<?xml version="1.0" encoding="utf-8"?>
<Session ID="/baanerp/td/sls/tdsls4244m000" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Generate (Project) Structure for Sales Orders (tdsls4244m000)</Title>
	</Header>
	<HelpTopic><AimSection><List><ListIntro>Use this session to generate the following structures for items on the sales order 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#ProjecStruct.ti" role="glossary">project structure</Link>.</ListItem>
				<ListItem>A <Link href="/baanerp/ti/glossary/glossary#000074" role="glossary">product structure</Link>.</ListItem>
			</List>
			<List><ListIntro>Whether a project 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/tdsls4101m000#tdsls401.opol" role="fieldhelp">Make Customized</Link> check box in the <GUIRef href="/baanerp/td/sls/tdsls4101m000" role="session">Sales Order Lines (tdsls4101m000)</GUIRef> session.</ListItem>
				<ListItem>The <GUIRef href="/baanerp/td/sls/tdsls4244m000#gen.cs.proj.parts" role="formfield">Generate Project Parts for Cost/Service Items</GUIRef> check box in the current session.</ListItem>
				<ListItem>The <GUIRef href="/baanerp/td/sls/tdsls4244m000#include.all.order" role="formfield">Generate Project Parts for all orders</GUIRef> check box in the current session.</ListItem>
			</List>
		</AimSection>
		<Note><SectionTitle>Note</SectionTitle>
			<List><ListItem>If the order policy of a <Link href="/baanerp/ti/glossary/glossary#GeneriItem.ti" role="glossary">generic item</Link> is <GUIRef href="/baanerp/tc/domains/opol#anonymous" role="enum">Anonymous</GUIRef>, no project stucture is generated for the item, only a product structure. As a result, 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 PCS project linked to it has the advantage that you do not need to calculate project costs you do not require, nor delete the project structures afterwards.</ListItem>
				<ListItem>You can generate one project structure for each sales order or consolidate a range of sales orders into a single project structure.</ListItem>
				<ListItem>If you choose to create one project structure for each order, you can use the sales order number as the project number.</ListItem>
				<ListItem>If you generate the structure of a generic item without a PCS project linked to it, the newly configured standard item has no project 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/tdsls4244m000" role="session">Generate (Project) Structure for Sales Orders (tdsls4244m000)</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 PCS project. In addition, all exceptions linked to BOM lines and operations are copied.</Paragraph>
			<Paragraph>If you make changes to an effectivity unit in a PCS project, for example, by changing the effectivity unit on the linked sales order, you do not need to regenerate the PCS project, because all data related to the unit effective item is already present. Furthermore, the changed design of an effectivity unit is automatically taken into account for the next order planning run in <GUIRef href="/baanerp/cp" role="package">Enterprise Planning</GUIRef>.</Paragraph>
			<Note><SectionTitle>Note</SectionTitle>
				<List><ListItem>Unit effective routings are not copied to the PCS project. 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 PCS project.</ListItem>
					<ListItem>This functionality does not apply to generic items.</ListItem>
				</List>
			</Note>
		</GeneralSection>
		<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/100009" role="manual">How to use a product model in a sales order</Link>
			</RelTopic>
			<RelTopic><Link href="/baanerp/tc/onlinemanual/000356" role="manual">Unit effectivity in PCS</Link>
			</RelTopic>
			<RelTopic><Link href="/baanerp/td/onlinemanual/000407" role="manual">Flexible sales order processing</Link>
			</RelTopic>
		</RelatedTopics>
	</HelpTopic>
	<Fields><FieldHelp ID="proj.by.slso"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Create a Project per Sales Order</Title>
			</Header>
			<FuncDesc>If this check box is selected, a <Link href="/baanerp/ti/glossary/glossary#000023" role="glossary">project</Link> is created for each sales order. All items in the various lines of the sales order receive the same project code when the project is generated.</FuncDesc>
			<Note><SectionTitle>Note</SectionTitle>
				<Paragraph>If the <GUIRef href="/baanerp/td/sls/tdsls0100s400#tdsls000.linp.4" role="formfield">Link Installments to Projects</GUIRef> check box is selected in the <GUIRef href="/baanerp/td/sls/tdsls0100s400" role="session">Sales Order Parameters (tdsls0100s400)</GUIRef> session, this check box is by default selected and unavailable.</Paragraph>
			</Note>
		</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="cprj.eq.slso"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Equate Project with Sales Order</Title>
			</Header>
			<FuncDesc>If this check box is selected, the number created for the project is equal to the sales order number. If this check box is cleared, you must define <GUIRef href="/baanerp/td/sls/tdsls4244m000#project.serie" role="field">Project Series</GUIRef> to generate a project code.</FuncDesc>
		</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 order lines for <Link href="/baanerp/ti/glossary/glossary#Phantom.ti" role="glossary">phantom</Link> items are replaced by sales order lines for the components of that same phantom.</FuncDesc>
			<Note><SectionTitle>Note</SectionTitle>
				<List><ListIntro>The components' sales order 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 order 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 order 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 order 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 order 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/tdsls4244m000" role="session">Generate (Project) Structure for Sales Orders (tdsls4244m000)</GUIRef> session is run with the <GUIRef href="/baanerp/td/sls/tdsls4244m000#cr.order.lines" role="formfield">Create Order Lines for Phantom</GUIRef> check box selected.</ListItem>
					<ListItem>On sales order line 10, SSA ERP automatically replaces Generic item A with component 1 and adds order lines 20 and 30 for the components 2, and 3. <List><ListIntro>If component 3 must be ordered twice, the prices on the order lines are:</ListIntro>
							<ListItem>Order line 10: 30 Euro</ListItem>
							<ListItem>Order line 20: 30 Euro</ListItem>
							<ListItem>Order line 30: 15 Euro</ListItem>
						</List>
					</ListItem>
					<ListItem>If you decide to recalculate the price/discount for order 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 order line 10 from 30 to 40 Euro.</ListItem>
							<ListItem>Change the price for order line 10 from 120 to 40 Euro.</ListItem>
							<ListItem>Change the price for order 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 Project Parts for Cost/Service Items</Title>
			</Header>
			<FuncDesc>Together with the <GUIRef href="/baanerp/td/sls/tdsls4244m000#include.all.order" role="formfield">Generate Project 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 project as a <Link href="/baanerp/ti/glossary/glossary#ProjecPart.ti" role="glossary">project part</Link>.</FuncDesc>
			<SimpleSection><SectionTitle>Setting 1</SectionTitle>
				<Paragraph>The <GUIRef href="/baanerp/td/sls/tdsls4244m000#gen.cs.proj.parts" role="formfield">Generate Project Parts for Cost/Service Items</GUIRef> and <GUIRef href="/baanerp/td/sls/tdsls4244m000#include.all.order" role="formfield">Generate Project Parts for all orders</GUIRef> check boxes are both cleared.</Paragraph>
				<Paragraph>In this case, SSA ERP only takes into account the sales orders that contain at least one sales order line with the <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.opol" role="formfield">Make Customized</GUIRef> check box selected for the item.</Paragraph>
				<List><ListIntro>For these orders:</ListIntro>
					<ListItem>The anonymous cost and service items are not linked as project parts.</ListItem>
					<ListItem>The anonymous purchased and manufacured items are linked as project parts.</ListItem>
				</List>
			</SimpleSection>
			<SimpleSection><SectionTitle>Setting 2</SectionTitle>
				<Paragraph>The <GUIRef href="/baanerp/td/sls/tdsls4244m000#gen.cs.proj.parts" role="formfield">Generate Project Parts for Cost/Service Items</GUIRef> is selected, but the <GUIRef href="/baanerp/td/sls/tdsls4244m000#include.all.order" role="formfield">Generate Project Parts for all orders</GUIRef> check box is cleared.</Paragraph>
				<Paragraph>In this case, SSA ERP only takes into account the sales orders that contain at least one sales order line with the <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.opol" role="formfield">Make Customized</GUIRef> check box selected for the item.</Paragraph>
				<List><ListIntro>For these orders:</ListIntro>
					<ListItem>The anonymous cost and service items are linked as project parts.</ListItem>
					<ListItem>The anonymous purchased and manufacured items are linked as project parts.</ListItem>
				</List>
			</SimpleSection>
			<SimpleSection><SectionTitle>Setting 3</SectionTitle>
				<Paragraph>The <GUIRef href="/baanerp/td/sls/tdsls4244m000#gen.cs.proj.parts" role="formfield">Generate Project Parts for Cost/Service Items</GUIRef> is cleared, but the <GUIRef href="/baanerp/td/sls/tdsls4244m000#include.all.order" role="formfield">Generate Project Parts for all orders</GUIRef> check box is selected.</Paragraph>
				<Paragraph>In this case, SSA ERP takes into account all sales orders and not only the ones with the <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.opol" role="formfield">Make Customized</GUIRef> check box selected for one of the lines.</Paragraph>
				<List><ListIntro>For these orders:</ListIntro>
					<ListItem>The anonymous cost and service items are not linked as project parts.</ListItem>
					<ListItem>The anonymous purchased and manufacured items are linked as project parts.</ListItem>
				</List>
			</SimpleSection>
			<SimpleSection><SectionTitle>Setting 4</SectionTitle>
				<Paragraph>The <GUIRef href="/baanerp/td/sls/tdsls4244m000#gen.cs.proj.parts" role="formfield">Generate Project Parts for Cost/Service Items</GUIRef> and the <GUIRef href="/baanerp/td/sls/tdsls4244m000#include.all.order" role="formfield">Generate Project Parts for all orders</GUIRef> check boxes are both selected.</Paragraph>
				<Paragraph>In this case, SSA ERP takes into all sales orders and not only the ones with the <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.opol" role="formfield">Make Customized</GUIRef> check box selected for one of the lines.</Paragraph>
				<List><ListIntro>For these orders:</ListIntro>
					<ListItem>The anonymous cost and service items are linked as project parts.</ListItem>
					<ListItem>The anonymous purchased and manufacured items are linked as project parts.</ListItem>
				</List>
			</SimpleSection>
			<Note><SectionTitle>Note</SectionTitle>
				<List><ListItem>To prevent you from processing the same orders and linking the same items as project parts, in this session, SSA ERP does not take into account the sales order lines for which the <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.opol" role="formfield">Make Customized</GUIRef> check box is cleared, but the <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.cprj" role="formfield">Project</GUIRef> is filled in the <GUIRef href="/baanerp/td/sls/tdsls4101m000" role="session">Sales Order Lines (tdsls4101m000)</GUIRef> session.</ListItem>
					<ListItem>You can view and maintain project 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 Project Parts for all orders</Title>
			</Header>
			<FuncDesc>Together with the <GUIRef href="/baanerp/td/sls/tdsls4244m000#gen.cs.proj.parts" role="formfield">Generate Project 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 project as a <Link href="/baanerp/ti/glossary/glossary#ProjecPart.ti" role="glossary">project part</Link>.</FuncDesc>
			<Important><SectionTitle>Important!</SectionTitle>
				<Paragraph>If you add, for example, a new sales order line to an existing order for which a project structure is already generated, you can select this check box to indicate that the new item must also be linked to the project as a <Link href="/baanerp/ti/glossary/glossary#ProjecPart.ti" role="glossary">project part</Link>. In addition, if the <GUIRef href="/baanerp/td/sls/tdsls4244m000#proj.by.slso" role="formfield">Create a Project per Sales Order</GUIRef> check box is selected in this session, the sales order's project is used. If the <GUIRef href="/baanerp/td/sls/tdsls4244m000#proj.by.slso" role="formfield">Create a Project per Sales Order</GUIRef> check box is cleared, the project part is linked to a new project.</Paragraph>
			</Important>
			<Note><SectionTitle>Note</SectionTitle>
				<List><ListItem>To prevent you from processing the same orders and linking the same items as project parts, in this session, SSA ERP does not take into account the sales order lines for which the <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.opol" role="formfield">Make Customized</GUIRef> check box is cleared, but the <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.cprj" role="formfield">Project</GUIRef> is filled in the <GUIRef href="/baanerp/td/sls/tdsls4101m000" role="session">Sales Order Lines (tdsls4101m000)</GUIRef> session.</ListItem>
					<ListItem>You can view and maintain project 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 <Link href="/baanerp/td/sls/tdsls4244m000#gen.cs.proj.parts" role="fieldhelp">Generate Project Parts for Cost/Service Items</Link> check box.</Paragraph>
			</SimpleSection>
		</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 order generation method used to generate an item structure for sales orders.</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 order 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 order 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 order line with a customized BOM and a customized routing.</Paragraph>
			</Note>
		</FieldHelp>
		<FieldHelp ID="project.serie"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Project 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="project.status"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Initial Project Status</Title>
			</Header>
			<FuncDesc>The status of the project, which restricts the functionality that you can use for the project.</FuncDesc>
			<SimpleSection><List><ListItem><GUIRef href="/baanerp/tc/domains/psts#free" role="enum">Free</GUIRef>: SSA ERP creates the customized item, but cannot generate planned orders for the project in SSA ERP Enterprise Planning.</ListItem>
					<ListItem><GUIRef href="/baanerp/tc/domains/psts#simulation" role="enum">Simulated</GUIRef>: Planning is allowed, but you cannot transfer the planned orders for the project to the execution level. This status is often used to determine the lead time for a project in the negotiation phase with the customer.</ListItem>
					<ListItem><GUIRef href="/baanerp/tc/domains/psts#active" role="enum">Active</GUIRef>: You can execute all activities for the project, such as planning, transfer, and execution of orders.</ListItem>
				</List>
			</SimpleSection>
		</FieldHelp>
	</Fields>
</Session>
