When the trade items to be delivered have been selected, a sales document can be created for the delivery. The field Sales Document Type in the Invoicing tab in the delivery agreement controls which type of sales document is created, sales order, sales invoice or transfer.
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Click Invoicing > Create Posting Document to create a sales document.
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The system asks for confirmation.
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The system then creates and opens the related unposted sales document with the significant information that was recorded in the delivery agreement.
At the same time the delivery agreement gets the status ´Posting´ and is moved from the list of ´Open and released deliveries´ to the list of ´Deliveries in Posting´.
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The delivery plan of the blanket agreement is updated automatically, and the delivery lines get the delivery schedule status “Posting” which indicates that an unposted sales document has been created for the delivery agreement lines. Quantity to be delivered is now displayed in the column “No. of TI´s In Process for Delivery”.
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Posting Sales Document
At the posting of a sales document (sales order/sales invoice) the status of the delivery agreement is automatically changed from ´Posting´ to ´Closed´.
Click ‘Sales Documents’ number and post the sales document.
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