Material price information – sales orders

If the Material Pricing in Sales check box is selected in the Material Price Parameters (tcmpr0100m000) session, material price information can be linked to a sales order line.

When a sales order line is specified in the Sales Order (tdsls4100m900) session, LN searches for a valid material price agreement. The material price information can be defaulted from the origin used to generate the sales order, from the master data, or retrieved from the linked sales contract line.

Note: The Apply Material Prices if No Contract Material Prices check box in the Material Price Parameters (tcmpr0100m000) session is used to determine if LN must search for material price information for sales order lines if the linked contract line has no material price information.

On the Selling tab of the Sales Order Lines (tdsls4101m000) session, in the Material Price group box, you can view the (material) price for the sales order line. On the appropriate menu of this session, click Material Price Information to view the detailed material price information in the Material Price Information (tcmpr1600m000) session.

Note: The Include Surcharges before Apply Discounts check box in the Material Price Information (tcmpr1600m000) session is used to determine the calculation of the Line Discount Amount, Order Discount Amount and Order Amount for the sales order line.

Sales order line generation

If the material price information is defaulted from the origin used to generate the sales order, the Manual check boxes are selected by default in the Material Price Information (tcmpr1600m000) and Document Material Information (tcmpr1110m000) sessions. Consequently, the material price information is not overwritten when material price information for the sales order line is redetermined.

If the material price information is not defaulted from the origin used to generate the sales order, but retrieved from the master data, LN does not select the Manual check boxes.

Updates

Material price information can be manually updated for a sales order line, or can be updated by LN during the redetermination process.

If a sales order line has planned delivery lines in the Sales Order Line (tdsls4101m900) session, material prices are only displayed for the sales order (total) line. The material price information, which is displayed in the Material Price Information (tcmpr1600m000) session, is displayed to the related delivery lines.

Note: If the material price information is defaulted from a linked sales contract line, the Always Use Contract Price and Discount check box in the Sales Contract Parameters (tdsls0100s300) session is used to determine if the material price information for the sales order line can be updated.

Approval

When you approve the sales order using the Approve Sales Orders (tdsls4211m000) session and you want to redetermine the material price information during approval, select the Redetermine Material Price Information check box.

If a sales order is approved using the Approve option on the appropriate menu of the Sales Orders (tdsls4100m000) session, the Redetermine Material Information field in the Material Price Parameters (tcmpr0100m000) session is used to specify if the material price information is redetermined.

If the material price information is modified for a sales order line after order approval, the sales order status is set to Modified, which means that the order must be reapproved. The Approved status is not affected if LN modifies the material actual prices. The order status is set to Modified only if you manually modify the material actual prices.

Components

If a sales order line has linked components, the components can be managed using the component lines or a sales BOM.

If the Component Handling field is set to Sales BOM in the Sales Order Lines (tdsls4101m000) session, the linked bill of material (BOM), which is displayed in the Sales Order Line - BOM Components (tdsls4532m000) session, cannot be updated. Consequently, the material price information is only linked to the sales order line and searching for item material content is based on the sales order line item and not on the BOM components.

If the Component Handling field is set to Component Lines in the Sales Order Lines (tdsls4101m000) session, a component level exists for the sales order line in the Sales Order Line Components (tdsls4163m000) session. The item specified on the sales order line functions as a phantom item that is not shipped, but is used for the invoicing process. The material price information is linked to the sales order line and not to the components. However, searching for item material content is based on the components.

If you process modifications to the component lines after approval, using the Submit Changes option on the appropriate menu of the Sales Order Lines - Components (tdsls4601m000) session, LN redetermines the material price information.

Copy templates

Copying sales orders and order lines is based on copy templates. In a copy template, you can specify Calculate Material Prices as a copy exception. Accordingly, the material price information is redetermined and retrieved from the master data for the target sales order line.

If Calculate Material Prices is not added as an exception to the copy template, the material information is copied from the source order line to the target order line. If the material price information is no longer applicable or is modified, the information is not defaulted but redetermined.

Project structure

Optionally, phantom items can be replaced with the related components when generating the project structure in the Generate (Project PCS) Structure for Sales Orders (tdsls4244m000) session. The sales order line item can be updated by replacing the generic item with a standard item, or by specifying the item segment. When the item is modified, the item material content is retrieved using the derived-from item. The price of the phantom item is distributed across the newly created sales order lines, but the material price information is not defaulted from the phantom and is also not redetermined. If the components would include material prices, the total price can differ from the original phantom price, which is not allowed.

Actual deliveries

After the items for a sales order line are delivered, an actual delivery line is added to the Sales Order Actual Delivery Lines (tdsls4106m000) and Sales Schedule Actual Delivery Lines (tdsls3140m100) sessions. The material price information is defaulted from the relevant order line.

If the Manual Actual Price check box is selected for a material in the Document Material Information (tcmpr1110m000) session, this price is defaulted to the actual delivery line. Otherwise, the actual price is redetermined when the actual delivery line is added. Consequently, the most accurate price is used.

If a material actual price cannot be retrieved, LN considers the best possible option. For example, instead of using the invoice date, which is required but not known yet, the actual transaction date is used to retrieve an approximate material actual price.

You can modify the prices and discounts, after the delivery of the item in the Change Prices and Discounts after Delivery (tdsls4122m000) and Change Prices and Discounts of Sales Invoice Lines (tdsls4132m000) sessions. From the appropriate menu of these sessions, select Material Price Information to modify the material price information in the Material Price Information (tcmpr1600m000) session, after item delivery.

Consumptions

If a consumption is processed and a matching sales order line is found, a sales invoice line is generated in the Sales Order Invoice Lines (tdsls4106m100) session. The price on the invoice line and the material price information are retrieved from the order line.

The material actual price is redetermined when the status of the sales invoice line changes from Free to Approved. If a matching sales order line is not found, a consignment invoicing order is generated. The price, discount, and material price information for the order are retrieved from the master data.

Invoices

When releasing a sales order line to Invoicing, a valid material actual price is required. If no material actual price is available, the invoice cannot be composed and an error message is displayed.

You must manually specify a material actual price for the invoice line, or redetermine the actual price using the Price and Discount Recalculation Parameters (tdpcg0240s000) session.