Backorders (tppdm7100m300)

Use this session to view and modify the back orders for contract deliverables.

You can view the backorder data in this session if the Backorder Present check box in the Contract Deliverables (tppdm7100m100) is selected. A backorder line can be deleted or canceled if the delivery of the backorder item is not required.

You can use the Trade Compliance Information option to add related data to the contract, contract line, and contract deliverable. If specified for the contract line, the information can be copied (synchronized) to all the linked contract deliverables that are subject to trade compliance.

Note:

The Trade Compliance tab is displayed only if:

The Trade Management checkbox is selected in the Implemented Software Components (tccom0100s000) session.
The check boxes in the Bank Guarantee - Beneficiary or Bank Guarantee - Applicant or Letter of Credit field groups are selected for Trade Types Export and/or Domestic Outbound in the Financial Trade Management Parameters (tcgtc9199m000) session.

Field Information

Contract

The code that uniquely identifies the contract linked to the backorder.

Description

The description or name of the code.

Contract Line

The contract line number linked to the backorder.

Description

The description or name of the code.

Deliverable

The contract deliverable line number.

Schedule

The deliverable schedule line number.

Contract Status

The Contract Status.

Contract Line Status

The Contract Status.

Sold-to Business Partner

The sold-to business partner linked to the backorder.

Description

The description or name of the code.

Item Coding System

An external, alternate way of coding items. Coding systems can be general standard systems (such as EAN) or systems that are dependent on a specific business partner.

Alternative Item Code

The alternative item code for the item in the selected item code system.

Type of Deliverable

The Types of Deliverables for the contract deliverable line.

Item

The code of the contract deliverable item linked to the backorder.

Note:

When the value in this field is modified and an end user statement (EUS) is linked to the contract deliverable:

End User Statement compliance check is triggered. Infor LN checks the item based on the validation checks defined by GTC.
The Document Compliance Status field is updated with the validation results.
Incase of any validation error, you can use the Document Compliance Check Results option to view the reason of failure.

Original Ordered Quantity

The quantity of items originally ordered for the contract deliverable.

Unit

The unit used to express the original ordered quantity.

Text

If this check box is selected, a text is present.

Additional Field

The additional information for the deliverable line.

Description

The description or name of the code.

Subject to Trade Compliance

If this check box is selected, global trade compliance is applicable for the item. By default, this check box is selected if the Subject to Trade Compliance check box is selected in the Items (tcibd0501m000) session.

Note: If this check box is cleared, by default, the Document Compliance Status is set to Not Applicable and the Check Document Compliance option is disabled.

Effectivity Unit

The effectivity unit code for the contract deliverable item.

Description

The description or name of the code.

Warehouse

The warehouse to which the backorder deliverables can be shipped.

Description

The description or name of the code.

Lot Selection

The lot selection type applicable to the deliverable line.

Allowed values

Any: The goods to be received or shipped are not subject to specific lot conditions. You can use more than one lot.
Same: You can select any lot for receipt or shipment, but the entire receipt or shipment must have the same lot.
Specific: You can receive or ship only one, specific lot.
Not Applicable: Lot selection is not applicable for the item.

Lot Selection

The lot number.

Serial Selection

The method to determine whether serial selection is applied to the deliverable line.

Allowed values

Any: The goods to be received or shipped are not subject to specific serial numbers. You can use any serialized item.
Specific: You can receive or ship only a specific serialized item.
Not Applicable: Serial selection is not applicable for the item.

Serial Selection

The serial number of the item.

Status

The status of the deliverable line.

Allowed values

Free: The deliverable line is created but not executed yet. Changes are possible.
Active: The deliverable is released for planning. You can set the status to Active if the work authorization status of the related element or activity is Released.
Released to Warehousing: A warehouse order is created for the deliverable line. You can set the status of the deliverable to Released to Warehousing if the contract line is Active.
Delivered: The deliverable item is delivered to the business partner.
Closed: All the financial transactions for the deliverable line are closed.
Canceled: The deliverable line is canceled, if the contract line is canceled.

Document Compliance Status

The global trade compliance status.

Default value

To be Validated: The document compliance check is to be performed.
Validating: The document compliance check is successful, but pending approval.
Validation Error: The document compliance check failed, correction and new validation is required.
Validated: The document compliance check is successful, or failed but overruled by an authorized user.
Not Applicable: Document compliance checks are not required.

Compliance Failure for

The GTC compliance source for which document compliance check fails. In case, if the document compliance check fails for more than one reason, Infor LN displays only the first reason for which the check fails.

Allowed values

Not Applicable
Trade Compliance
Embargo
Boycott
Letter of Credit
Bank Guarantee - Beneficiary
Bank Guarantee - Applicant

Note:

This field is displayed and applicable only if:

The Trade Management check box is selected in the Implemented Software Components (tccom0100s000) session.
Any one or both of the below parameter is selected:
- The check boxes in the Bank Guarantee - Beneficiary or Bank Guarantee - Applicant or Letter of Credit field groups are selected for Trade Types Export or Domestic Outbound or both in the Financial Trade Management Parameters (tcgtc9199m000) session.
- These check boxes are selected in the Trade Management Parameters (tcgtc0100m000) session:
  - The Boycotts
  - The Export check box in the Trade Compliance field group
  - The Export or Import or both check boxes in the Embargoes field group.

Contract Delivery Date

The date requested by the sold-to business partner to deliver the contract. LN defaults the value from the Contract Lines (tpctm1110m000) session.

Confirmed Delivery Date

The date confirmed by the sold-to business partner for delivering the contract.

Planned Delivery Date

The date when the items are planned to be delivered.

Planned Receipt Date

The planned date when the deliverables must be received.

Backorder

If this check box is selected, a back order is linked to the contract deliverable.

Ordered Quantity

The ordered quantity of the deliverable item.

Unit

The unit of measure used to express the ordered quantity.

Delivered Quantity

The quantity of the items delivered to the sold-to business partner.

Unit

The unit of measure in which the delivered quantity is expressed.

Accepted Quantity

The quantity of items accepted by the sold-to business partner.

Backorder Quantity

The backorder quantity of deliverable items.

The backorder quantity can be calculated as:

Backorder Quantity = Ordered Quantity - Delivered Quantity

If the deliverable is linked to a schedule line, LN displays the total backorder quantity of all deliverable lines with status set to Active, for the contract.

Unit

The unit of measure in which the backorder quantity is expressed.

Currency

The currency used to express the amounts for the deliverable line.

Description

The description or name of the code.

Sales Price

The default sales price per unit of the deliverable item. It can be changed manually.

Price Origin

The origin of the sales price. This is a display field.

This field can have the following values

Item Sales Data: The sales price originates from the Items - Sales (tdisa0501m000) session.
Default Price Book: The sales price originates from the default sales price book entered in the Price Books (tdpcg0111m000) field of the Pricing Parameters (tdpcg0100m000) session.
Manual: The sales price is entered manually.
Contract: The sales price originates from a sales contract.
Price Structure: The sales price originates from a price book linked to the Pricing Control (PCG) matrix of the price matrix type.
External: The price originates from an external package.
Product Variant: The price originates from the Product Configuration module.

Amount

The total sales amount for the deliverable items.

Customs Value

The amount defined as the customs value. The default value is the sales price defined for the deliverable. LN defaults this amount to Warehousing when the sales order is released to Warehousing .

Price Stage

The code and description of the price stage.

Ship-to Business Partner

The ship-to business partner for the contract deliverable.

Description

The description or name of the code.

Ship-to Address

The address of the ship-to business partner.

Ship-to Address

The description or name of the code.

Delivery Point

The delivery point for the contract deliverable.

Description

The description or name of the code.

Ship-to Contact

The contact of the ship-to business partner.

Description

The description or name of the code.

Shipping Constraint

The shipping constraints specified on the deliverable lines.

Allowed values

None: No shipping constraint applies.
Ship Line Complete: The total quantity of the line must be shipped as one single shipment.
Ship Line & Cancel: If sufficient inventory exists, the deliverable line is shipped completely. If insufficient inventory exists, a back order is not created but the order for the remaining quantity is canceled. LN links a predefined cancel reason to the order line.

Unit Binding

If this check box is selected, LN can force the WMS to ship specific units.

Delivery Terms

The delivery terms for the contract deliverable.

Description

The description or name of the code.

Point of Title Passage

The point of title passage for the contract deliverable.

Description

The description or name of the code.

Route

The route linked to the contract deliverable.

Description

The description or name of the code.

Carrier/LSP

The carrier / LSP for the contract deliverable.

Description

The description or name of the code.

Carrier / LSP Binding

If this check box is selected, carrier / LSP binding is applicable for the contract deliverable.

Freight Service Level

The freight service level for the contract deliverable, defined in the Freight Service Levels (tcmcs0175m000) session.

Description

The description or name of the code.

Warehouse Order

The warehouse order number generated based on the Default Order Types by Origin (whinh0120m000) for the deliverable line. LN does not run the Project Requirement Planning (PRP) engine for contract deliverables.

Position Number

The position number of the warehouse order line.

Sequence Number

The sequence number of the warehouse order line.

Project

The code that identifies the project linked to the contract deliverable line.

Note:

You cannot modify this value if an end user statement (EUS) is directly linked to the contract deliverable.
When this value is modified, Infor LN checks if the contract deliverable is linked to a schedule line. If linked, updates the modified value to the schedule line. This is applicable only if the contract deliverable or the schedule line is not linked to any end user statement. In case an end user statement is linked, Infor LN displays a message prompting the user to revert the value.

Description

The description or name of the code.

Project Status

The Project Status for the contract deliverable line.

Element

The project element linked to the contract deliverable line.

Note:

You cannot modify this value if an end user statement (EUS) is directly linked to the contract deliverable.
When this value is modified, Infor LN checks if the contract deliverable is linked to a schedule line. If linked, updates the modified value to the schedule line. This is applicable only if the contract deliverable or the schedule line is not linked to any end user statement. In case an end user statement is linked, Infor LN displays a message prompting the user to revert the value.

Description

The description or name of the code.

Plan

The project plan linked to the contract deliverable line.

Activity

The project activity linked to the contract deliverable line.

Note:

You cannot modify this value if an end user statement (EUS) is directly linked to the contract deliverable.
When this value is modified, Infor LN checks if the contract deliverable is linked to a schedule line. If linked, updates the modified value to the schedule line. This is applicable only if the contract deliverable or the schedule line is not linked to any end user statement. In case an end user statement is linked, Infor LN displays a message prompting the user to revert the value.

Description

The description or name of the code.

Milestone

The project milestone to the contract deliverable line.

Description

The description or name of the code.

Cost Component

The cost component linked to the contract deliverable line.

Note: You can only specify a cost component for which the Component Type is set to Detail or Collect in the Cost Components (tcmcs0148m000) session.

Description

The description or name of the code.

Cost Pegged

If this check box is selected, the contract deliverable item is cost pegged.

Item Picture

The picture of the item.

Text

The additional text related to the deliverable line.

Created by

The code that identifies the user who created the backorder line.

Description

The description or name of the code.

Creation Date

The date when the backorder line was created.

Last Modified by

The user who last modified the backorder line.

Description

The description or name of the code.

Last Modified on

The date when the backorder line was last modified.

Tax Classification

The tax classification for the contract deliverable line, defined in the Tax Classifications (tctax0116m000) session.

Exempt

If this check box is selected, the tax code represents tax exemption.

Tax Country

The tax country for the contract deliverable line.

Tax State/Province

The state/province of the tax country for which the tax and registration data is displayed.

Tax Code

The tax code for the contract deliverable line, defined in the Tax Codes by Country (tcmcs0536m000) session.

Own Tax Number

The tax number allotted by the government.

Legal Name

The name linked to the registration ID which can be used on the legal reports.

Exemption Certificate

The tax exemption certificate number if tax is exempted on the deliverable line

Note:

You can enter the tax exemption certificate number if the Exempt checkbox is selected.

Exemption Reason

The code that identifies the reason if tax is exempted on the deliverable line.

Note:

You can enter the tax exemption reason if the Exempt checkbox is selected.

Tax and Registration Data Complete

Indicates whether the tax and registration data generation process is completed for the backorder of the contract deliverable line.

BP Tax Country

The tax country of the sold-to business partner for the contract deliverable line.

Tax State/Province

The code of the state/province to which the sold-to business partner is linked.

BP Tax Number

The tax number allotted by the government to the sold-to business partner.

Legal Name

The name linked to the registration ID of the sold-to business partner that can be used on the legal reports.

Conformance Documentation

If this check box is selected,, LN indicates that a conformance document is registered in the Conformance Documentation Register (qmptc1150m000) session, for the contract deliverable. The document lists conformance related details such as the lot and serial number of the source order that is linked to the inspection order.

Conformance Reporting

The conformance reporting code associated with a conformance document set, or conformance documents.

Note:

This field is visible only if the Quality Management (QM) check box is selected in the Implemented Software Components (tccom0500m000) session.
This field is only applicable for Item of the Type of Deliverable, Hardware and the contract deliverables that are not return orders.
This field is defaulted from the originating contract deliverable.
This field can be modified, only if the Conformance Documentation is not registered in the Conformance Documentation Register (qmptc1150m000) session, and as long as the existing logic for maintaining Warehouse related fields (like item) are allowed to be modified.

Unprocessed After Sales Service

If this check box is selected, Infor LN indicates if After Sales Service Lines (tstdm5101m000) exist with the Status set to Delivered and are linked to the contract deliverable.

Process After Sales Service Automatically

If this check box is selected, Infor LN processes an After Sales Service line linked to the Contract Deliverable when the shipment of the deliverable is confirmed. If this check box is cleared,, you can use the After Sales Service (tstdm5600m000) session to process the After Sales Service Line(s) manually.

Trade Compliance

Trade Type

Indicates the type of trade linked to the deliverable. The trade type is associated with the GTC categories such as letter of credit, bank guarantee - beneficiary and bank guarantee - applicant.

Allowed values

Export
Import
Domestic Outbound
Domestic Inbound
Other

Note: This value is defaulted from the Trade Type field in the Contract Deliverables (tppdm7100m100) session.

Subject to Trade Compliance

Indicates if the global trade compliance is applicable for the item.

Note: This field is displayed only if the Link License to Document check box is selected in the Trade Management Parameters (tcgtc0100m000) session.

End User Statement ID

The document ID of the end user statement (EUS) linked to the contract deliverable back orders.

Note:

This field is displayed only if the End User Statements check box is selected in the Trade Management Parameters (tcgtc0100m000) session.
You cannot modify this value.

End User Line

The line number of the end user statement (EUS).

Note:

This field is displayed only if the End User Statements check box is selected in the Trade Management Parameters (tcgtc0100m000) session.
You cannot modify this value.

End User Statement Required

Indicates if the item linked to the contract deliverable schedule, requires an end user statement.

Note:

This check box is displayed only if the End User Statements check box is selected in the Trade Management Parameters (tcgtc0100m000) session.
This check box is applicable for licence tracked items.
You cannot modify this value.

License ID

The identification number of the trade compliance licence that is hard linked to the contract deliverable back orders.

Note:

This field is displayed only if the Link License to Document check box is selected in the Trade Management Parameters (tcgtc0100m000) session.
You cannot modify this value.
If an end user statement exist and linked to the contract deliverable, the licence ID for the item is linked to the end user statement. Else, directly linked to the contract deliverable.

Licence Item Line

The item line number of the trade compliance license that is linked to the contract deliverable.

Note:

This field is displayed only if the Link License to Document check box is selected in the Trade Management Parameters (tcgtc0100m000) session.
The field is applicable only if the contract deliverable back order is linked to a trade compliance license that supports more than one Item.
If an end user statement exist and linked to the contract deliverable, the item line number is linked to the end user statement. Else, directly linked to the contract deliverable.

Exception Present

Indicates if an exception is linked to the contract deliverable back order in the global trade compliance.

Note:

This field is displayed only if the Link License to Document check box is selected in the Trade Management Parameters (tcgtc0100m000) session.
This field is applicable for trade compliance licence that is linked to the contract deliverable.
You can maintain the document exception for each trade type using these sessions:
- Export Document Exceptions (tcgtc0130m000)
- Domestic Outbound Document Exceptions (tcgtc0130m200)

Letter of Credit Required

If this check box is selected, a valid letter of credit (L/C) must be linked to the contract deliverable using the Link Letter of Credit option from the Actions menu.

Note: This value is defaulted from the Letter of Credit Required field in the Contract Deliverables (tppdm7100m100) session.

Letter of Credit ID

The identification number of the letter of credit (L/C).

Note: This value is defaulted from the Letter of Credit ID field in the Contract Deliverables (tppdm7100m100) session.

Bank Guarantee - Beneficiary Required

If this check box is selected, a bank guarantee as beneficiary must be linked to the contract deliverable.

Note: This value is defaulted from the Bank Guarantee - Beneficiary Required field in the Contract Deliverables (tppdm7100m100) session.

Bank Guarantee ID

The identification number of the bank guarantee as beneficiary.

Note: This value is defaulted from the Bank Guarantee ID field in the Contract Deliverables (tppdm7100m100) session.

Multi Bank Guarantees

Indicates if multiple bank guarantee as beneficiary are linked to the contract deliverable

Note: This value is defaulted from the Multi Bank Guarantees field in the Contract Deliverables (tppdm7100m100) session.

Bank Guarantee - Applicant Required

If this check box is selected, a bank guarantee as applicant must be linked to the contract deliverable

Note: This value is defaulted from the Bank Guarantee - Applicant Required field in the Contract Deliverables (tppdm7100m100) session.

Bank Guarantee ID

The identification number of the bank guarantee as applicant.

Note: This value is defaulted from the Bank Guarantee ID field in the Contract Deliverables (tppdm7100m100) session.

Multi Bank Guarantees

Indicates if multiple bank guarantee as applicant are linked to the contract deliverable.

Note: This value is defaulted from the Multi Bank Guarantees field in the Contract Deliverables (tppdm7100m100) session.