Entering content frame

Procedure documentation Copying a Sales Document in SAP Retail Store Locate the document in its SAP Library structure

Use

You can create a new sales document using an existing sales document or billing document.

Typically, you would copy a quotation to an order. By doing this, the price conditions are also copied, which therefore guarantee the customer the same conditions as the quotation.

Procedure

  1. You chose the sales document type on the initial screen and the document number of the template document or you determined the number using the search function.
  1. The system then displays the template document.

    2. Generally, the items in the template document are all selected. Depending on your system settings, you cannot select or deselect items. This may be the case, for example, if a quotation item has already been completely copied to other orders.

    If you do not want to copy an item to the new document, delete the selection.

  2. Choose Copy selected items.

    3. The system displays the new document. This has not been saved yet.

    You can change the document to make it the same as an existing document. However, you cannot delete an item. If you do not want to include one of the items, delete – as previously described – the selection in the template document.

  3. Choose Create Order (quotation, inquiry, returns).

    4. The system saves the new document and displays a confirmation.

  4. Print out the confirmation and have the customer sign it.

Result

You have created the new document.

Any further processing is done, as a normal document would be processed without a template document.

When you create a document using the copy function, you can see the document between the two documents in the document flow.

 

 

 Leaving content frame