Sales Process Automation

Modified on Sun, 5 Jun, 2022 at 2:57 PM

In this topic, we discuss ways to automate the sales process, especially in how we interact with warehouse management. Summary: 

  1. An automatic availability check is done for sales orders as long as you have selected the configuration option. Available quantity is equal to the in stock quantity plus the order quantity minus the committed quantity. An availability check window appears when the sales order row quantity of an item exceeds available quantity minus the minimum inventory level on the delivery date.  
  2. You also have the ability to do a manual availability check as needed. Two options exist for availability checking: the standard availability check or the advance availability to promise.  
  3. Advanced ATP is only availability when you run SAP Business One on the SAP HANA database. The standard check gives you options to change item quantity, change delivery dates, view an ATP report, check other warehouses, choose alternate items, delete the item row or ignore the message.  Advanced ATP gives additional functionality.  Advanced ATP confirms quantities, creates delivery schedule detail lines and allows delivery rescheduling for demand documents. 
  4. Committed quantity is increased by sales orders and reduced when the item is delivered.  Delivery also reduces in-stock quantity. 
  5. Pick Pack and Production Manager coordinates picking and packing activities and can automate delivery creations.
  6. The Document Generation Wizard performs batch processing of sales documents.  For example, it can be automate invoice processing. 

You can also download the document here for your records.


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