SAP Helpv1.7Updated 1mo ago
Partner Determination in Sales
Overview
Sales document types are fundamental configuration objects in SAP SD that control the behavior and characteristics of sales transactions. Each document type defines how the system processes sales orders, quotations, contracts, and other sales-related documents.
Key Configuration Elements
Document Type Settings
The following settings are controlled by the document type:
- Number Range Assignment - Determines the document number range for internal and external numbering
- Item Categories Allowed - Controls which item categories can be used within documents of this type
- Schedule Line Categories - Defines the default schedule line category for availability check and delivery scheduling
- Pricing Procedure Determination - Influences which pricing procedure is used through the document pricing procedure field
Important Fields
| Field | Description | Typical Values |
|---|---|---|
| SD Document Category | Categorizes the document | A (Inquiry), B (Quotation), C (Order) |
| Document Pricing Procedure | Used in pricing determination | A (Standard), B (Rebate) |
| Billing Relevance | Controls billing document creation | A (Delivery-related), B (Order-related) |
Configuration Path
SPRO → Sales and Distribution → Sales → Sales Documents → Sales Document Header → Define Sales Document Types
Transaction: VOV8
Best Practices
- Naming Convention - Use a consistent naming convention that identifies the document purpose (e.g., ZORD for custom sales orders)
- Copy Control - Always configure copy control to enable document flow between related documents
- Number Ranges - Assign separate number ranges for different document types to aid in reporting
- Testing - Thoroughly test new document types in a non-production environment
SAP Notes
- 203354Document type configuration checklist
- 1680992Performance optimization for high-volume sales documents
Comments (2)
JR
J.RaoQA Lead•6d ago
Great article! Should we add a section about the interaction with incompletion procedures? @P.Sharma
PS
P.SharmaMigration Manager•6d ago
Good suggestion @J.Rao. I'll add that in the next revision. Also noting that the billing relevance table could use more examples.
PS