1862419 - Notes in Sales Orders are not Copied to Follow-Up Documents on a Third-Party Transaction

The notes maintained in the sales orders (such as the Customer Information and the Internal Comments) are not copied to the follow-up documents such as outbound delivery, purchase order and customer invoice. This issue only happens in Third Party Transaction.

SAP Business ByDesign

1. Go to the Sales Orders work center.
2. Go to the Sales Orders view.
3. Open a sales order with a Third-Party scenario.
4. On the General tab, there is a Customer Information or Internal Comment maintained under the Notes tab.
5. Go to the Document Flow tab.
6. Open the Third-Party Outbound Delivery.
7. Go to the Notes tab.

The notes from the Sales Order were not passed to the follow-up documents such as the Outbound Delivery.

The Customer Information and Internal Comments on sales orders are not designed to be copied to follow-up documents such as purchase orders and outbound delivery. 

For the Customer Invoice document, however, the system operates in the following manner:

• Notes from the Sales Order - General tab:

The Customer Information is copied to the invoice's Customer Information on the General tab.

The Internal Comments is copied to the invoice's Internal Comments on the Items tab.

• Notes from the Sales Order - Items tab:

The Customer Information is copied to the invoice's Customer Information on the Items tab

The Internal Comments are not passed to the invoice at all.

This is the expected behavior of SAP Business ByDesign. 

The Notes will not be transferred for some documents.  If it is necessary to include or exclude the notes entered on the Sales Order in the Customer Invoice, the configuration must be aligned with the described behavior.

KBA 1626632 - Internal Comments Maintained in a Sales Order are Missing in the Project Invoice Request

Customer Information, Info, Follow-up, Follow, Outbound Delivery, OTBD, OD, Customer Invoice, Invoicing, Third-Party, Sales Order, SO, Third Party, missing, Internal Comments, notes, Purchase Order, PO. , KBA , AP-CI-CI , Customer Invoice , How To