SD Order Processing

To process an SD order, you can enter payment card data in the sales order and use it throughout the order to cash cycle. You must use the Assign Payment button in the Sales order.

The payment plan type "payment card plan" must be assigned to the sales document type for the document you are processing.

Payment card data can only be entered at the header level, so you cannot enter card data for each item. In fact, SAP does not associate line items directly to an authorization when multiple authorizations exist on an order.

SAP payment card logic determines how much of the sales order amount to authorize and how many authorizations to obtain based on several configurable settings.

The SAP system automatically authorizes a sales order with payment cards when it is saved, unless you specify otherwise. In the AuthReq field, you can set the system to authorize:

  • Automatically for complete sales orders only.

  • In batch for complete sales orders using a report.

  • According to your own requirements which you set in Billing > Payment cards > Authorization and settlement > Maintain authorization requirements.

SAP System Reactions to Document Changes

The SAP system automatically reauthorizes when you:

  • Add an item to the sales order.

  • Raise the sales order value.

  • Change a schedule line quantity.

The system issues a message warning you to reauthorize when you:

  • Increase quantities in the delivery.

  • Increase the value of the billing document.

  • Have an incomplete delivery for which the authorization has expired.

SAP System Reactions to Unsuccessful Authorization

In some cases, an authorization may be insufficient or the clearing house may request a block for a lost or stolen card.

The system reacts to a failed authorization by:

  • Setting the overall credit status to ‘Not approved’ in the sales order header (status B).

  • Setting the authorization block in the payment card plan.