Creation of Sales Documents

Use

This function is used to create sales documents.

Integration

It is found in the Order menu and can be accessed in standard and central access or classified order entry.

The type of business transaction to be replicated in the system determines which access you choose here.

Document processing access

Menu path

Business transaction

Central access

Start of the navigation path Logistics Next navigation step Advertising Management Next navigation step Sales Next navigation step Order Next navigation step Central Access End of the navigation path

Create a sales document with reference to existing sales documents for a business partner: Example: Create an ad order for a major customer by copying an existing ad order.

You do not normally know the identification key for the sold-to party.

You can create a sales document from the central access selection and item overview screens.

See also: Central Access

Standard access

Start of the navigation path Logistics Next navigation step Advertising Management Next navigation step Sales Next navigation step Order Next navigation step Standard Access Next navigation step Create End of the navigation path

Create a sales document without reference to existing sales documents for a business partner: Example: Create an ad insert order for a regular customer.

You know the sold-to party identification key.

See also: Standard Access

Classified order entry

Start of the navigation path Logistics Next navigation step Advertising Management Next navigation step Sales Next navigation step Order Next navigation step Classified Order Entry End of the navigation path

Enter an ad order for a classified ad placed by telephone by an occasional customer.

You do not normally know the identification key for the sold-to party.

See also: Classified Order Entry

Note Note

Sales documents can be created in central access by copying existing sales documents.

See also: Copying of Sales Documents

End of the note.

Prerequisites

A sales document, such as an inquiry, offer or order is to be created.

You have created booking units and media customers in the master data.

If you have not created a media customer in the business partner master data, you can do so from the initial standard access screen, the central access selection screen and classified order entry.

You have defined sales areas and sales document types in Customizing.

See also: Sales Document Type

Features

Sales are integrated in the organizational structures for Sales and Distribution. This means that all sales documents are assigned to a sales organization, distribution channel, and division. If your sales organization is divided into additional organizational units, you can enter a sales office and a sales group for each sales document.

You can create a sales document as follows in standard access, central access and classified order entry:

Document processing access

Create sales documents

Central access

A selection screen and various item overviews are available to you in central access:

  1. If you choose Start of the navigation path Order Next navigation step Create, End of the navigation path having specified the sales area and sold-to party identification key on the selection screen , the initial standard access screen appears. You can create a sales document from this screen.

  2. If you choose Start of the navigation path Order Next navigation step Create, End of the navigation path having specified the sales area, sales document type and sold-to party identification key on the selection screen , the header detail document processing screen appears. You can create a document item from this screen.

  3. See also: Creation of Document Items

  4. If you choose Start of the navigation path Order Next navigation step Create End of the navigation path on the item overview , having specified the sales area and sold-to party identification key on the selection screen , the initial standard access screen appears on which you can create a sales document.

d) If you choose Start of the navigation path Order Next navigation step Create End of the navigation path on the item overview , having specified the sales area, sales document type and sold-to party identification key on the selection screen , the header detail document processing screen appears. You can create a document item from this screen.

See also: Creation of Document Items

You can create a sales document from the item overview screen by copying an existing sales document.

See also: Copying of Sales Documents

Standard access

If you choose Create ad, ad insert, distribution, online, commercial or service, having specified the sales area, sales document type and sold-to party identification key on the initial screen, the Details tab page at item level appears. You can create a document item of the specified item type from this screen.

If you specify the sales area, sales document type and sold-to party identification key on the initial screen and choose Enter , the header detail document processing screen appears. You can create a document item from this screen.

See also: Creation of Document Items

Classified order entry

If you specify the sales area and sales document type on the dialog box, classified order entry appears. You can create an ad item from this screen.

Classified order entry has a selection and entry screen that have been combined as a single screen. You identify the sold-to party master data on the selection screen and create the ad item on the entry screen.