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Create Sales Order

In document Sap Sd User Training Manual (Page 51-79)

OVERVIEW Trigger:

Customer places a standard sales order.

Business Process Description Overview

This document describes the procedure for creating a the following sales orders for a customer:

1. To create a Standard Sales Order

2. To create a Standard Sales Order with Reference to a Contract 3. To create a Sales Order with Reference to a Quotation

The sales order is a contractual agreement between a sales organization and a sold-to party about delivering products or providing a service for defined prices, quantities and times.

Input – Required Fields Field Value / Comments

Order Type A classification that distinguishes between different types of sales document.

Sales Organization Independent unit that is responsible for sales processing of a product or product line.

Distribution Channel The way in which products or services reach the customer. Typical examples of distribution channels are wholesale, retail, or direct sales.

Division A way of grouping materials, products, or services.

Sold to Party The customer who orders the goods or services.

Ship-to Party The party who receives delivery of the goods.

Req.deliv.date The proposed date by which the customer should receive delivery of the goods.

Material Enter the material requested.

Order Quantity Enter the quantity requested.

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Title: Display Sales Order

Module: SD

Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010

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Output - Results Comments

Creation of a sales order Refer to Business Process Procedure „Display a Sales Order‟ or „Display SD Document Flow‟ for verification

Decrease in available inventory at storage location

Only if system is configured for commitment of inventory at order entry.

Procedural Steps Access transaction by:

Via Menus Logistics Sales and Distribution Sales  Order Create

Via Transaction Code VA01

On screen “Create Sales Order: Initial Screen”, enter information in the fields as specified in the table below:

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Title: Display Sales Order

Module: SD

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Field

Name Description R/O

/C User Action and Values Comments Order

Type A classification that distinguishes

between different types of sales document.

R Enter the desired order

type “ZORP” – Order Scrap Sales

Organiz ation

Independent unit that is responsible for sales processing of a product or product line.

R Enter Sales Organization for the customer.

Distribut ion Channel

Means of getting a product to the customer.

R Enter Distribution Channel for the customer.

Division Group of products or

services. R Enter Division for the customer.

Sales

Office Physical location responsible for sales certain products or services within a given geographical area.

R

Sales

Group Group of sales people that are

responsible for a special area of

R

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Title: Display Sales Order

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processing of a group of products or

services within a specific sales office.

(Note: On above table, in column “R/O/C; R = Required, O = Optional, and C = Conditional)

Perform one of the following a types of Sales Orders:

To create a Standard Sales Order, press the Enter key or click the green check mark icon and go to step 1.4.

To create a Standard Sales Order with Reference to a Contract, go to step 2.0.

To create a Sales Order with Reference to a Quote, go to step 3.0.

To create a Credit Memo Request, go to step 4.0.

On screen “Create Standard Order: Overview”, enter the information specified in the fields in the table below:

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Title: Display Sales Order

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Title: Display Sales Order

Module: SD

Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010

Last changed on: Last changed by: Version: 1.0 Page:

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Title: Display Sales Order

Module: SD

Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010

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Field

Name Description R/O

/C User Action and Values Comments Sold-to

party The customer who orders the goods or services. The sold-to party is contractually responsible for sales orders.

R Enter the Sold-to party‟s customer number or use matchcodes to find the number.

Ship-to

party The party who receives delivery of the goods.

R

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Purch.or

der no. Number that the customer uses to uniquely identify a purchasing

The proposed date by which the customer should receive

delivery of the goods.

R Enter the Requested

Delivery Date. Usually defaults to today‟s date Material Alphanumeric key

uniquely identifying the material being ordered

R Enter material number being ordered.

Order

Quantity Amount of material the customer is ordering.

R Enter quantity being ordered.

Press ENTER key Alternately ,

If you identified several unloading points or several ship-to parties in the Customer Master record, the system will display the alternatives in a dialog box. The system can propose alternatives for Unloading Point, Ship-to Party, Payer or Bill-to Party. Select data from these proposals by positioning the cursor on the line and clicking on “Choose”.

Availability Check

Once you have selected the data, the material data description that you entered is displayed. If the system carries out an availability check and finds that there is insufficient stock for an ordered item to be delivered on the requested date, it displays a screen on which you can choose

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Title: Display Sales Order

Module: SD

Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010

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between several delivery proposals including one-time delivery and delivery proposal. A one-time delivery will only ship the quantity proposed and no subsequent deliveries will be created. The delivery proposal will propose a delivery schedule based on receipt of goods and availability.

Optional Screens

If you want to enter further data for the header or the items, select the corresponding menu entry. If you want to change data for the items, mark the items before you select a menu entry.

Enter all necessary data.

Save the sales order by clicking on the Save Icon (F11 or Ctrl + S).

(Create a standard sales order with reference to a contract)

On screen “Create Sales Order: Initial Screen”, press Create with Reference ICON or (F8).

On Dialog box “Create With Reference”, select the Contract tab and enter contract number. Click on the Copy Icon (F5) to copy information from contract.

On screen “Create Standard Order: Overview”, enter or change the following information:

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Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010

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Title: Display Sales Order

Module: SD

Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010

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Field

Name Description R/O

/C User Action and Values Commen ts

Purch.or

der no. Number that the customer uses to uniquely identify a purchasing

document.

R Enter/verify customer

P.O. number. Docume

nt may not be complete without a P.O.

number Req.

Deliv. Date customer

requires delivery R Enter/verify requested

delivery date. Usually defaults

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Title: Display Sales Order

Module: SD

Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010

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Date to

today‟s date Order

Quantity Amount of material the customer is ordering

R Enter/verify quantity

ordered. Defaults

to target amount in SU Sales unit of Measure R Enter/verify the unit of

measure for the material. Defaults of U of M in

contract Press ENTER key Alternat

ely, click on the green check mark Data from the contract will be defaulted into the appropriate fields.

Customer number and material may not be changed as the contract was prepared for a specific customer and material and may have special pricing which is valid for that customer and material combination only. Only specific data may be over-ridden. A contract is binding and states specific products at specific prices that cannot

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Title: Display Sales Order

Module: SD

Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010

Last changed on: Last changed by: Version: 1.0 Page:

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Title: Display Sales Order

Module: SD

Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010

Last changed on: Last changed by: Version: 1.0 Page:

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Title: Display Sales Order

Module: SD

Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010

Last changed on: Last changed by: Version: 1.0 Page:

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On screen “Create Sales Order: Initial Screen”, press Create with Reference ICON or (F8).

On Dialog box “Create with reference”, select the Quotation tab and enter the quotation number. Click on the Copy Icon (F5) to copy information from quotation.

On screen “Create Standard Order: Overview”, the Sold-to party, material, quantity, unit of measure and value will be displayed.

Enter or change the following information:

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Title: Display Sales Order

Module: SD

Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010

Last changed on: Last changed by: Version: 1.0 Page:

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Field

Name Description R/O

/C User Action and Values Commen ts

Purch.or

der no. Number that the customer uses to uniquely identify a purchasing

The proposed date by which the customer should receive

delivery of the goods.

R Enter the date the customer requests for delivery.

Quantity The total order

quantity for this item. R The order quantity may

be adjusted Defaults

to the

be changed Defaults

to Unit

Press ENTER key Alternat ely, click on the green check mark

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Title: Display Sales Order

Module: SD

Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010

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Data from the quotation will be defaulted into the appropriate fields on the order.

The Customer number and material numbers may not be changed, since the quotation was prepared for a specific customer and material and may have special pricing which is valid for that customer and material combination only.

All other data may be over-ridden as deemed necessary. Common examples of these types of changes are delivery dates and quantities.

Additional products may be added to the order as required to fulfill customer requirements.

Review data on this screen and any of the optional screens as appropriate. Make changes or additions according to normal sales order processing.

Save the sales order by clicking on the Save Icon (F11 or Ctrl + S).

(Add additional steps/screen prints if required. See Sample Template.)

(Create a Credit Memo Request)

On screen “Create Sales Order: Initial Screen”, press Create with Reference ICON or (F8).

On Dialog box “Create with reference”, select the Bill Doc tab and enter the billing document number.

Click on the Copy Icon (F5) to copy information from billing document. System will default data from billing document into credit request fields.

On “Create Credit Memo Request: Overview” screen, enter the below information:

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Title: Display Sales Order

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Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010

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Title: Display Sales Order

Module: SD

Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010

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Title: Display Sales Order

Module: SD

Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010

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Title: Display Sales Order

Module: SD

Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010

Last changed on: Last changed by: Version: 1.0 Page:

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Title: Display Sales Order

Module: SD

Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010

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Field

Name Description R/O

/C User Action and

Values Comments

Sold-to

party The customer who orders the goods or services. The sold-to party is contractually responsible for sales orders.

R See section 1.3.1

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Title: Display Sales Order

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Ship-to

party The party who receives delivery of the goods.

R See section 1.3.1

Purch.or

der no. Number that the customer uses to uniquely identify a purchasing

document.

R

Billing

block Indicates if the entire sales document is blocked for billing.

O Billing block 08

„Check credit memo‟ will

default for credit memo requests Order

reason Indicates the reason for creating the sales document.

R

Material Alphanumeric key uniquely identifying the material being ordered

R See section 1.3.1

Target

quantity A target quantity represents the total quantity of an item for which you want to issue a credit memo request.

R See section 1.3.1

Press ENTER key Alternately, click on the green check mark icon

If the credit request is being created with reference to an order, these fields will contain data defaulted from the order. This data can be changed if necessary.

Save the Credit memo Request. (Click on the diskette icon, or F11)

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Title: Display Sales Order

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System validates document.

If document is complete, system returns to “Create Credit Memo Request: Overview” and displays message „Credit Memo Request (Document number) has been saved‟, in status line at bottom of screen

If document is incomplete, system displays dialog box asking if user wants to save incomplete document or wants to process missing data. Choose desired option. (Enter data as required to complete document and save or save as incomplete. See Create Standard Order document for details on incomplete order processing.)

Exit Credit Memo processing. (Click on the yellow up-facing arrow icon, or Shift-F3)

End User Manual

Title: Display Sales Order

Module: SD

Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010

Last changed on: Last changed by: Version: 1.0 Page:

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In document Sap Sd User Training Manual (Page 51-79)

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