Define Sales Document Types
This configuration setting enables creation or modification of sales document
type. Sales document type is an indicator which enables system to process
different business transactions in different ways. Various document types are
pre-configured in system and can be used for various scenarios. There are three
options for configuring new sales document types: Change existing sales
document type Copy existing sales document type and change it to new
requirements. Create a new sales document type. Definition and configuration
of sales document type can be divided in three parts
1. Definition of Sales document type itself (with key e.g. QT etc.)
2. Definition of additional sales functions (like number ranges etc.)
3. Configuration for general SD functions (like pricing etc.) We will study
the configuration of SAP provided sales document type for standard order ‘OR’.
Instructions
Follow Menu Path:
IMG → Sales and Distribution → Sales → Sales Documents →
Sales Document Header → Define Sales Document Type
Click Here the three
options explained in background are applicable. d. If existing Sales document
type is to be modified, choose the document type from list and click on to get
into details e. For copying existing sales document type to new one select the
sales document type to be copied and click on or F2. f. For creating a new sales
document type click on
Here we will follow option “a” and select order type OR and click on. To
search for correct order type click on and enter the key. Following screen is
displayed The controls are grouped in various blocks like Number Systems,
General Control, Transaction flow etc. 2. Maintain the fields as explained
below: The explanation is provided block wise
Field Name Field Description and Value Sales Document Type 4 character key
for the sales document type. Description is next to it SD document categ.
Classification of different types of documents in SD, used by system to
determine how processing is to be carried out. Predefined following entries
exist Indicator Sales document indicator for further classification if required.
Sales document block Determines if sales order is blocked for creation or allows
only automatic creation. Key fields are explained below:
Field Name Field Description and Value No Range int. assgnt No range to be
used for sales
document numbers if assigned internally No Range ext. assg. No range to be
used for sales
document numbers if assigned externally Item no. increment Increment of item
no in sales
order like 10, 20 etc. Sub-item increment Increment of item no automatically
by system Key fields are explained below: Field Name Field Description and Value
Reference mandatory Control if reference is mandatory while creating sales
document. Leave blank Check division Control on check if division differs at
item & header level. Leave blank Probability Probability of customer
confirming inquiry or quotation in sales order. Check Credit Limit Specifies if
system runs credit check and behavior. Credit group Assignment of credit group
defined in credit management
Output Application Normally V1 for sales Material entry type Control on
material entry in sales order. Item division Check this if division is to be
determined from material master record at item level Read Info record Check this
if Customer material info records are to be read. Check purch order no. If
Customer purchase order no is to be checked for duplication maintain ‘A’ Key
fields explained below, rest are system copied. Field Name Field Description and
Value Transaction group Grouping that controls certain characteristics of sales
doc processing. Doc. pric. Procedure Key specifying pricing proc for sales
document type. Input for pricing procedure determination Quotation messages
Control to check if system should check for existing open quotations.
Outline agrmt messages Control to check if system should check for open
agreements like contracts. Key fields explained below: Field Name Field
Description and Value Delivery type Default delivery type for this sales
document type Delivery block Default Delivery block for sales document Shipping
conditions Default shipping condition for sales document type. Maintained if it
is different from customer master record. Immediate delivery To be flag ‘X’ if
immediate delivery is required after sales order is saved. Example - In Cash
Sales and Rush order scenarios. Key fields explained below:
Field Name Field Description and Value Delivery rel. billing type Default
billing type that system proposes while creating billing documents from delivery
Order-related billing type Default billing type that system proposes while
creating billing documents from order Inter-company billing type Default billing
type that system proposes while creating billing documents for inter-company.
Billing block To Default billing block in sales order like Credit memo etc.
Billing plan type Billing plan type if used like Milestone or Periodic billing
Paymt guarant. proc Procedure type for payment guarantee Paymt card plan type
Payment plan type for payment cards Checking group Checking group for payment
cards Key fields explained below: Field Name Field Description and Value Lead
time in days No of days from current date for
proposal of requested delivery date of items. Propose deliv. Date Check box
controls if current date is to be proposed as delivery date. Other controls like
Scheduling agreement and Contract are relevant for only those sales document
types and not explained here. Effect of Configuration Sales document type
configured here would be used for creating sales order in specific scenario.
