Shipping Processing

After completing the order and prior to the delivery date, the delivery process begins. Create a delivery document to initiate the shipping process.

Figure 75: Process Overview: Shipping Process

3.2.4.1 Create Delivery

To create a delivery, choose

Logistics  Sales and Distribution  Shipping and Transportation  Outbound Delivery

 Create  Single Document  With Reference to Sales Order (VL01N) 1. Enter shipping point 1000.

2. Enter the current date as selection date.

4. Choose Enter.

5. Usually, you should get an error message from the system, stating that for the current date no scheduling line is due.

Figure 76: Error Message: SAP-System-Screenshot

6. In the document column, click your sales order number. The display standard order screen appears.

7. In the menu, select Sales Document  Change. With this, you switch to the change mode.

8. Select item line 10 and select Goto  Item  Schedule Lines from the menu. Indeed, you can see that in the sales order a schedule line with the requested delivery date was created. However, since you have already completed production and want to deliver timely, overwrite the delivery date field with the current date.

Figure 77: Schedule Line: SAP-System-Screenshot

9. Confirm with Enter. The system creates an alternative schedule line. Save the docu- ment.

10. Call up transaction VL01N again. 11. Enter shipping point 1000.

12. Enter the current date as selection date.

13. Enter your sales order number. Choose Enter. The system now opens a delivery doc- ument.

14. Select the picking tab. Enter storage location 0001 and save the document. 15. List the delivery document number on your data sheet.

Delivery document: ___________________________________________________

Figure 78: Create Delivery Document: SAP-System-Screenshot

Next, open the newly created delivery in the change mode and answer the following ques- tions. List the answers on your data sheet. Choose

Logistics  Sales and Distribution  Shipping and Transportation  Outbound Delivery  Change  Single Document (VL02N)

Enter the number of your delivery document and choose Enter.

1. Which delivery quantity has the position in your delivery document? 2. Which picking quantity has the first item? Can you modify this entry?

Take a look at the document flow by clicking the symbol. 3. What is the status of the standard order?

4. What is the status of the delivery? Return to the easy access menu.

3.2.4.2 Picking

The next step of the shipping process is picking. To facilitate picking, we process the transfer order in the lean WM (warehouse management). Create the transfer order as follow-up of your outbound delivery. Therefore, choose

Logistics  Sales and Distribution  Shipping and Transportation  Picking  Create

1. Enter warehouse number 010.

2. Check, if the delivery number equals your delivery number.

3. Select from the drop-drown Foreground/Background foreground. 4. Enter 1 in the adopt picking quantity field.

5. Choose Enter.

6. Choose Save and list the number of the transfer order on your data sheet.

Transfer order: ____________________________________________________

3.2.4.3 Enter Goods Issue

Now the picking is completed and the product is transferred with the transfer order to the out- bound stock area. Now you can deliver the product with an outbound delivery by posting the goods issue. Therefore, choose

Logistics  Sales and Distribution  Shipping and Transportation  Outbound Delivery  Change  Single Document (VL02N)

1. Enter the number of your delivery document and choose Enter.

2. Please ensure that the picking quantity and the delivery quantity on the picking tab equal each other now.

Figure 79: Post goods Issue: SAP-System-Screenshot

3. Select the button.

4. You receive the message that the delivery was saved.

3.2.4.4 Display Document Flow

Display the document flow once again. Choose

Logistics  Sales and Distribution  Shipping and Transportation  Outbound Delivery  Display (VL03N)

1. Enter your delivery number and select the symbol.

2. You can see that the status of the delivery is now in process, while sales order, trans- fer order, and goods issue are already completed.

3. Although delivery is completed physically (the customer received the goods!), the sta- tus of the delivery document is not completed, yet. This occurs only when the invoice for the delivery was created and thus, when the process “leaves” the SD module. After that, it is a “problem” of financial accounting.

Figure 80: Document Flow Sales Order Process - Delivery: SAP-System-Screenshot

3.2.5 Billing

After posting goods issue, you can create an invoice for products that were delivered physi- cally to the customer. Carry out the billing process for your delivery and record the net value of the invoice.

Figure 81: Process overview: Billing

3.2.5.1 Create a Billing Document

Therefore, choose

Logistics  Sales and Distribution  Billing  Billing Document  Create (VF01) 1. In the document column, enter your delivery number.

2. Choose Enter.

3. List the net value of the invoice on your data sheet.

Net value: ___________________________________________________

5. Select the conditions tab. List the total amount on the data sheet. What is the profit

margin of the order? The profit margin is the difference of the net value (returns from

the order) and the variable costs of order handling (transfer price).

Total amount: ____________________________________________________ Profit margin: _______________________________________________

6. Save the billing document and list the invoice number.

Billing number: ________________________________________________

3.2.5.2 Display Document Flow

Display the document flow once again. Choose

Logistics  Sales and Distribution  Billing  Billing Document  Change (VF02)

1. Enter the number of your billing document. 2. Choose Enter.

3. Again, select the button.

4. You can see that the delivery was completed with billing accomplished. The invoice document is completed as well. Only one accounting document (the “problem” of fi- nancial accounting) was created that is not cleared, yet. This step will be completed when the customer pays the invoice.