Project pegging in Sales
To identify costs, demand, and supply for a project, you can implement project pegging and specify the items for which project pegging is required. For more information, refer to Project pegging overview.
To use project pegging in combination with costing breaks, you must select the Costing Breaks check box in the Implemented Software Components (tccom0100s000) session. For more information, refer to Costing Breaks.
Project pegging in Sales includes the pegging of project costs for sales order and quotation lines. If project pegging is mandatory for the item on the sales order line or quotation line, a peg must be specified in the Sales Order Lines (tdsls4101m000) and Sales Quotation Lines (tdsls1501m000) sessions. A peg is a combination of project/ budget, project element and/or project activity. For example, if demand is pegged for a sales order line, the goods are sold for and the costs are booked to the project, element, and activity on the sales order line.
The peg is mandatory when planned inventory transactions are generated for the sales order line or quotation line. For sales quotation lines this means the peg is not mandatory if the Probability Percentage is lower than the value specified in the Minimum Probability % for Time Phased Inventory field of the Sales Quotation Parameters (tdsls0100s100) session. However, when you confirm a sales quotation line, the peg is always mandatory.
If an item linked to an opportunity requires a peg, you can specify the peg in the Items by Opportunity (tdsmi1113m000) session. However, using pegs for opportunities is always optional.
When generating a sales quotation line from an opportunity item line, the opportunity's peg is copied to the Budget, Element for Budget, and Activity for Budget fields on the quotation line.
When a sales quotation is processed to a sales order, the peg is copied as follows:
- If the Budget, Element for Budget, Activity for Budget, Project, Element for Project, and Activity for Project fields are specified on a quotation line, the budget related peg fields are ignored and the project peg fields are copied to the sales order line peg fields.
- If only the Budget, Element for Budget, and Activity for Budget fields are specified on a quotation line, these fields are copied to the sales order line peg fields.
- If the Budget field is specified on the quotation header, this budget is copied to the project on the sales order header. However, if one of the quotation lines has a project specified that differs from the quotation line budget, the sales order header project is left empty.
The sales peg is copied to all relevant objects further in the process, such as Warehousing, Invoicing, Procurement, or Job Shop Control. If the target object uses peg distributions, the sales peg is copied to a distribution line.
If project pegging is implemented but a project peg is not mandatory for an item, you can optionally specify a peg.
If a project pegged sales order requires supply from a business unit in a different logistical company, a cost peg supplying relationship must be available to keep track of and link the cost peg data of the demand and the supply business units during planning and transfer. For more information, refer to Using cost peg supplying relationships.