Sales Documents 

Use

Your sales employees can use this query to select specific sales documents and edit them straight from the list. In reaction to a customer inquiry, you can display information about existing sales orders, for example. You can also display all quotations for a specific material or business partner in analyses.

Integration

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

Features

You can create a list of sales documents (such as sales orders or billing documents) that are valid within a certain period.

●      Limit the scope of the list by entering at least one search criterion, such as sales document type, sold-to-party, customer order number, or material.

You can also base your selection on organizational data or object status. You can select the documents according to their processing status, for example, you can list open, incomplete, or rejected sales documents.

If you want to list the sales documents that you are responsible for processing, use one of the following checkboxes:

○       I am responsible

○       Created by me

●      You can use the criteria personalization to determine the search criteria for the quick search.

For more information, see Personal Worklist.

Activities

You can process the incomplete sales documents as follows:

●      You display a sales document. Choose one of the following options:

○       Click on the relevant link under the document number.

○       Select the line and choose Display.

The document is displayed in a new window.

●      By choosing the Settings link, you can configure the column selection for the list.

●      If you want to display a sales document as a PDF file, choose Sales Document in PDF Format.

●      If you want to change a document, select the line and choose Change.

The document is displayed in a new window and you can change data. Save the document and close the window.

●      If you want to use a document as the template for a new document, select a line and choose Create with Reference.

The system copies the header and item data from the source document. The new sales document is displayed in a new window.

●      If you want to edit texts for a document header or item, choose Texts.

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