The creation of follow-up documents for sales orders can be done using collective processing. The procedure is very similar irrespective of the type of document you want to create. First, select all the documents for which you want to create the corresponding follow-up documents. Then, create the subsequent documents.
The figure, Collective Processing, shows the process steps that can be performed using collective processing.
Sometimes, you may want to use collective processing to create a single follow-up document for several preceding documents. For example, you may want to combine the materials for three sales orders in one delivery or create a single invoice for multiple outbound deliveries. In general, this procedure is possible, but the result depends on the values contained in certain fields in the selected documents. These fields are included in split criteria. The fields that occur frequently are listed in the figure, Split Criteria. You can maintain some of the criteria that affect the combination of documents in Customizing.
Outbound deliveries cannot only be created individually per sales order, but also by collective processing. In that way, the system may automatically combine the items of several sales orders to minimize the number of outbound deliveries (depending on various criteria). This function can be used in the following ways:
Use the corresponding app (for example, Create Outbound Deliveries).
Use a batch job to be executed during off-peak hours.
The relevant sales orders can be selected by various criteria, like the shipping point and the delivery creation date.
You receive a list of orders that meet your selection criteria. In this list, you can make your selection more precise by using sorting and filtering. From the list, you can create the corresponding outbound deliveries.
Some fields in the master data and in the sales documents can be used to influence system behavior in collective processing. The following scenarios can be identified:
The customer requires a complete delivery.
This adjustment means that all quantities of all items in a particular sales order should be delivered in a single outbound delivery.
The customer does not require complete delivery.
You can define a partial delivery agreement with the customer.
The customer allows orders to be combined.
This means that the customer allows items in multiple sales orders to be combined into a single outbound delivery during collective processing. Combining items from different sales orders is only possible if the items have several common characteristics, for example, as follows:
- Shipping point
- Date that delivery is due
- Ship-to party
The figure, Factors Influencing Delivery Creation, shows the different scenarios.
To speed up the process of creating billing documents, you can create multiple billing documents simultaneously using collective processing.
Collective processing can be performed as follows:
- Manually using an appropriate app (online processing)
- Automatically using a background job (batch) at off-peak hours
To combine multiple items of the preceding documents (sales orders, and deliveries) successfully, the items must have specific common characteristics. These characteristics are, for example, the billing date, the payer, and the terms of payment. The list of common characteristics is maintained in Customizing.
Depending on these characteristics, various results of the collective processing are possible. These include:
You have a sales order for which one outbound delivery has been created. If some of the above mentioned relevant characteristics of the preceding items are not the same, multiple billing documents are created.
Separate billing document for each outbound delivery
You have a sales order for which two outbound deliveries are created. Two billing documents are created with reference to these outbound deliveries.
You have two sales orders for which three outbound deliveries are created (for example, different ship-to party or partial delivery). A single billing document is created with reference to the outbound deliveries.
The figure, Billing Options, shows the most common options used for the creation of billing documents using collective processing.
The figure, BKZ - Process Diagram, is the process diagram for scope item BKZ, Sales Order Processing with Collective Billing.
The following are the main steps in the process:
- The Create Sales Order step confirms the intention of the customer to buy the goods and initiates the process.
- The Create Delivery step initiates the preparation for shipping of the goods.
- The Execute Picking step executes the picking of the goods from the warehouse and its staging for shipment.
- The Post Good Issue step confirms the shipment of the goods.
- The Create Billing Document step creates and sends the invoice to the customer for payment.
The table Main SAP Fiori Apps Used, provides a list of role(s) and app(s) for every process step.
Main SAP Fiori Apps used
|Process Step||Role Name||Fiori App Name|
|Create Sales Order||Internal Sales Representative||Manage Sales Orders|
|Create Delivery||Shipping Specialist||Create Outbound Deliveries|
|Execute Picking/Post Goods Issue||Shipping Specialist||Manage Outbound Deliveries|
|Create Billing Document||Billing Clerk||Create Billing Documents|
|Create Invoice Lists||Billing Clerk||manage Invoice Lists|