Sales Orders with Individual Purchasing 

Use

You can use this worklist to monitor sales orders with individual purchasing as regards quantity and date differences.

The sales orders contain sales order items for which direct procurement is initiated. The system compares the data of a sales order item (or schedule line) with the related purchasing documents, such as purchase requisition and purchase order.

Integration

This query is called in the Worklist for Sales Documents iView. For additional technical information, see List of Personal Worklists.

Features

You can restrict the selection of sales documents by using the following search criteria:

●      Organizational structures of sales and distribution (such as sales organization, sales office, or sales group)

●      Employee responsible in sales and distribution

●      Statuses of the sales order (such as incomplete, locked by credit check)

●      General criteria of the sales order (such as order type)

You can use the criteria personalization to determine the search criteria for the quick search. For more information, see Personal Worklist.

The system compares the sales orders it found based on these restrictions with the related purchasing documents. The results list either contains all orders or orders with one of the following processing statuses:

●      A goods receipt has already been posted for the related purchase order.

●      The purchasing quantities to be procured do not match the sales order quantities.

●      The dates confirmed by the vendor in purchasing affect the confirmed dates for the customer.

Activities

You can process the sales orders as follows:

●      Select a line of the document that you want to process.

You see a detail area with additional information on the schedule line data of the sales order.

If there is additional data, the schedule lines of the purchase order, and the confirmations of the vendor and goods receipts are also displayed.

●      If you want to display a sales order, choose Display Sales Order or click on the underlined number of the document.
The system opens a new window that displays the sales order.

●      If you want to change the sales order, select the line and choose Change Sales Order or click on the underlined document number of the document.
The system opens a new window in which you can change the sales order.

●      If you want to display the sales order, choose Display Customer or click on the underlined number of a customer.

●      If you want to display a purchase requisition, choose Display Purchase Requisition or click on the underlined number of the purchase requisition.
The system opens a new window that displays the purchase requisition.

●      If you want to display a purchase order, choose Display Purchase Order or click on the underlined number of the purchasing document.
The system opens a new window that displays the purchase order.

●      If you want to display the vendor contact data, choose Display Vendor Contact Data or click on the underlined number of the vendor.
The system opens a new window that displays the vendor contact data.

To update the list, click on Refresh in the worklist.