Sales Orders

Sales orders are used to sell and deliver items or services to a sold-to business partner under certain terms and conditions. Sales orders can result from a variety of sources, such as Contracts, Quotations, EDI, and Planning. In Sales, you can create and modify orders.

After approval, a sales order is a legal obligation to deliver items according to the agreed terms and conditions, including specific prices and discounts.

  • Sales order procedure
    The normal sales order procedure includes the creation, approval, printing, release to warehousing, delivery, invoicing, and processing of sales orders.
  • Inserting items from a catalog
    You can add items from a catalog to a sales order.
  • Product variants
    You can configure or link product variants for configurable items on the sales order line.
  • Kit handling
    In the sales order procedure, you can deliver components instead of main items. Components can be handled by component lines or by a sales BOM.
  • Customer furnished materials
    On a sales order line, you can specify an item that contains customer furnished materials.
  • Additional information fields
    You can use additional information fields to specify additional information on sales orders. These fields are used throughout the process. For example, they are used in the sales order, the warehouse order, and the shipping process in Warehousing.
  • Direct delivery sales orders
    On a sales order, you can indicate that you want the sold goods to be directly delivered. For a direct delivery, a sales order results in a purchase order. Because the buy-from business partner delivers the goods directly to the sold-to business partner, Warehousing is not involved.
  • Cross-docking orders
    To fulfill an existing sales order for which no inventory is available, you can take inbound goods immediately from the receipt location to the staging location for issue. To initiate this process, you must generate a cross-docking order.
  • Rush orders
    You can specify a rush order or rush an existing sales order.
  • Backorder handling for sales orders
    If a final delivery is made for a sales order (delivery) line and only a part of the goods or none of the goods are shipped, LN creates a backorder.
  • Sales return orders
    If goods must be returned on a sales order, a return order can be created. A return order can contain negative amounts only.
  • Changing sales data after release to Central Invoicing
    Depending on the invoice status, you can update sales invoice data after the sales data is released to Invoicing.
  • Sales order history
    You can use sales order history to track the creation and modification of sales orders and installment orders. You can keep certain information after the original order is completed.
  • Order priority (simulations)
    You can use order priority simulations to calculate the priority sequence in which inventory is allocated to orders. For example, if insufficient inventory is available, you can use a priority simulation to sort sales orders according to the order delivery priority.
  • Installments
    Installment invoicing enables you to send invoices for partial amounts or percentages of the total net amount before or after the ordered goods are delivered for a sales order. To create the installments, installment lines are linked to the sales order.
  • Integration sales and freight
    To identify and choose the appropriate means of transportation during order entry, you can generate a freight order from a sales order. The progress of the shipment and loads can be exchanged and information can be shared between Freight and Sales. You can invoice your business partner for the freight costs.
  • Price stages
    You can link a price stage to a sales order line. The blocking definition that is linked to the price stage determines the phase at which the sales order must be blocked or a signaling message must be displayed.
  • Material price information
    You can link material price information to a sales order line. As a result, the (document line) price on the sales order line includes material prices.
  • After-sales services
    Together with the sale of an item, related after-sales services can be sold. From a sales order, you can view and specify the after-sales services that apply to the sold item after delivery.
  • Export compliance for sales orders
    If global trade compliance is applicable for export documents, sales orders are validated to ensure that the export compliance information is valid and the required licenses are available.
  • Export letter of credit procedure
    If payment is to be made through a letter of credit (L/C), an export or domestic sales letter of credit must be linked to a sales order or sales order line.
  • Blocking sales orders
    Several reasons can exist for blocking a sales order or a sales order line. An order can be held for more than one reason at any point in the sales order procedure.
  • Demand pegging
    If the demand pegging functionality is used in a company, inventory is allocated when sales orders are created. In addition, a specification is linked to these orders.
  • Project pegging
    To identify costs, demand, and supply for a project, you can peg project costs for sales order lines.
  • Copy templates
    You can use copy templates when copying sales orders (lines). A copy template specifies how order (line) data is copied and contains a standard set of copy exceptions.