Overview
Fulfill and bill an approved order through the cash-sale workflow.
Before you begin
Select the correct subsidiary and confirm the counterparty, currency, accounts, and reference data. Posting requires an allowed accounting period and the actions permitted by your configured role.
Main task
- Open an approved order with an eligible payment method.
- Review shipment quantities and explicit/default cash or bank receiving account.
- Use the combined fulfill-and-bill action.
- Review the resulting Cash Sale draft in invoice approval.
- Submit/approve and verify cash/bank and revenue accounting.
Check the result
Fulfillment posts first; a Cash Sale draft follows. Cash Sale posting uses the receiving account without ordinary A/R.
If something goes wrong
Rejection leaves fulfillment posted. Resolve the draft rather than shipping again. Payment method and valid receiving account are required. A saved draft does not itself mean approval or posting. Follow the record’s current actions and review rejection feedback before resubmitting.
Review and supporting evidence
Review the saved header and line descriptions, amounts, VAT/WHT where used, and linked records. After approval/posting, inspect GL Impact where offered. Add supporting files or notes through the record’s communication area.