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 any customer settings (i.e. exception values) for the SCS-, or Logistic SCS-, or WDS-, or WBS-contract per customer.
Options
- Inventory contract
- Displays the inventory contract ID and description.
- Contract type
- Displays the inventory contract type for the inventory contract.
- Customer
- This column lists the customer ID for which the settings apply.
- Backlog
- This column denotes if a backlog setting has been defined for this customer.
- TOP
- This column lists the terms of payment code for the customer (or debtor if one exists), if defined in the customer settings.
- Credit profile
- This column lists the credit profile code for the customer, if defined in the customer settings.
- Customer name
- This column lists the customer name.
- Terms of payment description
- This column lists the terms of payment description.
Work with inventory contracts, Customer settings file (DSR20504)
On this panel you can define exception values that will be retrieved to the sales order when this inventory contract is manually entered/linked on the Work with sales orders, Create new panel.
- Inventory contract
- Displays the inventory contract ID and description.
- Contract type
- Displays the inventory contract type for the inventory contract.
- Customer
- Enter the customer ID for whom these settings will apply.
- Backlog
- Optional entry. It is applicable for SCS-, Logistic SCS-, WDS-, and WBS inventory contracts. Set this field to YES or NO if you want this flag to be valid for this customer. When manually entering/linking this inventory contract during sales order entry (i.e. the user enters/links the inventory contract ID on the Work with sales orders, Create new panel), the system will search for the backlog flag in the following order to be retrieved to the sales order header:
- The system first checks this Customer settings file. If the flag is set to YES or NO, it will be used for the order header.
- If the flag on customer settings level is not set to YES, the system checks for any default that is set on the contract header (i.e. the Work with inventory contracts, Sales and purchase information panel). If that flag is set to YES or NO, it will be used for the order header.
- If the backlog flag on the contract header is blank, the flag from the sales order type is used.
If no inventory contract is manually entered/linked during sales order creation, the backlog flag from the sales order type is used.
For DI orders, the following applies:
- If the inventory contract number was sent in the transaction and the Backlog flag was not sent, the same search order will be applicable during DI ORDERS retrieval.
- For DI ORDCHG, if the inventory contract is sent to update the existing sales order, the Backlog flag will not be updated (similar to manual contract changes for existing sales orders).
- Terms of payment
- Optional entry. It is applicable for SCS-, WDS-, and WBS inventory contracts, but not for Logistic SCS inventory contracts. Enter the terms of payment code to be valid for this customer. When manually entering/linking this inventory contract during sales order entry (i.e. the user enters/links the inventory contract ID on the Work with sales orders, Create new panel), the system will search for the terms of payment code in the following order to be retrieved to the sales order header:
- The system first checks this Customer settings file. If a terms of payment is entered, it will be used for the order header. If a debtor exists, the settings are checked for the debtor.
- If a terms of payment on customer settings level is not defined, the system checks for any default that is set on the contract header (i.e. the Work with inventory contracts, Sales and purchase information panel). If a terms of payment is defined on that level, it will be used for the order header.
- If the terms of payment on the contract header is blank, the setting from the Business partner file (for debtor if one exists) or the sales order type is used.
If no inventory contract is manually entered/linked during sales order creation, the terms of payment from the Business partner file or the sales order type is used.
- Credit profile
- Optional entry. It is applicable for the SCS-, WDS-, and WBS inventory contracts, but not for Logistic SCS inventory contracts. This setting impacts the credit limit retrieval as well as the total open sales order balance calculation for the customer.
For credit limit retrieval:
The system retrieves the credit profile in the following sequence:When an inventory contract is manually entered/linked on the Work with sales orders, Create new panel:
- The system first checks this Customer settings file. If a credit profile is entered, it will be used for credit limit retrieval.
- If a credit profile on customer settings level is not defined, the system checks for any default that is set on the contract header (i.e. the Work with inventory contracts, Sales and purchase information panel). If a credit profile is defined on that level, it will be used for credit limit retrieval.
- If the credit profile on the contract header is blank, the setting from the Business partner file is used for credit limit retrieval.
If no inventory contract is manually entered/linked during sales order creation, the credit profile from the Business partner file is used for credit limit retrieval.
For total open sales order balance calculation:
It works as follows:When an inventory contract is manually entered/linked on the Work with sales orders, Create new panel, and a credit profile was found in the Customer settings file, or the contract header, the total balance is calculated for:
- all orders with status less than 60 for this customer and assigned to the same contract
and
- all invoiced orders for this customer and assigned to the same contract which are waiting in transaction files (not transferred to Financial application)
as follows:
+ Open orders for inventory contract
+ Invoiced not transferred for inventory contract
= Total balanceIf no inventory contract is manually entered/linked on the Work with sales orders, Create new panel, or one is entered/linked but no credit profile was found in the Customer settings file, or the contract header, the total open sales order balance calculation differs depending on if the CR-CMIOO (Credit control, incl CMI in Oo) function is activated in the Function control file. If that function is activated, the balance will be totaled for all orders for the customer, including those with an inventory contract defined. If that function is not activated, sales orders for any inventory contract will be excluded from the total open sales order balance calculation.
Work with inventory contracts, Customer settings file, Copy (DSR20505)
- Inventory contract
- Displays the inventory contract ID and description to which the customer settings belong.
- Contract type
- Displays the inventory contract type for the inventory contract.
- Customer
- Displays the customer ID and description for the inventory contract.
- New customer
- Enter the new customer ID for the record you are creating.