| # Sales Contract Lines (tdsls3501m000) Use this session to view, enter, and maintain sales contract lines. You can start this session: From the Sales Contracts (tdsls3500m000) overview session, by clicking Lines on the appropriate menu. From the Sales Contract - Lines (tdsls3600m000) session, by selecting and double-clicking a sales contract line. Stand-alone. Note You can activate, de-activate or terminate an individual sales contract line. As a result, different sales contract lines of the same sales contract can have different statuses. If you click one of the status options in the Sales Contracts (tdsls3500m000) session, all sales contract lines change to the same status. If the contract line status is Active or Terminated, you cannot modify the contract line. If the contract line status is Active, a sales order or sales schedule can be linked to the contract. If the Price Revisions in Use check box is cleared, you must specify prices and discounts in the current session. If the Price Revisions in Use check box is selected, you must specify prices and discounts in the Sales Contract Price Revisions (tdsls3103m000) session, which are unavailable in the current session. Related topics Sales contracts - overview Scheduled requirements for a sales contract Introduction to GST Master data set-up Impact of GST on the Purchase Order process Impact of GST on the Sales Order process Contract The sales contract's number. Sold-to BP Usually a customer's purchase department, the business partner who orders goods or services from your organization, that owns the configurations you maintain, or for whom you perform a project. The agreement with the sold-to business partner can include the following: Default price and discount agreements Sales order defaults Delivery terms The related ship-to and invoice-to business partner Position The number used to identify the position of the order line on the sales or purchase order. Sales Office A department that is identified in the company business model to manage the business partner's sales relations. The sales office is used to identify the locations that are responsible for the organization's sales activities. Price Group You can define a sales contract for one or more items or price groups. If this field is filled, the price and discount on the contract line or the price revision apply to all items in this price group. You cannot enter agreements on a contract line that relate to both an item and a price group. For agreements by price group, the following conditions apply: You cannot define a delivery schedule. You must specify a quantity. The Price and Price Book fields cannot both be empty when the contract is activated. You must fill the Sales Price Unit field. You must fill the Item field and select the Apply Contract for All Items in Price Group check box. You must fill the contract for all items in the price group. You cannot enter multiple contract lines for the same price group in the same contract. For each price group, you can conclude only one normal contract with a business partner per period. Item In LN, the raw materials, subassemblies, finished products, and tools that can be purchased, stored, manufactured, sold, and so on. An item can also represent a set of items handled as one kit, or exist in multiple product variants. You can also define nonphysical items, which are not held in inventory but can be used to post costs or to invoice services to customers. The following are examples of nonphysical items: Cost items (for example, electricity) Service items Subcontracting services List items (menus/options) Note You can define items in the Item - General (tcibd0101s000) session. You cannot enter agreements on a contract line that relate to both an item and a price group. Agreed Quantity The quantity that must be delivered according to the contract agreements. The contract quantity must always be greater than zero. Note LN automatically starts the Item Dimensions (tdsls4811s000) session if the sales unit is of the following unit types: Length Area (m2) Volume In the Item Dimensions (tdsls4811s000) session, you can maintain the physical dimensions of the items to calculate the quantity. Sales Unit The unit in which an item is sold. Agreed Quantity The contract quantity, expressed in the inventory unit. Picture The item's picture, which is defaulted from the Picture field in the Item - General (tcibd0101s000) session. Price Revisions in Use If this check box is selected, prices and discounts are retrieved from the linked sales contract price revision in the Sales Contract Price Revisions (tdsls3103m000) session. If this check box is cleared, prices and discounts are retrieved from the Sales Contract Lines (tdsls3501m000) session. Note From the appropriate menu, click Sales Contract Price Revisions to specify price revisions for the contract line in the Sales Contract Price Revisions (tdsls3103m000) session. Price The contract price for the line item. If the price depends on either the quantity that is sold at one time, or the date of sale, you must record the price in a graded scale by using the Price Book Lines (tdpcg0131m000) session. Note You cannot define a price record for a generic item. To avoid mistakes, no default price is offered. If the item on the contract is an effectivity unit, upgrade prices are included in the price. You can define an upgrade price for a specific requirement in the Requirements (tcuef0106m000) session. You can view the upgrade prices for a specific effectivity unit in the Effectivity Unit (tcuef0102m000) session. If the Allow Zero Price check box is selected in the Sales Contract Parameters (tdsls0100s300) session, you can specify a price of zero (0) in this field. Related topics Price retrieval To set up unit effectivity Sales Price Unit The sales price unit. Related topics To use conversion factors Discount Percentage The single discount percentage of the item. This single discount percentage applies to the total amount. To enter more levels of discount percentages, you can zoom to the Line Discounts (tdpcg0200m200) session. The value entered in the Number of Discount Levels field of the Pricing Parameters (tdpcg0100m000) session, determines whether, in the Line Discounts (tdpcg0200m200) session, you can define a maximum of five levels of discount. Note You can only enter a discount percentage if the Discount Amount field and the Discount Schedule field are empty. Discount Amount The single discount amount of the item. This single discount amount applies to the total amount. To enter more levels of discount amounts, you can zoom to the Line Discounts (tdpcg0200m200) session. The value entered in the Number of Discount Levels field of the Pricing Parameters (tdpcg0100m000) session, determines whether, in the Line Discounts (tdpcg0200m200) session, you can define a maximum of five levels of discount. Note You can only enter a discount amount if the Discount Percentage field and the Discount Schedule field are empty. Multi Level Discount If this check box is selected, a multi-level discount is applied to the sales contract line. Related topics Multiple discount levels Contract Line Status The status of the sales contract line. A contract line can have the following statuses: Free When a new contract line is created, the contract line status is automatically set to Free. Only if the status is Free, you can make changes to the contract line. Active You can link a salese order/ schedule/ quotation to a contract line with the Active status. If the status is Active and the Maintaining Contracts Always Allowed check box is cleared in the Sales Contract Parameters (tdsls0100s300) session, you cannot de-activate the contract agreements. Terminated After a contract line is terminated, the contract line can no longer be used. You can assign a status to each contract line with the following commands: Activate De-activate Terminate Note For sales contracts with the Free or Active status in the Sales Contracts (tdsls3500m000) session, you can enter new contract lines. You can maintain the status at contract level in the Sales Contracts (tdsls3500m000) session. In this case, all contract lines of a contract obtain the same status. Item Code System An external, alternate way of coding items. Coding systems can be general standard systems (such as EAN) or systems that are dependent on a specific business partner. Note If you use an alternative item code, you must also specify an item code system in the Item Code Systems (tcibd0106m000) session. You cannot enter agreements on a contract line that relate to both an item and a price group. Customer Item The item code in the coding system. LN converts this item code to the item code used in your own company. This conversion allows you to, for instance, use the buy-from business partner's or sold-to business partner's item code during order entry. You can specify business partner item codes in the Item Code System - Items (tcibd0104m000) session. E-Item Revision The revision of the engineering item. Related topics Engineering items Effectivity Unit A reference number, for example a sales order line or a project deliverable line, that is used to model deviations for a unit effective item. Note If the Generate Effectivity Unit during Demand Entry check box is selected in the Unit Effectivity Parameters (tcuef0100s000) session, and the item on this sales contract line is unit effective, LN automatically inserts an effectivity unit. The generated unit is derived from the Default Series field of the Unit Effectivity Parameters (tcuef0100s000) session. If the Generate Effectivity Unit during Demand Entry check box is cleared in the Unit Effectivity Parameters (tcuef0100s000) session, and the item on this sales contract line is unit effective, the effectivity unit is by default 0 (zero). You can click the Requirements button to create an effectivity unit. You can then select requirements to model the unit effective item. Click Requirements to configure the effectivity unit in the Effectivity Unit (tcuef0102m000) session. You can configure an effectivity unit on the sales contract line to indicate that optional materials must be used. Related topics Unit effectivity as a lean configurator in Sales Business partner selection based on unit effectivity Warehouse The code of the warehouse where the items must be delivered. Apply Contract for All Items in Price Group If this check box is selected, the sales contract applies to all items of the price group that is displayed in the Price Group field. Note If you record contracts for a price group, the following applies: The Item and Description fields must be filled with one of the items that belong to the price group. You must fill in the Agreed Quantity field. You can leave the Sales Price Unit field empty. You are not allowed to record more than one contract line for the same price group in a single contract. You can only have one normal contract with a business partner for each price group, in a specific period. Contract Date The date on which the contract is entered in the system. Default value LN retrieves the default contract date from the Sales Contracts (tdsls3500m000) session. Note A contract can consist of several contract lines which have the same duration. However, the time at which the agreement is concluded with the customer can differ. Effective Date The first day on which a record or a setting is valid. The effective date often includes the effective time. Note A relationship with an order or schedule can only exist if the order date on the order line or the start date on the schedule line falls within the effective period of the contract. Expiry Date The last day on which a record is valid. If you do not specify an expiry time, the validity expires at the end of the expiry date, at 24:00 hours. Note A relationship with an order or schedule can only exist if the order date on the order line or the start date on the schedule line falls within the effective period of the contract. Action on Exceeding Expiry Date Select the action that is carried out when the contract line's expiry date is exceeded. Note If the Use Contracts for Schedules check box is selected in the Sales Contract Parameters (tdsls0100s300) session, when linking a contract line to a sales schedule, LN checks whether the generation date of the schedule header does not exceed the expiry date of the contract line. If schedule lines are added, this check is also executed. If the Use Contracts for Schedules check box is cleared, when linking a contract line to a sales schedule line, LN checks whether the schedule line's start date does not exceed the expiry date of the contract line. When linking a contract line to a sales order line, LN checks whether the order line's date, as determined by the Price Date Type field in the Pricing Parameters (tdpcg0100m000) session, does not exceed the expiry date of the contract line. Default value This field is defaulted from the Action on Exceeding Expiry Date field in the Sales Contract Parameters (tdsls0100s300) session. Allowed values Exceeding Contract Validity Expiry Date Tolerance The period, expressed in days, by which the expiry date can be exceeded before sales orders and schedules can no longer be linked to the contract line. If dates fall within this tolerance margin, you are notified about the expiration of the contract line. Note You can only fill this field if the Action on Exceeding Expiry Date is set to Skip Contract Standard Description If this check box is selected, both the item dependent text and the contract line text are printed on the contract acknowledgment. If this check box is cleared, only the contract line text is printed on the contract acknowledgment. Note You can link contract line specific information to a contract line by clicking the text button. If the Price Group field is filled, you cannot access the Standard Description field. Currency The currency in which the sales contract amounts are expressed. Price Book An entity in which you can store price information that is valid for a given period of time. A price book includes the following elements: A price book header, which contains the code, type, and use of the price book. One or more price book lines, which contain the items. A quantity or value break discount schedule can be linked to a price book. Note The Used for Contracts check box must be selected for the price book in the Price Books (tdpcg0111m000) session. Related topics Setting up a price book Retro-Billed Price Changes present If this check box is selected, a price change line exists that is not processed by the retrobilling process. Related topics Retrobilling Discount Schedule The discount schedule that is linked to the sales contract line. If you link (a) discount schedule(s) to a sales contract line, the following conditions are mandatory The discount schedule must be Used for Sales Contracts. The discount schedule line's effective date, as displayed in the Effective Date field of the Discount Schedules (tdpcg0121m000) session, must be the same as or fall before the Effective Date in the Sales Contract Lines (tdsls3501m000) session. The discount schedule's expiry date, as displayed in the Expiry Date field of the Discount Schedules (tdpcg0121m000) session, must be the same as or fall after the Expiry Date in the Sales Contract Lines (tdsls3501m000) session. To link more discount schedules to the contract, you can zoom to the Line Discount Schedules (tdpcg0521m100) session. Depending on the value entered in the Number of Discount Levels field of the Pricing Parameters (tdpcg0100m000) session, you can define a maximum of five discount schedules in the Line Discount Schedules (tdpcg0521m100) session. Note If you specified a value in the Discount Percentage or Discount Amount fields, you cannot enter a discount schedule. You can specify discount schedules in the Discount Schedule (tdpcg0612m000) session. Related topics Discount schedules on contracts Matrix structure Discount A way to indicate why a discount was granted. For example, you can grant a discount because the customer orders large quantities. If you grant a discount or if you add a surcharge to a sales invoice, you can enter a discount code to indicate the reason. Surcharges and discounts can be the result of the following: Standard discounts Surcharges Payable commissions Payable rebates Total Discount Percentage The discount percentage resulting from the contract line discount. The total discount amount is expressed as a percentage of the (gross) contract amount. The Total Discount Percentage is calculated as follows:
    Total Discount Amount / (agreed quantity * price) * 100%
Total Discount Amount The discount amount resulting from the order line discount. This amount is calculated as follows:
    Order Line Discount Amount = Quantity * Price * Order Line Discount/100
The calculation result is rounded. The order line discount amount is always expressed in the order/quotation currency. Note The order (contract) line discount used in this formula, is the total of the level of discounts entered in the Line Discounts (tdpcg0200m200) session. Total Amount The net contract line amount, which is calculated based on the agreed quantity. It is calculated as follows:
    Agreed Quantity * Price - Total Discount Amount
Determining If this check box is selected, the selected contract line is taken into account when the total contract value is calculated for applying total contract discount to contracts. Related topics Determining/eligible Eligible If this check box is selected, the calculated discount percentage is applied to the selected contract line. Related topics Determining/eligible Calculate Price with Cumulative If this check box is selected, LN retrieves the price and discounts from the price book and discount schedules, based on the total cumulative quantities of the linked sales orders and sales schedules. The sales price/discount that is retrieved from the sales contract price book/discount schedule, is based on the following calculation:
    Contract called quantity + Sales order/schedule line quantity (converted to the unit of
    the contract line's agreed quantity)
Note This functionality only applies if a price book/discount schedule is linked to the contract. Example The sales contract price book that is entered on the sales contract line is defined as follows:
Break (maximum) | Qty Unit | Price
--- | --- | ---
10 | pieces | 30
20 | pieces | 20
30 | pieces | 10
The following sales order lines are created:
Order line | Order quantity | Contract called quantity (before order line is saved) | Quantity for price determination | Price (from price book)
--- | --- | --- | --- | ---
1 | 5 | 0 | 5 | 30
2 | 10 | 5 | 5 + 10 | 20
3 | 10 | 15 | 15 + 10 | 10
Redetermine Price and Discounts at Shipment If this check box is selected, and a sales schedule is linked to this contract line, sales schedule line prices and/or discounts are recalculated during shipment. Therefore, the delivered amount of the shipped goods reflects the actual contract price information. When prices and discounts are redetermined, depends on the value of the sales schedule line's Payment field. Pay on Receipt Prices and discounts are recalculated when a shipment is made for a sales schedule planned warehouse order line. Price and discount redetermination is based on the delivered quantity, inventory unit, and actual delivery date. Pay on Use Prices and discounts are recalculated when a consumption is processed for a sales schedule planned warehouse order line. Price and discount redetermination is based on the consumed quantity, inventory unit, and consumption date. If this check box is cleared, and a sales schedule is linked to this contract line, the price and discounts cannot be redetermined after the sales schedule is approved and planned warehouse orders are created. Note You can only select this check box if the Use Contracts for Schedules check box is selected in the Sales Contract Parameters (tdsls0100s300) session. To view the recalculated price and discount for the shipped goods, on the appropriate menu of the Sales Schedule Actual Delivery Lines (tdsls3140m100) and Sales Schedule Invoice Lines (tdsls3140m200) sessions, click Price and Discounts..., which starts the Price and Discounts (tdpcg1600m000) session. Related topics Sales schedules and Warehousing Planned warehouse orders Inventory consumption handling Minimum Quantity The minimum contract quantity that you want to sell, expressed in the sales unit. The quantity sold to the business partner often differs from the contract quantity. As a result, you can record the minimum quantity to be sold in the contract. Use the Evaluate Sales Contracts (tdsls3420m000) session to calculate the difference between called quantities and the minimum contract quantity. Minimum Quantity The minimum contract quantity that you want to sell, expressed in the inventory unit. Maximum Quantity The maximum contract quantity that you want to sell, expressed in the sales unit. The quantity sold to the business partner often differs from the contract quantity. Therefore, you can record the maximum quantity to be sold in the contract. Use the Evaluate Sales Contracts (tdsls3420m000) session to calculate the difference between called quantities and the maximum contract quantity. Note If you exceed the maximum quantity, price determination takes place according to the selected value in the Action on Exceeding Maximum Quantity field of the Sales Contract Parameters (tdsls0100s300) session. Maximum Quantity The maximum contract quantity that you want to sell, expressed in the inventory unit. Action on Exceeding Maximum Quantity You can select the action that is carried out when the maximum contract quantity is exceeded. Note If the Use Contracts for Schedules check box is selected in the Sales Contract Parameters (tdsls0100s300) session, when linking a contract line to a sales schedule, LN checks whether the called quantity on the contract line does not exceed the maximum contract quantity. If schedule lines are added, this check is also executed. If the Use Contracts for Schedules check box is cleared, when linking a contract line to a sales schedule line, LN checks whether the schedule line's ordered quantity does not exceed the maximum quantity on the contract line. When linking a contract line to a sales order line, LN checks whether the called quantity on the contract line does not exceed the maximum contract quantity. Default value This field is defaulted from the Action on Exceeding Maximum Quantity field in the Sales Contract Parameters (tdsls0100s300) session. Maximum Quantity Tolerance The quantity, expressed in the sales unit, by which the maximum contract quantity can be exceeded before sales orders and schedules can no longer be linked to the contract line. If quantities fall within this tolerance margin, you are notified about the expiration of the contract line. Note You can only fill this field if the Action on Exceeding Maximum Quantity is set to Skip Contract. Maximum Quantity Tolerance The quantity, expressed in the invenory unit, with which the maximum contract quantity can be exceeded before sales orders and schedules can no longer be linked to the contract line. If a maximum quantity tolerance is applicable, you are notified about the expiration of the contract line. Note You can only fill this field if the Action on Exceeding Maximum Quantity is set to Skip Contract. Evaluation Use this field to idicate whether or not the contract must be (re)evaluated. Quantity Binding This field indicates whether the agreed contract quantity is binding. If this check box is selected, the Evaluate Sales Contracts (tdsls3420m000) session prints all differences between: The called quantity and the maximum contract quantity. The called quantity and the minimum contract quantity. If this check box is cleared, the Evaluate Sales Contracts (tdsls3420m000) session only prints the differences if the minimum contract quantity or the maximum contract quantity are exceeded. The upper and lower limits of this range are percentages of the agreed quantity. Called Quantity This field totals the called quantities of all the sales order/schedule lines that are linked to the contract line, expressed in the inventory unit. The called quantity is increased when an order/schedule is linked to a contract. Called Quantity This field totals the called quantities for all the sales order/schedule lines that are linked to the contract line, expressed in the sales unit. Inventory Unit The unit of measure in which the inventory of an item is recorded, such as piece, kilogram, box of 12, or meter. The inventory unit is also used as the base unit in measure conversions, especially for conversions that concern the order unit and the price unit on a purchase order or a sales order. These conversions always use the inventory unit as the base unit. An inventory unit therefore applies to all item types, also to item types that cannot be kept in stock. Invoiced Quantity The total number of invoiced items on sales orders/schedules related to a sales contract, expressed in the inventory unit. Based on the invoiced quantity, the effective date and the expiry date, you can calculate the possible end quantity on the expiry date by extrapolating data. If you run the Process Delivered Sales Orders (tdsls4223m000)/ Process Delivered Sales Schedules (tdsls3223m000) session, the invoiced quantity is raised for each contract-related order/schedule line. Note Order discounts are not accounted for. Only the net goods amounts are totalized. Invoiced Quantity The total number of invoiced items on sales orders/schedules related to a sales contract, expressed in the sales unit. Called Amount The total of the called amounts for all the sales order/schedule lines that are linked to the contract line. You can calculate the possible final amount on the expiry date by extrapolating data based on the called amount, the effective date and the expiry date. LN raises the called amount when a sales order/schedule line is linked to a contract line. LN updates this (cumulative) amount: During the input of sales order lines when a sales order is linked to a contract. During the approval of a schedule line when a sales schedule is linked to a contract. Invoiced Amount The total of the invoiced amounts on sales order/schedule lines that are linked to a sales contract. Note You can calculate the possible invoiced amount on the expiry date by extrapolating data, based on the invoiced amount, the effective date, and the expiry date. The invoiced amount is updated by the Process Delivered Sales Orders (tdsls4223m000)/ Process Delivered Sales Schedules (tdsls3223m000) session. Ship-to BP The business partner to which you ship the ordered goods. This usually represents a customer's distribution center or warehouse. The definition includes the default warehouse from which you send the goods, the carrier who carries out the transport, and the related sold-to business partner. Address A full set of addressing details, which include the postal address, access numbers for telephone, fax, and telex, e-mail and Internet address, identification for taxation purposes, and routing information. Click ... to start the Addresses (tccom4130s000) session, in which you can maintain and display the address code data. Contact The person with whom you discuss business transactions. For example, you address questions, quotations, and follow-up calls, direct mail, and promotional gifts to the contact. The contact's data include the name, telephone number, e-mail address, and other details. Click ... to start the Contact (tccom1640m000) session, in which you can maintain and display the contact code data. Ship-to Warehouse The warehouse to which the items are shipped. Delivery Point The business partner's delivery point at which you must deliver the items. Terms of Delivery The agreements with the business partner, concerning the way the goods are delivered. Relevant information is printed on various order documents. Related topics Delivery terms Point of Title Passage The point at which the legal ownership changes. At this point, the risk passes from the seller to the buyer. Related topics Delivery terms Schedule If contract deliveries are defined by means of sales schedules, this field displays the number of the sales schedule that is linked to the sales contract line. Click Generate Sales Schedule on the appropriate menu to define contract deliveries by means of sales schedules. As a result, the Sales Schedules (tdsls3111m000) session starts. Note For each sales schedule line a sales order line is generated. Related topics Scheduled requirements for a sales contract Additional Cost Set The additional cost set that is assigned to the contract line item. Note This field is only applicable for sales schedules that are linked to the contract line. Related topics Additional costs – setup Additional costs - shipment based Tax Classification An attribute of order headers and order lines that you can use to define tax exceptions for the transaction. LN retrieves the default tax classification from the invoice-from and invoice-to business partners. For example, you can use the tax classification to indicate: That payments to an invoice-from business partner are subject to withholding tax and social contributions To group business partners that have the same tax aspects for your company, for example, subcontractors, or agents That the tax must be paid in a country other than the sales office or service office's home country Default value This field is defaulted from the sales contract header. Related topics To model tax exceptions Exempt If this check box is selected, tax exemption applies. Note If the Tax Exempt Level parameter in the Tax Parameters (tctax0100m000) session is set to: Limited and you select this check box manually, the Tax Code is defaulted from the Exempt Sales field of the Tax Handling (tctax0138m000) session. If you clear this check box manually, the tax code is not changed. Extended and you select this check box manually, the Tax Code is not changed. If you clear this check box manually, the Exempt Reason and Exempt Certificate fields are cleared and disabled. Related topics To set up tax exemptions Tax Country The country used for tax purposes. Note If the entered country uses a tax provider to calculate tax and is therefore listed in the Countries for Destination Sales Tax (tctax6103m000) session, tax countries on other purchase order lines in the same purchase order must also be registered in the Countries for Destination Sales Tax (tctax6103m000) session. The reason for this is that only the same type of tax countries are allowed on a single order. Related topics To set up tax codes by country Own Tax Number A number used to identify legal persons or businesses. The tax authorities assign the tax numbers to the registered businesses. Your business partners must provide you with their tax number. Business partners without a tax number are considered to be private persons. Related topics Overview of Indian tax handling Tax Code The tax code that applies to the sales contract line. Note If the country displayed in the Tax Code field uses a tax provider to calculate tax and is therefore listed in the Countries for Destination Sales Tax (tctax6103m000) session, tax countries on other purchase order lines in the same purchase order must also be registered in the Countries for Destination Sales Tax (tctax6103m000) session. The reason for this is that only the same type of tax countries are allowed on a single order. You can use a group tax code for cost en service items. The group tax code must meet the conditions of the business partner tax classification. In addition, the withholding functionality must be applicable for the financial company of the purchase order's purchase office. If the GST Implemented check box is selected in the India Localization Parameters (tccom9136m00l) session, Infor LN defaults the tax code applicable for the receiving address state. The tax code must be of type aggregate tax code. Related topics To set up tax codes by country To set up business partners for withholding tax and social contributions Registration Number Sequence(Own) The sequence number of the tax registration number defined for the financial company. Note Infor LN defaults the GSTIN of the purchasing organization based on the location(state) of the receiving address. Registration Number The tax registration number of the financial company. BP Tax Country The country in which the business partner has the tax ID. Related topics To set up tax registration BP Tax Number The business partner's tax ID. Note The business partner's tax ID is date effective. To determine and display the correct tax ID for the business partner, LN uses the current date. Related topics To set up tax registration Registration Number Sequence(BP) The sequence number of the tax registration number defined for the business partner. Note Infor LN defaults the GSTIN of the supplier based on the location(state) of the ship from address. Registration Number The tax registration number of the business partner. Exempt Certificate The exemption certificate that is assigned to the business partner by the tax authority. Note This field only applies if the Tax Exempt Level parameter is set to Extended in the Tax Parameters (tctax0100m000) session. This field is defaulted from the method that is used to retrieve tax details, as defined in the Search Sequence Tax Libraries group box of the Tax Parameters (tctax0100m000) session. Related topics To set up tax exemptions Exempt Reason The reason why the sold-to business partner is exempt from sales tax. Note LN prints the exempt reasons on the sales invoices. This field only applies if the Tax Exempt Level parameter is set to Extended in the Tax Parameters (tctax0100m000) session. This field is defaulted from the method that is used to retrieve tax details, as defined in the Search Sequence Tax Libraries group box of the Tax Parameters (tctax0100m000) session. The reason code must be of the Tax Exemption type and must be date effective, as valuated by the Contract Date. Related topics To set up tax exemptions Text If this check box is selected, contract line text exists. GST Applicable If this check box is selected, GST is applicable. Note By default this check box is selected, if the GST Implemented check box is selected in the India Localization Parameters (tccom9136m00l) session, and the specified item is not defined in the GST Exception Item List (tccom9135m00l) session. ASV Origin for GST The option or method that indicates the origin of the assessable value used to calculate the GST. Allowed values ASV Origin Assessable Value for GST The assessable value, in the inventory unit. Taxable ASV for GST The total assessable value of the item, on which the GST is calculated. Excise Applicable If this check box is selected, the aggregate tax code must have at least one tax line corresponding to excise duties. ASV Origin for Excise The order origin of the assessable value for excise. Allowed values ASV Origin Assessable Value for Excise The assessable value of the item for excise. The value is defaulted based on the value you select in the Assessable Value for Excise field. ASV Discount for Excise The percentage of the discount applicable on the assessable value. The value is defaulted based on the value you select in the ASV Origin for Excise field. ECC Code The sequence number that identifies the Excise Control Code of the warehouse. The value is defaulted from the Registration Numbers By Financial Company (tctax9140m00l) session. ASV Origin for Sales Tax The origin of the assessable value for sales tax/VAT. Assessable Value for Sales Tax The assessable value of the item. The value is defaulted based on the value you select in the ASV Origin for Sales Tax field. ASV Discount for Sales Tax The percentage of the discount applicable on the assessable value. The value is defaulted based on the value you select in the ASV Origin for Sales Tax field. ASV Origin for Service Tax The origin of the assessable value for service tax. Allowed values ASV Origin Assessable Value for Service Tax The assessable value of the item. The value is defaulted based on the value you select in the ASV Origin for Service Tax field. ASV Discount for Excise The percentage of the discount applicable on the assessable value. The value is defaulted based on the value you select in the ASV Origin for Service Tax field. Final ASV The final assessable value after the discount. This is a display field. Price Revisions Starts the Sales Contract Price Revisions (tdsls3103m000) session. This command is enabled only if the Price Revisions in Use check box is selected. Delivery Scheme Starts the Sales Contract Delivery Lines (tdsls3104m000) session in which you can define contract deliveries by means of a delivery scheme. Sales Schedules Starts the Sales Schedule - Lines (tdsls3107m000) session, in which you can view the sales schedule that is linked to the sales contract line. Generate Sales Orders from Delivery Schemes... Starts the Generate Sales Orders from Delivery Schemes (tdsls3204m000) session. Generate Sales Schedule... Starts the Sales Schedules (tdsls3111m000) details session in which you can define contract deliveries by means of a sales schedule. Price Inquiry Starts the Price Inquiry (tdpcg0250m000) session. Reprice Starts the Recalculate Price and Discount (tdpcg0240s000) session. Contract (Line) Results Starts the Sales Contract Results (tdsls3513m000) session. Activate Activates a sales contract line. You cannot change headers or lines with the Active status. De-Activate De-activates a sales contract line. This action changes the status from Active to Free. Terminate Terminates a sales contract line. You cannot generate sales schedules for Terminated normal contracts and you cannot generate sales orders from Terminated special contracts. Open Lines Only displays sales contract lines with the Free, or Active status. All Lines Displays all purchase contract lines. Line History Starts the Sales Contract Line History by Contract (tdsls3531s000) session. Turnover History Starts the Sales Contract Turnover History (tdsls3535m000) session. Linked Sales Orders Starts the Sales Order Lines (tdsls4101m000) session. Pegging Starts the Browse Order Pegging (cprrp0740m000) session. Requirements Starts the Effectivity Unit (tcuef0102m000) session in which you can select requirements to configure the effectivity unit. If the Generate Effectivity Unit during Demand Entry check box is selected in the Unit Effectivity Parameters (tcuef0100s000) session, the default requirements for the effectivity unit’s item, defined in the Item - Requirements (tcuef0108m000) session, are automatically imported for the effectivity unit. If the Generate Effectivity Unit during Demand Entry check box is cleared, you must manually select requirements in the Effectivity Unit (tcuef0102m000) session. |