Sales Quotation Lines (tdsls1501m000)

Field Information

Quotation

The document number that identifies the sales quotation.

Quotation Balance

The total amount for all quotation lines.

Quotation Currency

The currency in which the quotation amounts are expressed.

Sold-to Business Partner

sold-to business partner

Note: You cannot change this field if quotation lines exist.

Credit Limit

The sold-to business partner's credit limit.

Credit Limit

The currency in which the credit limit is expressed.

Line

You can generate multiple alternatives for one quotation line. The main position is assigned a sequence number of zero. Sequence numbers 1, 2, 3, and so on, represent the alternatives 1, 2, 3, and so on.

Note: 

• Alternatives are not included in (sub)totals and balances, and are only included in time-phased inventory movements if the Status field is not Confirmed
• Inventory is only checked when an alternative is confirmed and transferred to an order line
• For each quotation line only one alternative line can be confirmed and converted

Item

The code of the item that is sold.

Note: 

• You can include both new and existing items.
• If the Budget field is filled, the quotation can be for a calculation part. A calculation part is identified by the combination of a budget code and an item code.
• If the item is a configurable item, you can choose to immediately configure the item. You can also configure the product variant at a later stage. To configure the product variant after the sales quotation line is saved, click Configurator in the current session.
• In the Generate (Budget PCS) Structure for Sales Quotations (tdsls1201m100) session, you can generate a budget structure, or a product structure for a configured item with the Default Supply Source set to Job Shop in the Items (tcibd0501m000) 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.
• And the Serials in Inventory check box is cleared for the warehouse in the WMS Interface Parameters (whwmd2105m000) session, you cannot enter a serialized item for which the Serials in Inventory check box is selected in the Item - Warehousing (whwmd4600m000) session.
• And the Serials Not in Inventory check box is cleared for the warehouse in the WMS Interface Parameters (whwmd2105m000) session, you cannot enter a serialized item for which the Serials in Inventory check box is cleared in the Item - Warehousing (whwmd4600m000) session.
• And the Lots Not in Inventory check box is cleared for the warehouse in the WMS Interface Parameters (whwmd2105m000) session, you cannot enter a lot controlled item for which the Lots in Inventory check box is cleared in the Item - Warehousing (whwmd4600m000) session.

Description

The description of the item.

Note: If you entered an existing item code in the Item field, this field displays the general item description. If the Item field is empty, you can enter a description of the new item in this field.

Effectivity Unit

effectivity unit

Note: 

• If the Generate Effectivity Unit during Demand Entry check box is selected in the Unit Effectivity Parameters (tcuef0100s000) session, and the item on this sales quotation line is unit effective, LN automatically inserts an effectivity unit. The generated unit is derived from the Default Series field of the Unit Effectivity Parameters (tcuef0100s000) session.
• If the Generate Effectivity Unit during Demand Entry check box is cleared in the Unit Effectivity Parameters (tcuef0100s000) session, and the item on this sales quotation line is unit effective, the effectivity unit is by default 0 (zero). Click Requirements to create an effectivity unit. You can then select requirements to model the unit effective item.
• You can define the date on which the effectivity unit must be configured for the sales quotation in the Configuration Date (UEF) field of the Sales Parameters (tdsls0100s000) session.
• If the warehouse is WMS controlled, and the Effectivity Units check box is cleared for the warehouse in the WMS Interface Parameters (whwmd2105m000) session, you cannot enter an effectivity unit in this field.
• Click Requirements to configure the effectivity unit in the Effectivity Unit (tcuef0102m000) session. You can configure an effectivity unit on the sales quotation line to indicate that optional materials must be used.

Status

The quotation line's status.

Allowed values

Created

The status assigned to the quotation line when the line is specified.

Confirmed

The status assigned to the quotation line when the customer accepts the quotation line.

If the Approval Required check box is selected in the Sales Quotation Parameters (tdsls0100s100) session, the Quotation Status must be Approved before you can confirm quotation lines.

Processed

The status assigned to the quotation line when it is transferred to a sales order in the Process Sales Quotations (tdsls1200m000) session.

Canceled

The status assigned to the quotation line when it can be deleted.

Lost

The status assigned to the quotation line when the customer chooses a quotation of another business partner. Consequently, the status changes from Created to Lost.

• Use the Sales Quotation Results (tdsls1101s100) session to specify the quotation line's status
• Use the Global Update of Sales Quotations (tdsls1205s000) session to change the status for a range of quotation lines

Note: You cannot confirm a line if an alternative line has already been confirmed.

Picture

The item's picture, which is defaulted from the Picture field in the Items (tcibd0501m000) session.

Ordered Quantity

The number of items that are delivered to the ship-to business partner. This quantity is expressed in the item's sales unit.

Sales Unit

sales unit

Price

The item's unit price, or the calculation part's unit price by sales unit, expressed in the currency entered in the Order Currency field.

Note: 

If the item is an effectivity unit, upgrade prices are included in the price. You can define an upgrade price for a specific requirement in the Requirements (tcuef0106m000) session. You can view the upgrade prices for a specific effectivity unit in the Effectivity Unit (tcuef0102m000) session.

If the Material Pricing in Sales check box is selected in the Material Price Parameters (tcmpr0100m000) session, this price can include material base prices.

Sales Price Unit

The unit on which the sales price is based. This unit can differ from the item's inventory unit.

Note: 

The price is recorded by unit. If the sales price unit differs from the inventory unit, you must specify the sales price unit in the MCS Parameters (tcmcs0100s000) session. In that session, you specify the factor used to convert the alternative unit (sales price unit) to the inventory unit.

The sales price unit and the inventory unit must be the same for cost items or service items.

Base Price

base price

Reference Currency

reference currency

/

The unit on which the sales price is based.

When you specify an item, LN retrieves the default sales unit for this particular item. This unit can be equal to the inventory unit.

Price Stage

price stage

Default value

From the Price Book Lines (tdpcg0131m000) session, if the item price is retrieved from a price book.

Price Origin

The origin of the price.

Allowed values

Item Purchase Data

Item Sales Data

Item Service Data

Supplier Price Book

Default Price Book

Price Structure

Not Applicable

External

Consumption

Generic Price List

Manual

Project Cost Object

Contract

Variant

Price Matrix

matrix definition

Note: 

This field can only be filled if LN found an existing price for the sold-to business partner in the price matrix that is displayed in this field.

After retrieving existing prices, you can still overwrite the default prices with the returned prices from the sold-to business partner.

Price Matrix Sequence

The matrix sequence for the price matrix.

Note: This field is only filled if the Price Origin reads Price Structure.

Material Price

The sales quotation line's total material price.

Note: Because a quotation line cannot have material price surcharges, this field shows the total material base price.

Discount %

The discount percentage for the quotation line.

Discount Amount

The discount amount for the price per unit for the quotation line.

For example: The unit price is 10, quantity is 20, discount is 1.

The net amount = (unit price - discount) * quantity.

Multi Level Discount

If this check box is selected, a multi level discount is applied to the line.

Amount

The net quotation line amount expressed in the quotation currency.

The discount amount is calculated as follows:

(Quantity * Price) - (Quantity * Price * Discount/100)
                      

When calculating this amount, LN uses the conversion factors to convert the sales unit and the price unit to the inventory unit.

Example

Item	A334
Inventory Unit	EA
Sales Unit	BX (10 EA)
Sales Price Unit	KG (0.5 EA)
Sales Price	4.0
Line Discount	5.0 %

The price of the item is 4.0 per KG, or 8.0 per EA. If you have a quotation line where 20 boxes of the item are ordered, the calculation is as follows:

The sales quantity = 20 * 10 = 200 units.
The sales price	= 4 / 0.5 = 8.0 per unit.
Amount = 200 * 8.0 - 200 * 8.0 * 5/100 = 1520

The order discount is not yet included in this amount.

Order Discount %

A percentage that applies to the net amount of each order line, if no cost or service item is posted to that order line.

The net amount is calculated as follows:

Price * Quantity - Line discount 

Default value

LN takes the default value from the order discount assigned to the business partner in the Business Partner (tccom4100s000) session.

Order Discount Amount

The order discount amount resulting from the multilevel discounts.

Item Code System

If you use an alternative item code, you must also specify an item code system.

Customer Item

The customer's item code in the coding system. LN converts this item code to the item code used in your own company.

You can specify external and internal item codes in the Item Code System - Items (tcibd0104m000) session.

Standard Description

If this check box is selected, LN prints quotation line text and sales text below the item's description.

Product Variant

The product variant for a configurable item.

You can select product variants from:

• The Product Variants (tipcf5501m000) session, if the product variant is based on an item with the Default Supply Source field set to Job Shop in the Items (tcibd0501m000) session.
• The Product Variants - Inventory (Assembly) (tiapl3600m000) session, if the product variant is based on an item with the Default Supply Source field set to Assembly in the Items (tcibd0501m000) session.

Note: 

• If an item's Default Supply Source is Job Shop, you can only select product variants with the Reference Type field set to Sales Quotation, Budget, or Standard Variant in the Product Variants (tipcf5501m000) session.
• If an item's Default Supply Source is Assembly, you can only select product variants with the Reference Type field set to Sales Quotation in the Product Variants (Assembly) (tiapl3500m000) session.

Product Variant Type

This field informs you about the type of configurable item on which the product variant is based.

• For items with the Default Supply Source field set to Job Shop in the Items (tcibd0501m000) session, this field is set to PCF. You can view the product variant in the Product Variants (tipcf5501m000) session.
• For items with the Default Supply Source field set to Assembly in the Items (tcibd0501m000) session, this field is set to APL. You can view the product variant in the Product Variants - Inventory (Assembly) (tiapl3600m000) session.

Budget

The code of the budget.

Note: This field can include a budget from Manufacturing or from Project .

Manufacturing

If the budget code is filled, the quotation is for a calculation part. A calculation part is identified by the combination of a budget code and an item code. You can specify:

• Budget codes in the Budget Details (tipcs2140m000) session
• Calculation parts in the Calculation Groups (tipcs0110m000) session.

If the sales quotation's Sales Office is linked to the same financial company as the budget's calculation office, you can enter any budget in this field. If the sales quotation's Sales Office is linked to another financial company as the budget's calculation office, the value of the COS and Revenues Restricted to Financial Company of PCS Project check box in the Project Control Parameters (tipcs0100m000) session determines whether you can enter the selected budget in this field.

Project

If a peg is required for the item on the sales quotation line, a budget must be specified in this field. This field is defaulted from the Budget field in the Sales Quotations Overview (tdsls1500m000) session or from the Project field in the Items by Opportunity (tdsmi1113m000) session.

Element for Budget

The element linked to the budget.

Activity for Budget

The activity linked to the budget.

Make Customized

If this check box is selected, the item will be customized. Consequently, a budget structure or product structure must be generated for the item in the Generate (Budget PCS) Structure for Sales Quotations (tdsls1201m100) session.

If this check box is cleared, based on the setting of the Generate Budget Parts for all Quotations and Generate Budget Parts for Cost/Service Items check boxes in the Generate (Budget PCS) Structure for Sales Quotations (tdsls1201m100) session, you can still link product, purchased, manufactured, cost, or service items as budget parts to a budget.

Note: 

• The setting of this check box is defaulted from the Customizable check box in the Items (tcibd0501m000) session, but can be modified in the current session.
• After a budget structure or product structure is generated for the item, LN clears this check box.

Probability Percentage

success percentage

Note: 

LN performs a new ATP check to determine whether the quotation quantity exceeds the quantity that is available-to-promise, if:

• You change this field to a value equal to, or greater than the value of the Minimum Probability % for Time Phased Inventory field in the Sales Quotation Parameters (tdsls0100s100) session.
• The item is an MPS item.

Quotation Date

The sales quotation's creation date.

Note: This date must be before the planned delivery date.

Discount Origin

The origin of the discount.

Allowed values

Price Book Discount Structure

The discount originates from the price book to which a discount schedule is linked.

External

The discount originates from an external package.

Manual

The discount is manually entered.

Contract

The discount originates from a contract.

Discount Structure

The discount originates from a Pricing Control (PCG) matrix of the type discount matrix. For more information, refer to Setting up a discount matrix.

Not Applicable

Discount Code

discount

Discount Matrix

The matrix definition of the discount matrix, if the Discount Origin is set to Discount Structure.

Discount Matrix Sequence

matrix priority

Structure Discount %

The discount found in a discount schedule.

The structure discount percentage is the total of the discounts for which the discount origin is set to Discount Structure, or Price Book Discount Structure. The total structure discount of the line is retrieved by means of a price matrix, or a discount matrix. This is the discount before manual discounts are added or matrix discounts are changed or deleted.

Line Discount %

The total discount amount expressed as a percentage of the (gross) quotation amount.

This amount is calculated as follows:

               Line Discount Amount / (order quantity * price) * 100%

Line Discount Amount

order line discount amount

Determining

If this check box is selected, this line is included in the order discount calculation.

Eligible

If this check box is selected, collective order discounts are applied to this line.

Direct Delivery

If this check box is selected, and the quotation line is converted to a sales order line, the sales order line is handled as a direct delivery.

LN automatically selects this check box if the ordered quantity is equal to or greater than the quantity defined in the Direct Delivery from Quantity field in the Items - Sales (tdisa0501m000) session.

Note: You can only select this check box if the Shipping Constraint field is set to None.

Ship-to Business Partner

The ship-to business partner to which you will send the goods after the quotation is converted to a sales order.

Address

The ship-to business partner's address code. You can change this data in the Addresses (tccom4130s000) session.

Delivery Point

The business partner's delivery point at which you must deliver the items.

Contact

The ship-to business partner's contact.

Full Name

The contact's full name.

Planned Delivery Date

The planned delivery date for the quotation line.

Delivery Lead Time

The delivery leadtime determines the actual delivery date of the sales order, that is, when a quotation is converted into an order. The delivery leadtime is entered as a number of calendar days. The sales order's delivery date is calculated as follows:

Delivery date of order = 
transfer date + delivery leadtime of quotation

Note: The transfer date is the date when the sales quotation is transferred to a sales order.

If the delivery leadtime is not filled, the delivery date on the new order is filled with the expected delivery date of the quotation. The delivery leadtime in the quotation header serves as default for the quotation lines.

Planned Receipt Date

planned receipt date

Note: 

• When you enter the planned receipt date, LN calculates the planned delivery date.
• The planned receipt date cannot be earlier than the planned delivery date.

Shipping Constraint

The terms and conditions related to the shipment of goods.

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.

Default value

The shipping constraint is defaulted from the Sold-to Business Partner (tccom4110s000) session.

Note: If the warehouse is WMS controlled, the Ship Line Complete, Ship Order Complete, and Ship Set Complete check boxes in the WMS Interface Parameters (whwmd2105m000) session determine whether you can select the Ship Line Complete, Ship Order Complete, and/or Ship Set Complete value in this field.

Delivery Terms

delivery terms

Point of Title Passage

point of title passage

Gen. Freight Orders

If this check box is selected, freight orders can be generated from a sales order (delivery) line.

Note: You cannot directly generate freight orders from quotations. As a result, in the Sales Quotation Lines (tdsls1501m000) session, you define all freight related data to provide the necessary information when the quotation is converted to a sales order in the Process Sales Quotations (tdsls1200m000) session.

Route

The route taken for the delivery of goods after the quotation is converted to a sales order.

Note: 

• The Header value leading for defaulting Carrier on Quote Line check box in the Sales Quotation Parameters (tdsls0100s100) session determines how the route is retrieved for the sales quotation line.
• Before you print picking lists, packing slips, and forwarding documents, you can select and sort sales orders by route.

Carrier Binding

carrier binding

Note: Select this check box to ensure that the same carrier is used in the freight order as in the sales order.

Subject to Trade Compliance

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

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

Carrier/LSP

carrier

Note: The Header value leading for defaulting Route on Quote Line check box in the Sales Quotation Parameters (tdsls0100s100) session determines how the carrier is retrieved for the sales quotation line.

Freight Service Level

freight service level

Warehouse

The code of the warehouse from which the items are delivered.

Note: 

Quotations cannot be entered for warehouses of the following types:

• Shop Floor
• Service
• Project

Standard warehouse defaulting logic

1. Product variant (only for items with the default supply source set to Assembly in the Items (tcibd0501m000) session)
2. Ship-to business partner
3. Item sales data
4. User profile
5. Item ordering data
6. Sales office

Work Center

If the sales quotation item is a generic item that needs final assembly, the work center is required on the sales order.

Channels

channel

Inventory Handling

This field indicates whether the main item inventory or the BOM components inventory must be issued when the quotation is converted into a sales order.

Note: 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, this field cannot be set to By Component.

Quotation Promising Status

quotation promising status

Allowed values

Accepted

The line can be delivered on time to the customer.

A line obtains this status if the following are applicable:

• Sufficient inventory is available or an inventory shortage option is successfully carried out.
• The line does not need to be checked on available inventory.

Not Accepted

The line cannot be delivered on time to the customer.

A line obtains this status if the following are applicable:

• Insufficient inventory is available or an inventory shortage option is unsuccessfully carried out.
• A line with the Exception status is manually set to Not Accepted.

  This can be executed in the following sessions:

  • Sales Quotation Promising Lines (tdsls1501m200)
  • Sales Order Promising Lines (tdsls4101m400)
  • Sales Order Promising Line Components (tdsls4563m200)
  • Sales Order Promising Lines (tdsls4117m000)

Pending

A line obtains this status if the following are applicable:

• Available inventory must still be checked.
• Accepted or Not Accepted lines are manually changed and need a new check on available inventory.

Exception

The inventory checking process cannot determine whether the status is Accepted or Not Accepted. If possible, an error message is logged in the Message Log (tcstl1500m000) session.

You must manually solve the error.

Inventory on Hand

The item's inventory on hand expressed in the inventory unit. This field is updated on-line when either inventory or material is issued.

The inventory on hand is one of the factors determining the economic stock.

Inventory Unit

inventory unit

Inventory on Order

The expected quantity to be received by all warehouses expressed in the inventory unit.

Inventory Allocated

The quantity allocated for production or sales in all warehouses expressed in the inventory unit.

Note: 

These allocations are updated on-line from the following modules:

• Sales Control for the quantities sold.
• Job Shop Control (JSC) for the quantities required for production orders
• Inventory Handling (INH) for the input of warehouse transactions
• Master Data Management (MDM) for the quantities needed to carry out service orders
• Project Control (PCS) when processing planned PRP warehouse orders
• Resource Requirements Planning (RRP) when maintaining replenishment orders

Committed

The committed quantity that is promised to be delivered to the sold-to business partner, expressed in the inventory unit.

Quotation Allocations

The quantity of the item allocated to sales quotations.

Tax

Tax Classification

tax classification

Default value

This field is defaulted from the sales quotation header.

Exempt

If this check box is selected, tax exemption applies.

Note: 

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

• 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 Exemption Reason and Exemption Certificate fields are cleared and disabled.

Tax Country

The country used for tax purposes.

Own Tax Number

tax ID

Tax Code

The tax code that applies to the sales quotation line.

Note: The tax code that can be entered in this field can only be of the VAT kind.

BP Tax Country

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

BP 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 uses the planned delivery date.

Exemption Certificate

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

Note: 

• This field only applies if the Tax Exempt Level parameter is set to Extended in the Tax Parameters (tctax0100m000) session
• 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

Exemption Reason

The reason why the sold-to business partner or your own company is exempt from sales tax.

Note: 

• LN prints the exempt reasons on the sales invoices
• This field only applies if the Tax Exempt Level parameter is set to Extended in the Tax Parameters (tctax0100m000) session
• 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 Quotation Date

Invoice for Freight

If this check box is selected, freight costs must be invoiced to the invoice-to business partner.

Freight Amount

The calculated freight amount, which is retrieved from a carrier rate book or client rate book in Pricing .

Note: Dependent on the value of the Invoice Freight Costs Based On field in the Sales Quotations Overview (tdsls1500m000) session, LN determines how to retrieve the freight amount.

Freight Amount Binding

If this check box is selected, the value of the Freight Amount field is binding for Invoicing . This means that the freight amount cannot be modified by Freight .

Note: If the quotation is converted to a sales order, the freight amount can however be updated in the Sales Order Lines (tdsls4101m000) session.

If this check box is cleared, the freight amount can be updated by Freight .

Show Calculation Log

If this check box is selected, and you click the Freight Amount button, a freight amount calculation log is started. With this log, you can display how the freight invoice amount is calculated or why no amount can be calculated.

Header Quote Reference

The reference to the quotation number of another application.

Line Quote Reference

The reference to the quotation line of another application.

Sales Order

The document number that identifies the sales order.

Line

The number that identifies the sales order line.

Project

The code of the project for which the item is required.

Note: If the sales order line that will be created from this sales quotation line requires a project that differs from the quotation line's Budget, you can specify a project in this field.

Element for Project

The element linked to the project.

Note: If the sales order line that will be created from this sales quotation line requires an element that differs from the quotation line's Element for Budget, you can specify an element in this field.

Activity for Project

The activity linked to the project.

Note: If the sales order line that will be created from this sales quotation line requires an activity that differs from the quotation line's Activity for Budget, you can specify an activity in this field.