Checks - Order Line Entry

Description of Order Line Entry Checks

• Mandatory Checks

  The only mandatory check is to see whether there is an entered item.

• Optional Checks

  For each customer order type and customer, a number of optional checks are specified. These checks are described below.

  In certain cases, a check can be specified both per customer and per order type (for example, an agreement check). For each order type you specify whether to carry out the check, and for each customer you specify the conditions for the check.

• Availability Check

  When an availability check is used, the ordered quantity is checked to ensure it can be delivered on the requested delivery date. This quantity is compared to the available to promise (ATP).

  If the ordered quantity cannot be delivered, the available inventory and expected receipts are automatically displayed in 'Material Plan. Check Shortages - ATP' (MMS165/B). This panel can also be used to change the confirmed delivery date as well as enter any alternative warehouses and/or items.

• Global Capable to Promise (Global CTP) Check

  The general purpose of using Global CTP is to find the best alternative way to supply a demand from a customer. When Global CTP is used a whole set of checks can be performed. The checks can be combinations of availability, capacity in manufacturing, critical material in production, etc. This is decided in the supply model. Global CTP is described in detail in the business process Supply Chain Planning.

• Credit Check

  When a credit check is used, a warning is issued if a credit limit is exceeded. When this occurs, customer order line entry can continue, but the customer order must be manually approved in 'Customer Order. Stop' (OIS120), before it can be printed on a picking list.

• Reasonability Check

  When a reasonability check is used, the quantity is checked to ensure it is reasonable. The quantity is compared to specified values defined per item, or per customer/item combination. See program 'Customer. Connect Item' (OIS005).

• Assortment Check

  When an assortment check is used, the customer is checked as to whether it can purchase the items ordered. Customers can only purchase items included in an assortment to which they are connected.

• Duplicate Check

  A duplicate check is used to ensure the item is not entered more than once for the same confirmed delivery date.

• Contribution Ratio Check

  A contribution margin ratio check is used to ensure the item is not sold for a price with too low a contribution ratio.

• Agreement Check

  An agreement check can be used for order lines to determine whether there is a valid agreement with the customer for the item. The agreement is checked and retrieved as defined in both the customer file and customer order type.

• Sales Price Check

  A sales price checks determines whether a sales price may be used and if a price of zero may be entered.

  There are different rules for how this check is carried out. For example, the price may be zero, a warning is issued when the price is zero, and the item may not be entered if the price is zero. The rule is specified in 'CO Type. Open' (OIS010/I).

• Cost Price Check

  A cost price check determines whether a cost price is displayed, if it may be changed, and if it may be zero.

  There are different rules for how these three factors are combined. The rules are specified in 'CO Type. Open' (OIS010/I).