Sales Contract Lines (tdsls3501m100)

Use this session to view the sales contract lines that are displayed based on the filter settings in the Sales Contracts (tdsls8330m000) session.

When you double-click a line, the Sales Contract Lines (tdsls3501m000) details session is started.

Field Information

Days until Expiration

The number of days after which the sales contract line expires.

Note: 
  • If a negative value is displayed in this field, the sales contract line is already expired and the number of days after the expiry date is displayed.
  • If the sales contract status is set to Terminated, no value is specified in this field.
Contract

The number of the sales contract.

Contract Status

The status of the sales contract.

A contract can have the following statuses:

  • Free

    When a contract is created, the contract status is automatically set to Free. If a contract has the Free status, you can make changes to the contract.

  • Active

    You can link a sales order/schedule/quotation to a contract with the Active status. If the status is Active and the Maintaining Contracts Always Allowed check box is cleared in the Sales Contract Parameters (tdsls0100s300) session, you cannot de-activate the contract.

  • Terminated

    After a contract is terminated, the contract can no longer be used.

You can assign a status to each contract with the following commands:

  • Activate
  • De-activate
  • Terminate
Note: 

In the Sales Contract Lines (tdsls3501m000) session, you can:

  • Maintain the status at contract line level independent of the header status.
  • Enter new contract lines for sales contracts with the Free and Active status.
Line

The number of the sales contract line.

Line Status

The status of the sales contract line.

A contract line can have the following statuses:

  • Free

    When a new contract line is created, the contract line status is automatically set to Free. Only if the status is Free, you can make changes to the contract line.

  • Active

    You can link a sales order/schedule/quotation to a contract line with the Active status. If the status is Active and the Maintaining Contracts Always Allowed check box is cleared in the Sales Contract Parameters (tdsls0100s300) session, you cannot de-activate the contract agreements.

  • Terminated

    After a contract line is terminated, the contract line can no longer be used.

You can assign a status to each contract line with the following commands:

  • Activate
  • De-activate
  • Terminate
Note: 
  • For sales contracts with the Free or Active status in the Sales Contracts (tdsls3500m000) session, you can enter new contract lines.
  • You can maintain the status at contract level in the Sales Contracts (tdsls3500m000) session. In this case, all contract lines of a contract obtain the same status.
Sold-to Business Partner

sold-to business partner

Effective Date

effective date

Note: A relationship with an order or schedule can only exist if the order date on the order line or the start date on the schedule line falls within the effective period of the contract.
Expiry Date

expiry date

Note: A relationship with an order or schedule can only exist if the order date on the order line or the start date on the schedule line falls within the effective period of the contract.
Point of Title Passage

point of title passage

Schedule

If contract deliveries are defined by means of sales schedules, this field displays the number of the sales schedule that is linked to the sales contract line.

Note: For each sales schedule line a sales order line is generated.

Additional Cost Set

The additional cost set that is assigned to the contract line item.

Note: This field is only applicable for sales schedules that are linked to the contract line.

Tax Classification

tax classification

Default value

This field is defaulted from the sales contract 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 Exempt Reason and Exempt Certificate fields are cleared and disabled.

Tax Country

The country used for tax purposes.

Item

The code of the item of Sales Contract Line that is used for the Inventory Transactions.

Note: 
  • You can define items in the Items (tcibd0501m000) session.
  • You cannot enter agreements on a contract line that relate to both an item and a price group.
  • LN only supports components other than contract.
Own Tax Number

tax ID

Tax Code

The tax code that applies to the sales contract line.

Note: The tax code that can be entered in this field 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 uses the current date.

Exempt 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.

Exempt Reason

The reason why the sold-to business partner 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 Contract Date.

Text

If this check box is selected, contract line text exists.

Agreed Quantity

contract quantity

Note: 

LN automatically starts the Item Dimensions (tdsls4811s000) session if the sales unit is of the following unit types:

  • Length
  • Area (m2)
  • Volume

In the Item Dimensions (tdsls4811s000) session, you can maintain the physical dimensions of the items to calculate the quantity.

Sales Unit

sales unit

Called Quantity

This field totals the called quantities of all the sales order/schedule lines that are linked to the contract line, expressed in the inventory unit.

The called quantity is increased when an order/schedule is linked to a contract.

Inventory Unit

inventory unit

Invoiced Quantity

The total number of invoiced items on sales orders/schedules related to a sales contract, expressed in the inventory unit.

Based on the invoiced quantity, the effective date and the expiry date, you can calculate the possible end quantity on the expiry date by extrapolating data. If you run the Process Delivered Sales Orders (tdsls4223m000)/ Process Delivered Sales Schedules (tdsls3223m000) session, the invoiced quantity is raised for each contract-related order/schedule line.

Note: Order discounts are not accounted for. Only the net goods amounts are totalized.
Duration %

The elapsed time of the sales contract line, which is expressed as a percentage of the total contract line duration.

The Duration % calculation:

(current date - effective date) / ((expiry date - effective date) / 100))
Remaining %

The delivery performance of the sales contract line, which is expressed as a percentage of the unused quantity for a contract line compared to the agreed contract quantity.

The Remaining % calculation:

100 - ((100 * (called quantity + invoiced quantity)) / agreed quantity)
Customer Item

The item code in the coding system. LN converts this item code to the item code used in your own company. This conversion allows you to, for instance, use the buy-from business partner's or sold-to business partner's item code during order entry.

You can specify business partner item codes in the Item Code System - Items (tcibd0104m000) session.

Price Group

You can define a sales contract for one or more items or price groups.

If this field is filled, the price and discount on the contract line or the price revision apply to all items in this price group.

You cannot enter agreements on a contract line that relate to both an item and a price group. For agreements by price group, the following conditions apply:

  • You cannot define a delivery schedule.
  • You must specify a quantity.
  • The Price and Price Book fields cannot both be empty when the contract is activated.
  • You must fill the / field.
  • You must fill the Item field and select the Apply Contract for All Items in Price Group check box.
  • You must fill the contract for all items in the price group.
  • You cannot enter multiple contract lines for the same price group in the same contract.
  • For each price group, you can conclude only one normal contract with a business partner per period.
Sales Office

sales office

Engineering Item Revision

The revision of the engineering item.

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 contract 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 contract line is unit effective, the effectivity unit is by default 0 (zero). You can click the Requirements button to create an effectivity unit. You can then select requirements to model the unit effective item.
  • Click Requirements to configure the effectivity unit in the Effectivity Unit (tcuef0102m000) session. You can configure an effectivity unit on the sales contract line to indicate that optional materials must be used.

Customer Order

customer order number

Note: If the Use Customer Order for Schedules check box is selected in the Sales Schedule Parameters (tdsls0100s500) session, this customer order number is compared with the incoming sales release's customer order number.

Default value

This value is defaulted from the Customer Order field in the Sales Contracts (tdsls3500m000) session.

Customer Contract Reference

customer contract reference

Note: You can specify a value in this field only if the Use Customer Contract Reference for Schedules check box is selected in the Sales Schedule Parameters (tdsls0100s500) session. This customer contract reference is compared with the incoming sales release's customer contract reference.

Default value

The value in the Sales Contracts (tdsls3500m000) session.

Action on Deviating Empty Customer Order

The action that must be initiated when the customer order on an incoming sales release is not specified and deviates from the specified Customer Order in the current session.

Allowed values

Block

The sales release cannot be converted to a sales schedule. You must update the customer order number on the sales release or create a new contract line for the customer order that is linked to the sales release.

Continue with Sales Release

The sales release's Customer Order is used on the sales schedule instead of the sales contract line's customer order.

Continue with Sales Contract

The sales contract line's Customer Order is used on the sales schedule instead of the sales release's customer order.

Default value

This value is defaulted from the Action on Deviating Empty Customer Order field in the Sales Contracts (tdsls3500m000) session.

Action on Deviating Customer Order

The action that must be initiated when the customer order on an incoming sales release is specified and deviates from the Customer Order in the current session.

Allowed values

Block

The sales release cannot be converted to a sales schedule. You must update the customer order number on the sales release or create a new contract line for the customer order that is linked to the sales release.

Continue with Sales Release

The sales release's Customer Order is used on the sales schedule instead of the sales contract line's customer order.

Continue with Sales Contract

The sales contract line's Customer Order is used on the sales schedule instead of the sales release's customer order.

Default value

This value is defaulted from the Action on Deviating Customer Order field in the Sales Contracts (tdsls3500m000) session.

Item Code System

item code system

Note: If you use an alternative item code, you must also specify an item code system in the Item Code Systems (tcibd0106m000) session.

You cannot enter agreements on a contract line that relate to both an item and a price group.

Warehouse

The code of the warehouse where the items must be delivered.

Note: This field is enabled if the Site is specified.

Apply Contract for All Items in Price Group

If this check box is selected, the sales contract applies to all items of the price group that is displayed in the Price Group field.

Note: 

If you record contracts for a price group, the following applies:

  • The Item and Description fields must be filled with one of the items that belong to the price group.
  • You must fill in the Sales Unit field.
  • You can leave the / field empty.
  • You are not allowed to record more than one contract line for the same price group in a single contract.
  • You can only have one normal contract with a business partner for each price group, in a specific period.
Price

The contract price for the line item.

If the price depends on either the quantity that is sold at one time, or the date of sale, you must record the price in a graded scale by using the Price Book Lines (tdpcg0131m000) session.

Note: 
  • You cannot define a price record for a generic item.
  • To avoid mistakes, no default price is offered.
  • If the item on the contract 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 Allow Zero Price check box is selected in the Sales Contract Parameters (tdsls0100s300) session, you can specify a price of zero (0) in this field.
  • 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 sales price unit.

Price

The price of the sales contract line item.

This price is retrieved from the Price, Book Price, or Active Revision Price field.

Currency

The currency in which the sales contract amounts are expressed.

/

price unit

Material Price

The sales contract line item's total material price.

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

Contract Date

contract date

Default value

LN retrieves the default contract date from the Sales Contracts (tdsls3500m000) session.

Note: A contract can consist of several contract lines which have the same duration. However, the time at which the agreement is concluded with the customer can differ.
Action on Exceeding Expiry Date

Select the action that is carried out when the contract line's expiry date is exceeded.

Note: 
  • If the Use Contracts for Schedules check box is selected in the Sales Schedule Parameters (tdsls0100s500) session, when linking a contract line to a sales schedule, LN checks whether the generation date of the schedule header does not exceed the expiry date of the contract line. If schedule lines are added, this check is also executed.
  • If the Use Contracts for Schedules check box is cleared, when linking a contract line to a sales schedule line, LN checks whether the schedule line's start date does not exceed the expiry date of the contract line.
  • When linking a contract line to a sales order line, LN checks whether the order line's date, as determined by the Sales Price Date Type field in the Pricing Parameters (tdpcg0100m000) session, does not exceed the expiry date of the contract line.

Default value

This field is defaulted from the Action on Exceeding Expiry Date field in the Sales Contract Parameters (tdsls0100s300) session.

Allowed values

Skip Contract

The contract line is not linked to the sales order line or sales schedule. On the contract line, you can define tolerances by which the expiry date or maximum quantity can be exceeded before the contract is skipped.

Adopt Contract

The contract line is linked to the sales order line or sales schedule regardless of exceeding the contract validity.

Interactive

When the sales order line is created, LN asks you whether you want to link the contract line to the sales order line. For sales schedules, this option is not applicable and functions as the Skip Contract option without using tolerances.

Expiry Date Tolerance

The period, expressed in days, by which the expiry date can be exceeded before sales orders and schedules can no longer be linked to the contract line. If dates fall within this tolerance margin, you are notified about the expiration of the contract line.

Note: You can only fill this field if the Action on Exceeding Expiry Date is set to Skip Contract
Standard Description

If this check box is selected, both the item dependent text and the contract line text are printed on the contract acknowledgment.

If this check box is cleared, only the contract line text is printed on the contract acknowledgment.

Note: 
  • You can link contract line specific information to a contract line by clicking the text button.
  • If the Price Group field is filled, you cannot access the Standard Description field.
Contract Prices in Use

If this check box is selected, prices and discounts are retrieved from the linked sales contract price revision in the Sales Contract Prices (tdsls3103m000) session.

If this check box is cleared, prices and discounts are retrieved from the Sales Contract Lines (tdsls3501m000) session.

Note: From the appropriate menu, click Sales Contract Prices to specify price revisions for the contract line in the Sales Contract Prices (tdsls3103m000) session.
Active Revision Price

The price as retrieved from the sales contract price revision that is active for the contract line.

Note: 
  • A price can be displayed in this field only if the Contract Prices in Use check box is selected in the current 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.

Active Revision Price Unit

price unit

Price Book

price book

Note: The Used for Contracts check box must be selected for the price book in the Price Books (tdpcg0111m000) session.

Retro-Billed Price Changes present

If this check box is selected, a price change line exists that is not processed by the retrobilling process.

Note: Material price information is not taken into account for retrobilling.

Line Discount

The single discount percentage of the item. This single discount percentage applies to the total amount.

To enter more levels of discount percentages, you can zoom to the Line Discounts (tdpcg0200m200) session. The value entered in the Number of Discount Levels field of the Pricing Parameters (tdpcg0100m000) session, determines whether, in the Line Discounts (tdpcg0200m200) session, you can define a maximum of five levels of discount.

Note: You can only enter a discount percentage if the Discount Amount field and the Discount Schedule field are empty.
Discount Amount

The single discount amount of the item. This single discount amount applies to the total amount.

To enter more levels of discount amounts, you can zoom to the Line Discounts (tdpcg0200m200) session. The value entered in the Number of Discount Levels field of the Pricing Parameters (tdpcg0100m000) session, determines whether, in the Line Discounts (tdpcg0200m200) session, you can define a maximum of five levels of discount.

Note: You can only enter a discount amount if the Discount % field and the Discount Schedule field are empty.
Multi Level Discount

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

Discount Schedule

The discount schedule that is linked to the sales contract line.

If you link (a) discount schedule(s) to a sales contract line, the following conditions are mandatory:

  • The discount schedule must be Used for Sales Contracts.
  • The discount schedule line's effective date, as displayed in the Effective Date field of the Discount Schedule Lines (tdpcg0121m000) session, must be the same as or fall before the Effective Date in the Sales Contract Lines (tdsls3501m000) session.
  • The discount schedule's expiry date, as displayed in the Expiry Date field of the Discount Schedule Lines (tdpcg0121m000) session, must be the same as or fall after the Expiry Date in the Sales Contract Lines (tdsls3501m000) session.

To link more discount schedules to the contract, you can zoom to the Line Discount Schedules (tdpcg0521m100) session. Depending on the value entered in the Number of Discount Levels field of the Pricing Parameters (tdpcg0100m000) session, you can define a maximum of five discount schedules in the Line Discount Schedules (tdpcg0521m100) session.

Note: 

If you specified a value in the Discount % or Discount Amount fields, you cannot enter a discount schedule.

You can specify discount schedules in the Discount Schedule (tdpcg0612m000) session.

Discount Code

discount code

Total Discount Percentage

The discount percentage resulting from the contract line discount. The total discount amount is expressed as a percentage of the (gross) contract amount.

The Discount % is calculated as follows:


               Discount Amount / (agreed quantity * price) * 100%
Total Discount Amount

contract line discount amount

Note: The order (contract) line discount used in this formula, is the total of the level of discounts entered in the Line Discounts (tdpcg0200m200) session.
Total Amount

The net contract line amount, which is calculated based on the agreed quantity.

It is calculated as follows:


               Agreed Quantity * Price - Discount Amount
Determining

If this check box is selected, the selected contract line is taken into account when the total contract value is calculated for applying total contract discount to contracts.

Eligible

If this check box is selected, the calculated discount percentage is applied to the selected contract line.

Calculate Price with Cumulative

If this check box is selected, LN retrieves the price and discounts from the price book and discount schedules, based on the total cumulative quantities of the linked sales orders and sales schedules.

The sales price/discount that is retrieved from the sales contract price book/discount schedule, is based on the following calculation:

Contract called quantity + Sales order/schedule line quantity (converted to the unit of 
the contract line's agreed quantity)
Note: This functionality only applies if a price book/discount schedule is linked to the contract.

Example

The sales contract price book that is entered on the sales contract line is defined as follows:

Break (maximum) Qty Unit Price
10 pieces 30
20 pieces 20
30 pieces 10

The following sales order lines are created:

Order line Order quantity Contract called quantity (before order line is saved) Quantity for price determination Price (from price book)
1 5 0 5 30
2 10 5 5 + 10 20
3 10 15 15 + 10 10
Redetermine Price and Discounts at Shipment

If this check box is selected, and a sales schedule is linked to this contract line, sales schedule line prices and/or discounts are recalculated during shipment. Therefore, the delivered amount of the shipped goods reflects the actual contract price information.

When prices and discounts are redetermined, depends on the value of the sales schedule line's Payment field.

  • Pay on Receipt

    Prices and discounts are recalculated when a shipment is made for a sales schedule planned warehouse order line. Price and discount redetermination is based on the delivered quantity, inventory unit, and actual delivery date.

  • Pay on Use

    Prices and discounts are recalculated when a consumption is processed for a sales schedule planned warehouse order line. Price and discount redetermination is based on the consumed quantity, inventory unit, and consumption date.

If this check box is cleared, and a sales schedule is linked to this contract line, the price and discounts cannot be redetermined after the sales schedule is approved and planned warehouse orders are created.

Note: 
  • You can only select this check box if the Use Contracts for Schedules check box is selected in the Sales Schedule Parameters (tdsls0100s500) session.
  • To view the recalculated price and discount for the shipped goods, on the appropriate menu of the Sales Schedule Actual Delivery Lines (tdsls3140m100) and Sales Schedule Invoice Lines (tdsls3140m200) sessions, click Price and Discounts, which starts the Price and Discounts (tdpcg1600m000) session.

Minimum Quantity

The minimum contract quantity that you want to sell, expressed in the sales unit.

The quantity sold to the business partner often differs from the contract quantity. As a result, you can record the minimum quantity to be sold in the contract. Use the Evaluate Sales Contracts (tdsls3420m000) session to calculate the difference between called quantities and the minimum contract quantity.

Maximum Quantity

The maximum contract quantity that you want to sell, expressed in the sales unit.

The quantity sold to the business partner often differs from the contract quantity. Therefore, you can record the maximum quantity to be sold in the contract. Use the Evaluate Sales Contracts (tdsls3420m000) session to calculate the difference between called quantities and the maximum contract quantity.

Note: When the maximum quantity is reached, in the Action on Exceeding Maximum Quantity field of the current session, you can define what action is taken.
Action on Exceeding Maximum Quantity

You can select the action that is carried out when the maximum contract quantity is exceeded.

Note: 
  • If the Use Contracts for Schedules check box is selected in the Sales Schedule Parameters (tdsls0100s500) session, when linking a contract line to a sales schedule, LN checks whether the called quantity on the contract line does not exceed the maximum contract quantity. If schedule lines are added, this check is also executed.
  • If the Use Contracts for Schedules check box is cleared, when linking a contract line to a sales schedule line, LN checks whether the schedule line's ordered quantity does not exceed the maximum quantity on the contract line.
  • When linking a contract line to a sales order line, LN checks whether the called quantity on the contract line does not exceed the maximum contract quantity.

Default value

This field is defaulted from the Action on Exceeding Maximum Quantity field in the Sales Contract Parameters (tdsls0100s300) session.

Maximum Quantity Tolerance

The quantity, expressed in the sales unit, by which the maximum contract quantity can be exceeded before sales orders and schedules can no longer be linked to the contract line. If quantities fall within this tolerance margin, you are notified about the expiration of the contract line.

Note: You can only fill this field if the Action on Exceeding Maximum Quantity is set to Skip Contract.

The quantity, expressed in the inventory unit, with which the maximum contract quantity can be exceeded before sales orders and schedules can no longer be linked to the contract line. If a maximum quantity tolerance is applicable, you are notified about the expiration of the contract line.

Note: You can only fill this field if the Action on Exceeding Maximum Quantity is set to Skip Contract.
Evaluation [y/n/repeat]

Specify if the contract must be (re)evaluated.

Quantity Binding

This field indicates whether the agreed contract quantity is binding.

If this check box is selected, the Evaluate Sales Contracts (tdsls3420m000) session prints all differences between:

  • The called quantity and the maximum contract quantity.
  • The called quantity and the minimum contract quantity.

If this check box is cleared, the Evaluate Sales Contracts (tdsls3420m000) session only prints the differences if the minimum contract quantity or the maximum contract quantity are exceeded. The upper and lower limits of this range are percentages of the agreed quantity.

Minimum Order Quantity

The minimum order quantity, expressed in the inventory unit.

This field is used for informational purposes only.

Default value

The Minimum Order Quantity specified in the Items - Sales Business Partner (tdisa0510m000) session. If this quantity is zero, or if no combination exists for the item and sold-to business partner in the Items - Sales Business Partner (tdisa0510m000) session, the default order quantity is retrieved from the Items - Sales (tdisa0501m000) session.

Minimum Order Quantity

The minimum order quantity, expressed in the sales unit.

This field is used for informational purposes only.

Called Amount

The total of the called amounts for all the sales order/schedule lines that are linked to the contract line.

You can calculate the possible final amount on the expiry date by extrapolating data based on the called amount, the effective date and the expiry date. LN raises the called amount when a sales order/schedule line is linked to a contract line.

LN updates this (cumulative) amount:

  • During the input of sales order lines when a sales order is linked to a contract.
  • During the approval of a schedule line when a sales schedule is linked to a contract.
Invoiced Amount

The total of the invoiced amounts on sales order/schedule lines that are linked to a sales contract.

Note: 
  • You can calculate the possible invoiced amount on the expiry date by extrapolating data, based on the invoiced amount, the effective date, and the expiry date.
  • The invoiced amount is updated by the Process Delivered Sales Orders (tdsls4223m000)/ Process Delivered Sales Schedules (tdsls3223m000) session.
Ship-to Business Partner

ship-to business partner

Ship-to Address

address

Ship-to Contact

contact

Ship-to Warehouse

The warehouse to which the items are shipped.

Note: This field is enabled if the Ship-to Site is specified.

Intermediate Consignee

intermediate consignee

Intermediate Consignee Address

The address of the intermediate consignee.

Delivery Point

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

Delivery Terms

delivery terms