| # Item - Sales (tdisa0501m000) Use this session to view and maintain sales related data by item. In this session you can only maintain and display sales related data by item. This data is linked to an already defined item in the Item - General (tcibd0101s000) session. On the appropriate menu of the Item - Sales (tdisa0501m000) overview session you can choose: Business Partners, to start the Item - Sales Business Partner (tdisa0510m000) overview session. Details, to start the Item - Sales (tdisa0501m000) details session. In the details session, you can maintain the following sales related item data: Ordering data Pricing data Data regarding over deliveries Related topics Sales item data Item data 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 In this field, you cannot enter a list item of the type Kit if the following conditions apply: The Return Components check box is selected. The warehouse is WMS controlled, and the Inbound BOM/List Items check box is cleared for the warehouse in the WMS Integration Parameters (whwmd2105m000) session. If the warehouse is WMS controlled, and the Outbound BOM/List Items check box is cleared for the warehouse in the WMS Integration Parameters (whwmd2105m000) session, you cannot enter a list item in this field. Related topics Infor WM 4000 parameter settings Actual Item Type The item type that is valid at the current date and time. Note Most of the time, this field is equal to the Item Type field of the Item - General (tcibd0101s000) session. However, this field can have a different value if the item type of a purchased or manufactured item is temporarily changed in the Date-Effective Item Data (tcibd0110s000) session. Related topics Date-effective item data Item Type 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. Default value This field is defaulted from the Item Type field in the Item - General (tcibd0101s000) session. Search Key I An alternative form of a description used for convenience during searching. Typically, it is an abbreviation, an acronym, or a mnemonic alternative to a full description. Related topics Using search keys Export License Required If this check box is selected, an export license is required for the item. Note This check box is only visible if the Export Licenses check box is selected in the Project Pegging Parameters (tcpeg0100m000) session. Default value The value of the Export License Required check box in the Item - General (tcibd0101s000) session. Related topics Project pegging overview Inventory on Hand The physical quantity of goods in one or more warehouses (including the inventory on hold). Default value This value is retrieved from the Item Inventory (tcibd1500s100) session. Margin % The item's gross margin, expressed as a percentage.
    Margin % = sales price - cost price / sales price or cost price ¹
The sales price is retrieved from the Items - Sales (tdisa0501m000) session. The cost price is retrieved from the Items - Costing (ticpr0107m000) session. ¹ This depends on the setting of the Profit Calc Based on Cost/Sales Price field in the Sales Order Parameters (tdsls0100s400) session. Item Signal A warning message displayed if you enter or select an item to which a signal is linked. Item signals can also be used to block the issue and/or requisition of items. Business-partner signal A warning message displayed if you select a business partner to which a signal is linked. Related topics To use signals Alternative Item If this check box is selected, an alternative item is available for the Item. Note From the appropriate menu, click Alternative Items to start the Alternative Items (tcibd0505m000) session in which you can view the original item's alternative item(s). Related topics Defining alternative items and replacement items Sales Unit The unit in which an item is sold. If you enter an item, LN enters the default sales unit for this particular item. This unit can be equal to the inventory unit. If the sales unit is not equal to the inventory unit, you can specify the sales unit in the Units by Unit Set (tcmcs0112m000) session. Commitment Policy Specify for each item if and when you want to commit the ordered quantity automatically. Note You can change the commitment policy as long as no commitments are made for the item in the Inventory Commitments (whinp2100m000) session. Allowed values Commitment Policy Related topics Inventory commitment Inventory commitment date calculation Minimum Quantity to Commit The minimum quantity that must be committed in case of a partial allocation. If both the Minimum Quantity to Commit and the Minimum Rate for Commitment fields have significant values, the quantity to be committed is checked against both fields. LN uses whichever number is higher. Example The value of the Minimum Quantity to Commit field is 5. The value of the Minimum Rate for Commitment is 10%. For an order of 100, the minimum quantity is 5 and the minimum rate (converted to a quantity) is 10. This results in a minimum commitment of 10 for partial allocation. For an order of 20, the minimum quantity is still 5, but the minimum rate (converted to a quantity) is 2. In this case, the minimum commitment quantity is 5 for partial allocation. Related topics Inventory commitment Inventory commitment date calculation Inventory Unit The inventory unit in which the item inventory data is recorded. The item's cost price is also based on this unit. Minimum Rate for Commitment The minimum rate that must be delivered in case of a partial allocation. If both the Minimum Quantity to Commit and the Minimum Rate for Commitment fields have significant values, the quantity to be committed is checked against both fields. LN uses whichever number is higher. Example The value of the Minimum Quantity to Commit field is 5. The value of the Minimum Rate for Commitment is 10%. For an order of 100, the minimum quantity is 5 and the minimum rate (converted to a quantity) is 10. This results in a minimum commitment of 10 for partial allocation. For an order of 20, the minimum quantity is still 5, but the minimum rate (converted to a quantity) is 2. In this case, the minimum commitment quantity is 5 for partial allocation. Related topics Inventory commitment Minimum Order Quantity LN defaults the quantity entered in this field to the Ordered Quantity field of the Sales Order Lines (tdsls4101m000) session. If you use order quantities that are lower than the value specified here, LN will display a warning message. Note The minimum order quantity is by default set to one. The minimum order quantity is expressed in the inventory unit. Direct Delivery from Quantity The order quantity from which a direct delivery is preferred. If the order quantity on the sales order line, delivery line, or the sales quotation line is equal to or greater than the quantity specified in this field, LN automatically sets the Delivery Type field to Direct Delivery in the Sales Order Lines (tdsls4101m000) session, and the Delivery Lines (tdsls4101m100) session, or selects the Direct Delivery check box in the Sales Quotation Lines (tdsls1501m000) session. Related topics Direct delivery sales orders Release to Warehouse If this check box is selected, the issue of the item is carried out in Warehousing. If this check box is cleared, the issue of the item is carried out in the Sales Control module. Note If the sales item is a physical item, this check box is unavailable and selected, because physical items must always be released to Warehousing. Physical items are all items except items of type Cost, Service, Equipment, and Subcontracting. If the sales item is a cost item or a service item, this check box is available. So, you can decide per item whether it is released to Warehousing. If the sales item is a Subcontracting item, an Equipment item, or a list item of the type menu or option, this check box is always cleared and unavailable. This check box is used to determine whether the Warehouse field in the Sales Order Lines (tdsls4101m000) session can be left empty. Warehouse The warehouse where the sales item is stored. Component Handling Define how components are handled if the sales item is a component. Note This field can only be defined if the Extended Kit Handling Implemented check box is selected in the Sales Order Parameters (tdsls0100s400) session and the Item Type is Purchased, Manufactured, or Generic (with the default supply source set to Shop Floor in the Item - General (tcibd0101s000) session). Allowed values Component Handling Related topics Overview of kit handling in Sales Shipping Constraint The conditions related to the shipment of goods for this sales item. Allowed values Shipping Constraint Related topics Overview of kit handling in Sales Item Sales Text If this check box is selected, item sales text exists. Choose Text Editor to create, copy, select, or view the text. Accessories Allowed If this check box is selected, accessories are defined for this item. Related topics List items Return Components If this check box is selected, components of a kit can be returned separately. Note This check box is only used if the order is a return order. Sales Price Unit The unit on which the sales price is based. If you enter an item, LN fills in the default sales unit for the item. This unit can be equal to the inventory unit. If the sales unit is not equal to the inventory unit, you can record the sales unit in the Units by Unit Set (tcmcs0112m000) session. Sales Price The item's sales price, expressed in the reference currency. Sales Price The currency in which balances of entities shared by all the companies of a financial company group are expressed. For example, LN uses the reference currency for business partner balances. Note The reference currency is the common base currency of the companies in a multisite structure. For currency systems other than the standard currency system, the reference currency is a company's base currency for all calculations with currencies. Sales Price Group A group of items with corresponding price and discount agreements. Note If you enter an item, LN fills in the sales price for that particular item. You can predefine price groups in the Price Groups (tcmcs0124m000) session. Sales Statistics Group Classify the item in a statistics group to make statistical reports. Note You can use the Sales Statistics Group field as a selection criterion in various sessions of the Statistics module. You can predefine this statistics group in the Statistical Groups (tcmcs0144m000) session. Related topics Statistics Last Sales Price Transaction Date The last date on which the sales price of the item was changed. Suggested Retail Price The sales price that suppliers recommend and that resellers charge their customers. Upper Margin The upper margin is the percentage that the actual sales price is allowed to exceed the target price. Related topics Overview of margin control Lower Margin 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. Related topics Overview of margin control Sales Commission Group Select the commission group by zooming to the Commission/Rebate Groups (tdcms0118m000) session. Related topics Overview of commissions and rebates Sales Rebate group Select the rebate group by zooming to the Commission/Rebate Groups (tdcms0118m000) session. Related topics Overview of commissions and rebates Tax Code Select the tax code by zooming to the Tax Codes (tcmcs0137m000) session. Note This tax code is used if an item is entered in: A sales quotation. A sales contract. A sales order. Allow Over Deliveries If this check box is selected, Warehousing is allowed to ship an over delivery for the item. Tolerance Type This field indicates if the tolerance for the over delivery is expressed either as a percentage or a quantity. You have the following options: Percentage The tolerance is represented as a percentage of the order quantity. Quantity The tolerance is a fixed quantity. No No tolerance type is applicable, because the Allow Over Deliveries check box is cleared. Action The way in which LN must handle the outbound order line if a shipment does not meet the quantity tolerances. You have the following options: Warn If the maximum tolerance is exceeded, LN gives a warning message to Warehousing. Block If the maximum tolerance is exceeded, LN blocks the shipment in Warehousing. No LN does not take any action. Maximum Tolerance The quantity or percentage the shipped quantity is allowed to exceed the ordered quantity. LN uses this field to determine the default value of the Maximum Quantity Tolerance field in the Warehousing Orders (whinh2100m000) session and the Qty Overdelivery Allowed field in the Outbound Order Lines (whinh2120m000) session. Percentage If the Tolerance Type field is Percentage, you can specify a maximum of 999.99 in this field. If you release a sales order or sales schedule to Warehousing, the following occurs: LN defaults the percentage you specified in this field to the Maximum Quantity Tolerance field of the Warehousing Orders (whinh2100m000) session. LN calculates the quantity that is allowed for an over delivery and enters this quantity in the Qty Overdelivery Allowed field of the Outbound Order Lines (whinh2120m000) session. Quantity If the Tolerance Type field is Quantity and a sales order or sales schedule is released to Warehousing, the following occurs: LN sets the value of the Maximum Quantity Tolerance field in the Warehousing Orders (whinh2100m000) session to zero. LN defaults the quantity you entered in this field to the Qty Overdelivery Allowed field of the Outbound Order Lines (whinh2120m000) session. Note For sales schedules, over deliveries can be specified as long as the outbound advise is not released in the Outbound Advice (whinh4525m000) session. For sales orders, over deliveries can be specified through confirmation of the shipment line. Caution! The maximum (percentage) value of the Maximum Quantity Tolerance field in the Warehousing Orders (whinh2100m000) session can never exceed 999.99. Business Partners Starts the Item - Sales Business Partner (tdisa0510m000) session. Details Starts the Item - Sales (tdisa0501m000) details session. Alternative Items Starts the Alternative Items (tcibd0505m000) session. |