Sales Document Dates Mapping [Cloud]

NOTE

Applies to: Sana for SAP Business One Cloud

Any sales document in SAP Business One Cloud has different dates, for example the date when the document is created, or the products are to be delivered to a customer.

These dates are also shown in the sales document details in the Sana web store.

In Sana for SAP Business One Cloud you cannot set up date mapping as in Sana for SAP Business One on-premise. Instead, in Sana for SAP Business One Cloud date mapping is preconfigured and you cannot change it.

Below you can see how Sana uses document dates from SAP Business One Cloud.

Sales Quotation

Customers can create sales quotations in the Sana web store and see them on the My quotes page. Sales quotations created by the customers from the Sana web store are stored in SAP Business One.

Sales quotations created from the Sana web store will follow date mapping as in the table below.

  • Sana Web Store Field represents the list of date fields that customers can see in the sales quote details in the Sana web store.

  • Marketing Document represents the document type from which the dates are retrieved in SAP Business One.

  • SAP Business One Date Field represents the list of date fields of the Marketing Documents in SAP Business One.

Sana Web Store Field

Marketing Document

SAP Business One Date Field

Order Date

Sales Quotation

Posting Date

Document Date

Sales Quotation

Posting Date

Due Date

Sales Quotation

Valid Until

Shipment Date

N/A

N/A

Requested Delivery Date

Sales Quotation

Requested Delivery Date UDF

Promised Delivery Date

Based on Delivery

Delivery Date

Sales Quotation

Valid Until

Line Ship Date

Based on Delivery

Delivery Date

Sales Quotation

Valid Until

If a customer creates a promotable quotation (the one which can be converted to a sales order) in the Sana web store, the requested delivery date will be stored in the user-defined field Requested Delivery Date of the sales quotation.

Promised Delivery Date is stored in the user-defined field in SAP Business One. Promised Delivery Date can be changed in SAP Business One and this date will be the actual delivery date for sales quotations created by the customer.

Sales Orders

Customers can create sales orders in the Sana web store and see them on the My orders page. Sales orders created by the customers from the Sana web store are stored in SAP Business One.

Sales orders created from the Sana web store will follow date mapping as in the table below.

  • Sana Web Store Field represents the list of date fields that customers can see in the sales order details in the Sana web store.

  • Marketing Document represents the document type from which the dates are retrieved in SAP Business One.

  • SAP Business One Date Field represents the list of date fields of the Marketing Documents in SAP Business One.

Sana Web Store Field

Marketing Document

SAP Business One Date Field

Order Date

Sales Order

Posting Date

Document Date

Sales Order

Posting Date

Due Date

Sales Order

Delivery Date

Shipment Date

Based on Delivery

Delivery Date

Based on Sales Order

Delivery Date

Requested Delivery Date

Based on Sales Order

Delivery Date

Promised Delivery Date

Based on Delivery

Delivery Date

Based on Sales Order

Delivery Date

Line Ship Date

Based on Delivery

Delivery Date

Based on Sales Order

Delivery Date

Shipments

Shipments are created in SAP Business One and customers can see them on the My shipments page in the Sana web store.

Shipments created in SAP Business One and available to customers online in the Sana web store will follow date mapping as in the table below.

  • Sana Web Store Field represents the list of date fields that customers can see in the in the Sana web store.

  • Marketing Document represents the document type from which the dates are retrieved in SAP Business One.

  • SAP Business One Date Field represents the list of date fields of the Marketing Documents in SAP Business One.

Sana Web Store Field

Marketing Document

SAP Business One Date Field

Order Date

Delivery

Posting Date

Document Date

Delivery

Posting Date

Due Date

Delivery

Delivery Date

Shipment Date

Delivery

Header level Delivery Date

Requested Delivery Date

Based on Sales Quotation

Valid Until

Based on Sales Order

Delivery Date

Promised Delivery Date

Delivery

Header level Delivery Date

Line Ship Date

Delivery

Header level Delivery Date

Invoices

Invoices are created in SAP Business One and customers can see them on the My invoices page in the Sana web store.

Invoices created in the SAP Business One will follow date mapping as in the table below.

  • Sana Web Store Field represents the list of date fields that customers can see in the posted invoice details in the Sana web store.

  • Marketing Document represents the document type from which the dates are retrieved in SAP Business One.

  • SAP Business One Date Field represents the date fields of the Marketing Documents in SAP Business One.

Sana Web Store Field

Marketing Document

SAP Business One Date Field

Order Date

A/R Invoice

Posting Date

Document Date

A/R Invoice

Posting Date

Due Date

A/R Invoice

Due Date

Shipment Date

Based on Delivery

Delivery Date

A/R Invoice

Posting date

 

 

Requested Delivery Date

A/R Invoice

Posting date

Based on Sales Quotation 

Valid Until

Based on Sales Order

Delivery Date

Based on Delivery

Based on Sales Quotation

Valid Until

Based on Sales Orders

Delivery Date

Promised Delivery Date

Based on Delivery

Delivery Date

A/R Invoice

Posting date

Line Ship Date

Based on Delivery

Delivery Date

A/R Invoice

Posting date

Credit Notes

Credit notes / credit memos are created in SAP Business One and customers can see them on the My credit notes page in the Sana web store.

Credit notes created from SAP Business One will follow date mapping as in the table below.

  • Sana Web Store Field represents the list of date fields that customers can see in the credit note details in the Sana web store.

  • Marketing Document represents the document type from which the dates are retrieved in SAP Business One.

  • SAP Business One Date Field represents the list of date fields of the Marketing Documents in SAP Business One.

Sana Web Store Field

Marketing Document

SAP Business One Date Field

Order Date

A/R Credit Memo

Posting Date

Document Date

A/R Credit Memo

Posting Date

Due Date

A/R Credit Memo

Due Date

Shipment Date

Based on A/R Invoice

Based on Delivery

Delivery Date

A/R Credit Memo

Posting date

Requested Delivery Date

A/R Credit Memo

Posting date

Based on A/R Invoice

Based on Sales Order

Delivery Date

Based on Sales Quotation

Valid Until

Based on Delivery

Based on Sales Order

Delivery Date

Based on Sales Quotation

Valid Until

Promised Delivery Date

A/R Credit Memo

Posting date

Line Ship Date

A/R Credit Memo

Posting date

Return Receipts

Return receipts are created in SAP Business One and customers can see them on the My return receipts page in the Sana web store.

Return receipts created in SAP Business One will follow date mapping as in the table below.

  • Sana Web Store Field represents the list of the date fields that customers can see in the return receipt details in the Sana web store.

  • Marketing Document represents the document type from which the dates are retrieved in SAP Business One.

  • SAP Business One Date Field represents the list of date fields of the Marketing Documents in SAP Business One.

Sana Web Store Field

Marketing Document

SAP Business One Date Field

Order Date

Return

Posting Date

Document Date

Return

Posting Date

Due Date

Return

Due Date

Shipment Date

Based on Delivery

Delivery Date

Requested Delivery Date

Return

Posting date

Based on Sales Order

Delivery Date

Based on Sales Quotation

Valid Until

Promised Delivery Date

Return

Posting date

Line Ship Date

Return

Posting date

Return Requests

Customers can create return orders (return requests) in the Sana web store and see them on the My return orders page. Return orders created by the customers from the Sana web store are stored in SAP Business One.

Return requests created in SAP Business One will follow date mapping as in the table below.

  • Sana Web Store Field represents the list of date fields that customers can see in the return order details in the Sana web store.

  • Marketing Document represents the document type from which the dates are retrieved in SAP Business One.

  • SAP Business One Date Field represents the list of date fields of the Marketing Documents in SAP Business One.

Sana Web Store Field

Marketing Document

SAP Business One Date Field

Order Date

Return Request

Posting Date

Document Date

Return Request

Posting Date

Due Date

Return Request

Return Date

Shipment Date

Return Request

Return Date

Requested Delivery Date

Return Request

Return Date

Promised Delivery Date

Return Request

Return Date

Line Ship Date

Return Request

Return Date