Synchronizing sales order line and delivery lines
A sales order line can have linked delivery lines or backorder lines. A delivery line can also have linked backorder lines. The sales order line holds the aggregated information of the delivery lines/ backorder lines. Another product's external order line can connect to the sales order line and update the sales order line. Changed fields on the sales order line are synchronized with the delivery lines and vice versa.
Fields that trigger the synchronization process
Changes to the following fields on the sales order line and/or delivery line can trigger synchronization:
| Date fields | Quantity fields | Price and discount fields | Amount fields | ||||
|---|---|---|---|---|---|---|---|
| ddta | Planned Delivery Date | qrrq | Ordered Quantity | pric | Price | oamt | Amount |
| prdt | Planned Receipt Date | qidl | Delivered Quantity | disc | Discount Percentage | amld | Total Discount Amount |
| rdta | Release Date | qbbo | Back Order Quantity | ldam | Discount Amount | amod | Order Discount |
| - | - | qicm | Committed Quantity | dmse | Discount Matrix Sequence | damt | Delivered Amount |
| - | - | - | - | dmde | Discount Matrix Definition | fram | Freight Amount |
| - | - | - | - | dmth | Discount Method | - | - |
| - | - | - | - | dmty | Discount Matrix Type | - | - |
| - | - | - | - | cdis | Discount | - | - |
| - | - | - | - | dtrm | Determining | - | - |
| - | - | - | - | elgb | Eligible | - | - |
Date fields
Updating the planned delivery date
You can update the Planned Delivery Date in the Sales Order Lines (tdsls4101m000) session if no delivery lines are linked to it. Otherwise, the Planned Delivery Date is disabled.
You can, however:
- Change the Planned Delivery Date for the linked delivery lines in the Sales Order Planned Delivery Lines (tdsls4101m100) session. A delivery line’s latest planned delivery date is synchronized with the planned delivery date of the sales order line.
- Change the Planned Delivery Date for the sales order header in the Sales Order (tdsls4100m900) session. As a result, LN updates the planned delivery date of all linked sales order lines. However, when LN wants to update a sales order line that has delivery lines linked to it, you are informed that the delivery lines will be removed. If you want to keep the delivery lines, you can reverse the update of the planned delivery date and change the planned delivery date on the delivery line, if required.
You can always update the planned delivery date on the sales order line by means of an external order line. However, if delivery lines are linked to the sales order line, they are removed when an external order line updates the planned delivery date. LN does not inform the external order line on the removal of the delivery lines.
To check if the planned delivery date on the sales order line can be changed, LN verifies whether the CTP Check for Sales check box is selected in the Planning Parameters (cprpd0100m000) session. If this check box is selected, LN checks whether the item is available on the new planned delivery date. If the item is not available for the requested quantity, the planned delivery date cannot be changed. If the item is available, LN then determines if delivery lines exist.
- You can never change an order line’s planned delivery date if a linked delivery line is already delivered. As a result, for all delivery lines, the Delivery Date must be empty in the Sales Order Planned Delivery Lines (tdsls4101m100) session.
- If the new planned delivery date is after the planned receipt date, LN equals the planned receipt date with the planned delivery date. LN does not recalculate the planned receipt date based on the defined lead times. You can recalculate the planned receipt date in the Sales Order Lines (tdsls4101m000) or Sales Order Planned Delivery Lines (tdsls4101m100) session.
- If an external order line changes the planned delivery date but not the price, price fields can be recalculated.
Updating the planned receipt date
You can update the Planned Receipt Date in the Sales Order Lines (tdsls4101m000) session if no delivery lines are linked to it. Otherwise, the Planned Receipt Date is disabled.
You can always update the planned receipt date on the sales order line by means of an external order line. If delivery lines are linked to the sales order line, the planned receipt date on the delivery lines is also updated.
- You can never change an order line’s planned receipt date if a linked delivery line is already delivered. As a result, for all delivery lines, the Delivery Date must be empty in the Sales Order Planned Delivery Lines (tdsls4101m100) session.
- If the new planned receipt date is after the planned delivery date, LN equals the planned delivery date with the planned receipt date. LN does not recalculate the planned delivery date based on the defined lead times. You can recalculate the planned delivery date in the Sales Order Lines (tdsls4101m000) or Sales Order Planned Delivery Lines (tdsls4101m100) session. However, if changing the planned receipt date leads to changing the planned delivery date, LN removes the delivery lines that are linked to an order line.
- If an external order line changes the planned receipt date but not the price, price fields can be recalculated when the planned delivery date is changed.
- A delivery line’s latest planned receipt date is synchronized with the planned receipt date of the sales order line.
Quantity fields
Updating the ordered quantity
If you change the Ordered Quantity in the Sales Order Lines (tdsls4101m000) session, LN removes all linked delivery lines. This applies to delivery lines that are automatically created by the ATP process and to delivery lines that are the result of a manually created delivery schedule. You cannot change the ordered quantity if one of the linked delivery lines is already delivered or is too far in the warehouse process. In this case, you must modify the delivery line’s Ordered Quantity to carry out the order quantity change. If you change the Ordered Quantity on a delivery line, LN preserves the delivery schedule and changes the Ordered Quantity on the order line.
If you change the ordered quantity on an external order line, LN does not inform the external order line on the removal of the linked delivery lines.
- You can create a new delivery schedule in the Sales Order Line (tdsls4101m900) session.
- For backorders, the ordered quantity and amount are not synchronized with the order line. The reason for this is that the (parent) order line or delivery line already accounts for the ordered quantity of the backorder line.
Updating the sales unit
You can update the sales unit of an order line if Warehousing did not yet process a linked delivery line. However, if you update the sales unit of an order line, LN removes the not yet processed delivery lines. You must create new delivery lines for the changed sales unit, if required.
If you change the sales unit on an external order line, LN does not inform the external order line on the removal of the linked delivery lines.
Price and discount fields
Synchronizing price fields
The most important fields for price synchronization are:
- Price
- Discount Amount
- Discount %
When these fields are synchronized, also the following price and discount related fields are synchronized:
- Discount Matrix Definition
- Discount Matrix Sequence
- Discount Method
- Discount
- Discount Matrix Type
- Determining
- Eligible
Updating the price
When an order line is created, the price is determined based on the following:
- The Sales Price Date Type parameter in the Pricing Parameters (tdpcg0100m000) session. This field determines whether the order date, system date, or delivery date must be used to calculate the price.
- The ordered quantity
- The sales unit
When the order line is split into delivery lines, the price that is determined on the order line is the default price for all delivery lines. When you change the planned delivery date (if the Sales Price Date Type parameter is set to Delivery Date), or you change the ordered quantity on a delivery line, LN synchronizes the new values with the order line. When you close the Sales Order Planned Delivery Lines (tdsls4101m100) session, you are asked to recalculate the prices. The prices are recalculated based on the synchronized fields on the sales order line.
Updating the price based on a fixed amount
If the external order line did not set the price or you did not specify a price in the Price field of the Sales Order Lines (tdsls4101m000) session, you must enter an amount in the Amount field of the Sales Order Lines (tdsls4101m000) session. This amount is fixed for the order line. As a result, a price is calculated as a price per sales unit.
When the external order line communicates the amount, also the sales price unit is communicated. As a result, the amount is converted into a price by sales price unit.
LN synchronizes the price that is calculated from the fixed amount, with the delivery lines.
Updating the sales price unit
You can change the sales price unit only by using an external order line. You cannot manually change it. In addition, you cannot change the sales price unit if a final delivery is made for the order line. In other words, the order line and linked delivery lines must not be completely delivered.
Updating the price after delivery
After an order line or delivery line is delivered, you can no longer update the price directly on the line. You can update the price of delivered, not yet invoiced lines in the Change Prices and Discounts after Delivery (tdsls4122m000) or Change Prices and Discounts of Sales Invoice Lines (tdsls4132m000) sessions.
In these sessions, the Apply to other Sequences check box appears. The following applies to this check box:
- If this check box is selected, the modified price or discount that you enter in this session is also updated to the other line sequences of the same order and position. Line sequences that are already released to invoicing are skipped.
- If you update the prices/discounts of an Order Line in the Change Prices and Discounts after Delivery (tdsls4122m000) session, this check box is disabled and selected.
- If you update the prices/discounts of an Order/Delivery Line in the Change Prices and Discounts of Sales Invoice Lines (tdsls4132m000) session and this check box is selected, the price and discount fields of the Backorder lines that are linked to the Order/Delivery Line are also updated. However, if this check box is selected and you update the price/discounts of a Backorder line, LN updates the Backorder lines that are linked to this Backorder, but does not update the (parent) order line or delivery line.
An external order line cannot update the price after delivery.
Promotions
Promotions can offer the customer a premium item or an additional discount.
Premium promotion
If a premium item can be offered, LN creates a new sales order line for the premium item.
Promotional discount
If a promotional discount can be offered on a sales order line with linked delivery lines, LN increases the Total Promotion Discount and decreases the Amount in the Sales Order Lines (tdsls4101m000) session. However, the sales order line cannot be invoiced. The reason for this is that the sales order line is split into several sequences and only the totaled quantities and amounts are visible on the sales order line. No financial or logistic transactions are done for this line. Therefore, the promotional discount is also registered on the linked delivery lines. The promotional discount that is assigned to a delivery line depends on the Ordered Quantity of the delivery line.
LN carries out the following calculation steps to calculate the Amount in the Sales Order Planned Delivery Lines (tdsls4101m100) session:
-
Determine the delivery line’s promotional discount:
(Total Promotion Discount/Amount in the Sales Order Lines (tdsls4101m000) session) * Ordered Quantity in the Sales Order Planned Delivery Lines (tdsls4101m100) session. -
Determine the amount of the delivery line:
Amount of the sales order delivery line - the outcome of step one.
If you create a sales order line through EDI or an external order line, promotions are not automatically applied. In LN, a user must open the sales order line that is created by EDI or by an external application and manually assign the promotion.