Sales order (SAP Business One)

The customer order is a central receipt in the SAP Business One sales process. It documents a customer's order and serves as the starting point for numerous subsequent processes - from delivery to invoicing. The sales order is therefore more than just an order document. It links sales, warehouse, production and finance into a continuous process. Whether classic delivery, drop shipment or production initiation - the sales order is at the centre of sales processing.

E-invoicing in Germany: How to implement the obligation with SAP Business One

Role in the sales process

Usually follows the sales offer in the document chain.
Serves as the basis for subsequent documents such as delivery (only for stock items), A/R Invoice, return enquiry or down payment request.
In drop shipments, an order can be generated directly from the supplier.
Also enables direct creation of Advance invoices.
A widget in the context menu optionally shows the number of open, undelivered customer orders.
Partial deliveries can be permitted via a setting in the business partner master data.

Sales order in material requirements planning (MRP)

Is recognised as a requirement (outflow) in the MRP.
Serves as the starting point in the scheduling assistant for generating procurement or production orders.
Applies in the system as a binding transaction for requirements planning.

Link to production

Production orders can be manually linked to a sales order.
Alternatively, they can be generated automatically via the scheduling or procurement assistant.
The planned quantity and due date of the production order can be taken from the sales order.
Customer order and customer are production order automatically pre-assigned.

Drop shipment

A purchase order to the supplier can be created from the customer order.
Delivery is made directly from the supplier to the end customer.

Accounting relevance

Customer orders without stock items have no direct booking effect.
With the outgoing invoice, the accounting entry is made in the customer's receivables account.
The amount will be reduced again upon receipt of payment.

Further functions and settings

A customer reference number (customer order number) can be stored in the header area.
An integrated Availability check warns of imminent stock shortfall.
Open customer orders can be taken into account for billing processes.
Of the Backlog report shows outstanding delivery quantities.
Discount overruns may be subject to authorisation.
Special function: An Outlook photo appointment can be scheduled from the customer order (example integration).

Versino Financial Suite

the Versino Financial Suite makes customer orders in day-to-day business more transparent, easier to analyse and easier to document in an audit-proof manner and automates financial processes relating to accruals, reporting and tracking. For sales, order processing and financial accounting, this means a better information base, fewer errors and more efficient collaboration.

SAP B1 blog