Contract Deliverables (tppdm7100m100)

	Contract Deliverables (tppdm7100m100) Use this session to create and maintain contract deliverables. This session also allows you to view the information in the list detail view. See List detail session. Note Contract Deliverables can be Hardware and Non-Hardware. For hardware deliverables Manufactured, Job shop, Purchased, Product, and Assembly type items are allowed. For non-hardware deliverables items of type Cost are allowed. A deliverable line must be linked to a project and element and/or activity. A contract line can be linked to one or more deliverables. If the Enforce Invoicing Period check box is selected in the Contract Lines (tpctm1110m000) session, you can: Activate the contract deliverable line only during the invoice period specified in the Contract Lines (tpctm1110m000) session. Release the contract deliverable line to Warehousing only during the invoice period specified in the Contract Lines (tpctm1110m000) session. Change the status of the contract deliverable line to Delivered only during the invoice period specified in the Contract Lines (tpctm1110m000) session for the non-hardware items. Note The Letter of credit (L/C) functionality is enabled for the contract deliverables, only if the Export Letter of Credit and/or Domestic Sales Letter of Credit check boxes are selected in the Financial Global Trade Compliance Parameters (tcgtc9199m000) session. Using the Link Letter of Credit/ Unlink Letter of Credit options from the Actions menu, you can link/unlink the letter of credit. A Letter of Credit can be linked only if the Letter of Credit Required is selected. A letter of credit can be unlinked from the contract deliverable, only if the deliverable Status is set to Free. If linked to the contract deliverable, you can access or view the L/C using the Letter of Credit option from the References menu. Related topics Contract deliverables data set-up Backorders for Contract Deliverables Return orders for contract deliverables Using alternative items in Project Compliance checks for documents linked to letters of credit Link and unlink letters of credit List detail session Item Contract The code that uniquely identifies the contract. Description The description or name of the code. Contract Line The contract line number. Description The description or name of the code. Contract Status The contract status. Note If the contract header status is Canceled, all the lines are also set to Canceled. Contract Line Status The contract line status. Note The contract line can be set to Active only if the contract is set to Active. If the contract header is Canceled, all the lines are also set to Canceled. Sold-to Business Partner The sold-to business partner for the contract deliverable line. Description The description or name of the code. Item Deliverable The contract deliverable line number. Sequence The sequence number of the contract deliverable. Type The type of deliverable for the contract deliverable line. Allowed values Type of Deliverable Item The code of the standard or customized item. A deliverable of type Hardware can be a manufactured item, purchased item, or a product item. Note: For manufactured items, the deliverable can only be an item supplied by the job shop (the items obtained by creating a production order). A deliverable of type Non Hardware can only be a cost item or a service item. Note The Item Type Product can be used only if the Item Type Product field can be set to Active in the Implemented Software Components (tccom0100s000) session. The Item Type Purchased and/or Manufactured is used only if the Item Type Product field is set to Inactive in the Implemented Software Components (tccom0100s000) session. Description The description or name of the code. Standard Description If this check box is selected, the item description is printed on the deliverable invoice. If this check box is cleared, only the deliverable line text, if present, is printed on the deliverable invoice. Note The item description is copied while copying the deliverable lines, creating deliverable schedules, backorders and returns. This field is disabled when the item is delivered. Subject to Trade Compliance If this check box is selected, global trade compliance is applicable for the item. By default, this check box is selected if the Subject to Trade Compliance check box is selected in the Items (tcibd0501m000) session. If this check box is cleared, by default, the Document Compliance Status is set to Not Applicable and the Check Export Compliance option is disabled. Note You can use the Trade Compliance Information option to add related data to the contract, contract line, and contract deliverable. If specified for the contract line, the information can be copied (synchronized) to all the linked contract deliverables that are subject to trade compliance. Contains Customer Furnished Material If this check box is selected, the order line contains customer furnished material. Item Coding System An external, alternate way of coding items. Coding systems can be general standard systems (such as EAN) or systems that are dependent on a specific business partner. Alternative Item Code The alternative item code for the item in the selected item code system. LN prints this item code of the contract deliverable item on the invoice, if the Invoice Type field in the Contracts (tpctm1100m000) is set Delivery Based and if the Customer Item Code checkbox in the Invoicing Methods (tcmcs0155s000) session is selected. Effectivity Unit The effectivity unit code for the project deliverable item. Description The description or name of the code. Product Variant The product variant for the deliverable item. You can configure the deliverable item using the Product Configurator (tipcf5120m000) or select the product variants defined for the item in the Product Variants (tipcf5501m000) session if: the Product Configurator (PCF) check box is selected in the Implemented Software Components (tccom0100s000) session. for the item, the Item Type field is set to Generic in the Items (tcibd0501m000) session. the Default Supply Source is set to Shop Floor. Warehouse The warehouse from which the deliverables can be shipped to the customer. Standard warehouse defaulting logic for contract deliverable: Ship-to Business Partner Item Sales Data Item Ordering Data Sales Office Description The description or name of the code. Lot Selection The lot selection type applicable to the deliverable line. Allowed values Lot Selection. Lot Selection The lot number. Serial Selection The method to determine whether serial selection is applied to the deliverable line. Allowed values Serial Selection. Deliverable The reference code to the original deliverable linked to the contract deliverable. Schedule The reference code to the original deliverable schedule linked to the contract deliverable. Reason The code that identifies the reason for return of the deliverable items. Description The description or name of the code. Return Ownership The defined ownership to whom the deliverable items must be returned. Allowed values Ownership Quantities Scheduled Quantity The quantity of items scheduled to be delivered to the sold-to business partner. Inventory Unit Quantity The scheduled quantity of the deliverable item expressed in inventory unit. Unit The unit of measure in which the inventory unit quantity is expressed. Delivered Quantity The quantity of the items delivered to the sold-to business partner. Unit The unit of measure in which the delivered quantity is expressed. Accepted Quantity The quantity of items accepted by the sold-to business partner. Ordered Quantity The ordered quantity of the deliverable item. Note You can specify a negative value in this field. If a negative ordered quantity is specified, a return deliverable is created. When the ordered quantity is negative: The Discount Origin field is set to Not Applicable. Holdback is not applicable. The Acceptance Point field is set to Not Applicable. The Contains Customer Furnished Material checkbox is selected. The After Sales field group is not applicable. The Quality of the item is not applicable. The Shipping Constraint field is set to None. The Letter of Credit ID field is not applicable. Unit The unit of measure used to express the ordered quantity. Backorder Quantity The backorder quantity of deliverable items. The backorder quantity can be calculated as: Backorder Quantity = Ordered Quantity - Delivered Quantity If the deliverable is linked to a schedule line, LN displays the total backorder quantity of all deliverable lines with status set to Active, for the contract. Dates Status The status of the deliverable line. Allowed values Deliverable Status. Document Compliance Status The document compliance status for the global trade compliance and/or letter of credit (L/C), as applicable. Allowed values Trade Compliance Status Note The document compliance check must be performed if the Trade compliance functionality is applicable for the item linked to the deliverable or a letter of credit is linked to the deliverable. LN performs the compliance check when the deliverable is set to Active or by selecting the Check Document Compliance button. If Trade compliance and Letter of Credit or both failed the compliance check, the status is displayed as Validation Error. LN allows you to override the validation error using the Document Compliance Check Results (tcgtc1610m000) session. Related topics Compliance checks for documents linked to letters of credit Contract Delivery Date The date requested by the sold-to business partner to deliver the contract. LN defaults the value from the Contract Lines (tpctm1110m000) session. Confirmed Delivery Date The date confirmed to the sold-to business partner for delivering the contract deliverable. Planned Receipt Date The planned date when the deliverables must be received. Planned Delivery Date The date when the items are planned to be delivered. Backorder Present If this check box is selected, a back order is linked to the contract deliverable. Return Deliverable If this check box is selected, the contract deliverable is a return order. Deliverable lines for a return order can be created: Manually By copying data from original deliverable, schedule, shipment or invoice. The inventory valuation for the returned item is based on the method used to create the return deliverable line. If the return deliverable line is created manually, the inventory value is based on FTP inventory valuation method. If the return deliverable is created from the original deliverable, schedule, shipment or invoice, the inventory value is based on the (MAUC). For more information, refer to Moving Average Unit Cost (MAUC). Delivery Schedule Present If this check box is selected, one or more delivery schedule line are present for the deliverable line. You can maintain delivery schedules if there are no shipping constraints for the deliverable line. Note: This field is enabled only if the Shipping Constraint field on the Shipping tab is set to None. Delivery Schedule Complete If this check box is selected, the deliverable quantity matches the quantity defined on the schedule lines in the Contract Deliverables Schedule (tppdm7100m200) session. Price Currency The currency used to express the amounts for the deliverable line. Description The description or name of the code. Sales Price The default sales price per unit of the deliverable item. It can be changed manually. Price Origin The origin of the sales price. This is a display field. This field can have the following values Item Sales Data: The sales price originates from the Items - Sales (tdisa0501m000) session. Default Price Book: The sales price originates from the default sales price book entered in the Price Books (tdpcg0111m000) field of the Pricing Parameters (tdpcg0100m000) session. Manual: The sales price is entered manually. Contract: The sales price originates from a sales contract. Price Structure: The sales price originates from a price book linked to the Pricing Control (PCG) matrix of the price matrix type. External: The price originates from an external package. Product Variant: The price originates from the Product Configuration module. Amount The total sales amount for the deliverable items. Total Amount to be Settled The total amounts to be settled, based on the schedule lines, if any, for the contract deliverable. Note Infor LN calculates the amount based on the ordered quantity. Selling Price Currency The currency used to express the amounts for the deliverable line. Description The description or name of the code. Sales Price The default sales price per unit of the deliverable item. It can be changed manually. Price Stage The code and description of the price stage. For the Contract Deliverable, only Price Stages of the Type, Projects, are applicable. For the Price Stages of the Type, Projects, blocking definition is not applicable. Note The value defaults from the price book when you create a new deliverable line. When you modify the value in this field, the Price Stage on the linked schedule lines are also updated. This field is mandatory, if the Price Stage Mandatory check box is selected in the Contract Parameters (tpctm0100m000) session. Price Origin The origin of the sales price. This is a display field. This field can have the following values Item Sales Data: The sales price originates from the Items - Sales (tdisa0501m000) session. Default Price Book: The sales price originates from the default sales price book entered in the Price Books (tdpcg0111m000) field of the Pricing Parameters (tdpcg0100m000) session. Manual: The sales price is entered manually. Contract: The sales price originates from a sales contract. Price Structure: The sales price originates from a price book linked to the Pricing Control (PCG) matrix of the price matrix type. External: The price originates from an external package. Product Variant: The price originates from the Product Configuration module. Amount The total sales amount for the deliverable items. Settlement Amount The amount of the advance payment to be settled when invoicing the contract deliverable. For example, a contract deliverable's total sales amount is 1500 Euro with an advance payment of 1000 Euro, and the amount to be settled is 750 Euro. In this case, 750 Euro is settled from the advance payment amount of 1000 Euro and the balance amount to be invoiced is 750 Euro. Note This amount can only be defined for contract lines with the invoice type Delivery based. Infor LN defaults the value based on: Contract line Liquidation% * Sales Amount. This amount must not exceed the sales amount. This field is disabled, if the contract deliverable is shipped or partially shipped. Settlement amount is not applicable for the Return deliverables and Back Orders. Customs Value The amount defined as the custom's value. The default value is the sales price defined for the deliverable. LN defaults this amount to Warehousing when the sales order is released to Warehousing. Discount Discount Percentage The discount percentage applied on the sales price for the deliverable item. Discount Amount The discount amount applied on the sales price for the deliverable item. Discount Origin The origin of the discount. This is a display field. Allowed values Not Applicable: The discount is not applicable. Manual: The discount is manually entered. External: The discount originates from an external package. Price Book Discount Structure: The discount originates from the price book to which a discount schedule is linked. Amount Gross Amount The gross amount for the deliverable item. Discount Amount The total discount amount for the deliverable item. Net Amount The net amount for the deliverable item. Shipping Shipping Ship-to Business Partner The ship-to business partner for the contract deliverable. Description The description or name of the code. Ship-to Address The address of the ship-to business partner. Ship-to Address The description or name of the code. Delivery Point The delivery point for the contract deliverable. Description The description or name of the code. Ship-to Contact The contact of the ship-to business partner. Description The description or name of the code. Shipping Constraint The shipping constraints specified on the deliverable lines. Allowed values Shipping Constraint. Unit Binding If this check box is selected, LN can force the WMS to ship specific units. Delivery Terms The delivery terms for the contract deliverable. Description The description or name of the code. Point of Title Passage The point of title passage for the contract deliverable. Description The description or name of the code. Route The route linked to the contract deliverable. Description The description or name of the code. Carrier/LSP The carrier / LSP for the contract deliverable. Description The description or name of the code. Carrier / LSP Binding If this check box is selected, carrier / LSP binding is applicable for the contract deliverable. Freight Service Level The freight service level for the contract deliverable, defined in the Freight Service Levels (tcmcs0175m000) session. Description The description or name of the code. Warehouse Order The warehouse order number generated based on the Default Order Types by Origin (whinh0120m000) for the deliverable line. LN does not run the Project Requirement Planning (PRP) engine for contract deliverables. Position Number The position number of the warehouse order line. Sequence Number The sequence number of the warehouse order line. After Sales Use Installation Group The code of the installation group linked to the contract deliverable. Note The value is defaulted from the Project (tppdm6600m400) session, if a service order is generated in Project. The installation group links the contract deliverables to Service. Contract deliverables (that are serialized items) are automatically transferred to Service when shipped to the customer, only if the deliverables must be maintained in Service. Unprocessed After Sales Service If this check box is selected, Infor LN indicates if After Sales Service Lines (tstdm5101m000) exist with the Status set to Delivered and are linked to the contract deliverable. Note After Sales Service is enabled for the Contract Deliverable only if: The Extended Service Integration check box is selected in the Contract Parameters (tpctm0100m000) session, for the contract line to which the contract deliverable is linked. The Process to Service after Delivery check box is selected for the item in the Items - Service (tsmdm2100m000) session. This is applicable only if the item type is set to Purchased, Manufactured, or Product. The Delivery Schedule Present check box must be cleared in the Contract Deliverables (tppdm7100m100) session. Contains Customer Furnished Material check box must be cleared in the Contract Deliverables (tppdm7100m100) session. Process After Sales Service If this check box is selected, Infor LN processes an After Sales Service line linked to the Contract Deliverable when the shipment of the deliverable is confirmed. If this check box is cleared,, you can use the After Sales Service (tstdm5600m000) session to process the After Sales Service Line(s) manually. Quality First Article Inspection Required Infor LN indicates if the First Article Inspection (FAI) document is required for the contract deliverable item. Inspection If this check box is selected, LN indicates that inspection is applicable for the contract deliverable. Conformance Documentation If this check box is selected,, LN indicates that a conformance document is registered in the Conformance Documentation Register (qmptc1150m000) session, for the contract deliverable. The document lists conformance related details such as the lot and serial number of the source order that is linked to the inspection order. Conformance Reporting The conformance reporting code associated with a conformance document set, or conformance documents. Note This field is visible only if the Quality Management (QM) check box is selected in the Implemented Software Components (tccom0500m000) session and the Project Contract check box is selected in the Quality Management Parameters (qmptc0100m000) session. This field is only applicable for Item of the Type, Hardware and the contract deliverables that are not return orders. For a new contract deliverable line, the value of this field is defaulted from the Items - Sales Business Partner (tdisa0510m000) session, if not from Business Partner level, it defaults from the Items - Sales (tdisa0501m000) session. For Schedule lines and Backorder, this field is defaulted from the originating contract deliverables. This field can be modified, only if the Conformance Documentation is not registered in the Conformance Documentation Register (qmptc1150m000) session, and as long as the existing logic for maintaining Warehouse related fields (like item) are allowed to be modified. Acceptance Point The location where the goods are accepted. Allowed values Acceptance Point Project Project The code that identifies the project linked to the contract deliverable line. Description The description or name of the code. Project Status The Project Status for the contract deliverable line. Element The project element linked to the contract deliverable line. Description The description or name of the code. Plan The project plan linked to the contract deliverable line. Activity The project activity linked to the contract deliverable line. Description The description or name of the code. Milestone The project milestone to the contract deliverable line. Description The description or name of the code. Cost Component The cost component linked to the contract deliverable line. Note You can only specify a cost component for which the Component Type is set to Detail or Collect in the Cost Components (tcmcs0148m000) session. Description The description or name of the code. Tracking Created by The code that identifies the user who created the deliverable line data. Description The description or name of the code. Creation Date The date when the deliverable line data was created. Last Modified by The user who last modified the deliverable line data. Description The description or name of the code. Last Modified on The date when the deliverable line data was last modified. References Customer Customer Order The customer order number linked to the contract deliverable. Customer Order Line The position number of the customer order linked to the contract deliverable. Text The additional text related to the contract deliverable. Item Picture The picture of the item. Text If this check box is selected, a text is present. Return from Shipment The reference code to the original shipment linked to the contract deliverable. Invoice The reference code to the original invoice linked to the contract deliverable. Deliverable The reference code to the original deliverable linked to the contract deliverable. Schedule The reference code to the original deliverable schedule linked to the contract deliverable. Reason The code that identifies the reason for return of the deliverable items. Description The description or name of the code. Return Ownership The defined ownership to whom the deliverable items must be returned. Allowed values Ownership Paying Tax Tax Classification The tax classification for the contract deliverable line, defined in the Tax Classifications (tctax0116m000) session. Description The description or name of the code. Exempt If this check box is selected, the tax code represents tax exemption. Tax Country The tax country for the contract deliverable line. Description The description or name of the code. Own Tax Number The tax number allotted by the government. Tax Code The tax code for the contract deliverable line, defined in the Tax Codes by Country (tcmcs0536m000) session. Description The description or name of the code. BP Tax Country The tax country of the sold-to business partner for the contract deliverable line. BP Tax Number The tax number allotted by the government to the sold-to business partner. Tax Exemption Certificate The tax exemption certificate number if tax is exempted on the deliverable line Note: You can enter the tax exemption certificate number if the Exempt checkbox is selected. Tax Exemption Reason The code that identifies the reason if tax is exempted on the deliverable line. Note: You can enter the tax exemption reason if the Exempt checkbox is selected. Paying Payment Terms The code of the payment terms specified for the contract deliverable. If specified, this code is used for invoices, only if the Invoicing method is set to Delivery Based. Related topics invoice type Payment Method The payment method specified for the contract deliverable. If specified, this code is used for invoices, only if the Invoicing method is set to Delivery Based. Letter of Credit Letter of Credit Required If this check box is selected, a valid letter of credit (L/C) must be linked to the contract deliverable using the Link Letter of Credit option from the Actions menu. Letter of Credit ID The identification number of the letter of credit (L/C). Trade Type The type of letter of credit (L/C) linked to the deliverable. Allowed values Export / Import Note For the contract deliverable, only these trade types can be linked. Export Domestic Sales The trade type that is linked to the deliverable is based on the ship-from address of the warehouse and the Ship-to Address specified on the deliverable. Additional Information Additional Field User-defined fields that can linked to LN tables. Additional information fields are do not add any specific value to LN as functional logic is not linked to the contents of these fields. Related topics Additional information fields for Project Set Status to Sets the status of the deliverable line to the selected value. Free Sets the status of the deliverable line to Free. Active Sets the status of the deliverable line to Active. Released to Warehousing Sets the status of the deliverable line to Released to Warehousing. Delivered Sets the status of the deliverable line to Delivered. This is applicable for the non-hardware deliverables not handled via Warehousing. Hardware deliverables as well as non-hardware deliverables that are handled via Warehousing get set to Delivered if the shipping successfully has been completed. Closed Sets the status of the deliverable line to Closed. Canceled Sets the status of the deliverable line to Canceled. Requirements Starts the Effectivity Unit (tcuef0102m000) session where you can select the requirement(s) defined for the effectivity unit. Note The sales price of the contract deliverable is updated based on the sales base price of the item (retrieved from either Sales Contracts (tdsls3500m000)/ Price Book Lines (tdpcg0131m000)/ Items - Sales (tdisa0501m000) session) and the upgrade price of the requirements selected in the Requirement - Effectivity Units (tcuef0107m000) session. Get Sales Price Retrieves the sales price for the contract deliverable item. For more information, refer to: Retrieving sales price for project deliverable items. Check Document Compliance Infor LN performs a validation check for the trade compliance and letter of credit. Configure Product Variant Starts the Product Configurator to define the product variant options. This option is enabled only if the Status is set to Free. This option is disabled if a negative value is specified in the Ordered Quantity field. Generate Product Structure Generates the product variant structure for the deliverable item and prints a report. This option is enabled only if the Status is set to Free When you generate the product structure, Infor LN prints a report with the product variant options or the errors, if any. If no errors are found, Infor LN generates a code for new standard item or uses the code of an existing item that matches the selected features and calculates the cost.. Create Return Deliverables Creates a return deliverable for the contract deliverable. This option is disabled if a negative value is specified in the Ordered Quantity field.