Sales Quotation Parameters (tdsls0100s100)

Use this session to maintain sales quotation parameters.

You can use the Print SLS Parameters (tdsls0400m000) session to print and compare the parameter settings.

Field Information

Effective Date

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

Description

A user-defined name that identifies the parameter settings.

Number Group

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

Step Size for Lines

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

Effectivity Period

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

Approval Required

If this check box is selected, sales quotations must be approved in the sales quotation procedure.

Consequently, you must approve sales quotations:

  • After creation
  • After modification
  • Before printing

If this check box is cleared, 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.

Price Stage Mandatory

If this check box is selected, the price stage must be specified for a sales quotation line.

Extended Service Integration

If this check box is selected, an extended integration with Service for after-sales services is available for sales quotations.

Note: The extended integration is applicable for a sales quotation, if the Extended Service Integration check box is selected in the Sales Quotation (tdsls1600m000) session.

Sales Quotation Archiving Implemented

If this check box is selected, the archiving functionality is implemented for the sales quotations, and LN allows you to archive the transactions related to sales quotations.

Log History

If this check box is selected, 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. For more information, refer to Log history data.

History Archiving Implemented

If this check box is selected, sales quotation history can be archived to an archive company.

You can archive sales quotation history in the Archive/Delete Sales Quotation History (tdsls1203m000) session.

Inventory Check during Quotation Line Entry

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

Note: If the CTP Check for Sales check box is selected in the Planning Parameters (cprpd0100m000) session, but the Inventory Check during Quotation Line Entry, Inventory Check during Confirmation, and Inventory Check during Processing parameters are all set to No, 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. For more information, refer to Inventory checks for sales quotations.

Allowed values

No

LN does not check the economic stock when you:

  • Enter a quotation line.
  • Confirm the quotation line.
  • Convert quotation lines to order lines.
Time-Phased

LN checks the time-phased inventory movements by using the planned inventory date to determine if sufficient inventory is available when you:

  • Enter a quotation line.
  • Confirm the quotation line.
  • Convert quotation lines to order lines.
Yes

LN checks if there is sufficient economic stock when you:

  • Enter a quotation line.
  • Confirm the quotation line.
  • Convert quotation lines to order lines.

Inventory Check during Confirmation

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

Note: If the CTP Check for Sales check box is selected in the Planning Parameters (cprpd0100m000) session, but the Inventory Check during Quotation Line Entry, Inventory Check during Confirmation, and Inventory Check during Processing parameters are all set to No, 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. For more information, refer to Inventory checks for sales quotations.

Allowed values

No

LN does not check the economic stock when you:

  • Enter a quotation line.
  • Confirm the quotation line.
  • Convert quotation lines to order lines.
Time-Phased

LN checks the time-phased inventory movements by using the planned inventory date to determine if sufficient inventory is available when you:

  • Enter a quotation line.
  • Confirm the quotation line.
  • Convert quotation lines to order lines.
Yes

LN checks if there is sufficient economic stock when you:

  • Enter a quotation line.
  • Confirm the quotation line.
  • Convert quotation lines to order lines.

Inventory Check during Processing

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

Note: If the CTP Check for Sales check box is selected in the Planning Parameters (cprpd0100m000) session, but the Inventory Check during Quotation Line Entry, Inventory Check during Confirmation, and Inventory Check during Processing parameters are all set to No, 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. For more information, refer to Inventory checks for sales quotations.

Allowed values

No

LN does not check the economic stock when you:

  • Enter a quotation line.
  • Confirm the quotation line.
  • Convert quotation lines to order lines.
Time-Phased

LN checks the time-phased inventory movements by using the planned inventory date to determine if sufficient inventory is available when you:

  • Enter a quotation line.
  • Confirm the quotation line.
  • Convert quotation lines to order lines.
Yes

LN checks if there is sufficient economic stock when you:

  • Enter a quotation line.
  • Confirm the quotation line.
  • Convert quotation lines to order lines.

Processing in Case of Inventory Shortage

If this check box is selected, quotations are copied to sales orders, even if an inventory shortage exists.

Note: 
  • If the Extended Inventory Check 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 Not Accepted, Pending, or Exception.
  • If the Extended Inventory Check is selected and the current check box is cleared, the sales quotation line's promising status must be Accepted to convert sales quotation lines.
  • If the Extended Inventory Check is cleared and the current check box is selected, plan items, for which the available-to-promise is insufficient, are not converted if the CTP Check for Sales check box is selected in the Planning Parameters (cprpd0100m000) session.

Extended Inventory Check

If this check box is selected, 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 Yes or Time-Phased:

  • Inventory Check during Quotation Line Entry
  • Inventory Check during Confirmation
  • Inventory Check during Processing

Minimum Probability % for Time Phased Inventory

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 Planned Inventory Transactions (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 Confirmed status and that has a success percentage that is equal to, or higher than the value entered in this field.
  2. If no Confirmed 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 CTP Check for Sales check box is selected in the Planning Parameters (cprpd0100m000) session,  planned inventory transactions are generated when the quotation promising status becomes Accepted and the expected success percentage is equal or higher than the value entered in this field. If the Accepted 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. For more information, refer to Minimum success percentage for time-phased inventory movements.

Number of Extra Copies

The number of extra quotation copies printed in the Print Sales Quotations (tdsls1401m000) session.

Print Method for Discount

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

Allowed values

Gross Amount and Discount

The following amounts are displayed:

  • Gross amount.
  • Order-line discount amount + order discount.
Net Amount and Discount

The following amounts are displayed:

  • Net amount.
  • Order-line discount + order discount.
Net Amount/No Discount
  • Net amount is displayed.
  • Discount amount is not displayed.
Sales Orders

If this check box is selected, 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. For more information, refer to Sales quotation checks.

Sales Contracts

If this check box is selected, LN checks for existing sales contracts s 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. For more information, refer to Sales quotation checks.

Sales Schedules

If this check box is selected, 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. For more information, refer to Sales quotation checks.

Defaulting
Header value leading for defaulting Carrier on Quote Line

If this check box is selected, the carrier data on the sales quotation line is retrieved based on the carrier details specified on the sales quotation header.

If this check box is cleared, the carrier data on the sales quotation line is retrieved from these sessions, in this order of priority:

  1. Items - Sales Business Partner (tdisa0510m000)
  2. Ship-to Business Partner (tccom4111s000)
  3. Sales Quotations Overview (tdsls1500m000)
Note: The details of a carrier are retrieved when a sales quotation line is added or updated.
Header value leading for defaulting Route on Quote Line

If this check box is selected, the route data on the sales quotation line is retrieved based on the route details specified on the sales quotation header.

If this check box is cleared, the route data on the sales quotation line is retrieved from these sessions, in this order of priority:

  1. Addresses (tccom4130s000), used to retrieve the address that is linked to the ship-to business partner
  2. Sales Quotations Overview (tdsls1500m000)
Note: The details of a route are retrieved when a sales quotation line is added or updated.
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