TAT Code Hierarchy in Sales Order, Direct Bill, Credit Note and Retail Sales Entry

• TAT codes are assigned to every product on each order line in Order Entry (ibis_oe30), Invoice Direct Bill & Credit Note Entry (ibis_in41) and Retail Cash Counter Invoice Entry (ibis_rs41).

• TAT codes are found in the Transaction Analysis Table which is maintained in Invoice TATs (ibis_in02) view. TAT codes are defined by a series of "Yes/No" responses to questions related to the updating of sales analysis totals and inventory balances.
  • For example, certain order transactions, such as orders for no charge replacement of goods, have a different effect on sales analysis files and inventory balances. A no-charge invoice reduces the product quantity on-hand but does not update the sales dollar fields in the sales files.

• The Invoice & Credit Note Update (ibis_in43) program examines the TAT flags for each order detail line and updates sales and inventory files accordingly.

The following list identifies the TAT code hierarchy used OE30/IN41/RS41:

1. When the product has a TAT code in the Products (ibis_ici1.im13) view and that product is added to an order in OE30/IN41/RS41, the TAT code defaults to the TAT code for the product from IM13.

2. If the product does not have a TAT code assigned in IM13, when the product is added to an order, direct bill or credit note, the TAT code defaults to REG.

3. If you change the TAT code on an order line, the new TAT code is used on every following line for the entire order unless you manually change the TAT code again. When you close the order and open the order at a later date, the TAT code from the last line entered is the TAT code assigned to any new lines on that sales order.

4. When you create an Estimate order in OE30, the TAT code defaults to the TAT code assigned to the product in IM13.

5. When you create a Draw order, the TAT code always defaults to REG.

6. If you create a transfer in OE30 (either direct or warehouse), the TAT code defaults to TRN or WHS.