Bulk Creation of Next Sales Documents from Contract List

DBC-3568

• New "Create Sales Documents For Maintenance Contracts" report for processing multiple contract sales documents simultaneously
• Mandatory Starting Date and Ending Date filtering on Suggested Sales Document Date
• Automatic filtering to only process eligible records (Released status, no existing sales document, not marked Skip Charge)
• Real-time progress tracking showing "Processed: X of Y" during execution
• Error isolation - individual record failures don't stop the entire batch
• Comprehensive processing summary showing total processed, successful, and failed records
• Optional "Show Success Message" checkbox to control summary display on success
• Additional filter options for Document No. and Sell-to Customer No.
• Automatic date adjustment prevents invalid date ranges

+How It Works+

Navigate to "Create Sales Documents For Maintenance Contracts" report. Specify Starting Date and Ending Date (both required). Optionally add filters for specific Document No. or Sell-to Customer No. Check or uncheck "Show Success Message" based on preference. Click OK to start processing. All eligible maintenance contract sales documents with suggested dates in the specified range are processed with real-time progress tracking.

Eligibility Criteria:

• Contract Status = Released
• Sales Document No. = empty (not yet created)
• Skip Charge = false
• Suggested Sales Document Date within specified date range

Automatic Date Adjustment:

If Ending Date is before Starting Date, it automatically adjusts to match Starting Date. If Starting Date is after Ending Date, it automatically adjusts to match Ending Date.

Processing Summary:

After processing completes, summary displays total records processed, number of successfully created sales documents, and number of failed records. Summary always appears when failures occur. When all records succeed, summary displays only if "Show Success Message" is checked.

+How It Does NOT Work+

Date Range:

• ❌ Cannot run without both Starting Date and Ending Date specified
• ❌ Does NOT default to any date range - must be explicitly entered
• ❌ Does NOT process records outside the specified date range
• ❌ Date adjustment does NOT allow invalid ranges - only corrects order

Eligibility:

• ❌ Does NOT process Open or Closed contracts - only Released
• ❌ Does NOT process contracts that already have sales documents created
• ❌ Does NOT process contracts marked Skip Charge = true
• ❌ Does NOT bypass eligibility checks for any reason

Error Handling:

• ❌ Individual failures do NOT stop batch processing
• ❌ Does NOT automatically retry failed records
• ❌ Does NOT create partial sales documents for failed records
• ❌ Missing setup (Sales Account No.) prevents processing with clear error

Filtering:

• ❌ Does NOT process all contracts if no filters specified - date range is mandatory
• ❌ Additional filters do NOT override eligibility criteria
• ❌ Does NOT allow wildcard-only searches without date range

+Upgrade Impact+

• Available immediately after upgrade - no configuration required except existing Sales Account No. in Maintenance Contract Setup
• No data migration required - new report addition only
• Existing single-document creation workflow remains unchanged
• Permission sets require update to include new report for appropriate user roles
• No changes to existing maintenance contract records or sales document creation logic

Error Messages:

• "Starting Date and Ending Date must be specified." → Enter both dates before running report
• "No records found matching the specified filters..." → Review filters and ensure contracts meet eligibility criteria (Released, no existing sales document, date range matches)
• "Account No. is missing: Sales Account No. in Maintenance Contract Setup" → Configure Sales Account No. before processing