Items - Sales Business Partner by Site (tdisa0190m100)

Use this session to specify the sales data for a specific item, supplier, and site.

This session consists of these parts:

  • General
  • Logistics
  • Invoicing

 

Item Group

A group of items with similar characteristics. Each item belongs to a particular item group. The item group is used in combination with the item type to set up item defaults.

Description

The description or name of the code.

Item

The raw materials, subassemblies, finished products, and tools that can be purchased, stored, manufactured, and sold.

An item can also represent a set of items handled as one kit, or which exist in multiple product variants.

You can also define nonphysical items, which are not retained in inventory but can be used to post costs or to invoice services to customers. The examples of nonphysical items:

  • Cost items (for example, electricity)
  • Service items
  • Subcontracting services
  • List items (menus/options)
Description

The description or name of the code.

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
Name

The description or name of the code.

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.

Effective Date

The first day on which a record or a setting is valid. The effective date often includes the effective time.

Related topics

Expiry Date

The date from which a record or a setting is no longer valid. The expiry date often includes the expiry time.

Related topics

Site

A business location of an enterprise that can maintain its own logistical data. It includes a collection of warehouses, departments and assembly lines at the same location. Sites are used to model the supply chain in a multisite environment.

These restrictions apply to sites:

  • A site cannot cross countries. The warehouses and departments of the site must be in the same country as the site.
  • A site is linked to one planning cluster. Consequently, all warehouses and work centers of a site must belong to the same planning cluster.
  • A site is linked to one logistic company.

You can link a site to an enterprise unit or an enterprise unit to a site.

If an enterprise unit is linked to a site, the entities of the site belong to the enterprise unit. Conversely, if a site is linked to an enterprise unit, the entities of the enterprise unit belong to the site.

Related topics

Description

The description or name of the code.

Commitment Policy

Specify for each item if and when you want to commit the ordered quantity automatically.

Note

You can change the commitment policy as long as no commitments are made for the item in the Inventory Commitments (whinp2100m000) session.

Allowed values

Commitment Policy

Minimum Quantity to Commit

The minimum quantity that must be committed in case of a partial allocation.

If both the Minimum Quantity to Commit and the Minimum Rate for Commitment fields have significant values, the quantity to be committed is checked against both fields. LN uses whichever number is higher.

Example
  • The value of the Minimum Quantity to Commit field is 5.
  • The value of the Minimum Rate for Commitment is 10%.

For an order of 100, the minimum quantity is 5 and the minimum rate (converted to a quantity) is 10. This results in a minimum commitment of 10 for a partial allocation. For an order of 20, the minimum quantity is still 5, but the minimum rate (converted to a quantity) is 2. In this case, the minimum commitment quantity is 5 for a partial allocation.

Inventory Unit

The inventory unit in which the item inventory data is recorded.

Minimum Rate for Commitment

The minimum rate that must be delivered in case of a partial allocation.

If both the Minimum Quantity to Commit and the Minimum Rate for Commitment fields have significant values, the quantity to be committed is checked against both fields. LN uses whichever number is higher.

Example
  • The value of the Minimum Quantity to Commit field is 5.
  • The value of the Minimum Rate for Commitment is 10%.

For an order of 100, the minimum quantity is 5 and the minimum rate (converted to a quantity) is 10. This results in a minimum commitment of 10 for a partial allocation. For an order of 20, the minimum quantity is still 5, but the minimum rate (converted to a quantity) is 2. In this case, the minimum commitment quantity is 5 for a partial allocation.

Related topics

Warehouse

The warehouse where the sales item is stored.

Description

The description or name of the code.

Carrier/LSP

The company responsible for the transportation of goods to the ship-to business partner.

Description

The description or name of the code.

Package Definition

The package definition for the item or item group.

Related topics

Description

The description or name of the code.

Package Definition is Binding

If this check box is selected, the package definition is binding for the outbound-order line.

Quantity Unit Binding

If this check box is selected, the unit specified in the Sales Unit field is binding for all sales orders that contain the item and business partner.

This implies that the business partner receives the items in the preferred unit.

Example

A business partner orders a box of chocolate bars. A box contains 24 chocolate bars. If the Quantity Unit Binding check box is selected for the combination of item - sales business partner combination, you cannot supply the business partner with 24 chocolate bars. You must use box as a sales unit for this business partner.

Quantity Unit Binding for Planning

If this check box is selected, available-to-promise (ATP) results are expressed in the sales order unit. If a delivery schedule is generated, the unit on the order line is not changed.

If this check box is cleared, ATP results are expressed in the inventory unit. If a delivery schedule is generated, the unit of measure on the order line is updated to the inventory unit.

Example

A sales order is available with a sales order quantity expressed in boxes. The inventory unit is pieces. If the Quantity Unit Binding for Planning check box is selected, after an availability check is executed and accepted in the Capable to Promise Overview (cprrp4899m000) session , the order line is split up in sub-deliveries with quantities still expressed in boxes.

Period for Shelf Life

The unit of time in which the shelf life is expressed.

Shelf Life [Periods]

The period during which the item must at least be saleable or usable for the sold-to business partner after receipt.

The shelf life is used to calculate the minimum required best before date for perishable LIFO/ FIFO items.

Note
  • When the item is shipped to the sold-to business partner, the standard LIFO/FIFO outbound policy is overruled.
  • The best before date is called the Inventory Date in the Stock Point Inventory (whinr1540m000) session.

Example

The Shelf Life [Periods] is set to 4 days. If the planned receipt date for the item is Monday the first, the best before date is Friday the fifth. This means the item is at least saleable/usable until Friday the fifth.

The outbound advice takes into account this Shelf Life [Periods] and only advises items for which the best before date lies 4 days after the planned receipt date at the most.

Related topics

Site

The code of the site to which the sales item is Shipped.

Ship-to Warehouse

The warehouse to which the item is shipped.

If materials must be supplied from the manufacturer to the subcontractor, this warehouse represents the subcontractor's warehouse. As a result, this is an administrative warehouse for the manufacturer.

Note

This field is only used for item subcontracting.

Default value

This warehouse is defaulted to the Ship-to Warehouse on the sales order line if the following applies:

  • A subcontracting sales order line is generated with the Payment field set to No Payment or Pay on Use.
  • A sales order line is entered manually for which the Payment field set to No Payment or Pay on Use.
Generate Freight Order from Sales

If this check box is selected, freight orders must be generated for sales orders that contain this item - sales business partner combination.

Note

You cannot select this check box if the item is a cost item, a service item, or a list item.

Default value

The value of this check box is defaulted to the Generate Freight Order from Sales check box in the Sales Order Lines (tdsls4101m000) session and the Sales Order Planned Delivery Lines (tdsls4101m100) session, but can be overwritten in these sessions.

Subject to Trade Compliance

If this check box is selected, global trade compliance applies to the item and sales business partner.

Note

This field is available only if the Sales Trade Compliance check box is selected in the Global Trade Compliance Parameters (tcgtc0100m000) session.

Approve Referenced Sales Schedules automatically

If this check box is selected, the sales schedule lines that you receive for the item and business partner combination are approved automatically.

You can only apply automatic approval for referenced sales schedules. As a result, you can only select the current check box if the Referenced Schedule check box is also selected.

Consider Planned/Actual Delivery Date during Reconciliation

If this check box is selected, the planned/actual delivery date is considered when reconciling sales schedules. LN calculates the shipped cumulatives based on the planned/actual delivery date.

In this case, the calculation of the shipped cumulatives is as follows:

The total shipped quantity for the sales schedule - the quantities that are 
shipped, but that are not received yet. 

With this calculation, you can prevent disputes resulting from shipments that are received in a different order as in which they are shipped. These disputes are called out of sequence disputes.

As a result, the Delivery Date field is filled in the Shipped CUM (tdsls3532m000) session and the Sales Schedule Reconciliation (tdsls3131m000) session. This field is filled with:

  • The calculated receipt date when the shipment is confirmed.
  • The actual receipt date when the shipment is received by the sold-to business partner.

If this check box is cleared, the shipment date is used when reconciling sales schedules. The shipped cumulatives that are communicated when the shipment is confirmed, are inserted in LN. If the shipped quantity differs from the received quantity, a dispute is always generated. LN does not take into account out of sequence receipts.

Transaction Time Fence

Together with the EDI Message as specified in this session, and the Schedule Type as specified in the Sales Schedules (tdsls3111m000) session, the transaction time fence determines the requirement type of the sales schedule line.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Transaction time fence.

Freezing Time Increase

The number of days, calculated from the current date, for which you can no longer increase the quantity of required items.

Frozen Period (-)

The number of days, calculated from the current date, for which you can no longer reduce the quantity of required items.

Linear Estimate

If this check box is selected, LN makes a linear estimate to determine the new forecast quantity for a sales schedule of the Material Release type, if this sales schedule was preceded by a sales schedule of the Shipping Schedule type or the Sequence Shipping Schedule type.

If this check box is cleared, LN takes the unconsumed demand as the new forecast for a sales schedule of the Material Release type, if this sales schedule was preceded by a sales schedule of the Shipping Schedule type or the Sequence Shipping Schedule type.

Accumulate Demand on Start Date of Period

If this check box is selected, Enterprise Planning fills the first day of the material release's start date with the total quantity.

If this check box is cleared, Enterprise Planning spreads the total quantity of the material release over the number of days between the material release's start date and end date.