<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/td/onlinemanual/000404" xml:lang="en">
   <Header>
      <Title>Rules for synchronization</Title>
      <Keyword type="header" order="d1e1327454">
         <Level1>synchronization</Level1>
      </Keyword>
      <Keyword type="header" order="d1e1327457">
         <Level1>sales order line</Level1>
      </Keyword>
      <Keyword type="header" order="d1e1327460">
         <Level1>delivery line</Level1>
      </Keyword>
   </Header>
   <AimSection>
      <Paragraph>A sales order line can have delivery lines linked to it.</Paragraph>
      <List>
         <ListIntro>A sales order delivery line can be:</ListIntro>
         <ListItem>A split sales order line.</ListItem>
         <ListItem>A back order line.</ListItem>
      </List>
      <Paragraph>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 <GUIRef href="/baanerp/td/sls" role="module">Sales Control</GUIRef> 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 <Link href="/baanerp/td/onlinemanual/000403" role="manual">Synchronization between sales order line and delivery lines</Link>
      </Paragraph>
   </AimSection>
   <GeneralSection>
      <SectionTitle>To update price and discount fields on the sales order
		line</SectionTitle>
      <Paragraph>You cannot change the price and discount fields in the <GUIRef href="/baanerp/td/sls/tdsls4101m000" role="session">Sales Order Lines (tdsls4101m000)</GUIRef> 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 <GUIRef href="/baanerp/td/sls/tdsls4122m000" role="session">Change Prices and Discounts after Delivery (tdsls4122m000)</GUIRef> session. However, an external
		order line cannot update the price after delivery.</Paragraph>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>To update the sales price unit on the sales order
		line</SectionTitle>
      <Paragraph>You can only change the sales price unit by using an external
		order line. You cannot change it manually in 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.</Paragraph>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>To update the ordered quantity on the sales order
		line</SectionTitle>
      <Paragraph>If you change the <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.qoor" role="manual">Ordered Quantity</GUIRef> in the <GUIRef href="/baanerp/td/sls/tdsls4101m000" role="session">Sales Order Lines (tdsls4101m000)</GUIRef> session, 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 <GUIRef href="/baanerp/td/sls/tdsls4101m100#tdsls401.qoor" role="manual" Update="No">Ordered Quantity</GUIRef> to carry out the order quantity change.
		If you change the <GUIRef href="/baanerp/td/sls/tdsls4101m100#tdsls401.qoor" role="manual" Update="No">Ordered Quantity</GUIRef> on a delivery line, LN preserves the delivery
		schedule and changes the <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.qoor" role="manual">Ordered Quantity</GUIRef> on the order line.</Paragraph>
      <Paragraph>If you change the ordered quantity on an external order line, LN does not inform the
		external order line on the removal of the linked delivery lines.</Paragraph>
      <Note>
         <SectionTitle>Note</SectionTitle>
         <List>
            <ListItem>You can create a new delivery schedule in the <GUIRef href="/baanerp/td/sls/tdsls4101m900" role="session">Sales Order Line - Deliveries (tdsls4101m900)</GUIRef> session.</ListItem>
            <ListItem>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.</ListItem>
         </List>
      </Note>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>To update the sales unit on the sales order
		line</SectionTitle>
      <Paragraph>You can update the sales unit of an order line if <GUIRef href="/baanerp/wh" role="package">Warehousing</GUIRef> did not
		yet process a linked delivery line. However, if you update the sales unit of an
		order line, LN removes
		the not yet processed delivery lines. You must create new delivery lines for
		the changed sales unit, if required.</Paragraph>
      <Paragraph>If you change the sales unit on an external order line, LN does not inform the
		external order line on the removal of the linked delivery lines.</Paragraph>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>To update the planned delivery date on the sales order
		line</SectionTitle>
      <List>
         <ListIntro>In LN,
		  you can update the <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.ddta" role="manual">Planned Delivery Date</GUIRef> in the <GUIRef href="/baanerp/td/sls/tdsls4101m000" role="session">Sales Order Lines (tdsls4101m000)</GUIRef> session if no delivery lines are linked to it.
		  Otherwise, the <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.ddta" role="manual">Planned Delivery Date</GUIRef> is disabled. You can,
		  however:</ListIntro>
         <ListItem>Change the <GUIRef href="/baanerp/td/sls/tdsls4101m100#tdsls401.ddta" role="manual" Update="No">Planned Delivery Date</GUIRef> for the linked delivery lines in the <GUIRef href="/baanerp/td/sls/tdsls4101m100" role="session">Sales Order Delivery Lines (tdsls4101m100)</GUIRef> session. A delivery line’s latest planned delivery
		  date is synchronized with the planned delivery date of the sales order line.</ListItem>
         <ListItem>Change the <GUIRef href="/baanerp/td/sls/tdsls4100m900#tdsls400.ddat" role="manual">Planned Delivery Date</GUIRef> for the sales order header in
		  the <GUIRef href="/baanerp/td/sls/tdsls4100m900" role="session">Sales Order - Lines (tdsls4100m900)</GUIRef> session. As a result, LN updates the planned
		  delivery date of all linked sales order lines. However, when 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.</ListItem>
      </List>
      <Paragraph>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. LN does not inform the external order line on
		the removal of the delivery lines.</Paragraph>
      <Paragraph>To check in the first place whether the planned delivery date on
		the sales order line can be changed, LN verifies whether the <GUIRef href="/baanerp/cp/rpd/cprpd0100m000#cprpd000.atpq" role="manual">CTP Check for Sales (for EP and OPS)</GUIRef> check box is selected in the <GUIRef href="/baanerp/cp/rpd/cprpd0100m000" role="session">EP Parameters (cprpd0100m000)</GUIRef> session. If this check box is selected, 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, LN then determines if delivery lines exist.</Paragraph>
      <Note>
         <SectionTitle>Note</SectionTitle>
         <List>
            <ListItem>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 <GUIRef href="/baanerp/td/sls/tdsls4101m100#tdsls401.dldt" role="manual">Delivery Date</GUIRef> must be empty in the <GUIRef href="/baanerp/td/sls/tdsls4101m100" role="session">Sales Order Delivery Lines (tdsls4101m100)</GUIRef> session.</ListItem>
            <ListItem>If the new planned delivery date falls after the planned
			 receipt date, LN equals
			 the planned receipt date with the planned delivery date. LN does not recalculate
			 the planned receipt date following the defined lead times. You can recalculate
			 the planned receipt date in the <GUIRef href="/baanerp/td/sls/tdsls4101m000" role="session">Sales Order Lines (tdsls4101m000)</GUIRef> or <GUIRef href="/baanerp/td/sls/tdsls4101m100" role="session">Sales Order Delivery Lines (tdsls4101m100)</GUIRef> session.</ListItem>
            <ListItem>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.</ListItem>
         </List>
      </Note>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>To update the planned receipt date on the sales order
		line</SectionTitle>
      <Paragraph>In LN, you
		can update the <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.prdt" role="manual">Planned Receipt Date</GUIRef> in the <GUIRef href="/baanerp/td/sls/tdsls4101m000" role="session">Sales Order Lines (tdsls4101m000)</GUIRef> session if no delivery lines are linked to it.
		Otherwise, the <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.prdt" role="manual">Planned Receipt Date</GUIRef> is disabled.</Paragraph>
      <Paragraph>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.</Paragraph>
      <Note>
         <SectionTitle>Note</SectionTitle>
         <List>
            <ListItem>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 <GUIRef href="/baanerp/td/sls/tdsls4101m100#tdsls401.dldt" role="manual">Delivery Date</GUIRef> must be empty in the <GUIRef href="/baanerp/td/sls/tdsls4101m100" role="session">Sales Order Delivery Lines (tdsls4101m100)</GUIRef> session.</ListItem>
            <ListItem>If the new planned receipt date falls after the planned
			 delivery date, LN equals
			 the planned delivery date with the planned receipt date. LN does not recalculate
			 the planned delivery date following the defined lead times. You can recalculate
			 the planned delivery date in the <GUIRef href="/baanerp/td/sls/tdsls4101m000" role="session">Sales Order Lines (tdsls4101m000)</GUIRef> or <GUIRef href="/baanerp/td/sls/tdsls4101m100" role="session">Sales Order Delivery Lines (tdsls4101m100)</GUIRef> session. However, if changing the planned receipt date
			 leads to changing the planned delivery date, 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.</ListItem>
            <ListItem>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.</ListItem>
            <ListItem>A delivery line’s latest planned receipt date is synchronized
			 with the planned receipt date of the sales order line.</ListItem>
         </List>
      </Note>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>To synchronize price fields</SectionTitle>
      <List>
         <ListIntro>The most important fields for price synchronization
		  are:</ListIntro>
         <ListItem>
            <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.pric" role="manual">Price</GUIRef>.</ListItem>
         <ListItem>
            <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.ldam" role="manual">Discount Amount</GUIRef>.</ListItem>
         <ListItem>
            <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.disc" role="manual">Line Discount</GUIRef>.</ListItem>
      </List>
      <List>
         <ListIntro>When these fields are synchronized, also the following price
		  and discount related fields are synchronized:</ListIntro>
         <ListItem>
            <GUIRef href="" role="manual">Discount Matrix Definition</GUIRef>.</ListItem>
         <ListItem>
            <GUIRef href="" role="manual">Discount Matrix Sequence</GUIRef>.</ListItem>
         <ListItem>
            <GUIRef href="" role="manual">Discount Method</GUIRef>.</ListItem>
         <ListItem>
            <GUIRef href="" role="manual">Discount</GUIRef>.</ListItem>
         <ListItem>
            <GUIRef href="" role="manual">Discount Matrix Type</GUIRef>.</ListItem>
         <ListItem>
            <GUIRef href="" role="manual">Determining</GUIRef>.</ListItem>
         <ListItem>
            <GUIRef href="" role="manual">Eligible</GUIRef>.</ListItem>
      </List>
      <List>
         <ListIntro>When the order line is created, the price is determined based
		  upon:</ListIntro>
         <ListItem>The <GUIRef href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.spdt" role="manual">Sales Price Date Type</GUIRef> parameter in the <GUIRef href="/baanerp/td/pcg/tdpcg0100m000" role="session">Pricing Parameters (tdpcg0100m000)</GUIRef> session. This field determines whether the order date,
		  system date, or delivery date must be used to calculate the price.</ListItem>
         <ListItem>The ordered quantity.</ListItem>
         <ListItem>The sales unit.</ListItem>
      </List>
      <Paragraph>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 <GUIRef href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.spdt" role="manual">Sales Price Date Type</GUIRef> parameter is set to <GUIRef href="/baanerp/td/domains/pur.pric#delivery.date" role="option">Delivery Date</GUIRef>), or you change the ordered quantity on a delivery line, LN synchronizes the new
		values with the order line. When you close the <GUIRef href="/baanerp/td/sls/tdsls4101m100" role="session">Sales Order Delivery Lines (tdsls4101m100)</GUIRef> session, LN asks you whether you want to recalculate the
		prices. The prices are then recalculated following the synchronized fields on
		the sales order line.</Paragraph>
      <Paragraph/>
      <Paragraph>
         <Emphasis>To determine the price based upon a fixed
		amount</Emphasis>:</Paragraph>
      <Paragraph>When the external order line did not set the price or you did
		not enter a price in the <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.pric" role="manual">Price</GUIRef> field of the <GUIRef href="/baanerp/td/sls/tdsls4101m000" role="session">Sales Order Lines (tdsls4101m000)</GUIRef> session, you must enter an amount in the <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls400.oamt" role="manual">Order Amount</GUIRef> field of the <GUIRef href="/baanerp/td/sls/tdsls4101m000" role="session">Sales Order Lines (tdsls4101m000)</GUIRef> session. This amount is fixed for the order. As a
		result, a price is calculated as a price per sales unit.</Paragraph>
      <Paragraph>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.</Paragraph>
      <Paragraph>LN synchronizes the price that is calculated from the fixed amount, with the
		delivery lines.</Paragraph>
      <Paragraph/>
      <Paragraph>
         <Emphasis>To update the price after
		delivery</Emphasis>
      </Paragraph>
      <Paragraph>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 <GUIRef href="/baanerp/td/sls/tdsls4122m000" role="session">Change Prices and Discounts after Delivery (tdsls4122m000)</GUIRef> session.</Paragraph>
      <List>
         <ListIntro>In the <GUIRef href="/baanerp/td/sls/tdsls4122m000" role="session">Change Prices and Discounts after Delivery (tdsls4122m000)</GUIRef> session, the <GUIRef href="/baanerp/td/sls/tdsls4122m000#updt.sls" role="manual">Apply for other sequences.</GUIRef> check box appears. The following applies to this
		  check box:</ListIntro>
         <ListItem>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.</ListItem>
         <ListItem>If the <GUIRef href="/baanerp/td/sls/tdsls4122m000#tdsls401.oltp" role="manual">Order Line Type</GUIRef> field is set to <GUIRef href="/baanerp/td/domains/sls.oltp#total" role="option">Order Line</GUIRef>, the check box is unavailable and selected.</ListItem>
         <ListItem>If this check box is selected, and you update the
		  prices/discounts of an <GUIRef href="/baanerp/td/domains/sls.oltp#detail" role="option">Order/Delivery Line</GUIRef>, the price and discount fields of the <GUIRef href="/baanerp/td/domains/sls.oltp#backorder" role="option">Back Order</GUIRef> lines that are linked to the <GUIRef href="/baanerp/td/domains/sls.oltp#detail" role="option">Order/Delivery Line</GUIRef> are also updated. However, if this check box is selected, and you
		  update the price/discounts of a <GUIRef href="/baanerp/td/domains/sls.oltp#backorder" role="option">Back Order</GUIRef> line, LN updates the <GUIRef href="/baanerp/td/domains/sls.oltp#backorder" role="option">Back Order</GUIRef> lines that are linked to this <GUIRef href="/baanerp/td/domains/sls.oltp#backorder" role="option">Back Order</GUIRef>, but does not update the (parent) delivery line.</ListItem>
      </List>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Promotions</SectionTitle>
      <Paragraph>Promotions can offer the customer a premium item or an
		additional discount.</Paragraph>
      <Paragraph/>
      <Paragraph>
         <Emphasis>Premium promotion</Emphasis>
      </Paragraph>
      <Paragraph>In case a <Link href="/baanerp/td/glossary/glossary#000318" role="glossary">premium</Link> item can be offered, LN always creates a new
		sales order line for the premium item.</Paragraph>
      <Paragraph/>
      <Paragraph>
         <Emphasis>Promotional discount</Emphasis>
      </Paragraph>
      <Paragraph>In case a promotional discount can be offered on a sales order
		line with delivery lines linked to it, LN increases the <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.tprd" role="manual">Total Promotion Discount</GUIRef> and decreases the <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.oamt" role="manual">Amount</GUIRef> in the <GUIRef href="/baanerp/td/sls/tdsls4101m000" role="session">Sales Order Lines (tdsls4101m000)</GUIRef> 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 <GUIRef href="/baanerp/td/sls/tdsls4101m100#tdsls401.qoor" role="manual" Update="No">Ordered Quantity</GUIRef> of the delivery line. The promotional
		discount that is assigned to a delivery line reflects in the amount of the <GUIRef href="/baanerp/td/sls/tdsls4101m100" role="session">Sales Order Delivery Lines (tdsls4101m100)</GUIRef> session.</Paragraph>
      <ProcedureList>
         <ListIntro>LN carries out the following calculation steps to calculate the
		  Amount:</ListIntro>
         <ListItem>LN determines the delivery line’s promotional discount. The discount is calculated
		  as follows: <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.tprd" role="manual">Total Promotion Discount</GUIRef> of the <GUIRef href="/baanerp/td/sls/tdsls4101m000" role="session">Sales Order Lines (tdsls4101m000)</GUIRef> session divided by the <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.oamt" role="manual">Amount</GUIRef> of the <GUIRef href="/baanerp/td/sls/tdsls4101m000" role="session">Sales Order Lines (tdsls4101m000)</GUIRef> session, times the <GUIRef href="/baanerp/td/sls/tdsls4101m100#tdsls401.qoor" role="manual" Update="No">Ordered Quantity</GUIRef> of the <GUIRef href="/baanerp/td/sls/tdsls4101m100" role="session">Sales Order Delivery Lines (tdsls4101m100)</GUIRef> session.</ListItem>
         <ListItem>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.</ListItem>
      </ProcedureList>
      <Note>
         <SectionTitle>Note</SectionTitle>
         <Paragraph>The sales order line holds the aggregated <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.tprd" role="manual">Total Promotion Discount</GUIRef> and <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.oamt" role="manual">Amount</GUIRef> 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 <GUIRef href="/baanerp/ci" role="package">Invoicing</GUIRef>, LN uses the invisible
		  amount of the delivery line again, because the sales order line cannot be
		  invoiced.</Paragraph>
      </Note>
      <Paragraph>If you create a sales order line by means of EDI, or an external
		order line, promotions are not applied automatically. In LN, a user must open the
		sales order line that is created by EDI or by an external application, and
		assign the promotion manually.</Paragraph>
   </GeneralSection>
   <RelatedTopics>
      <SectionTitle>Related topics</SectionTitle>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000403" role="manual">Synchronization between sales order line and delivery lines</Link>
      </RelTopic>
   </RelatedTopics>
</ManualTopic>