Listen to the discussion of Liv and Jim how sales processes can be controlled by customizing for sales documents.
Configuring a Sales Document Type
Objective
After completing this lesson, you will be able to set up a sales document type in SAP S/4HANA Sales
Basic Principles
Sales Document Type Customizing
The standard version of the SAP system includes a variety of predefined sales document types. During the implementation of your system, these standard definitions may be modified to suit the particular needs of your organization. In addition, you may add your own sales document types.
The figure shows examples of sales document types in SAP S/4HANA.
The various sales document types are delivered with the system to represent the different business processes. These provide you with examples of how to use sales document types.
Functions in the Sales Document Type
Explore the figure below to get an overview of the various functions in the sales document type.
In Customizing for the sales document type, you configure the settings that influence the sales process, such as the sales document category, delivery and billing blocks, or the document types for subsequent deliveries and billing documents.
You can also save default values that appear when you create a document. You can overwrite these values at different levels of the document to match particular procedures, such as the customer's requested delivery date or certain basic requirements for contracts.
In addition, you can activate various checks such as messages about open quotations or outline agreements or searches for customer-material info records. Note that activating checks can affect system performance.
Hint
Adding a new sales document type to sales processing is time consuming because many of the entries in Customizing depend on the sales document type. To avoid any difficulties, you should generate a new sales document type by copying an existing one with similar functions. This document type should be one from the SAP standard system or should already have been tested by your company.
When you copy the document type, both the fields and the dependent entries are copied. When the system has copied the document, it automatically generates a log that you can save for documentation purposes.
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