Generate (Project PCS) Structure for Sales Orders (tdsls4244m000)

Use this session to generate a project structure or product structure for sales order line items.

Generation of a project structure, a product structure, or both, is based on the settings of these check boxes:

  • The Customizable and With PCS check boxes in the Items (tcibd0501m000) session.
  • The Make Customized check box in the Sales Order Lines (tdsls4101m000) session
  • The Generate Project (PCS) Parts for Cost/Service Items check box in the current session
  • The Generate Project (PCS) Parts for all orders check box in the current session

Customizing unit effective items

To customize a unit effective item in the Generate (Project PCS) Structure for Sales Orders (tdsls4244m000) session, a full copy method is used. This means that the complete bill of material as well as all operations, applicable to all effectivity units, are copied to the PCS project. In addition, all exceptions linked to BOM lines and operations are copied.

If you make changes to an effectivity unit in a PCS project, for example, by changing the effectivity unit on the linked sales order, you do not need to regenerate the PCS project, because all data related to the unit effective item is already present. Furthermore, the changed design of an effectivity unit is automatically taken into account for the next order planning run in Enterprise Planning.

Note: 
  • Unit effective routings are not copied to the PCS project. Similar to routings that are not unit effective, either the default routing of the unit effective item, or a routing based on a fixed order quantity or economic order quantity is copied to the PCS project.
  • This functionality does not apply to generic items.
Note: 
  • If, for a generic item, the Customizable check box is selected, but the With PCS is cleared in the Items (tcibd0501m000) session, no project structure is generated for the item, only a product structure. As a result, the generic item is converted to a newly configured standard item instead of a customized item. The configuration of a generic item without a PCS project linked has the advantage that you do not need to calculate project costs you do not require, nor delete the project structures afterwards.
  • You can generate one project structure for each sales order or consolidate a range of sales orders into a single project structure.
  • If you choose to create one project structure for each order, you can use the sales order number as the project number.
  • When you generate the structure of a generic item without a PCS project linked to it, the newly configured standard item has no project code as a distinctive feature. To make the item code distinctive, clear the Identifying Item Code in the Product Configuration Parameters (tipcf0100m000) session. As a result, LN adds a sequence number to the item code of the generic item to generate new item codes for each product variant. You can specify the exact position of this sequence number in the Sequence Number of Item Code from Position and Sequence Number of Item Code to Position fields of the Product Configuration Parameters (tipcf0100m000) sessions. New item codes are generated for the end item derived from the generic item, and for all materials of the end item that have the Customizable check box selected.

Field Information

Generation Method

Select the order generation method used to generate an item structure for sales orders.

  • Engineer-to-Order

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

  • Standard-to-Order

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

The series used to generate the project code.

Initial Project Status

The default status of the project, which determines the functionality that you can use for the project.

  • Free

    The customized item is created, but planned orders cannot be generated for the project in Enterprise Planning .

  • Simulated

    Planning is allowed, but you cannot transfer the planned orders for the project to the execution level. This status is often used to determine the lead time for a project in the negotiation phase with the customer.

  • Active

    You can execute all activities for the project, such as planning, transfer, and execution of orders.
Create a Project (PCS) per Sales Order

If this check box is selected, a project is created for each sales order. All items for the various lines of the sales order receive the same project code when the project is generated.

Note: If the Link Installments to Projects check box is selected in the Sales Order Parameters (tdsls0100s400) session, this check box is by default selected and disabled.
Equate Project (PCS) with Sales Order

If this check box is selected, the number created for the project is equal to the sales order number. If this check box is cleared, you must define Project Series to generate a project code.

Check Standard Item Inventory

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

Note: This check is only carried out for generic end items that have the Customizable check box selected in the Items (tcibd0501m000) session. For generic end items with the Customizable check box cleared, no inventory check is performed and a new customized item is always generated.
Ignore Warehouse from BOM

If this check box is selected, a warehouse is defaulted to the order line by using the standard warehouse defaulting logic for manually entering an order line.

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. Sales Order Header.
  5. User Profile.
  6. Item Ordering Data.
  7. Sales Office.

If this check box is cleared, the Warehouse from the Bill of Material (tibom1110m000) session is defaulted to the order line.

Print to predefined Device

If this check box is selected, the report is printed on your default printer.

If this check box is cleared, the report is printed on an alternative, to be specified printer.

Create Order Lines for Phantom

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

Note: 

The components' sales order price is calculated based on the following:

  • The price, discount, and quantity for the generic item that is originally entered on the sales order line.
  • The number of different components.
  • The order quantity for each component.

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

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

Example

Item Price (Euro)
Product variant GEN1 120
Generic item A 90
Component 1 30
Component 2 30
Component 3 30
  1. Generic item A and product variant GEN1 are entered on sales order line 10. Generic item A, which is linked to product variant GEN1, is defined as a phantom item. Because a discount of 30 Euro is entered on this sales order line, the price is 90 Euro.
  2. The product variant is configured with the features (components) 1, 2, and 3.
  3. The Generate (Project PCS) Structure for Sales Orders (tdsls4244m000) session is run with the Create Order Lines for Phantom check box selected.
  4. On sales order line 10, LN automatically replaces Generic item A with component 1 and adds order lines 20 and 30 for the components 2, and 3.

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

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

    As a result, you must perform the following:

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

Generate Project (PCS) Parts for Cost/Service Items

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

Setting 1

The Generate Project (PCS) Parts for Cost/Service Items and Generate Project (PCS) Parts for all orders check boxes are both cleared.

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

For these orders:

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

Setting 2

The Generate Project (PCS) Parts for Cost/Service Items is selected, but the Generate Project (PCS) Parts for all orders check box is cleared.

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

For these orders:

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

Setting 3

The Generate Project (PCS) Parts for Cost/Service Items is cleared, but the Generate Project (PCS) Parts for all orders check box is selected.

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

For these orders:

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

Setting 4

The Generate Project (PCS) Parts for Cost/Service Items and the Generate Project (PCS) Parts for all orders check boxes are both selected.

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

For these orders:

  • The cost and service items are linked as project parts.
  • The purchased and manufactured items are linked as project parts.
Note: 
  • To prevent you from processing the same orders and linking the same items as project parts, in this session, LN does not take into account the sales order lines for which the Make Customized check box is cleared and the Project is filled in the Sales Order Lines (tdsls4101m000) session.
  • You can view and maintain project parts in the Project Parts (tipcs2111m000) session.
Generate Project (PCS) Parts for all orders

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

Note: If you add, for example, a new sales order line to an existing order for which a project structure is already generated, you can select this check box to indicate that the new item must also be linked to the project as a project part. In addition, if the Create a Project (PCS) per Sales Order check box is selected in this session, the sales order's project is used. If the Create a Project (PCS) per Sales Order check box is cleared, the project part is linked to a new project.
Note: 
  • To prevent you from processing the same orders and linking the same items as project parts, in this session, LN does not take into account the sales order lines for which the Make Customized check box is cleared and the Project is filled in the Sales Order Lines (tdsls4101m000) session.
  • You can view and maintain project parts in the Project Parts (tipcs2111m000) session.

For details, refer to the online Help of the Generate Project (PCS) Parts for Cost/Service Items check box.

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