Manage sales documents

When a customer is selected on a sales document, the system inherits the Service Provisioning Type field value set up for the customer to the sales document. Further, you can change the Service Provisioning Type field value on the General FastTab of the sales document as required.

On the Lines FastTab, the system ensures only relevant items can be added to the sales document. For example, if the Service Provisioning Type field value is set to Third-Party on a sales order, the system allows selling only third-party items.

When the Service Provisioning Type field value is set to Third-Party, the system restricts any price additions. Upon posting, the system does not create any value entries.

On the header and lines, select the Third Party No. field value to specify the third-party customer who owns the goods in the relevant sales order.

The system automatically inherits the Service Provisioning Type field value to associated warehouse, inventory put-away or pick, and posted sales documents.

• The system displays a notification when updating the Third Party No. field value on the header after lines exist.
• The Third Party No. field value is automatically used during lot assignment to populate the lot ownership attribute, without overwriting existing values.

Freight trade plan for sales

If the Service Provisioning Type field value is set to Own, a trade accrual interim record is created following normal trade management business rules.
If the Service Provisioning Type field value is set to Third-Party, no trade accrual interim record is created but a service billing entry is created according the business rules from service provisioning.

Third party number on trade plan rates for sales

The system uses the Third Party No. field value from the sales order to filter applicable trade plan rate lines. When the Third Party No. field value is set in the sales order header or lines, the system matches only rate lines where the Third Party No. field value equals the document value.

In the sales order header, when you set the Third Party No. field value, the system does not recalculate trade costs automatically. The trade costs are fetched and applied when the sales order is released, based on the Third Party No. value in the document header.

In the sales order lines, when you change the Third Party No. field value in a line, the system immediately recalculates the document trade lines for that line based on the updated Third Party No. field value.

• The Third Party No. field is available on the Document Trade Cost and Document Trade Cost Line pages for sales documents.
• The system shows an error when you try to change the Third Party No. field value after the document is released.