Sales Document

Definition

Unit that describes business transactions that are represented in the system for the sale of advertising services.

Use

Sales of advertising services are to be represented in the system.

Offers, orders, complaints or cancellations are to be represented using sales documents.

You require sales documents to create production and shipping orders (voucher copies), billing documents and contract and sales agent settlements.

Structure

Each sales document has several document levels.

The header , item, sub-item, schedule line, billing dataset and ad spec document levels exist in the system.

The number of document levels in a sales document varies according to the item type.

  • Each sales document has a document header and at least one document item.

Each document item usually has a sub-item, schedule line and billing dataset.

  • Document items of the service item type are the exception to this.

Each document item of the ad , online or commercial item types has one ad spec.

  • Each document item of the ad insert or distribution item type has at least one ad insert.

A sales document can include documents such as texts, graphics, photos and logos.

See also:   Document Management

You describe sales of advertising services in a sales document as follows according to the item type:

Document Level

Item Type

Data

Header

Independently of the item type.

Data that applies to all document items in the sales document.

This data is entered by the user and recorded on the tab page for the document header.

See also: Creation of Sales Documents

Item

AD, AI, OL,DT, CM, SV

Data that applies to a single document item and describes advertising services sold to a media customer. You have defined the item types available to you when you edit a sales document in Customizing.

Item data is entered by the user and displayed on the tab page for the item specified and the item overview at header and item level.

The item overview can be shown or hidden. Item type-specific and cross-item type overviews can be selected using a tab page or dropdown list. You define the display and selection of item overviews in Customizing.

See also : Creation of Document Items

Sub-item, schedule line

AD, AI, OL,DT, CM

Data that describes a document item in terms of production. The production view is displayed in a less detail at sub-item level than at schedule line level.

The system generates schedule lines and sub-items and displays data on the tab page for the specified sub-item or schedule line and the sub-item and schedule line overviews.

See also : Generation of Sub-Items

See also : Generation of Schedule Lines

Billing dataset

AD, AI, OL,DT, CM, SV

Data that describes a document item in terms of billing and settlement.

The system generates billing datasets and displays data on the tab page for the specified billing dataset and the billing dataset overview.

See also: Generation of Billing Datasets

Ad spec

AD, OL, CM

Data that describes the advertising areas and times to be designed in an ad, online or commercial item.

Each ad, online or commercial item has at least one ad spec.

The user enters ad spec data and this data is displayed at ad spec level on the tab page for the ad spec specified and in the ad spec overview.

The system also displays ad spec data on the Ad spec tab page at item, sub-item and schedule line level and on the Details tab page at item level.

See also: Creation of Ad Specs

The system displays all ad specs in a sales document according to their item type in the ad spec overview. This overview is displayed as an overview tree and an overview table.

Ad specs of a specific item type that have been assigned to items or schedule lines in a sales document can be selected in the overview table.

Ad specs of a specific item type can be assigned to items or schedule lines in a sales document from the overview tree. The overview tree is only displayed if it has been activated in Customizing.

See also : Assignment of Ad Specs

Integration

The sales document type, item type and item category define how sales of advertising services can be replicated and controlled in the system.

You specify the sales document type when you create the sales document.

See also:   Sales Document Type

The item type and category are specified when you create the document item. Document items of various item types or categories can be created in a sales document.

The item types available to you are defined in the system. You define item categories and their characteristics in Customizing.

See also :   Item Type

See also:   Item Category

You specify the a copying variant when you copy a sales documents. You use the type of copying and the copying variants to control document flow.

See also : Copying of Sales Documents