| # Item - Sales Defaults (tdisa0102s000) Use this session to list and maintain default sales data by item group. This default data is used when you add a new item in the Items - Sales (tdisa0501m000) session. When you enter or modify a (new) default value for an item group/item type combination and respond Yes to the question Perform Global Update of Sales Items with New Defaults?, the Global Update of Item with Defaults (tdisa0202m000) session starts automatically. In this session, you can: View and maintain quantity conditions. Subdivide items into various monetary groups to classify items with common characteristics, for example, items that belong to the same Sales Price Group. Related topics Item data Item Type A classification of items used to identify if the item is, for example, a purchased item, a manufactured item, or an equipment item. Depending on the item's type, certain functions will only apply to that item. 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. Sales Unit The unit in which an item is sold. Minimum Quantity to Commit The minimum quantity that must be delivered in case of a partial allocation. If the value of this field is higher than zero, partial allocation lower than that value is not possible. Minimum Rate for Commitment The minimum rate to be delivered in case of a partial allocation. If the value of this field is higher than zero, partial allocation lower than that value is not possible. Minimum Order Quantity ERP LN defaults the quantity entered in this field to the Ordered Quantity field of the Sales Order Lines (tdsls4101m000) session. If you use order quantities that are lower than the value specified here, ERP LN will display a warning message. Note The minimum order quantity is by default set to one. The minimum order quantity is expressed in the inventory unit. Direct Delivery from Quantity The order quantity for which a direct delivery is preferred. Commitment Policy Specify per item if and when you want to automatically commit the ordered quantity. Note The batch commitment processes at sales and warehousing can overrule this parameter. You can change the commitment policy as long as no commitments are made for the item in the Inventory Commitments (whinp2100m000) session. Allowed values Commitment Policy Warehouse The code that is used to identify the default warehouse in which the sales item is stored. Component Handling Define how components are handled if the sales item is a component. Note This field can only be defined if the Extended Kit Handling Implemented check box is selected in the Sales Order Parameters (tdsls0100s400) session and the Item Type is Purchased, Manufactured, or Generic (not a FAS item). 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 sales item. Allowed values Shipping Constraint Related topics Overview of kit handling in Order Management Sales Text If this check box is selected, item sales text exists. Click Text Editor to create, copy, select, or view the text. Release to Warehouse If this check box is selected, the issue of the item is carried out in Warehouse Management. If this check box is cleared, the issue of the item is carried out in the Sales Control module. Note If the sales item is a purchased item, a manufactured item, or a list item of the type kit, this check box is unavailable and selected. If the sales item is a cost item, a service item, or a generic item, this check box is available. So, you can decide per item whether it is released to Warehouse Management. If the sales item is a Subcontracted Service item, an Equipment item, or a list item of the type menu or option, this check box is always cleared and unavailable. This check box is used to determine whether the Warehouse field of the Sales Order Lines (tdsls4101m000) session can be left empty. Accessories Allowed If this check box is selected, accessories are defined for this item. Related topics List items Return Components If this check box is selected, components of a kit can be returned separately. Note This check box is only used if the order is a return order. Sales Price Unit The unit on which the sales price is based. If you enter an item, ERP LN fills in the default sales unit for this particular item. This unit can be equal to the inventory unit. If the sales unit is not equal to the inventory unit, you can record the sales unit in the Units by Unit Set (tcmcs0112m000) session. Sales Price Group The sales price group is a group of items with corresponding price and discount agreements. Note If you enter an item, ERP LN fills in the sales price group for that particular item. You can define price groups in the Price Groups (tcmcs0124m000) session. Sales Statistics Group Classify the item in a statistics group to make statistical reports. Note You can define statistics groups in the Statistical Groups (tcmcs0144m000) session. Upper Margin The upper margin is the percentage that the actual sales price is allowed to exceed the target price. Related topics Overview of margin control Lower Margin The lower margin is the percentage that the actual sales price is allowed to be lower than the target price. If this percentage is negative, the item can only be sold for a price higher than the target price. This is the case when the target price is the cost price. Related topics Overview of margin control Commission Group Select the commission group by zooming to the Commission/Rebate Groups (tdcms0118m000) session. Rebate Group Select the rebate group by zooming to the Commission/Rebate Groups (tdcms0118m000) session. Tax Code Select the tax code by zooming to the Tax Codes (tcmcs0137m000) session. Note The default tax code appears if an item is entered in: A sales quotation. A sales contract. A sales order. Allow Over Deliveries If this check box is selected, Warehouse Management is allowed to ship an over delivery for the item. Tolerance Type This field indicates if the tolerance for the over delivery is expressed 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 ERP 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, ERP LN gives a warning message to Warehouse Management. Block If the maximum tolerance is exceeded, ERP LN blocks the shipment in Warehouse Management. No ERP LN does not take any action. Maximum Tolerance The quantity or percentage the shipped quantity is allowed to exceed the ordered quantity. Note ERP LN uses this field to determine the default value of the Maximum Quantity Tolerance field in the Warehousing Orders (whinh2100m000) session and the Allowed Overdelivery Quantity 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: ERP LN defaults the percentage you entered in this field to the Maximum Quantity Tolerance field of the Warehousing Orders (whinh2100m000) session. ERP LN calculates the quantity that is allowed for an over delivery and enters this quantity in the Allowed Overdelivery Quantity 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: ERP LN sets the value of the Maximum Quantity Tolerance field in the Warehousing Orders (whinh2100m000) session to zero. ERP LN defaults the quantity you entered in this field to the Allowed Overdelivery Quantity 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. |