| # Sales Orders (tdsls4100m000) use.session.to view, enter, and maintain sales order headers. You can start this session in the details mode by clicking: Details on the specific menu of the Sales Orders (tdsls4100m000) overview session. As a result, you can maintain the sales order header data, but you cannot enter a new sales order in the Sales Orders (tdsls4100m000) details session. Sales Order Details on the File menu of the Sales Order - Lines (tdsls4100m900) session. As a result, you cannot only maintain the sales order header data, but you can also enter a new sales order in the Sales Orders (tdsls4100m000) details session. When you double-click a record, or click the New button, the Sales Order - Lines (tdsls4100m900) session is started. Note This session can be displayed in different views. When you change the view, baan changes the session's title bar, column sequence, and the number of view fields. If you click Sort by on the View menu, you can choose to sort the sales orders by: Sales order. Sold-to BP. Sales Office, Sold-to BP. Internal Sales Rep, Sold-to BP. Customer Order. You can maintain sales orders generated from: Sales quotations Sales contracts Electronic data interchange (EDI). You can only modify orders that arrived by means of EDI if the Modifying EDI Orders Allowed field is selected in the Sales Order Parameters (tdsls0100s400) session. Related topics Sales order procedure Flexible sales order processing Rules for synchronization Rush orders Lean PCS projects Sales Order The number that identifies the sales order. Sales Order Type sales order types Default value The default value is the order type assigned to the customer defined in the Sold-to Business Partners (tccom4110s000) session. If no order type is assigned to the sold-to business partner, the default is the order type assigned to the user's logon code defined in the User Profiles (tdsls0139m000) session. Order Date order date Default value system date Sold-to Business Partner sold-to business partner Note This field determines most of the defaults for the other fields in the sales order header. Customer Order customer order number Sales Office sales office Default value When you enter a sales order, baan retrieves the sales office from the User Profiles (tdsls0139m000) session. This value can be changed. If no Sales Office is found in the User Profiles (tdsls0139m000) session, baan searches the Sold-to Business Partners (tccom4110s000) session. If no Sales Office is found in the Sold-to Business Partners (tccom4110s000) session either, no Sales Office is defined. As a result, baan cannot retrieve a default sales office. Internal Sales Rep The name of the (inside) sales representative. Order Amount The total order amount. This is a cumulative value of all the sales order line amounts after discounts are deducted. Currency The currency in which the sales order amounts are expressed. Note If sales order lines are already recorded, you cannot change the currency. Promotions If this check box is selected, a promotion is applied to the sales order. Installments If this check box is selected, the sales order is an installment order. Note baan automatically selects this check box if the Invoicing by Installments field is set to Direct Settlement or Indirect Settlement. Related topics Installments Rush Order If this check box is selected, this order is a rush order. Related topics Rush orders Order Status The status of the sales order. Allowed values Sales Order Header Status Sales Acknowledgment The sales acknowledgment code for the sales order header. Change Order Sequence The change order sequence number for the sales order header. Note Because sales order change sequences are linked to change type/change reasons, you can only use this field if the Log Sales Order History field in the Sales Order Parameters (tdsls0100s400) session is selected. Change Reason The change reason code for the sales order header. Change Type The change type for the sales order header. Order Reference The reference to the order number of another application. Business Partner pay-by business partner Address The address of the pay-by business partner. Contact The pay-by business partner's contact. Family Name The contact's surname. Terms of Payment terms of payment Default value If this order is a rush order, this field is defaulted from the Rush Terms of Payment field in the Sales Order Parameters (tdsls0100s400) session. However, you can change the default value. Related topics Rush orders Late Payment Surcharge late payment surcharge Payment Method payment method Business Partner invoice-to business partner The default value in this field is taken from the Sold-to Business Partners (tccom4110s000) session or from the Invoice-to Business Partners (tccom4112s000) session. If no Invoice-to BP is found in the Sold-to Business Partners (tccom4110s000) session, baan searches the Invoice-to Business Partners (tccom4112s000) session. If no Invoice-to BP is is found in the Invoice-to Business Partners (tccom4112s000) session either, no Invoice-to BP is defined, and baan cannot enter a default value. The Invoice-to BP entered in this field is taken as the default value in the Sales Order Lines (tdsls4101m000) session. Address The address of the invoice-to business partner. Contact The invoice-to business partner's contact. Exchange Rate Type exchange rate type Related topics To use currency exchange rate types Rate Determiner rate determiner Allowed values Currency Rate Determiner Related topics To handle rate determiners in Sales Rate/Rate Factor currency exchange rate Rate Factor rate factor Rate/Rate Factor The conversion between the home currency and the currency that is used on the sales order. Invoicing by Installments You can indicate whether the sales order is invoiced in installments. Allowed values Direct Settlement Billed installments are directly subtracted from the goods amount on the sales invoice when the goods are delivered. If the amount on the installment line is less than the value of the delivered goods, the difference is invoiced when the goods are delivered. The revenue from the sale of goods is immediately visible in Central Invoicing. Indirect Settlement Delivered goods are not invoiced until the installment order is closed. The sold-to business partner can be invoiced for one or more installments in advance. When the order is closed, the invoiced amounts on the installment lines are subtracted from the goods amount on the invoice. The revenue from the sale of goods is only visible in Central Invoicing after the installment order is closed. Note This field is disabled if the sales order: Is a cost order, a collect order, a consignment order, a return order, or a retrobilled order. Contains lines with a different Tax Code and the Apply Tax to Installments check box is selected in the Sales Order Parameters (tdsls0100s400) session. Contains lines with a different Project and the Link Installments to Projects check box is selected in the Sales Order Parameters (tdsls0100s400) session. Contains lines with a different Sales Type. Related topics Installments Self Billed Invoice If this check box is selected, the invoice is created by the sold-to business partner and sent to the buy-from business partner. If this check box is cleared, the invoice is created by the buy-from business partner and sent to the sold-to business partner. Related topics Self billing Freight Costs to be Invoiced If this check box is selected, the invoice-to business partner is invoiced for the freight costs you make. Related topics Integration Freight Invoicing and Sales Invoicing Invoice Freight Costs Based On A company can invoice freight rates to the invoice-to business partner, based on one of the following: Freight Costs. Freight Costs (Update Allowed). Client Rates. Note The default value of this field is taken from the Invoice for Freight Based On field in the Invoice-to Business Partners (tccom4112s000) session. Related topics Integration Freight Invoicing and Sales Invoicing Ship-to Business Partner ship-to business partner The default value in this field is taken from the Sold-to Business Partners (tccom4110s000) session or from the Ship-to Business Partners (tccom4111s000) session. If no Ship-to Business Partner is found in the Sold-to Business Partners (tccom4110s000) session, baan searches the Ship-to Business Partners (tccom4111s000) session. If no Ship-to Business Partner is found in the Ship-to Business Partners (tccom4111s000) session either, no Ship-to Business Partner is defined, and baan cannot enter a default value. The Ship-to Business Partner entered in this field is taken as the default value in the Sales Order Lines (tdsls4101m000) session. Address The address of the ship-to business partner. Note If the sales order is of the Consignment Replenishment type, you can zoom to the Warehouses (tcmcs0503m000) session to display all consignment owned warehouses that are linked to the ship-to business partner. After a consignment warehouse is selected and the consignment replenishment sales order is released to Warehouse Management, baan uses the ship-to address for determining the warehouse that must be replenished and that must be used on the warehouse transfer order. If the ship-to address is a default address, baan checks whether it is linked to a consignment owned warehouse for the ship-to business partner in the Warehouses (tcmcs0503m000) session. If yes, the address is accepted. If not, the address of the first consignment owned warehouse that is linked to the ship-to business partner, is used. Related topics Consignment (owned) inventory Contact The ship-to business partner's contact. Planned Delivery Date planned delivery date Default value The default value is the Order Date. However, the planned delivery date can deviate from the order date if: You change the planned delivery date manually. You recalculate the planned delivery date with the Calc button. Planned Receipt Date The planned date for the customer to receive the goods. Default value The default value is the Planned Delivery Date. However, the planned receipt date can deviate from the planned delivery date if: You change the planned receipt date manually. You recalculate the planned receipt date with the Calc button. Shipping Constraint The terms and conditions related to the shipment of goods. Allowed values Shipping Constraint Warehouse warehouse Route The route according to which the sales order is normally delivered. By default, baan retrieves this information from the ship-to business partner data. Carrier carrier Terms of Delivery terms of delivery Default value If this order is a rush order, this field is defaulted from the Rush Terms of Delivery field in the Sales Order Parameters (tdsls0100s400) session. However, you can change the default value. Related topics Terms of delivery Rush orders Point of Title Passage point of title passage Related topics Terms of delivery Code The code of the sold-to business partner's contact. Click ... to start the Contacts (tccom4140s000) session, in which you can maintain and display the contact code data. Telephone Your contact's (direct) telephone number. Code The sold-to business partner's address code. Click ... to start the Addresses (tccom4130s000) session, in which you can maintain and display the address code data. Address The sold-to business partner's address. Line of Business The line of business under which the sold-to business partner is grouped. Area area Default value The default area that is assigned to the sold-to business partner is derived from the Sold-to Business Partners (tccom4510m000) session. Order Discount order discount Default value The default order discount is derived from the Sold-to Business Partners (tccom4510m000) session. Sales Price List price list Price List for Direct Delivery The price list for direct delivery. Note If any of the order lines is delivered directly to the ship-to business partner, you can define special price agreements in the Pricing Control module. BP Prices/Discounts business-partner prices/discounts BP Texts business-partner texts Total Promotion Discount The total promotion discount based on all applied promotions. Multiple Promotion Method Indicates the application method of multiple promotions if you select multiple promotions at the sales order header level. Origin The origin of the sales order. Allowed values Origin of Sales Order Status The status of the sales order. Allowed values Sales Order Header Status Reference A reference A Reference B reference B Contract special contract After the contract number is entered, the order header data is loaded with the default values in the header of the contract. Specific addresses are also copied. In this way, the contract terms are adopted on the order level, allowing adoption of the contract price and/or contract discount as well. The purpose of this field is to serve as a default for the Contract field of the Sales Order Lines (tdsls4101m000) session. However, the action baan takes depends on the value of the Several Special Contracts Allowed by Sales Order check box in the Sales Contract Parameters (tdsls0100s300) session. Note The contract must be: Active: The check whether a contract is active or not is performed based on the Sales Price Date Type parameter in the Pricing Parameters (tdpcg0100m000) session. Of the Special Contract type. Credit Limit credit limit Available Credit The value of this field is calculated as follows: The value of the Credit Limit field minus the sum of the following fields in the Invoice-to Business Partner Balances (tccom4513m000) session: Order Balance Invoice Balance Open Billing Request Amount Original Document Type The document type that is linked to the original document if the sales order type is a return order. Allowed values Original Document Type Related topics Purchase return orders Original Document Number The financial company on the invoice where the delivered goods are stored for the return order. Original Document No The transaction type code on the document for the return order. Original Document No The original document number for the return order. Note If the fields in the Returns group box are filled and you click Copy from Original Document on the specific menu, dependent on the Original Document Type, a session starts from which you can select the lines of the original document to be copied to the current order. As a result, a link is created between the original order line and the return order line. When a return order is linked to an original Order and you click Copy from Original Document on the specific menu, the original sales/issue integration transactions are reversed. When copy from original order is not carried out, fixed transfer price (FTP) is used to create the financial integration transactions for the sales return order. Related topics Purchase return orders Return Reason return reason Related topics Purchase return orders External Sales Rep The name of the (outside) sales representative. Header Text If this check box is selected, header text exists for the sales order. This text is printed on the sales invoice. Note If you modify the header text after the sales order is released to invoicing, you must also change the text in the Sales and Warehouse Invoice Data (cisli2540m000) session, if applicable. Footer Text If this check box is selected, footer text exists for the sales order. This text is printed on the sales invoice. Note If you modify the footer text after the sales order is released to invoicing, you must also change the text in the Sales and Warehouse Invoice Data (cisli2540m000) session, if applicable. 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 quotation line. Note If the GST Implemented check box is selected in the India Localization Parameters (tccom9136m00l) session, Infor LN defaults the tax code applicable for the receiving address state. 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 Calc Recalculates the planned delivery date. baan recalculates the planned delivery date as follows:
    Planned receipt date - transport lead time of the goods.
Calc Recalculates the planned receipt date. baan recalculates the planned receipt date as follows:
    Planned delivery date + transport lead time of the goods.
Release Sales Orders to Warehousing Starts the Release Sales Order Lines to Warehousing (tdsls4501m140) session. Release Sales Orders/Schedules to Invoicing Starts the Release Sales Orders/Schedules to Invoicing (tdsls4247m000) session. Sales Invoices - by Invoice-to BP Starts the Sales Invoices (tfacr2522m000) session. Sales and Warehouse Invoice Data Starts the Sales and Warehouse Invoice Data (cisli2540m000) session. Activities by Order Type Starts the Sales Order Type - Activities (tdsls0560m000) session. Sales Installment Orders Starts the Sales Installment Orders (tdsls4110m000) session. Generate Purchase Order Advice for Sales Order Starts the Generate Purchase Order Advice for Sales Order (tdsls4240m000) session. Generate (Project) Structure for Sales Orders Starts the Generate (Project) Structure for Sales Orders (tdsls4244m000) session. Sales and Warehouse Invoice Data Starts the Sales Order - Change Order Sequence Numbers (tdsls0153m000) session. Sales Order - Relations Starts the Sales Order - Relations (tdcms0140m000) session. Sales Order History Starts the Sales Order History (tdsls4550m000) session. Sales Order Margin Starts the Sales Order Margin (tdsls0588m000) session. Promotions Starts the Sales Order Promotion Data Link (tdsls4536m000) session. Process Delivered Sales Orders Starts the Process Delivered Sales Orders (tdsls4223m000) session. Demand Order - Assembly Order Status Starts the Demand Order - Assembly Order Status (tiasl6500m000) session. Generate Freight Orders Starts the Generate Freight Orders (tdsls4222m000) session. Print with Deviation in the Shipment Dates(Dummy for FM) Starts the Print Orders with Deviating Shipment Dates (fmlbd3450m000) session. Rush Order Converts the sales order into a rush order. Release Manual Activities Sales Order Lines Starts the Release Manual Activities Sales Order Lines (tdsls4501m150) session. Delete Sales Orders Starts the Delete Sales Orders (tdsls4224m000) session. Recalculate Price/Discounts Entire Order Starts the Recalculate Price and Discount (tdpcg0240s000) session. Calculate Standard Cost Price for Configured Standard Items Calculates the cost price of standard items that are created from a product variant. Only the cost price of items without standard cost price is calculated. To calculate the cost price of customized items that are created from a product variant, use the Calculate Cost Prices by Project (tipcs3250m000) session. To calculate the cost price of normal standard items, use the Calculate Cost and Valuation Prices (ticpr2210m000) session. Change Prices and Discounts after Delivery Starts the Change Prices and Discounts after Delivery (tdsls4122m000) session. Change Order Sequence Numbers Starts the Sales Order - Change Order Sequence Numbers (tdsls0153m000) session. Lines Monitor Starts the Sales Order Lines Monitor (tdsls4510m000) session. Blocked Sales Order (Lines) Starts the Blocked Sales Order (Lines) (tdsls4520m000) session. Release Sales Order Lines to Invoicing Starts the Release Sales Order Lines to Invoicing (tdsls4501m130) session. Release Sales Order Lines to Warehousing Starts the Release Sales Orders to Warehousing (tdsls4246m000) session. Maintain Deliveries Starts the Maintain Deliveries Sales Order Lines (tdsls4101m200) session. Block Order Starts the Sales Order (Line) Blocking (tdsls4120s000) session. Cancel Order Starts the Cancel Sales Orders (tdsls4201s300) session. Copy from Original Document Use this command to create a link between the return order and the original document. Dependent on the value of the Original Document Type field, baan starts a specific session from which you can select the lines of the original document to be copied to the current order. When a return order is linked to an original Order and you click Copy from Original Document, the original sales/issue integration transactions are reversed. When copy from original order is not carried out, fixed transfer price (FTP) is used to create the financial integration transactions for the sales return order. Details Starts the current session in the details mode. Approve Approves the particular sales order. Approve Sales Orders Starts the Approve Sales Orders (tdsls4211m000) session, in which you can approve a range of sales orders. All Active Orders Displays all active sales orders, which are the orders that are not canceled. All Orders Displays all orders. Sales Order - Lines - Synchronization Starts the Sales Order - Lines Synchronization (tdsls0280m000) session. Print Sales Order Acknowledgements/RMAs Starts the Print Sales Order Acknowledgements/RMAs (tdsls4401m000) session. Customize Toolbar... Starts the Customize Toolbar (tcmcs3100m000) session in which you can customize your toolbar. As a result, you can hide and unhide icons. Pegging Starts the Browse Order Pegging (cprrp00740m000) session. |