| # Generate (Budget) Structure for Sales Quotations (tdsls1201m100) Use this session to generate a budget structure or product structure for items on the sales quotation line. The sales quotation line items must have the Order Policy field set To Order or Anonymous in the Item - Ordering (tcibd2100s000) session. The following check boxes determine whether a budget structure and/or a product structure is generated for the items: The Make Customized check box in the Sales Quotation Lines (tdsls1501m000) session. The Generate Budget Parts for Cost/Service Items check box in the current session. The Generate Budget Parts for all Quotations check box in the current session. Note If the sales quotation is converted into a sales order, you must copy the budget to a project if the order policy of the item is To Order. If the order policy of a generic item is Anonymous, the generic item is converted to a newly configured standard item, instead of a customized item. Configuring a generic item without a linked budget, makes the calculation of budget costs redundant. You can generate one budget structure for each sales quotation or consolidate a range of sales quotations into a single budget structure. If you choose to create one budget structure for each quotation, you can use the sales quotation number as the budget number. If you generate the structure of a generic item without a budget, the newly configured standard item has no budget code as a distinctive feature. To make the item code distinctive, clear the Identifying Item Code in the Product Configuration Parameters (tipcf0100m000) session. As a result, LN adds a sequence number to the item code of the generic item to generate new item codes for each product variant. New item codes are generated for the end item derived from the generic item, and for all materials of the end item that are To Order. To customize unit effective items If you want to customize a unit effective item by using the Generate (Budget) Structure for Sales Quotations (tdsls1201m100) session, a full copy method is used. This means that the complete bill of material as well as all operations applicable to all effectivity units, are copied to the budget. In addition, all exceptions linked to BOM lines and operations are copied. If you make changes to an effectivity unit in a budget, for example, by changing the effectivity unit on the linked sales quotation, you need not regenerate the budget, because all data related to the unit effective item is already present. Note Unit effective routings are not copied to the budget. Similar to routings that are not unit effective, either the default routing of the unit effective item, or a routing based on fixed order quantity or economic order quantity is copied to the budget. This functionality does not apply to generic items. Important! This session only processes sales quotation lines with the Created status. Related topics Lean PCS projects How to define a product model How to use a product model in a sales quotation Unit effectivity in PCS Generation Method Select the method used to generate an item structure for sales quotations. Engineer-to-Order LN creates a customized item for the item you entered on the sales quotation line, as well as a customized BOM and a customized routing. As a result, if the Order Policy is To Order for a child in a BOM, a customized item is created for the child after which it is inserted in the parent's customized BOM. Standard-to-Order LN only creates a customized item for the To Order item on the sales quotation line. LN does not create a customized BOM or a customized routing at any level in the product structure. Note Irrespective of the value of this field, LN always generates the item structure for Anonymous generic items based on the Engineer-to-Order generation method. As a result, LN creates a configured standard item for the item on the sales quotation line with a customized BOM and a customized routing. Budget Series The series for the Project Number Group, as displayed in the Project Control Parameters (tipcs0100m000) session. Calculation Group Select a calculation group to distinguish between quotation line alternatives that use the same budget code. When a quotation line is converted to a sales order line, only for the calculation group that contains the selected alternative, the budget is transformed into a real project. Create One Budget per Quotation If this check box is selected, each sales quotation creates a separate budget structure. All items in the sales quotation receive the same code when the budget is generated. Equate Budget with Quotation If this check box is selected, the budget uses the same number as the sales quotation. If this check box is cleared, you must define Budget Series to generate a budget code. Check Standard Item Inventory If this check box is selected, inventory is checked to find out whether the customized end item is already available in inventory as a standard item. If so, then no new customized end item is created. Note This check is carried out only for generic end items with order policy To Order. For generic end items with order policy Anonymous, no inventory check is performed and a new customized item is always generated. Print to Predefined Device Print to Predefined Device Create Quotation Lines for Phantom If this check box is selected, sales quotation lines for phantom items are replaced by sales quotation lines for the components of that same phantom. Note The components' sales quotation price is calculated based on the following: The price, discount, and quantity for the generic item that is originally entered on the sales quotation line. The number of different components. The order quantity for each component. The original price/discount of the parent (generic) item is incorporated in the component's sales price. After calculation of a component's sales price, the link with the original price is broken. Caution! After the sales price is calculated for the quotation lines with the components, and you want to recalculate the price/discount for a component in the Recalculate Price and Discount (tdpcg0240s000) session, take into account that the product variant price is assigned to the line and that LN does not use the parent item's price and/or discount. As a result, it is your task to split and calculate the new price for the different lines with the components. Example
Item | Price (Euro)
--- | ---
Product variant GEN1 | 120
Generic item A | 90
Component 1 | 30
Component 2 | 30
Component 3 | 30
Generic item A and product variant GEN1 are entered on sales quotation line 10. Generic item A, which is linked to product variant GEN1, is defined as a phantom item. Because a discount of 30 Euro is entered on this sales quotation line, the price arrvies at 90 Euro. The product variant is configured with the features (components) 1, 2, and 3. The Generate (Budget) Structure for Sales Quotations (tdsls1201m100) session is run with the Create Quotation Lines for Phantom check box selected. On sales quotation line 10, LN automatically replaces Generic item A with component 1 and adds quotation lines 20 and 30 for the components 2, and 3. If component 3 must be ordered twice, the prices on the quotation lines are: Quotation line 10: 30 Euro Quotation line 20: 30 Euro Quotation line 30: 15 Euro If you decide to recalculate the price/discount for quotation line 20, LN comes up with the product variant price of 120 Euro. As a result, you must perform the following: Change the price for quotation line 10 from 30 to 40 Euro. Change the price for quotation line 10 from 120 to 40 Euro. Change the price for quotation line 10 from 15 to 20 Euro. Related topics Defining phantoms Generate Budget Parts for Cost/Service Items Together with the Generate Budget Parts for all Quotations check box, this check box determines whether anonymous purchased, manufactured, cost or service items can be linked to a budget as a budget part. Setting 1 The Generate Budget Parts for Cost/Service Items and Generate Budget Parts for all Quotations check boxes are both cleared. In this case, LN only takes into account the sales quotations that contain at least one sales quotation line with the Make Customized check box selected for the item. For these quotations: The anonymous cost and service items are not linked as budget parts. The anonymous purchased and manufactured items are linked as budget parts. Setting 2 The Generate Budget Parts for Cost/Service Items is selected, but the Generate Budget Parts for all Quotations check box is cleared. In this case, LN only takes into account the sales quotations that contain at least one sales quotation line with the Make Customized check box selected for the item. For these quotations: The anonymous cost and service items are linked as budget parts. The anonymous purchased and manufactured items are linked as budget parts. Setting 3 The Generate Budget Parts for Cost/Service Items is cleared, but the Generate Budget Parts for all Quotations check box is selected. In this case, LN takes into account all sales quotations and not only the ones with the Make Customized check box selected for one of the lines. For these quotations: The anonymous cost and service items are not linked as budget parts. The anonymous purchased and manufactured items are linked as budget parts. Setting 4 The Generate Budget Parts for Cost/Service Items and the Generate Budget Parts for all Quotations check boxes are both selected. In this case, LN takes into all sales quotations and not only the ones with the Make Customized check box selected for one of the lines. For these quotations: The anonymous cost and service items are linked as budget parts. The anonymous purchased and manufactured items are linked as budget parts. Note To prevent you from processing the same quotations and linking the same items as budget parts, in this session, LN does not take into account the sales quotation lines for which the Make Customized check box is cleared, but the Budget is filled in the Sales Quotation Lines (tdsls1501m000) session. You can view and maintain budget parts in the Project Parts (tipcs2111m000) session. Generate Budget Parts for all Quotations Together with the Generate Budget Parts for Cost/Service Items check box, this check box determines whether anonymous purchased, manufactured, cost or service items can be linked to a budget as budget parts. Important! If you add, for example, a new sales quotation line to an existing quotation for which a budget structure is already generated, you can select this check box to indicate that the new item must also be linked to the budget as a budget part. In addition, if the Create One Budget per Quotation check box is selected in this session, the sales quotation's budget is used. If the Create One Budget per Quotation check box is cleared, the budget part is linked to a new budget. Note To prevent you from processing the same quotations and linking the same items as budget parts, in this session, LN does not take into account the sales quotation lines for which the Make Customized check box is cleared, but the Budget is filled in the Sales Quotation Lines (tdsls1501m000) session. You can view and maintain budget parts in the Project Parts (tipcs2111m000) session. For an explanation of the settings, refer to the online help of the Generate Budget Parts for Cost/Service Items check box. Generate Generates a budget structure or a product structure for the item on the sales quotation line. |