Generate (Budget PCS) Structure for Sales Quotations (tdsls1201m100)

Use this session to generate a budget structure or product structure for items on the sales quotation line.

The following check boxes determine whether a budget structure and/or a product structure is generated for the items:

  • The Customizable and With PCS check boxes in the Items (tcibd0501m000) session.
  • The Make Customized check box in the Sales Quotation Lines (tdsls1501m000) session.
  • The Generate Budget Parts for Cost/Service Items check box in the current session.
  • The Generate Budget Parts for all Quotations check box in the current session.

Customizing unit effective items

To customize a unit effective item in the Generate (Budget PCS) Structure for Sales Quotations (tdsls1201m100) session, a full copy method is used. This means that the complete bill of material as well as all operations applicable to all effectivity units, are copied to the budget. In addition, all exceptions linked to BOM lines and operations are copied.

If you make changes to an effectivity unit in a budget, for example, by changing the effectivity unit on the linked sales quotation, you need not regenerate the budget, because all data related to the unit effective item is already present.

Note: 
  • Unit effective routings are not copied to the budget. Similar to routings that are not unit effective, either the default routing of the unit effective item, or a routing based on a fixed order quantity or economic order quantity is copied to the budget.
  • This functionality does not apply to generic items.
Note: 
  • When the sales quotation is converted to a sales order, you must copy the budget to a project if the With PCS check box is selected for the item in the Items (tcibd0501m000) session. If the With PCS check box is cleared for a generic item, the generic item is converted to a newly configured standard item, instead of a customized item. Configuring a generic item without a linked budget, makes the calculation of budget costs redundant.
  • You can generate one budget structure for each sales quotation or consolidate a range of sales quotations into a single budget structure.
  • If you choose to create one budget structure for each quotation, you can use the sales quotation number as the budget number.
  • When you generate the structure of a generic item without a budget, the newly configured standard item has no budget code as a distinctive feature. To make the item code distinctive, clear the Identifying Item Code in the Product Configuration Parameters (tipcf0100m000) session. As a result, LN adds a sequence number to the item code of the generic item to generate new item codes for each product variant. You can specify the exact position of this sequence number in the Sequence Number of Item Code from Position and Sequence Number of Item Code to Position fields of the Product Configuration Parameters (tipcf0100m000) sessions. New item codes are generated for the end item derived from the generic item, and for all materials of the end item that have the Customizable check box selected.

Field Information

Generation Method

Select the method used to generate an item structure for sales quotations.

  • Engineer-to-Order

    LN creates a customized item for the item you entered on the sales quotation line, as well as a customized BOM and a customized routing. As a result, if a child in a BOM has the Customizable check box selected in the Items (tcibd0501m000) session, a customized item is created for the child after which it is inserted in the parent's customized BOM.

  • Standard-to-Order

    LN only creates a customized item for the item on the sales quotation line (if the Customizable check box is selected for the item in the Items (tcibd0501m000) session). LN does not create a customized BOM or a customized routing at any level in the product structure.
Note: The item structure for generic items with the Customizable check box cleared in the Items (tcibd0501m000) session is always based on the Engineer-to-Order generation method. As a result, LN creates a configured standard item for the item on the sales quotation line with a customized BOM and a customized routing.
Budget Series

The series used to generate the budget code.

Calculation Group

Select a calculation group to distinguish between quotation line alternatives that use the same budget code. When a quotation line is converted to a sales order line, only for the calculation group that contains the selected alternative, the budget is transformed into a real project.

Create One Budget per Quotation

If this check box is selected, each sales quotation creates a separate budget structure. All items in the sales quotation receive the same code when the budget is generated.

Equate Budget with Quotation

If this check box is selected, the budget uses the same number as the sales quotation. If this check box is cleared, you must define Budget Series to generate a budget code.

Check Standard Item Inventory

If this check box is selected, inventory is checked to find out whether the customized end item is already available in inventory as a standard item. If so, then no new customized end item is created.

Note: This check is only carried out for generic end items that have the Customizable check box selected in the Items (tcibd0501m000) session. For generic end items with the Customizable check box cleared, no inventory check is performed and a new customized item is always generated.
Print to predefined Device
If this check box is selected, the report is printed on your default printer. If this check box is cleared, the report is printed on an alternative, to be specified printer.
Create Quotation Lines for Phantom

If this check box is selected, sales quotation lines for phantom items are replaced by sales quotation lines for the components of that same phantom.

Note: The components' sales quotation price is calculated based on the following:
  • The price, discount, and quantity for the generic item that is originally entered on the sales quotation line.
  • The number of different components.
  • The order quantity for each component.

The original price/discount of the parent (generic) item is incorporated in the component's sales price. After calculation of a component's sales price, the link with the original price is broken.

Caution: 
After the sales price is calculated for the quotation lines with the components, and you want to recalculate the price/discount for a component in the Price and Discount Recalculation Parameters (tdpcg0240s000) session, take into account that the product variant price is assigned to the line and that LN does not use the parent item's price and/or discount. As a result, it is your task to split and calculate the new price for the different lines with the components.

Example

Item Price (Euro)
Product variant GEN1 120
Generic item A 90
Component 1 30
Component 2 30
Component 3 30
  1. Generic item A and product variant GEN1 are entered on sales quotation line 10. Generic item A, which is linked to product variant GEN1, is defined as a phantom item. Because a discount of 30 Euro is entered on this sales quotation line, the price arrives at 90 Euro.
  2. The product variant is configured with the features (components) 1, 2, and 3.
  3. The Generate (Budget PCS) Structure for Sales Quotations (tdsls1201m100) session is run with the Create Quotation Lines for Phantom check box selected.
  4. On sales quotation line 10, LN automatically replaces Generic item A with component 1 and adds quotation lines 20 and 30 for the components 2, and 3.

    If component 3 must be ordered twice, the prices on the quotation lines are:

    • Quotation line 10: 30 Euro
    • Quotation line 20: 30 Euro
    • Quotation line 30: 15 Euro
  5. If you decide to recalculate the price/discount for quotation line 20, LN comes up with the product variant price of 120 Euro.

    As a result, you must perform the following:

    • Change the price for quotation line 10 from 30 to 40 Euro.
    • Change the price for quotation line 10 from 120 to 40 Euro.
    • Change the price for quotation line 10 from 15 to 20 Euro.

Generate Budget Parts for Cost/Service Items

Together with the Generate Budget Parts for all Quotations check box, this check box determines whether purchased, manufactured, cost, or service items that have the Customizable check box cleared in the Items (tcibd0501m000) session, can be linked to a budget as a budget part.

Setting 1

The Generate Budget Parts for Cost/Service Items and Generate Budget Parts for all Quotations check boxes are both cleared.

In this case, LN only takes into account the sales quotations that contain at least one sales quotation line with the Make Customized check box selected for the item.

For these quotations:

  • The cost and service items are not linked as budget parts.
  • The purchased and manufactured items are linked as budget parts.

Setting 2

The Generate Budget Parts for Cost/Service Items is selected, but the Generate Budget Parts for all Quotations check box is cleared.

In this case, LN only takes into account the sales quotations that contain at least one sales quotation line with the Make Customized check box selected for the item.

For these quotations:

  • The cost and service items are linked as budget parts.
  • The purchased and manufactured items are linked as budget parts.

Setting 3

The Generate Budget Parts for Cost/Service Items is cleared, but the Generate Budget Parts for all Quotations check box is selected.

In this case, LN takes into account all sales quotations and not only the ones with the Make Customized check box selected for one of the lines.

For these quotations:

  • The cost and service items are not linked as budget parts.
  • The purchased and manufactured items are linked as budget parts.

Setting 4

The Generate Budget Parts for Cost/Service Items and the Generate Budget Parts for all Quotations check boxes are both selected.

In this case, LN takes into all sales quotations and not only the ones with the Make Customized check box selected for one of the lines.

For these quotations:

  • The cost and service items are linked as budget parts.
  • The purchased and manufactured items are linked as budget parts.
Note: 
  • To prevent you from processing the same quotations and linking the same items as budget parts, in this session, LN does not take into account the sales quotation lines for which the Make Customized check box is cleared, but the Budget is filled in the Sales Quotation Lines (tdsls1501m000) session.
  • You can view and maintain budget parts in the Project Parts (tipcs2111m000) session.
Generate Budget Parts for all Quotations

Together with the Generate Budget Parts for Cost/Service Items check box, this check box determines whether purchased, manufactured, cost, or service items that have the Customizable check box cleared in the Items (tcibd0501m000) session, can be linked to a budget as budget parts.

Note: If you add, for example, a new sales quotation line to an existing quotation for which a budget structure is already generated, you can select this check box to indicate that the new item must also be linked to the budget as a budget part. In addition, if the Create One Budget per Quotation check box is selected in this session, the sales quotation's budget is used. If the Create One Budget per Quotation check box is cleared, the budget part is linked to a new budget.
Note: 
  • To prevent you from processing the same quotations and linking the same items as budget parts, in this session, LN does not take into account the sales quotation lines for which the Make Customized check box is cleared, but the Budget is filled in the Sales Quotation Lines (tdsls1501m000) session.
  • You can view and maintain budget parts in the Project Parts (tipcs2111m000) session.

For details, refer to the online Help of the Generate Budget Parts for Cost/Service Items check box.

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