Product variants in Sales
In Sales, you can generate product variants for configurable items, which are items that have the Configurable check box selected in the Items (tcibd0501m000) session.
In the Items (tcibd0501m000) session, Manufactured, Purchased, or Product items with the Default Supply Source set to Assembly and Generic items, are always configurable.
For items with the default supply source set to Assembly in the Items (tcibd0501m000) session, the following are applicable:
- If the Sell Multiples of Same Configuration check box is cleared in the Assembly Planning Parameters (tiapl0500m000) session, the order quantity is limited to one on a sales order line. Only if the Sell Multiples of Same Configuration check box is selected in the Assembly Planning Parameters (tiapl0500m000) session, you can enter an item with an order quantity greater than one and sell multiples of the same assembly product variant, which results in several assembly orders linked to one sales order line. To identify the product variant, the various assembly orders and the sales order line have the same specification. These items are also called assembly items. For more information, refer to Selling multiples of product variants for assembly and Assembly items.
- The Configurator check box in the Assembly Planning Parameters (tiapl0500m000) session determines whether you must configure the item in Product Configuration or whether LN automatically generates a product variant for the item in the Product Variants - Inventory (Assembly) (tiapl3600m000) session.
Linking product variants
If the item is a configurable item, you can choose to immediately configure the item at line entry in the Sales Order Lines (tdsls4101m000) and Sales Quotation Lines (tdsls1501m000) sessions. If you want to configure the product variant after the sales line is saved, on the appropriate menu, click to configure the product variant from the Product Configurator (tipcf5120m000) session.
You can also choose to link an existing product variant in the Product Variant field of the Sales Order Lines (tdsls4101m000) and Sales Quotation Lines (tdsls1501m000) sessions.
Product variants can be configured or selected here:
Default Supply Source | Item on sales order/quotation | Configure by PCF parameter | Configure product variant | Select product variant from session: |
---|---|---|---|---|
Job Shop | Generic | Not applicable | Product Configurator (tipcf5120m000) | Product Variants (tipcf5501m000) |
Assembly | Generic | Selected | Product Configurator (tipcf5120m000) | Product Variants - Inventory (Assembly) (tiapl3600m000) |
Assembly | Generic | Cleared | Not applicable | Product Variants - Inventory (Assembly) (tiapl3600m000) |
Assembly | Manufactured/Purchased/Product | Selected | Product Configurator (tipcf5120m000) | Product Variants - Inventory (Assembly) (tiapl3600m000) |
Assembly | Manufactured/Purchased/Product | Cleared | Not applicable | Product Variants - Inventory (Assembly) (tiapl3600m000) |
Reusing product variants
On different sales order/quotation lines of the same sales order or quotation, a specific product variant can be used multiple times.
This functionality can only be used if the following settings are applicable:
- The Identifying Item Code check box is selected in the Product Configuration Parameters (tipcf0100m000) session.
- The Equate Project (PCS) with Sales Order check box is selected when generating a project structure for the configured item in the Generate (Project PCS) Structure for Sales Orders (tdsls4244m000) session.
- The Allow reuse of Configurations check box is selected in the Product Configuration Parameters (tipcf0100m000) session.
Example
Generic item | Feature | Options |
---|---|---|
100: Chair X | Color | 1: Red |
2: Blue | ||
Height | 1: A | |
2: B |
Sales order/quotation after the configuration is saved:
Order | Position | Item | Description | Variant | Options chosen |
---|---|---|---|---|---|
123 | 5 | Text | Classroom 1a | - | - |
10 | 100 | Chair X | 10 | Color Red, Height A | |
15 | 100 | Chair X | 11 | Color Red, Height B | |
20 | Text | Classroom 1b | - | - | |
25 | 100 | Chair X | 10 | Color Red, Height A | |
30 | 100 | Chair X | 11 | Color Red, Height B |
Sales order/quotation after the project structure is generated in the Generate (Project PCS) Structure for Sales Orders (tdsls4244m000) session:
Order | Position | Item | Description | Variant | Options chosen |
---|---|---|---|---|---|
5 | Text | Classroom 1a | - | - | |
123 | 10 | 100-1-A | Chair X, Color Red, Height A | 10 | Color Red, Height A |
15 | 100-1-B | Chair X, Color Red, Height B | 11 | Color Red, Height B | |
20 | Text | Classroom 1b | - | - | |
25 | 100-1-A | Chair X, Color Red, Height A | 10 | Color Red, Height A | |
30 | 100-1-B | Chair X, Color Red, Height B | 11 | Color Red, Height B |
Checks applied in the example
- After configuration of order line 15, the same item is found on line 10. The new item code of position 10 (123/100-1-A) and the item code of line 15 (123/100-1-B) are different. Therefore, order line 15 is accepted.
- After configuration of order line 25, the same item with the same options is found on line 10. The new item code of position 10 and the item code of line 25 are the same: 123/100-1-A. Order line 25 can only be accepted if the Allow reuse of Configurations check box is selected.
- In the example, the settings from this session are used: the selected options are part of the generated item code. If you select another option, a different customized item code is generated.
- If the settings for data generation are not specified in the Generic Item - Settings for Data Generation (tipcf3101m000) session, the customized item code is based on order number – item code, that is 123-100. In this case, position 15 would have resulted in an error message: the customized item code is the same as position 10 but the options are different.
Updating sales order lines and sales quotation lines
When you insert an existing product variant on the sales order/quotation line, these fields are updated on the sales order/quotation line:
Effectivity Unit | For items with the Default Supply Source set to Assembly and an effectivity unit linked to the product variant in Assembly Planning. |
Warehouse | For Manufactured, Purchased, or Product items with the Default Supply Source set to Assembly. |
Work Center | For Generic items with the Default Supply Source set to Assembly. |
Price | - |
Serial Number | Is updated when the linked assembly order is sequenced. The sales order cannot be released to Warehousing without this number. |
Standard Cost |
Is updated after you do one of the following:
|
Updating product variants
When you change the Planned Delivery Date or the Order Date/ Quotation Date on the sales order/quotation line, the following fields are updated on the linked product variant:
Changed field on sales order/quotation line | Updated field on product variant | Update restrictions |
---|---|---|
Planned Delivery Date | Requested Offline Date | None |
Planned Delivery Date | Planned Offline Date |
|
Planned Delivery Date | Configuration Date |
|
Order Date/ Quotation Date | Configuration Date |
|
Unlinking product variants
On the sales order/quotation line, you can unlink a product variant.
Unlinking does not remove the product variant, but removes only the reference to the sales order or quotation on the product variant and on the assembly order, if applicable. In the Product Variants (Assembly) (tiapl3500m000) and Product Variants (tipcf5501m000) sessions, the Reference Type remains Sales Order, Sales Quotation, or Standard Variant.
The unlinked product variant can be reused by another sales order/quotation.
For items with the Default Supply Source set to Assembly, the following are applicable:
- In the Assembly Planning Parameters (tiapl0100s000) session, the Allow Assembly Orders for unsold Product Variants check box determines when you can unlink product variants.
- If the item is rejected during warehouse inspection, the product variant status changes to Canceled. You can then cancel the linked sales order line or remove the product variant from the sales order line. If required, you can link another product variant.