Assign Business Posting type in Sales document

The business posting type is assigned to the sales documents when they are released or posted.

The following procedure describes how the business posting type is assigned to the sales order when you release the order. The steps are similar for the sales invoice.

1. Select the Search icon, enter Sales Orders, and then choose the related link.
   The Sales Orders list page opens.
2. On the action bar, click New.
   The Sales Order Card page opens.
3. In the Customer Name field, select the name of the customer.
4. On the Shipping and Billing FastTab, in the Ship-to field, select the address that the products are shipped.
5. On the Line FastTab, select the line that you want to process.
   The source country is determined based on the Location Code entered in the sales lines. If the Location Code is blank, the source country is determined from the Company Information.
   The destination country is determined based on the Ship-to code. The Sell-to code is used as the destination country if the Ship-to address field is left empty. The Bill-to country code is taken into consideration as the destination country if both Sell-to (the country of the client) and Ship-to are left blank.
6. On the action bar, select Release > Release.
   A dialog box appears, and the following message appears:
   If you change VAT Bus. Posting Group the existing sales lines will be deleted and new sales lines based on the new information on the header will be created. Do you want to continue?
7. Select Yes to confirm.
   A dialog box appears, and the following message appears:
   If you change Gen. Bus. Posting Group, the existing sales lines will be deleted and new sales lines based on the new information on the header will be created. Do you want to continue?
8. Select Yes to confirm.
   The following fields are updated accordingly to the sales order based on the source and destination country:
   • Business Posting Type Code
   • Business Posting Type Description
   • Gen. Bus. Posting Group
   • VAT. Bus. Posting Group
   • Customer. Bus. Posting Group

When you include the order lines and then modify the Ship-to Code, the business posting type is immediately updated. Likewise, while releasing or posting the order/invoice, the system checks again and updates the appropriate business posting type.

Assign Business Posting type in Purchase documents

The following procedure describes how the business posting type is assigned to the purchase order when you release the order. The steps are similar for the purchase invoice.

1. Select the Search icon , enter Purchase Orders, and then choose the related link.
   The Purchase Orders list page opens.
2. On the action bar, click New.
   The Purchase Order Card page opens.
3. In the Vendor Name field, select the name of the vendor.
4. On the Shipping and Billing FastTab, in the Ship-to field, select the address to which the products must be shipped.
5. On the Lines FastTab, select the line that you want to process.
6. On the Alternate Vendor Address Code field, select the Vendor’s order address.
   The source country is determined based on the Order Address country code. The Vendor Country code is used as the source country if the country code on the Order Address field is blank.
   The destination country is determined based on the Location Code entered in the purchase header. If the location code from both the header and line level is blank, the Ship-to Country code from the company information is used as the destination country.
   A dialog box appears, and the following message appears:
   If you change VAT Bus. Posting Group the existing sales lines will be deleted and new purchase lines based on the new information on the header will be created. Do you want to continue?
7. Select Yes to confirm.
   A dialog box appears, and the following message appears:
   If you change Gen. Bus. Posting Group, the existing sales lines will be deleted and new purchase lines based on the new information on the header will be created. Do you want to continue?
8. Select Yes to confirm.
   The following fields are updated accordingly to the sales order based on the source and destination country:
   • Business Posting Type Code
   • Business Posting Type Description
   • Gen. Bus. Posting Group
   • VAT. Bus. Posting Group
   • Vendor. Bus. Posting Group
9. On the action bar, select Release > Release.

Visibility of the business posting type on the Posted Sales and Purchase documents

When you have posted the sales or purchase document, the information on the order is inherited and displayed on the posted document. Likewise, you can view the business posting group values in the respective fields.

The following procedure describes the visibility of the business posting type on the posted sales invoice. This procedure works the same way for posted purchase invoice.

1. Select the Search icon , enter Sales Orders, and then choose the related link.
   The Sales Orders list page opens.
2. On the action bar, click New.
   The Sales Order Card page opens.
3. On the General FastTab, in the Customer Name field, select the desired record.
4. On the Lines FastTab, fill in the necessary fields.
5. On the action bar, select Release > Release.
   (or)
6. Alternatively, on the Shipping and Billing FastTab, in the Ship-to field, select the alternative address.
   The change of Ship-to address automatically updates the Business Posting Type based on the selected source and destination country.
7. On the action bar, select Posting > Post.

The assigned Business Posting Type code and corresponding description are visible on the posted sales order.