| # Sales Type Exceptions (tcmcs2104m000) Use this session to define sales type exceptions. Sales types exceptions link sales types (and through the sales type, a control account) to transactions that involve specific details for an invoice-to business partner and order origin. Transactions for which you do not define a sales type exception are posted to the control account linked to the default sales type for the business partner group. You can define exceptions for various logistic order origins, such as Sales, Project, and Freight. You can define exceptions for the following types of order details: Item groups. Items. Project categories. Projects. If the order origin is Sales, you can indicate whether the exception is valid for direct delivery orders. You can specify exceptions that apply to a specific business partner and you can specify exceptions that apply generally to all the transactions. To define general exceptions, leave the Invoice-to Business Partner field empty. For each exception, you can indicate the priority. If more than one exception is found, ERP LN uses the details of the exception with the highest priority. For example, if the exception for an item has a higher priority than the exception for a specific project, transactions concerning both the item and the project are posted to the control account linked to the sales type specified for the item. Each combination of order origin, item, item group, project category, project, direct delivery indicator, and sales type that you define as an exception, must be unique. Related topics Control accounts To set up control accounts Invoice-to Business Partner The invoice-to business partner to whom the exceptions apply. To define exceptions that apply to all sales invoices independent of the invoice-to business partner, leave this field empty. Order Origin The logistic origin of the order. The order origin can be: Sales. Internal invoice. Freight. Project. All origins. Priority The priority of the exception. A low value indicates a high priority. The value 1 indicates the highest priority. For example, if the exception for an item has priority 1 and the exception for a specific project has priority 2, the sales type defined for the item is the default sales type for the order lines with both the item and the project. Item Group Subject to the priority rules, the sales type for this item group is the default sales type for the order line. Item Subject to the priority rules, the sales type for this item is the default sales type for the order line. Project Category Subject to the priority rules, the sales type for this project category is the default sales type for the order line. Project Subject to the priority rules, the sales type for this project is the default sales type for the order line. Direct Delivery If this check box is selected, subject to the priority rules, the sales type is the default sales type for order lines with direct delivery. If this check box is cleared, subject to the priority rules the sales type is the default sales type for the order lines for all orders. Sales Type The sales type that ERP LN uses to determine the control account to be used for the invoice transactions. The transactions are posted to the control account that you linked to the sales type in the Control Accounts by Business Parter Group (tfacr0515m000) session. Increment Priority Increases each priority number by one, starting at the selected line. For example, you can use this to insert a line between two existing lines with consecutive priorities. Renumber Renumbers the priorities to remove any gaps in the numbers. For example, if you define exceptions with the priorities 1, 4, 6, 7, then after renumbering the priorities will be 1, 2, 3, 4. Copy Sales Type Exceptions Starts the Copy Sales Type Exceptions (tcmcs2204m000) session, which you can use to copy the sales type exceptions that you defined for the invoice-to business partner and order origin, to a different order origin of the same business partner or to an order origin for a different invoice-to business partner. |