On Documentinto which the data of another document, the reference document, is copied.
On Target document in SAP Business One is the result of a system-supported process in which a follow-on document is generated automatically or manually on the basis of a preceding document or a process action.
Explanation and context:
Target documents are created in various SAP Business One modules and represent the conclusion or the next logical element within a workflow, a disposition or a document flow. The source document - such as a quotation or an order - serves as the basis for generating a specific follow-up document, such as an order, an invoice or a production order.
Typical areas of application:
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Material Requirements Planning (MRP): Out of the window Order recommendation recommended orders can be generated as target documents. The basis is an MRP scenario with predefined planning parameters.
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Project management: As part of the Accounting assistants target documents such as outgoing invoices or delivery notes are created on the basis of project-related documents.
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production: The scheduling assistant can automatically Production orders as target documents. Completed orders are also considered the end result of a production process.
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sales: An offer can be converted into a customer order This is then the target document of the sales process.
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Authorisations: Documents that have been successfully approved receive the status "Approved" and are considered the final target document of the approval workflow.
- Workflow: At the end of a workflow, there can be an automatically generated document - e.g. an order or an invoice - which serves as the target document.
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Parked receipts: A draft that is posted is transformed into an active accounting target document.
Differentiation from related terms:
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Follow-up document: On Target document is always a follow-on document, but not every follow-on document is necessarily a target document in the procedural sense. The decisive factor is the function in the context of the respective process.
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Draft document: Unlike the target document, the draft document is not final and can still be customised.
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