Master Data on Documents

As a Sales Manager
I want to include the Material and Certification specifications on printed sales quotes
So that customers receive full product specification details without the sales team having to write them manually

Setup:

1. Open the SALES LINE document template and choose Master Data on Document Content.
2. Add a line for MATERIAL: set Order = 10, enable Add Master Data Text.
3. Add a line for CERTIFICATION: set Order = 20, enable Add Master Data Text.
4. Save. Print a test quote for an item with these specifications set and verify the output.

As a Sales Manager
I want to include the extended marketing text for the Material code on sales quotes in addition to the short value
So that customers receive a full product description, not just the attribute code

Setup:

1. Open the SALES LINE template content and find the MATERIAL line.
2. Enable Add Extended Text on that line.
3. Ensure the relevant Information Values have Extended Text configured.
4. Print a test quote to verify that both the specification value and the extended text appear.

As a Sales Manager
I want to include the Report Description — a combined description built from multiple specifications — on sales orders
So that the document shows a single, professionally formatted product description rather than individual attribute lines

Setup:

1. Ensure the relevant Information Codes have Report Description configured in their Merge Descriptions settings.
2. Open the SALES LINE template and enable Add Long Report Description on the template.
3. Print a test order and verify that the merged description appears on the document.

As a Sales Manager
I want to include the item's Long Description on sales orders
So that the order contains the full formatted product description from the item card

Setup:

1. Open the SALES LINE template (Master Data Table must be Item — table 27).
2. Enable Add Long Description on the template.
3. Save. The Long Description from the item's SCB Long Description field will be added to the document output.

Note: Add Long Description is only available when the template's Master Data Table is set to Item (27). The field is automatically cleared and cannot be enabled for Customer, Vendor, or tracking record templates.

As a Sales Manager
I want to include the product image attached to a File-type specification on printed sales orders
So that customers see a product photo on their order confirmation

Setup:

1. Ensure a File-type Information Code (e.g. PROD-IMAGE) has images attached to the relevant items via the Image Handling feature.
2. Open the SALES LINE template content and add a line for PROD-IMAGE: enable Add Master Data Text.
3. Save. When the document is generated, the file attachment is copied to the document record and is available for printing.

Note: Files — including binary blobs — are physically copied to the Master Data on Documents record. They follow the same posting flow as text specifications, controlled by Action when posting.

As a Purchasing Agent
I want to ensure that when a sales order is created with specific material and grade requirements, those specifications are automatically transferred to the linked purchase order
So that suppliers receive the correct technical requirements without the purchasing team re-entering them

Setup:

1. Open the SALES LINE template content and find the relevant specification code lines.
2. Enable Transfer to Purchase Line on each specification that should flow to purchase documents.
3. Save. When a Special Order or Drop Shipment purchase order is created from a sales order, the specifications transfer automatically to the Purchase Order header.

As a Production Planner
I want to ensure that customer-specific specifications from a sales order line are transferred to the resulting production order
So that production staff can see the exact configuration required for a specific customer's order

Setup:

1. Open the SALES LINE template content and find the relevant specification code.
2. Enable Transfer to Prod. Order Line on that line.
3. Save. When a production order is created from a sales order, the specification transfers to the production order line. The same flag also transfers to Assembly Orders when applicable.

As a Warehouse Manager
I want to ensure that item handling specifications are transferred to the Warehouse Shipment when it is created from a sales order
So that warehouse staff can see special handling requirements directly on the picking document

Setup:

1. Open the SALES LINE template content and find the handling specification code.
2. Enable Transfer to Warehouse Document on that line.
3. Enable Print on Inventory Document on the same line to also include it on printed warehouse documents.
4. Save.

As a IT Manager
I want to configure the sales line template so that specifications flow to both posted invoices and posted shipments
So that the full specification history is preserved on both document types after posting

Setup:

1. Open the SALES LINE template content and find the relevant content lines.
2. Set Action when posting to Transfer Invoice and Shipment or Receipt on each line.
3. Save. When the sales order is posted, MDI data is copied to both the Sales Invoice and the Sales Shipment.

Note: The Action when posting options are: blank (data is not transferred to posted documents), Transfer Invoice only, Transfer Shipment or Receipt only, and Transfer Invoice and Shipment or Receipt. The default is blank — you must explicitly configure this field for data to appear on posted documents.

As a Sales Manager
I want to show technical specifications on open sales quotes for negotiation purposes, but suppress them on posted invoices
So that our invoices remain clean and concise while our quotes contain full technical detail

Setup:

1. Open the document template content line for the relevant specification.
2. Enable Dont print on posted documents.
3. Leave Dont print on open documents disabled.
4. Save. The specification will appear on quotes and orders but not on posted invoices.

As a Quality Manager
I want to include specifications stored on Lot No. Information records on sales documents
So that the lot's quality control attributes are visible on the delivery documents sent to customers

Setup:

1. Create a new template with Type = Item Tracking and Master Data Table = Lot No. Information (6505).
2. Open the template's Master Data on Document Content and add lines for the relevant Information Codes configured on Lot No. Information records.
3. Enable Add Master Data Text and configure Action when posting as required.
4. Link the template to the relevant document type via Master Data on Document Setup.

Note: Item Tracking templates source data from the Lot, Serial, or Package No. Information record that corresponds to the item tracking line on the document. The same approach applies for Serial No. Information (6504) and Package No. Information (6515) by creating separate templates with the respective Master Data Table.

As a Purchasing Agent
I want to include vendor qualification specifications from the Vendor record on purchase order headers
So that printed purchase orders show the vendor's certification and compliance status

Setup:

1. Open the PURCHASE HEADER template (Master Data Table = Vendor, table 23).
2. Choose Master Data on Document Content and add lines for the relevant Information Codes (e.g. CERTIFICATION, PAYMENT-AGREEMENT).
3. Enable Add Master Data Text per line.
4. Save. Purchase orders will include the vendor's specification values in the header area.

As a IT Manager
I want to ensure the SALES LINE template is active for Sales Orders and Sales Quotes, but not for Sales Credit Memos
So that specification content appears only on the appropriate document types

Setup:

1. Search for Master Data on Document Setup and open the page.
2. Ensure template links exist for:
   • Type = Sales, Document Type = Quote, Master Data Doc Template = SALES ORDER.
   • Type = Sales, Document Type = Order, Master Data Doc Template = SALES ORDER.
3. Remove or leave absent any link for Document Type = Credit Memo if you do not want specifications there.
4. Repeat for Purchase documents using the PURCHASE ORDER template.