Use
When working with telephone sales, it is frequently the case that at the start of the telephone call, you do not know whether the customer would just like a quotation or to make a purchase order.
You can change the sales document type during document processing, which enables you, for example, to create an inquiry and change it later to a quotation, or convert an inquiry that has been saved into a standard order.
Features
You can use the settings in Customizing for sales document types to decide which sales document types can be offered as alternatives during document processing.
In document processing, you can change the sales document type in the overview screen (
Sales
tab page) simply by selecting the required document type.
Prerequisites
The following prerequisites must be met before you can change the document type during sales order processing:
There must not be any subsequent documents
The document itself must not be a status-relevant subsequent document
The document must not have been generated from service notification or a contract
Because the item categories have to be redetermined when you change the sales document type, the following requirements also apply:
The item category must be changeable (for example, a make-to-order item for which the costs have already been posted can no longer be changed)
If a listing exists for the new document type and you have already entered items, these items must also be contained in the list
If you have already entered items the new sales document type may not have an exclusion
If you choose a new order type, the system checks the following:
Document determination procedure: if different, it re-runs pricing
Material determination procedure: if different, it re-determines the material
Listing/exclusion determination procedure: if different, it re-determines them
Free goods procedure: if different, it re-determines them
Note
When you change the sales order type for a sales document that has already been saved, both sales document types must belong to the same number range.
Settings in Customizing
You can define two alternative document types for each sales document type in Customizing for sales document types (use the
Alt.sales doc. type1
and
Alt.sales doc. type2
fields).
Note
Note that you can only choose alternative sales document types during document processing if you have maintained the relevant fields in Customizing for that particular sales document type.
The system runs certain checks on the sales document types that you have defined as alternatives in Customizing.
Only those document types that pass these checks can be configured as alternative documents.
The following sales document categories can be used: inquiries (category A), quotations (category B), orders (category C), contracts (category G), returns (category H), free-of-charge deliveries (category I), credit and debit memos.
Settings in Customizing for sales document types:
The sales document type must not be blocked (
Sales document block
field)
The sales document type must not have an indicator (
Indicator
field)
The settings in the
Item division
fields must agree for both types (the division in the sales document header is valid for all items)
The document types must have the same:
Payment guarantee procedure
Partner determination procedure
Text determination procedure
Status procedure
Hierarchy category for pricing
Billing plan type/invoice plan
Payment card planning type
Promotion/receiving point determination (settings in Customizing for Retail)
Commitment data
Checking group for payment cards
Note
Possible entries (F4) for the
Alt. sales doc. type 1
and
Alt. sales doc. type 2
fields displays all the sales document types that correspond to these requirements.