Credit Letter of Credit Required If this check box is selected, a letter of credit (L/C) must be linked to the current document. Letter of Credit ID The letter of credit (L/C) linked to the current document. Trade Type The trade type of the letter of credit (L/C). Reference Customer Customer Order The number the sold-to business partner assigned to the order. Customer Order Position The position number the sold-to business partner assigned to the order line. Customer Order Sequence The sequence number the sold-to business partner assigned to the order line. Changes Sales Acknowledgment The sales acknowledgment code for the sales order header. Change Order Sequence The change order sequence number for the sales order line. Change Reason Lines The reason that can be assigned to a changed purchase document (line) or sales document (line). Default value This field is defaulted from one of the following fields in the Sales Order Parameters (tdsls0100s400) session: Note If required, you can overwrite the default change reason code. Change Type Lines The indicator of the type of change of a changed purchase document (line) or sales document (line). Default value This field is defaulted from one of the following fields in the Sales Order Parameters (tdsls0100s400) session: Note If required, you can overwrite the default change type code. Reference Order Reference The reference to the order number of another application. Order Line Reference The reference to the order line number of another application. Subcontracting Reference A reference that is sent by the manufacturer to the subcontractor to enable the subcontractor to link the subcontracting purchase order to the supplied materials. The subcontractor stores the subcontracting reference in its specification as allocated to reference. Note This field is filled with the subcontracted purchase order/position/sequence number. Specification Sold-to Business Partner The supply that fills this demand must have been allocated or hard pegged to the sold-to business partner displayed in this field. LN uses this characteristic to find a matching supply for this demand. Ship-to Business Partner The supply that fills this demand must have been allocated or hard pegged to the ship-to business partner displayed in this field. LN uses this characteristic to find a matching supply for this demand. Business Object Type The supply that fills this demand must have been allocated or hard pegged to the type of order displayed in this field. LN uses this characteristic to find a matching supply for this demand. Note The following fields are always used in combination; together, they identify the relevant order or order line:
Allowed values Business Object The supply that fills this demand must have been allocated or hard pegged to the order, or order line, displayed in this field. LN uses this characteristic to find a matching supply for this demand. Note The following fields are always used in combination; together, they identify the relevant order or order line:
Business Object Reference The order or order line to which the items were allocated. LN can use this characteristic to find a matching supply for this demand. Note The combination of the following fields identifies the order or order line to which the ordered items were allocated:
Reference The supply that fills this demand must have been allocated or hard pegged to the reference code displayed in this field. LN uses this characteristic to find a matching supply for this demand. LN can use this field in two ways:
You can use a reference code to keep a collection of parts linked together, even if they follow different routings, for example, if some of the parts are transported to a subcontractor to be returned later. Use Unallocated Inventory If this check box is selected, unallocated inventory can be allocated and used to supply the demand order. First, allocated inventory is used, then unallocated inventory. If this check box is cleared, only allocated inventory can be used. Product Variant The supply that fills this demand must have been allocated or hard pegged to the product variant displayed in this field. Note This field can only be filled if the following are applicable:
Default value This field is defaulted from the Product Variant field in the current session. Inventory on Hand The inventory on hand that is allocated in the Warehouse, expressed in the sales unit. On Hand The inventory on hand that is allocated in the Warehouse, expressed in the inventory unit. Item Dimensions 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 total quantity of supply orders that is hard pegged and will be received in the Warehouse, expressed in the sales unit. On Order The total quantity of supply orders that is hard pegged and will be received in the Warehouse, expressed in the inventory unit. Unallocated The inventory on hand that is not allocated in the Warehouse, expressed in the sales unit. Unallocated Quantity The inventory on hand that is not allocated in the Warehouse, expressed in the inventory unit. Additional Information 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).
Create Allocation Buffer Starts the Create Allocation Buffers (tdsls4813s000) session in which you can define an allocation buffer quantity for a specification. When the order line is saved, the allocation buffer receives the same specification as the line. Allocation Buffers Starts the Inventory Commitments (whinp2100m000) session, in which you can allocate unallocated inventory. An allocation buffer must already be present to start this command. Inventory by Specification Starts the Inventory by Specification (whwmd2519m000) session, in which you can view the inventory quantity with a matching Product Variant in the warehouse of the sales order line. 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. Regenerate Product Variant Structure If a product variant is linked to the order line, you can regenerate the product variant structure in the Generate (Project) Structure for Product Variant (tipcs2220m000) session. You must first generate a product variant structure in the Generate (Project PCS) Structure for Sales Orders (tdsls4244m000) session before you can click this command. Calculate Standard Cost by Project (PCS) Starts the Calculate Standard Costs by Project (tipcs3250m000) session, in which the standard cost of a sales order line's customized item is calculated. You can use this option several times, for example, if recalculation of the project (and customized items) is required. If you use lower cost or market value (LCMV), the sales order line is only updated with the calculated standard cost of the customized item if the Backdate Valuation Price Allowed check box is also selected in the Standard Cost Calculation Parameters (ticpr0100m000) session. Rush Order Line Converts the sales order line into a rush order line. Generate Order in Enterprise Planning Creates planned orders for the sales order lines in the Planned Orders (cprrp1100m000) session in Enterprise Planning. Release to Warehousing Releases the sales order line to Warehousing. Release to Invoicing Releases the sales order line to Invoicing. Configurator Starts the Product Configurator (tipcf5120m000) in which you can configure a product variant or unlink a product variant from this session. Unlink Contract Unlinks a contract that is linked to the sales order line. Check Document Compliance Executes the export compliance check. Link Contract Links a contract to the sales order line. If multiple contracts can be linked, the Selected Sales Contract Lines (tdsls3512s000) session is started from which you can make your selection. 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, defined 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, in the Freight Rates and Costs Parameters (fmfrc0100m000) session, the Rate and Carrier/LSP Selection at Order Line parameter is set to Interactive, 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. 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. 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. Link Installation Group to Order Lines Starts the Link Installation Group to Sales Order Lines (tscfg2201m000) session, in which you can link an installation group to the sales (return) order line. The moment of linking a sales order line to an installation group can be before or after delivery of the goods. The installation group that is linked to the order line is displayed in the Installation Group field of the Linked Order Line Data (tdsls4102s200) session. If a serialized item is linked to the installation group, the service installation group is updated with the actual serial data after delivery of the sales order. If the sales order is a return order, an installation group is automatically linked to the return order when the delivery information is updated on the order by means of the Warehouse Receipt (whinh3512m000) session, or the Update Sales / Service Order with Delivery Information (tdpur4222m000) session. However, an installation group is not linked automatically if:
Unlink Installation Group from Order Lines Starts the Unlink Installation Group from Sales Order Lines (tscfg2201m100) session, in which you can unlink the installation group from a (range of) sales order line(s). Before an installation group can be unlinked, the items must be unlinked in Service first, which you can perform by clicking Unlink Item from Installation Group. Link Item to Installation Group If an installation group is linked to this order line, either by Warehousing or by clicking Link Installation Group to Order Lines in the current session, but the item could not be linked to the installation group, you can click this command to link the item to the installation group. You can view whether the item is linked to the installation group in the Installations (tsbsc1110m000) session. If the item is a serialized item, an installation line is created for each serial. As a result, this command is disabled if:
Unlink Item from Installation Group Removes the sales (return) order information from Service. The following is executed in Service:
Calculate Calculates the tax amount for the sales order. This amount is not saved. Search Revision If the Engineering Revisions Active in Sales check box in the Sales Parameters (tdsls0100s000) session and the Revision Controlled check box in the Items (tcibd0501m000) session are selected for the item, you can search for the item's revision.
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