<?xml version="1.0" encoding="utf-8"?>
<Session ID="/baanerp/td/sls/tdsls1201m100" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Generate (Budget) Structure for Sales Quotations (tdsls1201m100)</Title>
	</Header>
	<HelpTopic><AimSection><List><ListIntro>Use this session to generate the following structures for items on the sales quotation line with the <GUIRef href="/baanerp/tc/ibd/tcibd2100s000#tcibd200.opol" role="formfield">Order Policy</GUIRef> field in the <GUIRef href="/baanerp/tc/ibd/tcibd2100s000" role="session">Item - Ordering (tcibd2100s000)</GUIRef> session set to <GUIRef href="/baanerp/tc/domains/opol#on.order" role="enum">To Order</GUIRef> or <GUIRef href="/baanerp/tc/domains/opol#anonymous" role="enum">Anonymous</GUIRef>:</ListIntro>
				<ListItem>A <Link href="/baanerp/ti/glossary/glossary#000082" role="glossary">budget</Link> structure.</ListItem>
				<ListItem>A <Link href="/baanerp/ti/glossary/glossary#000074" role="glossary">product structure</Link>.</ListItem>
			</List>
			<List><ListIntro>Whether a budget stucture and/or a product structure is generated for <GUIRef href="/baanerp/tc/domains/opol#on.order" role="enum">To Order</GUIRef> or <GUIRef href="/baanerp/tc/domains/opol#anonymous" role="enum">Anonymous</GUIRef> items, depends on the settings of the following check boxes:</ListIntro>
				<ListItem>The <Link href="/baanerp/td/sls/tdsls1101s000#tdsls101.opol" role="fieldhelp">Make Customized</Link> check box in the <GUIRef href="/baanerp/td/sls/tdsls1101s000" role="session">Sales Quotation Lines (tdsls1101s000)</GUIRef> session.</ListItem>
				<ListItem>The <GUIRef href="/baanerp/td/sls/tdsls1201m100#gen.cs.proj.parts" role="formfield">Generate Budget Parts for Cost/Service Items</GUIRef> check box in the current session.</ListItem>
				<ListItem>The <GUIRef href="/baanerp/td/sls/tdsls1201m100#include.all.order" role="formfield">Generate Budget Parts for all orders</GUIRef> check box in the current session.</ListItem>
			</List>
		</AimSection>
		<Note><SectionTitle>Note</SectionTitle>
			<List><ListItem>If the sales quotation is converted into a sales order, you must copy the budget to a project if the order policy of the item is <GUIRef href="/baanerp/tc/domains/opol#on.order" role="enum">To Order</GUIRef>. If the order policy of a <Link href="/baanerp/ti/glossary/glossary#GeneriItem.ti" role="glossary">generic item</Link> is set to <GUIRef href="/baanerp/tc/domains/opol#anonymous" role="enum">Anonymous</GUIRef>, the generic item is converted into a newly configured <Link href="/baanerp/ti/glossary/glossary#StandaItem.ti" role="glossary">standard item</Link>, instead of a <Link href="/baanerp/ti/glossary/glossary#CustomItem.ti" role="glossary">customized item</Link>. The configuration of a generic item without a budget linked to it has the advantage that you do not need to calculate budget costs.</ListItem>
				<ListItem>You can generate one budget structure for each sales quotation or consolidate a range of sales quotations into a single budget structure.</ListItem>
				<ListItem>If you choose to create one budget structure for each quotation, you can use the sales quotation number as the budget number.</ListItem>
				<ListItem>If you generate the structure of a generic item without a budget linked to it, the newly configured standard item has no budget code as a distinctive feature. To make the item code distinctive, clear the <GUIRef href="/baanerp/ti/pcf/tipcf0100m000#tipcf000.idic" role="formfield">Identifying Item Code</GUIRef> in the <GUIRef href="/baanerp/ti/pcf/tipcf0100m000" role="session">Product Configuration Parameters (tipcf0100m000)</GUIRef> session. As a result, SSA ERP adds a sequence number to the item code of the generic item to generate new item codes for each product variant. New item codes are generated for the end item derived from the generic item, and for all materials of the end item that are <GUIRef href="/baanerp/tc/domains/opol#on.order" role="enum">To Order</GUIRef>.</ListItem>
			</List>
		</Note>
		<GeneralSection><SectionTitle>To customize unit effective items</SectionTitle>
			<Paragraph>If you want to <Link href="/baanerp/ti/glossary/glossary#CustomItem.ti" role="glossary">customize</Link> a unit effective item by using the <GUIRef href="/baanerp/td/sls/tdsls1201m100" role="session">Generate (Budget) Structure for Sales Quotations (tdsls1201m100)</GUIRef> 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 budget. In addition, all exceptions linked to BOM lines and operations are copied.</Paragraph>
			<Paragraph>If you make changes to an effectivity unit in a budget, for example, by changing the effectivity unit on the linked sales quotation, you do not need to regenerate the budget, because all data related to the unit effective item is already present.</Paragraph>
			<Note><SectionTitle>Note</SectionTitle>
				<List><ListItem>Unit effective routings are not copied to the budget. Similar to routings that are not unit effective, either the default routing of the unit effective item, or a routing based on fixed order quantity or economic order quantity is copied to the budget.</ListItem>
					<ListItem>This functionality does not apply to generic items.</ListItem>
				</List>
			</Note>
		</GeneralSection>
		<Important><SectionTitle>Important!</SectionTitle>
			<Paragraph>This session only processes sales quotation lines with the <GUIRef href="/baanerp/td/domains/sls.lsta#free" role="enum">Created</GUIRef> status.</Paragraph>
		</Important>
		<RelatedTopics><SectionTitle>Related topics</SectionTitle>
			<RelTopic><Link href="/baanerp/ti/onlinemanual/000345" role="manual">Lean PCS projects</Link>
			</RelTopic>
			<RelTopic><Link href="/baanerp/ti/onlinemanual/100004" role="manual">How to define a product model</Link>
			</RelTopic>
			<RelTopic><Link href="/baanerp/ti/onlinemanual/100008" role="manual">How to use a product model in a sales quotation</Link>
			</RelTopic>
			<RelTopic><Link href="/baanerp/tc/onlinemanual/000356" role="manual">Unit effectivity in PCS</Link>
			</RelTopic>
		</RelatedTopics>
	</HelpTopic>
	<Fields><FieldHelp ID="budg.by.slsq"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Create One Budget per Quotation</Title>
			</Header>
			<FuncDesc>If this check box is selected, each sales quotation creates a separate budget structure. All items in the various lines of the sales quotation receive the same code when the budget is generated.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="budg.eq.slsq"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Equate Budget No. with Sales Quotation No.</Title>
			</Header>
			<FuncDesc>If this check box is selected, the budget uses the same number as the sales quotation. If this check box is cleared, you must define <GUIRef href="/baanerp/td/sls/tdsls1201m100#tcmcs050.dsca" role="field">Budget Series</GUIRef> to generate a budget code.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="check.stock"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Check Standard Item Inventory</Title>
			</Header>
			<FuncDesc>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.</FuncDesc>
			<Note><SectionTitle>Note</SectionTitle>
				<Paragraph>This check is only carried out for generic end items with order policy <GUIRef href="/baanerp/tc/domains/opol#on.order" role="enum">To Order</GUIRef>. For generic end items with order policy <GUIRef href="/baanerp/tc/domains/opol#anonymous" role="enum">Anonymous</GUIRef>, no inventory check is performed and a new customized item is always generated, irrespective of whether or not this check box is selected.</Paragraph>
			</Note>
		</FieldHelp>
		<FieldHelp ID="cr.order.lines"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Create Order Lines for Phantom</Title>
			</Header>
			<FuncDesc>If this check box is selected, sales quotation lines for <Link href="/baanerp/ti/glossary/glossary#Phantom.ti" role="glossary">phantom</Link> items are replaced by sales quotation lines for the components of that same phantom.</FuncDesc>
			<Note><SectionTitle>Note</SectionTitle>
				<List><ListIntro>The components' sales quotation price is calculated based on the following:</ListIntro>
					<ListItem>The price, discount, and quantity for the generic item that is originally entered on the sales quotation line.</ListItem>
					<ListItem>The number of different components.</ListItem>
					<ListItem>The order quantity for each component.</ListItem>
				</List>
				<Paragraph>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.</Paragraph>
			</Note>
			<Caution><SectionTitle>Caution!</SectionTitle>
				<Paragraph>After the sales price is calculated for the quotation lines with the components, and you want to recalculate the price/discount for a component in the <GUIRef href="/baanerp/td/pcg/tdpcg0240s000" role="session">Recalculate Price and Discount (tdpcg0240s000)</GUIRef> session, take into account that the product variant price is assigned to the line and that SSA ERP 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.</Paragraph>
			</Caution>
			<SimpleSection><SectionTitle>Example</SectionTitle>
				<TABLE border="1"><TBODY><TR><TH>Item</TH>
							<TH>Price (Euro)</TH>
						</TR>
						<TR><TD>Product variant GEN1</TD>
							<TD>120</TD>
						</TR>
						<TR><TD>Generic item A</TD>
							<TD>90</TD>
						</TR>
						<TR><TD>Component 1</TD>
							<TD>30</TD>
						</TR>
						<TR><TD>Component 2</TD>
							<TD>30</TD>
						</TR>
						<TR><TD>Component 3</TD>
							<TD>30</TD>
						</TR>
					</TBODY>
				</TABLE>
				<ProcedureList><ListItem>Generic item A and product variant GEN1 are entered on sales quotation 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 quotation line, the price arrvies at 90 Euro.</ListItem>
					<ListItem>The product variant is configured with the features (components) 1, 2, and 3.</ListItem>
					<ListItem>The <GUIRef href="/baanerp/td/sls/tdsls1201m100" role="session">Generate (Budget) Structure for Sales Quotations (tdsls1201m100)</GUIRef> session is run with the <GUIRef href="/baanerp/td/sls/tdsls1201m100#cr.order.lines" role="formfield">Create Order Lines for Phantom</GUIRef> check box selected.</ListItem>
					<ListItem>On sales quotation line 10, SSA ERP automatically replaces Generic item A with component 1 and adds quotation lines 20 and 30 for the components 2, and 3. <List><ListIntro>If component 3 must be ordered twice, the prices on the quotation lines are:</ListIntro>
							<ListItem>Quotation line 10: 30 Euro</ListItem>
							<ListItem>Quotation line 20: 30 Euro</ListItem>
							<ListItem>Quotation line 30: 15 Euro</ListItem>
						</List>
					</ListItem>
					<ListItem>If you decide to recalculate the price/discount for quotation line 20, SSA ERP comes up with the product variant price of 120 Euro. <List><ListIntro>As a result, you must perform the following:</ListIntro>
							<ListItem>Change the price for quotation line 10 from 30 to 40 Euro.</ListItem>
							<ListItem>Change the price for quotation line 10 from 120 to 40 Euro.</ListItem>
							<ListItem>Change the price for quotation line 10 from 15 to 20 Euro.</ListItem>
						</List>
					</ListItem>
				</ProcedureList>
			</SimpleSection>
			<RelatedTopics><SectionTitle>Related topics</SectionTitle>
				<RelTopic><Link href="/baanerp/ti/onlinemanual/000038" role="manual">Defining phantoms</Link>
				</RelTopic>
			</RelatedTopics>
		</FieldHelp>
		<FieldHelp ID="gen.cs.proj.parts"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Generate Budget Parts for Cost/Service Items</Title>
			</Header>
			<FuncDesc>Together with the <GUIRef href="/baanerp/td/sls/tdsls1201m100#include.all.order" role="formfield">Generate Budget Parts for all orders</GUIRef> check box, this check box determines whether <Link href="/baanerp/ti/glossary/glossary#000015" role="glossary" Update="No">anonymous</Link> purchased, manufactured, cost or service items can be linked to a budget as a budget part.</FuncDesc>
			<SimpleSection><SectionTitle>Setting 1</SectionTitle>
				<Paragraph>The <GUIRef href="/baanerp/td/sls/tdsls1201m100#gen.cs.proj.parts" role="formfield">Generate Budget Parts for Cost/Service Items</GUIRef> and <GUIRef href="/baanerp/td/sls/tdsls1201m100#include.all.order" role="formfield">Generate Budget Parts for all orders</GUIRef> check boxes are both cleared.</Paragraph>
				<Paragraph>In this case, SSA ERP only takes into account the sales quotations that contain at least one sales quotation line with the <GUIRef href="/baanerp/td/sls/tdsls1101s000#tdsls101.opol" role="formfield">Make Customized</GUIRef> check box selected for the item.</Paragraph>
				<List><ListIntro>For these quotations:</ListIntro>
					<ListItem>The anonymous cost and service items are not linked as budget parts.</ListItem>
					<ListItem>The anonymous purchased and manufacured items are linked as budget parts.</ListItem>
				</List>
			</SimpleSection>
			<SimpleSection><SectionTitle>Setting 2</SectionTitle>
				<Paragraph>The <GUIRef href="/baanerp/td/sls/tdsls1201m100#gen.cs.proj.parts" role="formfield">Generate Budget Parts for Cost/Service Items</GUIRef> is selected, but the <GUIRef href="/baanerp/td/sls/tdsls1201m100#include.all.order" role="formfield">Generate Budget Parts for all orders</GUIRef> check box is cleared.</Paragraph>
				<Paragraph>In this case, SSA ERP only takes into account the sales quotations that contain at least one sales quotation line with the <GUIRef href="/baanerp/td/sls/tdsls1101s000#tdsls101.opol" role="formfield">Make Customized</GUIRef> check box selected for the item.</Paragraph>
				<List><ListIntro>For these quotations:</ListIntro>
					<ListItem>The anonymous cost and service items are linked as budget parts.</ListItem>
					<ListItem>The anonymous purchased and manufacured items are linked as budget parts.</ListItem>
				</List>
			</SimpleSection>
			<SimpleSection><SectionTitle>Setting 3</SectionTitle>
				<Paragraph>The <GUIRef href="/baanerp/td/sls/tdsls1201m100#gen.cs.proj.parts" role="formfield">Generate Budget Parts for Cost/Service Items</GUIRef> is cleared, but the <GUIRef href="/baanerp/td/sls/tdsls1201m100#include.all.order" role="formfield">Generate Budget Parts for all orders</GUIRef> check box is selected.</Paragraph>
				<Paragraph>In this case, SSA ERP takes into account all sales quotations and not only the ones with the <GUIRef href="/baanerp/td/sls/tdsls1101s000#tdsls101.opol" role="formfield">Make Customized</GUIRef> check box selected for one of the lines.</Paragraph>
				<List><ListIntro>For these quotations:</ListIntro>
					<ListItem>The anonymous cost and service items are not linked as budget parts.</ListItem>
					<ListItem>The anonymous purchased and manufacured items are linked as budget parts.</ListItem>
				</List>
			</SimpleSection>
			<SimpleSection><SectionTitle>Setting 4</SectionTitle>
				<Paragraph>The <GUIRef href="/baanerp/td/sls/tdsls1201m100#gen.cs.proj.parts" role="formfield">Generate Budget Parts for Cost/Service Items</GUIRef> and the <GUIRef href="/baanerp/td/sls/tdsls1201m100#include.all.order" role="formfield">Generate Budget Parts for all orders</GUIRef> check boxes are both selected.</Paragraph>
				<Paragraph>In this case, SSA ERP takes into all sales quotations and not only the ones with the <GUIRef href="/baanerp/td/sls/tdsls1101s000#tdsls101.opol" role="formfield">Make Customized</GUIRef> check box selected for one of the lines.</Paragraph>
				<List><ListIntro>For these quotations:</ListIntro>
					<ListItem>The anonymous cost and service items are linked as budget parts.</ListItem>
					<ListItem>The anonymous purchased and manufacured items are linked as budget parts.</ListItem>
				</List>
			</SimpleSection>
			<Note><SectionTitle>Note</SectionTitle>
				<List><ListItem>To prevent you from processing the same quotations and linking the same items as budget parts, in this session, SSA ERP does not take into account the sales quotation lines for which the <GUIRef href="/baanerp/td/sls/tdsls1101s000#tdsls101.opol" role="formfield">Make Customized</GUIRef> check box is cleared, but the <GUIRef href="/baanerp/td/sls/tdsls1101s000#tdsls101.cbdg" role="formfield">Budget</GUIRef> is filled in the <GUIRef href="/baanerp/td/sls/tdsls1101s000" role="session">Sales Quotation Lines (tdsls1101s000)</GUIRef> session.</ListItem>
					<ListItem>You can view and maintain budget parts in the <GUIRef href="/baanerp/ti/pcs/tipcs2111m000" role="session">Project Parts (tipcs2111m000)</GUIRef> session.</ListItem>
				</List>
			</Note>
		</FieldHelp>
		<FieldHelp ID="include.all.order"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Generate Budget Parts for all orders</Title>
			</Header>
			<FuncDesc>Together with the <GUIRef href="/baanerp/td/sls/tdsls1201m100#gen.cs.proj.parts" role="formfield">Generate Budget Parts for Cost/Service Items</GUIRef> check box, this check box determines whether <Link href="/baanerp/ti/glossary/glossary#000015" role="glossary" Update="No">anonymous</Link> purchased, manufactured, cost or service items can be linked to a budget as budget parts.</FuncDesc>
			<Important><SectionTitle>Important!</SectionTitle>
				<Paragraph>If you add, for example, a new sales quotation line to an existing quotation for which a budget structure is already generated, you can select this check box to indicate that the new item must also be linked to the budget as a budget part. In addition, if the <GUIRef href="/baanerp/td/sls/tdsls1201m100#budg.by.slsq" role="formfield">Create One Budget per Quotation</GUIRef> check box is selected in this session, the sales quotation's budget is used. If the <GUIRef href="/baanerp/td/sls/tdsls1201m100#budg.by.slsq" role="formfield">Create One Budget per Quotation</GUIRef> check box is cleared, the budget part is linked to a new budget.</Paragraph>
			</Important>
			<Note><SectionTitle>Note</SectionTitle>
				<List><ListItem>To prevent you from processing the same quotations and linking the same items as budget parts, in this session, SSA ERP does not take into account the sales quotation lines for which the <GUIRef href="/baanerp/td/sls/tdsls1101s000#tdsls101.opol" role="formfield">Make Customized</GUIRef> check box is cleared, but the <GUIRef href="/baanerp/td/sls/tdsls1101s000#tdsls101.cbdg" role="formfield">Budget</GUIRef> is filled in the <GUIRef href="/baanerp/td/sls/tdsls1101s000" role="session">Sales Quotation Lines (tdsls1101s000)</GUIRef> session.</ListItem>
					<ListItem>You can view and maintain budget parts in the <GUIRef href="/baanerp/ti/pcs/tipcs2111m000" role="session">Project Parts (tipcs2111m000)</GUIRef> session.</ListItem>
				</List>
			</Note>
			<SimpleSection><Paragraph>For an explanation of the settings, refer to the online help of the <GUIRef href="/baanerp/td/sls/tdsls1201m100#gen.cs.proj.parts" role="formfield">Generate Budget Parts for Cost/Service Items</GUIRef> check box.</Paragraph>
			</SimpleSection>
		</FieldHelp>
		<FieldHelp ID="budg.acc.scheme"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Copy Chart of Accounts from Project</Title>
			</Header>
			<FuncDesc>If you select an existing project in this field, the project's <Link href="/baanerp/tf/glossary/glossary#LedgerAccoun.tf" role="glossary">ledger accounts</Link> are copied to the budget.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="meth"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Generation Method</Title>
			</Header>
			<FuncDesc>Select the generation method used to generate an item structure for sales quotations.</FuncDesc>
			<SimpleSection><List><ListItem><GUIRef href="/baanerp/tc/domains/cpge#eto" role="enum">Engineer-to-Order</GUIRef>: SSA ERP creates a customized item for the item you entered on the sales quotation line, as well as a customized BOM and a customized routing. As a result, if a child in a BOM has the <GUIRef href="/baanerp/tc/ibd/tcibd2100s000#tcibd200.opol" role="field">Order Policy</GUIRef> set to <GUIRef href="/baanerp/tc/domains/opol#on.order" role="enum">To Order</GUIRef>, a customized item is created for the child after which it is inserted in the parent's customized BOM.</ListItem>
					<ListItem><GUIRef href="/baanerp/tc/domains/cpge#sto" role="enum">Standard-to-Order</GUIRef>: SSA ERP only creates a customized item for the <GUIRef href="/baanerp/tc/domains/opol#on.order" role="enum">To Order</GUIRef> item on the sales quotation line. SSA ERP does not create a customized BOM or a customized routing at any level in the product structure.</ListItem>
				</List>
			</SimpleSection>
			<Note><SectionTitle>Note</SectionTitle>
				<Paragraph>Irrespective of the value of this field, SSA ERP always generates the item structure for <GUIRef href="/baanerp/tc/domains/opol#anonymous" role="enum">Anonymous</GUIRef> generic items following the <GUIRef href="/baanerp/tc/domains/cpge#eto" role="enum">Engineer-to-Order</GUIRef> generation method. As a result, SSA ERP creates a configured standard item for the item on the sales quotation line with a customized BOM and a customized routing.</Paragraph>
			</Note>
		</FieldHelp>
		<FieldHelp ID="budget.serie"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Budget Series</Title>
			</Header>
			<FuncDesc>The series for the <GUIRef href="/baanerp/ti/pcs/tipcs0100m000#tipcs000.ngpr" role="formfield">Project Number Group</GUIRef>, as displayed in the <GUIRef href="/baanerp/ti/pcs/tipcs0100m000" role="session">Project Control Parameters (tipcs0100m000)</GUIRef> session.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="calc.group"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Calculation Group</Title>
			</Header>
			<FuncDesc>Select a calculation group to distinguish between quotation line alternatives that use the same budget code. When a quotation line is converted into a sales order line, only for the calculation group that contains the selected alternative, the budget is transformed into a real project.</FuncDesc>
		</FieldHelp>
	</Fields>
	<FormCommands><CommandHelp ID="exec.cont.process"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Generate</Title>
			</Header>
			<FuncDesc>Choose <GUIRef href="/baanerp/td/sls/tdsls1201m100#exec.cont.process" role="formcommand">Generate</GUIRef> to generate a budget structure or a product structure for the item on the sales quotation line.</FuncDesc>
		</CommandHelp>
	</FormCommands>
</Session>
