| Synchronization between sales order line and delivery lines |  |
| A direct connection can exist between a sales order line and an external order line, which is an order line from another product. A sales order line can have delivery lines linked to it. A delivery line can be: A split sales order line. A back order line. 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). The sales order line is the order line to which the external products connect. As a result, to have the correct information on the order line, the delivery lines are synchronized with the sales order line and vice versa. For instance, when you update the price on an external order line, ERP LN updates the price on the sales order line, and on the linked delivery lines. The order line of an external product, such as a CRM product, can be synchronized with a sales order line in Sales. On the external order line, a user can view multiple order line fields, but only a few fields can also be updated. The changes to the external order line fields, which reflect on the sales order line in ERP LN, are also forwarded to the linked delivery line(s). If you modify the following fields on the external order line, the changes are also transferred to the sales order line in ERP LN: Price Sales Price Unit Discount Amount Ordered Quantity Sales Unit Planned Delivery Date Planned Receipt Date Fields that trigger the synchronization process Changes to the following fields on the sales order line and/or delivery line can trigger synchronization: Date fields
ddta | Planned Delivery Date
prdt | Planned Receipt Date
rdta | Release Date
Quantity fields
qrrq | Ordered Quantity
qidl | Delivered Quantity
qbbo | Back Order Quantity
qicm | Committed Quantity
Price and Discount fields
pric | Price
disc | Discount Percentage
ldam | Discount Amount
dmse | Discount Matrix Sequence
dmde | Discount Matrix Definition
dmth | Discount Method
dmty | Discount Matrix Type
cdis | Discount
dtrm | Determining
elgb | Eligible
Amount fields
oamt | Amount
amld | Total Discount Amount
amod | Order Discount
damt | Delivered Amount
fram | Freight Amount
The following figure illustrates the synchronization process including the direction and the fields. Note In some cases, a multi directional synchronization applies because of field relations/dependencies. For instance, an update of a price field on the sales order line triggers the synchronization of the price to the delivery line. This synchronization then triggers a recalculation of the amount fields, after which these fields are again synchronized with the sales order line. The following table shows the synchronization fields and the field dependencies:
DEPENDENT FIELD | CHANGED FIELD
qrrq | qidl | prdt | ddta | oamt | amld | damt | pric | ldam | disc | dmde | dmse | dmth | dmty | cdis | cuqs | cups
qicm | X | X | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -
qbbo | - | X | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -
ddta | - | - | X | - | - | - | - | - | - | - | - | - | - | - | - | - | -
oamt | X | - | - | - | - | X | - | X | - | - | - | - | - | - | - | - | X
amod | - | - | - | - | X | - | X | - | - | - | - | - | - | - | - | - | -
amld | X | X | - | - | - | - | - | X | X | X | - | - | - | - | - | - | X
damt | - | X | - | - | - | - | - | X | - | - | - | - | - | - | - | - | X
pric | X | - | - | X | - | - | - | - | - | - | - | - | - | - | - | X | -
ldam | X | - | - | X | - | - | - | - | - | - | - | - | - | - | - | X | -
disc | X | - | - | X | - | - | - | - | - | - | X | X | X | X | X | X | -
Note A change to a field on the sales order line line is not always directly visible on the delivery line. The reason for this is that commercial data, such as prices, discounts, amounts, and so on, are only visible on the sales order line. Logistic data, such as time of delivery, place of delivery, and so on, can only be visible on the delivery line. As a result, the sales order line holds the aggregated commercial information of the linked delivery lines that is divided over the delivery lines, but that is not visible on the delivery lines, because these lines only hold logistic data. However, if you release a delivery line to Invoicing, ERP LN uses the invisible commercial data of the delivery line, because a sales order line that has delivery lines linked to it cannot be invoiced directly. Related topics Rules for synchronization |