Sales Document type field control - Part 1

Sales Document Type: 

This field represents the identifier and description for the sales document type. We can define our own sales document type starting with characters 'Y' or 'Z'.

As a best practice, it is always good to copy the existing document type and create a new one referencing it.


Sales Document Category :

This classifies different types of sales documents that we can process in the SD module such as Inquiry ,Quotations, sales orders, deliveries, and invoices.

The document category determines how the system stores and keeps track of document data. It enables the system to provide you with status information about delivery processing, billing of the sales document.

When you create your sales document via the copy with reference option, this category field enables

the SAP system to provide the status information about the reference documents.

Below are the standard sales document categories exist in the SAP system

A  Inquiry
B  Quotation
C  Order
D  Item proposal
E  Scheduling agreement
F  Scheduling agreement with external servic
G  Contract
H  Returns
I  Order w/o charge
K  Credit memo request
L  Debit memo request
W  Independent reqts plan

0  Master contract

Sales document block

If we disable or stop any of the existing process for which we leverage this document type then we can restrict business user by using this document type by blocking it.

If user still try to use it then system throws an error message.

Further, This field also controls if the document type is available only for automatic processing.

Ex. Rebates.

Below are the selection fields for processing :

Blank - If document type is available to use then leave this field as blank.

'X' - If the value of the field is 'X' then system restrict this documents from using during sales order processing.

'A' - If the value of the field is 'A" then this will be used only during automatic processing of sales documents.

Number Ranges

Sales documents accepts both internal and external number ranges. System by default gives first preference to internal number range if non exist in system checks for external number range.

Number ranges are maintained using T.Code VN01 and assign interval in sales documents.

It is not a best practice to transport number ranges instead creates individually in each and every system independently.

Item Number Increment

This will gives the multiples in which item number need to be incremented

 Always it is best practice to maintain gaps in item numbers.

Line item 10 , 20 , 30 for first , second and third line respectively.

Sub Item Increment

If sub items exists for a main materials then this sub item increment is used. Ideally this will be used for BOM and other structural materials