Sales Order - Installments (tdsls4600m100)

Use this session to view, enter, and maintain sales order installments.

This session supports easy installment entry and processing. You can manually enter installment lines for a sales order, or you can use a default installment schedule if installments reoccur.

You can start this session:

  • By clicking Installments on the appropriate menu of the Sales Order (tdsls4100m900) and Sales Orders (tdsls4100m000) sessions.
  • Stand-alone.

Tabs

  • Installment Lines

    Refers to the Sales Order Installments (tdsls4110m000) session. On this tab, you can view, enter, and maintain the installment lines of the sales (installment) order. Double-click the line for more detailed information.

  • Settlements

    Refers to the Installment - Settlements (tdsls4513s000) session. On this tab, you can view the settlements by installment. Settlements are displayed for invoiced installments after the goods invoice is printed.

Field Information

Sales Order

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

Status

The status of the sales order.

Allowed values

Suspended

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

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

Free

An order obtains this status if:

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

A free order waits for approval.

Approved

The order is approved.

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

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

Modified

An order obtains this status if:

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

A modified sales order must be approved again.

In Process

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

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

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

Closed

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

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

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

Canceled

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

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

Blocked

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

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

Released

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

Invoice-to Business Partner

invoice-to business partner

Invoicing by Installments

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

The following types of settlement exist:

  • Direct Settlement
  • Indirect Settlement

Allowed values

No
Installment Plan
Direct Settlement
Indirect Settlement
Closed
Currency

currency

Total Goods

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

Invoice Requested

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

Invoiced

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

Total Installments

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

Installments Requested

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

Invoiced Installments

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

Total Settled Installments

The total number of settled installments.

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