Contract Deliverables Schedule (tppdm7100m200)

Use this session to create and maintain schedules for the contract deliverable lines.

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.
  • 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.

 

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.

Deliverable

The contract deliverable line number.

Schedule

The deliverable schedule line number.

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 status 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
Type

The type of deliverable for the contract deliverable line.

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.

Item

The code of the standard or customized item.

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.

Effectivity Unit

The effectivity unit code for the project deliverable item.

Description

The description or name of the code.

Warehouse

The warehouse from which the deliverables can be shipped to the customer .

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.

Serial Selection

The serial number of the item.

Quantities
Ordered Quantity

The ordered quantity of the deliverable item.

Unit

The unit of measure used to express the ordered quantity.

Inventory Unit Quantity

The ordered 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 items scheduled to be 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.

Backorder Quantity

The quantity of deliverable items for the backorder.

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.

Ordered Deliverables

The quantity of deliverables ordered for the schedule line.

Unit

The unit of measure used to express the ordered deliverables quantity.

To be Scheduled

The quantity of deliverables to be scheduled for the deliverable line, for which schedule lines are not available.

Unit

The unit of measure to express the quantity to be scheduled .

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.

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 the validation check fails for the Trade compliance and/or Letter of Credit, the status is displayed as Validation Error. LN allows you to override the validation error using the Document Compliance Check Results (tcgtc1610m000) session.
Contract Delivery Date

The date requested by the sold-to business partner to deliver the contract. LN defaults the value from the Contract Deliverables (tppdm7100m100) session.

Confirmed Delivery Date

The date confirmed to the sold-to business partner for delivering the contract deliverable.

Planned Delivery Date

The date when the items are planned to be delivered.

Planned Receipt Date

The planned date when the deliverables must be received.

Backorder

If this check box is selected, the contract deliverable line is a backorder.

Return Deliverable

If this check box is selected, the contract deliverable is a return order.

Price
Currency

The currency used to express the price.

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.
Sales Amount

The total sales amount for the deliverable items.

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.
Sales 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 deliverable line.

Description

The description or name of the code.

Point of Title Passage

The point of title passage for the deliverable line.

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.

Note

LN does not use 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.

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.
  • This field is defaulted from the originating contract deliverable.
  • 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

After Sales
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.

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.

Project
Project
Project

The code that identifies the project linked to the contract deliverable line.

Note

The project and the element and/or activity cannot be changed on the schedule 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 schedule 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 schedule line data.

Description

The description or name of the code.

Last Modified on

The date when the deliverable schedule 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.

Item Picture

The picture of the item.

Text

The additional text related to the contract deliverable.

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.

Return From Deliverable

The reference code to the original deliverable linked to the contract deliverable.

Return From Schedule

The reference code to the original deliverable schedule linked to the contract deliverable.

Return 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 to you.

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

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

The additional information for the deliverable line.

Description

The description or name of the code.

 

Check Document Compliance

Infor LN performs a validation check for the trade compliance and letter of credit.

Set Status to

Sets the status of the deliverable schedule 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.

Order Specific Test Procedures

Starts the Order Specific Test Procedures (qmptc0149m000) session that can be used to manually create and view the contract deliverable specific test procedures. However, in Infor LN Quality for the Project Contract, the Order Specific Test Procedures can also be created by the application based on the testing combination. See Quality.

Note: This option is displayed only if the Project Contract check box in the Order Origins group box, of the Quality Management Parameters (qmptc0100m000) session, is selected.

Order Inspections

Starts the Order Inspection (qmptc1620m000) session to view the inspection orders for the contract deliverable generated in Infor LN Quality. See Quality

Note: This option is displayed only if the Project Contract check box, in the Order Origins group box of the Quality Management Parameters (qmptc0100m000) session, is selected.

Check Export Compliance

Executes the Export compliance validation check. The check is only applicable, if the contract deliverable is subject to trade compliance.