| Items - Sales (tdisa0501m000) |  |
| Use this session to view and maintain sales related data by item. In this session you can only maintain and display sales related data by item. This data is linked to an already defined item in the Item - General (tcibd0101s000) session. On the Specific menu of the Items - Sales (tdisa0501m000) overview session you can choose: Business Partners, to start the Items - Sales Business Partner (tdisa0510m000) overview session. Details, to start the Items - Sales (tdisa0501m000) details session. In the details session, you can maintain the following sales related item data: Ordering data. Pricing data. Data regarding over deliveries. Related topics Sales item data Item data
Fields | Description
Item | In ERP LN, the raw materials, subassemblies, finished products, and tools that can be purchased, stored, manufactured, sold, and so on. An item can also represent a set of items handled as one (kit), or exist in multiple product variants (generic item). You can also define nonphysical items, which are not held in inventory but can be used to post costs or to invoice services to customers. Examples of nonphysical items: Cost items (for example, electricity) Service items Subcontracting items List items (menus/options) Note In this field, you cannot enter a list item of the type Kit if the following conditions apply: The Return Components check box is selected. The warehouse is WMS controlled, and the Inbound BOM/List Items check box is cleared for the warehouse in the WMS Interface Parameters (whwmd2105m000) session. If the warehouse is WMS controlled, and the Outbound BOM/List Items check box is cleared for the warehouse in the WMS Interface Parameters (whwmd2105m000) session, you cannot enter a list item in this field. Related topics WMS Integration parameters
Actual Item Type | The item type that is valid at the current date and time. Note Most of the time, this field is equal to the Item Type field of the Item - General (tcibd0101s000) session. However, this field can have a different value if the item type of a purchased or manufactured item is temporarily changed in the Date-Effective Item Data (tcibd0110s000) session. Related topics Date-effective item data
Item Type | A classification of items used to identify if the item is, for example, a purchased item, a manufactured item, or an equipment item. Depending on the item's type, certain functions will only apply to that item. Default value This field is defaulted from the Item Type field in the Item - General (tcibd0101s000) session.
Search Key I | An alternative form of a description used for convenience during searching. Typically, it is an abbreviation, an acronym, or a mnemonic alternative to a full description. Related topics To use search keys
Sales Unit | The unit in which an item is sold. If you enter an item, ERP LN enters the default sales unit for this particular item. This unit can be equal to the inventory unit. If the sales unit is not equal to the inventory unit, you can specify the sales unit in the Units by Unit Set (tcmcs0112m000) session.
Commitment Policy | Specify for each item if and when you want to commit the ordered quantity automatically. Note You can change the commitment policy as long as no commitments are made for the item in the Inventory Commitments (whinp2100m000) session. Allowed values Commitment Policy Related topics Inventory commitment Inventory commitment date calculation
Minimum Quantity to Commit | The minimum quantity that must be committed in case of a partial allocation. If both the Minimum Quantity to Commit and the Minimum Rate for Commitment fields have significant values, the quantity to be committed is checked against both fields. ERP LN uses whichever number is higher. Example The value of the Minimum Quantity to Commit field is 5. The value of the Minimum Rate for Commitment is 10%. For an order of 100, the minimum quantity is 5 and the minimum rate (converted to a quantity) is 10. This results in a minimum commitment of 10 for partial allocation. For an order of 20, the minimum quantity is still 5, but the minimum rate (converted to a quantity) is 2. In this case, the minimum commitment quantity is 5 for partial allocation. Related topics Inventory commitment Inventory commitment date calculation
Inventory Unit | The inventory unit in which the item inventory data is recorded. The item's cost price is also based on this unit.
Minimum Rate for Commitment | The minimum rate that must be delivered in case of a partial allocation. If both the Minimum Quantity to Commit and the Minimum Rate for Commitment fields have significant values, the quantity to be committed is checked against both fields. ERP LN uses whichever number is higher. Example The value of the Minimum Quantity to Commit field is 5. The value of the Minimum Rate for Commitment is 10%. For an order of 100, the minimum quantity is 5 and the minimum rate (converted to a quantity) is 10. This results in a minimum commitment of 10 for partial allocation. For an order of 20, the minimum quantity is still 5, but the minimum rate (converted to a quantity) is 2. In this case, the minimum commitment quantity is 5 for partial allocation. Related topics Inventory commitment
Minimum Order Quantity | ERP LN defaults the quantity entered in this field to the Ordered Quantity field of the Sales Order Lines (tdsls4101m000) session. If you use order quantities that are lower than the value specified here, ERP LN will display a warning message. Note The minimum order quantity is by default set to one. The minimum order quantity is expressed in the inventory unit.
Direct Delivery from Quantity | The order quantity from which a direct delivery is preferred. If the order quantity on the sales order line, delivery line, or the sales quotation line is equal to or greater than the quantity specified in this field, ERP LN automatically sets the Delivery Type field to Direct Delivery in the Sales Order Lines (tdsls4101m000) session, and the Sales Order Delivery Lines (tdsls4101m100) session, or selects the Direct Delivery check box in the Sales Quotation Lines (tdsls1501m000) session. Related topics Direct delivery sales orders
Release to Warehouse | If this check box is selected, the issue of the item is carried out in Warehouse Management. If this check box is cleared, the issue of the item is carried out in the Sales Control module. Note If the sales item is a physical item, this check box is unavailable and selected, because physical items must always be released to Warehouse Management. Physical items are all items except items of type Cost, Service, Equipment, and Subcontracted Service. If the sales item is a cost item or a service item, this check box is available. So, you can decide per item whether it is released to Warehouse Management. If the sales item is a Subcontracted Service item, an Equipment item, or a list item of the type menu or option, this check box is always cleared and unavailable. This check box is used to determine whether the Warehouse field in the Sales Order Lines (tdsls4101m000) session can be left empty.
Warehouse | The warehouse where the sales item is stored.
Component Handling | Define how components are handled if the sales item is a component. Note This field can only be defined if the Extended Kit Handling Implemented check box is selected in the Sales Order Parameters (tdsls0100s400) session and the Item Type is Purchased, Manufactured, or Generic (not a FAS item ). Allowed values Component Handling Related topics Overview of kit handling in Order Management
Shipping Constraint | The conditions related to the shipment of goods for this sales item. Allowed values Possible Values Related topics Overview of kit handling in Order Management
Item Sales Text | If this check box is selected, item sales text exists. Choose Text Editor to create, copy, select, or view the text.
Accessoires Allowed | If this check box is selected, accessories are defined for this item. Related topics List items
Return Components | If this check box is selected, components of a kit can be returned separately. Note This check box is only used if the order is a return order.
Sales Price Unit | The unit on which the sales price is based. If you enter an item, ERP LN fills in the default sales unit for the item. This unit can be equal to the inventory unit. If the sales unit is not equal to the inventory unit, you can record the sales unit in the Units by Unit Set (tcmcs0112m000) session.
Sales Price | The item's sales price, expressed in the reference currency.
Sales Price | The currency in which balances of entities shared by all the companies of a financial company group are expressed. For example, ERP LN uses the reference currency for business partner balances. Note The reference currency is the common base currency of the companies in a multisite structure. For currency systems other than the standard currency system, the reference currency is a company's base currency for all calculations with currencies.
Sales Price Group | A group of items with corresponding price and discount agreements. Note If you enter an item, ERP LN fills in the sales price for that particular item. You can predefine price groups in the Price Groups (tcmcs0124m000) session.
Sales Statistics Group | Classify the item in a statistics group to make statistical reports. Note You can use the Sales Statistics Group field as a selection criterion in various sessions of the Statistics module. You can predefine this statistics group in the Statistical Groups (tcmcs0144m000) session. Related topics Statistics
Last Sales Price Transaction Date | The last date on which the sales price of the item was changed.
Suggested Retail Price | The sales price that suppliers recommend and that resellers charge their customers.
Upper Margin | The upper margin is the percentage that the actual sales price is allowed to exceed the target price. Related topics Overview of margin control
Lower Margin | The lower margin is the percentage that the actual sales price is allowed to be lower than the target price. If this percentage is negative, the item can only be sold for a price higher than the target price. This is the case when the target price is the cost price. Related topics Overview of margin control
Sales Commission Group | Select the commission group by zooming to the Commission/Rebate Groups (tdcms0118m000) session. Related topics Overview of commissions and rebates
Sales Rebate group | Select the rebate group by zooming to the Commission/Rebate Groups (tdcms0118m000) session. Related topics Overview of commissions and rebates
Tax Code | Select the tax code by zooming to the Tax Codes (tcmcs0137m000) session. Note This tax code is used if an item is entered in: A sales quotation. A sales contract. A sales order.
Allow Over Deliveries | If this check box is selected, Warehouse Management is allowed to ship an over delivery for the item.
Tolerance Type | This field indicates if the tolerance for the over delivery is expressed either as a percentage or a quantity. You have the following options: Percentage The tolerance is represented as a percentage of the order quantity. Quantity The tolerance is a fixed quantity. No No tolerance type is applicable, because the Allow Over Deliveries check box is cleared.
Action | The way in which ERP LN must handle the outbound order line if a shipment does not meet the quantity tolerances. You have the following options: Warn If the maximum tolerance is exceeded, ERP LN gives a warning message to Warehouse Management. Block If the maximum tolerance is exceeded, ERP LN blocks the shipment in Warehouse Management. No ERP LN does not take any action.
Maximum Tolerance | The quantity or percentage the shipped quantity is allowed to exceed the ordered quantity. Note ERP LN uses this field to determine the default value of the Maximum Quantity Tolerance field in the Warehousing Orders (whinh2100m000) session and the Allowed Overdelivery Quantity field in the Outbound Order Lines (whinh2120m000) session. Percentage If the Tolerance Type field is set to Percentage, you can enter a maximum percentage of 999.99 in the current field. If you release a sales order or sales schedule to Warehouse Management, the following occurs: ERP LN defaults the percentage you entered in this field to the Maximum Quantity Tolerance field of the Warehousing Orders (whinh2100m000) session. ERP LN calculates the quantity that is allowed for an over delivery and enters this quantity in the Allowed Overdelivery Quantity field of the Outbound Order Lines (whinh2120m000) session. Quantity If the Tolerance Type field is set to Quantity and a sales order or sales schedule is released to Warehouse Management, the following occurs: ERP LN sets the value of the Maximum Quantity Tolerance field in the Warehousing Orders (whinh2100m000) session to zero. ERP LN defaults the quantity you entered in this field to the Allowed Overdelivery Quantity field of the Outbound Order Lines (whinh2120m000) session. Caution! The maximum (percentage) value of the Maximum Quantity Tolerance field in the Warehousing Orders (whinh2100m000) session can never exceed 999.99.