This activity is used to enter, revise, view, and remove sales part records. Parts must be entered in the sales part record before you can work with customer orders. To be able to sell an inventory registered part, it must have been entered as a sales part. The information you enter for the part is set as default that will be used for customer orders. Multiple sales part IDs can be linked to a single inventory part. The three types of sales parts are: inventory registered sales parts, services (i.e., non-stored parts), and package parts.
This activity is also used to define a part available for renting out. Inventory sales parts as well as services can be rented out.
If a corresponding inventory part does not already exist, it will automatically and simultaneously be created together with the sales part. Any inventory part record created this way should be manually updated since the record will contain only very basic information.
In the event of an corresponding existing inventory part for which the catch unit feature is made available, the price unit of measure will be automatically set to the same as the catch unit of measure. Thus, if the catch unit is made available for the inventory part, it will automatically be enabled for the corresponding sales part. You should note that modification of the price unit of measure would not be possible for catch unit enabled parts.
The price conversion factor between the sales unit of measure and the price unit of measure is based on the catch unit if the part is catch unit enabled. If not, it is based on the price conversion factor entered in the sales part. The value for the price conversion factor on the sales part is used as a preliminary value for the initial price calculations. However, as soon as the customer order line has been delivered, the real calculated conversion factor would be used.
Object level tax code validation on company for sales determines whether a tax code must be entered for a sales part.
The rules are as follows:
You can select the basis for tax calculation for the company. The tax calculation basis can be price or price including tax. This can be defined by enabling the Use Price Incl Tax option. The value defined is defaulted from the site. If the Use Price Incl Tax option is enabled, then only the Price Incl Tax or Rental Price incl Tax fields are editable and the Price or Rental Price fields are not editable. The price is calculated based on the value entered for the price including tax and the tax code. If the Use Price Incl Tax option i disabled, then only the Price or Rental Price fields are editable and the Price Incl Tax or Rental Price incl Tax fields are not editable. The price including tax is calculated based on the value entered for the price and the tax code.
In this page, you also define the default setup for sourcing. The default sourcing option for a sales part is Inventory Order. When a customer order line is entered for a sales part with the default sourcing option, the value Invent Order is displayed in the Supply Code field. If you want the sales part to be sourced automatically, set the sourcing option to Use Sourcing Rule and enter an appropriate sourcing rule. If you do not know how the sales part should be supplied, set the sourcing option to Not Decided. When a customer order line is entered for a sales part with the Not Decided sourcing option, the value Not Decided is displayed in the Supply Code field.
To source a sales part using a Production Schedule, the inventory part must exist as a production line part on at least one production line, at a site with a positive schedule percentage. Configured parts, DOP parts or CTP planned parts cannot be sourced through this option. When a customer order line is entered for a sales part with the Production Schedule sourcing option, the value Production Schedule is displayed in the Supply Code field.
If the sales part is sourced from another site within your system, i.e., supply code is Internal Purchase Transit or Internal Purchase Direct, then the purchase part connected to this sales part must have the supply site set as a possible supplier. A corresponding sales part (and perhaps also an inventory part) with the same part number as the purchase part must exist at the supply site. It is important that the sales parts are the same type in both the demand site and the supply site when the sites belong to the same legal unit. In other words, the sales parts should either be inventory parts in both sites or non-inventory parts in both sites. This is necessary for correct inventory values.
Furthermore, where such multi-site transactions will take place among various IFS companies, it is very important that a price is entered. This is the multi-site transfer price (cost). If this is left as zero, then there might be posting ambiguities between the different sites and companies. Consider the price to be the agreed company transfer cost. Where the sales part price in the supply site is different to the purchase part price in the order taking site, then IFS will use the sales part price and change the purchase order price if the internal customer order is confirmed. If the conversion factor between the inventory and the sales UoM is manually entered for a sales part, the freight information (Weight and volume) might not be accurate.
For rental parts, sourcing is only available from own inventory and supplier transit.