Sales Process Flow

[Expert]

I have a customer requirement for a process in which the invoice is created with reference to the sales order and subsequently the delivery and goods issue are created, meaning, this flow: sales order -> Invoice -> Delivery (with post goods issue). Can I use a different type of sales order for this process? If so, which one? And which item category is relevant for delivery and at the same time relevant for billing with reference to the sales order?

I'm asking this because it's not possible to modify the relevance for invoice in the item category and I don't know where I see the relationship between a sales order and a delivery. Can you tell me please where I see the relationship between the sales order and delivery in Cloud Configuration?

[Expert · Accepted solution]

Please check if scope item Sales Order Processing with Customer Down Payment (BKJ) may be appropriate for your scenario. If you make a 100% final payment in advance the process may work for you.

[Vivek_Savant]

If the complete payment is going to be received upfront, we manually change the standard item category from TAN to CBAO and maintain the billing plan. Upon confirmation of payment receipt, an outbound delivery will be created, thereby streamlining the process flow as follows: Sales Order (SO) -> Down Payment (DP) Request -> Outbound Delivery.

The identical procedure will be relevant to the Milestone billing scenario.