Lesson: Controlling Sales Documents - Sales Document Type

In Customizing for the sales document type, you configure the settings that influence the
sales process, such as the sales document category, delivery and billing blocks, or the
document types for subsequent deliveries and billing documents.
You can also save default values that appear when you create a document. You can overwrite
these values at different levels of the document to match particular procedures, such as the
customer's requested delivery date or certain basic requirements for contracts.
In addition, you can activate various checks such as messages about open quotations or
outline agreements, searches for customer-material info records, or credit limit checks. Note
that activating checks can affect system performance.

Hint:
Adding a new sales document type to sales processing is time consuming
because many of the entries in Customizing depend on the sales document type.
To avoid any difficulties, you should generate a new sales document type by
copying an existing one with similar functions. This document type should be one
from the SAP standard system or should already have been tested by your
company.
When you copy the document type, both the fields and the dependent entries are
copied. Once the system has copied the document, it automatically generates a
log that you can save for documentation purposes.

Order Types Permitted for Sales Area

Figure 31: Order Types Permitted for Sales Area

You can use Customizing to define which sales document types are valid in which...

Sales organizations

Distribution channels

Divisions

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