Controls during the sales process

Article • 4/29/2023 • 2 min read

The purpose of setting up sales compliance documents is to ensure that the relevant compliance documents are available and/or approved by the person responsible for selling from the specific customer.

To ensure the presence and authorization of these documents, verification checks must be performed during various stages of the end-to-end procurement process, specifically at the time of sales order release, sales order receipt, or sales order invoicing.

An error occurs when the sales compliance document must be approved. The error message is shown in the case that the sales compliance document is “Applicable” and has the approval status “To Approve”. The following scenarios can occur:

The following scenarios can occur:

When releasing a sales order and the sales compliance document has been set up with the control type “Order Control.”
When posting a sales order for shipment and the sales compliance document has been set up with the control type “Shipment Control.”
When registering an inventory put-away or posting a warehouse shipment with a source document containing a sales compliance document with the control type “Shipment Control.”
When releasing a sales invoice and the sales compliance document has been set up with the control type “Invoice Control.”
When posting a sales order for an invoice, and the sales compliance document has been set up with the control type “Invoice Control.”
When posting a sales invoice and the sales compliance document has been set up with the control type “Invoice Control.”

Because the same checks are executed when managing the sales return process, the following scenarios can occur:

When releasing a sales return order and the sales compliance document has been set up with the control type “Order Control.”
When posting a sales return order for receipt and the sales compliance document has been set up with the control type “Shipment Control.”
When registering an inventory pick or posting a warehouse receipt with a sales return order as the source document that contains a sales compliance document with the control type “Shipment Control.”
When releasing a sales credit memo and the sales compliance document has been set up with the control type “Invoice Control.”
When posting a sales return order for an invoice and the sales compliance document has been set up with the control type “Invoice Control.”
When posting a sales credit memo and the sales compliance document has been set up with the control type “Invoice Control.”