Discover the Source of Data for Sales Documents

Objectives
After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Discover the Source of Data for Sales Documents

Source of Data for Sales Documents

Whenever a new sales document is created, most data, such as payment terms or Incoterms, are automatically filled.

Sales documents can acquire relevant data from different sources. A previous sales document can also serve as a data source for another sales document. For example, a quotation can serve as a data source for a sales order. When there is no previous document, the data gets copied from the master data.

In this unit we the focus on:

  • Business partner or customer master data

  • Material master data

  • Condition master data (this master data is relevant for automatic pricing, such as a material price or a customer discount)

Note

Most of the copied data is used as default values that you can overwrite in the document, if necessary.

Origin of Data in Sales Documents

The figure, Origin of Data in Sales Documents, illustrates the different data sources for sales documents.

Master data is organized into views that are assigned to organizational units (for example, plant or organizational unit). The segmented structure of master records makes it possible to flexibly depict the various organizational structures of an operation.

When the corresponding data (such as, information on business partners or materials) is integrated in one single database object, data redundancy is no longer an issue and data integrity is enhanced. All areas use the same stored data, including sales, purchasing, inventory management, materials planning, invoice verification, finance, and human resources.

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