Surplus handling
If components are delivered, but the quantity of delivered components is not enough to complete at least one sales order line item, the components are referred to as surplus.
Surplus information, which you can view in the Sales Order Line Component Surplus (tdsls4567m000) session, is registered by component and is used to determine which order line items can be invoiced.
Surplus is updated when you do the following:
- Deliver a new shipment
- Manually change a component line and process the changes by clicking on the appropriate menu of the Sales Order Lines - Components (tdsls4601m000) session
- Change the BOM and process the changes using the Process BOM changes to Sales Order (tdsls4263m000) session
- If surplus exists for an order line, you can use the Delayed Components (tdsls4567m100) session to view the components that delay the invoicing of a complete sales order line item.
- If surplus becomes obsolete, for example because an order line is terminated or a BOM is changed, you can invoice a surplus quantity in the Change Prices and Discounts of Sales Invoice Lines (tdsls4132m000) session.
Sales order unit and rounding factor
One unit of a sales order line item is defined according to the item's sales order units of measure and rounded down according to the sales order unit's rounding factor.
For example, if the sales order unit is KG (kilogram), and the rounding factor is 0.1 kg, and the delivered quantity is calculated as sufficient for 0.69 KG of the sales order line item, a quantity of 0.6 KG is considered to be completed.
Evaluating surplus
Surplus evaluation is the process to calculate how many units of sales order line items are completed and can be invoiced.
Delivering shipments
When the shipment of component items is recorded in Warehousing, the surplus evaluation is performed and the invoice lines are created for any completed sales order line item.
If, for the relevant sales order type, the Release Sales Orders/Schedules to Invoicing (tdsls4247m000) activity is:
- Automatic, a shipment line is immediately evaluated. Every completed sales order line item can result in a separate invoice line.
- Nonautomatic, when you click the command in the Sales Order Lines (tdsls4101m000) session, multiple shipment lines are combined on one invoice line.
An activity is executed automatically if the Automatic check box is selected for the activity in the Sales Order Types (tdsls0594m000) details session.
Changing component lines
If, in the Sales Order Line Components (tdsls4163m000) session, you manually change the net quantity of a component line, or you terminate or delete a component line, the Modified check box is selected. When you submit the changes, the surplus evaluation is performed.
To submit these changes, click in the Sales Order Lines - Components (tdsls4601m000) session.
Changing BOMs
If you change the sales order line item's bill of material (BOM), and you process these changes, the surplus evaluation is performed.
Invoicing surplus quantity
If you manually change the sales order line components or you change the BOM, components that you shipped already might no longer be used to constitute a complete sales order line item. Partial deliveries and rounding differences can also result in components that cannot be used to complete a sales order line item.
These component deliveries are invoiced as surplus with a delivered quantity of zero for the sales order line.
The Zero Surplus Invoice check box in the Sales Order Parameters (tdsls0100s400) session determines how the surplus quantity is invoiced.