Items - Sales (tdisa0501m000)

Use this session to view and maintain sales related data by item.

In this session, you can only maintain and display sales related data by item. This data is linked to an already defined item in the Items (tcibd0501m000) session.

In the details session, you can maintain the following sales-related item data:

  • Ordering data
  • Pricing data
  • Data regarding over deliveries

Field Information

Item

item

Note: 

In this field, you cannot enter a list item of the type Kit if the following conditions apply:

  • The Return Components check box is selected.
  • The warehouse is WMS controlled, and the Inbound BOM/List Items check box is cleared for the warehouse in the WMS Interface Parameters (whwmd2105m000) session.

If the warehouse is WMS controlled, and the Outbound BOM/List Items check box is cleared for the warehouse in the WMS Interface Parameters (whwmd2105m000) session, you cannot enter a list item in this field.

Actual Supply Source

The supply source that is valid at the current date and time.

Note: Most of the time, this field is equal to the Item Type field of the Items (tcibd0501m000) session. However, this field can have a different value if the supply source is temporarily changed in the Date-Effective Supply Source (tcibd0510m000) session.

Item Type

item type

Default value

This field is defaulted from the Item Type field in the Items (tcibd0501m000) session.

Search Key I

search key

Subject to Trade Compliance

If this check box is selected, global trade compliance applies to the item.

Note: This field is available only if the Export check box is selected in the Trade Management Parameters (tcgtc0100m000) session.

Inventory on Hand

inventory on hand

Margin %

The item's gross margin, expressed as a percentage.

Margin % = sales price - standard cost / sales price or standard cost ¹
  • The sales price is retrieved from the Items - Sales (tdisa0501m000) session.
  • The standard cost is retrieved from the Item - Costing (ticpr0107m000) session.

¹ This depends on the setting of the Base Price for Gross Profit Calculation field in the Sales Order Parameters (tdsls0100s400) session.

Item Signal

signal

Alternative Item

If this check box is selected, an alternative item is available for the Item.

Note: From the appropriate menu, click Alternative Items to start the Alternative Items (tcibd0505m000) session in which you can view the original item's alternative item(s).

Sales Unit

sales unit

If you enter an item, LN enters the default sales unit for this particular item. This unit can be equal to the inventory unit. If the sales unit is not equal to the inventory unit, you can specify the sales unit in the Units by Unit Set (tcmcs0112m000) session.

Commitment Policy

Specify for each item if and when you want to commit the ordered quantity automatically.

Note: You can change the commitment policy as long as no commitments are made for the item in the Inventory Commitments (whinp2100m000) session.

Allowed values

No

The ordered quantity is not committed.

Order Line Entry

The ordered quantity is automatically committed during order (component) line entry.

Inventory commitments can also be manually created or in a batch.

Batch

The ordered quantity is committed by using the Generate Inventory Commitments (whinp2200m000) session.

Inventory commitments can also be manually created.

Manual

The ordered quantity must be manually committed.

Minimum Quantity to Commit

The minimum quantity that must be committed in case of a partial allocation.

If both the Minimum Quantity to Commit and the Minimum Rate for Commitment fields have significant values, the quantity to be committed is checked against both fields. LN uses whichever number is higher.

Note: 
  • The value of the Minimum Quantity to Commit field is 5.
  • The value of the Minimum Rate for Commitment is 10%.

For an order of 100, the minimum quantity is 5 and the minimum rate (converted to a quantity) is 10. This results in a minimum commitment of 10 for a partial allocation. For an order of 20, the minimum quantity is still 5, but the minimum rate (converted to a quantity) is 2. In this case, the minimum commitment quantity is 5 for a partial allocation.

Inventory Unit

The inventory unit in which the item inventory data is recorded.

Minimum Rate for Commitment

The minimum rate that must be delivered in case of a partial allocation.

If both the Minimum Quantity to Commit and the Minimum Rate for Commitment fields have significant values, the quantity to be committed is checked against both fields. LN uses whichever number is higher.

Note: 
  • The value of the Minimum Quantity to Commit field is 5.
  • The value of the Minimum Rate for Commitment is 10%.

For an order of 100, the minimum quantity is 5 and the minimum rate (converted to a quantity) is 10. This results in a minimum commitment of 10 for a partial allocation. For an order of 20, the minimum quantity is still 5, but the minimum rate (converted to a quantity) is 2. In this case, the minimum commitment quantity is 5 for a partial allocation.

Minimum Order Quantity

The minimum order quantity, expressed in the inventory unit.

This is the default quantity for the Ordered Quantity field in the applicable sales document. If you use order quantities lower than the value specified in this field, a warning message is displayed.

Direct Delivery from Quantity

The order quantity from which a direct delivery is preferred.

If the order quantity on the sales order line, delivery line, or the sales quotation line is equal to or greater than the quantity specified in this field, LN automatically sets the Delivery Type field to Direct Delivery in the Sales Order Lines (tdsls4101m000) session, and the Sales Order Planned Delivery Lines (tdsls4101m100) session, or selects the Direct Delivery check box in the Sales Quotation Lines (tdsls1501m000) session.

Buy-from Business Partner

The buy-from business partner for direct deliveries.

Ship-from Business Partner

The ship-from business partner for direct deliveries.

Release to Warehousing

If this check box is selected, the issue of the item is carried out in Warehousing .

If this check box is cleared, the issue of the item is carried out in the Sales Control module.

Note: 
  • If the sales item is a physical item, this check box is selected and disabled, because physical items must always be released to Warehousing . Physical items are all items except items of type Cost, Service, Equipment, and Subcontracted Service.
  • If the sales item is a cost item, service item, or a generic item, this check box is enabled. So, you can decide per item whether it is released to Warehousing .
  • If the sales item is a Subcontracted Service item, an Equipment item, or a list item of the type menu or option, this check box is always cleared and disabled.
  • This check box is used to determine whether the Warehouse field in the Sales Order Lines (tdsls4101m000) session can be left empty.
Warehouse

The warehouse where the sales item is stored.

Component Handling

Specify how components are handled if the sales item is a component.

Note: This field can be specified only if the Extended Kit Handling Implemented check box is selected in the Sales Order Parameters (tdsls0100s400) or Sales Offices (tdsls0512m000) session and the Item Type is Purchased, Manufactured, Product, or Generic (with the default supply source set to Job Shop in the Items (tcibd0501m000) session).

Allowed values

Sales BOM

Components are handled using a sales BOM.

Component Lines

Components are handled using component lines.

Shipping Constraint

The conditions related to the shipment of goods for this sales item.

Allowed values

None

There is no shipping constraint. LN handles the orders based on the available inventory. Sufficient inventory results in a complete shipment. Insufficient inventory results in a back order.

Ship Order Complete

The total order must be shipped in a single shipment. As a result, LN does not allow partial deliveries. Lack of inventory results in the postponement of shipment of the order.

Ship Set Complete

All the order lines with the following common delivery criteria must be shipped in a single shipment:

  • Delivery date.
  • Carrier.
  • Warehouse.
  • Ship-to business partner.
  • Ship-to address.

LN assigns the same set number to these order lines. Other order lines can be shipped separately.

Ship Line Complete

Each order line must be delivered as a whole. LN assigns a unique set number to each order line. Lack of inventory results in the postponement of shipment of the order line.

Ship Line & Cancel

The available inventory is shipped. If sufficient inventory exists, this results in a complete shipment. Lack of inventory does not result in a back order but in cancellation of the order for the remaining quantity. LN enters a predefined cancel reason to the order line. This cancel reason is defined in the Pre-Defined Cancellation Reason for Ship/Cancels field of the Sales Order Parameters (tdsls0100s400) session.

Ship Kit Complete

A main item must be delivered as a whole. LN assigns a unique set number to the component lines that constitute a main item and that must be shipped in one set. Lack of inventory results in back order for the main item, which must also be delivered as a whole.

Not Applicable

No shipping constraint is defined at this level.

Conformance Reporting

The conformance reporting code linked to the item.

Logistic Company

The source logistic company code.

Site

site

Description

The description or name of the code.

Item Sales Text

If this check box is selected, item sales text exists.

Choose Text Editor to create, copy, select, or view the text.

Accessories Allowed

If this check box is selected, accessories are defined for this item.

Return Components

If this check box is selected, components of a kit can be returned separately.

Note: This check box is only used if the order is a return order.
Item applicable for Retro-Billing

Indicates if retro-billing is applicable for the item.

Note: 
  • This field is displayed only if the Retro-Billing check box is selected in the Sales Order Parameters (tdsls0100s400) session.
  • This setting is defaulted from the Item Sales Defaults (tdisa0502m000) session.
Net Change

If this check box is selected, LN indicates that there is a net change to the demand, supply order or to the inventory level.

Note: This check box is displayed only if the Extended Inventory Check is selected in the Sales Quotation Parameters (tdsls0100s100) session.
Net Change Date

The net change date when modifications are made to the item's inventory

Sales Currency

The currency in which the Sales Price, Material Price and the Suggested Retail Price are expressed for the Item.

Note: 
  • This field is enabled only if the Item Type field is set to a value other than Equipment and Subcontracted Service.
  • LN defaults this value from the Item Sales Defaults (tdisa0102s000) session. If a value is not defined in this session, LN defaults this value from the Companies (tcemm1170m000) session, based on the specified Logistic Company.
  • If an assembly item is specified, you cannot modify this value.
Sales Price Unit

The unit on which the sales price is based.

If you enter an item, LN fills in the default sales unit for the item. This unit can be equal to the inventory unit.

If the sales unit is not equal to the inventory unit, you can record the sales unit in the Units by Unit Set (tcmcs0112m000) session.

Sales Price

The item's sales price, expressed in the reference currency.

Note: For items with item material content this price can include the total material base price for the item.

Sales Price

reference currency

Material Price

The total material base price for the item, expressed in the reference currency.

This total material base price is retrieved as follows:

  1. The item material content is retrieved from the Item Material Content (tcmpr0120m000) session for the current date.
  2. For each material, the base price is retrieved from the Materials (tcmpr0110m000) session.
  3. A material price is calculated using the content quantity and unit, quantity factor, billable quantity factor, and base price by material.
  4. The material prices are converted to the reference currency and are added together in a total material base price.
Note: 
  • This field is visible only if the Material Pricing check box is selected in the Implemented Software Components (tccom0500m000) session and the Material Pricing in Sales check box is selected in the Material Price Parameters (tcmpr0100m000) session.
  • This field is applicable for Purchased, Manufactured, or Product items.
  • This field is used for information purposes only.

Sales Price Group

A group of items with corresponding price and discount agreements.

Note: 
  • If you enter an item, LN fills in the sales price for that particular item.
  • You can predefine price groups in the Price Groups (tcmcs0124m000) session.
Sales Statistics Group

Classify the item in a statistics group to make statistical reports.

Note: 
  • You can use the Sales Statistics Group field as a selection criterion in various sessions of the Statistics module.
  • You can predefine this statistics group in the Statistical Groups (tcmcs0144m000) session.

Last Sales Price Transaction Date

The last date on which the sales price of the item was changed.

Suggested Retail Price

suggested retail price

Upper Margin

upper margin

Lower Margin

lower margin

Sales Commission Group

commission group

Sales Rebate group

rebate group

Tax Code

tax code

Note: 

This tax code is used if an item is entered in:

  • A sales quotation.
  • A sales contract.
  • A sales order.
Allow Overdeliveries

If this check box is selected, Warehousing is allowed to ship an over delivery for the item.

Tolerance Type

This field indicates if the tolerance for the over delivery is expressed either as a percentage or a quantity.

You have the following options:

  • Percentage

    The tolerance is represented as a percentage of the order quantity.

  • Quantity

    The tolerance is a fixed quantity.

  • No

    No tolerance type is applicable, because the Allow Overdeliveries check box is cleared.
Action

The way in which LN must handle the outbound order line if a shipment does not meet the quantity tolerances.

You have the following options:

  • Warn

    If the maximum tolerance is exceeded, LN gives a warning message to Warehousing .

  • Block

    If the maximum tolerance is exceeded, LN blocks the shipment in Warehousing .

  • No

    LN does not take any action.
Maximum Tolerance

The quantity or percentage the shipped quantity is allowed to exceed the ordered quantity.

LN uses this field to determine the default value of the Maximum Quantity Tolerance field in the Warehousing Orders (whinh2100m000) session and the Allowed Overdelivery Quantity field in the Outbound Order Lines (whinh2120m000) session.

  • Percentage

    If the Tolerance Type field is Percentage, you can specify a maximum of 999.99 in this field.

    If you release a sales order or sales schedule to Warehousing , the following occurs:

    • LN defaults the percentage you specified in this field to the Maximum Quantity Tolerance field of the Warehousing Orders (whinh2100m000) session.
    • LN calculates the quantity that is allowed for an over delivery and enters this quantity in the Allowed Overdelivery Quantity field of the Outbound Order Lines (whinh2120m000) session.

  • Quantity

    If the Tolerance Type field is Quantity and a sales order or sales schedule is released to Warehousing , the following occurs:

    • LN sets the value of the Maximum Quantity Tolerance field in the Warehousing Orders (whinh2100m000) session to zero.
    • LN defaults the quantity you entered in this field to the Allowed Overdelivery Quantity field of the Outbound Order Lines (whinh2120m000) session.
Note: 

For sales schedules, over deliveries can be specified as long as the outbound advise is not released in the Outbound Advice (whinh4525m000) session.

For sales orders, over deliveries can be specified through confirmation of the shipment line.

Caution: 
The maximum (percentage) value of the Maximum Quantity Tolerance field in the Warehousing Orders (whinh2100m000) session can never exceed 999.99.
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