销售报价单参数 (tdsls0100s100)

使用此进程以维护销售报价单参数。

可以使用打印 SLS 参数 (tdsls0400m000) 进程打印和比较参数集。

生效日期

The date and time the parameters are valid. The parameters are valid up to the effective date of a more recent parameter setting.

说明

A user-defined name that identifies the parameter settings.

编号组

The number group that determines which number series are used for sales quotations.

行间距

The step size for the position numbers of sales quotation lines.

有效期

The validity of a quotation in days is calculated from the quotation date, and determines the default expiry date of a quotation.

要求核准

如果选中此复选框， sales quotations must be approved in the sales quotation procedure.

Consequently, you must approve sales quotations:

  • After creation
  • After modification
  • Before printing

如果清除此复选框， the approval process and related functionality is not applicable for sales quotations.

Note: 

To use document authorization workflow approval for sales quotations, this check box must be selected.

价格阶段必填

如果选中此复选框， the price stage must be specified for a sales quotation line.

扩展的服务集成

如果选中此复选框， an extended integration with 服务管理子系统 for after-sales services is available for sales quotations.

Note: 

The extended integration is applicable for a sales quotation, if the 扩展的服务集成 check box is selected in the 销售报价单 (tdsls1600m000) session.

已实施销售报价单存档

如果选中此复选框， the archiving functionality is implemented for the sales quotations, and Infor LN allows you to archive the transactions related to sales quotations.

日志历史记录

如果选中此复选框， quotation history is logged.

Quotation history consists of the following data:

  • Posted quotations

    Each time you add or modify a quotation (line), a record is created that is stored in history.

  • Failed quotations

    Each failed quotation (line) is stored in history.

  • Copied quotations

    Each quotation (line) that is copied to a sales order is stored in history.

Performance aspects

The setting of this field could affect system performance and database growth. 如需更多信息，请参见记录历史记录数据.

已实施历史记录存档

如果选中此复选框， sales quotation history can be archived to an archive company.

You can archive sales quotation history in the 删除销售报价单历史记录 (tdsls1203m000) session.

输入报价单行时检查库存

When you enter a quotation line, inventory availability can be checked.

Note: 

If the 用于销售的 CTP 检查（用于 EP 和 OPS） check box is selected in the 计划参数 (cprpd0100m000) session, but the 输入报价单行时检查库存, 确认报价单时检查库存, and 处理报价单时检查库存 parameters are all set to 否, no ATP/CTP check is executed for sales quotations. The ATP/CTP is checked when a sales order is generated from the quotation.

Performance aspects

The setting of this field could affect system performance and database growth. 如需更多信息，请参见销售报价单的库存检查.

允许值

/baanerp/td/domains/sls.stock

确认报价单时检查库存

When you confirm a quotation, inventory availability can be checked.

Note: 

If the 用于销售的 CTP 检查（用于 EP 和 OPS） check box is selected in the 计划参数 (cprpd0100m000) session, but the 输入报价单行时检查库存, 确认报价单时检查库存, and 处理报价单时检查库存 parameters are all set to 否, no ATP/CTP check is executed for sales quotations. The ATP/CTP is checked when a sales order is generated from the quotation.

Performance aspects

The setting of this field could affect system performance and database growth. 如需更多信息，请参见销售报价单的库存检查.

允许值

/baanerp/td/domains/sls.stock

处理报价单时检查库存

When you copy quotations to sales orders, inventory availability can be checked.

Note: 

If the 用于销售的 CTP 检查（用于 EP 和 OPS） check box is selected in the 计划参数 (cprpd0100m000) session, but the 输入报价单行时检查库存, 确认报价单时检查库存, and 处理报价单时检查库存 parameters are all set to 否, no ATP/CTP check is executed for sales quotations. The ATP/CTP is checked when a sales order is generated from the quotation.

Performance aspects

The setting of this field could affect system performance and database growth. 如需更多信息，请参见销售报价单的库存检查.

允许值

/baanerp/td/domains/sls.stock

库存短缺时仍执行处理

如果选中此复选框， quotations are copied to sales orders, even if an inventory shortage exists.

Note: 
  • If the 扩展的库存检查 and the current check box are selected, when sales quotation lines are converted to sales order lines, the sales quotation line's promising status can be 未接受, 未决, or 例外.
  • If the 扩展的库存检查 is selected and the current check box is cleared, the sales quotation line's promising status must be 已接受 to convert sales quotation lines.
  • If the 扩展的库存检查 is cleared and the current check box is selected, plan items, for which the available-to-promise is insufficient, are not converted if the 用于销售的 CTP 检查（用于 EP 和 OPS） check box is selected in the 计划参数 (cprpd0100m000) session.

扩展的库存检查

如果选中此复选框， an extended check on available inventory for sales quotation lines is performed, which means sales quotation lines receive a quotation promising status based on which delivery of the lines can or cannot be promised to the customer.

Note: 

This check box can only be selected if one or more of the following fields are set to 是 or 分时段:

  • 输入报价单行时检查库存
  • 确认报价单时检查库存
  • 处理报价单时检查库存

分时段补充库存所要求的报价单最小概率百分比

A quotation's minimum success percentage for time-phased inventory movements. Quotation lines (original or alternative lines) with a success percentage that is lower than the value specified in this field are not inserted in the 计划库存事务处理 (whinp1500m000) session.

For quotations that contain both an original line and alternative lines, only one planned inventory transaction can be made. LN does not generate planned inventory transactions for both the original line and alternative lines.

To determine for which line a planned inventory transaction is generated, LN uses the following search logic:

  1. LN searches for an original or alternative line that has the 已确认 status and that has a success percentage that is equal to, or higher than the value entered in this field.
  2. If no 已确认 line can be found, LN checks if the original line has a success percentage that is equal to, or higher than the value entered in this field.
  3. If no original line can be found, LN searches for the alternative line with the highest success percentage that is equal to, or higher than the value entered in this field. If several alternative lines exist with the same success percentage, LN generates a planned inventory transaction for the alternative line with the lowest sequence number.
Note: 

If, for planned items, the 用于销售的 CTP 检查（用于 EP 和 OPS） check box is selected in the 计划参数 (cprpd0100m000) session,  planned inventory transactions are generated when the quotation promising status becomes 已接受 and the expected success percentage is equal or higher than the value entered in this field. If the 已接受 status changes to another status for the line, the planned inventory transactions are reversed.

Performance aspects

The setting of this field could affect system performance and database growth. 如需更多信息，请参见分时段库存移动的最小成功率.

额外副本数

The number of extra quotation copies printed in the 打印销售报价单 (tdsls1401m000) session.

折扣打印方法

You can include the goods amount and the discount on the last line of the quotation.

允许值

/baanerp/td/domains/pur.pram

销售订单

如果选中此复选框， LN checks for existing sales orders for the item and business partner during quotation input. LN displays a message if one exists.

Performance aspects

The setting of this field could affect system performance and database growth. 如需更多信息，请参见销售报价单检查.

销售合同

如果选中此复选框， LN checks for existing sales contractss for the item and business partner during quotation input. LN displays a message if one exists.

Performance aspects

The setting of this field could affect system performance and database growth. 如需更多信息，请参见销售报价单检查.

销售进度计划

如果选中此复选框， LN checks for existing sales schedules for the item and business partner during quotation input. LN displays a message if one exists.

Performance aspects

The setting of this field could affect system performance and database growth. 如需更多信息，请参见销售报价单检查.

默认
页眉值决定报价单行上的默认承运人

如果选中此复选框， the carrier data on the sales quotation line is retrieved based on the carrier details specified on the sales quotation header.

如果清除此复选框， the carrier data on the sales quotation line is retrieved from these sessions, in this order of priority:

  1. 物料销售业务伙伴数据 (tdisa0510m000)
  2. 进货方业务伙伴 (tccom4111s000)
  3. 销售报价单概览 (tdsls1500m000)
Note: 

The details of a carrier are retrieved when a sales quotation line is added or updated.

页眉值决定报价单行上的默认路线

如果选中此复选框， the route data on the sales quotation line is retrieved based on the route details specified on the sales quotation header.

如果清除此复选框， the route data on the sales quotation line is retrieved from these sessions, in this order of priority:

  1. 地址 (tccom4130s000), used to retrieve the address that is linked to the ship-to business partner
  2. 销售报价单概览 (tdsls1500m000)
Note: 

The details of a route are retrieved when a sales quotation line is added or updated.

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