| # Sales Order Types (tdsls0594m000) Use this session to view, enter, and maintain sales order types. You can start this session in the details mode by clicking: Details on the appropriate menu of the Sales Order Types (tdsls0594m000) overview session. Sales Order Type Details on the File menu of the Sales Order Type - Activities (tdsls0694m000) session. When you double-click a record, or click the New button, the Sales Order Type - Activities (tdsls0694m000) session is started. Related topics Sales organizational data Retrobilling Flexible sales order processing Customer approval Sales Order Type The order type, which determines the sessions that are part of the order procedure and how and in which sequence this procedure is executed. General Information Block As of Activity The procedure step at which a sales order can be blocked. As a result, the order procedure is interrupted. Note The only blocking steps that can be used are the following: Print Sales Order Acknowledgements/RMAs (tdsls4401m000) Generate Inventory Commitment (whinp2200m000) Release Sales Orders to Warehousing (tdsls4246m000) Release Sales Orders/Schedules to Invoicing (tdsls4247m000) Related topics Order blocking Warehousing Order Type The code of the warehousing order type that is linked to the sales order type. Note Normally, the warehousing order is of the Issue type. If the order type is defined as a Return Order, the warehousing order is of the Receipt type. Related topics Overview of sales order handling Standard Terms of Delivery The standard terms of delivery linked to this sales order type. Note If you enter a term of delivery in this field, it overrules the standard delivery terms of the sold-to business partner in the Sold-to Business Partners (tccom4110s000) session. The value of this field is defaulted to the sales order if the specific sales order type is used. Standard Terms of Payment The standard terms of payment linked to this sales order type. Note The value of this field is defaulted to the sales order if the specific sales order type is used. Component Handling Define how components are handled for the sales order type. Note This field can only be defined if the Extended Kit Handling Implemented check box is selected in the Sales Order Parameters (tdsls0100s400) session. If this field is set to Component Lines, the Change Prices and Discounts of Sales Invoice Lines (tdsls4132m000) session is automatically linked as an optional activity to the order type. If the Collect Order, Cost Order, Retro-Billed, Consignment Invoicing, or Consignment Replenishment check box is selected or the order is a return order, this field is automatically set to Not Applicable. 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 order type. Allowed values Shipping Constraint Related topics Overview of kit handling in Order Management Series A group of first free number series that you can assign to a specific use. For example, you can assign a number group to: Business partner codes Purchase contracts Sales orders Production orders Service orders Warehousing orders Freight orders Within a number group you can define multiple series. Each series is identified by the series code. The series numbers that LN generates consist of the series code followed by the first free number in the series. Series codes of the same number group have the same length. Related topics To use number groups and series Order Series The series that you assign to the order type for sales orders. Note You must first define the series in the First Free Numbers (tcmcs0150m000) session. Related topics To use number groups and series Quotation Series The series that you assign to the order type for sales quotations. Note You must first define the series in the First Free Numbers (tcmcs0150m000) session. Related topics To use number groups and series Sales quotations Contract Series The series that you assign to the order type for sales contracts. Note You must first define the series in the First Free Numbers (tcmcs0150m000) session. Related topics To use number groups and series Sales contracts Extended Inventory Check If this check box is selected, an extended check on available inventory is performed for sales order lines and sales order component lines that have this order type. If this check box is selected, the following are applicable: You must define an Inventory Check Moment for the order type in this session. Sales order lines and sales component lines receive an order promising status based on which delivery of the lines can or cannot be promised to the customer. You cannot approve a sales order before its (component) lines receive the order promising status Accepted. Note This check box is visible only if the Extended Inventory Check check box is selected in the Sales Order Parameters (tdsls0100s400) session. Related topics Inventory shortage handling Inventory Check Moment Define when the inventory is checked for the order type. Note This field can be defined only if the Extended Inventory Check check box is selected. Allowed values Inventory Check Moment Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Extended inventory check. Related topics Inventory shortage handling CTP Check for Sales If this check box is selected, based on the planning data, LN automatically carries out a capable-to-promise (CTP) check for sales orders and sales quotations. If this check box is cleared, LN does not carry out any CTP check, regardless of the values of CTP-related parameters in the Items - Planning (cprpd1100m000) session. Note This field is defaulted from the CTP Check for Sales (for EP and OPS) parameter in the EP Parameters (cprpd0100m000) session. You cannot change its value in the current session. Related topics Capable-to-promise, an overview Application of CTP checks Inventory shortage handling Automatic Inventory Shortage Handling Allow Purchase Orders If this check box is selected, a (supply) purchase order can be generated from a sales order. If you select this check box, one of the following activities can be linked to the order type in the Sales Order Type - Activities (tdsls0560m000) session: Generate Purchase Order Advice for Sales Order (tdsls4240m000) Generate Purchase Orders (tdsls4241m000) Note You cannot generate a purchase order from a sales order if the following is applicable: The sales order type is collect order. The sales order type is retrobilled. The Consignment Invoicing check box is selected. If the order type is in use by sales orders, you can only select this check box. You cannot clear this check box. Related topics Direct delivery sales orders To hard peg supply orders Allow Production Orders If this check box is selected, a production order can be generated from a sales order. If you select this check box, the Generate Production Orders (tdsls4243m000) session is added as an activity to the Sales Order Type - Activities (tdsls0560m000) session. Note You cannot generate a production order from a sales order if the following is applicable: The sales order type is collect order. The sales order type is retrobilled. The Consignment Invoicing check box is selected. The Cost Order check box is selected. If the order type is in use by sales orders, you can only select this check box. You cannot clear this check box. Related topics To hard peg supply orders Non-generic/Planned Item Option If the Automatic Inventory Shortage Handling check box is selected in the Sales User Profiles (tdsls0139m000) session, define the automatic action for LN to take when an inventory shortage appears for this combination of order type and non-generic/planned item. Allowed values Stock Shortage Menu Options Related topics Inventory shortage handling Alternative items Non-generic/Not Planned Item Option If the Automatic Inventory Shortage Handling check box is selected in the Sales User Profiles (tdsls0139m000) session, define the automatic action for LN to take when an inventory shortage appears for this combination of order type and non-generic/not planned item. Allowed values Stock Shortage Menu Options Related topics Inventory shortage handling Alternative items Generic/Planned Item Option If the Automatic Inventory Shortage Handling check box is selected in the Sales User Profiles (tdsls0139m000) session, define the automatic action for LN to take when an inventory shortage appears for this combination of order type and generic/planned item. Allowed values Stock Shortage Menu Options Related topics Inventory shortage handling Alternative items Generic/Not Planned Item Option If the Automatic Inventory Shortage Handling check box is selected in the Sales User Profiles (tdsls0139m000) session, define the automatic action for LN to take when an inventory shortage appears for this combination of order type and generic/not planned item. Allowed values Stock Shortage Menu Options Related topics Inventory shortage handling Alternative items Kind of Order Return Order If you define the order type as a return order, all sales orders for this order type are return orders. Return Inventory An order type that is used for returning inventory. Return Rejects An order type that is used for returning rejects, which applies if you reject goods that are delivered on a sales order. You can only select this value if the Customer Approval check box is selected in the Implemented Software Components (tccom0100s000) session. See also: Customer approval. Note If the order type is a return order, the Allow Purchase Orders, Allow Production Orders, Update Demand Sales, and the Update Lost Sales check boxes are enabled in the Order Entry group box. If the order type is set to Return Rejects, you cannot select the Collect Order, Cost Order, Consignment Invoicing, and Consignment Replenishment check boxes. Sales orders of the Return Rejects order type are always generated automatically. You cannot insert them manually. Related topics Customer approval Collect Order If this check box is selected, all sales orders for this order type are collect orders. Note The activities that are linked to the collect order in the Sales Order Type - Activities (tdsls0560m000) session all have the Automatic check box selected. As a result, manual activities are not allowed for collect orders. If this check box is selected, the Allow Purchase Orders and Allow Production Orders check boxes are disabled in the Order Entry group box. Related topics Direct processing of invoices Cost Order If this check box is selected, all sales orders for this order type are cost orders. Note If this check box is selected, only the following check boxes are enabled in the Order Entry group box: Credit Check Gross Margin Control Allow Purchase Orders Retro-Billed If this check box is selected, all sales orders for this order type are retrobilled sales orders. Related topics Retrobilling Consignment Invoicing If this check box is selected, sales orders for this order type are used for invoicing consigned inventory that is consumed. Note If this check box is selected, only the Credit Check check box and the Gross Margin Control check box in the Order Entry group box are enabled. Related topics Consignment (owned) inventory Consignment in Order Management Consignment Replenishment If this check box is selected, and the sales order is released to Warehouse Management, a warehousing order of the Transfer type is created. Goods are stored at a business partner's location, and payment is not received until the goods are used or sold. Related topics Consignment (owned) inventory Consignment in Order Management Order Entry Credit Check If this check box is selected, the sold-to business partner's credit limit is checked. Note If this check box is selected, only the Collect Order, Cost Order, and Consignment Invoicing check boxes are enabled in the Kind of Order group box. Related topics Credit rating Gross Margin Control If this check box is selected, gross margin control is performed on the order. Note If this check box is selected, only the Collect Order, Cost Order and Consignment Invoicing check boxes are enabled in the Kind of Order group box. Note This field does not affect the usual margin control. The margin base is the cost price of the item, expressed in the reference currency. Related topics Overview of margin control Update Demand Sales If this check box is selected, LN updates demand figures in Warehouse Management following a change in the sales order (line). Note If this check box is selected, only the Return Order check box and the Collect Order check box are enabled in the Kind of Order group box. Update Lost Sales If this check box is selected, LN records the lost sales in the defined period. The lost sales are updated when an order line is canceled or deleted. Note If this check box is selected, only the Return Order field and the Collect Order check box in the Kind of Order group box are enabled. Effectivity Effective Date The sales order type's effective date. Expiry Date The sales order type's expiry date. Details Starts the Sales Order Types (tdsls0594m000) details session. Activities Starts the Sales Order Type - Activities (tdsls0560m000) session in which you can view, enter, and maintain the activities that are linked to the order type. |