Work with inventory contracts, Lines – DSR20201

Related topics

• Setting up and initializing the inventory contracts for DC1 Contract Managed Inventory (CMI)
• About consuming goods from Contract Managed Inventory (CMI)

This panel displays the inventory contract lines for the inventory contract. Click the links in the Related topics above to access links to the specific instructions per inventory contract type.

Options

Function keys

Selection fields

Inventory contract

Displays the inventory contract identity and description.

Invent contract type

Displays the inventory contract type and description.

Line

This column lists the inventory contract line number.

Item

This column lists the item for the inventory contract line.

Available qty

This column lists the available quantity for the inventory contract line.

St

This column displays the status of the inventory contract line.

The following statuses exist:

Code	Description
N (New)	The inventory contract line is new but no order for the line has been created yet. The inventory contract line will immediately receive this status as soon as it is created, even if the inventory contract itself has not been activated.
O (Open)	Order has been created for the line on the contract.
C (Closed)	The inventory contract line is closed which means that orders can no longer be created for this line. The inventory contract line receives this status when the entire contracted quantity for the line has been consumed.

NCC

This column is only applicable for SCS- and Logistic SCS inventory contracts, and denotes if a non-conformity certificate exists for the inventory contract line.

NCC quantity

This column is only applicable for SCS- and Logistic SCS inventory contracts. It displays the total NCC quantity on the inventory contract line. The available quantity for sales is reduced by the total NCC quantity.

Item description

This column lists the item’s description.

Start date

This column lists the start date of the inventory contract line, if any.

End date

This column lists the end date of the inventory contract line, if any.

Auto-assign

This column denotes whether or not the sales order line is to be automatically linked to the contract line or if the order handler is to be informed about the existence of the contract line in an information message, when the inventory contract line is selected during the auto-sourcing routine at sales order entry.

Contract quantity

This column lists any quantity for the contract.

Contract unit

This column lists the unit for the contract.

Contr qty stock units

This column lists the contracted quantity that has been recalculated into stock unit quantity.

Stock unit

This column lists the stock unit.

On purchase order

This column lists the quantity that has not yet been received for purchase orders. It can be internal orders (IRO) or external orders. The field is updated when a purchase order related to the inventory contract is created, changed or received into stock. On purchase order quantity is shown in stock unit.

On hand

This column lists the stock on hand quantity for the inventory contract in stock units.

Reservations

This column lists the accumulated quantity on sales orders that has not yet been delivered. When a sales order is dispatched, the quantity of the field is reduced. Reserved quantity is displayed in stock unit.

Consumed

This column lists the quantity that is consumed on the inventory contract line.

Disp not invoiced

This column displays the quantity (in stock unit) that has been dispatched but not yet invoiced for the inventory contract line.

Available

This column lists the available quantity (in stock unit) for the inventory contract line.

On return order

This column lists the quantity (in stock unit) that has been entered on a return order to the supplier for the inventory contract line.

Reception date

This column lists the reception date for the line, meaning the contract line is initialized and available for sales or other contract type processes.

Warehouse

This column lists the warehouse for the inventory contract line.

Cost price

This column is applicable for the following types of inventory contracts and displays the cost price for the item on the inventory contract line:

• Supplier Consignment Stock (SCS) (applies for both “normal” SCS contract handling and Logistic SCS contract handling)
• Wholesaler Buffer Stock (WBS)
• Deferred Indent Stock (DIS)

Cost unit

This column lists the cost unit for the item on the inventory contract line.

Sales price

This column displays the sales price for the item, if any was defined on the inventory contract line.

Currency sales

This column displays the currency for the sales price, retrieved from the inventory contract header.

Sales price unit

This column displays the sales price unit for the item on the inventory contract line.

VAT based sales

This column denotes if the item on the inventory contract line is a VAT based item.

VAT included sales

This column denotes if VAT is included in the sales price of the item on the inventory contract line.

Incl VAT % code sales

This column displays the VAT handling code for the VAT percentage, if any, which is included in the sales price.

Purchase price

This column displays the purchase price for the item, if any was defined on the inventory contract line.

Currency purchase

This column displays the currency for the purchase price, retrieved from the inventory contract header.

Purchase price unit

This column displays the purchase price unit for the item on the inventory contract line.

VAT based purchase

This column denotes if the item on the inventory contract line is a VAT based item.

VAT included purchase

This column denotes if VAT is included in the purchase price of the item on the inventory contract line.

Incl VAT % code purchase

This column displays the VAT handling code for the VAT percentage, if any, which is included in the purchase price.

NCC quantity

This column displays the total NCC quantity. The available quantity for sales is reduced by the total NCC quantity.

Work with inventory contracts, Lines (DSR20204)

Related topics

This is the first of the detail line panels for an inventory contract.

Function keys

Inventory contract

Displays the ID and description of the inventory contract.

Invent contract type

Displays the inventory contract type code and description denoting what type of contract this is.

Line

Displays the inventory contract line number.

Status

Displays the status of the inventory contract line.

The following statuses exist:

Code	Description
N (New)	The inventory contract line is new but no order for the line has been created yet. The inventory contract line will immediately receive this status as soon as it is created, even if the inventory contract itself has not been activated.
O (Open)	Order has been created for the line on the contract.
C (Closed)	The inventory contract line is closed which means that orders can no longer be created for this line. The inventory contract line receives this status when the entire contracted quantity for the line has been consumed.

Item

Enter the item code for the inventory contract line. The description is automatically retrieved.

Contract quantity

This field is a mandatory entry for CBS-, WBS-, and DIS inventory contracts. Enter the quantity for the contract.

For CDS-, SCS-, Logistic SCS-, WCS- and WDS contracts this field is an optional entry. To initialize a contract line for these types of contracts a “supply” needs to be performed. The number of times a quantity can be received for the line, as well as if any quantity can be increased, is determined by a function in the Function control file. You have the following two choices for this field:

1. Enter the contract quantity

2. Leave the field blank

When you enter a contract quantity it means that this quantity will be used to limit how much can be received for a line. If the CMI-MULT (CMI – Multiple reception) function is activated in the Function control file you will be able to receive quantities for the same inventory contract line multiple times as long as the summarized quantity is not higher than the contract quantity limit. You will also be able to increase the contract quantity when needed and then perform a “supply” to initialize that increased quantity. If the function is not activated only one reception will be allowed for the inventory contract line to initialize the line. Hence, if the entire contract quantity is not received you will not be able to perform another “supply” to receive the remaining quantity. In addition, you will not be able to increase the contract quantity.

When you leave this field blank it works as follows: If the CMI-MULT (CMI – Multiple reception) function is activated in the Function control file you will be able to constantly “supply” this line as needed. If that function is not activated only one reception will be allowed for the contract line to initialize the line. A contract line without a contract quantity will never be automatically closed. If such a line shall no longer be used, you have the following alternatives: Enter a contract quantity that is equal to the consumed quantity, which means that you are deciding that the line was sold out. Manually close the line without entering any contract quantity. Enter an end date which has passed. Even if the line is still open it will never be retrieved by the sourcing program, since the date has passed. Delete the line.

Contract unit

Enter the contract unit.

Start date

If you want to have a running agreement, leave this field and the End date field blank. If you want to define a time frame for the inventory contract line, your choices include:

1. Enter only a start date denoting from when the inventory contract line will be valid. You can define a start date in the future, thus making it easier to maintain inventory contracts by preparing them in advance.
2. Enter only an end date denoting the date when the contract line will expire. From this date the inventory contract cannot be used on any new sales orders. It means that if the order date is higher than the end date, the contract will not be seen as valid. Already created orders will, however, be possible to process through the system to the final status.
3. Enter both the start date and end date for the inventory contract line.

End date

If you want to have a running agreement, leave this field and the Start date field blank. If you want to define a time frame for the inventory contract line, your choices include:

1. Enter only a start date denoting from when the inventory contract line will be valid. You can define a start date in the future, thus making it easier to maintain inventory contracts by preparing them in advance.
2. Enter only an end date denoting the date when the contract line will expire. From this date the inventory contract cannot be used on any new sales orders. It means that if the order date is higher than the end date, the contract will not be seen as valid. Already created orders will, however, be possible to process through the system to the final status.
3. Enter both the start date and end date for the inventory contract line.

Auto-assign

This flag is set to YES by default. When the inventory contract line is selected during the auto-sourcing routine at sales order entry, it is this flag that determines whether or not the sales order line is to be automatically linked to the contract line or if the order handler is to be informed about the existence of the contract line in an information message. Keep this flag set to YES or change it to NO depending on your requirements.

Warehouse

The warehouse defined on the contract header is defaulted. It is possible to enter another warehouse than the defaulted one.

Contr qty stock unit

This field is automatically updated by the system and displays the contracted quantity, in stock unit, for the inventory contract line.

On purchase order

This field is automatically updated by the system and displays the quantity, in stock unit, that is not yet received for purchase orders. It can be internal orders (IRO) or external orders. The field is updated when a purchase order related to the inventory contract is created, changed or received into stock.

On hand

This field is automatically updated by the system and displays the stock on hand quantity, in stock unit, for the inventory contract line.

Reservations

This field is automatically updated by the system and displays the accumulated quantity on sales orders that has not yet been delivered. When a sales order is dispatched, the quantity of the field is reduced. Reserved quantity is displayed in stock unit.

Consumed

This field is automatically updated by the system and displays the quantity that is consumed on the inventory contract line. The consumption of goods managed by an inventory contract can mean different things. For example:

• selling the items
• purchasing the items for your own replenishment or for an ownership takeover
• re-purchasing goods that you sold
• transferring the goods in-house
• performing an action after the contract has stopped to consume the remaining quantity on the contract. The action could, e.g., be taking back a quantity that the customer owns, sending it back to the supplier.

The contract quantity for the item on every inventory contract line is the controlling quantity. For every action that you perform the quantity is consumed. As you consume the goods, the consumed quantity is tracked and updated on the line. When the consumed quantity matches the contract quantity the line will automatically be closed. To re-open a line you can increase the contract quantity for a CBS-, WBS-, and DIS-contract. For the other types of inventory contracts it depends if the CMI-MULT (CMI Multiple reception) function is activated in the Function control file.

CMI-MULT (CMI Multiple reception) not activated

CMI-MULT (CMI Multiple reception) activated

If this function is not activated in the Function control file, and a contract quantity is defined for the contract line, it makes no sense to increase the contract quantity for the other types of contracts since you must run a CMI process (or link the inventory contract to a manually created order for some of the types of inventory contracts) to initialize the line for these contracts. Regardless, since initialization can only take place once for each line (when this function control is not activated), you will not be able to run another initialization for that increased quantity. Likewise, if a contract quantity was not defined for the contract line you will only be able to perform a “supply” once to initialize the line. Hence, for the CDS-, SCS-, Logistic SCS-, WCS-, and WDS contracts, you should create a new line.

If this function is activated in the Function control file, and a contract quantity is defined for the contract line, you can receive quantities for the same inventory contract line multiple times as long as the summarized quantity is not higher than the contract quantity limit. You can also increase the contracted quantity when needed and then perform a “supply” to initialize that increased quantity. Hence, for the CDS-, SCS-, Logistic SCS-, WCS-, and WDS contracts you can increase the contracted quantity on the line when needed. If a contract quantity was not defined for the contract line you will be able to constantly supply the line as needed.

Available

This field is automatically updated by the system and displays the available quantity.

Cost price

This field is applicable for the following types of inventory contracts:

• Supplier Consignment Stock (SCS): (Applies for both “normal” SCS contract handling and Logistic SCS contract handling.) Enter the cost price for the item. Cost price is defined for the cost unit of the item. This field is mandatory due to the fact that when you sell goods for this type of contract, you do not own the goods. There is no cost price for the item anywhere in the system. But when you sell the goods, there needs to be a way to find the cost of sales. Hence, for this type of inventory contract, this field is a mandatory entry.
• Wholesaler Buffer Stock (WBS): This field is only mandatory if you plan on running the Transfer to consignment CMI process to transfer the supplier-owned goods that are physically located (externally) to your logical SCS-warehouse set up in your system. This type of CMI process requires that a Supplier Consignment Stock (SCS) inventory contract is set up for the same supplier as on the WBS inventory contract. Cost price is always mandatory for an SCS inventory contract, but when running this Transfer to consignment CMI process for a WBS-contract line, the cost price must also be entered on the line that is to be transferred. It will only be used at transfer to consignment.
• Deferred Indent Stock (DIS): Enter the cost price for the item. Cost price is defined for the cost unit of the item. This field is mandatory due to the fact that when you sell goods for this type of contract, you do not own the goods. There is no cost price for the item anywhere in the system. But when you sell the goods, there needs to be a way to find the cost of sales. Hence, for this type of inventory contract, this field is a mandatory entry.

Cost unit

This field is automatically updated by the system and displays the cost unit for the item on the inventory contract line.

NCC quantity

This field displays the total NCC quantity. The available quantity for sales is reduced by the total NCC quantity.

Reception date

This field is automatically updated by the system and displays the reception date for the line, meaning the contract line is initialized and available for sales or other contract type processes.

Disp not invoiced

This field is automatically updated by the system and displays the quantity that has been dispatched but not yet invoiced.

On return order

This field is automatically updated by the system and displays the quantity in stock unit that is entered on return order to the supplier.

Click Next to access an additional panel where you can enter/view sales price and/or purchase price information for the inventory contract line.

Work with inventory contracts, Copy lines (DSR20205)

Related topics

Line

Displays the line number for the inventory contract you selected to copy.

New line

Enter the new line number you are creating.

Item

Displays the item code on the line.

Work with inventory contracts, Deletion of lines (DSR20208)

Related topics

Work inventory contracts, Lines (DSR20213)

Related topics

On this panel you can, optionally, enter sales price and/or purchase price information for the inventory contract line which will be used for the order that is created from the inventory contract line.

Inventory contract

Displays the inventory contract ID and description.

Inventory contract type

Displays the inventory contract type and description.

Line

Displays the line number.

Status

Displays the status of the inventory contract.

The following statuses exist:

Code	Description
N (New)	The inventory contract line is new but no order for the line has been created yet. The inventory contract line will immediately receive this status as soon as it is created, even if the inventory contract itself has not been activated.
O (Open)	Order has been created for the line on the contract.
C (Closed)	The inventory contract line is closed which means that orders can no longer be created for this line. The inventory contract line receives this status when the entire contracted quantity for the line has been consumed.

Item

Displays the item code and description on the line.

Sales price info

Sales price

Enter the sales price for the item on the inventory contract line. This is the net price; no discounts will be applied. If a sales price is defined on this inventory contract line, then this price will be used for sales order lines created for the inventory contract. The sales order line will receive price code 105 (Inventory contract sales price) denoting that the sales price for the sales order was retrieved from the inventory contract. If no sales price is defined on this inventory contract line, then the normal pricing routines in DC1 will be used.

Currency

Displays the currency for the sales price, retrieved from the inventory contract header.

Sales price unit

The default sales price unit for the item is retrieved but can be changed. Enter the sales price unit for the inventory contract line. Must be a valid sales price unit for the item.

VAT based

Set this field to YES if this is a VAT based item.

VAT included

Set this field to YES if VAT is included in the sales price of the item.

Incl VAT % code

Enter the VAT handling code for the VAT percentage, if any, which is included in the sales price. If the VAT included field is set to NO, this field must be blank. If the VAT included field is to YES, enter a code from the VAT handling code table.

Purchase price info

Purchase price

Enter the purchase price for the item on the inventory contract line. This is the net price; no discounts will be applied. If a sales price is defined on this inventory contract line, then this price will be used for purchase order lines created for the inventory contract. The purchase order line will receive price code 205 (Inventory contract purchase price) denoting that the purchase price for the purchase order was retrieved from the inventory contract. If no purchase price is defined on this inventory contract line, then the normal pricing routines in DC1 will be used.

Currency

Displays the currency for the purchase price, retrieved from the inventory contract header.

Purchase price unit

The default purchase price unit for the item is retrieved but can be changed. Enter the purchase price unit for the inventory contract line. Must be a valid purchase price unit for the item.

VAT based

Set this field to YES if this is a VAT based item.

VAT included

Set this field to YES if VAT is included in the purchase price of the item.

Incl VAT % code

Enter the VAT handling code for the VAT percentage, if any, which is included in the purchase price. If the VAT included field is set to NO, this field must be blank. If the VAT included field is set to YES, enter a code from the VAT handling code table.