12. Data Flow

Question 0

2. Create w/ reference (3):

Answer 0

1. Create w/ reference dialog box has 6 tab pages: inquiry, quotation, order, contract, sched agreement, bill doc
2. When you choose copy the complete doc is copied and if you choose item selection you can select items and change quantities before copying
3. To create w/ reference you must first config copying control

Question 1

1. Contents (2):

Answer 1

1. Data flow

2. Copying control

Question 2

3. Completion rule and reference status (4):

Answer 2

1. Status of each item in prev doc is updated separately depending on completion rule of item cat
2. Completion rule A: (e.g. inquiry item is “complete” as soon as it is referred in quotation, even if only partial vol is used as ref)
3. Completion rule B: (e.g. quotation item is not complete until total qty is copied to order otherwise quotation status is partially referred)
4. Item receives status completed if you enter reason for rejection

Question 3

4. Doc flow (5):

Answer 3

1. Ex: quotation - order - deliv - invoice - return - return deliv - return cred memo
2. Status overview can be displayed for each doc in doc flow
3. Order: delivery status
4. Outbound deliv: picking and bill status
5. Bill doc: posting status

Question 4

5. Copying control (6):

Answer 4

1. Sales doc to sales doc type: quotation to std order
2. Bill doc type to sales doc type: cred memo req to invoice
3. Sales doc type to deliv doc type: std order to deliv
4. Sales doc type to bill doc type: cred memo to cred memo req
5. Deliv type to bill type: deliv to invoice
6. Bill type to bill type: invoice to invoice cancellation

Question 5

6. Copying requirements (3):

Answer 5

1. Header level: 001 checks if sold to and sales area are the same in source and target doc
2. Item level: 301 checks if item to be copied has reason for rejection or completed status
3. Sched line level: 501 ensures only items w/ open qty greater than zero are copied