| # Items - Sales Business Partner (tdisa0510m000) Use this session to view, enter, or maintain business partner specific information that is related to a particular sales item. In the details session, you can maintain the following data for the item and business partner combination: General item - sold-to business partner data. Warehousing data. Data regarding over deliveries. Sales schedule related parameters. Sales release related parameters. Note If the Use Contracts for Schedules check box is cleared in the Sales Contract Parameters (tdsls0100s300) session, this session is used to retrieve the logistic agreements for sales schedules. If the Use Contracts for Schedules check box is selected, the logistic agreements are retrieved from the Sales Contract Line Logistic Data (tdsls3102m000) session. Related topics Sales item data Overview of sales schedule handling Item Group Group of items with similar characteristics. Each item belongs to a particular item group. The item group is used in combination with the item type to set up item defaults. Item In 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 services List items (menus/options) Sold-to Business Partner Usually a customer's purchase department, the business partner who orders goods or services from your organization, that owns the configurations you maintain, or for whom you perform a project. Details of the agreement with the sold-to business partner can include the following: Default price and discount agreements Sales order defaults Terms of delivery The related ship-to and invoice-to business partner Ship-to Business Partner The business partner to which you ship the ordered goods. This usually represents a customer's distribution center or warehouse. The definition includes the default warehouse from which you send the goods, the carrier who carries out the transport, and the related sold-to business partner. Effective Date The first day on which a record or a setting is valid. The effective date often includes the effective time. Related topics To enter a date Expiry Date The last date on which a record or a setting is valid. The expiry date often includes the expiry time. Related topics To enter a date Sales Unit The unit by which the item is sold. Note If a conversion factor for this unit exists, LN automatically converts the selected unit. Self-Billing If this check box is selected, self-billing is applicable. Related topics Self billing Blocked If this check box is selected, the sold-to business partner is (temporarily) blocked for this item. You can never enter blocked item - business partner combinations in sales documents. Blocking Reason Use reason codes to describe the reason for blocking customers. You can link a reason code to the item - sales business partner combination. Item applicable for Retro-Billing If this check box is selected, the item is applicable for retro-billing. Related topics Retrobilling Retro Billed SO per BP This field indicates how many sales orders must be generated for each sold-to business partner and item combination during a retrobilling process. You have the following options: One Only one sales order with several lines is generated. Many For each approved retro-billed line a sales order is generated. Note The default value is One. Related topics Retrobilling Customer Approval If this check box is selected, the goods that are delivered on a sales order must be approved for the item-business partner combination before you can invoice the goods. The ownership of the goods changes from supplier to sold-to business partner when the delivered goods are approved. If this check box is cleared, the sales order is released to Central Invoicing as soon as the shipment is confirmed in Warehouse Management. The ownership of the goods changes from supplier to sold-to business partner when the shipment is confirmed. Note You cannot define this field if the item is a cost item, service item, subcontracting item, or an equipment item. Default value This field is defaulted from the Customer Approval field in the Ship-to Business Partners (tccom4111s000) session. Related topics Customer approval Returns Rejected Quantity If this check box is selected, a sales return order must be generated for the rejected quantity of the delivered goods. Note You cannot define this field if the item is a cost item, service item, subcontracting item, or an equipment item. Default value This field is defaulted from the Return Rejected Quantity field in the Ship-to Business Partners (tccom4111s000) session. Related topics Customer approval Item Sales Text (Internal) If this check box is selected, internal text exists for the item-business partner combination. Click Text Editor to create, copy, select, or view the description. Item Sales Text If this check box is selected, text exists for the item-business partner combination. Click Text Editor to create, copy, select, or view the text. Channels The warehouse channel of the item - sales business partner combination. If warehouses are organized by item - sales business partner, all items for this sales business partner are stored in the same warehouse. Related topics Channel ATP Carrier/LSP The company responsible for the transportation of goods to the ship-to business partner. Shipment or Delivery Based Use this field to define the date and time on which the sales schedule requirements for the item and business partner combination are based. Shipment Based The sales schedule requirements are based on the date and time the goods must be shipped to the ship-to business partner. As a result, time calculations are based on the planned shipment date. Delivery Based The sales schedule requirements are based on the date and time your ship-to business partner needs the goods at the warehouse. As a result, time calculations are based on the planned receipt date. Related topics Overview of sales schedule handling Package Definition The package definition for the item or item group. Related topics Packaging levels Quantity Unit Binding If this check box is selected, the unit specified in the Sales Unit field is binding for all sales orders that contain the item and business partner. This implies that the business partner receives the items in the preferred unit. Example A business partner orders a box of chocolate bars. A box contains 24 chocolate bars. If the Quantity Unit Binding check box is selected for the combination of item - sales business partner combination, you cannot supply the business partner with 24 chocolate bars. You must use box as a sales unit for this business partner. Quantity Unit Binding for Planning If this check box is selected, available-to-promise (ATP) results are expressed in the sales order unit. If a delivery schedule is generated, the unit on the order line is not changed. If this check box is cleared, ATP results are expressed in the inventory unit. If a delivery schedule is generated, the unit of measure on the order line is updated to the inventory unit. Example A sales order is available with a sales order quantity expressed in boxes. The inventory unit is pieces. If the Quantity Unit Binding for Planning check box is selected, after a Fixed WH Check is executed and accepted, the order line is split up in subdeliveries with quantities still expressed in boxes. Shelf Life [Periods] The period during which the item must at least be saleable or usable for the sold-to business partner after receipt. The shelf life is used to calculate the minimum required best before date for perishable LIFO/ FIFO items. Note When the item is shipped to the sold-to business partner, the standard LIFO/FIFO outbound policy is overruled. The best before date is called the Inventory Date in the Stock Point Inventory (whinr1540m000) session. Example The Shelf Life [Periods] is set to 4 days. If the planned receipt date for the item is Monday the first, the best before date is Friday the fifth. This means the item is at least saleable/usable until Friday the fifth. The outbound advice takes into account this Shelf Life [Periods] and only advises items for which the best before date lies 4 days after the planned receipt date at the most. Related topics Outbound advice Period for Shelf Life The unit of time in which the shelf life is expressed. Ship-to Warehouse The warehouse to which the item is shipped. If materials must be supplied from the manufacturer to the subcontractor, this warehouse represents the subcontractor's warehouse. As a result, this is an administrative warehouse for the manufacturer. Note This field is only used for item subcontracting. Default value This warehouse is defaulted to the Ship-to Warehouse on the sales order line if the following applies: A subcontracting sales order line is generated with the Payment field set to No Payment or Pay on Use. A sales order line is entered manually for which the Payment field set to No Payment or Pay on Use. Related topics Item subcontracting - setup Generate Freight Order from Sales If this check box is selected, freight orders must be generated for sales orders that contain this item - sales business partner combination. Note You cannot select this check box if the item is a cost item, a service item, or a list item. Default value The value of this check box is defaulted to the Generate Freight Order from Sales check box in the Sales Order Lines (tdsls4101m000) session and the Sales Order Delivery Lines (tdsls4101m100) session, but can be overwritten in these sessions. Related topics Integration Sales and Freight Management Integration Freight Order Control and Sales Control Invoice for Freight If this check box is selected, freight costs must be invoiced to the invoice-to business partner. Related topics Integration Freight Invoicing and Sales Invoicing Allow Over Deliveries If this check box is selected, Warehouse Management is allowed to ship an over delivery for the item and business-partner combination. In case of direct delivery, when Warehouse Management is not involved, the over delivery parameters in this session are only used for information purposes. If the sold-to business partner does not accept the over delivery, the goods can be returned to the supplier by means of a return order. 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 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, LN gives a warning message to Warehouse Management. Block If the maximum tolerance is exceeded, LN blocks the shipment in Warehouse Management. No LN does not take any action. Maximum Tolerance The quantity or percentage the shipped quantity is allowed to exceed the ordered quantity. Note LN uses this field to determine the default value of the Maximum Quantity Tolerance field in the Warehousing Orders (whinh2100m000) session and the Qty Overdelivery Allowed 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: LN defaults the percentage you entered in this field to the Maximum Quantity Tolerance field of the Warehousing Orders (whinh2100m000) session. LN calculates the quantity that is allowed for an over delivery and enters this quantity in the Qty Overdelivery Allowed 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: LN sets the value of the Maximum Quantity Tolerance field in the Warehousing Orders (whinh2100m000) session to zero. LN defaults the quantity you entered in this field to the Qty Overdelivery Allowed 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. Transaction Time Fence Together with the EDI message as specified in this session, and the Schedule Type as specified in the Sales Schedules (tdsls3111m000) session, the transaction time fence determines the requirement type of the sales schedule line. Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Transaction time fence. Related topics Sales schedule line requirement type Freezing Time Increase The number of days, calculated from the current date, for which you can no longer increase the quantity of required items. Frozen Period (-) The number of days, calculated from the current date, for which you can no longer reduce the quantity of required items. Linear Estimate If this check box is selected, LN makes a linear estimate to determine the new forecast quantity for a sales schedule of the Material Release type, if this sales schedule was preceded by a sales schedule of the Shipping Schedule type or the Sequence Shipping Schedule type. If this check box is cleared, LN takes the unconsumed demand as the new forecast for a sales schedule of the Material Release type, if this sales schedule was preceded by a sales schedule of the Shipping Schedule type or the Sequence Shipping Schedule type. Related topics Sales schedules and Enterprise Planning Accumulate Demand On Start Date Of The Period If this check box is selected, Enterprise Planning fills the first day of the material release's start date with the total quantity. If this check box is cleared, Enterprise Planning spreads the total quantity of the material release over the number of days between the material release's start date and end date. Related topics Sales schedules and Enterprise Planning EDI message Determines the type of sales schedule that you can receive for the item and business partner combination. Material Release The sales schedule only consists of a Material Release. Shipping is performed based on the Firm or Immediate requirements in the material release. Shipping Schedule The sales schedule consists of a Material Release followed by a Shipping Schedule. Shipping is carried out based on the Firm and Immediate requirements in the shipping schedule. The material release only sends forecasting data. Sequence Shipping Schedule The sales schedule consists of a Material Release followed by a Sequence Shipping Schedule. Shipping is carried out based on the Firm and Immediate requirements in the sequence shipping schedule. The material release only sends forecasting data. Shipping Schedule only The sales schedule only consists of a Shipping Schedule. Shipping is carried out based on the Firm and Immediate requirements in the shipping schedule. No forecasting data is sent to the supplier. Related topics EDI and sales schedules Sales releases CUM Model used Use this field to indicate what cumulative (CUM) model is used. The used CUM model determines the cumulative quantity: Your business partner provides you with. On which the adjustment quantity is based. That is used for resetting the cumulatives and authorizations. Allowed values Order Based The prior required CUM is used. Receipt Based The received CUM is used. Not Applicable Applies if the EDI message is set to Sequence Shipping Schedule. Related topics Sales schedule cumulatives Sales schedule authorizations Sales schedule adjustment Referenced Schedule If this check box is selected, you can only receive referenced sales schedules for the item and business partner combination. The EDI message determines whether you can receive referenced sales schedules for a specific item and business partner combination. Material Release If the EDI message is Material Release, you cannot select the current check box. Shipping Schedule If the EDI message is Shipping Schedule, you can select the current check box. The current check box is cleared by default. Sequence Shipping Schedule If the EDI message is Sequence Shipping Schedule, the current check box is always selected and disabled. Shipping Schedule only If the EDI message is Shipping Schedule only, you can select the current check box. The current check box is selected by default. Related topics Referenced sales schedules Approve Referenced Sales Schedules automatically If this check box is selected, the sales schedule lines that you receive for the item and business partner combination are approved automatically. You can only apply automatic approval for referenced sales schedules. As a result, you can only select the current check box if the Referenced Schedule check box is also selected. Related topics Referenced sales schedules To approve sales schedules Automatic sales schedule processing Consider Planned/Actual Delivery Date during Reconciliation If this check box is selected, the planned/actual delivery date is considered when reconciling sales schedules. LN calculates the shipped cumulatives based on the planned/actual delivery date. In this case, the calculation of the shipped cumulatives is as follows:
    The total shipped quantity for the sales schedule - the quantities that are
    shipped, but that are not received yet.
With this calculation, you can prevent disputes resulting from shipments that are received in a different order as in which they are shipped. These disputes are called out of sequence disputes. As a result, the Delivery Date field is filled in the Shipped CUM (tdsls3532m000) session and the Sales Schedule Reconciliation (tdsls3131m000) session. This field is filled with: The calculated receipt date when the shipment is confirmed. The actual receipt date when the shipment is received by the sold-to business partner. If this check box is cleared, the shipment date is used when reconciling sales schedules. The shipped cumulatives that are communicated when the shipment is confirmed, are inserted in LN. If the shipped quantity differs from the received quantity, a dispute is always generated. LN does not take into account out of sequence receipts. Related topics To reconcile sales schedules FAB Period The time period, expressed in days, during which you are authorized to fabricate the items required on a sales schedule. The FAB period is calculated starting from the sales schedule's last release date. Note The FAB Period is mainly used as a reference, because you get the authorizations from your business partner. LN only uses the FAB Period to reset FAB authorizations if the used authorization method as specified in the Authorizations to be field of the current session is Reset. Related topics Sales schedule authorizations RAW Period The time period, expressed in days, during which you are authorized to buy or produce the raw materials that are needed to produce the items required on a sales schedule. The RAW period is calculated starting from the sales schedule's last release date. Note The RAW Period is mainly used as a reference, because you get the authorizations from your business partner. LN only uses the RAW Period to reset RAW authorizations if the used authorization method as specified in the Authorizations to be field of the current session is Reset. Related topics Sales schedule authorizations Authorizations to be The method that is used to reset the FAB and RAW authorizations. Allowed values Authorizations to be carried forward/reset Related topics Sales schedule authorizations |