Incomplete Documents 

Use

You can check and process incomplete sales documents in this worklist.

Integration

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

Features

Content of list

Limit the scope of the list by entering at least one search criterion, such as event group or organizational data.

●      In the Incompletion area, choose the criterion you want the system to check for incompletion. Choose General if you want all incomplete documents to be selected, for example.

●      If you only want to see documents that are blocked for delivery, select Delivery and deactivate the selection criterion General.

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

For more information, see Personal Worklist.

Incompletion Criteria

To detect incomplete documents, the system checks whether there are subsequent process steps (such as delivery or billing) that cannot be carried out for a document due to missing data.

There are various different incompletion criteria, which you find under the search criteria for the query.

Criterion	Meaning
General	All incomplete sales documents are displayed.
Delivery	The system only displays the incomplete documents that cannot be delivered due to incompletion.
Billing Documents	The system only displays the incomplete documents that cannot be billed due to incompletion.
Pricing	The system only displays the incomplete documents for which pricing cannot be carried out.
No assignment	This selection applies to all other types of incompletion.

Activities

You can process the incomplete sales documents as follows:

●      You display a sales document. Select 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.

●      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. Change or complete the data using the incompletion log.
Save the document and close the window.

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