Sales Order Installments (tdsls4110m000)

Field Information

Sales Order

The number that identifies the sales order, which is also the sales order installment.

Status

The status of the sales order.

Allowed values

Suspended

The order is being created or handled by another application/process and cannot be maintained.

Sales orders with an origin other than Manual can obtain this status.

Free

An order obtains this status if:

• The order is created, or confirmed from a Suspended status.
• All lines of an approved sales order are deleted.

A free order waits for approval.

Approved

The order is approved.

Approval can be done using Approve Sales Orders (tdsls4211m000) session.

When the order is approved the sales order line activities (tdsls4534s000) can be performed. The next activity can be performed automatically, if the sales order is approved.

Modified

An order obtains this status if:

• Order lines are added, changed, canceled, or deleted after the order is approved. Or directly related objects, such as component lines (tdsls4163m000) or Material Price Information (tcmpr1600m000), are changed after the order is approved.
• A blocked sales order is unblocked.
• Order header is changed.
• A modified sales order must be approved again, before you can continue with the sales order procedure.

A modified sales order must be approved again.

In Process

The order can be at various stages in the delivery procedure.

When the first activity of a sales order line is successfully performed, the status of the sales order is set to In Process.

Most common activities are Print Sales Order Acknowledgements (tdsls4401m000), Release Sales Order to Warehousing (tdsls4246m000), Release Sales Orders to Invoicing (tdsls4247m000) and Process Delivered Sales Orders (tdsls4223m000).

Closed

All steps in the order procedure are executed for the sales order type.

The last activity for each sales order line is Process Delivered Sales Orders (tdsls4223m000). When this activity is successfully performed for every sales order line of a sales order then the status of the sales order can be set to Closed.

A closed order can be modified only if a change must be done then the Reopen Closed Sales Order action must be perfomed and the status of the sales order is set to In Process.

Canceled

All lines in the order are canceled and are no longer available for further execution.

An order can be canceled using the Cancel Sales Order (tdsls4201s300) session.

Blocked

The order is blocked and is (temporarily) not available for further execution.

The status blocked can be set manually using the Block Order (tdsls4120ms000) session or a result of a check, like the credit limit check.

Released

A technical/temporary status during the release to warehousing activity.

Invoice-to Business Partner

invoice-to business partner

Invoicing by Installments

Invoiced installments are settled (subtracted from the goods amount) when the goods are delivered and invoiced.

The following types of settlement exist:

• Direct Settlement
• Indirect Settlement

Allowed values

No

Installment Plan

Direct Settlement

Indirect Settlement

Closed

Order Currency

currency

Total Goods

The total value of the goods listed on the sales order.

Invoice Requested

The total amount of sales order lines for which an invoice is requested that is not issued yet.

Invoiced

The total amount of goods on the sales order that have the Invoiced status.

Total Installments

The total value of the installments listed on the sales order.

Installments Requested

The total amount of installments on the sales order for which an invoice is requested that is not issued yet.

Invoiced Installments

The total amount of installment lines that have the Invoiced status.

Total Settled Installments

The total number of settled installments.

Note: Invoiced installments are settled against invoiced goods when the goods are invoiced by Invoicing .

Installment Line

The position number of the installment line on the sales order installment.

Installment Type

The type of installment.

Note: 

• Correction - Normal and Correction - Advance Invoice installment types only apply if the Release Status of the original installment is set to Invoiced or Invoice Request Generated and the Status in Invoicing is Composed or Printed.
• The Use Advance Payment as field in the Sales Order Parameters (tdsls0100s400) session determines which advance installment type you can specify in the current field.
• A sales order can only include installment lines of the same advance installment type: either Advance Invoice or Advance Payment Request.

Allowed values

Advance Invoice

Advance invoice installments must be invoiced and paid for by the customer before goods can be delivered.

The following are applicable for an advance invoice:

• The invoice is a legal document. Therefore the amount is posted as recognized revenue using the applicable integration document type
• The invoice is included in the sales listing and the tax declaration
• The sales statistics are updated; the type of revenue is qualified as intermediate revenue

Correction - Advance Invoice

A correction to an advance invoice installment, which reverses the original installment amount.

Advance Payment Request

A request to a business partner to pay a certain amount or percentage in advance before goods can be delivered.

The following are applicable for an advance payment request (APR):

• The invoice is not a legal document. Therefore, the APR amount does not affect the revenue.
• An open entry is created for the amount that is posted to the Control Account (Advance Invoice/Payment Request) as specified in the Control Accounts by Business Partner Group (tfacr0515m000) session. The transaction type and series used to create the financial document for the Advance Payment Request invoicing scenario, are retrieved from the Invoicing Transaction Types (cisli0101m000) session.
• No VAT is calculated, printed, and posted and the amount is not included in the sales listing.
• The APR amount is settled with the goods deliveries after the VAT is calculated for the delivered goods.
• No recognized, temporary, or intermediate revenue is available for the APR amount. Therefore, the sales statistics cannot be updated.
• No link exists between the APR line and invoice related data such as monthly billing invoicing, and late payment surcharges.

Correction - Advance Payment Request

A correction to an advance payment request, which reverses the original installment amount.

Normal

Normal installments are invoiced before or at the delivery of goods.

Correction - Normal

A correction to a normal installment, which reverses the original installment amount.

Guarantee

Guarantee installments can only be invoiced after all the nonguarantee installments are invoiced and all the goods are delivered.

Correction - Guarantee

A correction to a guarantee installment, which reverses the original installment amount.

Percentage

The percentage of the total net order amount that is allocated to the installment line.

When an installment line is added, a percentage is inserted. For the first line, the default is 100 percent. For every other added line, the default percentage is as follows:

100 - total percentage of installment lines

When percentages are updated, LN verifies that the total percentage of the installment lines does not exceed 100 percent.

Amount

The installment line amount.

Release Status

The invoicing status of the installment line.

Allowed values

Free

The installment line is only registered and not ready for invoicing yet.

Release for Invoicing

The installment line is ready to be released to invoicing.

Invoice Request Generated

The installment line is released to invoicing, but no invoice is created yet for the installment line.

Invoiced

An invoice is created for the installment line.

Planned Release Date

The date the installment line is expected to be released to Invoicing .

Original Installment Line

The position number of the original installment line to which the correction installment is linked.

Link to Monthly Billing Invoicing

If this check box is selected, the installment line is linked to a monthly billing invoice.

Text

If this check box is selected, text is linked to the installment line.

Amount Paid

The paid amount for the advance installment line.

Note: 

• This amount is updated by the Update Paid Amounts on Advance Installments (tdsls4200m000) session, which can be run frequently in a job.
• When all advance installments for a sales order are fully paid for, the sales order procedure can continue.

History Processed

If this check box is selected, the installment line is processed in the Process Delivered Sales Orders (tdsls4223m000) session.

Tax Classification

tax classification

Exempt

If this check box is selected, tax exemption applies.

Note: 

If the Tax Exempt Level parameter in the Tax Parameters (tctax0100m000) session is:

• Limited and you select this check box manually, the Tax Code is defaulted from the Exempt Sales field of the Tax Handling (tctax0138m000) session. If you clear this check box manually, the tax code is not changed.
• Extended and you select this check box manually, the Tax Code is not changed. If you clear this check box manually, the Exempt Reason and Exempt Certificate fields are cleared and disabled.

Tax Country

The country used for tax purposes.

Own Tax Number

tax ID

Tax Code

The tax code on the invoice.

Note: This tax code can only be of the VAT kind.

Business Partner Tax Country

The country in which the business partner has the tax ID.

Business Partner Tax Number

The business partner's tax ID.

Note: The business partner's tax ID is date effective. To determine and display the correct tax ID for the business partner, LN first uses the planned delivery date and next the actual delivery date.

Exempt Certificate

The exemption certificate that is assigned to the business partner by the tax authority.

Note: 

• LN prints the exempt reasons on the sales invoices.
• This field only applies if the Tax Exempt Level parameter is Extended in the Tax Parameters (tctax0100m000) session and the installment lines are of the Advance Invoice type.
• This field is defaulted from the method that is used to retrieve tax details, as defined in the Search Sequence Tax Libraries group box of the Tax Parameters (tctax0100m000) session.

Exempt Reason

The reason code that indicates why a sold-to business partner can be exempt from tax for a certain transaction and jurisdiction.

Note: 

• This field only applies if the Tax Exempt Level parameter is set to Extended in the Tax Parameters (tctax0100m000) session and the installment lines are of the Advance Invoice type.
• This field is defaulted from the method that is used to retrieve tax details, as defined in the Search Sequence Tax Libraries group box of the Tax Parameters (tctax0100m000) session.
• The reason code must be of the Tax Exemption type and must be date effective, as valuated by the Planned Release Date.

Payment Terms

payment terms

Late Payment Surcharge

late payment surcharge

Payment Method

payment method

Status in Invoicing

The status of the sales invoice in Invoicing .

Allowed values

On Hold

The invoicing data cannot be selected for invoicing. You must confirm the invoicing data before you can generate the invoices.

Note: An invoicing batch with On Hold status can be processed in the Compose/Print/Post Invoices (cisli2200m000) session. For more information, refer to Invoicing Batch Status.

Canceled

The invoicing data line has been canceled. If you undo the cancellation, the invoicing data status is set to On Hold.

Confirmed

The invoicing data can be selected for invoicing when you process an invoicing batch in the Compose/Print/Post Invoices (cisli2200m000) session.

Composed

The invoice has been composed. LN has generated a temporary sequence number to identify the invoice. You can change the invoice date to the current date or to another date in the past, as required.

You can print a draft invoice to check the invoice or you can print an original invoice and send it to the invoice-to business partner. If the draft invoice is not correct, you can undo the composition of the invoice. The invoicing data status is then set to On Hold.

Printed

An original invoice has been printed that you can send to the customer. LN has replaced the temporary invoice sequence number with the original invoice document number.

The invoice is final and you must post the invoice. You cannot undo the composition and change the invoicing data. You can reprint the original invoice if this is necessary.

Posted

The invoice has been sent to the customer and posted to Financials . An open entry has been created in Accounts Receivable .

You can reprint the original invoice if this is necessary, or you can use the Archive/Delete Invoice Data (cisli3205m000) session to remove the invoice data from Invoicing .

Invoice Date

invoice date

Invoice

The financial company on the invoice.

Transaction Type

The transaction type used to post an invoiced installment line to Invoicing .

Invoice

The invoice number of the installment invoice.