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<ManualTopic ID="/baanerp/td/onlinemanual/000418" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Customer approval</Title>
		<Keyword><Level1>customer approval</Level1>
		</Keyword>
		<Keyword><Level1>goods approval</Level1>
		</Keyword>
		<Keyword><Level1>delivered goods</Level1>
			<Level2>approving</Level2>
		</Keyword>
	</Header>
	<AimSection><Paragraph>In SSA ERP you can indicate whether <Link href="/baanerp/tc/glossary/glossary#000415" role="glossary">customer approval</Link> must be implemented. Customer approval refers to the delivery of goods: the sold-to business partner must approve the goods that are delivered on a sales order before the goods can be invoiced. The ownership of the goods does not change from supplier to sold-to business partner before the goods are approved by the sold-to business partner.</Paragraph>
		<List><ListIntro>If customer approval is implemented, you:</ListIntro>
			<ListItem>Must maintain and send invoices based on the quantity that is approved by the sold-to business partner.</ListItem>
			<ListItem>Can automatically generate a sales return order for the rejected quantity.</ListItem>
		</List>
		<Paragraph>If customer approval is not implemented, the ownership of the goods changes from supplier to sold-to business partner when the shipment is confirmed in <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef>. SSA ERP automatically generates an invoice for the sold-to business partner based on the delivered quantity.</Paragraph>
	</AimSection>
	<ProcedureSection><SectionTitle>Settings for customer approval</SectionTitle>
		<ProcIntro><Paragraph>If you want to use the customer approval functionality, perform the following settings:</Paragraph>
		</ProcIntro>
		<Steps><Step><StepTitle><GUIRef href="/baanerp/tc/com/tccom0100s000" role="session">Implemented Software Components (tccom0100s000)</GUIRef>
				</StepTitle>
				<Paragraph>Select the <GUIRef href="/baanerp/tc/com/tccom0100s000#tccom000.capp" role="formfield">Customer Approval</GUIRef> check box in the <GUIRef href="/baanerp/tc/com/tccom0100s000" role="session">Implemented Software Components (tccom0100s000)</GUIRef> session if you want customer approval to be implemented. You can only select this check box if the <GUIRef href="/baanerp/tc/com/tccom0100s000#tccom000.dsri" role="groupbox">Order Management (TD)</GUIRef> check box is also selected in this session.</Paragraph>
			</Step>
			<Step><StepTitle><GUIRef href="/baanerp/tc/com/tccom4111s000" role="session">Ship-to Business Partners (tccom4111s000)</GUIRef>
				</StepTitle>
				<List><ListIntro>In the <GUIRef href="/baanerp/tc/com/tccom4111s000" role="session">Ship-to Business Partners (tccom4111s000)</GUIRef> session, you can indicate for the ship-to business partner whether:</ListIntro>
					<ListItem>The delivered goods must be approved for a sales order. If yes, select the <GUIRef href="/baanerp/tc/com/tccom4111s000#tccom111.capp" role="formfield">Customer Approval</GUIRef> check box.</ListItem>
					<ListItem>A sales return order must be generated for the rejected quantity of the delivered goods. If yes, select the <GUIRef href="/baanerp/tc/com/tccom4111s000#tccom111.rrqt" role="formfield">Return Rejected Quantity</GUIRef> check box.</ListItem>
				</List>
			</Step>
			<Step><StepTitle><GUIRef href="/baanerp/td/isa/tdisa0110s000" role="session">Item - Sales Business Partner (tdisa0110s000)</GUIRef>
				</StepTitle>
				<List><ListIntro>Similar to the fields in step 2, you can define the following fields for an item - business partner combination in the <GUIRef href="/baanerp/td/isa/tdisa0110s000" role="session">Item - Sales Business Partner (tdisa0110s000)</GUIRef> session:</ListIntro>
					<ListItem><GUIRef href="/baanerp/td/isa/tdisa0110s000#tdisa010.capp" role="formfield">Customer Approval</GUIRef>
					</ListItem>
					<ListItem><GUIRef href="/baanerp/td/isa/tdisa0110s000#tdisa010.rrqt" role="formfield">Return Rejected Quantity</GUIRef>
					</ListItem>
				</List>
				<Paragraph>You cannot define these fields if the item is a cost item, service item, subcontracting item, or an equipment item.</Paragraph>
			</Step>
			<Step><StepTitle><GUIRef href="/baanerp/td/sls/tdsls0194s000" role="session">Sales Order Types (tdsls0194s000)</GUIRef>
				</StepTitle>
				<Paragraph>If you want a sales return order to be generated for the rejected quantity of the delivered goods, and as a result the <GUIRef href="/baanerp/td/isa/tdisa0110s000#tdisa010.rrqt" role="formfield">Return Rejected Quantity</GUIRef> check box is selected in the <GUIRef href="/baanerp/tc/com/tccom4111s000" role="session">Ship-to Business Partners (tccom4111s000)</GUIRef> and <GUIRef href="/baanerp/td/isa/tdisa0110s000" role="session">Item - Sales Business Partner (tdisa0110s000)</GUIRef> sessions, you must enter a sales return order type of the type <GUIRef href="/baanerp/td/domains/pur.reto#rejectgoods" role="enum">Return Rejects</GUIRef> in the <GUIRef href="/baanerp/td/sls/tdsls0194s000" role="session">Sales Order Types (tdsls0194s000)</GUIRef> session.</Paragraph>
				<Paragraph>Sales orders of the <GUIRef href="/baanerp/td/domains/pur.reto#rejectgoods" role="enum">Return Rejects</GUIRef> order type are always generated automatically.</Paragraph>
			</Step>
			<Step><StepTitle><GUIRef href="/baanerp/td/sls/tdsls0560m000" role="session">Sales Order Type - Activities (tdsls0560m000)</GUIRef>
				</StepTitle>
				<Paragraph>If the <GUIRef href="/baanerp/tc/com/tccom0100s000#tccom000.capp" role="formfield">Customer Approval</GUIRef> check box is selected in the <GUIRef href="/baanerp/tc/com/tccom0100s000" role="session">Implemented Software Components (tccom0100s000)</GUIRef> session, the activity <Link href="/baanerp/td/sls/tdsls4106m100" role="session">Sales Order Invoice Lines (tdsls4106m100)</Link> must be linked to the order type in the <GUIRef href="/baanerp/td/sls/tdsls0560m000" role="session">Sales Order Type - Activities (tdsls0560m000)</GUIRef> session.</Paragraph>
				<List><ListIntro>The <GUIRef href="/baanerp/td/sls/tdsls4106m100" role="session">Sales Order Invoice Lines (tdsls4106m100)</GUIRef> activity must be executed:</ListIntro>
					<ListItem>After the activities <GUIRef href="/baanerp/td/sls/tdsls4246m000" role="session">Release Sales Orders to Warehousing (tdsls4246m000)</GUIRef> or <GUIRef href="/baanerp/td/sls/tdsls4101m200" role="session">Maintain Deliveries Sales Order Lines (tdsls4101m200)</GUIRef>.</ListItem>
					<ListItem>Before the activity <GUIRef href="/baanerp/td/sls/tdsls4247m000" role="session">Release Sales Orders/Schedules to Invoicing (tdsls4247m000)</GUIRef>.</ListItem>
					<ListItem>Manually. As a result, you cannot select the <GUIRef href="/baanerp/td/sls/tdsls0560m000#tdsls060.auto" role="formfield">Automatic</GUIRef> check box for this activity.</ListItem>
				</List>
				<List><ListIntro>Whether the activity <GUIRef href="/baanerp/td/sls/tdsls4106m100" role="session">Sales Order Invoice Lines (tdsls4106m100)</GUIRef> is actually executed during the order procedure depends on whether:</ListIntro>
					<ListItem>The <GUIRef href="/baanerp/tc/com/tccom0100s000#tccom000.capp" role="formfield">Customer Approval</GUIRef> check box is selected in the <GUIRef href="/baanerp/tc/com/tccom0100s000" role="session">Implemented Software Components (tccom0100s000)</GUIRef> session. If this check box is cleared, the <GUIRef href="/baanerp/td/sls/tdsls4106m100" role="session">Sales Order Invoice Lines (tdsls4106m100)</GUIRef> activity is skipped/removed during execution of the order procedure.</ListItem>
					<ListItem>The order type is not a return order, collect order, cost order, retro-billed order, consignment replenishment order, or consignment invoicing order.</ListItem>
					<ListItem>The item is not a cost item, service item, subcontracting item, or equipment item.</ListItem>
					<ListItem>The item's inventory handling status is not set to <GUIRef href="/baanerp/tc/domains/inup#by.component" role="enum">By Component</GUIRef> in the <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.isss" role="formfield">Inventory Handling</GUIRef> field of the <GUIRef href="/baanerp/td/sls/tdsls4101m000" role="session">Sales Order Lines (tdsls4101m000)</GUIRef> session.</ListItem>
				</List>
			</Step>
			<Step><StepTitle><GUIRef href="/baanerp/td/sls/tdsls0100s400" role="session">Sales Order Parameters (tdsls0100s400)</GUIRef>
				</StepTitle>
				<Paragraph>Enter a sales return order type of the type <GUIRef href="/baanerp/td/domains/pur.reto#rejectgoods" role="enum">Return Rejects</GUIRef> in the <GUIRef href="/baanerp/td/sls/tdsls0100s400#tdsls000.rrtp.4" role="formfield">Return Rejection Order Type</GUIRef> field of the <GUIRef href="/baanerp/td/sls/tdsls0100s400" role="session">Sales Order Parameters (tdsls0100s400)</GUIRef> session. This order type is defaulted to the <GUIRef href="/baanerp/td/sls/tdsls4106m000#tdsls406.rotp" role="formfield">Rejection Order Type</GUIRef> field of the <GUIRef href="/baanerp/td/sls/tdsls4106m100" role="session">Sales Order Invoice Lines (tdsls4106m100)</GUIRef> session when you reject goods in this session and a return order must be generated for the rejected goods.</Paragraph>
			</Step>
		</Steps>
	</ProcedureSection>
	<GeneralSection><SectionTitle>To approve the delivered goods</SectionTitle>
		<Paragraph>As soon as an actual delivery line is inserted in the <GUIRef href="/baanerp/td/sls/tdsls4106m000" role="session">Sales Order Actual Delivery Lines (tdsls4106m000)</GUIRef> session, an invoice line is created for the actual delivery line in the <GUIRef href="/baanerp/td/sls/tdsls4106m100" role="session">Sales Order Invoice Lines (tdsls4106m100)</GUIRef> session with an invoice quantity that is equal to the delivered quantity.</Paragraph>
		<Paragraph>How invoice lines are handled in the <GUIRef href="/baanerp/td/sls/tdsls4106m100" role="session">Sales Order Invoice Lines (tdsls4106m100)</GUIRef> session, depends on the setting of the <GUIRef href="/baanerp/tc/com/tccom0100s000#tccom000.capp" role="formfield">Customer Approval</GUIRef> check box in the <GUIRef href="/baanerp/tc/com/tccom0100s000" role="session">Implemented Software Components (tccom0100s000)</GUIRef> session.</Paragraph>
		<GeneralSection><SectionTitle>Customer approval is not implemented:</SectionTitle>
			<List><ListItem>Only one invoice line can be created for one actual delivery line.</ListItem>
				<ListItem>You cannot maintain the invoice line.</ListItem>
				<ListItem>You need not approve the generated invoice line. The invoice line is approved automatically.</ListItem>
				<ListItem>If the <GUIRef href="/baanerp/td/sls/tdsls4247m000" role="session">Release Sales Orders/Schedules to Invoicing (tdsls4247m000)</GUIRef> is not an automatic activity in the order procedure, you can release the invoice line to <GUIRef href="/baanerp/ci" role="package">Central Invoicing</GUIRef> from the <GUIRef href="" role="manual" Update="No">Release to Invoicing</GUIRef> tab in the <GUIRef href="/baanerp/td/sls/tdsls4100m900" role="session">Sales Order - Lines (tdsls4100m900)</GUIRef>/ <GUIRef href="/baanerp/td/sls/tdsls4101m900" role="session">Sales Order Line - Deliveries (tdsls4101m900)</GUIRef> session.</ListItem>
			</List>
		</GeneralSection>
		<GeneralSection><SectionTitle>Customer approval is implemented:</SectionTitle>
			<List><ListItem>You must specify which part of the delivered quantity can be approved (invoiced) and which part is rejected, if applicable. <List><ListIntro>As a result, you can maintain the following fields:</ListIntro>
						<ListItem><Link href="/baanerp/td/sls/tdsls4106m100#tdsls406.qnvc" role="fieldhelp">Invoice Quantity</Link>
						</ListItem>
						<ListItem><Link href="/baanerp/td/sls/tdsls4106m100#tdsls406.qrrj" role="fieldhelp">Rejected Quantity</Link>
						</ListItem>
						<ListItem><Link href="/baanerp/td/sls/tdsls4106m100#tdsls406.dltp" role="fieldhelp">Delivery Type</Link>
						</ListItem>
						<ListItem><Link href="/baanerp/td/sls/tdsls4106m100#tdsls406.rotp" role="fieldhelp">Rejection Order Type</Link>
						</ListItem>
						<ListItem><Link href="/baanerp/td/sls/tdsls4106m100#tdsls406.rejr" role="fieldhelp">Rejection Reason</Link>
						</ListItem>
						<ListItem><Link href="/baanerp/td/sls/tdsls4106m100#tdsls406.apdt" role="fieldhelp">Approval Date</Link>
						</ListItem>
					</List>
				</ListItem>
				<ListItem>If a return order must be generated for the rejected goods and the return order fields are defined, SSA ERP generates the return order as soon as you approve the invoice line.</ListItem>
				<ListItem>If a part of the delivered quantity is approved or rejected and you approve the invoice line, SSA ERP accumulates the approved quantity and rejected quantity for the actual delivery line. If this accumulated quantity is lower than the delivered quantity, a new invoice line is generated for the remaining quantity. As a result, multiple invoice lines can be created for one actual delivery line.</ListItem>
				<ListItem>You must release the approved invoice line(s) to <GUIRef href="/baanerp/ci" role="package">Central Invoicing</GUIRef> by clicking <GUIRef href="/baanerp/td/sls/tdsls4106m100#release.line.to.invoicing" role="formcommand">Release Selected Sales Order Line(s)</GUIRef>, or <GUIRef href="/baanerp/td/sls/tdsls4106m100#tdsls4247m000" role="formcommand">Release to Invoicing (batch)...</GUIRef> on the <GUIRef href="" role="menu">Specific</GUIRef> menu.</ListItem>
			</List>
			<Note><SectionTitle>Note</SectionTitle>
				<List><ListItem>To approve a sales order invoice line, select the line and click <GUIRef href="/baanerp/td/sls/tdsls4106m100#approve.line" role="formcommand">Approve</GUIRef> on the <GUIRef href="" role="menu">Specific</GUIRef> menu of the <GUIRef href="/baanerp/td/sls/tdsls4106m100" role="session">Sales Order Invoice Lines (tdsls4106m100)</GUIRef> session. As a result, the invoice line status changes from <GUIRef href="/baanerp/td/domains/sls.ivls#free" role="enum">Free</GUIRef> to <GUIRef href="/baanerp/td/domains/sls.ivls#approved" role="enum">Approved</GUIRef>.</ListItem>
					<ListItem>You must maintain the deliveries for cost and service items in the <GUIRef href="/baanerp/td/sls/tdsls4101m200" role="session">Maintain Deliveries Sales Order Lines (tdsls4101m200)</GUIRef> session. As a result, the status of the invoice line is immediately set to <GUIRef href="/baanerp/td/domains/sls.ivls#approved" role="enum">Approved</GUIRef> in the <GUIRef href="/baanerp/td/sls/tdsls4106m100" role="session">Sales Order Invoice Lines (tdsls4106m100)</GUIRef> session.</ListItem>
				</List>
			</Note>
			<Paragraph>You can also perform all described actions on the <GUIRef href="" role="manual" Update="No">Invoice Lines</GUIRef> tab in the <GUIRef href="/baanerp/td/sls/tdsls4100m900" role="session">Sales Order - Lines (tdsls4100m900)</GUIRef>/ <GUIRef href="/baanerp/td/sls/tdsls4101m900" role="session">Sales Order Line - Deliveries (tdsls4101m900)</GUIRef> session.</Paragraph>
		</GeneralSection>
	</GeneralSection>
	<RelatedTopics><SectionTitle>Related topics</SectionTitle>
		<RelTopic><Link href="/baanerp/td/onlinemanual/000407" role="manual">Flexible sales order processing</Link>
		</RelTopic>
	</RelatedTopics>
</ManualTopic>
