Sales Master Data

Sales master data includes mandatory and optional master data functions and features. The mandatory data is required to complete the sales procedures. The optional data can be specified for use in several sales processes.

  • Sales item data

    In Item Base Data, you can specify items and item data on a general level. Before you can complete sales procedures, you must also specify sales-related item data in Item Sales Data.

  • Inventory shortage handling

    You can check available inventory and resolve inventory shortages for sales quotation lines, sales order lines, and sales order component lines.

  • Time-phased inventory check

    With a time-phased inventory check, the availability of sufficient inventory during the item's order lead time can be checked for sales order lines and sales quotation lines. This means that the difference between the inventory on hand and the allocations at that particular moment are ignored. Instead, LN considers the difference between the inventory on hand and all planned inventory transactions during the entire order lead time.

  • Alternative items and replacement items

    If an inventory shortage occurs for an item, you can offer the sold-to business partner an alternative item. If an item is no longer sold, you can replace it with a different item.

  • Selling items from list groups

    You can specify the list group(s) used to find list items when you sell a list item to a sold-to business partner. You can indicate whether the business partner can buy from multiple list groups or only from a default list group.

  • Sales organizational data

    Before you can complete sales procedures, you must specify sales organizational data, such as sales order types that define the mandatory steps in the sales order procedure, sales offices that you can use to create sales contracts, sales orders, sales schedules, and user profiles with user-specific default data.

  • Customer approval

    You can set up customer approval if sold-to business partners must approve the goods that are delivered on a sales order before the goods can be invoiced. The ownership of the goods changes from the supplier to the sold-to business partner when the goods are approved by the sold-to business partner.

  • Flexible sales order processing

    You can automate the processing of sales orders. For each activity that is linked to an order type, you can specify its execution mode: automatic or manual.

  • Multicompany invoice between a purchase office and a sales office

    For a direct delivery, the sales office receives money from the customer and the purchase office pays the supplier for the goods. As a result, the account books of both financial companies show discrepancies. LN can then automatically generate settlements between a purchase office and a sales office that belong to different financial companies and update the account books.

  • Rate determiners

    You can use rate determiners to specify which date is used to determine the exchange rates. Amounts in foreign currencies are converted to the home currency, based on the valid exchange rate.

  • Sales order templates

    You can specify sales order templates for recurring sales orders from the same (group of) business partner(s). You can generate sales orders or sales order lines from an order template.

  • Product catalogs

    You can specify product catalogs to group items into logical product categories. Catalogs can be structured hierarchically and contain, at the lowest levels, items that can be sold or purchased.

  • General sales data

    Before you can complete sales procedures, you must specify general sales data, such as data to track order changes and to determine the reason for the changes, the conditions and reasons for automatically blocking a sales order, and order priority simulations.

  • Additional costs

    You can specify additional costs that can be placed on a sales order or shipment to charge extra costs for an order (line) or shipment (line).

  • Changing orders

    A purchase order of one company is linked to a sales order of another company. Therefore, a change in a purchase order can influence the corresponding sales order, and vice versa. You can specify the handling of change order information.

  • Sales quotations

    Before you can complete the sales quotation procedure, you must specify the sales quotation master data, which includes competitors, the reasons for acceptance or rejection of quotations, and the sales quotation parameters.

  • Sales schedules

    Before you can complete the sales schedule procedure, you must specify the sales schedule master data.

  • Automatic sales schedule processing

    You can automate the processing of sales schedules. For each activity, you specify whether the activity is run automatically or manually.