Sales Document Dates Mapping [Cloud]
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 |