Delivery: General Area

Use this part of the delivery document to enter general information relevant to all items in the document.

To access this area, choose Sales – A/R Delivery .

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.

Contact Person
Name of the default contact person as defined in the business partner master data. If required, specify a different contact person.

Customer Ref. No.
If defined, displays the customer reference number.

No.
Field on the left: name of the numbering series. Specify a series. Field on the right: the number of the delivery. If you choose the manual series, enter the relevant number.

Status
Status of the delivery: Open You can draw the document completely or partially to a document of a higher level. Open – Printed You printed the document and left it open. Cancelled You cancelled the document manually. Closed You closed the document manually or SAP Business One closed it automatically when you drew it to another document. Draft The document is still a draft.

Posting Date
Specify the posting date. The default value for this field is the current date on which the delivery is created. If required, change the date. Caution If you change this date, the continuity of the numbers and dates on a document will be interrupted. End of the caution.

Delivery Date
Specify the expected delivery date of the items or services. By default, this is the current date. Note Even if the Delivery is created based on Sales Order, the Delivery Date is not copied from the base document End of the note.

Document Date
Document date of the delivery used for tax purposes. Change the date if required.

Currency
Specify the display currency for the amounts in the A/R invoice. If the customer currency equals the local currency, the options are Local Currency and System Currency. If the customer currency is a foreign currency, the options include BP Currency. Your selection does not change the original currency of the document.

Branch
Select a branch for which you want to create the document. Note This field is available only if you have enabled multiple branches. End of the note.

Sales Employee
Specify the sales employee who initiated the delivery.

Owner
Specify the code of the employee who owns the delivery.

Remarks
Enter additional information regarding the delivery. You can edit the field contents even after the document has been created.

Total Before Discount
Total amount of the document before the calculated discount. Note If the discount is defined in the row for the item or service, the amount displayed in this field takes that discount into account. End of the note.

Discount %
In the field on the left, enter the percentage of discount. The field on the right displays the discount amount. You can change the values of these fields, if required.

Freight
Displays the total freight for the delivery. This field appears only if you have selected Manage Freight in Documents in Administration System Initialization Document Settings General .

Rounding
This field appears only if the rounding method has been defined as By Currency in Administration System Initialization Document Settings General . When the total amount of the document is rounded according to the rounding method determined by the currency, the difference between the original amount and the rounded amount appears in this field.

Tax
Tax amount for the delivery calculated according to your tax definitions.

Total
Total amount of the document including tax and discounts.

Copy From
A list of base documents for creating a target document. Note When you copy a sales order to a delivery, only one delivery is created, even if several ship to addresses are used for different rows. End of the note.

Payment Order Run
If the checkbox is selected, it indicates that this document, or at least one of its installments, is included in a payment order run. The checkbox is deselected in the following situations: The payment order row that includes this document or its installment(s) is removed from the payment order run. To remove a payment order row, in Payment Wizard: Step 6 - Recommendation Report, right-click the payment order row and choose Remove. The checkbox for this payment order row is deselected in the selection column. The payment order row that includes this document or its installment(s) is closed in the payment order run. To close payment order rows in which all the documents are fully paid, in Payment Wizard: Step 6 - Recommendation Report, choose the Close Payment Order Rows button. The Payment Order Status column displays `C` for the closed payment order rows. The payment order run that includes this document or its installment(s) is executed into a payment run. To execute a payment run, in Payment Wizard: Step 6 - Recommendation Report, choose the Next button. In Payment Wizard: Step 7 - Save Options, choose the Next button and choose Yes in the system message. Note When this checkbox is selected, the Copy From and the Copy To functions are disabled. End of the note. Note When this checkbox is selected, you cannot change values in the Due Date field in the general area and in the Payment Block field on the Accounting tab. End of the note.

Sequence Name
Specify a sequence from the dropdown list. The system generates the sequence automatically. Note This field appears only for documents that are assigned a sequence. End of the note.

Converted To
Specify an outgoing excise invoice from the drop-down list.