Modify Sold-to Parties During Order Entry

Purpose

This process describes how sold-to parties can be modified during order entry in the Customer Interaction Center (CIC) or in classified order entry.

Prerequisites

Customers are to be provided with price information during order entry without having to first provide personal data, such as name, address or bank details.

You want to provide a customer with a price for a classified ad that is placed by telephone.

Since sales documents cannot be entered without a sold-to party, you must enter an order and change the sold-to party.

Process Flow

  1. Create a dummy business partner as the sold-to party.

  2. Enter all the information required to determine a price.

  3. This information includes the booking unit, content component, publication date, ad text and any additional data required.

  4. Determine the price by confirming the item data and inform the customer accordingly.

  5. If the customer does not place the order as a result, the process is concluded with this step and you exit order entry without saving this order.

  6. If the customer does place the order, you can then ask the customer for their name and any additional information required to identify the business partner master data for this customer.

  7. If the customer has been created as a Media customer in the master data, the system replaces the dummy sold-to party with the new sold-to party when you confirm the business partner data.

  8. If the customer has not been created as a Media customer in the master data, you create the sold-to party as a Media customer in the master data at this stage.

The Create Media Customer in Dialog and Create Media Customer in the Background functions are available to you here. The system replaces the dummy sold-to party with the new sold-to party when you confirm the business partner master data.

If you are using standard access to enter orders, you must determine and create the business partner in a separate session. The business partner data number for the dummy sold-to party must be changed manually. You can also change the dummy sold-to party at header or item level by entering a new business partner number in the Sold-to party field.

Result

You have provided the customer with price information and created any orders required:

  • If you have not replaced the dummy sold-to party with a new sold-to party, you have terminated order processing and not created the order.

  • If you have replaced the dummy sold-to party with a new sold-to party, you have created an order and adjusted the sold-to party data accordingly to reflect this change.

See also: Modify Sold-to Parties