| # Sales Schedule - Lines (tdsls3107m000) use.session.to view or maintain sales schedule lines. Sales schedule lines indicate the specific requirements, expressed in quantity and time, of the item that is specified in the sales schedule. You can start several sales schedule line-related sessions from the Specific menu of the Sales Schedule - Lines (tdsls3107m000) overview session. If you choose: Release Sales Schedules to Order, the Release Sales Schedules to Order (tdsls3207m000) session is started. Release Sales Orders/Schedules to Invoicing, the Release Sales Orders/Schedules to Invoicing (tdsls4247m000) session is started. Shipment Details, the Schedule Shipment Details/Corrections (tdsls3140m000) session is started. You can only start the Schedule Shipment Details/Corrections (tdsls3140m000) session from the current session if items are shipped for the selected sales schedule line. Sequence Shipping Information, the Sequence Shipping Information (tdsls3517m000) session is started. You can only start the Sequence Shipping Information (tdsls3517m000) session from the current session if the sales schedule type is Sequence Shipping Schedule. Warehouse Order, the Warehousing Orders (whinh2100m000) session is started. You can only start the Warehousing Orders (whinh2100m000) session from the current session if the selected sales schedule line is released to a warehousing order. Sales Order, the Sales Orders (tdsls4100m000) session is started. You can only start the Sales Orders (tdsls4100m000) session from the current session if the sales schedule concerns a delivery contract and the selected sales schedule line is released to a sales order. Release Lines, the Sales Release - Lines (tdsls3508m000) session is started. You can only start the Sales Release - Lines (tdsls3508m000) session from the current session if you received the sales schedule through EDI. Release Position Details, the Sales Release Position Details (tdsls3515m000) session is started. You can only start the Sales Release Position Details (tdsls3515m000) session if the sales schedule is a referenced schedule of the Shipping Schedule type. Pegging, to start the Browse Order Pegging (cprrp00740m000) session. You can also start several activities from the Specific menu of the Sales Schedule - Lines (tdsls3107m000) overview session, or from the Sales Schedule - Lines (tdsls3107m000) details session. If you choose: Approve, baan approves the selected sales schedule line if it has the Created or Adjusted status. You can only approve sales schedule lines if the sales schedule type is Sequence Shipping Schedule. Cancel, baan cancels the selected sales schedule line. You can only cancel a sales schedule line with the Created, Adjusted, Approved, Order Generated, or Partially Shipped status. As a result, baan reduces the business partner balance and the linked contract's called amount. Put on Hold, baan puts the selected sales schedule line on hold. You cannot further carry out the sales schedule process for this sales schedule line. You can only put on hold sales schedule lines with the Created, Adjusted, or Approved status. If a sales schedule line is put on hold, the Put on Hold check box is selected. Release Hold, baan cancels the on hold status of the selected sales schedule line. The Put on Hold check box is cleared. From the Sales Schedule - Lines (tdsls3107m000) details session, you can start the Item Dimensions (tdsls4811s000) session in which you can update item dimensions. You can only start the Item Dimensions (tdsls4811s000) session from the current session if the specified sales unit has a physical quantity of Length, Area, or Volume. To start the Item Dimensions (tdsls4811s000) session, click Update Item Dims.. You can print sales schedule line information in the Print Sales Schedule (tdsls3407m000) session. Related topics Sales schedules Zero required quantity for sales schedule lines Sales schedule line requirement type Sales schedule process Revision sales schedule revision number Related topics Sales schedule revisions Sequence The number that identifies the sequence in the order line that resulted from the schedule requirement. Last Delivery Date The last date on which you shipped goods for the sales schedule line. Last Shipment The number of the last shipment for the sales schedule line. Delivered Quantity The quantity already delivered for the sales schedule line, expressed in the sales unit. Sales Unit sales unit Delivered Quantity The quantity already delivered for the sales schedule line, expressed in the inventory unit. Adjustment Quantity The adjusted quantity for the sales schedule line, expressed in the sales unit. Related topics Sales schedule adjustment Adjustment Quantity The adjusted quantity for the sales schedule line, expressed in the inventory unit. Related topics Sales schedule adjustment Quantity The quantity of the item that is required for the sales schedule line, expressed in the sales unit. If a sales contract is linked to the sales schedule, the quantity is expressed in the unit specified on the sales contract line. If no sales contract is linked to the sales schedule, the sales unit as specified in the Item - Sales (tdisa0101s000) session is used. Note You cannot use negative quantities on a sales schedule. You cannot change quantities during the sales schedule's frozen period. Quantity The quantity of the item that is required for the sales schedule line, expressed in the inventory unit. Start Date The start date and time of the sales schedule line. The start date is the first date of the period for which the sales schedule line applies. The following restrictions apply for the sales schedule line's start date: The start date cannot be before the sales schedule's Generation Date. The start date cannot be before the end date of the previous sales schedule line of the same sales schedule, except if the sales schedule line concerns an Immediate requirement. If the sales schedule is linked to a sales contract, the sales schedule line's start date cannot be before the sales contract's Effective Date. The sold-to business partner and the ship-to business partner must be active on the start date. The sales schedule line's start date is also the date on which the required items must be ready for shipment. If the sales schedule is: Shipment Based, your business partner must pick up the items at your warehouse. As a result, the Planned Receipt Date is equal to the Start Date. Delivery Based, you must deliver the items at your business partner's warehouse. In this case, baan calculates the default Start Date based on the Planned Receipt Date. Shipment Correction If this check box is selected, a shipment correction record exists for the sales schedule line in the Schedule Shipment Details/Corrections (tdsls3140m000) session. Related topics Sales schedules and Central Invoicing Extra Intrastat Info Extra Intrastat info Related topics EU Intrastat reporting Status The sales schedule line's status indicates the stage of the sales schedule line in the sales schedule process. Allowed values Sales Schedule Status Last Invoice Date The date on which the last invoice was printed for the sales schedule line. Last Invoice The number of the last invoice that was printed for the sales schedule line. Last Invoice Company The financial company that is specified on the last invoice that is sent for the sales schedule line. Last Transaction Type The transaction type used to post the last invoiced order line for the sales schedule line to ERP Financials. Sales Type sales type Note A control account is defined for every sales type. When sales invoices are posted, baan retrieves the sales type to determine the control account that must be used for posting. Related topics Control accounts To set up control accounts Tax Country The country that is linked to the ship-to address. Schedule The number of the sales schedule. Tax Exempt If this check box is selected, tax exemption applies. Tax Country The country used for tax purposes. Related topics To set up tax codes by country Tax Code The tax code that applies to the sales schedule line. Note The tax code that can be entered in this field can only be of the VAT kind. Related topics To set up tax codes by country Tax ID tax ID Related topics Overview of Indian tax handling BP Tax Country The country in which the business partner has the tax ID. Related topics To set up tax registration BP Tax ID The business partner's tax ID. Note The business partner's tax ID is date effective. To determine and display the correct tax ID for the business partner, ERP uses the planned delivery date. Related topics To set up tax registration Registration Number Sequence (Own) The sequence number. For more details, refer to Sequential invoice numbering by (own) tax registration number. Use the browse arrow to select the registration number from the Registration Numbers By Financial Company (tctax9140m00l) session. Registration Number Sequence (Own) The tax registration number of your company. The value is defaulted when you select the sequence number in the Registration Number Sequence (Own) field. This is a display field. Registration Number Sequence (BP) The sequence number. Use the browse arrow to select the registration number from the Registration Numbers by Business Partner (tctax4100m000) session. Registration Number Sequence (BP) The tax ID of the business partner. The value is defaulted when you select the sequence number in the Registration Number Sequence (BP) field. This is a display field. Tax Exempt Reason The reason code that indicates why a buy-from business partner can be exempt from tax for a certain transaction and jurisdiction. Related topics Overview of Indian tax handling Tax Exemption Certificate The certificate number that is assigned to the buy-from business partner by the tax authority. A certificate number can indicate that the transaction is: Exempt from tax. Eligible for direct pay. A direct-pay certificate-number indicates that no sales tax must be withheld by the seller. Instead, the tax is remitted directly from the buyer to the taxing jurisdiction. An exemption certificate number indicates that the transaction is exempt from tax and no tax is to be withheld by the buyer or the seller. Related topics Overview of Indian tax handling Certificate Text If this check box is selected, text exists for the tax exempt certificate. Price The sales price of the item expressed in the currency that is displayed in the Sales Schedules (tdsls3111m000) session. The Price is determined as follows: The price is transferred to the Sales Schedule - Lines (tdsls3107m000) session through EDI. At this moment, the sales schedule line is in its Created status. You inserted the price manually. At this moment, the sales schedule line is in its Created status. If no price is entered on a sales schedule line with the status Created, either manually, or by EDI, baan searches for a sales contract to be linked to the sales schedule line when you try to approve the sales schedule. If an Active normal contract is available for the item, sold-to BP, ship-to BP, and sales office combination, baan links this sales contract to the sales schedule line and uses the sales contract prices and discounts for the sales schedule. For more information on approving sales schedules, refer to To approve sales schedules. If no sales contract can be linked, baan uses the prices and discounts as specified in the Pricing Control module. To retrieve the correct price at the right moment, baan uses the Start Date from the Sales Schedule - Lines (tdsls3107m000) session. If no price is specified in Pricing Control, baan retrieves the price from the Item - Sales (tdisa0101s000) session. Note You can manually insert/update the Price as long as the schedule line has the Created, or Adjusted status. If you want baan to retrieve the latest pricing data for the sales schedule line, you must select the sales schedule and click Reprice in the Sales Schedules (tdsls3111m000) session. As a result, baan: Recalculates the price for all linked sales schedule lines with the Approved, or Order Generated status. Determines the price for all linked sales schedule lines with the Created, or Adjusted status. Related topics Sales schedules Price The currency in which the sales schedule's prices and amounts are expressed. baan retrieves the currency from the Sales Schedules (tdsls3111m000) session. Sales Price Unit The item unit in which an item's sales price is expressed. Note You can manually insert/update the sales price unit as long as the schedule line has the Created, or Adjusted status. Related topics Sales schedules Schedule Line Amount The amount of the sales schedule line. The schedule line amount is calculated as follows:
    Quantity * Price - Discounts.
Put on Hold If this check box is selected, the sales schedule line is put on hold. You cannot further carry out the sales schedule process for this sales schedule line. You can put a sales schedule line on hold in the following ways: In the Sales Schedule - Lines (tdsls3107m000) overview session, select a sales schedule line and from the Specific menu, choose Put on Hold. In the Sales Schedule - Lines (tdsls3107m000) details session, click Put on Hold. Note You can only put on hold sales schedule lines with the Created, Adjusted, or Approved status. You can undo the on hold status in the following ways: In the Sales Schedule - Lines (tdsls3107m000) overview session, select a sales schedule line and from the Specific menu, choose Release Hold. In the Sales Schedule - Lines (tdsls3107m000) details session, click Release Hold. Planned Receipt Date planned receipt date If the sales schedule's origin is EDI, the planned receipt date is communicated by your business partner. If the sales schedule is: Shipment Based, your business partner must pick up the items at your warehouse. As a result, the Planned Receipt Date is equal to the Start Date. Delivery Based, you must deliver the items at your business partner's warehouse. In this case, baan calculates the default Start Date and End Date based on the Planned Receipt Date. You can also let baan calculate the Start Date and End Date. To do so, click Calculate. baan calculates the Start Date and End Date based on the Planned Receipt Date as follows: Retrieves the address of the warehouse as specified in the Warehouse field of the Sales Schedule - Lines (tdsls3107m000) session. Retrieves the Address from the Sales Schedules (tdsls3111m000) session. Calculates the transportation time between these two addresses. Determines the Start Date by planning backwards from the Planned Receipt Date with the transportation time. Determines the End Date by planning forward from the Start Date with the Time Unit. Time Unit The amount of time the End Date is later than the Start Date. If the Time Unit is: Hours, the End Date is one hour later than the Start Date. Days, the End Date is one day later than the Start Date. Weeks, the End Date is one week later than the Start Date. Months, the End Date is one month later than the Start Date. Four Weeks, the End Date is four weeks later than the Start Date. Not Applicable, the End Date is equal to the Start Date. End Date The end date and time of the sales schedule line. The end date is the last date of the period to which the sales schedule line applies. If the End Date differs from the Start Date field, the requirement is aggregated. Default value baan determines the default End Date based on the Start Date and the Time Unit. If the Time Unit is: Hours, the End Date is one hour later than the Start Date. Days, the End Date is one day later than the Start Date. Weeks, the End Date is one week later than the Start Date. Months, the End Date is one month later than the Start Date. Four Weeks, the End Date is four weeks later than the Start Date. Not Applicable, the End Date is equal to the Start Date. Our Requirement Type The sales schedule line requirement type determines the actions baan carries out if you approve the sales schedule line. Related topics Sales schedule line requirement type Frozen The status that determines when you get a warning message about changing scheduled quantities. Allowed values Frozen Period Schedule Line Text If this check box is selected, text exists for the sales schedule. Sales Schedule Type The sales schedule type, which specifies the sales schedule's purpose. Allowed values Release Type Related topics Sales schedule type Customer Requirement Type The requirement type that you received from the business partner for the sales schedule line. Note The customer requirement type can determine the value of the Our Requirement Type field. Related topics Sales schedule line requirement type Lot The lot ID that applies for the specific requirement. Warehouse The warehouse from which the goods must be shipped. Contract Office The sales office that is specified on the sales contract line. This sales office is used for reference purposes and must be the same as the sales office that is specified on the sales schedule. Contract The sales contract that is linked to the sales schedule line during the approval process. baan uses the sales contract price and discount for the sales schedule line. Related topics To approve sales schedules Reference This field contains additional sales contract information. baan retrieves this information from the Reference field in the Sales Contracts (tdsls3100s000) session. Position The sales contract line that is linked to the sales schedule line. Customer Schedule Number The business partner's schedule number. This field is only used as a reference. Position The number that identifies each requirement for an item to be supplied to a specific business partner on a specific date and time. Reference The reference that you received from your business partner. Note The reference is only specified if the sales schedule is referenced. Related topics Referenced sales schedules Dock Location The business partner's line station at which you must deliver the items that are required for the sales schedule line. Customer Schedule Position The business partner's schedule line number. This field is only used as a reference. Ship-to Address The ship-to business partner 's address. Note For referenced schedules, this is the Address in the Purchase Schedule - Lines (tdpur3111m000) session. For nonreferenced schedules, this is the Address in the Sales Schedules (tdsls3111m000) session. Sold-to Business Partner The sold-to business partner from the schedule header. Ship-to Business Partner The ship-to business partner to which you ship the items specified on the sales schedule. Item The item required on the sales schedule. Type of Order The type of order to which the sales schedule line is released. Allowed values Kind of Order Length The item's length. The item's length is only displayed if the specified sales unit has Length, Area, or Volume as the physical quantity. To update the item dimensions, click Update Item Dims.. Width The item's width. The item's width is only displayed if the specified sales unit has Length, Area, or Volume as the physical quantity. To update the item dimensions, click Update Item Dims.. Height The item's thickness. The item's thickness is only displayed if the specified sales unit has Length, Area, or Volume as the physical quantity. To update the item dimensions, click Update Item Dims.. Item The item that is required on the sales schedule. Prior Required CUM The required cumulative that you received from your business partner with the last received EDI message for the sales schedule, expressed in the inventory unit. Related topics Sales schedule adjustment Inventory Unit . inventory unit Sold-to Business Partner sold-to business partner Invoiced CUM The total cumulated quantity that you invoiced for this sales schedule, expressed in the inventory unit. Related topics Sales schedule cumulatives Position The number that identifies the position number of the warehousing order or the sales order that resulted from the schedule line. This field is only filled if a one-to-one relationship exists between the order and the schedule line. For a one-to-many relationship caused by multiple production orders or sequence information, only the Order field is filled. The production and sequence details can be found in the corresponding warehousing order. Ship-to Business Partner The ship-to business partner to which you ship the items specified on the sales schedule. Open Balance open balance Open Balance reference currency Received CUM The total cumulated quantity that your ship-to business partner received for this sales schedule, expressed in the inventory unit. Related topics Sales schedule cumulatives Referenced Schedule If this check box is selected, the sales schedule is a referenced sales schedule. Related topics Referenced sales schedules Order The number of the order to which the sales schedule line is released. Status The sales schedule's status indicates the stage of the sales schedule in the sales schedule process. Allowed values Sales Schedule Header Status Cumulative Shipped Quantity The total cumulated quantity that you shipped to your ship-to business partner for this sales schedule, expressed in the inventory unit. Related topics Sales schedule cumulatives |