Sales Orders (tdsls4100m000)

Field Information

Sales Order

The number that identifies the sales order.

Sales Order Type

sales order types

Default value

The default value is the order type assigned to the customer defined in the Sold-to Business Partner (tccom4110s000) session. If no order type is assigned to the sold-to business partner, the default is the order type assigned to the user's logon code defined in the Sales User Profiles (tdsls0139m000) session.

Note: If the warehouse is WMS controlled, and the Collect Orders check box is cleared for the warehouse in the WMS Interface Parameters (whwmd2105m000) session, you cannot enter a collect order type in this field.

Order Date

order date

Default value

system date

Sold-to Business Partner

sold-to business partner

Note: This field determines most of the defaults for the other fields in the sales order header.

Customer Order

customer order number

Sales Office

sales office

Default value

When you enter a sales order, LN retrieves the sales office from the Sales User Profiles (tdsls0139m000) session. This value can be changed. If no sales office is found in the Sales User Profiles (tdsls0139m000) session, LN searches the Sold-to Business Partner (tccom4110s000) session. If no sales office is found in the Sold-to Business Partner (tccom4110s000) session either, no sales office is defined. As a result, LN cannot retrieve a default sales office.

Financial Department

financial department

The financial department enables you to process financial transactions for an order in another financial company than the financial company of the sales office.

Note: 

• The financial department must have a tax ID in the tax country.
• This field is only visible if the Use Tax Numbers of other Financial Companies check box is selected in the Tax Parameters (tctax0100m000) session.

Default value

• This field is defaulted from the Sales Office field.
• This field retrieves the default financial data of its financial company for the sales order.

Internal

The sales representative of your company who is responsible for contact with the sold-to business partner.

Order Amount

The total order amount. This is a cumulative value of all the sales order line amounts after discounts are deducted.

Currency

The currency in which the sales order amounts are expressed.

Note: If sales order lines are already recorded, you cannot change the currency.

Promotions

If this check box is selected, a promotion is applied to the sales order.

Installments

If this check box is selected, the sales order has linked installments.

Note: LN automatically selects this check box if the Invoicing by Installments field is set to Direct Settlement, Indirect Settlement, or Installment Plan.

Rush Order

If this check box is selected, this order is a rush order.

Customer Requested Delivery Date

The delivery date requested by the customer for the sales order, which is used as the default date.

Note: 

• This check box is displayed only if the Use Customer Requested Delivery Date is selected in the Sales Order Parameters (tdsls0100s400) session.
• This check box is enabled only if the Use Customer Requested Delivery Date is selected in the Sales Offices (tdsls0512m000) session.

Delivery Pattern

The pattern used to determine the moment of delivery.

Note: 

• You can define delivery patterns in the Patterns (tcccp0690m000) session.
• This field is enabled only if the:
  • Extended Inventory Check is selected in the Sales Order Parameters (tdsls0100s400) session.
  • Extended Inventory Check is selected in the Sales Order Type (tdsls0694m000) session.
  • Extended Inventory Check is selected in the Sales Settings by Site (tdsls0511m000) session.
  • Use Delivery Patterns is selected in the Sales Order Type (tdsls0694m000) session.

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.

Sales Acknowledgment

The sales acknowledgment code for the sales order header.

Change Order Sequence

The change order sequence number for the sales order header.

Change Reason

The change reason code for the sales order header.

Change Type

The change type for the sales order header.

Customer Change Order Sequence

The latest change order sequence number received from the customer in the Sales Order - Customer Change Order Sequence Numbers (tdsls4522m000) session.

Order Reference

The reference to the order number of another application.

Additional Field

additional information

Business Partner

pay-by business partner

Address

The address of the pay-by business partner.

Contact

The pay-by business partner's contact.

Full Name

The contact's full name.

Payment Terms

payment terms

Default value

If this order is a rush order, this field is defaulted from the Rush Payment Terms field in the Sales Order Parameters (tdsls0100s400) session. However, you can change the default value.

Late Payment Surcharge

late payment surcharge

Payment Method

payment method

Letter of Credit Required

If this check box is selected, a letter of credit (L/C) must be linked to the current document.

Letter of Credit ID

The letter of credit (L/C) linked to the current document.

Trade Type

The trade type of the letter of credit (L/C).

Bank Guarantee - Beneficiary Required

If this check box is selected, the bank guarantee defined as a beneficiary must be linked to the current document.

Note: 

This field is displayed only if:

• The Trade Management check box is selected in the Implemented Software Components (tccom0100s000) session.
• The Export and Domestic Outbound check boxes are selected for any financial company in the Financial Trade Management Parameters (tcgtc9199m000) session.

Bank Guarantee ID

The unique identification number of the bank guarantee as a beneficiary that is linked to the current document.

Multi Bank Guarantees

If a check mark is displayed, multiple bank guarantees as a beneficiary are linked to the current document.

Bank Guarantee - Applicant Required

If this check box is selected, the bank guarantee defined as an applicant must be linked to the current document.

Note: 

This field is displayed only if:

• The Trade Management check box is selected in the Implemented Software Components (tccom0100s000) session.
• The Export and Domestic Outbound check boxes are selected for any financial company in the Financial Trade Management Parameters (tcgtc9199m000) session.

Bank Guarantee ID

The unique identification number of the bank guarantee as an applicant that is linked to the current document.

Multi Bank Guarantees

If a check mark is displayed, multiple bank guarantees as an applicant are linked to the current document.

Business Partner

invoice-to business partner

The default value in this field is taken from the Sold-to Business Partner (tccom4110s000) session or from the Invoice-to Business Partner (tccom4112s000) session. If no Invoice-to Business Partner is found in the Sold-to Business Partner (tccom4110s000) session, LN searches the Invoice-to Business Partner (tccom4112s000) session. If no Invoice-to Business Partner is is found in the Invoice-to Business Partner (tccom4112s000) session either, no Invoice-to Business Partner is defined, and LN cannot enter a default value.

The Invoice-to Business Partner entered in this field is taken as the default value in the Sales Order Lines (tdsls4101m000) session.

Address

The address of the invoice-to business partner.

Contact

The invoice-to business partner's contact.

Exchange Rate Type

exchange rate type

Rate Determiner

rate determiner

Allowed values

Document Date

LN uses the rate that is valid on the date and time on which the documents are created. The Document Date rate determiner applies to all types of transactions. You can manually change the rate.

The rate is updated by Invoicing when the invoice is posted.

Manually Entered

You can manually enter the rate. By default, LN uses the rate that is valid on the date and time on which the documents are created. The Manually Entered rate determiner applies to all types of transactions.

Delivery Date

If the goods are not yet delivered, LN uses the rate that is valid on the order date. However, if this order date is in the past, LN uses the rate that is valid on the current date.

If the goods are delivered, LN uses the rate that is valid on the actual delivery date.

The Delivery Date rate determiner only applies to sales orders, service orders, and sales invoices. You cannot manually change the rate.

Receipt Date

LN uses the rate that is valid on the date and time on which you expect to receive the goods. The Receipt Date rate determiner only applies to purchase orders and purchase invoices. You cannot manually change the rate.

Expected Cash Date

LN uses the rate that is valid on the date and time at which payment of the sales invoice or purchase invoice is expected.

Expected cash date = expected delivery/receipt date + payment period 

The payment period is specified in the Payment Terms (tcmcs0113s000) session. The Expected Cash Date rate determiner applies to all types of transactions. You cannot manually change the rate.

The rate is updated by Invoicing when the invoice is posted.

Fixed

You can use this rate determiner only for a dependent currency system or a single currency system. The Fixed rate determiner applies to all types of transactions.

If you manually enter the rates between the transaction currency and the reference currencies, the rate is fixed. If you do not manually enter the rates, the rate is not fixed and LN uses the rate that is valid on the date and time on which the documents are created.

Fixed Hard

You can use this rate determiner only for an independent currency system. The Fixed Hard rate determiner applies to all types of transactions.

If you manually enter the rate between the transaction currency and the reporting currencies, the rates are fixed. The local currency rate is based on the document date of the actual document.

If you do not manually enter the rate between the transaction currency and the reporting currencies, the rates are not fixed and LN uses the rates that are valid on the date and time on which the documents are created.

Fixed Local

You can use this rate determiner only for an independent currency system. The Fixed Local rate determiner applies to all types of transactions.

If you manually enter the rate between the transaction currency and the local currency, the rate is fixed. The other rates are based on the document date of the actual document.

If you do not manually enter the local currency rate, the rate is not fixed and LN uses the rate that is valid on the date and time on which the documents are created.

Fixed Local and Hard

You can use this rate determiner only for an independent currency system. The Fixed Local and Hard rate determiner applies to all types of transactions.

If you manually enter the rate between the transaction currency and the home currencies, the rates are fixed. The local currency rate is based on the document date of the actual document.

If you do not manually enter the rates between the transaction currency and the home currencies, the rates are not fixed and LN uses the rates that are valid on the date and time on which the documents are created.

Rate/Rate Factor

currency exchange rate

Rate Factor

rate factor

Rate/Rate Factor

The conversion between the home currency and the currency that is used on the sales order.

Invoicing by Installments

You can indicate if and how the sales order is invoiced in installments.

Allowed values

No

Installment Plan

Direct Settlement

Indirect Settlement

Closed

Note: 

• Segment accounting is applicable for installments only if this field is set to Installment Plan
• This field is disabled if the sales order:
  • Is a cost order, a collect order, a consignment order, a return order, or a retrobilled order.
  • Contains lines with a different Sales Type.

  • For header-based installments:

    Contains lines with a different Tax Code and the Apply Tax to Installments check box is selected in the Sales Order Parameters (tdsls0100s400) session.
  • Contains lines with a different Project and the Link Installments to Projects check box is selected in the Sales Order Parameters (tdsls0100s400) session.

Plan

installment plan

Note: You can view the installments based on the installment plan in the Installments (cisli8620m000) session.

Default value

The Installment Plan in the Invoice-to Business Partners (tccom4512m000) session.

Goods Acceptance Date

The date all ordered goods are accepted by the customer after delivery and the guarantee invoice can be sent.

Note: If, in the Sales Order Parameters (tdsls0100s400) session, the Goods Acceptance Date Mandatory for Guarantee Installments check box is selected, you must specify this field before Guarantee installments can be released to Invoicing .

Tax Classification

tax classification

Default value

This field is defaulted from the Business Partner Tax Classification field of the Invoice-to Business Partner (tccom4112s000) session.

Self-Billing

If this check box is selected, self-billing is applicable. In this case, the invoice is created by the sold-to business partner.

Freight Costs to be Invoiced

If this check box is selected, the invoice-to business partner is invoiced for the freight costs you make.

Invoice Freight Costs Based On

A company can invoice freight rates to the invoice-to business partner, based on one of the following:

• Freight Costs.
• Freight Costs (Update Allowed).
• Client Rates.

Note: The default value of this field is taken from the Invoice for Freight Based On field in the Invoice-to Business Partner (tccom4112s000) session.

Ship-to Business Partner

ship-to business partner

The default value in this field is taken from the Sold-to Business Partner (tccom4110s000) session or from the Ship-to Business Partner (tccom4111s000) session. If no Ship-to Business Partner is found in the Sold-to Business Partner (tccom4110s000) session, LN searches the Ship-to Business Partner (tccom4111s000) session. If no Ship-to Business Partner is found in the Ship-to Business Partner (tccom4111s000) session either, no Ship-to Business Partner is defined, and LN cannot enter a default value.

The Ship-to Business Partner entered in this field is taken as the default value in the Sales Order Lines (tdsls4101m000) session.

Address

The address of the ship-to business partner.

Note: 

If the sales order is of the Consignment Replenishment type, you can zoom to the Warehouses (tcmcs0503m000) session to display all consignment owned warehouses that are linked to the ship-to business partner. After a consignment warehouse is selected and the consignment replenishment sales order is released to Warehousing , LN uses the ship-to address for determining the warehouse that must be replenished and that must be used on the warehouse transfer order.

If the ship-to address is a default address, LN checks whether it is linked to a consignment owned warehouse for the ship-to business partner in the Warehouses (tcmcs0503m000) session. If yes, the address is accepted. If not, the address of the first consignment owned warehouse that is linked to the ship-to business partner, is used.

Contact

The ship-to business partner's contact.

Planned Delivery Date

planned delivery date

Default value

The default value is the Order Date.

However, the planned delivery date can deviate from the order date if:

• You change the planned delivery date manually.
• You recalculate the planned delivery date with the Calculate button.

Planned Receipt Date

The planned date for the customer to receive the goods.

Default value

The default value is the Planned Delivery Date.

However, the planned receipt date can deviate from the planned delivery date if:

• You change the planned receipt date manually.
• You recalculate the planned receipt date with the Calculate button.

Order Confirmation Date

order confirmation date

Note: This field can only be filled if the Use Confirmation (Sales) check box is selected in the Implemented Software Components (tccom0500m000) details session.

Shipping Constraint

The terms and conditions related to the shipment of goods.

Default value

This field is defaulted as follows:

1. From the Sales Order Types (tdsls0594m000) session.
2. If the Shipping Constraint is Not Applicable in the Sales Order Types (tdsls0594m000) session, from the Sold-to Business Partners (tccom4510m000) session.

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.

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.

Warehouse

warehouse

Route

The route according to which the sales order is normally delivered. By default, LN retrieves this information from the ship-to business partner data.

Carrier/LSP

carrier

Delivery Terms

delivery terms

Default value

If this order is a rush order, this field is defaulted from the Rush Delivery Terms field in the Sales Order Parameters (tdsls0100s400) session. However, you can change the default value.

Shipment

The shipment to which the shipment based additional costs are linked.

Note: This field is automatically filled and disabled for sales orders with the Shipment origin. You can manually enter a shipment ID for sales cost orders with the Manual origin.

Point of Title Passage

point of title passage

Allow Inventory Recheck for Promised Lines

If this check box is selected, the sales order line must be taken into consideration when rechecking the inventory.

Note: This check box is displayed only if the Extended Inventory Check field is set to Yes in the Sales Quotation Parameters (tdsls0100s100) session.

Delivery Note

Motive of Transport

motive of transport

Delivery Code

delivery code

Code

The code of the sold-to business partner's contact.

Phone

Your contact's (direct) telephone number.

Code

The sold-to business partner's address code.

Address

The sold-to business partner's address.

Extended Service Integration

If this check box is selected, an extended integration with Service for after-sales services is or can be applicable for the sales order.

Note: The setting of this check box and the Extended Service Integration check box in the Sales Order Parameters (tdsls0100s400) session are the same.

Line of Business

The line of business under which the sold-to business partner is grouped.

Area

area

Default value

The default area that is assigned to the sold-to business partner is derived from the Sold-to Business Partners (tccom4510m000) session.

Order Discount

The order discount percentage that is applied to the sales order.

Note: For cost items and service items, no order header discount is calculated.

Default value

The default order discount percentage is derived from the Sold-to Business Partners (tccom4510m000) session.

Sales Price List

price list

Price List for Direct Delivery

The price list for direct delivery.

Note: If any of the order lines is delivered directly to the ship-to business partner, you can define special price agreements in the Pricing module.

BP Prices/Discounts

business-partner prices/discounts

Business Partner Texts

business-partner texts

Total Promotion Discount

The total promotion discount based on all applied promotions.

Multiple Promotion Method

Indicates the application method of multiple promotions if you select multiple promotions at the sales order header level.

Origin

The origin of the sales order.

Allowed values

Contracts

The sales order is generated from a scheduled requirement for a sales contract using the Generate Sales Orders from Delivery Schemes (tdsls3204m000) session.

Consumption

The sales consignment invoicing order is generated to register consumptions. Applicable if, in the Implemented Software Components (tccom0100s000) session, Ownership External is selected.

CRM

The sales order, or quotation originates from another software application.

EDI

The sales order, or schedule is generated using external electronic data interchange (EDI).

Fax

The sales order, or quotation originates from a fax.

Intercompany EDI

The sales order is generated using internal electronic data interchange (EDI).

Manual

The sales order, schedule, or quotation is manually specified.

Mail

The sales order, or quotation originates from a mail request.

Order Template

The sales order is generated from a template using the Sales Order Templates (tdsls2505m000) or Sales Order Template (tdsls2605m000) sessions.

Opportunity

The sales quotation is generated from an opportunity using the Opportunity (tdsmi1610m000) session.

Phone

The sales order, or quotation originates from a telephone call.

Planning

The sales order, or schedule originates from the Enterprise Planning package. The sales order/schedule is an order/schedule for VMI and is used to transfer items from the supplier's own inventory to a VMI warehouse at the customer's location.

Purchase

The material supply sales order or schedule is generated in the Purchase Order Material Supply Lines (tdpur4116m000) session or the Generate Supply Orders for Subcontracting (tdpur4216m000) session. The sales order/schedule includes supply lines that are used to transfer the required material from your (the manufacturer's or service organization's) Supply-from Warehouse to the subcontractor's Supply-to Warehouse.

Quotations

The sales order is generated from a sales quotation using the Process Sales Quotations (tdsls1200m000) session.

Retro-Billing

The retrobilled sales order is generated using the Generate Retrobilled Sales Orders (tdsls3271d000) session.

Service

The sales order or quotation originates from the Service package.

Shipment

The sales shipment cost order is generated to register shipment based additional costs. For more information, refer to Additional costs - shipment based.

Reference A

reference A

Reference B

reference B

Contract

special contract

After the contract number is entered, the order header data is loaded with the default values in the header of the contract. Specific addresses are also copied. In this way, the contract terms are adopted on the order level, allowing adoption of the contract price and/or contract discount as well.

The purpose of this field is to serve as a default for the Contract field of the Sales Order Lines (tdsls4101m000) session. However, the action LN takes depends on the value of the Interactive Contract Linking check box in the Sales Contract Parameters (tdsls0100s300) session.

Note: 

The contract must be:

• Active: The check whether a contract is active or not is performed based on the Sales Price Date Type parameter in the Pricing Parameters (tdpcg0100m000) session.
• Of the Special Contract type.

Project

project

This field serves as a default for the Project field in the Sales Order Lines (tdsls4101m000) session.

Credit Limit

credit limit

Available Credit

The value of this field is calculated as follows:

The value of the Credit Limit field minus the sum of the following fields in the Invoice-to Business Partner Balances (tccom4513m000) session:

• Order Balance
• Balance Receivable
• Composed Invoice Balance

Currency

The currency in which the Available Credit and the Credit Limit are expressed.

Original Document Type

The document type that is linked to the original document if the sales order type is a return order.

Allowed values

Invoice

The original sales invoice that is linked to the return order.

Order

The original sales order that is linked to the return order.

Shipment

The original order shipment that is linked to the return order.

Schedule

The original sales schedule that is linked to the return order.

Schedule Shipment

The original schedule shipment that is linked to the return order.

Retro-Billed Schedule

The original sales schedule that is linked to the retrobilled sales order.

Retro-Billed Order

The original sales order that is linked to the retrobilled sales order.

Original Document Number

The financial company on the invoice where the delivered goods are stored for the return order.

Return Transaction Type

The transaction type code on the document for the return order.

Original Document Number

The original document number for the return order.

Note: 

• If the fields in the Returns group box are filled and you click Copy from Original Document on the appropriate menu, dependent on the Original Document Type, a session starts from which you can select the lines of the original document to be copied to the current order. As a result, a link is created between the original order line and the return order line.
• When a return order is linked to an original Order and you click Copy from Original Document on the appropriate menu, the original sales/issue integration transactions are reversed. When copy from original order is not carried out, fixed transfer price (FTP) is used to create the financial integration transactions for the sales return order.

Return Reason

return reason

External

The sales representative of your company who calls on the sold-to business partner, mainly by visits.

Log Order History

If this check box is selected, history must be logged for the sales order.

Note: This field cannot be changed during the life cycle of the sales order.

Default value

This field is defaulted from the Log Order History parameter in the Sales Order Parameters (tdsls0100s400) session at the moment the sales order is created. If the parameter changes after the sales order creation date, this field is not changed.

Log EDI Order History

If this check box is selected, history must be logged for the sales order if it is generated through electronic data interchange (EDI).

Note: This field cannot be changed during the life cycle of the sales order.

Default value

This field is defaulted from the Log EDI Order History parameter in the Sales Order Parameters (tdsls0100s400) session at the moment the sales order is created. If the parameter changes after the sales order creation date, this field is not changed.

Start Logging Order History at

The moment the sales order history is logged.

Note: This field cannot be changed during the life cycle of the sales order.

Default value

This field is defaulted from the Start Logging Order History at parameter in the Sales Order Parameters (tdsls0100s400) session at the moment the sales order is created. If the parameter changes after the sales order creation date, this field is not changed.

Allowed values

Order Entry

History is logged during order entry.

Approval

History is logged when approving the order.

Header Text

If this check box is selected, header text exists for the sales order. This text is printed on the sales invoice.

Footer Text

If this check box is selected, footer text exists for the sales order. This text is printed on the sales invoice.