Items - Sales (tdisa0501m000)

	Items - Sales (tdisa0501m000) Use this session to view and maintain sales related data by item. In this session, you can only maintain and display sales related data by item. This data is linked to an already defined item in the Items (tcibd0501m000) session. In the details session, you can maintain the following sales-related item data: Ordering data Pricing data Data regarding over deliveries Related topics Sales item data Item data 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) Note In this field, you cannot enter a list item of the type Kit if the following conditions apply: The Return Components check box is selected. The warehouse is WMS controlled, and the Inbound BOM/List Items check box is cleared for the warehouse in the WMS Interface Parameters (whwmd2105m000) session. If the warehouse is WMS controlled, and the Outbound BOM/List Items check box is cleared for the warehouse in the WMS Interface Parameters (whwmd2105m000) session, you cannot enter a list item in this field. Related topics Infor Warehouse Management Module parameter settings Actual Supply Source The supply source that is valid at the current date and time. Note Most of the time, this field is equal to the Item Type field of the Items (tcibd0501m000) session. However, this field can have a different value if the supply source is temporarily changed in the Date-Effective Supply Source (tcibd0510m000) session. Related topics Date-effective supply source Item Type A classification of items used to identify if the item is, for example, a generic item, a service item, or an equipment item. Depending on the item's type, certain functions will only apply to that item. Default value This field is defaulted from the Item Type field in the Items (tcibd0501m000) session. Search Key I An alternative form of a description used for convenience during searching. Typically, it is an abbreviation, an acronym, or a mnemonic alternative to a full description. Related topics Using search keys Subject to Trade Compliance If this check box is selected, global trade compliance applies to the item. Note This field is available only if the Sales Trade Compliance check box is selected in the Global Trade Compliance Parameters (tcgtc0100m000) session. Related topics Export compliance for sales orders Inventory on Hand The physical quantity of goods in one or more warehouses (including the inventory on hold). Margin % The item's gross margin, expressed as a percentage. Margin % = sales price - standard cost / sales price or standard cost ¹ The sales price is retrieved from the Items - Sales (tdisa0501m000) session. The standard cost is retrieved from the Item - Costing (ticpr0107m000) session. ¹ This depends on the setting of the Base Price for Gross Profit Calculation field in the Sales Order Parameters (tdsls0100s400) session. Item Signal A warning message displayed if you enter or select an item to which a signal is linked. Item signals can also be used to block the issue and/or requisition of items. Business-partner signal A warning message displayed if you select a business partner to whom a signal is linked. Related topics Using signals Alternative Item If this check box is selected, an alternative item is available for the Item. Note From the appropriate menu, click Alternative Items to start the Alternative Items (tcibd0505m000) session in which you can view the original item's alternative item(s). Related topics Defining alternative and replacement items Sales Unit The unit in which an item is sold. If you enter an item, LN enters the default sales unit for this particular item. This unit can be equal to the inventory unit. If the sales unit is not equal to the inventory unit, you can specify the sales unit in the Units by Unit Set (tcmcs0112m000) session. 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 Related topics Inventory commitment Inventory commitment date calculation 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. Related topics Inventory commitment Inventory commitment date calculation 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 Inventory commitment Minimum Order Quantity The minimum order quantity, expressed in the inventory unit. This is the default quantity for the Ordered Quantity field in the applicable sales document. If you use order quantities lower than the value specified in this field, a warning message is displayed. Direct Delivery from Quantity The order quantity from which a direct delivery is preferred. If the order quantity on the sales order line, delivery line, or the sales quotation line is equal to or greater than the quantity specified in this field, LN automatically sets the Delivery Type field to Direct Delivery in the Sales Order Lines (tdsls4101m000) session, and the Sales Order Planned Delivery Lines (tdsls4101m100) session, or selects the Direct Delivery check box in the Sales Quotation Lines (tdsls1501m000) session. Related topics Direct delivery sales orders Buy-from Business Partner The buy-from business partner for direct deliveries. Ship-from Business Partner The ship-from business partner for direct deliveries. Release to Warehousing If this check box is selected, the issue of the item is carried out in Warehousing. If this check box is cleared, the issue of the item is carried out in the Sales Control module. Note If the sales item is a physical item, this check box is selected and disabled, because physical items must always be released to Warehousing. Physical items are all items except items of type Cost, Service, Equipment, and Subcontracting. If the sales item is a cost item, service item, or a generic item, this check box is enabled. So, you can decide per item whether it is released to Warehousing. If the sales item is a Subcontracting item, an Equipment item, or a list item of the type menu or option, this check box is always cleared and disabled. This check box is used to determine whether the Warehouse field in the Sales Order Lines (tdsls4101m000) session can be left empty. Warehouse The warehouse where the sales item is stored. Component Handling Specify how components are handled if the sales item is a component. Note This field can be specified only if the Extended Kit Handling Implemented check box is selected in the Sales Order Parameters (tdsls0100s400) or Sales Offices (tdsls0512m000) session and the Item Type is Purchased, Manufactured, Product, or Generic (with the default supply source set to Shop Floor in the Items (tcibd0501m000) session). Allowed values Component Handling Related topics Overview of kit handling in Sales Shipping Constraint The conditions related to the shipment of goods for this sales item. Allowed values Shipping Constraint Related topics Overview of kit handling in Sales Conformance Reporting The conformance reporting code linked to the item. Related topics Data set-up for Conformance Reporting Logistic Company The source logistic company code. 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 Multisite overview Description The description or name of the code. Item Sales Text If this check box is selected, item sales text exists. Choose Text Editor to create, copy, select, or view the text. Accessories Allowed If this check box is selected, accessories are defined for this item. Related topics List items Return Components If this check box is selected, components of a kit can be returned separately. Note This check box is only used if the order is a return order. Net Change If this check box is selected, LN indicates that there is a net change to the demand, supply order or to the inventory level. Note This check box is displayed only if the Extended Inventory Check is selected in the Sales Quotation Parameters (tdsls0100s100) session. Net Change Date The net change date when modifications are made to the item's inventory Sales Currency The currency in which the Sales Price, Material Price and the Suggested Retail Price are expressed for the Item. Note This field is enabled only if the Item Type field is set to a value other than Equipment and Subcontracted Service. Infor LN defaults this value from the Item - Sales Defaults (tdisa0102s000) session. If a value is not defined in this session, Infor LN defaults this value from the Companies (tcemm1170m000) session, based on the specified Logistic Company. If an assembly item is specified, you cannot modify this value. Sales Price Unit The unit on which the sales price is based. If you enter an item, LN fills in the default sales unit for the item. This unit can be equal to the inventory unit. If the sales unit is not equal to the inventory unit, you can record the sales unit in the Units by Unit Set (tcmcs0112m000) session. Sales Price The item's sales price, expressed in the reference currency. Note For items with item material content this price can include the total material base price for the item. Related topics Material pricing – overview Sales Price 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 reference currency is the common base currency of the companies in a multicompany structure. For currency systems other than the standard currency system, the reference currency is a company's base currency for all calculations with currencies. Material Price The total material base price for the item, expressed in the reference currency. This total material base price is retrieved as follows: The item material content is retrieved from the Item Material Content (tcmpr0120m000) session for the current date. For each material, the base price is retrieved from the Materials (tcmpr0110m000) session. A material price is calculated using the content quantity and unit, quantity factor, billable quantity factor, and base price by material. The material prices are converted to the reference currency and are added together in a total material base price. Note This field is visible only if the Material Pricing check box is selected in the Implemented Software Components (tccom0500m000) session and the Material Pricing in Sales check box is selected in the Material Price Parameters (tcmpr0100m000) session. This field is applicable for Purchased, Manufactured, or Product items. This field is used for information purposes only. Related topics Material pricing – overview Sales Price Group A group of items with corresponding price and discount agreements. Note If you enter an item, LN fills in the sales price for that particular item. You can predefine price groups in the Price Groups (tcmcs0124m000) session. Sales Statistics Group Classify the item in a statistics group to make statistical reports. Note You can use the Sales Statistics Group field as a selection criterion in various sessions of the Statistics module. You can predefine this statistics group in the Statistical Groups (tcmcs0144m000) session. Related topics Statistics Last Sales Price Transaction Date The last date on which the sales price of the item was changed. Suggested Retail Price The sales price that suppliers recommend and that resellers charge their customers. Upper Margin The upper margin is the percentage that the actual sales price is allowed to exceed the target price. Related topics Overview of margin control Lower Margin The lower margin is the percentage that the actual sales price is allowed to be lower than the target price. If this percentage is negative, the item can only be sold for a price higher than the target price. This is the case when the target price is the standard cost. Related topics Overview of margin control Sales Commission Group A set of items that is grouped and then linked to an agreement. Related topics Overview of commissions and rebates Sales Rebate group A set of items that is grouped and then linked to an agreement. Related topics Overview of commissions and rebates Tax Code A code that indentifies the tax rate and which determines how LN calculates and registers tax amounts. Note This tax code is used if an item is entered in: A sales quotation. A sales contract. A sales order. Allow Overdeliveries If this check box is selected, Warehousing is allowed to ship an over delivery for the item. Tolerance Type This field indicates if the tolerance for the over delivery is expressed either as a percentage or a quantity. You have the following options: Percentage The tolerance is represented as a percentage of the order quantity. Quantity The tolerance is a fixed quantity. No No tolerance type is applicable, because the Allow Overdeliveries check box is cleared. Action The way in which LN must handle the outbound order line if a shipment does not meet the quantity tolerances. You have the following options: Warn If the maximum tolerance is exceeded, LN gives a warning message to Warehousing. Block If the maximum tolerance is exceeded, LN blocks the shipment in Warehousing. No LN does not take any action. Maximum Tolerance The quantity or percentage the shipped quantity is allowed to exceed the ordered quantity. LN uses this field to determine the default value of the Maximum Quantity Tolerance field in the Warehousing Orders (whinh2100m000) session and the Allowed Overdelivery Quantity field in the Outbound Order Lines (whinh2120m000) session. Percentage If the Tolerance Type field is Percentage, you can specify a maximum of 999.99 in this field. If you release a sales order or sales schedule to Warehousing, the following occurs: LN defaults the percentage you specified in this field to the Maximum Quantity Tolerance field of the Warehousing Orders (whinh2100m000) session. LN calculates the quantity that is allowed for an over delivery and enters this quantity in the Allowed Overdelivery Quantity field of the Outbound Order Lines (whinh2120m000) session. Quantity If the Tolerance Type field is Quantity and a sales order or sales schedule is released to Warehousing, the following occurs: LN sets the value of the Maximum Quantity Tolerance field in the Warehousing Orders (whinh2100m000) session to zero. LN defaults the quantity you entered in this field to the Allowed Overdelivery Quantity field of the Outbound Order Lines (whinh2120m000) session. Note For sales schedules, over deliveries can be specified as long as the outbound advise is not released in the Outbound Advice (whinh4525m000) session. For sales orders, over deliveries can be specified through confirmation of the shipment line. Caution! The maximum (percentage) value of the Maximum Quantity Tolerance field in the Warehousing Orders (whinh2100m000) session can never exceed 999.99.