Item - Sales Defaults (tdisa0602m000)

Use this session to specify and maintain the global item sales defaults for a combination of item type and item group. This session is available only if you use multisite.

This session is started when you specify or modify item sales defaults in the Items - Sales Defaults (tdisa0502m000) session.

Tabs

The lines on the tabs refer to these sessions:

 

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.

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.

Sales Unit

The unit in which an item is sold.

Sales Currency

The default sales currency in which the prices are expressed for a sales item.

Note

Infor LN defaults the Reference Currency from the Companies (tcemm1170m000) session, based on the specified Logistic Company.

Minimum Quantity to Commit

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

If the value of this field is higher than zero, partial allocation lower than that value is not possible.

Minimum Rate for Commitment

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

If the value of this field is higher than zero, partial allocation lower than that value is not possible.

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.

Commitment Policy

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

Note
  • The batch commitment processes at sales and warehousing can overrule this parameter.
  • 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

Logistic Company

An LN company used for logistic transactions, such as the production and transportation of goods. All the logistic data concerning the transactions is stored in the company's database.

Site

The default site that delivers this item to any business partner.

Related topics

Warehouse

The default warehouse in which the sales item is stored.

Component Handling

Define how components are handled if the sales item is a component.

Note

This field can only be defined 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

Shipping Constraint

The conditions related to the shipment of goods for this sales item.

Allowed values

Shipping Constraint

Conformance Reporting

The conformance reporting code linked to the item.

Sales Text

If this check box is selected, item sales text exists.

Click 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

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, a service item, or a generic item, this check box is available. 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 of the Sales Order Lines (tdsls4101m000) session can be left empty.
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.

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 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 record the sales unit in the Units by Unit Set (tcmcs0112m000) session.

Sales Price Group

The sales price group is a group of items with corresponding price and discount agreements.

Note
  • If you enter an item, LN fills in the sales price group for that particular item.
  • You can define 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 define statistics groups in the Statistical Groups (tcmcs0144m000) session.

Upper Margin

The upper margin is the percentage that the actual sales price is allowed to exceed the target price.

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.

Commission Group

A set of items that is grouped and then linked to an agreement.

Rebate Group

A set of items that is grouped and then linked to an agreement.

Tax Code

A code that indentifies the tax rate and which determines how LN calculates and registers tax amounts.

Allow Overdeliveries

If this check box is selected, Warehousing is allowed to ship an over delivery for the item.

Tolerance Type

Indicates if the tolerance for the over delivery is expressed as a percentage or a quantity.

  • 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.

  • 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
Direct Delivery from Quantity

The order quantity for which a direct delivery is preferred.

Buy-from Business Partner

The default buy-from business partner for direct deliveries.

Ship-from Business Partner

The default ship-from business partner for direct deliveries.