What is a required step in the process of copying partner information from the customer role to sales documents?

In the process of copying partner information from the customer role to sales documents, including the forwarding agent partner function is essential. This function designates a partner who will be responsible for the transportation of goods, ensuring that the sales document clearly states the logistics aspect of the transaction. This is particularly important in sales scenarios where efficient delivery is critical, as it helps streamline operations and clarifies responsibilities among partners involved in the sales process.

The other steps listed may be relevant to overall customer management or financial aspects but do not directly pertain to the transfer of partner information specific to sales documents. For instance, updating payment terms or changing credit limits is more aligned with financial and credit management parameters rather than the operational logistics associated with partner functions in sales documents. Therefore, including a forwarding agent as a partner function is a crucial step that directly influences the effectiveness and clarity of the sales process.