The posting documents for a sales order are created as either site-specific documents or as documents that represent the entire company.
Although you can determine whether invoices should be site specific, you cannot change this setting for other types of posting documents. The following table lists the types of posting documents and whether they are site specific.
Posting
documents
|
Posting document |
Site specific |
|---|---|
|
Picking list |
Yes |
|
Packing slip |
Yes |
|
Invoice |
Optional |
|
Quotation |
No |
|
Confirmation |
No |
Picking lists and packing slips list items that are at a specific site. When you create sales order lines, picking lists and packing slips are created for the specific sites from where the sales order lines are delivered.
For invoices, you have the following options:
-
The customer can receive one sales order invoice that includes deliveries from more than one site. If the customer receives one sales order invoice, only one invoice is posted and printed.
-
From a site, you can post an invoice that covers deliveries from more than one site, and have a copy of the invoice sent to other sites. The invoice is then available at all sites and can be included when the order is delivered to the customer from the individual sites. The customer receives one invoice per site that covers all deliveries.
-
You can post and print invoices from the individual sites that cover only the deliveries from each site. The customer receives one invoice per site that covers only deliveries from that site.
Quotations and confirmations are company specific documents. You create these documents for the company so the customer receives only one quotation or confirmation. These documents cannot be site specific.
Tip
|
|---|
|
After you create site-specific documents, you can print them on a local printer using the extended print management feature. |
Set the parameters to post an invoice with deliveries from only one site
-
Click > > .
-
Click the tab and select the check box for in the field group.
Sales order deliveries from individual sites will be included on separate invoices.
Set the parameters to post an invoice with deliveries from more than one site
-
Click > > .
-
Click the tab and clear the check box for in the field group.
Sales order deliveries from individual sites will be included on the same invoice.
Note
If you want to send a copy of an invoice to each site so the sites can include the invoice with each of the deliveries to the customer, you can control this through the print management feature.
