Lesson Objectives
Exercise 3: Sales Document - Header
Exercise Objectives
After completing this exercise, you will be able to:
• set your own requirements at header level when copying “from sales document to sales document”.
Business Example
In your company, you often create a quotation for a certain customer, but the actual sales order for this quotation is issued to a sold-to party with a different customer number.
Check your SAP system and, if necessary, configure it so that you are allowed to create orders with reference to a quotation for different customers. If the customer is the same for the quotation and sales order, the system should copy the purchase order data in the quotation to the sales order.
Task 1:
First, test order creation with reference to a quotation.
1. Create a quotation with quotation type “QT” based on the following customer inquiry.
The quotation should be valid until the end of the following month.
FAX Inquiry
Customer: T-S50A##
Clerk: Mr. Miller
Inquiry Number: ##-1-1.1
Req. delivery date: In one week
Material: T-AS3##
Quantity: 10
(Motorcycle 1200 cm3)
2. Enter a net price (PN00) of 12,000 euro per piece and enter the name of the employee who responded to the inquiry in the purchase order data.
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3. Save the quotation and note the quotation number.
_______________________________________________________
4. The customer's branch places an order with reference to the quotation from activity 1-1.1.
Try to create an order with your order type ZA## with reference to this quotation.
FAX
Customer: T-S50B##
Inquiry Number: ##-1-1.4
Req. delivery date: In one week
Material: T-AS3##
Quantity: 6
5. How does the system respond?
_______________________________________________________
Task 2:
Configure your order type ZA## in copying control so that you are allowed to create orders with reference to quotations for different customers, and so that the purchase order data is also copied from the quotation to the order.
1. In copying controls from sales document type QT to ZA##, assign copying requirement 002 to your order type ZA##.
2. Assign the data transfer routine 951 (created by the instructor) to your order type.
This means that the system also copies purchase order data.
3. Now test the new configuration for order type ZA## by repeating activity 1-4.
4. Save the order and note the order number.
________________________________________________________
5. Look at the quotation you created earlier. Check the status in the header data and note the reference status.
________________________________________________________
6. Customer T-S50A## also places an order with reference to the quotation from activity 1-1.1 (purchase order number ##-1-1).
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FAX
Customer: T-S50A##
Inquiry Number: ##-1-2.6
Req. delivery date: In one week
Material: T-AS3##
Quantity: 4
7. Create the order and look at the purchase order data.
8. Save the order and note the order number.
________________________________________________________
9. Look at the quotation you created earlier. Check the status in the header data and note the overall status.
________________________________________________________
I n t e r n a l U s e S A P P a r t n e r O n l y I n t e r n a l U s e S A P P a r t n e r O n l y
Solution 3: Sales Document - Header
Task 1:
First, test order creation with reference to a quotation.
1. Create a quotation with quotation type “QT” based on the following customer inquiry.
The quotation should be valid until the end of the following month.
FAX Inquiry
Customer: T-S50A##
Clerk: Mr. Miller
Inquiry Number: ##-1-1.1
Req. delivery date: In one week
Material: T-AS3##
Quantity: 10
(Motorcycle 1200 cm3) a) Create order:
Menu path:
Logistics → Sales and Distribution → Sales → Quotation → Create Choose quotation type “QT” and enter your data.
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2. Enter a net price (PN00) of 12,000 euro per piece and enter the name of the employee who responded to the inquiry in the purchase order data.
a) Menu path:
Select the item and choose Conditions Item.
Choose Add line in the lower part of the screen.
After entering the corresponding data, choose “Enter” to activate the condition.
Return to the main screen.
Choose the Display details for document header pushbutton in the upper right-hand part of the screen.
Choose the Purchase data tab page.
Enter your data.
3. Save the quotation and note the quotation number.
_______________________________________________________
a)
4. The customer's branch places an order with reference to the quotation from activity 1-1.1.
Try to create an order with your order type ZA## with reference to this quotation.
FAX
Customer: T-S50B##
Inquiry Number: ##-1-1.4
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FAX
Req. delivery date: In one week
Material: T-AS3##
Quantity: 6
a) Create order:
Menu path:
Logistics → Sales and Distribution → Sales → Order → Create Choose order type ZA## and enter the sales area data.
Enter Customer 2 with the number T-S50B## as the sold-to party in the order header.
Choose: Sales Document → Create with reference.
Choose the Quotation tab page.
Enter the quotation number or look for your quotation using the purchase order number ##-1-1.1
5. How does the system respond?
_______________________________________________________
a) The system outputs the error message: Sold-to parties are different.
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I n t e r n a l U s e S A P P a r t n e r O n l y I n t e r n a l U s e S A P P a r t n e r O n l y Task 2:
Configure your order type ZA## in copying control so that you are allowed to create orders with reference to quotations for different customers, and so that the purchase order data is also copied from the quotation to the order.
1. In copying controls from sales document type QT to ZA##, assign copying requirement 002 to your order type ZA##.
a) Set copying requirement 002:
Menu path:
Tools → Customizing → IMG → Execute Project → Display SAP Reference IMG → Sales and Distribution → Sales → Maintain Copy Control for Sales Documents
Choose Copying Control: Sales Document to Sales Document.
Choose: Table View → Display -> Change Select Target: ZA##, Source: QT
Choose Detail (magnifying glass).
Enter routine 2 in the Copying requirements field.
2. Assign the data transfer routine 951 (created by the instructor) to your order type.
This means that the system also copies purchase order data.
a) Set data transport routine 951:
Menu path:
See solution to 2-1
Enter routine 951 in the VBAK field.
Save your entries.
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3. Now test the new configuration for order type ZA## by repeating activity 1-4.
a) Menu path:
Logistics → Sales and Distribution → Sales → Order → Create Choose order type ZA## and enter the sales area data.
Enter Customer 2 with the number T-S50B## as the sold-to party in the order header.
Choose: Sales Document → Create with reference Choose the Quotation tab page.
Enter the quotation number or look for your quotation using the purchase order number ##-1-1.1
Choose Item selection.
Reduce the quantity to the required value and choose Copy.
4. Save the order and note the order number.
________________________________________________________
a)
5. Look at the quotation you created earlier. Check the status in the header data and note the reference status.
________________________________________________________
a) Reference status: partly referenced Menu path:
Logistics → Sales and Distribution → Sales → Quotation → Display Choose Display details for document header.
Choose the Status tab page.
6. Customer T-S50A## also places an order with reference to the quotation from activity 1-1.1 (purchase order number ##-1-1).
FAX
Customer: T-S50A##
Inquiry Number: ##-1-2.6
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FAX
Req. delivery date: In one week
Material: T-AS3##
Quantity: 4
a)
7. Create the order and look at the purchase order data.
a) The name of the purchaser was taken from the quotation.
8. Save the order and note the order number.
________________________________________________________
a)
9. Look at the quotation you created earlier. Check the status in the header data and note the overall status.
________________________________________________________
a) Overall status: completed.
Menu path:
Logistics → Sales and Distribution → Sales → Quotation → Display Choose Display details for document header.
Choose the Status tab page.