Determination of Sales Documents

Use

This function is used to determine sales documents that have been created for a business partner.

Integration

It is part of central access and is accessed as follows under Order :

Function	Menu path
Central access	Logistics → Advertising Management → Sales → Order → Central Access

Prerequisites

You want to determine whether sales documents have been created for a sold-to party.

You have already determined the sold-to party master data or want to determine this data using unique selection criteria.

You have made the following settings in Customizing:

Define	Menu path
General settings: Define the tab page or validity period Settings for sales document determination: Determine sales documents without specifying the business partner number, take account of legacy orders or propose a variant for the item overview.	SAP Media → Advertising Management → Sales → Order → Client-Specific Settings → Make Settings for Central/Standard Access/Classified Order Entry

You can make central access settings for each user group in the Make Settings for Central/Standard Access/Classified Order Entry Customizing activity. Settings for user group * (asterisk) apply to all users for whom no user parameters have been recorded and who have not been assigned to a user group or who belong to a user group for which no settings have been defined.

The system determines the settings for the respective user as follows:

If user parameters have been recorded for the user, the system first attempts to determine settings using the values that have been specified here.
If no user parameters have been recorded for the user, the system determines the settings using the values that have been defined for the user’s user group in Customizing.
If no user parameters have been recorded for the user and none can be determined using the values for the user group, the system determines these values using the entries that have been made for user group * (asterisk)

You should record the following values to define a tab page or a validity period:

Definition	Parameter ID	Parameter value	Default setting
Tab page	JHZ	00	All items tab page
	JHZ	01	Ad tab page
	JHZ	02	Ad insert tab page
	JHZ	03	Service tab page
	JHZ	04	Commercial tab page
	JHZ	05	Distribution tab page
	JHZ	06	Online tab page
Validity period	JK3	Freely definable	Start date, number of days before today’s date
	JK4	Freely definable	End date, number of days after today’s date

Features

Selection

The following selection criteria are available to you on the selection screen that allow you to determine which sales documents have been created for a business partner:

Sales document data

General data
Cross-item type and item type-specific data

Validity period

Sales document data

You can determine sales documents for a media customer using document items that have been created as follows:

Tab page	Display
You have chosen the Ad tab page on the selection screen.	All ad items that match the given selection criteria are displayed in the item overview.
You have chosen the Ad insert tab page on the selection screen.	All ad insert items that match the given selection criteria are displayed in the item overview.
You have chosen the Commercial tab page on the selection screen.	All commercial items that match the given selection criteria are displayed in the item overview.
You have chosen the Distribution tab page on the selection screen.	All distribution items that match the given selection criteria are displayed in the item overview.
You have chosen the Online tab page on the selection screen.	All online items that match the given selection criteria are displayed in the item overview.
You have chosen the Service tab page on the selection screen.	All service items that match the given selection criteria are displayed in the item overview.
You have chosen the All items tab page on the selection screen.	All document items that match the given selection criteria are displayed in the item overview.

Note Note

You define which central access tab pages are defined in Customizing or in the user parameters.

End of the note.

If you do not specify a sales document type on the selection screen, the system displays all document items of the item type specified regardless of the sales document type.

You must specify a sales organization, distribution channel and division during selection. Selection is sales area-dependent.

Validity period

The system defines the start and end date of the validity period. You define how the validity period is defined when you access central access in Customizing or in the user parameters.

If you have not defined the validity period in the user parameters, the start date corresponds to today’s date that is backdated by one year. The system defines the end date as 31.12.9999. You can change the start and end date.

During selection, the system determines all document items with publication and performance dates that fall within the validity period specified.

If you have entered a publication period with a start or end date that falls within the validity period for a document item, the system determines this document item.

If you have selected the Search without BP no . indicator in Customizing, you can determine a sales document without using the identification key for a business partner.

Editing functions

The following functions for creating and editing sales documents are available to you on the selection screen:

Function	Use	Prerequisite
Sales document creation	Access the initial standard access screen from the central access selection screen and create a sales document.	The system copies the sold-to party identification key from the selection screen into the initial standard access screen. You have entered the sold-to party identification key and chosen Order → Create.
Create items	Access the order item level directly from the central access selection screen and create an item. The system selects the item type that you chose by selecting its tab page during selection.	You have specified the sales document type on the selection screen or recorded a value for the sales document type in the user parameters. You have entered the sold-to party identification key and chosen Item → Create.
Display sales summaries	Access the sales summary for a media customer from the central access selection screen and display all sales support information.	Display the sales volume and the business partners involved in the orders for a media customer. You have chosen Environment → Sales summary.
Access classified order entry	Access classified order entry from the central access selection screen and create an ad item.	Enter a classified ad for an occasional customer that was accepted by telephone. The system has not defined the address data for the sold-to party from central access in classified order entry. You have chosen Environment → Classified order entry.
Access order lists	Access the order lists in the Sales application level from the central access selection screen and evaluate the sales documents.	Determine all document items for which a media customer has made a complaint or all sales documents in which a sold-to party has adopted a particular role. You have chosen Environment → Order lists.
Change currencies for a business partner	Access a table from the central access selection screen and trigger a currency change for the specified media customer.	Change the currency in the business partner master data and change a particular date in sales documents for a business partner. You have chosen Environment → Change BP currency.