<?xml version="1.0" encoding="utf-8"?>
<Session ID="/baanerp/td/sls/tdsls1201m100" xml:lang="en">
   <Header>
      <Title>Generate (Budget) Structure for Sales Quotations (tdsls1201m100)</Title>
   </Header>
   <HelpTopic>
      <AimSection>
         <List>
            <ListIntro>Use this session to generate the following
			 structures for items on the sales quotation line with the <GUIRef href="/baanerp/tc/ibd/tcibd2100s000#tcibd200.opol" role="manual">Order Policy</GUIRef> field in the <GUIRef href="/baanerp/tc/ibd/tcibd2100s000" role="session">Item - Ordering (tcibd2100s000)</GUIRef> session set to <GUIRef href="/baanerp/tc/domains/opol#on.order" role="option">To Order</GUIRef> or <GUIRef href="/baanerp/tc/domains/opol#anonymous" role="option">Anonymous</GUIRef>:</ListIntro>
            <ListItem>A <Link href="/baanerp/ti/glossary/glossary#000082" role="glossary">budget</Link> structure.</ListItem>
            <ListItem>A <Link href="/baanerp/ti/glossary/glossary#000074" role="glossary">product structure</Link>.</ListItem>
         </List>
         <List>
            <ListIntro>Whether a budget stucture and/or a product structure is
			 generated for <GUIRef href="/baanerp/tc/domains/opol#on.order" role="option">To Order</GUIRef> or <GUIRef href="/baanerp/tc/domains/opol#anonymous" role="option">Anonymous</GUIRef> items, depends on the settings of the following
			 check boxes:</ListIntro>
            <ListItem>The <Link href="/baanerp/td/sls/tdsls1501m000#tdsls101.opol" role="formfield">Make Customized</Link> check box in the <GUIRef href="/baanerp/td/sls/tdsls1501m000" role="session">Sales Quotation Lines (tdsls1501m000)</GUIRef> session.</ListItem>
            <ListItem>The <GUIRef href="/baanerp/td/sls/tdsls1201m100#gen.cs.proj.parts" role="manual">Generate Budget Parts for Cost/Service Items</GUIRef> check
			 box in the current session.</ListItem>
            <ListItem>The <GUIRef href="/baanerp/td/sls/tdsls1201m100#include.all.order" role="manual">Generate Budget Parts for all orders</GUIRef> check box in the
			 current session.</ListItem>
         </List>
      </AimSection>
      <Note>
         <SectionTitle>Note</SectionTitle>
         <List>
            <ListItem>If the sales quotation is converted into a sales order, you
			 must copy the budget to a project if the order policy of the item is <GUIRef href="/baanerp/tc/domains/opol#on.order" role="option">To Order</GUIRef>.
			 If the order policy of a <Link href="/baanerp/ti/glossary/glossary#GeneriItem_ti" role="glossary">generic item</Link> is set to <GUIRef href="/baanerp/tc/domains/opol#anonymous" role="option">Anonymous</GUIRef>, the generic item is converted into a newly
			 configured <Link href="/baanerp/ti/glossary/glossary#StandaItem_ti" role="glossary">standard item</Link>,
			 instead of a <Link href="/baanerp/ti/glossary/glossary#CustomItem_ti" role="glossary">customized item</Link>. The
			 configuration of a generic item without a budget linked to it has the advantage
			 that you do not need to calculate budget costs.</ListItem>
            <ListItem>You can generate one budget structure for each sales
			 quotation or consolidate a range of sales quotations into a single budget
			 structure.</ListItem>
            <ListItem>If you choose to create one budget structure for each
			 quotation, you can use the sales quotation number as the budget number.</ListItem>
            <ListItem>If you generate the structure of a generic item without a
			 budget linked to it, the newly configured standard item has no budget code as a
			 distinctive feature. To make the item code distinctive, clear the <GUIRef href="/baanerp/ti/pcf/tipcf0100m000#tipcf000.idic" role="manual">Identifying Item Code</GUIRef> in the <GUIRef href="/baanerp/ti/pcf/tipcf0100m000" role="session">Product Configuration Parameters (tipcf0100m000)</GUIRef> session. As a result, 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 <GUIRef href="/baanerp/tc/domains/opol#on.order" role="option">To Order</GUIRef>.</ListItem>
         </List>
      </Note>
      <GeneralSection>
         <SectionTitle>To customize unit effective items</SectionTitle>
         <Paragraph>If you want to <Link href="/baanerp/ti/glossary/glossary#CustomItem_ti" role="glossary">customize</Link> a unit effective item by using the <GUIRef href="/baanerp/td/sls/tdsls1201m100" role="session">Generate (Budget) Structure for Sales Quotations (tdsls1201m100)</GUIRef> 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 budget. In
		  addition, all exceptions linked to BOM lines and operations are copied.</Paragraph>
         <Paragraph>If you make changes to an effectivity unit in a budget, for
		  example, by changing the effectivity unit on the linked sales quotation, you do
		  not need to regenerate the budget, because all data related to the unit
		  effective item is already present.</Paragraph>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <List>
               <ListItem>Unit effective routings are not copied to the budget.
				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 budget.</ListItem>
               <ListItem>This functionality does not apply to generic items.</ListItem>
            </List>
         </Note>
      </GeneralSection>
      <Important>
         <SectionTitle>Important!</SectionTitle>
         <Paragraph>This session only processes sales quotation lines with the <GUIRef href="/baanerp/td/domains/sls.lsta#free" role="option">Created</GUIRef> status.</Paragraph>
      </Important>
      <RelatedTopics>
         <SectionTitle>Related topics</SectionTitle>
         <RelTopic>
            <Link href="/baanerp/ti/onlinemanual/000345" role="manual">Lean PCS projects</Link>
         </RelTopic>
         <RelTopic>
            <Link href="/baanerp/ti/onlinemanual/100004" role="manual">How to define a product model</Link>
         </RelTopic>
         <RelTopic>
            <Link href="/baanerp/ti/onlinemanual/100008" role="manual">How to use a product model in a sales quotation</Link>
         </RelTopic>
         <RelTopic>
            <Link href="/baanerp/tc/onlinemanual/000356" role="manual">Unit effectivity in PCS</Link>
         </RelTopic>
      </RelatedTopics>
   </HelpTopic>
   <Fields>
      <FieldHelp ID="budg.by.slsq">
         <Header>
            <Title>Create One Budget per Quotation</Title>
         </Header>
         <FuncDesc>If this check box is selected, each sales quotation
		  creates a separate budget structure. All items in the various lines of the
		  sales quotation receive the same code when the budget is generated.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="budg.eq.slsq">
         <Header>
            <Title>Equate Budget with Quotation</Title>
         </Header>
         <FuncDesc>If this check box is selected, the budget uses the same
		  number as the sales quotation. If this check box is cleared, you
		  must define <GUIRef href="/baanerp/td/sls/tdsls1201m100#tcmcs050.dsca" role="field">Budget Series</GUIRef> to generate a budget code.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="check.stock">
         <Header>
            <Title>Check Standard Item Inventory</Title>
         </Header>
         <FuncDesc> 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.</FuncDesc>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <Paragraph>This check is only carried out for generic end items with
			 order policy <GUIRef href="/baanerp/tc/domains/opol#on.order" role="option">To Order</GUIRef>. For generic end items with order policy <GUIRef href="/baanerp/tc/domains/opol#anonymous" role="option">Anonymous</GUIRef>, no inventory check is performed and a new
			 customized item is always generated, irrespective of whether or not this check
			 box is selected.</Paragraph>
         </Note>
      </FieldHelp>
      <FieldHelp ID="cr.order.lines">
         <Header>
            <Title>Create Order Lines for Phantom</Title>
         </Header>
         <FuncDesc>If this check box is selected, sales quotation lines
		  for <Link href="/baanerp/ti/glossary/glossary#Phantom_ti" role="glossary">phantom</Link> items are replaced by sales quotation lines for
		  the components of that same phantom.</FuncDesc>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <List>
               <ListIntro>The components' sales quotation price is calculated based
				on the following:</ListIntro>
               <ListItem>The price, discount, and quantity for the generic item that
				is originally entered on the sales quotation line.</ListItem>
               <ListItem>The number of different components.</ListItem>
               <ListItem>The order quantity for each component.</ListItem>
            </List>
            <Paragraph>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.</Paragraph>
         </Note>
         <Caution>
            <SectionTitle>Caution!</SectionTitle>
            <Paragraph>After the sales price is calculated for the quotation lines
			 with the components, and you want to recalculate the price/discount for a
			 component in the <GUIRef href="/baanerp/td/pcg/tdpcg0240s000" role="session">Price and Discount Recalculation Parameters (tdpcg0240s000)</GUIRef> session,
			 take into account that the product variant price is assigned to the line and
			 that 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.</Paragraph>
         </Caution>
         <SimpleSection>
            <SectionTitle>Example</SectionTitle>
            <TABLE border="1" borderstyle="default" space-and-orientation="indented-estimated">
               <TBODY noTR="6">
                  <TR no="1" isLast="false">
                     <TH rowspan="1" colspan="1">Item</TH>
                     <TH rowspan="1" colspan="1">Price
					 (Euro)</TH>
                  </TR>
                  <TR no="2" isLast="false">
                     <TD rowspan="1" colspan="1">Product variant
					 GEN1</TD>
                     <TD rowspan="1" colspan="1">120</TD>
                  </TR>
                  <TR no="3" isLast="false">
                     <TD rowspan="1" colspan="1">Generic item
					 A</TD>
                     <TD rowspan="1" colspan="1">90</TD>
                  </TR>
                  <TR no="4" isLast="false">
                     <TD rowspan="1" colspan="1">Component 1</TD>
                     <TD rowspan="1" colspan="1">30</TD>
                  </TR>
                  <TR no="5" isLast="false">
                     <TD rowspan="1" colspan="1">Component
					 2</TD>
                     <TD rowspan="1" colspan="1">30</TD>
                  </TR>
                  <TR no="6" isLast="true">
                     <TD rowspan="1" colspan="1">Component 3</TD>
                     <TD rowspan="1" colspan="1">30</TD>
                  </TR>
               </TBODY>
            </TABLE>
            <ProcedureList>
               <ListItem>Generic item A and product variant GEN1 are entered on
				sales quotation 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 quotation line, the price arrvies at 90 Euro.</ListItem>
               <ListItem>The product variant is configured with the features
				(components) 1, 2, and 3.</ListItem>
               <ListItem>The <GUIRef href="/baanerp/td/sls/tdsls1201m100" role="session">Generate (Budget) Structure for Sales Quotations (tdsls1201m100)</GUIRef> session is run with the <GUIRef href="/baanerp/td/sls/tdsls1201m100#cr.order.lines" role="manual">Create Order Lines for Phantom</GUIRef> check box
				selected.</ListItem>
               <ListItem>On sales quotation line 10, LN automatically replaces
				Generic item A with component 1 and adds quotation lines 20 and 30 for the
				components 2, and 3. <List>
                     <ListIntro>If component 3 must be ordered twice, the prices on
					 the quotation lines are:</ListIntro>
                     <ListItem>Quotation line 10: 30 Euro</ListItem>
                     <ListItem>Quotation line 20: 30 Euro</ListItem>
                     <ListItem>Quotation line 30: 15 Euro</ListItem>
                  </List>
               </ListItem>
               <ListItem>If you decide to recalculate the price/discount for
				quotation line 20, LN comes up with the product variant price of 120 Euro. <List>
                     <ListIntro>As a result, you must perform the
					 following:</ListIntro>
                     <ListItem>Change the price for quotation line 10 from 30 to 40
					 Euro.</ListItem>
                     <ListItem>Change the price for quotation line 10 from 120 to 40
					 Euro.</ListItem>
                     <ListItem>Change the price for quotation line 10 from 15 to 20
					 Euro.</ListItem>
                  </List>
               </ListItem>
            </ProcedureList>
         </SimpleSection>
         <RelatedTopics>
            <SectionTitle>Related topics</SectionTitle>
            <RelTopic>
               <Link href="/baanerp/ti/onlinemanual/000038" role="manual">Defining phantoms</Link>
            </RelTopic>
         </RelatedTopics>
      </FieldHelp>
      <FieldHelp ID="gen.cs.proj.parts">
         <Header>
            <Title>Generate Budget Parts for Cost/Service Items</Title>
         </Header>
         <FuncDesc>Together with the <GUIRef href="/baanerp/td/sls/tdsls1201m100#include.all.order" role="manual">Generate Budget Parts for all orders</GUIRef> check box, this
		  check box determines whether <Link href="/baanerp/ti/glossary/glossary#000015" role="glossary" Update="No">anonymous</Link> purchased, manufactured, cost or
		  service items can be linked to a budget as a budget part.</FuncDesc>
         <SimpleSection>
            <SectionTitle>Setting 1</SectionTitle>
            <Paragraph>The <GUIRef href="/baanerp/td/sls/tdsls1201m100#gen.cs.proj.parts" role="manual">Generate Budget Parts for Cost/Service Items</GUIRef> and <GUIRef href="/baanerp/td/sls/tdsls1201m100#include.all.order" role="manual">Generate Budget Parts for all orders</GUIRef> check boxes are
			 both cleared.</Paragraph>
            <Paragraph>In this case, LN only takes into account the sales quotations
			 that contain at least one sales quotation line with the <GUIRef href="/baanerp/td/sls/tdsls1501m000#tdsls101.opol" role="manual">Make Customized</GUIRef> check box selected for the item.</Paragraph>
            <List>
               <ListIntro>For these quotations:</ListIntro>
               <ListItem>The anonymous cost and service items are not linked as
				budget parts.</ListItem>
               <ListItem>The anonymous purchased and manufacured items are linked as
				budget parts.</ListItem>
            </List>
         </SimpleSection>
         <SimpleSection>
            <SectionTitle>Setting 2</SectionTitle>
            <Paragraph>The <GUIRef href="/baanerp/td/sls/tdsls1201m100#gen.cs.proj.parts" role="manual">Generate Budget Parts for Cost/Service Items</GUIRef> is
			 selected, but the <GUIRef href="/baanerp/td/sls/tdsls1201m100#include.all.order" role="manual">Generate Budget Parts for all orders</GUIRef> check box is
			 cleared.</Paragraph>
            <Paragraph>In this case, LN only takes into account the sales quotations
			 that contain at least one sales quotation line with the <GUIRef href="/baanerp/td/sls/tdsls1501m000#tdsls101.opol" role="manual">Make Customized</GUIRef> check box selected for the item.</Paragraph>
            <List>
               <ListIntro>For these quotations:</ListIntro>
               <ListItem>The anonymous cost and service items are linked as budget
				parts.</ListItem>
               <ListItem>The anonymous purchased and manufacured items are linked as
				budget parts.</ListItem>
            </List>
         </SimpleSection>
         <SimpleSection>
            <SectionTitle>Setting 3</SectionTitle>
            <Paragraph>The <GUIRef href="/baanerp/td/sls/tdsls1201m100#gen.cs.proj.parts" role="manual">Generate Budget Parts for Cost/Service Items</GUIRef> is
			 cleared, but the <GUIRef href="/baanerp/td/sls/tdsls1201m100#include.all.order" role="manual">Generate Budget Parts for all orders</GUIRef> check box is
			 selected.</Paragraph>
            <Paragraph>In this case, LN takes into account all sales quotations and
			 not only the ones with the <GUIRef href="/baanerp/td/sls/tdsls1501m000#tdsls101.opol" role="manual">Make Customized</GUIRef> check box selected for one of the
			 lines.</Paragraph>
            <List>
               <ListIntro>For these quotations:</ListIntro>
               <ListItem>The anonymous cost and service items are not linked as
				budget parts.</ListItem>
               <ListItem>The anonymous purchased and manufacured items are linked as
				budget parts.</ListItem>
            </List>
         </SimpleSection>
         <SimpleSection>
            <SectionTitle>Setting 4</SectionTitle>
            <Paragraph>The <GUIRef href="/baanerp/td/sls/tdsls1201m100#gen.cs.proj.parts" role="manual">Generate Budget Parts for Cost/Service Items</GUIRef> and the <GUIRef href="/baanerp/td/sls/tdsls1201m100#include.all.order" role="manual">Generate Budget Parts for all orders</GUIRef> check boxes are
			 both selected.</Paragraph>
            <Paragraph>In this case, LN takes into all sales quotations and not only
			 the ones with the <GUIRef href="/baanerp/td/sls/tdsls1501m000#tdsls101.opol" role="manual">Make Customized</GUIRef> check box selected for one of the
			 lines.</Paragraph>
            <List>
               <ListIntro>For these quotations:</ListIntro>
               <ListItem>The anonymous cost and service items are linked as budget
				parts.</ListItem>
               <ListItem>The anonymous purchased and manufacured items are linked as
				budget parts.</ListItem>
            </List>
         </SimpleSection>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <List>
               <ListItem>To prevent you from processing the same quotations and
				linking the same items as budget parts, in this session, LN does not take into
				account the sales quotation lines for which the <GUIRef href="/baanerp/td/sls/tdsls1501m000#tdsls101.opol" role="manual">Make Customized</GUIRef> check box is cleared, but the <GUIRef href="/baanerp/td/sls/tdsls1501m000#tdsls101.cbdg" role="manual">Budget</GUIRef> is filled in the <GUIRef href="/baanerp/td/sls/tdsls1501m000" role="session">Sales Quotation Lines (tdsls1501m000)</GUIRef> session.</ListItem>
               <ListItem>You can view and maintain budget parts in the <GUIRef href="/baanerp/ti/pcs/tipcs2111m000" role="session">Project Parts (tipcs2111m000)</GUIRef> session.</ListItem>
            </List>
         </Note>
      </FieldHelp>
      <FieldHelp ID="include.all.order">
         <Header>
            <Title>Generate Budget Parts for all orders</Title>
         </Header>
         <FuncDesc>Together with the <GUIRef href="/baanerp/td/sls/tdsls1201m100#gen.cs.proj.parts" role="manual">Generate Budget Parts for Cost/Service Items</GUIRef> check
		  box, this check box determines whether <Link href="/baanerp/ti/glossary/glossary#000015" role="glossary" Update="No">anonymous</Link> purchased, manufactured, cost or
		  service items can be linked to a budget as budget parts.</FuncDesc>
         <Important>
            <SectionTitle>Important!</SectionTitle>
            <Paragraph>If you add, for example, a new sales quotation line to an
			 existing quotation for which a budget structure is already generated, you can
			 select this check box to indicate that the new item must also be linked to the
			 budget as a budget part. In addition, if the <GUIRef href="/baanerp/td/sls/tdsls1201m100#budg.by.slsq" role="manual">Create One Budget per Quotation</GUIRef> check box is selected
			 in this session, the sales quotation's budget is used. If the <GUIRef href="/baanerp/td/sls/tdsls1201m100#budg.by.slsq" role="manual">Create One Budget per Quotation</GUIRef> check box is cleared,
			 the budget part is linked to a new budget.</Paragraph>
         </Important>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <List>
               <ListItem>To prevent you from processing the same quotations and
				linking the same items as budget parts, in this session, LN does not take into
				account the sales quotation lines for which the <GUIRef href="/baanerp/td/sls/tdsls1501m000#tdsls101.opol" role="manual">Make Customized</GUIRef> check box is cleared, but the <GUIRef href="/baanerp/td/sls/tdsls1501m000#tdsls101.cbdg" role="manual">Budget</GUIRef> is filled in the <GUIRef href="/baanerp/td/sls/tdsls1501m000" role="session">Sales Quotation Lines (tdsls1501m000)</GUIRef> session.</ListItem>
               <ListItem>You can view and maintain budget parts in the <GUIRef href="/baanerp/ti/pcs/tipcs2111m000" role="session">Project Parts (tipcs2111m000)</GUIRef> session.</ListItem>
            </List>
         </Note>
         <SimpleSection>
            <Paragraph>For an explanation of the settings, refer to the online help
			 of the <GUIRef href="/baanerp/td/sls/tdsls1201m100#gen.cs.proj.parts" role="manual">Generate Budget Parts for Cost/Service Items</GUIRef> check
			 box.</Paragraph>
         </SimpleSection>
      </FieldHelp>
      <FieldHelp ID="meth">
         <Header>
            <Title>Generation Method</Title>
         </Header>
         <FuncDesc>Select the generation method used to generate an item structure
		  for sales quotations.</FuncDesc>
         <SimpleSection>
            <List>
               <ListItem>
                  <GUIRef href="/baanerp/tc/domains/cpge#eto" role="option">Engineer-to-Order</GUIRef>: LN creates a customized
				item for the item you entered on the sales quotation line, as well as a
				customized BOM and a customized routing. As a result, if a child in a BOM has
				the <GUIRef href="/baanerp/tc/ibd/tcibd2100s000#tcibd200.opol" role="field">Order Policy</GUIRef> set to <GUIRef href="/baanerp/tc/domains/opol#on.order" role="option">To Order</GUIRef>,
				a customized item is created for the child after which it is inserted in the
				parent's customized BOM.</ListItem>
               <ListItem>
                  <GUIRef href="/baanerp/tc/domains/cpge#sto" role="option">Standard-to-Order</GUIRef>: LN only creates a
				customized item for the <GUIRef href="/baanerp/tc/domains/opol#on.order" role="option">To Order</GUIRef> item on the sales quotation line. LN does not create a customized BOM or a
				customized routing at any level in the product structure.</ListItem>
            </List>
         </SimpleSection>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <Paragraph>Irrespective of the value of this field, LN always generates the
			 item structure for <GUIRef href="/baanerp/tc/domains/opol#anonymous" role="option">Anonymous</GUIRef> generic items following the <GUIRef href="/baanerp/tc/domains/cpge#eto" role="option">Engineer-to-Order</GUIRef> generation method. As a result, LN creates a configured
			 standard item for the item on the sales quotation line with a customized BOM
			 and a customized routing.</Paragraph>
         </Note>
      </FieldHelp>
      <FieldHelp ID="budget.serie">
         <Header>
            <Title>Budget Series</Title>
         </Header>
         <FuncDesc>The series for the <GUIRef href="/baanerp/ti/pcs/tipcs0100m000#tipcs000.ngpr" role="manual">Project Number Group</GUIRef>, as displayed in the <GUIRef href="/baanerp/ti/pcs/tipcs0100m000" role="session">Project Control Parameters (tipcs0100m000)</GUIRef> session.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="calc.group">
         <Header>
            <Title>Calculation Group</Title>
         </Header>
         <FuncDesc>Select a calculation group to distinguish between quotation
		  line alternatives that use the same budget code. When a quotation line is
		  converted into a sales order line, only for the calculation group that contains
		  the selected alternative, the budget is transformed into a real project.</FuncDesc>
      </FieldHelp>
   </Fields>
   <FormCommands>
      <CommandHelp ID="exec.cont.process">
         <Header>
            <Title>Generate</Title>
         </Header>
         <FuncDesc>Choose <GUIRef href="/baanerp/td/sls/tdsls1201m100#exec.cont.process" role="command">Generate</GUIRef> to
		  generate a budget structure or a product structure for the item on the sales
		  quotation line.</FuncDesc>
      </CommandHelp>
   </FormCommands>
</Session>