<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/td/onlinemanual/000418" xml:lang="en">
   <Header>
      <Title>Customer approval</Title>
      <Keyword type="header" order="d1e1628607">
         <Level1>Customer approval</Level1>
      </Keyword>
      <Keyword type="header" order="d1e1628610">
         <Level1>Goods approval</Level1>
      </Keyword>
      <Keyword type="header" order="d1e1628613">
         <Level1>Delivered goods</Level1>
         <Level2>approving</Level2>
      </Keyword>
   </Header>
   <AimSection ID="aim_sales_customer_approval">
      <Paragraph>You can set up <Link href="/baanerp/tc/glossary/glossary#000415" role="glossary">customer approval</Link> if sold-to business partners 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>
   </AimSection>
   <GeneralSection>
      <Paragraph>If customer approval is implemented, you must maintain and send
		invoices based on the quantity that is approved by the sold-to business partner
		and you can automatically generate a sales return order for the rejected
		quantity.</Paragraph>
      <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">Warehousing</GUIRef>. ERP Enterprise automatically generates an invoice for the sold-to business partner based on
		the delivered quantity.</Paragraph>
   </GeneralSection>
   <ProcedureSection>
      <SectionTitle>Setting up customer approval</SectionTitle>
      <ProcIntro>
         <Paragraph>If you want to use the customer approval functionality,
		  complete the following steps:</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="manual">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 Partner (tccom4111s000)</GUIRef>
            </StepTitle>
            <List>
               <ListIntro>In the <GUIRef href="/baanerp/tc/com/tccom4111s000" role="session">Ship-to Business Partner (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="manual">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="manual">Return Rejected Quantity</GUIRef> check box.</ListItem>
            </List>
         </Step>
         <Step>
            <StepTitle>
               <GUIRef href="/baanerp/td/isa/tdisa0510m000" role="session">Items - Sales Business Partner (tdisa0510m000)</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/tdisa0510m000" role="session">Items - Sales Business Partner (tdisa0510m000)</GUIRef> session:</ListIntro>
               <ListItem>
                  <GUIRef href="/baanerp/td/isa/tdisa0510m000#tdisa010.capp" role="manual">Customer Approval</GUIRef>
               </ListItem>
               <ListItem>
                  <GUIRef href="/baanerp/td/isa/tdisa0510m000#tdisa010.rrqt" role="manual">Returns 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/tdsls0594m000" role="session">Sales Order Types (tdsls0594m000)</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/tdisa0510m000#tdisa010.rrqt" role="manual">Returns Rejected Quantity</GUIRef> check box is selected in the <GUIRef href="/baanerp/tc/com/tccom4111s000" role="session">Ship-to Business Partner (tccom4111s000)</GUIRef> and <GUIRef href="/baanerp/td/isa/tdisa0510m000" role="session">Items - Sales Business Partner (tdisa0510m000)</GUIRef> sessions, you must specify a sales
			 return order type of the type <GUIRef href="/baanerp/td/domains/pur.reto#rejectgoods" role="option">Return Rejects</GUIRef> in the <GUIRef href="/baanerp/td/sls/tdsls0594m000" role="session">Sales Order Types (tdsls0594m000)</GUIRef> session.</Paragraph>
            <Paragraph>Sales orders of the <GUIRef href="/baanerp/td/domains/pur.reto#rejectgoods" role="option">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="manual">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">Sales Deliveries (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="manual">Automatic</GUIRef> check box for this activity.</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="option">Return Rejects</GUIRef> in the <GUIRef href="/baanerp/td/sls/tdsls0100s400#tdsls000.rrtp.4" role="manual">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="manual">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>Approving the delivered goods</SectionTitle>
      <Paragraph>When 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="manual">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 automatically approved.</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">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> and <GUIRef href="/baanerp/td/sls/tdsls4101m900" role="session">Sales Order Line - Planned Deliveries (tdsls4101m900)</GUIRef> sessions.</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="formfield">Invoice Quantity</Link>
                  </ListItem>
                  <ListItem>
                     <Link href="/baanerp/td/sls/tdsls4106m100#tdsls406.qrrj" role="formfield">Rejected Quantity</Link>
                  </ListItem>
                  <ListItem>
                     <Link href="/baanerp/td/sls/tdsls4106m100#tdsls406.dltp" role="formfield">Delivery Type</Link>
                  </ListItem>
                  <ListItem>
                     <Link href="/baanerp/td/sls/tdsls4106m100#tdsls406.rotp" role="formfield">Rejection Order Type</Link>
                  </ListItem>
                  <ListItem>
                     <Link href="/baanerp/td/sls/tdsls4106m100#tdsls406.rejr" role="formfield">Rejection Reason</Link>
                  </ListItem>
                  <ListItem>
                     <Link href="/baanerp/td/sls/tdsls4106m100#tdsls406.apdt" role="formfield">Approval date</Link>
                  </ListItem>
               </List>
            </ListItem>
            <ListItem>If a return order must be generated for the rejected goods
			 and the return order fields are specified, ERP Enterprise generates the return
			 order when you approve the invoice line.</ListItem>
            <ListItem>If a part of the delivered quantity is approved or rejected
			 and you approve the invoice line, ERP Enterprise 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. Therefore, 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">Invoicing</GUIRef> by
			 clicking <GUIRef href="/baanerp/td/sls/tdsls4106m100#release.line.to.invoicing" role="command">Release Selected Sales Order Line(s)</GUIRef>, or <GUIRef href="/baanerp/td/sls/tdsls4106m100#tdsls4247m000" role="command">Release Sales Orders/Schedules to Invoicing</GUIRef> on the <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> 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="command">Approve</GUIRef> on the <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> 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="option">Free</GUIRef> to <GUIRef href="/baanerp/td/domains/sls.ivls#approved" role="option">Approved</GUIRef>.</ListItem>
               <ListItem>You must maintain the deliveries for cost and service items
				in the <GUIRef href="/baanerp/td/sls/tdsls4101m200" role="session">Sales Deliveries (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="option">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 perform all described actions also 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> and <GUIRef href="/baanerp/td/sls/tdsls4101m900" role="session">Sales Order Line - Planned Deliveries (tdsls4101m900)</GUIRef> sessions.</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>