Sales Order - Lines (tdsls4100m900)

	Sales Order - Lines (tdsls4100m900) Use this session to view, enter, maintain, and process a specific sales order and linked sales order lines. You can specify a sales order header and lines on one screen. This session enables you to quickly enter the most important information for a sales order and to process the order. You can manually specify sales orders, you can use templates if orders reoccur, or you can use catalogs. Note This session is mostly used by sales representatives that are in direct phone contact with customers who want to place an order or want to have information on an order, or by sales clerks that must enter a large amount of sales orders in high pace. Tabs The lines on the tabs refer to these sessions: Order Lines Refers to the Sales Order Lines (tdsls4101m000) session. On this tab, you can enter and view the lines of the sales order. Double-click the line for more detailed information. Order Promising Refers to the Sales Order Promising Lines (tdsls4101m400) session. On this tab, you can view the sales order lines'order promising status, check their inventory, and solve inventory shortages, if required. Release to Warehousing Refers to the Release Sales Order Lines to Warehousing (tdsls4501m140) session. You can view the sales order lines that are waiting to be released to Warehousing. If you select a line, you can release the line to Warehousing. After the line is released, it is removed from the current tab. Actual Delivery Lines Refers to the Sales Order Actual Delivery Lines / Sales Order Invoice Line (tdsls4106m000) session. On this tab, you can view the actual delivery information for the sales order lines. Invoice Lines Refers to the Sales Order Invoice Lines (tdsls4106m100) session. LN only displays lines for which items are delivered. After an invoice line is approved, you can release the line to Invoicing. On this tab, LN displays lines that are waiting to be invoiced, and lines that are already released to Invoicing. Back Orders Refers to the Maintain and Confirm Back Orders (tdsls4125m000) session. You can maintain and confirm the sales order lines that are partially delivered and that have the Back Order Quantity field filled. Relations Refers to the Sales Order Line - Relations (tdcms0141m000) session. On this tab, you can view and link relations to sales order lines. This tab is disabled if the Linking of Relations On fields are set to Sales Order in the Commissions/Rebates Parameters (tdcms0100s000) session. Monitor Refers to the Sales Order Lines Monitor (tdsls4510m100) session. You can view all sales order lines that are linked to the sales order and their related data. Note If you cannot find a specific sales order line on the Release to Warehousing or the Invoice Lines tabs, the sales order line might not be ready yet for releasing. You can verify if another activity must be carried out first for the line in the Sales Order Line Status (tdsls4534s000) session, which you can start by clicking Status on the appropriate menu of the Lines tab. You can copy existing order lines to new order lines. If you select the order line(s) and click the Duplicate Sales Order Line button, all selected lines are copied into the current sales order. If you select an order line(s) and click the Show attachments button, you can link document revisions to the sales order line in the Objects Links (dmcom8110m000) session and/or link files to the document revision in the File Linking (dmdoc4540m002) session. Related topics Overview of sales order handling Flexible sales order processing Inventory shortage handling Lean PCS projects Using templates in sales orders Using catalogs in sales orders and quotations Rush orders Synchronizing sales order line and delivery lines Customer approval Backorder handling for sales orders Extended integration between Sales and Service for after-sales services 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 Address The sold-to business partner's address code. Click ... to start the Addresses (tccom4130s000) session, in which you can maintain and display the address code data. Line of Business The line of business under which the sold-to business partner is grouped. Area A region used to group business partners, customers, suppliers and employees on a geographical basis. Default value The default area that is assigned to the sold-to business partner is derived from the Sold-to Business Partners (tccom4510m000) session. Extended Service Integration If this check box is selected, an extended integration with Service for after-sales services is or can be applicable for the sales order. Note The setting of this check box and the Extended Service Integration check box in the Sales Order Parameters (tdsls0100s400) session are the same. Related topics Extended integration between Sales and Service for after-sales services Order Discount The order discount percentage that is applied to the sales order. Note For cost items and service items, no order header discount is calculated. Default value The default order discount percentage is derived from the Sold-to Business Partners (tccom4510m000) session. Sales Price List List of default prices and discounts for customers and suppliers. You can link price lists to items and item groups, and to sold-to and buy-from business partners. Price List for Direct Delivery The price list for direct delivery. Note If any of the order lines is delivered directly to the ship-to business partner, you can define special price agreements in the Pricing module. BP Prices/Discounts A business partner can be selected as parent. This means that the order discount specified for this business partner is the input for the relevant order. If a parent business partner is defined on an order, LN first searches for the order discount defined for the parent business partner. If an order discount is not specified for the parent or if no parent is specified, LN searches for the order discount that is specified for the business partner on the order. BP Texts A business partner can be selected as 'parent'. This means that the texts that are specified for this business partner are the input for the relevant order. If a parent business partner is defined on an order, LN first searches for texts as defined for the parent business partner. If texts are not specified for the parent or if no parent is specified, LN searches for the texts that are specified for the business partner on the order. Total Promotion Discount The total promotion discount based on all applied promotions. Multiple Promotion Method Indicates the application method of multiple promotions if you select multiple promotions at the sales order header level. ZIP Code/Postal Code The business partner's ZIP code. Contact The code of the sold-to business partner's contact. Full Name The contact's full name. Phone Your contact's (direct) telephone number. Customer Order The number assigned to the order or contract by the sold-to business partner (for example, the sold-to business partner's purchase contract number). The customer order number can be used to identify a sales contract line. Reference A The first extra reference by which the order or request for quotation can be identified. This reference is printed on various order documents and lists. Reference B The second extra reference field that you can fill with extra information. This reference is printed on the order documents and lists. Contract A customer-oriented contract, agreed upon by buy-from business partners and sold-to business partners that is used to record specific agreements for specific projects. A special contract can also be a promotional contract. For special contracts, an overlap in effectivity periods is allowed for the same item/business partner combination. After the contract number is entered, the order header data is loaded with the default values in the header of the contract. Specific addresses are also copied. In this way, the contract terms are adopted on the order level, allowing adoption of the contract price and/or contract discount as well. The purpose of this field is to serve as a default for the Contract field of the Sales Order Lines (tdsls4101m000) session. However, the action LN takes depends on the value of the Interactive Contract Linking check box in the Sales Contract Parameters (tdsls0100s300) session. Note The contract must be: Active. The check whether a contract is active or not is performed based on the Sales Price Date Type parameter in the Pricing Parameters (tdpcg0100m000) session. Of the Special Contract type. Related topics Sales contracts - overview Original Document Type The document type that is linked to the original document if the sales order type is a return order. Allowed values Original Document Type Related topics Sales return orders Component handling - component lines Original Document Number The financial company on the invoice where the delivered goods are stored for the return order. Return Transaction Type The transaction type code on the document for the return order. Original Document Number The original document number for the return order. Note If the fields in the Returns group box are filled and you click Copy from Original Document on the appropriate menu, dependent on the Original Document Type, a session starts from which you can select the lines of the original document to be copied to the current order. As a result, a link is created between the original order line and the return order line. When a return order is linked to an original Order and you click Copy from Original Document on the appropriate menu, the original sales/issue integration transactions are reversed. When copy from original order is not carried out, fixed transfer price (FTP) is used to create the financial integration transactions for the sales return order. Related topics Sales return orders Component handling - component lines Return Reason The reason why the delivered goods are rejected and returned. Related topics Sales return orders Internal Sales Representative The sales representative of your company who is responsible for contact with the sold-to business partner. External Sales Representative The sales representative of your company who calls on the sold-to business partner, mainly by visits. Header Text If this check box is selected, header text exists for the sales order. This text is printed on the sales invoice. Footer Text If this check box is selected, footer text exists for the sales order. This text is printed on the sales invoice. Sales Order Type The order type, which determines the sessions that are part of the order procedure and how and in which sequence this procedure is executed. Default value The default value is the order type assigned to the customer in the Sold-to Business Partner (tccom4110s000) session. If no order type is assigned to the sold-to business partner, the default is the order type assigned to the user's logon code in the Sales User Profiles (tdsls0139m000) session. Note If the warehouse is WMS controlled, and the Collect Orders check box is cleared for the warehouse in the WMS Interface Parameters (whwmd2105m000) session, you cannot enter a collect order type in this field. Related topics Infor Warehouse Management Module parameter settings Sales Order 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. Origin The origin of the sales order. Allowed values Origin of Sales Order Order Date The date on which the order is manually specified or is automatically generated. Default value system date Text If this check box is selected, header or footer text exists for the sales order. Rush Order If this check box is selected, this order is a rush order. Related topics Rush orders Sales Office A department that is identified in the company business model to manage the business partner's sales relations. The sales office is used to identify the locations that are responsible for the organization's sales activities. Default value When you enter a sales order, LN retrieves the sales office from the Sales User Profiles (tdsls0139m000) session. This value can be changed. If no sales office is found in the Sales User Profiles (tdsls0139m000) session, LN searches the Sold-to Business Partner (tccom4110s000) session. If no sales office is found in the Sold-to Business Partner (tccom4110s000) session either, no sales office is defined. As a result, LN cannot retrieve a default sales office. Financial Department The department that determines the financial company to which the transaction must be posted and which is responsible for the tax declaration in the tax country of the order. The financial company's home country must be the tax country of the order. The financial department is an accounting office of the financial company. If the financial company of the administrative department has a tax number in the tax country of the order, the financial department is the same department as the administrative department. The financial department enables you to process financial transactions for an order in another financial company than the financial company of the sales office. Note The financial department must have a tax ID in the tax country. This field is only visible if the Use Tax Numbers of other Financial Companies check box is selected in the Tax Parameters (tctax0100m000) session. Default value This field is defaulted from the Sales Office field. This field retrieves the default financial data of its financial company for the sales order. Related topics Tax registration in a foreign country 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 Order Date. However, the planned delivery date can deviate from the order date if: You change the planned delivery date manually. You recalculate the planned delivery date with the Calculate button. Planned Receipt Date The planned date for the customer to receive the goods. Default value The default value is the Planned Delivery Date. However, the planned receipt date can deviate from the planned delivery date if: You change the planned receipt date manually. You recalculate the planned receipt date with the Calculate button. 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. Note This field can only be filled if the Use Confirmation (Sales) check box is selected in the Implemented Software Components (tccom0100s000) session. Shipping Constraint The terms and conditions related to the shipment of goods. Default value This field is defaulted as follows: From the Sales Order Types (tdsls0594m000) session. If the Shipping Constraint is Not Applicable in the Sales Order Types (tdsls0594m000) session, from the Sold-to Business Partners (tccom4510m000) session. Allowed values Shipping Constraint 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. Related topics Infor Warehouse Management Module parameter settings Warehouse A place for storing goods. For each warehouse, you can enter address data and data relating to its type. Route The route according to which the sales order is normally delivered. By default, LN retrieves this information from the ship-to business partner data. Carrier/LSP The company responsible for the transportation of goods to the ship-to business partner. Delivery Terms The agreements with the business partner, concerning the way the goods are delivered. Relevant information is printed on various order documents. Default value If this order is a rush order, this field is defaulted from the Rush Delivery Terms field in the Sales Order Parameters (tdsls0100s400) session. However, you can change the default value. Related topics Delivery terms Rush orders Shipment The shipment to which the shipment based additional costs are linked. Note This field is automatically filled and disabled for sales orders with the Shipment origin. You can manually enter a shipment ID for sales cost orders with the Manual origin. Related topics Additional costs - shipment based Point of Title Passage The point at which the legal ownership changes. At this point, the risk passes from the seller to the buyer. Related topics Delivery terms Motive of Transport A reason code that indicates why transportation takes place, for example, Repair, Sales, Transfer, and so on. Related topics Delivery notes Delivery Code A reason code that indicates who is to pay for the transportation of the goods. Related topics Delivery notes Business Partner The business partner to which you send invoices. This usually represents a customer's accounts payable department. The definition includes the default currency and exchange rate, invoicing method and frequency, information about the customer's credit limit, the terms and method of payment, and the related pay-by business partner. The default value in this field is taken from the Sold-to Business Partner (tccom4110s000) session or from the Invoice-to Business Partner (tccom4112s000) session. If no Invoice-to Business Partner is found in the Sold-to Business Partner (tccom4110s000) session, LN searches the Invoice-to Business Partner (tccom4112s000) session. If no Invoice-to Business Partner is is found in the Invoice-to Business Partner (tccom4112s000) session either, no Invoice-to Business Partner is defined, and LN cannot enter a default value. The Invoice-to Business Partner entered in this field is taken as the default value in the Sales Order Lines (tdsls4101m000) session. Address The address of the invoice-to business partner. Contact The invoice-to business partner's contact. Status The status of the sales order. Allowed values Sales Order Header Status Workflow Status The status that is applicable if the business object requires authorization approval using ION Workflow. When you perform a change that requires authorization, a checked-out version is automatically created for the business object. The changes you submit are only effective after approval/check-in. You can also undo your changes, or recall your submitted changes. Checked-out and checked-in objects are displayed in the Checked-out Objects (ttocm9599m000) session. From the appropriate menu of this session, select Workflow and execute the required action for the business object. Allowed values If the business object is checked out, this field displays an Object status. If the business object is checked in, this field displays an Approval status. If a description is specified for the object type in the Workflow Information Fields (ttocm0106m000) session (which is displayed as a tab in the Object Types (ttocm0102m000) session), regardless if the object is checked in or out, this field always displays the value of the appropriate Description field. Note For more information on setting up and using ION Workflow for business objects in LN, refer to the Infor LN Integration Guide for Infor ION Workflows and Monitors. Related topics Document authorization using ION Workflow Installments You can indicate if and how the sales order is invoiced in installments. Allowed values Installment order no/direct/indirect/closed Note Segment accounting is applicable for installments only if this field is set to Installment Plan This field is disabled if the sales order: Is a cost order, a collect order, a consignment order, a return order, or a retrobilled order. Contains lines with a different Sales Type. For header-based installments: Contains lines with a different Tax Code and the Apply Tax to Installments check box is selected in the Sales Order Parameters (tdsls0100s400) session. Contains lines with a different Project and the Link Installments to Projects check box is selected in the Sales Order Parameters (tdsls0100s400) session. Related topics Installments Plan A plan based on which installments are generated for an order. The plan includes configuration data for installments, such as when installments must be invoiced, the type(s) of installment that must be generated and the installment percentages. The installments are generated based on a Prorate method, which means the installment percentages are prorated across all order lines of an order. Because the plan is considered an invoicing plan for an order, the installments are generated, maintained, settled, and corrected in Invoicing. Note You can view the installments based on the installment plan in the Installments (cisli8620m000) session. Default value The Installment Plan in the Invoice-to Business Partners (tccom4512m000) session. Related topics Installments Prorate-based installments Letter of Credit Required If this check box is selected, a letter of credit (L/C) must be linked to the current document. Related topics Link and unlink letters of credit Compliance checks for documents linked to letters of credit Export letter of credit procedure Letter of credit Letter of Credit ID The letter of credit (L/C) linked to the current document. Related topics Link and unlink letters of credit Compliance checks for documents linked to letters of credit Export letter of credit procedure Letter of credit Trade Type The trade type of the letter of credit (L/C). Related topics Letter of credit setup Self-Billing If this check box is selected, self-billing is applicable. In this case, the invoice is created by the sold-to business partner. Related topics Self-billed invoice matching 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: That payments to an invoice-from business partner are subject to withholding tax and social contributions To group business partners who have the same tax aspects for your company, for example, subcontractors, or agents That the tax must be paid in a country other than the sales office or service office's home country Default value This field is defaulted from the Business Partner Tax Classification field of the Invoice-to Business Partner (tccom4112s000) session. Related topics Defining tax exceptions Freight Costs to be Invoiced If this check box is selected, the invoice-to business partner is invoiced for the freight costs you make. Related topics Integration freight invoicing and sales invoicing Invoice Freight Costs Based On A company can invoice freight rates to the invoice-to business partner, based on one of the following: Freight Costs Freight Costs (Update Allowed) Client Rates 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. Related topics Integration freight invoicing and sales invoicing Business Partner The business partner from whom you receive payments. This usually represents a customer's accounts payable department. The definition includes the default currency and exchange rate, the customer's bank relation, the type of reminders you send to the business partner, and the frequency of sending reminders. Address The address of the pay-by business partner. Contact The pay-by business partner's contact. Payment Terms Agreements about the way in which invoices are paid. The payment terms include: The period within which invoices must be paid. The discount granted if an invoice is paid within a given period The payment terms allow you to calculate: The date on which the payment is due The date on which the discount periods expire The discount amount Default value If this order is a rush order, this field is defaulted from the Rush Payment Terms field in the Sales Order Parameters (tdsls0100s400) session. However, you can change the default value. Related topics Rush orders Late Payment Surcharge The percentage that is charged over the goods amount or over rendered services that the recipient of the invoice must pay if the invoice is not paid within a specified period. Payment Method The method used to create a payment (purchase invoice) or a receipt (sales invoice). The payment method defines details such as: The maximum amount The due date Allowance of foreign currencies and other details which must be printed on the report These are default values that you can change on the order or on the invoice. Sales Acknowledgment The sales acknowledgment code for the sales order header. Change Order Sequence The change order sequence number for the sales order header. Change Reason The change reason code for the sales order header. Change Type The change type for the sales order header. Order Reference The reference to the order number of another application. 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. 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. Related topics Consignment (owned) inventory Order Weight The total weight of the items ordered on the sales order lines. The weight is calculated based on the ordered quantity and is expressed in the company's base weight unit, as defined in the Weight field of the MCS Parameters (tcmcs0100s000) session. The order weight is the sum of the weight of the order lines. The order line weight is calculated as follows : (Ordered Quantity * Conversion Factor Sales to Inventory Unit) * (Item Weight * Conversion Factor Item Weight to Base Unit Weight) Note An item's weight can be defined in the Items (tcibd0501m000) session. The following order lines are excluded from the order weight calculation: Order lines with a negative quantity Canceled lines Potential back order lines Total lines Note You must click the Calculate button to calculate the order weight. Blocked lines and direct delivery lines are included in the order weight calculation. Back orders lines are included in the order weight calculation, but the order line's delivered quantity is used in the order weight calculation. The packaging weight is not taken into account. The line weight of a sales order line that contains a Sales BOM is the sum of the weight of the related BOM lines. The line weight of a sales order line that contains Component Lines is the sum of the weight of the related component lines. Currency The currency in which the sales order amounts are expressed. Note If sales order lines are already recorded, you cannot change the currency. Order Amount The sales order's total order amount. Exchange Rate Type A way to group currency exchange rates. You can assign different currency exchange rates to different invoice-to business partners and/or to different types of transactions (purchase, sales, and so on). Related topics Using currency exchange rate types Rate Determiner The method to decide which date is used to determine the exchange rates. During the composing process, all amounts in foreign currencies are converted to the home currency, based on the determined exchange rate. Allowed values Currency Rate Determiner Related topics Rate determiners in Sales Rate/Rate Factor The factor by which an amount in a different currency is multiplied to calculate the amount in the currency base. Rate Factor The factor by which the amount in the transaction currency or the invoice currency is divided before LN converts it to a home currency. A rate factor is often used for currencies that have a relatively low price, for example, Korean Won. Rate/Rate Factor The conversion between the home currency and the currency that is used on the sales order. 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. Amount Including Tax The outcome of this field is the sum of the Order Amount and Tax Amount fields. Available Credit The value of this field is calculated as follows: The value of the Credit Limit field minus the sum of the following fields in the Invoice-to Business Partner Balances (tccom4513m000) session: Order Balance Balance Receivable Composed Invoice Balance 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 Available Credit and the Credit Limit are expressed. 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. 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. Rush Order Converts the sales order into a rush order. Reopen Closed Sales Order Reopens a sales order with the Closed status and changes its status to Modified. As a result, you can add new order lines and/or you can change the sales order header. Copy from Original Document Starts the Sales Order Line History (tdsls4551m000) session if you want to copy sales order lines from history. Else, the Select Sales Order Lines for Copying (tdsls4535m000) session is started. 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. Approve Approves the particular sales order. Calculate Calculates the tax amount for the sales order. This amount is not saved.