Form Settings for Sales Documents

When you process a sales document, you can define which fields and columns should be displayed and activated or deactivated in the documents. This enables you to display frequently used detailed information, so that you can enter data more easily.

On the toolbar, click (Form Settings) to display the Form Settings window, in which you define the document settings. The window contains three tabs:

Document: Maintain data that applies to the entire sales document.
Table Format: Select or deselect fields to display the required fields in the Contents tab table of the sales document.
Row Format: Select or deselect fields to make the required selections in the rows of the Contents tab of the sales document.

Note Note

This topic documents fields and other elements in this window that either are not self-explanatory or require additional information.

End of the note.

Form Settings Fields - Document Tab, Table Subtab

Sales Employee
Displays the sales employee details. If required, change the entry.

Commission %
Enter a percentage for the commission granted to the sales employee.

Discount %
Specify a discount that is used for all the document rows. This entry overwrites any previously defined discounts.

G/L Account
Enter a revenue account for the sales document rows. This entry applies to all the rows in the document. If required, change the entry for a row.

Distr. Rule
Enter a distribution rule for the document rows. This entry applies to all the rows in the document. If required, change the entry for a row.

Project
Enter a project number for the document rows. This entry applies to all the rows in the document. If required, change the entry for a row.

Warehouse
Displays the default warehouse code. If required, change the entry.

Delivery Date
Enter the delivery date for the sales document.

Form Settings Fields - Document Tab, General Subtab

Display BP Catalog Number
Displays the business partner catalog number for the sales document.