What is a necessary step for determining the forwarding agent in the sales document?

Determining the forwarding agent in the sales document involves using the partner determination procedure, which specifically includes the forwarding agent partner function for the ship-to party account group. This process allows for a systematic and automated assignment of forwarding agents based on pre-defined criteria, ensuring that the correct forwarding agent is identified and linked to the respective sales document.

By including this partner function in the partner determination procedure for the ship-to party account group, it enables the system to automatically derive the relevant forwarding agent whenever a sales order is created for a specific ship-to party. This not only streamlines the sales processing but also minimizes errors that might occur with manual entries or assumptions about defaults.

Other options may involve different methods, such as manual entries or attempting to use historical data, but these approaches lack the efficiency and reliability of integrating the forwarding agent into the partner determination procedure. By relying on a structured method, businesses can ensure consistent results aligned with their operational practices.