You save the following information in Sales Demand definition window.  

No: The record and tracking number of the demand slip. The slips are sorted by their numbers. This field is mandatory. Slips cannot be recorded without entering slip number. 

Date: The record date of the demand slip. The system date is displayed by default. It can be changed if necessary. Slips are sorted by date. This field is mandatory. 

Time: The record time of the demand slip. The system time is displayed by default. It can be changed if necessary. 

Auxiliary Code: A secondary coding field used to group the slips. The string is 10 characters long. The Auxiliary Code is used to group the slips by company specific criteria. This field can also be used to record any necessary information that is not included in the slip. 

Authorization Code: Used to define detailed authorizations. Each user may be authorized to use different records depending on their job definitions. The string is 10 characters long. Alphanumeric characters can be used to assign the authorization code. Authorization Code definitions are recorded in System Settings module. However, they can also be added by means of the authorization code fields that are available in cards. Records are encrypted by the information provided in Authorization Code field to ensure that only the users with the specified authorization code can access the related records. 

Document No: It is the document number of the demand slip. Slips are not sorted by document number; hence more than one slip can have the same document number. 

Document Tracking Number: Used to specify the document tracking number of the demand slip when the document tracking system is used. The document tracking number is automatically transferred to the order slips generated by the demand delivery operation; it is changed if desired.


Requester 

These fields are used to record information regarding the employee or division issuing the demand. 

Department: It is the department issuing the demand. You use this field to associate the demand slip with one of the departments. 

Registry Number: It is the employee to whom the demand belongs. The Registry Number field opens the Employees browser where you can select the related employee definition. 

Organizational Unit: The organizational unit code of the demanding employee. After you select an employee in Registry Number field, the unit/division information of the employee is directly transferred into this field. 

Warehouse: This field affects the whole slip and therefore it is mandatory. It indicates the warehouse of the demand slip. The warehouse you select in this field is directly transferred into the Warehouse field in the slip lines. 


Evaluator 

Department: It is the department evaluating the demand. You enter the department that will evaluate the demand. 

Registry Number: It is the employee evaluating the demand. The Registry Number field opens the Employees browser where you can select the related employee definition. 


Budget Status 
Provided Budget feature is enabled, you use this field to specify the budget status for the demand slip. The options are:

  • No Control
  • Sufficient
  • Insufficient
  • Partially sufficient

Demand Slip Line Info

Type: Indicates the demand type. The demand type can be material or service. The options are:

  • Material
  • Service
  • Asset
  • Material Class
  • Material Set

Code: The material/service/asset or material class/material set code depending on your selection in the Type field. 
If one of the material, material class and material set types is selected in the Type field, recorded material or material classes are listed, and the material to be demanded is selected. If the demand is for a service, the Code field lists the existing services, and you select the demanded service. 

Description: The description of the material or service selected in the Code field. The existing materials and services can also be accessed and selected in this field. 

Variant Code: Indicates the variant code of the configurable material provided that the Type field is specified as Material Set. Material variants defined for the selected material record are listed and the required variant is selected. 

Variant Description: Indicates the variant description provided that the Type field is specified as Material Set. 

Quantity: Indicates the demand quantity. If the undelivered quantity is to be changed after demand delivery, the entered value cannot be less than the delivered quantity. 

Delivered Quantity: This field cannot be entered directly. The delivered quantity is transferred automatically once the demand is delivered. 

Cancelled Quantity: The cancelled quantity is entered if part of the demand is cancelled. 

Actual Quantity: The field used to enter the delivered quantity of the demand when the demand proposal is realized. 

Unit: Indicates the unit with which the demand will be made. The transactions related to materials and services are recorded using any of the units defined in the Material or Service records. The Main Unit specified on the card is transferred to the slip by default. 

Unit Price: The unit price of the demanded material or service. 

Currency: The pricing currency which will apply for the transaction in line is specified in this field. 

Exchange Rate: The exchange rate of the pricing currency. 

Unit Price (PC): The unit price in pricing currency of the demanded material or service. 

Vat Rate: The VAT rate which will apply for the transaction in line. 

Vat Amount: The VAT amount which will apply for the transaction in line. 

Amount: The line transaction amount. 

Amount (TC): The line transaction amount in transaction currency. 

Status: Indicates the status of the demand line. When the slip is generated, all lines of the demand slip are in proposal status. The status of proposal slips cannot be modified by the user. 

Delivery Type: Indicates the delivery type of the demand on the line. The options are:

  • Sales Demand
  • Tender

The procurement type specified in the Material card is transferred by default into lines of material, material class, material set and asset types. This can be changed when recording the demand if necessary. 
Alternative Material Usage: If the material or service demanded in the slip line has an alternative, this field is used to specify how the alternative material will be used to fulfil the demand. The field contains the following options:

  • Do Not Use Alternative
  • Use One Type of Material
  • Use One Type of Alternative
  • All

When Do Not Use is selected, alternatives are not used. 
When Use One Type of Material is selected and if the inventory contains both the required and the alternative material in insufficient quantities, only the material with the highest quantity will be used for demand delivery.  
When Use One Type of Alternative is selected, the alternative that fulfils the whole or majority of the demand is used. If there is no alternative fulfilling the whole demand in stock, and if the alternative fulfils the major part of the demand, the delivery transaction is performed through this material.
When "All" is selected, both the material and all alternatives can be used to deliver the demand. 

Reservation: This option indicates whether the quantity, which is demanded for the material / service / asset / material (class/set) specified the line, will be reserved in the warehouse that is selected for the slip (general). You must check this option if the quantity should be reserved. The reservation default value is saved in the Sales Management defaults and parameters of the System Settings module. 

Line Auxiliary Code: The auxiliary code of the Demand Slip is used to group the slip lines and filter a group of information when generating reports and to display the totals of the grouped information. This field can be used to record any necessary information that is not included in the slip. Line Aux. Code that is entered in the line is different from the Aux. Code located at the top of the slip. The Aux. Code located at the top is a code pertaining to the slip general, while the Line Aux. Code is used to group transactions. Filtering can be done by Line Aux. Code information in all slip reports. However, the application does not sort the slips by Line Aux. Code. 

Delivery Date: The delivery date of the demanded material or service. 

Requester Registry No: This field is used to enter the person making the demand on the slip. 

Department: This field contains information regarding the demanding department. 

Payment Type: Indicates how the amount of the ordered material or service will be paid on demand lines with Sales Order type. Recorded payment plans are listed, and the related definition is selected, or a new definition is recorded. 

Description: The description of the demand line. If the demand lines are the result of planning, the source planning record will be displayed on this field.
Information related to demanded materials or services is recorded by clicking the Save button. The recorded slip is listed on the Demand slips list along with slip date, slip number, document number, approval info, division, department, plant and warehouse column information.
Demand slip approval and delivery transactions are recorded using the menu options located in the right click menu of the Demand Slips list. 

Warehouse: This field is used to specify the target or source warehouse if the material on the line enters from or exists to another warehouse than the one specified on the slip title section. The warehouse selected on the slip title section is transferred as default into the warehouse field of slip line. Defined warehouses are listed, and the related warehouse is selected. Warehouses entered on the demand slip lines are directly transferred into the order slip. 

Salesperson Code, Description: Indicates the employee who will perform the sales transaction. Recorded employees are listed, and the related definition is selected. 

Budget Status: Used to specify the budget status for the demand transaction on the line if the budget feature is used. The field contains the following options:

  • No Control
  • Sufficient
  • Insufficient
  • Partially sufficient

Org. Unit: The organizational unit code of the transaction in line.