Sales Documents Flashcards
Sales Document levels
• Header Level (Table VBAK) • Item Level (Table VBAP) • Schedule Line (Table VBEP)
Header Level
Responsible for master data such as customer material master as well as sales area and organization data.
Item Level
Responsible for material item data such as order quantity, and material master data. • Controlled by the item category settings of the SAP Customizing Implementation Guide
Schedule line
Responsible for delivery dates and delivery quantity. This is controlled by the schedule line item category settings of the SAP Customizing Implementation Guide.
Business Data
Table (VBKD) Can exist on Header level or item level Ex: Incoterms for the sales order, which are copied from the ship to party master data into the sales order header business data. This header business data applies to all items on the sales order. • You can change business Data for one of the order items even after having a header business data. Thus we have item business data.
Sales order
Contractual agreement between a sales org and a customer (sold-to-party) for supply of services or products over a specific period of time and in certain quantities • Sales order pulls master data from the customer master record and the material master record of a specific sales area. This data is then manipulated into context according to the sales document type, item category, and schedule line category • Can be created with reference to a preceding document, in which case data from preceding document is copied into the new document. • sales order data is transferred into delivery document upon creation using additional delivery or shipping information for the delivery note. Following goods issue, the information is passed onto billing, if billing is necessary
Standard quotation
QT
Standard sales order
OR
Standard delivery
LF
Standard invoice
F2
Number ranges
• A number range is assigned to a document type • Also used for master data objects such as customer master records • Two forms of number ranges, Internal and External - Internal, system proposes the number range and next available number - External, system allows user to specify a number that has not already been used and is within the number range for the object • Manually transported through clients Ex: number range “01” or “A2”
Client
The environment you are working in. • Generally, companies have a system with a client for each environment • If you transport a number interval from one client to another, the intervals you have in the client you are exporting to will be deleted first, then the number range and assigned status will be created in the new client.
Item Proposal
List of materials and order quantitites that are regularly ordered together by a customer.
- Sales-area-sepcific
- Can be referenced when creating the sales order
- Speeds up order entry time
- Items may be related or unrelated
Bill of material (BOM)
A record linked to a material that details the individual components that make up the material Ex: A computer may have a BOM. That consists of screen, keyboard, and processor
Sales Document Type Configuration: SD Document Category field
Controls how the system behaves. • Pre-determined in SAP and cannot be added to.
Sales Document Type Configuration: Sales document block field
Blocks sales document type
Sales Document Type Configuration: No. range int. assgt. Field
Internal number range key
Sales Document Type Configuration: No. range ext. assg. Field
External number range key
Sales Document Type Configuration: Item and sub-item increment on the sales order fields
The sequence in which items in the order are numbered
Sales Document Type Configuration: Document probability field
Used for quotations and orders. MRP based on this value.
Sales Document Type Configuration: Output application field
used in output determination, sets what outputs, are created
Sales Document Type Configuration: Screen sequence, display range, and function code fields
Control how the interface is represented in the sales document—that is, should you wish the system to propose a different screen for quotations than for orders, you change these entries • Function code determines which overview(or item list) screen users will see when they create a sales document for this type
Sales Document Type Configuration: Incompletion procedure field
Identifies which fields are considered incomplete if the values are null
Sales Document Type Configuration: Transaction group field
Controls the data to be updated in the respective tables for each transaction of the respective document type
Sales Document Type Configuration: Document pricing procedure indicator
Determines what pricing procedure the system will use in this sales order
Sales document levels
• Sales document header, controlled by the sales document type • Sales document item, controlled by item category • Sales document schedule line, controlled by the schedule line category
Sales document keys
• When creating a new document type, one should always reference the document type that is the closest match to the one you’re aiming to create • When you want to change an SAP document type, if’s better for you to copy the document type and assign it a new name in the customer name range
Copy Control
Rules that determine the data that is copied and the order types that may be copied into corresponding delivery types
Sales Document Type Configuration: Reference mandatory field
If a reference is mandatory
Sales Document Type Configuration: Check division field
Division of the material or item
Sales Document Type Configuration: Item division checkbox
Check with an error message to see if this division is equal to the header
Sales Document Type Configuration: Read info record checkbox
System should read customer material info record, should one exist
Sales Document Type Configuration: Credit limit check field
Checks credit limit
Sales Document Type Configuration: Check purch order no. Field
Checks purchase order number
Sales Document Type Configuration: Commitment date field
• Will be recalculated if changes are made to the material, quantity, requested delivery date, or delivery time
Sales Document Type Configuration: Quotation messages and contract messages fields
Checks to see if the item in question, is available on any other quotations or contracts for the sold-to-party
Sales Document Type Configuration: Doc. pric. procedure field
determines which pricing procedure to use
Sales Document Type Configuration: Status profile field
Assigns a status profile to a particular document type. It is also assigned to the item category level.
Sales Document Type Configuration: Message Mast. Contr. Field
Checks to determine if any master contracts exist while you are creating a document type “contract”
Sales Document Type Configuration: ProdAttr. Messages field
• System can error or warn to check manually entered products for the attributes to see if the ship to party accepts them. • In the case of automatic material entry, such as material determination, this check is ignored
Sales Document Type Configuration: Incomplet. messages checkbox
System will inform you at the time of saving that the document is incomplete, however you can still save the document
Sales Document Type Configuration: Corr. delivery type field
Used for scheduling agreements
Sales Document Type Configuration: Use field
Used to indicate on the sales order what the customer uses the material for. Entry will be copied onto all items, or it may be placed into items individually in the sales order
Sales Document Type Configuration: MRP for DivSchType
Used for scheduling agreements in order for them to set if the system should use just in time (JIT) processing or forward the demands on to material requirements planning(MRP)
Sales Document Type Configuration: Delivery block field
Can be set automatically for scheduling agreements
Sales Document Type Configuration: Delivery type field
Describes the type of delivery to be used
Sales Document Type Configuration: Delivery block field
Blocks delivery
Sales Document Type Configuration: Shipping condition field
• Proposed by the customer master record • If an entry already exists in this field, it takes precedence over customer master data • Determines the shipping point
Sales Document Type Configuration: Immediate delivery field
Creates a delivery immediately after saving the sales order • The delivery is not completed and the picking, packing(if relevant), and goods issue must still be carried out
Sales Document Type Configuration: Div-rel. billing type field
Shows that this document is relevant for invoicing and for delivery-related invoicing. The system automatically uses invoice document type F2
Sales Document Type Configuration: Order-rel bill type field
System uses invoice document type F2 for automatic processing
Sales Document Type Configuration: CndType line items
Determines the costing of the line item; it must be equal to the condition type allocated on your pricing procedure
Sales Document Type Configuration: Billing plan type
2 options • Periodic billing, where the entire value to be billed to date is billed in full on the bulling plan date • Milestone billing, where total value to be billed is distributed between the individual billing plan dates
Sales Document Type Configuration: Intercomp bill. Type
Inter-company billing document type for automatic processing is IV
Sales Document Type Configuration: Paymt guarant. Proc
Indicates to the system what form of guarantee procedure to use for this sales document. These are risk management.
Sales Document Type Configuration: Billing block
• Blocks billing • It’s a safety feature
Sales Document Type Configuration: Paymt card plan type
Allows your system to accept payment cards in the sales order process
Sales Document Type Configuration: Lead times in days field
H
Sales Document Type Configuration: Propose deliv date checkbox
J
Sales Document Type Configuration: Date type
J
Sales Document Type Configuration: Propose PO date
J
Sales Document Type Configuration: Prop.f.pricing date
J
Sales Document Type Configuration: Prop.valid-from date
D
Sales Document Type Configuration: Propose PO date field
Proposes the current date as purchase order date
Sales Document Type Configuration: PricProcCondHeadr field
Refers to contract conditions at header level
Sales Document Type Configuration: PricProcCondItem field
Refers to contract conditions at item level
Sales Document Type Configuration: Contract profile field
Default setting that will propose default data into the contract you are creating
Sales Document Type Configuration: Billing request
Field associated with contracts
Sales Document Type Configuration: Group Ref. procedure field
Used for master contracts to determine which data is to be copied or proposed into lower-level contracts Referencing procedures are configured with master contracts
Sales Document Type Configuration: Contract data allwd. Field
Controls what data is copied over contract item data from header data If you don’t want contract data for the sales document type, leave this field blank
Sales Document Type Configuration: FollUpActivityType
Used to assist an initiate in the speedy creation of a sales activity work list, such as a follow-up phone call or follow-up sales letter
Sales Document Type Configuration: Subseq order type
Used should you define a follow-up action for the contract Ex: if you wish your contract to create a quotation for a new contract one week before the contract end date, you would specify what type of quotation document type that would be
Sales Document Type Configuration: Check partner Auth. Field
Used by the system to check the partner type creating a release order against the contract Only partner function AG or AA as well as higher-level partners in a hierarchy are allowed to create release orders
Sales Document Type Configuration: Update low. Lev.cont field
Update lower level contracts, should the data you are changing be the master contract.
Sales Document Type Configuration: Business transaction field
Used by the system to signal that communication must take place with the APO system to determine the ATP of this sales document type
APO
Advanced Planner and Optimizer Additional software component offered by SAP to allow business to plan procurement and production
General info 1
Sales document types can be assigned to specific sales areas
General info 2
You can assign reference sales orgs as well as reference distribution channels and divisions to different sales documents
Order reasons
Helpful in determining the trigger which creates the sales order(may also be used for analysis on order entry) Ex: “sales call”, “good price”, for order reason. “Poor quality”, and “material damaged” for processing returns Created for standard order cycle, return cycle, and other sales processes Can be assigned to the incompletion log for the particular sales order
LIS
Logistics Information System
General info 3
You can define purchase order types for sales documents • Useful for sales analyses
Sales Item Category Configuration: Item category field
Controls the sales document flow and determines the schedule line category. • Affects delivery and billing process • Automatically determined by the system, but can be changed manually in the sales document after • Used by the system in conjunction with MRP type of the material to determine the requirement type or requirements class, which primarily controls the execution of the availability check and the transfer of requirements
Sales Item Category Configuration: Item type field
Controlling indicator to the system
Sales Item Category Configuration: Completion rule field
Used to determine when the item is deemed to be complete If you wish to utilize these rules, you must ensure you have set the update document flow indicator in copy control
Sales Item Category Configuration: The special stock indicator field
Set for items that are processed as special stock Ex: Consignment stock
Sales Item Category Configuration: Billing relevance field
Works in conjunction with billing type flags to determine if item is relevant for delivery-related or order-related billing
Sales Item Category Configuration: Billing plan type field
Defines if the item does milestone or periodic billing
Sales Item Category Configuration: Billing block indicator
Used to block each item of this category for billing
Sales Item Category Configuration: Pricing indicator field
Used by the system to propose if the item category is relevant for pricing
Sales Item Category Configuration: Statistical value flag
If you want the system to calculate the total values of all items at header level or not
Sales Item Category Configuration: Revenue recognition input field
Specifies the revenue recognition category for this item—for example, revenue is recognized at the same time as the invoice was created
Sales Item Category Configuration: Delimit. Start Date field
Used to determine the start date of the period in which revenues are to be recognized
Sales Item Category Configuration: Business item checkbox
Used to flag if the system should allow the item business data to differ from the business data at header level
Sales Item Category Configuration: Sched. Line Allowed checkbox
Schedule line allowed is used to determine if this sales item category is allowed a schedule line Determines if the item is relevant for schedule lines and therefore delivering or not
Sales Item Category Configuration: Item relev. for dlv field
Indicates to the system to copy the item from the sales order into the delivery note Should not be set for standard item because standard item hasca a schedule line and thus be able to be determined as delivery-relevant
Sales Item Category Configuration: Returns checkbox
If it’s a return item
Sales Item Category Configuration: Wght/Vol. Relevant checkbox
Tells the system if weight and volume is relevant and if the system should calculate these fields for these characteristics
Sales Item Category Configuration: Credit active checkbox
Indicates that this item is relevant for credit control updating and credit statistics
Sales Item Category Configuration: Determine cost checkbox
Tells the system to use the condition type VPRS on the pricing procedure to indicate the cost price of this item
Sales Item Category Configuration: Autom.batch determ.
Tells the system to carry out batch determination for this item at the time of the sales order Batch determination is the process whereby one allocates a material batch to an item. This can happen at the time of the order, at the time of the delivery, or even in the warehouse management module. A batch refers to a quantity of material that shares the same characteristics. For example, if you are making blue paint, the color might be slightly variable based on the production batch, so customers may want to order the blue paint from the same batch.
Sales Item Category Configuration: Rounding Permitted checkbox
Rounding is set in the customer material info record or the material master record and allows the system to round up or down in the order quantity, to make a specific package size. A materials base unit of measure is one unit. Sales orders must create orders in layers, where one layer is equivalent to 5 units. So the system would round the order quantity of 2 units to 5 units in the sales order.
Sales Item Category Configuration: Order qty = 1 check box
should you wish your sales item to be limited to a quantity of one per line item
Sales Item Category Configuration: Incompletion Proced. field
Same as in a Sales Document type configuration
Sales Item Category Configuration: Partner and text determination procedures
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Sales Item Category Configuration: Item category statistics group
Used by the logistics information system to indicate which item categories are relevant for statistical updating–for example, sales reporting. You can assign statistics groups to each of the following: Item category, sales document type, customer material, shipment type, and transportation service agent. When you generate statistics in the logistics information system, the system uses the combination of specified statistics groups to determine the appropriate update sequence.
Sales Item Category Configuration: Screen Seq. Grp field
Used to control which screens you see when displaying a line item
Sales Item Category Configuration: Status profile field
Indicates a status profile, may be assigned at header or item level
Sales Item Category Configuration: Create PO Automatic. checkbox
an indicator for ALE to enable automatic creation of a purchase requisition and purchase order for third-party items
Sales Item Category Configuration: Value contract matl field
useful for copying the material-relevant data such as tax determination, you can put a material number here
Sales Item Category Configuration: Contract Release Ctrl
If the value contracts target quantity is exceeded, the system will respond according to the indicator set in this field
Sales Item Category Configuration: Repair proced. field
indicates the repair procedure that will be used for this item, which in turn determines which sub-times may be created in a sales order.
Sales Item Category Configuration: Billing form field
determines how resource-related billing items are invoiced
Sales Item Category Configuration: DIP Prof. field
Dynamic Item Processor Profile, used to calculate and summarize items to be billed for resource-related billing
Item Category determination
Done by the item category group field of the material master record as the main indicator Item category group + sales document + usage of the item category + an indicator for higher-level item exists = item category in the sales document
Item Category info 1
Item Categories are created first and then assigned
Item Category Groups info
The component of the material master that determines the item category in the sales order It is possible to create your own Item Category Group Item Category Groups can be assigned to material type as default. Thus each material you create that is based on a particular material type, can have a defaulted item category, which can be manually changeable in the material master record.
Item Category usage
Defined by SAP when creating a sales order
Higher-level item
Finds a high-level item category by looking at any linkage of items and then tracing back to the main item category Ex. A BOM has an item category group of LUMF and item category of TAP for the standard item of the BOM, which is the higher-level item and item category of TAN for the sub-item sub-items may sometimes be able to be sold as normal items if sold alone, in which case item category group would be NORM
Schedule line categories
Controls the material requirements planning and the execution in shipping Determined by the item category and the MRP type on the material master record of the item. It is possible for items with a schedule line to not be relevant for a delivery
Schedule line category fields
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Schedule line category configuration: Delivery block
Determines whether a delivery block is automatically created for the schedule line category created
Schedule line category configuration: Movement type
Represents inventory movement. Ex: movement of stock between plants has a movement type which is different from the movement of stock for a customer sale. Leave this field blank for items where no stock movement happens
Schedule line category configuration: Movement type 1-step
When two goods movements need to happen for a schedule line category. Ex: In a stock transfer, stock from one plant and another movement for the receipt of the stock into another plant
Schedule line category configuration: Order type
The assignment of the purchase requisition type to the schedule line, which allows the system to automatically create a purchase requisition for this schedule line category. Used for third-party sales Ex: Customer places the order with you, but you need to buy the material from your supplier for delivery to the customer. The system can automatically create the purchase requisition to purchase the material from the supplier.
Schedule line category configuration: Item category
Not to be confused with the sales document item category. This is the item category of the purchasing document/requisition.
Schedule line category configuration: Account assignment category
Used to determine which account assignment is necessary for the item
Schedule line category configuration: The item relevant for the delivery indicator
Must be set to indicate to the system that this schedule line category is delivery-relevant
Schedule line category configuration: Purchase requisition delivery scheduling
indicator you must set, should you want the system to re=determine the delivery dates of the schedule line based on the expected receipt times generated from the purchase requisition.
Schedule line category configuration: The incompletion procedure
used to assing the fields that render a schedule line incomplete
Schedule line category configuration: The requirements/assembly indicator
Used to transfer the requirements for the material to production
Schedule line category configuration: The availability check indicator
used by the system to determine if this item is relevant for availability checking.
Schedule line category configuration: Product Allocation
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Schedule line category: Naming convention
First Character A - Inquiry B - Quotation C - Sales Order D - Returns Second Character T - No inventory management X - No inventory management with goods issue N - No planning P - MRP V - Consumption-based planning
Schedule line category determination
Item category of the sales order line item + MRP type found on the material master, MRP 1 screen, of the material master record. The schedule category may be changed manually to any of the manual options.
Copy Control
Used to determine what document types, item categories, and schedule line categories(the three tiers of the sales order) may be copied into each other
Standard Sales Order Process
Quotation -> Sales Order -> Delivery -> Invoice
Standard Returns Process
Invoice -> Returns Sales Order -> Returns Delivery -> Credit for Returns
Standard Credit Memo Process
Invoice -> Credit Memo Request -> Credit Memo
Copy Control Info 1
When you copy a sales document type to a new sales document type, the system automatically creates the copying control rule to be equivalent to the item you are copying Same for Item categories and schedule line categories
Copy Control Info 2
Copying rules are set up at the header level for sales, delivery, and billing documents
Copy Control SD to SD Header fields: Source Document type
Source sales document
Copy Control SD to SD Header fields: Target Document type
Target sales document
Copy Control SD to SD Header fields: Copying Requirements
Rules or certain criteria that must be met before copy can take place
Copy Control SD to SD Header fields: Data Transfer
“051” Copies the general header data between sales documents “102” Copies the header business data between sales documents “001” Copies the header partners between sales documents
Copy Control SD to SD Header fields: Copy Item number
Used when you copy the entire previous document into a new document; the same header and item numbers you had will be copied
Copy Control SD to SD Header fields: Complete reference
Useful in copying legally approved quotations into a sales document. Restricts the user into copying the entire document as opposed to partially copying data.
Copy Control SD to SD Item fields: ItemCat Proposal
Item category that is being proposed to be copied
Copy Control SD to SD Item fields: Copying Requirements
Rules or certain criteria that must be met before copy can take place
Copy Control SD to SD Item fields: Data Transfer
“151” Copies the general item data between sales documents “102” Copies the item business data between sales documents “002” Copies the item partners between sales documents
Copy Control SD to SD Item fields: FPLA
Routine that checks that certain Billing plan requirements have been met and then copies the relevant billing plan data onto the proceeding document
Copy Control SD to SD Item fields: Copy Schedule lines checkbox
If you wish the data of item’s schedule line to be transferred to the new document. Make sure to create the schedule line copy control rules as well.
Copy Control SD to SD Item fields: Update document flow option
permits you to force the system to create a document flow record when a tranfer of data happens at the item level from one document to another. document flow is always useful between related documents.
Copy Control SD to SD Item fields: Do not copy batch checkbox
if you do not want the system to copy the batch number of the material into the following document
Copy Control SD to SD Item fields: Configuration option
Used for the item category representing the main item of a configurable product. (A configurable product is a basic product that can be configured by the customer to their specific requirements)
Copy Control SD to SD Item fields: Reexplode structure/free goods checkbox
Used when you wish the system to redetermine the bill of materials in the sales document.
Copy Control SD to SD Item fields: Positive/negative quantity option
Used for document flow if you have specified the completion indicator on the item category. Can be left blank for SD to SD copying but useful for quotes.
Copy Control SD to SD Item fields: Copy Quantity
Forces the system to copy the quantity of the field best suited for the document type being referenced.
Copy Control SD to SD Item fields: Pricing type
Has to do with how pricing condition types are set up
Copy Control SD to SD Item fields: Cont. item copy mode
Governs the copy control for materials in value contracts
Copy Control SD to SD Item fields: Copy product selection option
Should be left blank if you want the system to carry out a new product selection in the target document
Copy Control SD to SD Schedule line fields: SchdLneCatProposal
Schedule line category for Target Sales doc
Copy Control SD to SD Schedule line fields: Data Transfer
Used for general schedule line data transfer routine
SD copying to Delivery Document
There is the same header data and item data but no schedule line data. Schedule line data is not copied into the delivery because the delivery item is a result of the schedule line and replaces the schedule line.
Copying SD/Delivery to Billing Document header data: Copying Requirements
Rules or certain criteria that must be met before the copy can take place
Copying SD/Delivery to Billing Document header data: Determ.export data
Identifies if the export data must be redetermined in the billing document. Useful if there is a large time lag between the sales document, delivery , and billing document creation.
Copying SD/Delivery to Billing Document header data: Reference number
Passed onto accounting. Makes clearing easier in finance. It may be the customer’s purchase order number.
Copying SD/Delivery to Billing Document header data: Copy item number checkbox
Used when the source document item number is to be copied into the billing document
Copying SD/Delivery to Billing Document Item level: Copying Requirements
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Copying SD/Delivery to Billing Document Item level: Data VBRK/VBRP
Used to split deliveries into more than one invoice, or to group deliveries into a single invoice. Useful if one invoice should be created from a single delivery.
Copying SD/Delivery to Billing Document Item level: Billing quantity
The quantity you wish to use for billing. In delivery-related billing from a sales order, it should usually be set as a B, indicating delivery quantity, less invoiced quanitity
Copying SD/Delivery to Billing Document Item level: Pos./neg. qauntity
Determines how the value taken from the source document will affect the billing documents.
Copying SD/Delivery to Billing Document Item level: Pricing type
Governed by the same rules as in the sales document
Copying SD/Delivery to Billing Document Item level: Pricing exchange rate type
Used by the system to determine which date to use as the basis for the exchange rate
Copying SD/Delivery to Billing Document Item level: Cumulate cost checkbox
Used to determine if the cost is to be rounded up from the sub-items to a main item. Ex: in bills of materials to determine if the costs are passed up to the header item.
Copying SD/Delivery to Billing Document Item level: Price source field
Used to determine where the system obtains its pricing values. Leaving the field blank indicates the values are taken from the sales document
Billing Document Copying Info
When copying from one billing document to another billing document, copying control rules must be maintained
Sales Document info
Enter the respective delivery/billing document type in the respective sales document type when configuring the sales document type Ex: if you have a type of order-related billing you specify that billing type ZF2 must be used for this order type by entering ZF2 on the configuration of sales document type ZOR
Special Sales Document Types: Quotation
Comes before the sales order and after inquiry. Used as a proposed agreement of a price and quantity for a particular material or service for a particular date. Most have a validity date. Can have pricing and schedule lines. Can have output assigned and credit checks assigned. Can determine if the material will be available at the right time for the customer at the right price. May be copied into a sales order Can copy the pricing elements, header data, item material, and order quantities into the sales order Sales document category B
Order Probability
Order probability percentage from the customer master record + the order probability percentage of the sales document type = order probability percentage and refers to the likelihood the quote becomes an order
Special Sales Document Types: Cash Sales Process
Customer places the sales order and picks up and pays for the goods at the same time. System automatically proposes the current date in the sales order as the date for delivery and billing Ex: When you walk into a store and purchase goods System creates a delivery automatically and prints out a cash sale invoice. Cash sale invoice is a paper form. The delivery can be relevant for picking. If the delivery is not relevant for picking, then the goods issue can happen automatically in the background so the invoice can be created. There is no accounts receivable postings from the billing document associated as the customer has already settled the invoice. Invoice amount is posted directly to cash account.
Special Sales Document Types: Rush Order Process
The customer places the order and collects the items immediately, or the materials are shipped immediately. Customer is invoiced later. System automatically creates a delivery when the sales order is saved. No invoice is printed. Instead, the system follows the standard procedures for creating the billing document. The rush order and cash sale process utilize the shipping conditions passed on from the sales document. The shipping conditions are used to determine the shipping point and route. Rush order differs from Standard order in that it has an immediate delivery creation. This delivery may still need to progress through the logistics process of picking, packing, loading, and goods issue processing.
Special Sales Document Types: Credit Process
1st type, Customer returns previously purchased products and requires a credit. 2nd type, Customer is credited without returning any goods. You can set a billing block that may be released by an authorized person prior to the billing (credit) being carried out. It is the billing (the credit note) that credits the customer’s account in accounts receivable. You should set a mandatory indicator that the credit memo request may be created with reference to an invoice. Also ensure the document flow checkbox is checked in the copy control rules to ensure you have a history. Make mandatory to enter an order reason on the credit note to explain why credit was given. Standard item category is G2N.
Special Sales Document Types: Debit Process
Used when a customer is undercharged for a material or service. Debit memo request is created an invoiced using standard billing procedures. There is no movement of material. You can automatically set a billing block that may be released by an authorized person prior to billing being carried out. You should set a mandatory indicator that the debit memo request may be created with reference to the invoice with the problem. Activate the document flow checkbox on the copy control rules Make mandatory to enter an order reason and mandatory in the document type incompletion procedure Standard item category L2N
Special Sales Document Types: The returns process
Similar to the credit process with the exception that a return delivery is created. Created with reference to an invoice, and an order reason on the sales document (add this an incompletion procedure) Activate the update document flow checkbox on the copy control rules, between billing (invoice) and sales document (return) Assign a billing block to the return order in the sales document header configuration to initiate a billing block automatically, in order to prevent a credit for returns being created. Indicate a shipping condition that is specifically used for returns. Standard item category is REN
Special Sales Document Types: Invoice correction request
Proposes a new way of processing complaints and issuing credit and debit memos. Document allows you to correct the quantity and or the price for one or more faulty items on an invoice Each invoice correction request is made in reference to an (mandatory) invoice. Each invoice correction request contains two items for each item in the invoice. - the first item is the value and quantity copied from the invoice, appears as the credit item - the second is the debit item, which represents the correct quantity and or value Set automatic billing block Billing document type assigned to the invoice correct request is order-related and document type G2 (Credit memo) Characteristic K Copy Control at Item Category level from the billing document to the invoice correction request must have the pricing type E
General Info 4
A delivery document is created based on data from the sales order A billing document is created based on delivery data
