<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/td/onlinemanual/000407" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Flexible sales order processing</Title>
		<Keyword><Level1>flexible sales order processing</Level1>
		</Keyword>
		<Keyword><Level1>process</Level1>
		</Keyword>
	</Header>
	<AimSection><Paragraph>In SSA ERP, the processing of sales orders can be automated. For each activity that is linked to an order type, you can indicate its execution mode.</Paragraph>
		<List><ListIntro>Flexible sales order processing enables you to:</ListIntro>
			<ListItem>Indicate for the <Link href="/baanerp/td/glossary/glossary#000172" role="glossary">sales order type</Link> what <Link href="/baanerp/td/glossary/glossary#000129" role="glossary">activities</Link> must be executed automatically and what activities require manual intervention.</ListItem>
			<ListItem>Enter a default device to which the (error) reports for a certain activity must be sent.</ListItem>
		</List>
		<Paragraph>The execution of the order procedure activities can start when a user approves the order, either in a batch session, or by clicking a button that approves the particular order. After approval of an order, all automatic activities are executed successively until an activity is defined as not automatic. After you executed the non-automatic activity manually, SSA ERP executes the next automatic activity, and so on. As a result, for each order type you can indicate the activities that you want to automate and the activities that need your interference.</Paragraph>
		<Paragraph>To enable flexible order processing, you must first define the master data.</Paragraph>
	</AimSection>
	<ProcedureSection><SectionTitle>Master data</SectionTitle>
		<Steps><Step><StepTitle><GUIRef href="/baanerp/td/sls/tdsls0194s000" role="session">Sales Order Types (tdsls0194s000)</GUIRef>
				</StepTitle>
				<Paragraph>Define sales order types in the <GUIRef href="/baanerp/td/sls/tdsls0194s000" role="session">Sales Order Types (tdsls0194s000)</GUIRef> session.</Paragraph>
			</Step>
			<Step><StepTitle><GUIRef href="/baanerp/td/sls/tdsls0560m000" role="session">Sales Order Type - Activities (tdsls0560m000)</GUIRef>
				</StepTitle>
				<Paragraph>Link activities to these order types in the <GUIRef href="/baanerp/td/sls/tdsls0560m000" role="session">Sales Order Type - Activities (tdsls0560m000)</GUIRef> session and indicate which of the activities must be executed automatically and which manually, by selecting or clearing the <GUIRef href="/baanerp/td/sls/tdsls0560m000#tdsls060.auto" role="formfield">Automatic</GUIRef> check box.</Paragraph>
				<List><ListTitle>Mandatory activities</ListTitle>
					<ListIntro>When you create an order type in the <GUIRef href="/baanerp/td/sls/tdsls0560m000" role="session">Sales Order Type - Activities (tdsls0560m000)</GUIRef> session, SSA ERP automatically links the following predefined mandatory activities to the order type in the <GUIRef href="/baanerp/td/sls/tdsls0560m000#tdsls060.acti" role="formfield">Activity</GUIRef> field of the <GUIRef href="/baanerp/td/sls/tdsls0560m000" role="session">Sales Order Type - Activities (tdsls0560m000)</GUIRef> session:</ListIntro>
					<ListItem><GUIRef href="/baanerp/td/sls/tdsls4246m000" role="session">Release Sales Orders to Warehousing (tdsls4246m000)</GUIRef>
					</ListItem>
					<ListItem><GUIRef href="/baanerp/td/sls/tdsls4101m200" role="session">Maintain Deliveries Sales Order Lines (tdsls4101m200)</GUIRef>
					</ListItem>
					<ListItem><GUIRef href="/baanerp/td/sls/tdsls4247m000" role="session">Release Sales Orders/Schedules to Invoicing (tdsls4247m000)</GUIRef>
					</ListItem>
					<ListItem><GUIRef href="/baanerp/td/sls/tdsls4223m000" role="session">Process Delivered Sales Orders (tdsls4223m000)</GUIRef>
					</ListItem>
				</List>
				<List><ListItem>For the consignment replenishment order type, the activity <GUIRef href="/baanerp/td/sls/tdsls4247m000" role="session">Release Sales Orders/Schedules to Invoicing (tdsls4247m000)</GUIRef> is not linked.</ListItem>
					<ListItem>For the retro-billed order type, the activity <GUIRef href="/baanerp/td/sls/tdsls4246m000" role="session">Release Sales Orders to Warehousing (tdsls4246m000)</GUIRef> is not linked.</ListItem>
				</List>
				<Paragraph>Although the activities <GUIRef href="/baanerp/td/sls/tdsls4246m000" role="session">Release Sales Orders to Warehousing (tdsls4246m000)</GUIRef> and <GUIRef href="/baanerp/td/sls/tdsls4101m200" role="session">Maintain Deliveries Sales Order Lines (tdsls4101m200)</GUIRef> can both be linked as a mandatory activity to the order type, either the <GUIRef href="/baanerp/td/sls/tdsls4246m000" role="session">Release Sales Orders to Warehousing (tdsls4246m000)</GUIRef> activity or the <GUIRef href="/baanerp/td/sls/tdsls4101m200" role="session">Maintain Deliveries Sales Order Lines (tdsls4101m200)</GUIRef> activity is executed during the order procedure. You cannot execute both activities for the sales order. This applies to sales orders with a cost or service item. A sales order is released to <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef> if it contains an item whose <GUIRef href="/baanerp/tc/ibd/tcibd0101s000#tcibd001.kitm" role="formfield">Item Type</GUIRef> is set to <GUIRef href="/baanerp/tc/domains/kitm#cost" role="enum">Cost</GUIRef> or <GUIRef href="/baanerp/tc/domains/kitm#service" role="enum">Service</GUIRef> in the <GUIRef href="/baanerp/tc/ibd/tcibd0101s000" role="session">Item - General (tcibd0101s000)</GUIRef> session and for which the <GUIRef href="/baanerp/td/isa/tdisa0101s000#tdisa001.retw" role="formfield">Release to Warehouse</GUIRef> check box is selected in the <GUIRef href="/baanerp/td/isa/tdisa0101s000" role="session">Item - Sales (tdisa0101s000)</GUIRef> session. If the <GUIRef href="/baanerp/td/isa/tdisa0101s000#tdisa001.retw" role="formfield">Release to Warehouse</GUIRef> check box is cleared, you must manually maintain the deliveries for the sales order in the <GUIRef href="/baanerp/td/sls/tdsls4101m200" role="session">Maintain Deliveries Sales Order Lines (tdsls4101m200)</GUIRef> session.</Paragraph>
				<List><ListTitle>Optional activities</ListTitle>
					<ListIntro>To support you in setting up a flexible order processing procedure, in addition to the mandatory activities, SSA ERP also links the following optional activities to the <GUIRef href="/baanerp/td/sls/tdsls0560m000#tdsls060.acti" role="formfield">Activity</GUIRef> field, which you can delete again in the <GUIRef href="/baanerp/td/sls/tdsls0560m000" role="session">Sales Order Type - Activities (tdsls0560m000)</GUIRef> session:</ListIntro>
					<ListItem><GUIRef href="/baanerp/td/sls/tdsls4401m000" role="session">Print Sales Order Acknowledgements/RMAs (tdsls4401m000)</GUIRef>
					</ListItem>
					<ListItem><GUIRef href="/baanerp/td/sls/tdsls4244m000" role="session">Generate (Project) Structure for Sales Orders (tdsls4244m000)</GUIRef>
					</ListItem>
					<ListItem><GUIRef href="/baanerp/td/sls/tdsls4222m000" role="session">Generate Freight Orders (tdsls4222m000)</GUIRef>.</ListItem>
					<ListItem><GUIRef href="/baanerp/td/sls/tdsls4240m000" role="session">Generate Purchase Order Advice for Sales Order (tdsls4240m000)</GUIRef>
					</ListItem>
					<ListItem><GUIRef href="/baanerp/wh/inp/whinp2200m000" role="session">Generate Inventory Commitment (whinp2200m000)</GUIRef>
					</ListItem>
				</List>
				<List><ListItem>The activity <GUIRef href="/baanerp/td/sls/tdsls4240m000" role="session">Generate Purchase Order Advice for Sales Order (tdsls4240m000)</GUIRef> is only activated/ must only be executed when the <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.dltp" role="formfield">Delivery Type</GUIRef> field is set to <GUIRef href="/baanerp/td/domains/sls.dltp#direct.delivery" role="enum">Direct Delivery</GUIRef>, or <GUIRef href="/baanerp/td/domains/sls.dltp#cross.docking" role="enum">Cross-docking</GUIRef> in the <GUIRef href="/baanerp/td/sls/tdsls4101m000" role="session">Sales Order Lines (tdsls4101m000)</GUIRef> session or the <GUIRef href="/baanerp/td/sls/tdsls4101m100" role="session">Delivery Lines (tdsls4101m100)</GUIRef> session.</ListItem>
					<ListItem>For the retro-billed order type, the return order order type, the collect order type, and the cost order order type, the activity <GUIRef href="/baanerp/td/sls/tdsls4222m000" role="session">Generate Freight Orders (tdsls4222m000)</GUIRef> cannot be linked. This also applies if the <GUIRef href="/baanerp/td/sls/tdsls0194s000#tdsls094.cnsi" role="formfield">Consignment Invoicing</GUIRef> check box is selected in the <GUIRef href="/baanerp/td/sls/tdsls0194s000" role="session">Sales Order Types (tdsls0194s000)</GUIRef> session.</ListItem>
					<ListItem>When you link <GUIRef href="/baanerp/td/sls/tdsls4222m000" role="session">Generate Freight Orders (tdsls4222m000)</GUIRef> as an activity to the order type, execution of this activity is actually controlled on the sales order line, or the sales order delivery line. For more information on the <GUIRef href="/baanerp/td/sls/tdsls4222m000" role="session">Generate Freight Orders (tdsls4222m000)</GUIRef> activity, refer to <Link href="/baanerp/td/onlinemanual/000394" role="manual">Integration Freight Order Control and Sales Control</Link>.</ListItem>
				</List>
			</Step>
			<Step><StepTitle><GUIRef href="/baanerp/td/sls/tdsls0139m000" role="session">User Profiles (tdsls0139m000)</GUIRef>/ <GUIRef href="/baanerp/td/sls/tdsls0140m000" role="session">Default Devices by User (tdsls0140m000)</GUIRef>
				</StepTitle>
				<Paragraph>Define a default device to which reports are printed for the user in the <GUIRef href="/baanerp/td/sls/tdsls0139m000" role="session">User Profiles (tdsls0139m000)</GUIRef> session.</Paragraph>
				<List><ListIntro>When you insert a user profile in the <GUIRef href="/baanerp/td/sls/tdsls0139m000" role="session">User Profiles (tdsls0139m000)</GUIRef> session, SSA ERP automatically inserts the following printing sessions in the <GUIRef href="/baanerp/td/sls/tdsls0140m000" role="session">Default Devices by User (tdsls0140m000)</GUIRef> session:</ListIntro>
					<ListItem><GUIRef href="/baanerp/td/sls/tdsls1401m000" role="session">Print Sales Quotations (tdsls1401m000)</GUIRef>.</ListItem>
					<ListItem><GUIRef href="/baanerp/td/sls/tdsls3405m000" role="session">Print Sales Contract Acknowledgements (tdsls3405m000)</GUIRef>.</ListItem>
					<ListItem><GUIRef href="/baanerp/td/sls/tdsls3406m000" role="session">Print Sales Contract Reminders (tdsls3406m000)</GUIRef>.</ListItem>
					<ListItem><GUIRef href="/baanerp/td/sls/tdsls4401m000" role="session">Print Sales Order Acknowledgements/RMAs (tdsls4401m000)</GUIRef>.</ListItem>
				</List>
				<Paragraph>For each printing session, you can define the device that is used for printing in the <GUIRef href="/baanerp/td/sls/tdsls0140m000" role="session">Default Devices by User (tdsls0140m000)</GUIRef> session. You can start this session by clicking <GUIRef href="/baanerp/td/sls/tdsls0139m000#tdsls0140m000" role="formcommand">Default Devices by User</GUIRef> on the <GUIRef href="" role="menu">Specific</GUIRef> menu of the <GUIRef href="/baanerp/td/sls/tdsls0139m000" role="session">User Profiles (tdsls0139m000)</GUIRef> session. The <GUIRef href="/baanerp/td/sls/tdsls0140m000#tdsls040.devc" role="formfield">Device</GUIRef> in the <GUIRef href="/baanerp/td/sls/tdsls0140m000" role="session">Default Devices by User (tdsls0140m000)</GUIRef> session is defaulted from the <GUIRef href="/baanerp/td/sls/tdsls0139m000#tdsls039.devc" role="formfield">Device</GUIRef> in the <GUIRef href="/baanerp/td/sls/tdsls0139m000" role="session">User Profiles (tdsls0139m000)</GUIRef> session, but can be overwritten in the <GUIRef href="/baanerp/td/sls/tdsls0140m000" role="session">Default Devices by User (tdsls0140m000)</GUIRef> session.</Paragraph>
				<ProcedureList><ListIntro>The device search path for printing external documents is as follows:</ListIntro>
					<ListItem>From the <GUIRef href="/baanerp/td/sls/tdsls0140m000" role="session">Default Devices by User (tdsls0140m000)</GUIRef> session.</ListItem>
					<ListItem>From the <GUIRef href="/baanerp/td/sls/tdsls0560m000" role="session">Sales Order Type - Activities (tdsls0560m000)</GUIRef> session.</ListItem>
					<ListItem>If no device can be found, you must select a device from a pop-up screen.</ListItem>
				</ProcedureList>
				<ProcedureList><ListIntro>The device search path for printing internal documents is as follows:</ListIntro>
					<ListItem>From the <GUIRef href="/baanerp/td/sls/tdsls0139m000" role="session">User Profiles (tdsls0139m000)</GUIRef> session.</ListItem>
					<ListItem>From the <GUIRef href="/baanerp/td/sls/tdsls0560m000" role="session">Sales Order Type - Activities (tdsls0560m000)</GUIRef> session.</ListItem>
					<ListItem>If no device can be found, you must select a device from a pop-up screen.</ListItem>
				</ProcedureList>
			</Step>
		</Steps>
	</ProcedureSection>
	<Note><SectionTitle>Note</SectionTitle>
		<List><ListItem>If an error report is printed, SSA ERP always uses the device that is entered in the <GUIRef href="/baanerp/td/sls/tdsls0139m000#tdsls039.devc" role="formfield">Device</GUIRef> field of the <GUIRef href="/baanerp/td/sls/tdsls0139m000" role="session">User Profiles (tdsls0139m000)</GUIRef> session. If no device is entered, you must select a device from a pop-up screen.</ListItem>
			<ListItem>For automatically executed activities, no process reports are printed.</ListItem>
		</List>
	</Note>
	<GeneralSection><SectionTitle>Relation between sales order status and flexible sales order processing</SectionTitle>
		<Paragraph>The starting moment on which the defined order procedure activities are executed, is when the sales order receives the <GUIRef href="/baanerp/td/domains/sls.hdst#approved" role="enum">Approved</GUIRef> status.</Paragraph>
		<List><ListIntro>You can approve sales orders by:</ListIntro>
			<ListItem>Running the <GUIRef href="/baanerp/td/sls/tdsls4211m000" role="session">Approve Sales Orders (tdsls4211m000)</GUIRef> session, in which you can approve a range of sales orders that originate from EDI.</ListItem>
			<ListItem>Selecting a sales order and clicking <GUIRef href="/baanerp/td/sls/tdsls4100m900#approve.sales.order" role="formcommand">Approve</GUIRef> on the <GUIRef href="" role="menu">Specific</GUIRef> menu of the <GUIRef href="/baanerp/td/sls/tdsls4100m000" role="session">Sales Orders (tdsls4100m000)</GUIRef> session/ <GUIRef href="/baanerp/td/sls/tdsls4100m900" role="session">Sales Order - Lines (tdsls4100m900)</GUIRef> session.</ListItem>
		</List>
		<Note><SectionTitle>Note</SectionTitle>
			<List><ListItem>Only orders that are <GUIRef href="/baanerp/td/domains/sls.hdst#approved" role="enum">Approved</GUIRef> are taken into account in the flexible order processing functionality.</ListItem>
				<ListItem>If you defined an order as a <Link href="/baanerp/td/glossary/glossary#000374" role="glossary">rush order</Link>, the order cannot be rushed before it receives the <GUIRef href="/baanerp/td/domains/sls.hdst#approved" role="enum">Approved</GUIRef> status. Once the rush order is released to <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef>, it has priority over normal sales orders.</ListItem>
			</List>
		</Note>
		<ExampleSection><SectionTitle>Example</SectionTitle>
			<TABLE border="1"><TBODY><TR><TH width="137">Order type sequence</TH>
						<TH width="430">Activity</TH>
						<TH width="75">Automatic</TH>
					</TR>
					<TR><TD width="137">1</TD>
						<TD width="430">
							<GUIRef href="/baanerp/td/sls/tdsls4401m000" role="session">Print Sales Order Acknowledgements/RMAs (tdsls4401m000)</GUIRef>
						</TD>
						<TD width="75">Yes</TD>
					</TR>
					<TR><TD width="137">2</TD>
						<TD width="430">
							<GUIRef href="/baanerp/td/sls/tdsls4246m000" role="session">Release Sales Orders to Warehousing (tdsls4246m000)</GUIRef>
						</TD>
						<TD width="75">Yes</TD>
					</TR>
					<TR><TD width="137">4</TD>
						<TD width="430">
							<GUIRef href="/baanerp/td/sls/tdsls4223m000" role="session">Process Delivered Sales Orders (tdsls4223m000)</GUIRef>
						</TD>
						<TD width="75">No</TD>
					</TR>
				</TBODY>
			</TABLE>
			<Paragraph>Because <GUIRef href="/baanerp/td/sls/tdsls4401m000" role="session">Print Sales Order Acknowledgements/RMAs (tdsls4401m000)</GUIRef> is an automatic activity, the sales order is printed as soon as it is approved. Next, SSA ERP automatically executes the activity <GUIRef href="/baanerp/td/sls/tdsls4246m000" role="session">Release Sales Orders to Warehousing (tdsls4246m000)</GUIRef>. However, you must manually process the delivered sales order in the <GUIRef href="/baanerp/td/sls/tdsls4223m000" role="session">Process Delivered Sales Orders (tdsls4223m000)</GUIRef> session.</Paragraph>
		</ExampleSection>
		<GeneralSection><SectionTitle>Sales order line changes</SectionTitle>
			<Paragraph>If a line of an approved sales order is modified, the order header status changes to <GUIRef href="/baanerp/td/domains/sls.hdst#modified" role="enum">Modified</GUIRef>, and SSA ERP selects the <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.modi" role="formfield">Modified</GUIRef> check box in the <GUIRef href="/baanerp/td/sls/tdsls4101m000" role="session">Sales Order Lines (tdsls4101m000)</GUIRef>/ <GUIRef href="/baanerp/td/sls/tdsls4100m900" role="session">Sales Order - Lines (tdsls4100m900)</GUIRef> session. The modified sales order line is excluded from the automatic execution of order activities. To re-approve the sales order, click <GUIRef href="/baanerp/td/sls/tdsls4100m900#approve.sales.order" role="formcommand">Approve</GUIRef> on the <GUIRef href="" role="menu">Specific</GUIRef> menu of the <GUIRef href="/baanerp/td/sls/tdsls4100m000" role="session">Sales Orders (tdsls4100m000)</GUIRef> session, or the <GUIRef href="/baanerp/td/sls/tdsls4100m900" role="session">Sales Order - Lines (tdsls4100m900)</GUIRef> session. As a result, SSA ERP clears the <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.modi" role="formfield">Modified</GUIRef> check box in the <GUIRef href="/baanerp/td/sls/tdsls4101m000" role="session">Sales Order Lines (tdsls4101m000)</GUIRef>/ <GUIRef href="/baanerp/td/sls/tdsls4100m900" role="session">Sales Order - Lines (tdsls4100m900)</GUIRef> session and changes the sales order header status to <GUIRef href="/baanerp/td/domains/sls.hdst#approved" role="enum">Approved</GUIRef> again.</Paragraph>
		</GeneralSection>
	</GeneralSection>
	<GeneralSection><SectionTitle>Delivery line changes</SectionTitle>
		<List><ListItem>When an approved sales order line changes to a sales order line with delivery lines linked to it, the order line and delivery lines remain approved. The reason for this is that the new delivery lines are a copy of the approved sales order line.</ListItem>
			<ListItem>You must manually approve a delivery line that is added or modified. The sales order header status that, as a result, was set to <GUIRef href="/baanerp/td/domains/pur.hdst#modified" role="enum">Modified</GUIRef>, changes to <GUIRef href="/baanerp/td/domains/pur.hdst#approved" role="enum">Approved</GUIRef> again.</ListItem>
			<ListItem>When a sales order line is set to <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.modi" role="formfield">Modified</GUIRef>, SSA ERP also sets the linked delivery lines to <GUIRef href="/baanerp/td/sls/tdsls4101m100#tdsls401.modi" role="formfield">Modified</GUIRef>.</ListItem>
			<ListItem>When the delivery line is a back order line, and the <GUIRef href="/baanerp/td/sls/tdsls0100s400#tdsls000.cboa.4" role="formfield">Confirm Back Orders Automatically</GUIRef> check box is selected in the <GUIRef href="/baanerp/td/sls/tdsls0100s400" role="session">Sales Order Parameters (tdsls0100s400)</GUIRef> session, SSA ERP automatically confirms the back order when deliveries are reported back from <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef>. When the back order is confirmed automatically, SSA ERP also approves it automatically. If you change a back order line, SSA ERP selects the <GUIRef href="/baanerp/td/sls/tdsls4101m100#tdsls401.modi" role="formfield">Modified</GUIRef> check box on the back order line and changes the sales order header status to <GUIRef href="/baanerp/td/domains/sls.hdst#modified" role="enum">Modified</GUIRef>.</ListItem>
		</List>
	</GeneralSection>
	<RelatedTopics><SectionTitle>Related topics</SectionTitle>
		<RelTopic><Link href="/baanerp/td/onlinemanual/000392" role="manual">Rush orders</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/td/onlinemanual/000121" role="manual">Back order handling</Link>
		</RelTopic>
	</RelatedTopics>
</ManualTopic>
