The process starts with setting up voucher types, number series, and validation criteria in Voucher Management. After that, new vouchers are created and moved to the created or issued status depending on the process.
Standard Process
Set up voucher types and number series.
Create vouchers and issue them according to the process.
Maintain validation and limitation criteria.
Assign vouchers in sales documents through document actions.
Review discount effects in voucher statistics and the FactBox.
After posting, analyze voucher entries and posted sales vouchers.
Working in Sales Documents
In sales quotes, sales orders, sales invoices, sales credit memos, and sales return orders, vouchers can be assigned to the document. The app checks configured criteria such as date, customer, dimension, item, item category, responsibility center, and redemption limits.
In addition, the item card can define whether an item should be ignored for discount vouchers. For voucher types linked to items, creation and issue are tracked through item posting.
Using the Sales Document Voucher Statistic, Sales Header Vouchers, and Sales Voucher FactBox pages, voucher effects can be reviewed immediately.
Traceability and Control
For traceability, use Voucher List, Voucher Entries, Posted Sales Vouchers, and Archived Sales Vouchers. These pages provide transparent visibility of used vouchers, distributed discounts, and document-level history.
Working with the App
