Document Type of Sale Document

February 11, 2010 by CRM
Filed under: Sale and Distribution

In sales as a rule a number of activities must be carried out. Different types of business processes can be identified and controlled using the sales document type.

The SAP standard system gives you a range of sales document types for frequently occurring sales and distribution processes, for example:

• the standard order for sales on fixed delivery dates and against the invoice
• Rush order and cash sales for sales from the plant and with or without invoice
• free-of-charge delivery for sales and distribution on fixed delivery dates and without invoice
• returns for taking back faulty goods and credit memo or replacement delivery

A sales document type fullfills a requirement of a specific business transaction.You can use these processes without making any changes to them or use them as a reference for creating your own.

You can control the documents in Sales using the sales document type. Analogue to this you can control the documents in shipping with the delivery type and the documents in billing with the billing type.

Control Elements in Sales Document Types

You can use control elements, configured in Customizing for Sales and Distribution (SAP SD), to define each sales document type in such a way that it is provided with its own range of functions. The document types can be tailored to meet the requirements of your company. You can modify the existing document types or you can create your own if those specified in the standard version of the SAP R/3 System do not meet the needs of your sales organization. Your system administrator is responsible for maintaining control elements.

Sale Document Functions

Certain functions are executed automatically, depending on the business transaction. These functions are activated or deactivated directly or indirectly using the sales document type.

For examples,
• As part of the normal sale process, you want the system to determine automatically the point at which your customer received the goods they had ordered. To do this you activate the delivery scheduling and availability check functions. These functions are not necessary for credit memo requests.
• You do not need pricing for free-of-charge deliveries.
• You define an output group that is relevant for processing sales orders and another output group for contracts.

Note:

Output is information that is exchanged between business partners, for example, an order confirmation, an invoice form, electronic message to a employee

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