Processing Additional Information Related to a Sales Document (SAP Library

Processing Additional Information Related to a Sales Document

To access the functions shown in the table, on the navigation bar choose Sales Documents followed by the path.

Function	Path	What You Should Know
Search for a sales document	® Search	You can search for sales document based on selected criteria. You can view the: Details of the desired sales document by selecting the hyperlink in the Keyword column. This displays the Sales Documents/Details tile set. Partner No. and Account No. in the Sales Document/Search tile set. Partner No. is a unique number generated by CRM Online for a business partner. Account No. refers to a unique number generated by SAP R/3 for a business partner.
Create a one-time partner address for a sales document	® Partners ® One-Time Address Details ®	You can enter a one-time address, which is valid only for a particular partner for a particular sales document.
Create a one-time partner address for a specific item within a sales document	® Item Partners ® One-Time Address Details ®	You can enter a one-time address, which is valid only for a particular partner for a particular item within a sales document.
Create activities related to a sales document	® Related Activities ® Related Activities ®
Create notes about a sales document	® Notes ® Note Details ®	You can store additional information such as a comment or a description for a selected sales document. You cannot create notes for a sales document that has been Finished. See Creating a Note
Create notes about a specific item within a sales document	® Item Notes ® Note Details ®	You cannot create notes for a sales document that has been Finished.
Create rejection reasons for a sales document	® Rejection Reasons ® Reasons ®	You can enter any number of rejection reasons for returns or complaints.
Create rejection reasons for a specific item within a sales document	® Item Rejection Reasons ® Reasons ®	You can enter any number of rejection reasons for items within returns or complaints.
Display schedule lines	® Schedule Lines	On the Schedule Lines tile, you can see a list of schedule lines related to a sales document item. When you select a schedule line, its details appear on the Schedule Line Details tile.
Display items in a sales document	® Item Details	On the Items tile, you can see a list of items related to the sales document. When you select an item it appears on the Item Details tile.
Display sales information for a sales document	® Additional Info	You can see the sales, shipping, billing, and status information related to a sales document. When you create a sales document, the system automatically creates sales, billing, and shipping information. Status information indicates the status of the document, for example, whether the sales document was rejected or not. This information is downloaded from CRM Online.
Display sales information for a specific item within a sales document	® Item Additional Info
Display a list of partners related to a sales document	® Partners	Partners can be business partners, contact persons, or employees.
Display a list of partners related to a specific item in a sales document	® Item Partners	Item partners can be business partners, contact persons, or employees.
Display the details of a business partner related to a sales document	® Related Business Partner
Display the details of a contact person related to a sales document	® Related Contact Person
Display the details of an opportunity related to a sales document	® Related Opportunity
Display the document flow	® Document Flow	You can trace the stages of the sales document, for example, from enquiry to quotation and from quotation to a sales order.
Create a sales document using the Fast Entry function	Fast Entry ® Sales Document ® , to enter details of a sales document ® Item Fast Entry ® , to enter items in a sales document	You can enter minimum details the system then defaults the other details and creates a sales document.
Attach existing files to a sales document	® Attachments ® Attachments ®	You can attach files such as Microsoft Office, picture, audio, and video files. These are stored in your application database. You cannot attach files to a sales document that has been Finished. See Linking an Attachment