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.
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.
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