<?xml version="1.0" encoding="utf-8"?>
<Session ID="/baanerp/td/isa/tdisa0102s000" xml:lang="en">
   <Header>
      <Title>Item - Sales Defaults (tdisa0102s000)</Title>
   </Header>
   <HelpTopic>
      <AimSection>
         <Paragraph>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 <GUIRef href="/baanerp/td/isa/tdisa0501m000" role="session">Items - Sales (tdisa0501m000)</GUIRef> session.</Paragraph>
      </AimSection>
      <GeneralSection>
         <Paragraph>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 <Link href="/baanerp/td/isa/tdisa0202m000" role="session">Global Update of Item with Defaults (tdisa0202m000)</Link> session starts automatically.</Paragraph>
         <List>
            <ListIntro>In this session, you can:</ListIntro>
            <ListItem>View and maintain quantity conditions.</ListItem>
            <ListItem>Subdivide items into various monetary groups to classify
			 items with common characteristics, for example, items that belong to the same <GUIRef href="/baanerp/td/isa/tdisa0102s000#tdisa002.cpgs" role="manual">Sales Price Group</GUIRef>.</ListItem>
         </List>
      </GeneralSection>
      <RelatedTopics>
         <SectionTitle>Related topics</SectionTitle>
         <RelTopic>
            <Link href="/baanerp/tc/onlinemanual/000329" role="manual">Item data</Link>
         </RelTopic>
      </RelatedTopics>
   </HelpTopic>
   <Fields>
      <FieldHelp ID="tdisa002.kitm">
         <Header>
            <Title>Item Type</Title>
         </Header>
         <FuncDesc>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.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdisa002.citg">
         <Header>
            <Title>Item Group</Title>
         </Header>
         <FuncDesc>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.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdisa002.cuqs">
         <Header>
            <Title>Sales Unit</Title>
         </Header>
         <FuncDesc>The unit in which an item is sold.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdisa002.qimc">
         <Header>
            <Title>Minimum Quantity to Commit</Title>
         </Header>
         <FuncDesc>The minimum quantity that must be delivered in case of a
		  partial <Link href="/baanerp/ti/glossary/glossary#Allocation_ti" role="glossary">allocation</Link>.</FuncDesc>
         <SimpleSection>
            <Paragraph>If the value of this field is higher than zero, partial
			 allocation lower than that value is not possible.</Paragraph>
         </SimpleSection>
      </FieldHelp>
      <FieldHelp ID="tdisa002.mnra">
         <Header>
            <Title>Minimum Rate for Commitment</Title>
         </Header>
         <FuncDesc>The minimum rate to be delivered in case of a partial <Link href="/baanerp/ti/glossary/glossary#Allocation_ti" role="glossary">allocation</Link>.</FuncDesc>
         <SimpleSection>
            <Paragraph>If the value of this field is higher than zero, partial
			 allocation lower than that value is not possible.</Paragraph>
         </SimpleSection>
      </FieldHelp>
      <FieldHelp ID="tdisa002.qimo">
         <Header>
            <Title>Minimum Order Quantity</Title>
         </Header>
         <FuncDesc> ERP Enterprise defaults the quantity entered in this field to the <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.qoor" role="manual">Ordered Quantity</GUIRef> field of the <GUIRef href="/baanerp/td/sls/tdsls4101m000" role="session">Sales Order Lines (tdsls4101m000)</GUIRef> session. If you use order quantities that are lower
		  than the value specified here, ERP Enterprise will display a warning message.</FuncDesc>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <List>
               <ListItem>The minimum order quantity is by default set to one.</ListItem>
               <ListItem>The minimum order quantity is expressed in the <Link href="/baanerp/wh/glossary/glossary#000337" role="glossary">inventory unit</Link>.</ListItem>
            </List>
         </Note>
      </FieldHelp>
      <FieldHelp ID="tdisa002.qidd">
         <Header>
            <Title>Direct Delivery from Quantity</Title>
         </Header>
         <FuncDesc>The order quantity for which a <Link href="/baanerp/td/glossary/glossary#DirectDelive_td" role="glossary">direct delivery</Link> is
		  preferred.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdisa002.acom">
         <Header>
            <Title>Commitment Policy</Title>
         </Header>
         <FuncDesc>Specify per item if and when you want to automatically commit
		  the ordered quantity.</FuncDesc>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <List>
               <ListItem>The batch commitment processes at sales and warehousing can
				overrule this parameter.</ListItem>
               <ListItem>You can change the commitment policy as long as no
				commitments are made for the item in the <GUIRef href="/baanerp/wh/inp/whinp2100m000" role="session">Inventory Commitments (whinp2100m000)</GUIRef> session.</ListItem>
            </List>
         </Note>
         <AllowedValues>
            <SectionTitle>Allowed values</SectionTitle>
            <Paragraph>
               <Link href="/baanerp/td/domains/acom" role="domain">Commitment Policy</Link>
            </Paragraph>
         </AllowedValues>
      </FieldHelp>
      <FieldHelp ID="tdisa002.cwar">
         <Header>
            <Title>Warehouse</Title>
         </Header>
         <FuncDesc>The code that is used to identify the default <Link href="/baanerp/tc/glossary/glossary#Warehouse_tc" role="glossary">warehouse</Link> in which the
		  sales item is stored.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdisa002.cphl">
         <Header>
            <Title>Component Handling</Title>
         </Header>
         <FuncDesc>Define how components are handled if the sales item is a <Link href="/baanerp/td/glossary/glossary#000392" role="glossary">component</Link>.</FuncDesc>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <Paragraph>This field can only be defined if the <Link href="/baanerp/td/sls/tdsls0100s400#tdsls000.ekhi.4" role="formfield">Extended Kit Handling Implemented</Link> check box is selected
			 in the <GUIRef href="/baanerp/td/sls/tdsls0100s400" role="session">Sales Order Parameters (tdsls0100s400)</GUIRef> session and the <GUIRef href="/baanerp/td/isa/tdisa0501m000#tcibd001.kitm" role="manual">Item Type</GUIRef> is <GUIRef href="/baanerp/tc/domains/kitm#purchase" role="option">Purchased</GUIRef>, <GUIRef href="/baanerp/tc/domains/kitm#manufacture" role="option">Manufactured</GUIRef>, or <GUIRef href="/baanerp/tc/domains/kitm#generic" role="option">Generic</GUIRef> (with the <Link href="/baanerp/tc/glossary/glossary#000471" role="glossary">default supply source</Link> set to <GUIRef href="/baanerp/tc/domains/srce#shopfloor" role="option">Shop Floor</GUIRef> in the <GUIRef href="/baanerp/tc/ibd/tcibd0101s000" role="session">Item - General (tcibd0101s000)</GUIRef> session).</Paragraph>
         </Note>
         <AllowedValues>
            <SectionTitle>Allowed values</SectionTitle>
            <Paragraph> 
               <Link href="/baanerp/td/domains/cphl" role="domain">Component Handling</Link>
            </Paragraph>
         </AllowedValues>
         <RelatedTopics>
            <SectionTitle>Related topics</SectionTitle>
            <RelTopic>
               <Link href="/baanerp/td/onlinemanual/000515" role="manual">Overview of kit handling in Sales</Link>
            </RelTopic>
         </RelatedTopics>
      </FieldHelp>
      <FieldHelp ID="tdisa002.scon">
         <Header>
            <Title>Shipping Constraint</Title>
         </Header>
         <FuncDesc>The conditions related to the shipment of goods for this sales
		  item.</FuncDesc>
         <AllowedValues>
            <SectionTitle>Allowed values</SectionTitle>
            <Paragraph> 
               <Link href="/baanerp/td/domains/scon" role="domain">Shipping Constraint</Link>
            </Paragraph>
         </AllowedValues>
         <RelatedTopics>
            <SectionTitle>Related topics</SectionTitle>
            <RelTopic>
               <Link href="/baanerp/td/onlinemanual/000515" role="manual">Overview of kit handling in Sales</Link>
            </RelTopic>
         </RelatedTopics>
      </FieldHelp>
      <FieldHelp ID="txts.yn">
         <Header>
            <Title>Sales Text</Title>
         </Header>
         <FuncDesc>If this check box is selected, item sales text exists.</FuncDesc>
         <SimpleSection>
            <Paragraph>Click <GUIRef href="/baanerp/stcommands/stcommands#stp_text.manager" role="command">Text Editor</GUIRef> to
			 create, copy, select, or view the text.</Paragraph>
         </SimpleSection>
      </FieldHelp>
      <FieldHelp ID="tdisa002.retw">
         <Header>
            <Title>Release to Warehouse</Title>
         </Header>
         <FuncDesc>If this check box is selected, the issue of the item is
		  carried out in <GUIRef href="/baanerp/wh" role="package">Warehousing</GUIRef>.</FuncDesc>
         <SimpleSection>
            <Paragraph>If this check box is cleared, the issue of the item is
			 carried out in the <GUIRef href="/baanerp/td/sls" role="module">Sales Control</GUIRef> module.</Paragraph>
         </SimpleSection>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <List>
               <ListItem>If the sales item is a purchased item, a manufactured item,
				or a <Link href="/baanerp/tc/glossary/glossary#000061" role="glossary">list item</Link> of the type <Link href="/baanerp/td/glossary/glossary#000247" role="glossary">kit</Link>,
				this check box is unavailable and selected.</ListItem>
               <ListItem>If the sales item is a <Link href="/baanerp/tc/glossary/glossary#000059" role="glossary">cost item</Link>, a <Link href="/baanerp/td/glossary/glossary#000156" role="glossary">service item</Link>, or a <Link href="/baanerp/ti/glossary/glossary#GeneriItem_ti" role="glossary">generic item</Link>, this check box is available. So, you can
				decide per item whether it is released to <GUIRef href="/baanerp/wh" role="package">Warehousing</GUIRef>.</ListItem>
               <ListItem>If the sales item is a <GUIRef href="/baanerp/tc/domains/kitm#subcontracting" role="option">Subcontracted Service</GUIRef> item, an <GUIRef href="/baanerp/tc/domains/kitm#equipment" role="option">Equipment</GUIRef> item, or a list item of the type <Link href="/baanerp/td/glossary/glossary#000245" role="glossary">menu</Link> or <Link href="/baanerp/td/glossary/glossary#000248" role="glossary">option</Link>, this check box is always cleared and unavailable.</ListItem>
               <ListItem>This check box is used to determine whether the <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.cwar" role="manual">Warehouse</GUIRef> field of the <GUIRef href="/baanerp/td/sls/tdsls4101m000" role="session">Sales Order Lines (tdsls4101m000)</GUIRef> session can be left empty.</ListItem>
            </List>
         </Note>
      </FieldHelp>
      <FieldHelp ID="tdisa002.acci">
         <Header>
            <Title>Accessories Allowed</Title>
         </Header>
         <FuncDesc>If this check box is selected, <Link href="/baanerp/td/glossary/glossary#Accessory_td" role="glossary">accessories</Link> are
		  defined for this item.</FuncDesc>
         <RelatedTopics>
            <SectionTitle>Related topics</SectionTitle>
            <RelTopic>
               <Link href="/baanerp/tc/onlinemanual/000331" role="manual">List items</Link>
            </RelTopic>
         </RelatedTopics>
      </FieldHelp>
      <FieldHelp ID="tdisa002.rcom">
         <Header>
            <Title>Return Components</Title>
         </Header>
         <FuncDesc>If this check box is selected, <Link href="/baanerp/td/glossary/glossary#000392" role="glossary" Update="No">components</Link> of a <Link href="/baanerp/td/glossary/glossary#000247" role="glossary">kit</Link> can be returned separately.</FuncDesc>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <Paragraph>This check box is only used if the order is a <Link href="/baanerp/td/glossary/glossary#ReturnOrder_td" role="glossary">return order</Link>.</Paragraph>
         </Note>
      </FieldHelp>
      <FieldHelp ID="tdisa002.cups">
         <Header>
            <Title>Sales Price Unit</Title>
         </Header>
         <FuncDesc>The unit on which the <Link href="/baanerp/td/glossary/glossary#SalesPrice_td" role="glossary">sales price</Link> is based.</FuncDesc>
         <SimpleSection>
            <Paragraph>If you enter an item, ERP Enterprise fills in the default
			 sales unit for this particular item. This unit can be equal to the <Link href="/baanerp/wh/glossary/glossary#000337" role="glossary">inventory unit</Link>.</Paragraph>
            <Paragraph>If the sales unit is not equal to the inventory unit, you
			 can record the sales unit in the <GUIRef href="/baanerp/tc/mcs/tcmcs0112m000" role="session">Units by Unit Set (tcmcs0112m000)</GUIRef> session.</Paragraph>
         </SimpleSection>
      </FieldHelp>
      <FieldHelp ID="tdisa002.cpgs">
         <Header>
            <Title>Sales Price Group</Title>
         </Header>
         <FuncDesc>The sales price group is a group of items with corresponding
		  price and <Link href="/baanerp/td/glossary/glossary#Discount_td" role="glossary">discount</Link> agreements.</FuncDesc>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <List>
               <ListItem>If you enter an item, ERP Enterprise fills in the sales
				price group for that particular item.</ListItem>
               <ListItem>You can define price groups in the <GUIRef href="/baanerp/tc/mcs/tcmcs0124m000" role="session">Price Groups (tcmcs0124m000)</GUIRef> session.</ListItem>
            </List>
         </Note>
      </FieldHelp>
      <FieldHelp ID="tdisa002.csgs">
         <Header>
            <Title>Sales Statistics Group</Title>
         </Header>
         <FuncDesc>Classify the item in a <Link href="/baanerp/tc/glossary/glossary#StatisGroups_tc" role="glossary">statistics group</Link> to make statistical reports.</FuncDesc>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <Paragraph>You can define statistics groups in the <GUIRef href="/baanerp/tc/mcs/tcmcs0144m000" role="session">Statistical Groups (tcmcs0144m000)</GUIRef> session.</Paragraph>
         </Note>
      </FieldHelp>
      <FieldHelp ID="tdisa002.umsp">
         <Header>
            <Title>Upper Margin</Title>
         </Header>
         <FuncDesc>The upper margin is the percentage that the actual sales price
		is allowed to exceed the target price.</FuncDesc>
         <RelatedTopics>
            <SectionTitle>Related topics</SectionTitle>
            <RelTopic>
               <Link href="/baanerp/td/onlinemanual/000061" role="manual">Overview of margin control</Link>
            </RelTopic>
         </RelatedTopics>
      </FieldHelp>
      <FieldHelp ID="tdisa002.lmsp">
         <Header>
            <Title>Lower Margin</Title>
         </Header>
         <FuncDesc>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.</FuncDesc>
         <RelatedTopics>
            <SectionTitle>Related topics</SectionTitle>
            <RelTopic>
               <Link href="/baanerp/td/onlinemanual/000061" role="manual">Overview of margin control</Link>
            </RelTopic>
         </RelatedTopics>
      </FieldHelp>
      <FieldHelp ID="tdisa002.cmgp">
         <Header>
            <Title>Commission Group</Title>
         </Header>
         <FuncDesc>Select the <Link href="/baanerp/td/glossary/glossary#CommisGroup_td" role="glossary">commission group</Link> by
		  zooming to the <GUIRef href="/baanerp/td/cms/tdcms0118m000" role="session">Commission/Rebate Groups (tdcms0118m000)</GUIRef> session.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdisa002.rbgp">
         <Header>
            <Title>Rebate Group</Title>
         </Header>
         <FuncDesc>Select the <Link href="/baanerp/td/glossary/glossary#CommisGroup_td" role="glossary">rebate group</Link> by
		  zooming to the <GUIRef href="/baanerp/td/cms/tdcms0118m000" role="session">Commission/Rebate Groups (tdcms0118m000)</GUIRef> session.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdisa002.cvat">
         <Header>
            <Title>Tax Code</Title>
         </Header>
         <FuncDesc>Select the <Link href="/baanerp/ec/glossary/glossary#000036" role="glossary">tax code</Link> by zooming to the <GUIRef href="/baanerp/tc/mcs/tcmcs0137m000" role="session">Tax Codes (tcmcs0137m000)</GUIRef> session.</FuncDesc>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <List>
               <ListIntro>The default tax code appears if an item is entered in:</ListIntro>
               <ListItem>A sales quotation.</ListItem>
               <ListItem>A sales contract.</ListItem>
               <ListItem>A sales order.</ListItem>
            </List>
         </Note>
      </FieldHelp>
      <FieldHelp ID="tdisa002.alod">
         <Header>
            <Title>Allow Overdeliveries</Title>
         </Header>
         <FuncDesc>If this check box is selected, <GUIRef href="/baanerp/wh" role="package">Warehousing</GUIRef> is
		  allowed to ship an <Link href="/baanerp/td/glossary/glossary#000375" role="glossary">over delivery</Link> for the item.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdisa002.tltp">
         <Header>
            <Title>Tolerance Type</Title>
         </Header>
         <FuncDesc>This field indicates if the tolerance for the <Link href="/baanerp/td/glossary/glossary#000375" role="glossary">over delivery</Link> is expressed as a percentage or a quantity.</FuncDesc>
         <SimpleSection>
            <List>
               <ListIntro>You have the following options:</ListIntro>
               <ListItemHead>
                  <GUIRef href="/baanerp/tc/domains/isa.tltp#percentage" role="option">Percentage</GUIRef>
               </ListItemHead>
               <ListItem>The tolerance is represented as a percentage of the order
				quantity.</ListItem>
               <ListItemHead>
                  <GUIRef href="/baanerp/tc/domains/isa.tltp#quantity" role="option">Quantity</GUIRef>
               </ListItemHead>
               <ListItem>The tolerance is a fixed quantity.</ListItem>
               <ListItemHead>
                  <GUIRef href="/baanerp/tc/domains/isa.tltp#no" role="option">No</GUIRef>
               </ListItemHead>
               <ListItem>No tolerance type is applicable, because the <GUIRef href="/baanerp/td/isa/tdisa0102s000#tdisa002.alod" role="manual">Allow Overdeliveries</GUIRef> check box is cleared.</ListItem>
            </List>
         </SimpleSection>
      </FieldHelp>
      <FieldHelp ID="tdisa002.actn">
         <Header>
            <Title>Action</Title>
         </Header>
         <FuncDesc>The way in which ERP Enterprise must handle the <Link href="/baanerp/wh/glossary/glossary#000407" role="glossary">outbound order line</Link> if a <Link href="/baanerp/wh/glossary/glossary#000021" role="glossary">shipment</Link> does not meet the
		  quantity tolerances.</FuncDesc>
         <SimpleSection>
            <List>
               <ListIntro>You have the following options:</ListIntro>
               <ListItemHead>
                  <GUIRef href="/baanerp/tc/domains/hstp#warn" role="option">Warn</GUIRef>
               </ListItemHead>
               <ListItem>If the maximum tolerance is exceeded, ERP Enterprise gives a warning message
				to <GUIRef href="/baanerp/wh" role="package">Warehousing</GUIRef>.</ListItem>
               <ListItemHead>
                  <GUIRef href="/baanerp/tc/domains/hstp#block" role="option">Block</GUIRef>
               </ListItemHead>
               <ListItem>If the maximum tolerance is exceeded, ERP Enterprise blocks the shipment in <GUIRef href="/baanerp/wh" role="package">Warehousing</GUIRef>.</ListItem>
               <ListItemHead>
                  <GUIRef href="/baanerp/tc/domains/hstp#no" role="option">No</GUIRef>
               </ListItemHead>
               <ListItem> ERP Enterprise does not take any action.</ListItem>
            </List>
         </SimpleSection>
      </FieldHelp>
      <FieldHelp ID="tdisa002.mmtl">
         <Header>
            <Title>Maximum Tolerance</Title>
         </Header>
         <FuncDesc>
            <Link href="/baanerp/td/isa/tdisa0501m000#tdisa001.mmtl" role="formfield">Maximum Tolerance</Link>
         </FuncDesc>
      </FieldHelp>
   </Fields>
</Session>