Handling the Sales Process in SAP Business One, Web Client

Automating the Invoicing Using the Document Generation Wizard

Objective

After completing this lesson, you will be able to run a batch of documents at one time with the Document Generation Wizard by gathering rows from base documents to target documents.

Document Generation Wizard

  • A company will typically generate number of invoices at one time. With the Document Generation Wizard, A/R invoices are generated in bulk.
  • The wizard follows a simple process used for gathering rows from base documents to target documents, based on several user-defined parameters. Examples of the parameters that exist are target document type, posting date, document date, items or service and many more.
  • This wizard can be used for example, to produce a summarized A/R Invoice for a customer, containing all deliveries that were created for the customer over the past week. It is a simple yet effective method of summarizing data. All deliveries for an individual customer can be consolidated into one invoice or set to create separate invoices.

How to Automate Invoice Creation with the Document Generation Wizard

Generating invoices for multiple customers on a regular basis can be time-consuming and prone to inconsistencies if handled manually. In this video, follow Adele as she demonstrates how to efficiently automate this process using the Document Generation Wizard, from defining parameters to generating consolidated A/R invoices.

For more details refer to Working with Sales Analysis Report Views | SAP Help Portal.

Summary

  • The Document Generation Wizard automates creating multiple sales documents by transferring rows from base documents into target documents.
  • Users define parameter sets to control target document type selection, customer scope, document content, consolidation rules, and execution behavior.
  • The wizard supports multiple target documents such as sales orders, deliveries, returns, and A/R invoices depending on business scenarios, with each run handling one target document type at a time.
  • Consolidation options determine whether base documents are merged or kept separate using system defaults or additional user-defined criteria.
  • Saved parameter sets enable recurring, consistent document generation while providing reports, error handling, and visibility into processing results.
Learning

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