> ## Documentation Index > Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt > Use this file to discover all available pages before exploring further. # Open Sales Document Value, SAP **Metrics type:** [Card](/nerve-centre/overview#metrics-types-explained) > Live value of all open Sales Documents not yet invoiced in S/4HANA Cloud. The forward revenue book. ## At a glance > The real-time value of all open Sales Documents in S/4HANA Cloud that are past Sales Document creation but not yet fully billed. The forward revenue book: what is queued to become GL revenue once goods issue and the next billing-due-list run complete. Sums `VBAP.NETWR` (item net value) across documents in `Awaiting goods issue`, `Partially delivered`, `Awaiting billing`, and `Partially billed` statuses. | | | | ----------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **What it counts** | `SUM(VBAP.NETWR)` filtered to Sales Document items where the overall completion status is not `Completed` (header status `VBUK.GBSTK <> C`). Includes standard sales orders (OR / TA), B2B contracts (CQ / WK1) where call-offs are open, scheduling agreements (LP / LZ), and rush orders (SO). Excludes returns (RE), free-of-charge deliveries (FD), and cancelled documents. Each document's net value (post-discount, pre-tax, in document currency) is translated to Group Currency at rate type M. | | **Tax treatment** | **Net of tax.** SAP pricing procedures separate tax conditions (MWST, UTXJ) from net value; the card sums the net side. | | **Shipping** | **Included** if the freight condition (KF00 or ZFR1) maps to a revenue account in VKOA. Excluded if mapped to a freight-recovery contra-account. | | **Discounts** | **Already deducted.** Pricing-procedure discount conditions (K005, K007, RA00) reduce the net before card sums it. | | **Refunds** | n/a, this card is forward-looking. | | **Cancelled / voided orders** | Excluded. Sales Documents with rejection reason set on every line are excluded automatically. | | **Currency** | Group Currency for consolidated views; Company Code currency for single-CC views. Each document's `WAERK` (document currency) is translated at SAP TCURR rate type M. | | **Company Code scope** | Respects dashboard filter. | | **Time window** | `RT` (real-time, no period rollup) | | **Alert trigger** | None by default; pair with [Sales Documents Blocked on Inventory or Credit](/nerve-centre/kpi-cards/sap/sales-documents-blocked-on-inventory-or-credit) for the actionable subset. | | **Roles** | owner, finance, operations | ## Calculation Calculated automatically from your SAP data. See the At a glance summary above for what the metric tracks and the worked example below for a typical reading. ## Worked example A US enterprise manufacturer running SAP S/4HANA Cloud Public Edition with three Company Codes (US, MX, CA) and an integrated supply-chain footprint (production-orders, MRP). Snapshot 03 May 26. | Status bucket | Document count | Open value (USD, Group Currency) | | --------------------------------------------------- | -------------- | -------------------------------- | | Awaiting goods issue (`A` partial / not started) | 412 | \$14,820,000 | | Partially delivered | 88 | \$3,140,000 | | Awaiting billing (delivery posted, billing pending) | 134 | \$5,180,000 | | Partially billed | 26 | \$640,000 | | **Open Sales Document Value (this card)** | **660** | **\$23,780,000** | Five things to notice: 1. \*\*The biggest bucket is Awaiting goods issue ($14.8M).** Most enterprise SAP shops with manufacturing run a configure-to-order or make-to-order pattern. Sales Documents sit in this status until production posts goods receipt, then move to ready-to-ship. The $14.8M is normal for a \$280M annual run-rate (about 19 days of forward demand). 2. **Awaiting billing (\$5.18M) is the immediate billing-due-list candidate.** These documents have goods issue posted (warehouse has shipped) but no Billing Document yet. The next VF04 billing-due-list run (typically scheduled weekly via background job) will sweep them into Billing Documents, posting revenue to GL. If the run is late, this bucket grows; if it is on cadence, it stays around 4 to 6 days of run-rate. 3. **Pair this card with [Sales Documents Blocked on Inventory or Credit](/nerve-centre/kpi-cards/sap/sales-documents-blocked-on-inventory-or-credit).** That card filters to the subset blocked by inventory shortage (no schedule line confirmation) or credit hold (FSCM-CR block). For this merchant: $2.18M of the $14.8M Awaiting goods issue is on inventory hold, \$640K of which is high-value B2B accounts. Those are the unblocking priorities. 4. **Compare to last week's snapshot.** A growing Open Sales Document Value at constant revenue means the order-to-cash pipeline is lengthening (operational drag, billing delays, or supply-chain holds). A shrinking value at constant revenue means the pipeline is healthier or the inbound funnel is slowing. Vortex IQ tracks this as a 7D trend implicitly. 5. **Forward-revenue read.** With Net-30 terms and an average 14-day delivery-to-billing lag, \$5.18M of Awaiting billing converts to Billed (and so to GL revenue) within \~2 weeks. That is the run-rate Finance can take to the bank lender as committed forward revenue. ## Sibling cards merchants should reference together | Card | Why pair it with Open Sales Document Value | | ---------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------- | | [Sales Documents Blocked on Inventory or Credit](/nerve-centre/kpi-cards/sap/sales-documents-blocked-on-inventory-or-credit) | The actionable subset: documents stuck behind a hold rather than progressing through the pipeline. | | [Open Sales Documents](/nerve-centre/kpi-cards/sap/sap-open-sales-orders) | The count companion to this card's value figure. | | [Sales Document State Breakdown](/nerve-centre/kpi-cards/sap/sap-so-state-breakdown) | The pie chart showing which buckets the value sits in. | | [Sales Document to Invoice Lead Time](/nerve-centre/kpi-cards/sap/sales-document-to-invoice-lead-time) | The velocity of moving from this card's pipeline into GL revenue. | | [Revenue Booked into GL](/nerve-centre/kpi-cards/sap/revenue-booked-into-gl) | The downstream destination once Sales Documents bill. | | [Revenue Gap vs Commerce](/nerve-centre/kpi-cards/sap/revenue-gap-vs-commerce) | The Pending Billing portion of this card explains a chunk of the commerce-vs-GL gap. | ## Reconciling against the vendor's own dashboard **Where to look in S/4HANA Cloud:** > **Manage Sales Documents** Fiori app (`F1873`) filtered to status `Open` > **Sales Order Fulfilment Issues** Fiori app for the blocked subset > **List of Sales Documents** transaction VA05 in SAP GUI for power-user roll-ups > **Embedded Analytics**: CDS view `I_SalesDocumentItem` filtered to `OverallSDProcessStatus = 'A'` (Not Yet Processed) or `'B'` (Partially Processed) Direct deep-link: `https://my{tenant}.s4hana.cloud.sap/sap/bc/ui2/flp#SalesDocument-manage` **Why our number may legitimately differ from VA05 / Manage Sales Documents:** | Reason | Direction | Why | | ---------------------------- | --------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Document type filter** | Either | VA05 default may include returns and quotes; this card excludes them. Always set the Sales Document type filter the same way. | | **FX rate type** | Small | Card translates document currency at TCURR rate type M; VA05 displays in document currency by default. Run VA05 with the "in Group Currency" output toggle for an apples-to-apples view. | | **Status definition** | Either | This card uses the overall document completion status `VBUK.GBSTK <> C`. VA05 has multiple status filters (delivery status, billing status); choose the one matching the question. | | **Multi-Company-Code scope** | Either | Card defaults to the dashboard's CC selection. | **Cross-connector reconciliation:** This card is the SAP-side forward-revenue view; it has no direct commerce-platform counterpart but ties to: | Card | Direction | Notes | | ------------------------------------------------------------------------------ | ------------------------- | -------------------------------------------------------------------------------------------------- | | [Revenue Gap vs Commerce](/nerve-centre/kpi-cards/sap/revenue-gap-vs-commerce) | Pending Billing component | Awaiting billing portion of this card explains a chunk of the gap. | | [Inventory Sync Drift](/nerve-centre/kpi-cards/sap/inventory-sync-drift) | Indirect | Sales Documents on inventory hold may correlate with sync drift between SAP and commerce platform. | ## Known limitations / merchant FAQs **Why is this number different from the open-order figure my SAP Functional Analyst pulled from VA05?** Three usual culprits: document type filter (VA05 may include quotes / returns); status filter (VA05 lets you pick delivery status or billing status independently); currency translation (VA05 in document currency vs this card in Group Currency). Re-run VA05 with this card's filter scope and the numbers reconcile. **Should this number grow or shrink over time?** Stable as a fraction of revenue is healthy (typically 12 to 25 days of forward demand for B2B distributors, 5 to 10 days for DTC). Growing at constant revenue means pipeline is clogging. Shrinking at constant revenue means demand is softening or operations are accelerating. **Does this include scheduling agreements and contracts?** Yes if there are open call-offs or releases against them. Long-term contracts (CQ / WK1) without open call-offs are not in this card; they are forward backlog, not active pipeline. Scheduling agreements (LP / LZ) with open schedule lines count. **B2B vs DTC mix, how should it look?** DTC documents typically clear within 1 to 3 days (rapid goods issue + same-day or next-day billing). B2B documents on Net-30 terms with delivery-to-billing-due-list lag of 7 to 14 days will dominate the pipeline value. **Does this match my SAP Analytics Cloud "Open Sales Orders" KPI tile?** SAC's standard KPI uses the same `I_SalesDocumentItem` CDS view base. Differences usually trace to filter scope (SAC tiles default to user's authorisation scope; the card respects the dashboard CC filter explicitly) or to refresh cadence (SAC typically refreshes every 24 hours; this card every 15 minutes). **Returns Sales Documents (RE), included?** No. RE documents create negative revenue once they bill (Credit Memo); they are not "forward revenue" in the same sense. They are tracked separately on [Returns Count](/nerve-centre/kpi-cards/sap/returns-count) and [Credit Memo Value](/nerve-centre/kpi-cards/sap/sap-credit-memos-value). **T-codes for drilling in?** VA05 (list of Sales Documents), VA03 (display single document), VL10A / VL10B (delivery due list, to see what is shippable), VF04 (billing due list, to see what is billable). *** ### Tracked live in Vortex IQ Nerve Centre *Open Sales Document Value* is one of hundreds of KPI pulses Vortex IQ tracks across SAP and 70+ other ecommerce connectors. Nerve Centre runs the detection layer; Vortex Mind investigates the cause when something moves; Ask Viq lets you interrogate any number in plain English. [Start for free](https://app.vortexiq.ai/login) or [book a demo](https://www.vortexiq.ai/contact-us) to see this metric running on your own data.