Customer approvalYou can set up customer approval if sold-to business partners must approve the goods that are delivered on a sales order before the goods can be invoiced. The ownership of the goods changes from the supplier to the sold-to business partner when the goods are approved by the sold-to business partner. If customer approval is implemented, you must maintain and send invoices based on the quantity that is approved by the sold-to business partner and you can automatically generate a sales return order for the rejected quantity. If customer approval is not implemented, the ownership of the goods changes from supplier to sold-to business partner when the shipment is confirmed in Warehousing. LN automatically generates an invoice for the sold-to business partner based on the delivered quantity. Setting up customer approval If you want to use the customer approval functionality, complete the following steps: Step 1. Implemented Software Components (tccom0100s000) Select the Customer Approval check box in the Implemented Software Components (tccom0100s000) session if you want customer approval to be implemented. You can only select this check box if the Order Management (TD) check box is also selected in this session. Step 2. Ship-to Business Partner (tccom4111s000) In the Ship-to Business Partner (tccom4111s000) session, you can indicate for the ship-to business partner whether:
Step 3. Items - Sales Business Partner (tdisa0510m000) Similar to the fields in step 2, you can define the following fields for an item - business partner combination in the Items - Sales Business Partner (tdisa0510m000) session:
You cannot define these fields if the item is a cost item, service item, subcontracting item, or an equipment item. Step 4. Sales Order Types (tdsls0594m000) If you want a sales return order to be generated for the rejected quantity of the delivered goods, and as a result the Returns Rejected Quantity check box is selected in the Ship-to Business Partner (tccom4111s000) and Items - Sales Business Partner (tdisa0510m000) sessions, you must specify a sales return order type of the type Return Rejects in the Sales Order Types (tdsls0594m000) session. Sales orders of the Return Rejects order type are always generated automatically. Step 5. Sales Order Type - Activities (tdsls0560m000) If the Customer Approval check box is selected in the Implemented Software Components (tccom0100s000) session, the activity Sales Order Invoice Lines (tdsls4106m100) must be linked to the order type in the Sales Order Type - Activities (tdsls0560m000) session. The Sales Order Invoice Lines (tdsls4106m100) activity must be executed:
The activity Sales Order Invoice Lines (tdsls4106m100) can be executed during the order procedure only if:
Step 6. Sales Order Parameters (tdsls0100s400) Enter a sales return order type of the type Return Rejects in the Return Rejection Order Type field of the Sales Order Parameters (tdsls0100s400) session. This order type is defaulted to the Rejection Order Type field of the Sales Order Invoice Lines (tdsls4106m100) session when you reject goods in this session and a return order must be generated for the rejected goods. Approving the delivered goods When an actual delivery line is inserted in the Sales Order Actual Delivery Lines (tdsls4106m000) session, an invoice line is created for the actual delivery line in the Sales Order Invoice Lines (tdsls4106m100) session with an invoice quantity that is equal to the delivered quantity. How invoice lines are handled in the Sales Order Invoice Lines (tdsls4106m100) session, depends on the setting of the Customer Approval check box in the Implemented Software Components (tccom0100s000) session. Customer approval is not implemented:
Customer approval is implemented:
Note
You can perform all described actions also on the Invoice Lines tab in the Sales Order (tdsls4100m900) and Sales Order Line (tdsls4101m900) sessions.
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