| Sales orders - additional processes |  |
| A number of processes do not always occur in the sales order procedure, but can be used depending on specific situations. These are the following processes: To add additional costs to a sales order To allocate and hard peg orders To block and unblock sales orders To change sales data after release to Central Invoicing To create cross-docking orders and to split deliveries To create direct delivery orders To create freight orders from sales orders To create product variants To create rush orders To handle ATP/CTP To handle back orders To handle components To handle installment orders To handle promotions To handle return orders To set up and use alternative items To use consigned inventory To use copy templates To use priority simulations To add additional costs to a sales order Cost items are used to define surcharges such as freight, handling, administrative fees, and so on. These costs can be put on a sales order so the order accurately reflects charges billed to a customer. Several cost items with additional costs can be assigned to an order by bringing them together in a cost set. Additional costs can be order based or shipment based. Order based Additional costs are calculated for a sales order. After sales order approval, additional costs are placed on an order as extra cost (items) after the last item recorded. Shipment based Additional costs are calculated for a sales shipment. After confirmation of a shipment, a sales shipment cost order is generated containing all additional costs for one shipment. For more information, refer to: Additional costs - order based Additional costs - shipment based To allocate inventory and hard peg orders If the allocation and hard pegging functionality is used in a company, inventory is allocated when sales orders are created. In addition, a specification is linked to these orders. For more information, refer to Allocation and hard pegging overview. To block and unblock sales orders Several reasons can exist for blocking a sales order or a sales order line. An order can be held for more than one reason at any point in the sales order procedure. For more information, refer to Order blocking. To change sales data after release to Central Invoicing In some cases, you can update sales invoice data after the sales data is released to Central Invoicing. Dependent on the invoice status, you can change: Sales order data in the Change Prices and Discounts after Delivery (tdsls4122m000) session. Installment data in the Sales Installment Orders (tdsls4110m000) session. Rebate data in the Rebates Calculated by Order (tdcms2150s000), or the Rebates Calculated by Relation (tdcms3150s000) sessions. For more information, refer to To change sales data after release to Central Invoicing. To create cross-docking orders and to split deliveries If you want to fulfill an existing sales order for which no inventory is available, you can take inbound goods immediately from the receipt location to the staging location for issue. To initiate this process, you must generate a cross-docking order. Splitting deliveries is in fact splitting order lines. If order lines are generated, you can split up the order lines into several delivery lines. As a result, multiple deliveries take place on one order line. If a cross-docking order exists and a split delivery is required, you can further split up a delivery line into several deliveries. For details, refer to Cross-docking and splitting deliveries. To create direct delivery orders On a sales order or service order, you can indicate whether you want the sold goods to be directly delivered. In case of a direct delivery, a sales order or service order results in a purchase order. Because the buy-from business partner delivers the goods directly to the sold-to business partner, Warehouse Management is not involved. For detailed information on generating and processing direct delivery orders, refer to the following topics: Direct delivery sales orders Direct delivery service orders To create freight orders from sales orders Freight Management is the package that handles transportation requirements. Sales Control is linked with Freight Management. The purpose of the integration between Sales Control and Freight Management is to identify and choose the appropriate means of transportation during order entry. The integration between Freight Management and Sales Control covers the following topics: Integration between Freight Order Control and Sales Control In Freight Order Control, two types of planning exist: Rough planning, which is used for long-term capacity planning. Load building, which is the actual execution time plan of the shipments and loads. To ship the goods, Freight Order Control must know the shipments that must be moved over a period of time. If Sales Control is responsible for creating the freight order, the progress of the shipment and loads can be exchanged and information can be shared between Freight Order Control and Sales Control. Integration with freight rates During sales order entry or sales quotation entry, you can zoom to Freight Management to select the most suitable carrier. Based on several factors, such as the invoicing method, item, freight class, service level, transport type, and transport means group, the freight invoice amount is then retrieved from Pricing Control. ERP LN prints the calculated invoice amount on the order acknowledgement. Integration between freight invoicing and sales invoicing The freight rate that you must pay to the carrier, is called freight costs. You can invoice your business partner for the freight costs, based on: Freight Costs. Freight Costs (Update Allowed). Client Rates. For details, refer to: Integration Freight Order Control and Sales Control Integration Freight Rating and Sales Control Integration Freight Invoicing and Sales Invoicing To create product variants If you enter a generic item item on the sales order line, you can configure the generic item in the Product Configuration module of Manufacturing. Before you perform any manufacturing activities on a generic item, the item must be configured to determine the desired product variant. You can generate product variants for the following item types: Generic non-FAS items. Generic FAS items that must not be stored in inventory. Standard FAS items that must be stored in inventory. For more information, refer to Product variants in Order Management. Generic non-FAS items You must decide whether you want to use a PCS project when producing product variants, or you want to use PCF without PCS. A PCS project is used to plan, produce, and control the manufacturing process. Consequently, the structure of the product variant is generated by project. The advantage of using PCS is that it provides an item with a detailed cost roll-up, and the possibility of pegging. However, in high volume environments, a detailed cost roll-up is often not necessary. Furthermore, using PCS requires extra time to calculate the project costs and to delete the project structure afterwards. If you want to use Project Control for Product Configuration (PCF), the order policy in the Item - Ordering (tcibd2100s000) session must be To Order. If you want to use Product Configuration (PCF) without Project Control, the order policy must be set to Anonymous. After the product variant is configured in the Product Configurator (tipcf5120m000) session, you must use the Generate (Project) Structure for Sales Orders (tdsls4244m000) session to generate the project structure and/or product structure for the product variant. For more information, refer to How to use a product model in a sales order. To create rush orders Every company deals with rush requests from customers. These requests usually require special terms of payment and delivery. To determine whether a rush request is reasonable or not, and to be able to inform the business partner about the delivery date of an order, standard rush order conditions must be defined for a company. The two possible rush situations are: The customer asks for a rush delivery during the order entry itself. The customer asks you to rush an already issued order. For more information, refer to Rush orders. To handle ATP/CTP The ATP functionality is part of a more extensive order promising technique, called capable-to-promise (CTP). The CTP functionality consists of the ATP component, which is a rather basic order-promising method, and the CTP component, which is a more extended version of the order-promising concept. You can check the ATP/CTP for plan items during the ATP/CTP horizon as defined in the Items - Planning (cprpd1100m000) session of Enterprise Planning. Before you can enter a plan item in the Items - Planning (cprpd1100m000) session, you must set the Order System field to Planned in the Item - Ordering (tcibd2100s000) session of the Common package. If you want ERP LN to check an item's ATP/CTP when you enter a sales order, you must perform the following: Select the CTP Check for Sales check box in the EP Parameters (cprpd0100m000) session. If this check box is selected, ERP LN carries out a capable-to-promise (CTP) check when a sales order for an item is closed. If this check box is cleared, ERP LN does not carry out any CTP check, regardless of the values of CTP-related parameters in the Items - Planning (cprpd1100m000) session. Indicate the types of ATP and CTP checks that must be applied and define the settings for the checks in the Items - Planning (cprpd1100m000) session. If the free available inventory (ATP) and additional critical components and capacities (CTP) are insufficient to fulfill the order, ERP LN comes up with a number of possibilities to handle the shortage. One way to handle the shortage for a sales order is to propose a delivery schedule, which you can set up by means of the ATP Handling (tdsls4899m000) session. You can also use the ATP Handling (tdsls4899m000) session to perform offline ATP/CTP checks. For instance, you can collect multiple orders in written form and then use the ATP Handling (tdsls4899m000) session to carry out ATP/CTP checks. For more information, refer to Types of ATP and CTP checks. To handle back orders If only a part of the goods or none of the goods listed on a sales order are shipped, back orders can be created. A back order can be created in the following modules: Sales Control A back order can be created as follows: You manually enter a hold back quantity. The direct delivery purchase order that is created for the sales order is not completely delivered. Inventory Handling The shipping quantity can be decreased at two points in the Inventory Handling module of Warehouse Management: Before confirmation of the outbound advice . Before confirmation of the shipment. . For more information, refer to Back order handling for sales orders. To handle components If you want to deliver components instead of main items, in the sales order procedure, you can define how components are handled. For more information, refer to Overview of kit handling in Order Management. To handle installment orders Invoicing business partners is a normal and necessary part of business. Invoicing can be performed in a number of ways. Invoicing by installments enables you to send invoices for partial amounts or percentages of the total net amount before or after the ordered goods are actually delivered. To establish the installments, you add a number of installment lines to the sales order. Installment invoicing enables payment schedules to be used, which are based on invoicing for percentages of the order amount at different time intervals. For details, refer to Installments. To handle promotions In the Pricing Control module of Order Management, promotions are defined for items and business partners. Promotions are used to offer extra discounts and/or free gifts (premiums) on sales orders or sales order lines. To check whether a promotion is defined for the item and/or the business partner of a sales order, ERP LN uses promotion matrices. ERP LN looks for valid promotions in the promotion matrices for which a matrix sequence number is defined. The retrieval of promotion matrices is controlled by the parameter settings in the Pricing Parameters (tdpcg0100m000) session. To retrieve promotions from a promotion matrix, ERP LN looks for promotion matrices with a matrix definition and matrix attributes that match the properties of the relevant sales order. Note that all of the matrix attributes must match the properties of the order. When found, the promotion linked to the promotion matrix is applied to the sales order. Note If you enter a sales order or a sales order line, you can display and select eligible and/or applied promotions in the Sales Order Promotion Data Link (tdsls4536m000) session. For details on setting up promotions, refer to To set up a promotion matrix. To handle return orders If goods must be returned on a sales order, a return order can be created. A return order can only contain negative amounts. A number of steps are involved in the return order process. For more information, refer to Sales return orders. To set up and use alternative items Whenever a stock shortage occurs for an item, you can offer the sold-to business partner an alternative item. To avoid the risk that an item becomes obsolete, you can first consume the available stock of the original item and then fill the remaining shortage with an alternative. For more information, refer to Alternative items. To use consigned inventory If you want to use consigned inventory in the sales order procedure, you can define how consigned inventory is handled. For more information, refer to Consignment in Order Management. To use copy templates In ERP LN you can indicate whether copy templates are used in the copy sales order (line) process. With copy templates, you can specify how order (line) data is copied. A copy template contains a standard set of copy exceptions with which you can complete the following: Copy existing orders to target orders in the Copy Sales Order (tdsls4201s000) session. Copy existing sales order lines to target order lines. Copy an original document's sales order lines to target order lines in the return order process. For more information, refer to Copy templates. To use priority simulations Order priority simulations help you determine the priority by which sales orders are handled in the warehouse for delivery. You can use a priority simulation to calculate the priority by which inventory is allocated to orders. To set actual priorities for sales orders, you must accept the results of the simulation. You can modify these results before accepting them. For more information, refer to Order priority (simulations). Related topics Additional costs for sales orders and schedules Allocation and hard pegging overview Alternative items Back order handling for sales orders Consignment in Order Management Copy templates Direct delivery sales orders Direct delivery service orders How to use a product model in a sales order Installments Integration Freight Order Control and Sales Control Integration Freight Invoicing and Sales Invoicing Integration Freight Rating and Sales Control Order blocking Order priority (simulations) Overview of kit handling in Order Management Overview of sales order handling Product variants in Order Management Cross-docking and splitting deliveries Rush orders Sales order procedure Sales return orders To change sales data after release to Central Invoicing To set up a promotion matrix Types of ATP and CTP checks |