| Rules for synchronization |  |
| A sales order line can have delivery lines linked to it. A sales order delivery line can be: A split sales order line. A back order line. For each delivery line, you can also have (a) linked back order line(s). The sales order line holds the aggregated information from the delivery line(s). An external order line, which is an order line from another product, can connect to the sales order line in the Sales Control module. Changes to the external order line reflect in the sales order line. The changed fields on the sales order line must then be synchronized with the delivery line(s), if applicable. In other words, when a sales order line is changed, the changes must be synchronized with the delivery lines and vice versa. For information on the fields that trigger the synchronization process, refer to Synchronization between sales order line and delivery lines To update price and discount fields on the sales order line You cannot change the price and discount fields in the Sales Order Lines (tdsls4101m000) session if a final delivery is made for the order line. In other words, the order line and linked delivery line(s) cannot be completely delivered yet. If a line is already delivered, but not yet invoiced, you can update the price of a sales order line with the Change Prices and Discounts after Delivery (tdsls4122m000) session. However, an external order line cannot update the price after delivery. To update the sales price unit on the sales order line You can only change the sales price unit by using an external order line. You cannot change it manually in ERP LN. In addition, you cannot change the sales price unit if a final delivery is made for the order line. In other words, the order line and linked delivery line(s) cannot be completely delivered yet. To update the ordered quantity on the sales order line If you change the Ordered Quantity in the Sales Order Lines (tdsls4101m000) session, ERP LN removes all linked delivery lines. This applies to both delivery lines that are created automatically by the ATP process, and to delivery lines that are the result of a manually created delivery schedule. You cannot change the ordered quantity if one of the linked delivery lines is already delivered, or is too far in the warehouse outbound process. In this case, you must modify the delivery line’s Ordered Quantity to carry out the order quantity change. If you change the Ordered Quantity on a delivery line, ERP LN preserves the delivery schedule and changes the Ordered Quantity on the order line. If you change the ordered quantity on an external order line, ERP LN does not inform the external order line on the removal of the linked delivery lines. Note You can create a new delivery schedule in the Sales Order Line - Deliveries (tdsls4101m900) session. For back orders, the ordered quantity and amount are not synchronized with the order line. The reason for this is that the (parent) delivery line already accounts for the ordered quantity of the back order line. To update the sales unit on the sales order line You can update the sales unit of an order line if Warehouse Management did not yet process a linked delivery line. However, if you update the sales unit of an order line, ERP LN removes the not yet processed delivery lines. You must create new delivery lines for the changed sales unit, if required. If you change the sales unit on an external order line, ERP LN does not inform the external order line on the removal of the linked delivery lines. To update the planned delivery date on the sales order line In ERP LN, you can update the Planned Delivery Date in the Sales Order Lines (tdsls4101m000) session if no delivery lines are linked to it. Otherwise, the Planned Delivery Date is disabled. You can, however: Change the Planned Delivery Date for the linked delivery lines in the Sales Order Delivery Lines (tdsls4101m100) session. A delivery line’s latest planned delivery date is synchronized with the planned delivery date of the sales order line. Change the Planned Delivery Date for the sales order header in the Sales Order - Lines (tdsls4100m900) session. As a result, ERP LN updates the planned delivery date of all linked sales order lines. However, when ERP LN wants to update a sales order line that has delivery lines linked to it, you are informed that the delivery lines will be removed. If you want to keep the delivery lines, you can reverse the update of the planned delivery date and change the planned delivery date on the delivery line, if required. You can always update the planned delivery date on the sales order line by means of an external order line. However, if delivery lines are linked to the sales order line, they are removed when an external order line updates the planned delivery date. ERP LN does not inform the external order line on the removal of the delivery lines. To check in the first place whether the planned delivery date on the sales order line can be changed, ERP LN verifies whether the CTP Check for Sales check box is selected in the EP Parameters (cprpd0100m000) session. If this check box is selected, ERP LN checks whether the item is available on the new planned delivery date. If the item is not available in the requested quantity, the planned delivery date cannot be changed. If the item is available, ERP LN then determines if delivery lines exist. Note You can never change an order line’s planned delivery date if a linked delivery line is already delivered. As a result, for all delivery lines, the Delivery Date must be empty in the Sales Order Delivery Lines (tdsls4101m100) session. If the new planned delivery date falls after the planned receipt date, ERP LN equals the planned receipt date with the planned delivery date. ERP LN does not recalculate the planned receipt date following the defined lead times. You can recalculate the planned receipt date in the Sales Order Lines (tdsls4101m000) or Sales Order Delivery Lines (tdsls4101m100) session. If an external order line changes the planned delivery date but not the price, price fields can be recalculated. See also: To synchronize price fields. To update the planned receipt date on the sales order line In ERP LN, you can update the Planned Receipt Date in the Sales Order Lines (tdsls4101m000) session if no delivery lines are linked to it. Otherwise, the Planned Receipt Date is disabled. You can always update the planned receipt date on the sales order line by means of an external order line. If delivery lines are linked to the sales order line, the planned receipt date of the delivery lines is updated as well. Note You can never change an order line’s planned receipt date if a linked delivery line is already delivered. As a result, for all delivery lines the Delivery Date must be empty in the Sales Order Delivery Lines (tdsls4101m100) session. If the new planned receipt date falls after the planned delivery date, ERP LN equals the planned delivery date with the planned receipt date. ERP LN does not recalculate the planned delivery date following the defined lead times. You can recalculate the planned delivery date in the Sales Order Lines (tdsls4101m000) or Sales Order Delivery Lines (tdsls4101m100) session. However, if changing the planned receipt date leads to changing the planned delivery date, ERP LN removes the delivery lines that are linked to an order line. See also: To update the planned delivery date on the sales order line. If an external order line changes the planned receipt date but not the price, price fields can be recalculated when the planned delivery date is changed as well. See also: To synchronize price fields. A delivery line’s latest planned receipt date is synchronized with the planned receipt date of the sales order line. To synchronize price fields The most important fields for price synchronization are: Price. Discount Amount. Line Discount. When these fields are synchronized, also the following price and discount related fields are synchronized: Discount Matrix Definition. Discount Matrix Sequence. Discount Method. Discount. Discount Matrix Type. Determining. Eligible. When the order line is created, the price is determined based upon: The Sales Price Date Type parameter in the Pricing Parameters (tdpcg0100m000) session. This field determines whether the order date, system date, or delivery date must be used to calculate the price. The ordered quantity. The sales unit. When the order line is split into delivery lines, the price determined on the order line is the default price for all the delivery lines. When you change the planned delivery date (if the Sales Price Date Type parameter is set to Delivery Date ), or you change the ordered quantity on a delivery line, ERP LN synchronizes the new values with the order line. When you close the Sales Order Delivery Lines (tdsls4101m100) session, ERP LN asks you whether you want to recalculate the prices. The prices are then recalculated following the synchronized fields on the sales order line. To determine the price based upon a fixed amount: When the external order line did not set the price or you did not enter a price in the Price field of the Sales Order Lines (tdsls4101m000) session, you must enter an amount in the Order Amount field of the Sales Order Lines (tdsls4101m000) session. This amount is fixed for the order. As a result, a price is calculated as a price per sales unit. When the external order line communicates the amount, also the sales price unit is communicated. As a result, the amount is converted into a price by sales price unit. ERP LN synchronizes the price that is calculated from the fixed amount, with the delivery lines. To update the price after delivery After an order line, or delivery line is delivered, you can no longer update the price directly on the line. You can update the price of delivered, not yet invoiced lines in the Change Prices and Discounts after Delivery (tdsls4122m000) session. In the Change Prices and Discounts after Delivery (tdsls4122m000) session, the Apply for other sequences. check box appears. The following applies to this check box: If this check box is selected, the modified price or discount that you enter in this session, is also updated in the other line sequences of the same order and position. Line sequences that are already released to invoicing are skipped. If the Order Line Type field is set to Order Line, the check box is unavailable and selected. If this check box is selected, and you update the prices/discounts of an Order/Delivery Line, the price and discount fields of the Back Order lines that are linked to the Order/Delivery Line are also updated. However, if this check box is selected, and you update the price/discounts of a Back Order line, ERP LN updates the Back Order lines that are linked to this Back Order, but does not update the (parent) delivery line. Promotions Promotions can offer the customer a premium item or an additional discount. Premium promotion In case a premium item can be offered, ERP LN always creates a new sales order line for the premium item. Promotional discount In case a promotional discount can be offered on a sales order line with delivery lines linked to it, ERP LN increases the Total Promotion Discount and decreases the Amount in the Sales Order Lines (tdsls4101m000) session. However, the sales order line can never be invoiced. The reason for this is that the sales order line is split up in several sequences and only the totaled quantities and amounts are visible on this line. No financial or logistic transactions are done for this sales order line. As a result, the promotional discount must also be registered on the linked delivery lines. The promotional discount that is assigned to a delivery line depends on the Ordered Quantity of the delivery line. The promotional discount that is assigned to a delivery line reflects in the amount of the Sales Order Delivery Lines (tdsls4101m100) session. ERP LN carries out the following calculation steps to calculate the Amount: ERP LN determines the delivery line’s promotional discount. The discount is calculated as follows: Total Promotion Discount of the Sales Order Lines (tdsls4101m000) session divided by the Amount of the Sales Order Lines (tdsls4101m000) session, times the Ordered Quantity of the Sales Order Delivery Lines (tdsls4101m100) session. ERP LN determines the delivery line’s amount. The amount is calculated as follows: Amount of the sales order delivery line minus the outcome of step one. Note The sales order line holds the aggregated Total Promotion Discount and Amount of the linked delivery lines, which are dispersed over the delivery lines, but which are not visible on the delivery lines. However, if you release a delivery line to Central Invoicing, ERP LN uses the invisible amount of the delivery line again, because the sales order line cannot be invoiced. If you create a sales order line by means of EDI, or an external order line, promotions are not applied automatically. In ERP LN, a user must open the sales order line that is created by EDI or by an external application, and assign the promotion manually. Related topics Synchronization between sales order line and delivery lines |