Synchronizing purchase order line and line details

A purchase order line can have linked line details or backorder lines. A line detail can also have linked back order lines. The purchase order line includes the aggregated information of the line details/backorder lines. Changed fields on the purchase order line are synchronized with the line details and vice versa.

A purchase order line with line details is also referred to as a Total line.

Updating line details from the total line

If you change the following fields on the Total line in the Purchase Order Lines (tdpur4101m000) session, the change is copied to the linked line detail(s) in the Purchase Order Line Details (tdpur4101m200) session:

Price fields	Discount fields	Contract fields	Other fields
Price	Discount %	Contract	Order Confirmation Date
Price Matrix	Discount Amount	Contract Position	Lot Selection
	Discount Matrix	Contract Purchase Office	Lot
-		-	-
-		-	-
-		-	-
-	Discount Code	-	-
-	Determining	-	-
-	Eligible	-	-

Note

A change to a field on the Total line is not always visible on the line detail. Commercial data, such as prices, discounts, and amounts is displayed only on the Total line. Logistic data, such as time and place of receipt, and place of shipment is displayed on the line detail. As a result, the Total line includes the aggregated commercial information of the linked line details. However, when you release a line detail to Financials, LN uses the invisible commercial data of the line details, because a Total line cannot be invoiced.
When the order line is created, the price is determined based on the Purchase Price Date Type parameter in the Pricing Parameters (tdpcg0100m000) session. This field determines whether the order date, system date, or delivery date must be used to calculate the price. If you change the Receipt Date for Pricing, or the Order Date in the Purchase Order Lines (tdpur4101m000) session, the new dates are not synchronized with the linked line details in the Purchase Order Line Details (tdpur4101m200) session.

Updating price and discounts after receipt

After an order line or a line detail is received, you cannot update the price or discount for the Total line in the Purchase Order Lines (tdpur4101m000) session. For a Total line or a line detail with at least one receipt, you can update the price in the Change Price and Discounts after Receipt (tdpur4122m000) session.

LN copies the new prices and discounts to all linked line details that are not yet processed and/or matched/approved in Financials.

Updating price and discounts after consumption

For consumed order lines, you can update prices or discounts in the Change Price and Discounts after Receipt (tdpur4122m000) session and the Change Price and Discounts of Purchase Payable Receipts (tdpur4132m000) session. For more information, refer to Changing prices or discounts after receipt or consumption.

Example

Sequence	Order Line Type	Order Quantity	Price	Order Amount	Received	Processed
0	Total	30	8	240	-	-
1	Detail	10	8	80	Yes	No
2	Detail	10	8	80	Yes	Yes
3	Detail	10	8	80	No	No
4	Backorder	3	8	24	No	No

Now the price on the Total line is changed from 8 to 10:

Sequence	Order Line Type	Order Quantity	Price	Order Amount	Received	Processed
0	Total	30	10	280	-	-
1	Detail	10	10	100	Yes	No
2	Detail	10	8	80	Yes	Yes
3	Detail	10	10	100	No	No
4	Backorder	3	10	30	No	No

The new price of the Total line is copied to all linked sequences that are not yet matched in Financials, nor processed. The order amount on the Total line is the sum of the order amounts of the Detail lines. To prevent double counting, the order amount of the Back Order lines is excluded.

Updating the total line from the line details

When you add, update, cancel, or delete a line detail in the Purchase Order Line Details (tdpur4101m200) session, LN updates the quantity and amount fields on the Total line, which include the sum of the quantities/amounts of the linked line details.

These quantity and amount fields are synchronized:

Ordered Quantity
Received Quantity
Packing Slip Quantity
Approved Quantity
Rejected Quantity
Backorder Quantity
Order Amount
Receipt Amount
Total Order Line Discount Amount
Order Discount Amount

Note

The quantities and amounts are available, but mostly invisible in the Purchase Order Line Details (tdpur4101m200) session. However, you can view these quantities and amounts in the Purchase Receipts (tdpur4106m000) session and the Purchase Orders - Receipt Overview (tdpur4531m000) session.
When you modify the Ordered Quantity of a Back Order line in the Purchase Order Line Details (tdpur4101m200) session, LN does not update the Ordered Quantity of the Total line in the Purchase Order Lines (tdpur4101m000) session, but updates the Backorder Quantity of the Total line.

When you modify the order quantity, prices and discounts are recalculated automatically. LN only recalculates the price and discounts if you did not manually enter the existing price and discounts. When a new price and/or discount is retrieved for the Total line, LN:

Copies the new price/discount to the linked Detail lines and Back Order lines, provided the lines are not invoiced or processed.
Recalculates the order line amounts for each Detail line and Back Order line. The order line amount fields of the Total line are updated with the sum of the order line amounts of the linked Detail lines. The order amount of the Back Order lines is not considered for the order amount of the Total line. For the other quantities and amounts, such as Received Quantity and Receipt Amount, the values of the Back Order lines are considered for the sum on the Total line.

Example

Sequence	Order Line Type	Order Quantity	Price	Order Amount	Received	Processed
0	Total	30	8	240	-	-
1	Detail	10	8	80	Yes	No
2	Detail	10	8	80	Yes	Yes
3	Detail	10	8	80	No	No
4	Backorder	3	8	24	No	No

Now the order quantity of Detail line 3 is changed from 10 to 12, and the price is changed from 8 to 10:

Sequence	Order Line Type	Order Quantity	Price	Order Amount	Received	Processed
0	Total	32	10	300	-	-
1	Detail	10	10	100	Yes	No
2	Detail	10	8	80	Yes	Yes
3	Detail	12	10	120	No	No
4	Backorder	3	10	30	No	No

For the Detail line that has a new order quantity, the order amount is recalculated. The order quantity on the Total line is the sum of the order quantities of the Detail lines. Because the price and discounts were not entered manually, the price and discounts on the Total line are recalculated based on the price and the new order quantity. The new prices and discounts are copied to the linked sequences. For each Detail line and Back Order line, the order amount is recalculated and the Total line is updated with the sum of the order amounts of the Detail lines.

Updating backorder lines from the original line

For a Total line, a Detail line, or a Back Order line, you can change the price and discounts (after receipt). When a line already has one or more linked Back Order lines, LN copies the new price and discounts to these lines.

Example

Sequence	Order Line Type	Order Quantity	Price	Parent Sequence	Received	Processed
0	Detail	50	8	-	Yes	No
1	Backorder	10	8	0	Yes	No
2	Backorder	2	8	0	Yes	Yes
3	Backorder	5	8	1	Yes	No
4	Backorder	1	8	1	No	No
5	Backorder	2	8	3	No	No

Now the price on the Detail line is changed from 8 to 10:

Sequence	Order Line Type	Order Quantity	Price	Parent Sequence	Received	Processed
0	Detail	50	10	-	Yes	No
1	Backorder	10	10	0	Yes	No
2	Backorder	2	8	0	Yes	Yes
3	Backorder	5	10	1	Yes	No
4	Backorder	1	10	1	No	No
5	Backorder	2	10	3	No	No

The new price also applies to all linked sequences that can be modified.

Now, instead of the price on the Detail line, the price for sequence number 1 is changed:

Sequence	Order Line Type	Order Quantity	Price	Parent Sequence	Received	Processed
0	Detail	50	8	-	Yes	No
1	Backorder	10	10	0	Yes	No
2	Backorder	2	8	0	Yes	Yes
3	Backorder	5	10	1	Yes	No
4	Backorder	1	10	1	No	No
5	Backorder	2	10	3	No	No

The new price applies to all sequences that are linked to sequence 1 (the sequences with parent sequence 1 and its children). LN does not change the parent line of sequence 1.