Collective Processing

Question 1

Worklists

Answer 1

When you want to create follow-up documents of sales orders you can often do this via collective processing.

First, select all the documents for which you want to create the corresponding follow-up documents. Second, create the subsequent documents.

Question 2

Split Criteria

Answer 2

Different ship-to parties in sales orders - No combination into a single outbound delivery

Different shipping points in sales orders - No combination into a single outbound delivery

Different payment terms in sales orders - No combination into a single billing document

You can maintain some of the criteria that affect the combination of documents in customizing.

Question 3

Collective Processing - Deliveries

Answer 3

The relevant sales orders can be selected by various criteria, like the shipping point and the delivery creation date. You receive a list of orders that meet your selection criteria. From the list, you can create the corresponding outbound deliveries.

Question 4

Examples for Creation of Outbound Deliveries

Answer 4

• The customer requires complete delivery - This adjustment means that all quantities of all items in a particular sales order should be delivered in a single outbound delivery.
• The customer does not require complete delivery - You can define a partial delivery agreement with the customer.
• The customer allows orders to be combined - This means that the customer allows items in multiple sales orders to be combined into a single outbound delivery during collective processing.

Combining items from different sales orders is only possible if the items have several common characteristics, for example, as follows:

• Shipping point
• Date that delivery is due
• Ship-to party
• Route
• Incoterms

Question 5

Collective Processing - Picking

Answer 5

To reflect picking SAP S/4HANA, warehouse tasks have to be created with reference to outbound delivery orders in SAP EWM

The warehouse tasks contain the materials and quantities to be picked, which correspond to the delivery quantities. Based on the data of the warehouse task, you can print the pick list for the warehouse clerk. This step can be carried out automatically.

Picking can be confirmed automatically or in a separate processing step. If automatic confirmation is not used, you can monitor picking by confirming the picked quantities manually.

Question 6

Collective Processing - Billing Documents

Answer 6

To speed up the process of creating billing documents, you can create multiple billing documents simultaneously by collective processing.

Question 7

Billing Options

Answer 7

To combine multiple items of the preceding documents (sales orders, deliveries) successfully, the items must have specific common characteristics. These characteristics are, for example, the billing date, the payer, and the terms of payment. The list of common characteristics is maintained in customizing.

• Invoice split - You have a sales order for which one outbound delivery has been created. If some of the above mentioned relevant characteristics of the preceding items are not the same, multiple billing documents are created.
• Separate billing document for each outbound delivery - You have a sales order for which two outbound deliveries are created. Two billing documents are created with reference to these.
• Collective invoice - You have two sales orders for which three outbound deliveries are created (for example, different ship-to party or partial delivery). A single billing document is created with reference to the outbound deliveries.