Display Sales Documents in an Item Overview

Use

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

Integration

It is part of central access that is accessed as follows:

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

Prerequisites

A sales document that was created for a business partner is to be determined so that complaints or cancellations can be entered or sales documents created using the copying functions. You have entered unique selection criteria.

Features

Display

Sales documents that match the given selection criteria are displayed in a table. Sales documents are sorted in ascending order by sales document and item number. You can also sort these using the Sort function.

The system displays document items as follows in the sales documents:

Selection screen	Item overview
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.

Editing functions

The following functions are available to you for creating and editing sales documents:

Function	Use	Prerequisite
Create sales documents	Access the initial screen in standard access from an item overview and create a sales document.	The system copies the sold-to party identification key from the item overview into the initial standard access screen. You have chosen Order → Create.
Create sales documents with a template	Access an item detail screen in document processing from an item overview and create a sales document.	Copy one or more document items into a new sales document by specifying a copying variant without creating a document flow during this process. You have chosen Order → Create with template.
Create sales documents with template repetition	Access an item detail screen in document processing from an item overview and create a sales document.	Copy one or more document items into a new sales document without specifying a copying variant without creating a document flow during this process. You have chosen Order → Create w.templ.rep.
Create sales documents with reference	Access an item detail screen in document processing from an item overview and create a sales document.	Copy one or more document items into a new sales document by specifying a copying variant and create a document flow during this process. You have chosen Order → Create With Reference.
Change sales documents	Access the header detail screen from an item overview and change a sales document.	Change the discount that you have entered at header level. You have chosen Order → Change.
Create document items	Access an item detail screen from an item overview and create a new item.	Create a new item for a sales document. The system selects the item type that you chose by selecting its tab page. You have chosen Item → Create.
Change document items	Access an item detail screen from an item overview and change a sales document.	You want to change the ad spec data for an ad item. You have chosen Item → Change.
Bill billing datasets	Access the billing overview from an item overview and perform billing for a billing dataset in dialog.	Bill all billing datasets that have been generated for a sales document. You have chosen Order → Billing.
Change address data	Access the overview screen in central address management from an item overview and change a business partner address.	Create a relocation or additional address for a sold-to party. You have chosen Environment → Change address.
Display sales summaries	Access the sales summary for a media customer from an item overview and display all sales support information.	Display sales volumes and business partners involved in orders for a media customer. You have chosen Environment → Sales summary.
Access order lists	Access the order lists in the Sales area from an item overview and evaluate the sales documents. The order lists that you are offered in an item overview depend on the tab page that you have chosen on the selection screen.	Display 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 an item overview and trigger a currency change for the media customer specified.	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.
Change currencies for a sales document	Access a dialog box from an item overview and change the currency in the sales document specified.	Change the currency in a particular sales document. You have chosen Environment → Change BP currency.