Sales Document Type Characteristic that defines the sales-relevant features of sales documents.
Inquiry
,
offer
or
order
are examples of sales document types.
To replicate and control sales of advertising services in the system using your business processes.
To define sales-relevant features of sales documents such as credit limit checks or admissible output in sales documents.
You can define sales document types and their characteristics in Customizing.
Activity |
Menu path |
Define sales document types |
|
Note
The order sales document type is supplied in the reference clients in the
Advertising
Management
(
IS-M/AM)
System.
Sales document type, item type and item category
The sales document type, item type and item category define the way in which advertising sales are replicated and controlled in the system.
The sales document type is specified during sales document creation.
See also: Creation of Sales Documents
The item type and category are specified during document item creation. Active item types for sales document processing are defined in Customizing.
See also: Creation of Document Items
Document items of various item types or categories can be created in a sales document.
The item types are defined in the system.
See also: Item Type
Admissible item categories for each sales document type have been defined in Customizing.
Activity |
Menu path |
Assign item categories to sales document types |
|
If you assign the
standard item
and
full
and
partial credit memo
item categories to a sales document type, you can replicate associated business transactions in a single sales document by creating order and credit memo items in this document.
See also: Item Category
Create document flows
The sales document type, item category and copying variant control document flow.
To define document flow, specify the copying variants to be used to create follow-on documents and/or follow-on items for each sales document type and item category. Copying variants define the sales document type and item category in follow-on documents and/or follow-on items, such as those for credit memos or those used to convert offers to orders.
See also: Creation of Sales Documents with Reference
See also: Creation of Document Items with Reference
See also: Creation of Document Items with Reference to Schedule Lines
See also: Creation of Document Items with Reference to Billing Datasets
Copying variants and document flow control are defined in Customizing.