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Function documentationCreation of a Sales Document with Reference Locate this document in the navigation structure

 

You can use the requirement segment of an existing sales document as the basis for a new sales document by making use of Create with Reference.

The requirement segment of the source document is copied to the target sales document.

Prerequisites

The source sales document was created with requirement segment.

Features

  • You can copy requirement segment from one sales document type to a new sales document by making use of Create with Reference.

  • You can then modify the requirement segment of the new sales document (target). For example, if you have copied a requirement segment from an inquiry to a quotation, you can later on change the requirement segment of the quotation but not that of the inquiry.

  • If the source sales document type is the same as the target sales document type, then the requirement segment can be modified in both the source or target sales document. For example, if you have copied a requirement segment from one quotation to another quotation, you can later on change the requirement segment of both the quotations.