Document Generation Wizard, Step 3: Base Documents 
Use this window to define base documents that you want to process. Choose the appropriate document types and other selection criteria.
SAP Business One always selects base documents according to all the criteria defined in the general area and on the Logistics and Accounting tabs of each document.
Note
If you create an invoice or delivery based on a sales order with batch-managed items, you must allocate batch numbers for the entire quantity of the batch-managed items.
This topic documents fields and other elements in this window that either are not self-explanatory or require additional information. End of the note. |
Base Document Fields
Displays the list of document types you can choose as base documents. The list depends on your selection of a target document in the Target Document window.
Choosing Delivery as a target document displays Sales Quotations, Sales Orders, and A/R Reserve Invoice as the base document types. End of the example.
The Sales Quotation option is not available for users in Korea. End of the note. |
ExampleSpecify a range of the posting dates to include in the wizard run. |
Specify a range of the delivery dates to include in the wizard run. |
If you selected one document only, displays the series of the base document. If required, you can change the value. If you selected more than one document type, the field is disabled. |
Creates target documents based on sales orders that allow partial delivery. This option is available if the following applies:
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Administration 
System Initialization 
Displays additional selection fields. SAP Business One copies base documents that match the additional selection criteria to target documents. No matter how many of the expanded selection criteria you choose, the selected base documents match each of the criteria. |
Wizard disregards sales quotations with alternative items during the document generation wizard run. If you do not select the checkbox, the wizard includes sales quotations but not the alternative items.
This field appears only if you selected sales quotations. End of the note. |
Select the fields according to which the document generation wizard processes documents that are considered in the run. You can select up to three sorting parameters and their sorting order.
You choose the following sorting parameters:
The application first arranges the documents according to their due date; then, within a specific due date, it sorts according to the posting date; and finally, within a specific posting date, it sorts by the document amount value. End of the example. |
Note
The document generation wizard copies text lines to the target document.
The subtotal lines are copied when you select the No Consolidation checkbox, or when one base document is copied to the target document, regardless of the setting of the No Consolidation checkbox.
Moreover, if you have partially copied the document before the wizard run, the subtotal lines are not copied when:
No items exist above the first summary level
No lower level subtotals exist above the higher level
Note
If you have a sales order with batch allocation details, it will not be included in the document generation wizard run.
Country-Specific Field: Korea
Select predefined business places. By default, predefined business places are selected/indicated by an ‘x’ in the first column. To deselect all options, click the ‘x’ column header. |