When the trade items to be delivered have been selected and reserved, and the delivery agreement is released a sales document can be created for the delivery. The field Posting Document Type in the Invoicing tab in the delivery agreement controls which type of sales document is created, sales order, sales invoice or transfer.
Click Invoicing > Create Posting Document to create a sales document.
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. Click Posting > Post, to post the sales invoice and close the Delivery Agreement.
The system will ask for a confirmation.
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 Posted Sales Documents number to view the posted sales document.
