| # Generate (Project) Structure for Sales Orders (tdsls4244m000) Use this session to generate the following structures for items on the sales order line with the Order Policy field in the Item - Ordering (tcibd2100s000) session set to To Order or Anonymous: A project structure. A product structure. Whether a project stucture and/or a product structure is generated for To Order or Anonymous items, depends on the settings of the following check boxes: The Make Customized check box in the Sales Order Lines (tdsls4101m000) session. The Generate Project Parts for Cost/Service Items check box in the current session. The Generate Project Parts for all orders check box in the current session. Note If the order policy of a generic item is Anonymous, no project stucture is generated for the item, only a product structure. As a result, the generic item is converted into a newly configured standard item, instead of a customized item. The configuration of a generic item without a PCS project linked to it has the advantage that you do not need to calculate project costs you do not require, nor delete the project structures afterwards. You can generate one project structure for each sales order or consolidate a range of sales orders into a single project structure. If you choose to create one project structure for each order, you can use the sales order number as the project number. If you generate the structure of a generic item without a PCS project linked to it, the newly configured standard item has no project code as a distinctive feature. To make the item code distinctive, clear the Identifying Item Code in the Product Configuration Parameters (tipcf0100m000) session. As a result, ERP LN adds a sequence number to the item code of the generic item to generate new item codes for each product variant. New item codes are generated for the end item derived from the generic item, and for all materials of the end item that are To Order. To customize unit effective items If you want to customize a unit effective item by using the Generate (Project) Structure for Sales Orders (tdsls4244m000) session, a full copy method is used. This means that the complete bill of material as well as all operations, applicable to all effectivity units, are copied to the PCS project. In addition, all exceptions linked to BOM lines and operations are copied. If you make changes to an effectivity unit in a PCS project, for example, by changing the effectivity unit on the linked sales order, you do not need to regenerate the PCS project, because all data related to the unit effective item is already present. Furthermore, the changed design of an effectivity unit is automatically taken into account for the next order planning run in Enterprise Planning. Note Unit effective routings are not copied to the PCS project. Similar to routings that are not unit effective, either the default routing of the unit effective item, or a routing based on fixed order quantity or economic order quantity is copied to the PCS project. This functionality does not apply to generic items. Related topics Lean PCS projects How to define a product model How to use a product model in a sales order Unit effectivity in PCS Flexible sales order processing Create a Project per Sales Order If this check box is selected, a project is created for each sales order. All items in the various lines of the sales order receive the same project code when the project is generated. Note If the Link Installments to Projects check box is selected in the Sales Order Parameters (tdsls0100s400) session, this check box is by default selected and unavailable. Check Standard Item Inventory If this check box is selected, inventory is checked to find out whether the desired customized end item is already available in inventory as a standard item. If so, then no new customized end item is created. Note This check is only carried out for generic end items with order policy To Order. For generic end items with order policy Anonymous, no inventory check is performed and a new customized item is always generated, irrespective of whether or not this check box is selected. Equate Project with Sales Order If this check box is selected, the number created for the project is equal to the sales order number. If this check box is cleared, you must define Project Series to generate a project code. Create Order Lines for Phantom If this check box is selected, sales order lines for phantom items are replaced by sales order lines for the components of that same phantom. Note The components' sales order price is calculated based on the following: The price, discount, and quantity for the generic item that is originally entered on the sales order line. The number of different components. The order quantity for each component. The original price/discount of the parent (generic) item is incorporated in the component's sales price. After calculation of a component's sales price, the link with the original price is broken. Caution! After the sales price is calculated for the order lines with the components, and you want to recalculate the price/discount for a component in the Price and Discount Recalculation Parameters (tdpcg0240s000) session, take into account that the product variant price is assigned to the line and that ERP LN does not use the parent item's price and/or discount. As a result, it is your task to split and calculate the new price for the different lines with the components. Example
Item | Price (Euro)
--- | ---
Product variant GEN1 | 120
Generic item A | 90
Component 1 | 30
Component 2 | 30
Component 3 | 30
Generic item A and product variant GEN1 are entered on sales order line 10. Generic item A, which is linked to product variant GEN1, is defined as a phantom item. Because a discount of 30 Euro is entered on this sales order line, the price arrvies at 90 Euro. The product variant is configured with the features (components) 1, 2, and 3. The Generate (Project) Structure for Sales Orders (tdsls4244m000) session is run with the Create Order Lines for Phantom check box selected. On sales order line 10, ERP LN automatically replaces Generic item A with component 1 and adds order lines 20 and 30 for the components 2, and 3. If component 3 must be ordered twice, the prices on the order lines are: Order line 10: 30 Euro Order line 20: 30 Euro Order line 30: 15 Euro If you decide to recalculate the price/discount for order line 20, ERP LN comes up with the product variant price of 120 Euro. As a result, you must perform the following: Change the price for order line 10 from 30 to 40 Euro. Change the price for order line 10 from 120 to 40 Euro. Change the price for order line 10 from 15 to 20 Euro. Related topics Defining phantoms Generate Project Parts for Cost/Service Items Together with the Generate Project Parts for all orders check box, this check box determines whether anonymous purchased, manufactured, cost or service items can be linked to a project as a project part. Setting 1 The Generate Project Parts for Cost/Service Items and Generate Project Parts for all orders check boxes are both cleared. In this case, ERP LN only takes into account the sales orders that contain at least one sales order line with the Make Customized check box selected for the item. For these orders: The anonymous cost and service items are not linked as project parts. The anonymous purchased and manufacured items are linked as project parts. Setting 2 The Generate Project Parts for Cost/Service Items is selected, but the Generate Project Parts for all orders check box is cleared. In this case, ERP LN only takes into account the sales orders that contain at least one sales order line with the Make Customized check box selected for the item. For these orders: The anonymous cost and service items are linked as project parts. The anonymous purchased and manufacured items are linked as project parts. Setting 3 The Generate Project Parts for Cost/Service Items is cleared, but the Generate Project Parts for all orders check box is selected. In this case, ERP LN takes into account all sales orders and not only the ones with the Make Customized check box selected for one of the lines. For these orders: The anonymous cost and service items are not linked as project parts. The anonymous purchased and manufacured items are linked as project parts. Setting 4 The Generate Project Parts for Cost/Service Items and the Generate Project Parts for all orders check boxes are both selected. In this case, ERP LN takes into all sales orders and not only the ones with the Make Customized check box selected for one of the lines. For these orders: The anonymous cost and service items are linked as project parts. The anonymous purchased and manufacured items are linked as project parts. Note To prevent you from processing the same orders and linking the same items as project parts, in this session, ERP LN does not take into account the sales order lines for which the Make Customized check box is cleared, but the Project is filled in the Sales Order Lines (tdsls4101m000) session. You can view and maintain project parts in the Project Parts (tipcs2111m000) session. Generate Project Parts for all orders Together with the Generate Project Parts for Cost/Service Items check box, this check box determines whether anonymous purchased, manufactured, cost or service items can be linked to a project as a project part. Important! If you add, for example, a new sales order line to an existing order for which a project structure is already generated, you can select this check box to indicate that the new item must also be linked to the project as a project part. In addition, if the Create a Project per Sales Order check box is selected in this session, the sales order's project is used. If the Create a Project per Sales Order check box is cleared, the project part is linked to a new project. Note To prevent you from processing the same orders and linking the same items as project parts, in this session, ERP LN does not take into account the sales order lines for which the Make Customized check box is cleared, but the Project is filled in the Sales Order Lines (tdsls4101m000) session. You can view and maintain project parts in the Project Parts (tipcs2111m000) session. For an explanation of the settings, refer to the online help of the Generate Project Parts for Cost/Service Items check box. Generation Method Select the order generation method used to generate an item structure for sales orders. Engineer-to-Order: ERP LN creates a customized item for the item you entered on the sales order line, as well as a customized BOM and a customized routing. As a result, if a child in a BOM has the Order Policy set to To Order, a customized item is created for the child after which it is inserted in the parent's customized BOM. Standard-to-Order: ERP LN only creates a customized item for the To Order item on the sales order line. ERP LN does not create a customized BOM or a customized routing at any level in the product structure. Note Irrespective of the value of this field, ERP LN always generates the item structure for Anonymous generic items following the Engineer-to-Order generation method. As a result, ERP LN creates a configured standard item for the item on the sales order line with a customized BOM and a customized routing. Project Series The series for the Project Number Group, as displayed in the Project Control Parameters (tipcs0100m000) session. Initial Project Status The status of the project, which restricts the functionality that you can use for the project. Free: ERP LN creates the customized item, but cannot generate planned orders for the project in ERP LN Enterprise Planning. Simulated: Planning is allowed, but you cannot transfer the planned orders for the project to the execution level. This status is often used to determine the lead time for a project in the negotiation phase with the customer. Active: You can execute all activities for the project, such as planning, transfer, and execution of orders. |