Sap Sd User Training Manual

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(1)End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. Project Sarthak SAP Implementation at PDIL User Manual Module: Sales & Distribution. Table of Contents Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 1 of 252.

(2) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. 1.. Introduction & Navigation of SAP ........................................................................................ 4. 2.. Create Customer Master ................................................................................................... 18. 3.. Change Customer Master .................................................................................................. 30. 4.. Display Customer Master .................................................................................................. 37. 5.. Create Excise Master Data ................................................................................................. 44. 6.. Maintain Condition Records .............................................................................................. 47. 7.. Create Sales Order ............................................................................................................ 51. 8.. Change Sales Order ........................................................................................................... 79. 9. Display Sales Order ................................................................................................... 95 9.. List of Sales Orders ........................................................................................... 102. 10.. Create Inquiry ..................................................................................................... 110. 11.. Change Inquiry ............................................................................................................ 119. 12.. Display Inquiry ............................................................................................................ 126. 13.. Display List of Inquiries .................................................................................. 131. 14.. Create Quotation ................................................................................................ 137. 15.. Change Quotation .............................................................................................. 147. 16.. Display Quotation .............................................................................................. 154. 17.. Display List of Quotations .............................................................................. 160. 18.. Create Contract ................................................................................................... 166. 19.. Change Contract ................................................................................................. 177. 20.. Display Contract ................................................................................................. 184. 21.. Display List of Contracts ................................................................................. 188. 22.. Create Invoice ..................................................................................................... 194. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 2 of 252.

(3) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. 23.. Change Invoice ................................................................................................... 201. 24.. Display Invoice ................................................................................................... 207. 25.. Display List of Invoice Documents ............................................................. 210. 26.. Release Invoice Documents for Accounting ........................................... 216. 27.. Create Outbound Delivery .............................................................................. 221. 28.. Updation of Registers....................................................................................... 227. 29.. Create Excise Invoice ....................................................................................... 237. 30.. Extract Excise Registers.................................................................................. 240. 31.. Print Excise Registers ...................................................................................... 245. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 3 of 252.

(4) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. 1. Introduction & Navigation of SAP SAP R/3 is an “integrated and industry-independent standard software” which covers integrates and connects all functional areas in a business. SAP AG defines integration as "defined communication". Although R/3 is designed for complete integration, it can also be used for a couple of business areas.. SAP is the abbreviation for “Systems Applications and Products in Data Processing”.. The purpose of this document is to provide an overview of SAP PM Functionality and the details of how the transactions are carried out in SAP R/3. The document has been organized as follows; Master data maintenance required for PM module is covered first. Master data maintenance is the most important aspect as these data affects all the transaction where that Master data is used. It is very much controlled by authorizations as per the policy of the company. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 4 of 252.

(5) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. As a PM user, you will be using various transactions to replicate day-to-day work in SAP R/3. So all the transactions, which are relevant to you for carrying out Plant Maintenance activities, are covered in this. Master data maintenance and transaction processes are explained with the help of SAP screen Shots. This will help you in executing the same perfectly. Getting Started LOG ON: Select SAP Log in Icon. On PC Desktop & press enter key or double click, Or follow the menu path as shown in following screen:. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 5 of 252.

(6) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. The following screen will appear.. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 6 of 252.

(7) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. Select Server and click on Log on icon. Logging onto the SAP R/3 system Sap R/3 systems are client systems. The client enables you to run several business operations at the same time in one SAP R/3 system. Client is, in organizational terms, an independent unit in the system. Clients have their own data environment and therefore their own user master and transaction data, assigned user master records and chart off accounts and specific customizing parameters.. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 7 of 252.

(8) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. So that you log on to SAP R/3 system, you must have a master record created for you for corresponding client. For reasons of access protection, you must enter a password when you log onto the sap system. The system does not display the password you enter. SAP R/3 system is available in several languages. Use the language input field to select the logon language for each session.. You can place your own text on the initial screen. Elements of the screen layout Command Field: Use command field (hidden as default) to go to applications directly by entering the transaction code. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 8 of 252.

(9) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. Standard Tool Bar: the push buttons in the standard tool bar are found on every screen in an SAP R/3 system. Any push buttons that cannot be used in a particular application are grayed out. If you place your cursor on a push button for a while the system displays a quick info text that explains the push button function. The Application Tool bar: shows which functions are available in the current application. A Tab page: provides a clearer overview of several information screens Status bar: the status bar displays information on the current system status, for example. Warning or error messages Menu bar: the menus shown here depend on which application you are working in. Title bar: the title bar displays the functions that are available for the user. Checkboxes: checkboxes enable you to select several options simultaneously within a group. Radio Buttons: allow you to choose exactly one item form a selection. The below shown screen gives you a detail explanation.. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 9 of 252.

(10) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. Menu bar Standard toolbar Title bar Command Application toolbar Tab Page. Input Fields Check boxes, Radio Buttons. Status bar. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 10 of 252.

(11) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. SAP Easy Access Sap easy access is the standard entry screen displayed after the logon. You navigate through the system using the tree structure.. You are greeted by your logo in the right-hand part of the window. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 11 of 252.

(12) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. Selecting Functions You can call functions in the system as follows o Menu Option o Favourites o Entry in the SAP easy Access menu “/n” ends the current session “/i” delets the current session “/oCV01N” opens a new session and branches out to the transaction specified (CV01N) By entering “ search_sap_menu” in the command field, you can display menu paths for the desired SAP transaction.. Command Field. Menu SAP easy Access and Favorite List Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 12 of 252.

(13) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. Field help : F1 and F4 Use F1 to display an explanation of fields, menus, functions and messages. F1 Help also provides technical information on the relevant field.. F1 Help. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 13 of 252.

(14) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. Use F4 to display possible inputs . you can also access F4 help for a selected field using the button immediately to the right of that field.. F4 help. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 14 of 252.

(15) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. User – Specific Personalization The end user has many possibilities for personalizing the system. For example as shown in the screen below.. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 15 of 252.

(16) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. SAP – Symbols or icons. Button. Keyboard Shortcut. Description. Enter Key. Enter/Continue. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Button. Keyboard Shortcut Ctrl + Page Up. Version: 0. Description First page. Page: 16 of 252.

(17) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. Ctrl + S. Save to database. Page Up. F3. Back. Page Down. Shift + F3. Exit System Task. Ctrl + Page Down. F12. Cancel. None. Ctrl + P. Print. None. Ctrl + F. Find. F1. Ctrl + G. Find next. Alt + F12. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Previous page Next page Last page Create New session Create shortcut on Desktop F1 Help. Version: 0. Customize Local Layout. Page: 17 of 252.

(18) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. 2. Create Customer Master OVERVIEW Trigger: Create a customer master record centrally when the Accounts Receivable functions are shared. Business Process Procedure Overview Customer master contains data that controls how business transactions are recorded and processed by the system. It also includes all the information about a customer that you need to conduct business transaction with them. Customer master data is separate into 3 sections: General Data, Company Code Data and Sales Area Data. The General data contains information that applies to all sales areas such as customer name, address and contact information. The Company Code data is specific to a company code and contain information such as reconciliation account, payment and dunning procedures. The Sales area data contains information relevant to the sales organization and distribution channels of your company. It contains such information as order processing, billing and shipping. This document describes the procedure required to create a customer centrally from either Accounts Receivable or Sales and Distribution. When creating the customer centrally, you may enter some additional information above what you can when creating a customer in A/R noncentrally (FD01) (such as Marketing, Unloading points, Export data and Contact persons, as well as the Sales information). These fields, as well as all of the Company code data, are not available to you when create a regular SD customer in the SD module (VD01). Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 18 of 252.

(19) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. Input Required Fields. Field Value / Comments. Company code Account group. Classification of the type of customer.. Customer name/number Sales Area:. Identifier of a customer – acceptable values are defined in customizing by account group. Sales organization Distribution channel. Identifier of an independent unit that is responsible for sales processing of a product or product The way which products or services reachline. a customer.. Division. A way of grouping materials, products or services.. Reference: Customer. Model after an existing customer. Company Sales Organization Distribution Channel Reference Division. Output - Results Centrally created customer master record. Comments. Tips and Tricks : N/A. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 19 of 252.

(20) End User Manual Title: SAP SD Module: Release: Created by: Created on:. Access transaction by:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. Procedural Steps. Via Menus. Accounting Financial Accounting Accounts Receivable Master records Maintain Centrally Create Logistics Sales and Distribution Master Data Business Partners Customer Create Complete. Via Transaction Code. XD01. 1.2. On screen “Create Customer: Initial Screen”, enter information in the fields as specified in the below table:. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 20 of 252.

(21) End User Manual Title: SAP SD Module: Release: Created by: Created on:. Field Name. Account group. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. Description. R User Action and / Values O / C You must assign each R This field is not account to an account group. required if you The account group ensures decide to use a that only the relevant reference screens and fields are customer/compa displayed and ready for ny code, below. input for each of the customer‟s different partner functions. For example, the address, communication, and bank data fields are omitted for the account group for one-time accounts.. Custome Depending on the r configuration of the customer account, an external number assignment, will allow the user to enter the customer's account number. If internal number assignment is set, the system will assigns a customer number when you save the master data.. C Enter an appropriate assignment if required. Compan y code. C This field is not required if you decide to use a reference customer/compa. The company code ID. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Comments. Use the drop down menu.. Use the drop down menu.. Page: 21 of 252.

(22) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. ny code, below. O Enter a value if you You can assign wish to maintain any the number of sales informationdistribution now channels and divisions to a sales organization. A particular combination of sales organization, distribution channel, and division is known as a sales area.. Sales organiza tion. An organizational unit responsible for the sale of certain products or services. The responsibility of a sales organization may include legal liability for products and customer claims.. Distribut ion channel. The way in which O For each products or services reach combination of the customer. Typical sales examples of distribution organization and channels are wholesale, distribution retail, or direct sales. channel, you can further assign one or more of the divisions that are defined for the sales organization. You can, for example, assign "Food" and "Non-food" divisions to the "Wholesale" distribution channel. A. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. You can maintain information about customers and materials by sales organization and distribution channel. Within a sales organization you can deliver goods to a given customer through more than one distribution channel. You can assign a distribution channel to one or Page: 22 of 252.

(23) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. particular combination of sales organization, distribution channel, and division is known as a sales area.. Division. A way of grouping materials, products, or services. The system uses divisions to determine the sales areas and the business areas for a material, product, or service.. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. O. more sales organizations. If, for example, you have numerous sales organizations, each sales organization may use the "Wholesale" distribution channel. A product or service is always assigned to just one division. From the point of view of sales and distribution, the use of divisions lets you organize your sales structure around groups of similar products or product lines. This allows the people in a division who process orders and service customers to specialize within a manageable area of expertise.. Version: 0. Page: 23 of 252.

(24) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. Example: If a sales organization sells food and nonfood products through both retail and wholesale distribution channels each distribution channel could then be further split into food and non-food divisions. Referenc e Custome r. The customer account that is being used as a reference as an alternative way in which to create a customer account. Referenc The company code associated with the Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. O The system copies the master data from the reference master record. However, not all data is copied, address information is not copied over. The data from the referenced customer is used for default values and it is suggested that all screens be reviewed before saving any data. O Select if you want to copy the Version: 0. Page: 24 of 252.

(25) End User Manual Title: SAP SD Module: Release: Created by: Created on:. e Compan y code. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. referenced customer. default values. Referenc The sales org associated with the referenced e Sales customer org. O Select if you want to copy the defaults. Referenc The distribution channel associated with the e Distribut referenced customer ion channel. O Select if you want to copy the defaults. Referenc The division associated with the referenced e Division customer. O Select if you want to copy the defaults. Note: In column “R/O/C” of above table, “R” = Required, “O” = Optional, “C” = Conditional Press. to continue.. On screen “Create Customer: General Data”, enter information in the fields as specified in the below table but keep in mind that the fields that are displayed and required will vary depending on the account group chosen and the configuration of the system:. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 25 of 252.

(26) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. Address Information Grouping Field Description R/O/ Name C R Name Customer name. User Action and Values Enter a proper name. Search term. Short name which is used to set up a match code for search criteria. R. Enter a search term. Street. Street address. R. Postal code or PO box. Zip code. R. Enter proper address information Enter complete address information. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Comments. Version: 0. Page: 26 of 252.

(27) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. code Country. Two digit country identifier. R. Enter appropriate country code. Region (state). Two letter state abbreviation. R. Enter the region or state (US). R. Use the drop down menu to select a valid language code. Languag e. Use the tab control to toggle between the ”General Data” information groups: Address, Control data, Payment transactions, Marketing, Uploading points, Export data, Contact persons. Alternatively, the menu paths Goto Next tab (F8) and Goto Previous tab (F7) can be used. The “Company Code Data” button can be clicked to view the company code information groups: Account management, Payment transactions, Correspondence, Insurance. Alternatively, the menu path Goto Company code data (Ctrl + F2) can be used. With the exception of the Reconciliation account, all the fields on the other tabs are optional.. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 27 of 252.

(28) End User Manual Title: SAP SD Module: Release: Created by: Created on:. Field Name. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. Description. Reconcili When you post items to a subsidiary ation account ledger, the system automatically posts the same data to the general ledger. Each subsidiary ledger has one or more reconciliation accounts in the general ledger. These Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. R/O/ C R. User Action and Values. Comments. Enter the appropriate account. Use the drop down menu.. Version: 0. Page: 28 of 252.

(29) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. reconciliation accounts ensure that the balance of G/L accounts is always zero. This means that you can draw up balance sheets at any time without having to transfer totals from the subledgers to the general ledger.. Use the tab control to toggle between the Company Code Data information groups: Account management, Payment transactions, Correspondence, and Insurance. Alternatively, the menu paths Goto Next tab (F8) and Goto Previous tab (F7) can be used. The “Sales Area Data” button can be clicked to view the sales area related information groups (if you have entered the Sales org, Distr channel and Division): Sales, Shipping, Billing document, Partner functions. Alternatively, the menu path Goto Sales Area data (Ctrl + F2) can be used. Use the tab control to toggle between the Sales Area Data information groups: Sales, Shipping, Billing document, Partner functions. Alternatively, the menu paths Goto Next tab (F8) and Goto Previous tab (F7) can be used. To save the customer master record, select Customer Save or select the  Save icon. The system will display a message indicating the account number that was created (if this was system generated) and the company code it was created in.. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 29 of 252.

(30) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. 3. Change Customer Master Overview Trigger: A change needs to be made to the customer master record, specifically billing or accounting information. Business Process Description Overview This document describes the procedure to change a customer master record‟s billing and accounting information.. Input - Required Fields. Field Value / Comments. Customer. Customer number. Company Code. Company Code. Sales Organization. Sales Organization. Distribution Channel. Distribution Channel. Division. Division. Output - Results Screens to change Customer Master Record‟s accounting information. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Comments. Version: 0. Page: 30 of 252.

(31) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. Tips and Tricks. There are other fields that can be changed. To view or change the additional fields click on the buttons containing that data.. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 31 of 252.

(32) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. Procedural Step Access transaction by:. Via Menus. Logistics Sales/distribution Master data Business Partners  Customer  Change Complete Via Transaction Code XD02 On screen “Change Customer: Initial Screen”, enter the following information in the table below:. Field Name Customer Company. Description Customer number. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. R/O/ C R R. User Action and Values. Comments. Needed at Version: 0. Page: 32 of 252.

(33) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. Code. input if company code data exists for customer. Sales organizati on Distributi on channel Division. O. O O Press „Enter‟. Note: On above table, in column “R/O/C”; “R” = Required, “O” = Optional, “C” =Conditional) System will display customer master tabs for maintenance, under 3 separate buttons for general data, sales area data, and company code data. Select the tabs under those buttons containing fields to be changed. Enter changes as required under company code data.. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 33 of 252.

(34) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 34 of 252.

(35) End User Manual Title: SAP SD Module: Release: Created by: Created on:. Tabs Account manageme nt Payment transactions Correspond ence Insurance Payment Transaction s Billing. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. A transactions tab under company code data. A payment transactions tab under general data button. Specifically for bank details, payment card info, alternate payer. Specifically for. A billing document. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 35 of 252.

(36) End User Manual Title: SAP SD Module: Release: Created by: Created on:. document. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. tab under sales area data button. billing document info, delivery and payment terms defaults, account assignment group, and taxes.. After making changes to the desired fields, click the „Save‟ icon or Ctrl+S. System returns to the initial screen and message „Changes have been made” is displayed in the status line at bottom of screen Exit Change Customer record. (Click on yellow up-facing arrow icon, or Shift-F3). Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 36 of 252.

(37) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. 4. Display Customer Master Overview. Trigger: Displaying a customer master record centrally. Business Process Procedure Overview Customer master data is the data you require to conduct business relationships with your customers. It includes address data and terms of payment, for example. It also controls how business transactions are posted to a customer account and how the posted data is processed. Master data is stored in master records.. Input – Required Fields Customer Account Number. Output - Results Displaying the Customer Master Record Centrally. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Field Value/Comments. Comments .. Version: 0. Page: 37 of 252.

(38) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. Tips and Tricks There are other fields that can be displayed. The view the additional fields click on the additional fields icon. Procedural Steps o Access transaction by:. Via Menus. Logistics Sales and Distribution Master Data Business Partners Customer Display Complete. Via Transaction Code. XD03. On screen “ Customer Display: Initial Screen ”, enter information in the fields as specified in the table below:. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 38 of 252.

(39) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. Field Description Name Custome Unique key used to r identify the customers account number. Compan Independent unit that y Code is responsible for sales processing of a product or product line Sales Independent unit that Organiz is responsible for ation sales processing of a product or product line Distribut Means of getting a Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. R/O/ C R. User Action and Values. Comm ents. Select match code to search for specified customer number with other key values.. O. O. O Version: 0. Page: 39 of 252.

(40) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. ion Channel Division. product to the customer Group of products or services All Sales Select this button to Areas view allowable combinations of sales organizations, distribution channels, and divisions. Custome Select this button to r‟s Sales view allowable Areas combinations of sales organizations, distribution channels, and divisions based on a given customer number.. O O. O. Choose this button when you have the customer number, but are not sure about the sales organization, distribution channel, or the division. Press ENTER key. User may also click on the green check mark.. (Note: On above table, in column “R/O/C” ; “R” = Required, “O” = Optional, “C” = Conditional) On screen “Display Customer: General Header”, view the information below by clicking the desired tabs:. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 40 of 252.

(41) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 41 of 252.

(42) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. Select the Sales Area Data Icon (Ctrl + F3) to view data specific associated to the customer and the specified sales area. On screen “Display Customer: Sales Area Data”, select the view the information below by clicking the desired tabs:. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 42 of 252.

(43) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. System will display selected customer maintenance. Enter changes as required.. master. tabs. for. o After making changes to the desired fields, click the „Save‟ icon or Ctrl+S. o System returns to the initial screen and message„Changes have been made” is displayed in the status line at bottom of screen. Exit Maintain Hierarchy Node processing. facing arrow icon, or Shift-F3). (Click on yellow up-. (Add additional steps/screen prints if required. See Sample Template.). Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 43 of 252.

(44) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. 5. Create Excise Master Data Overview Trigger: In this activity you are going to create excise details of a customer Business Process Procedure Overview Creation of excise details for a customer. Output - Results Excise details of the customer are updated. Comments. Procedural Steps Access transaction by:. Via Menus Via Transaction Code. Indirect Taxes  Master Data  Excise Rate Maintenance J1ID. Choose radio button Customer excise Details and click Maintain (F5) Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 44 of 252.

(45) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 45 of 252.

(46) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. Field Name Customer ECC No. Excise Registration No. Excise Range Excise Division Excise Commissionerate CST number LST number Permanent account number Exc.Tax Ind. Custom. Service Tax Registration Number PAN Reference Number. R/O/ C R R R R R R R R R R R. User Action and Values. Comment s. R. Save your entries after feeding the relevant data.. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 46 of 252.

(47) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. 6. Maintain Condition Records Overview Trigger: Specific Condition records for conditions like Pricing, Taxes, Excise etc need to be maintained at the backend for be automatic determination in documents Business Process Procedure Overview The Condition records can be maintained for pricing, taxes, excise etc.. Input – Required Fields Condition Type Access Other Condition Specific Parameters eg: Customer/material with release status Sales Organization Distribution Channel Customer Material Amount Valid From Valid To. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Field Value/Comments. Version: 0. Page: 47 of 252.

(48) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. Output – Results Condition record for automatic determination is saved.. Comments. Tips and Tricks: N/A Procedural Steps 1.1. Access transaction by: Via Menus. Logistics -> Sales and distribution -> Master data-> Conditions -> Conditions using condition type docs. Via Transaction Code. VK11. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 48 of 252.

(49) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. 1.2. On screen “Create Condition Records", enter information in the fields as specified in the screen below:. Field Name Sales Organization Distribution Channel Customer Material Amount. R/O/C. User Action and Values. Comments. R R R R R. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 49 of 252.

(50) End User Manual Title: SAP SD Module: Release: Created by: Created on:. Valid From. R. Valid To. R. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. (Note: On above table, in column “R/O/C” ; “R” = Required, “O” = Optional, “C” = Conditional). Save the record after feeding data. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 50 of 252.

(51) End User Manual Title: SAP SD Module: Release: Created by: Created on:. SD User Manual ECC 6.0 Utpal Mishra 11/11/2010. 7. Create Sales Order 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. Sold to Party. A classification that distinguishes between different types of sales document. Independent unit that is responsible for sales processing of a product or product line. The way in which products or services reach the customer. Typical examples of distribution channels are wholesale, retail, or direct sales. A way of grouping materials, products, or services. The customer who orders the goods or services.. Ship-to Party. The party who receives delivery of the goods.. Req.deliv.date Material. The proposed date by which the customer should receive delivery of the goods. Enter the material requested.. Order Quantity. Enter the quantity requested.. Order Type Sales Organization Distribution Channel Division. Last changed on:. Last changed by:. 12/9/2010. Utpal Mishra. Version: 0. Page: 51 of 252.

(52) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. Output - Results Creation of a sales order Decrease in available inventory at storage location. SD ECC 6.0 Utpal Mishra 11/11/2010. Comments Refer to Business Process Procedure „Display a Sales Order‟ or „Display SD Document Flow‟ for verification 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:. Last changed on: 12/9/2010. Last changed by: Utpal Mishra. Version: 1.0. Page:. 52 of 252.

(53) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. Last changed on: 12/9/2010. Last changed by: Utpal Mishra. SD ECC 6.0 Utpal Mishra 11/11/2010. Version: 1.0. Page:. 53 of 252.

(54) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. SD ECC 6.0 Utpal Mishra 11/11/2010. Field Name Order Type. Description. Sales Organiz ation. Independent unit that is responsible for sales processing of a product or product line. Means of getting a product to the customer. Group of products or services. Physical location responsible for sales certain products or services within a given geographical area. Group of sales people that are responsible for a special area of. Distribut ion Channel Division Sales Office. Sales Group. Last changed on: 12/9/2010. A classification that distinguishes between different types of sales document.. Last changed by: Utpal Mishra. R/O /C R. User Action and Values. Comments. Enter the desired order type. “ZORP” – Job Order Products “ZCR” – Credit Memo Request “ZORS”-Job Order Services “ZORM”-Job Order Scrap. R. Enter Sales Organization for the customer.. R. Enter Distribution Channel for the customer. Enter Division for the customer.. R R. R. Version: 1.0. Page:. 54 of 252.

(55) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. SD ECC 6.0 Utpal Mishra 11/11/2010. 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”, information specified in the fields in the table below:. Last changed on: 12/9/2010. Last changed by: Utpal Mishra. Version: 1.0. enter. the. Page:. 55 of 252.

(56) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. Last changed on: 12/9/2010. Last changed by: Utpal Mishra. SD ECC 6.0 Utpal Mishra 11/11/2010. Version: 1.0. Page:. 56 of 252.

(57) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. Last changed on: 12/9/2010. Last changed by: Utpal Mishra. SD ECC 6.0 Utpal Mishra 11/11/2010. Version: 1.0. Page:. 57 of 252.

(58) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. Field Name Sold-to party. Ship-to party. Last changed on: 12/9/2010. SD ECC 6.0 Utpal Mishra 11/11/2010. Description The customer who orders the goods or services. The sold-to party is contractually responsible for sales orders. The party who receives delivery of the goods. Last changed by: Utpal Mishra. R/O /C R. User Action and Values. Comments. Enter the Sold-to party‟s customer number or use matchcodes to find the number.. R. Version: 1.0. Page:. 58 of 252.

(59) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. Purch.or der no.. Req. Deliv.da te Material. Order Quantity. SD ECC 6.0 Utpal Mishra 11/11/2010. Number that the customer uses to uniquely identify a purchasing document. The proposed date by which the customer should receive delivery of the goods. Alphanumeric key uniquely identifying the material being ordered Amount of material the customer is ordering.. O. R. Enter the Requested Delivery Date.. R. Enter material number being ordered.. R. Enter quantity being ordered. Press ENTER key. Usually defaults to today‟s date. Alternately , click on the green check mark icon. Dialog Box 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 Last changed on: 12/9/2010. Last changed by: Utpal Mishra. Version: 1.0. Page:. 59 of 252.

(60) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. SD ECC 6.0 Utpal Mishra 11/11/2010. between several delivery proposals including one-time delivery proposal. A one-time delivery will only ship proposed and no subsequent deliveries will be created. proposal will propose a delivery schedule based on receipt availability.. delivery and the quantity The delivery of goods and. 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:. Last changed on: 12/9/2010. Last changed by: Utpal Mishra. Version: 1.0. Page:. 60 of 252.

(61) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. Last changed on: 12/9/2010. Last changed by: Utpal Mishra. SD ECC 6.0 Utpal Mishra 11/11/2010. Version: 1.0. Page:. 61 of 252.

(62) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. Last changed on: 12/9/2010. Last changed by: Utpal Mishra. SD ECC 6.0 Utpal Mishra 11/11/2010. Version: 1.0. Page:. 62 of 252.

(63) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. Last changed on: 12/9/2010. Last changed by: Utpal Mishra. SD ECC 6.0 Utpal Mishra 11/11/2010. Version: 1.0. Page:. 63 of 252.

(64) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. Field Name Purch.or der no.. Description. Req. Deliv.. Date customer requires delivery. Last changed on: 12/9/2010. SD ECC 6.0 Utpal Mishra 11/11/2010. Number that the customer uses to uniquely identify a purchasing document.. Last changed by: Utpal Mishra. R/O /C R. User Action and Values. R. Enter/verify requested delivery date.. Enter/verify customer P.O. number.. Version: 1.0. Commen ts Docume nt may not be complete without a P.O. number Usually defaults Page:. 64 of 252.

(65) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. SD ECC 6.0 Utpal Mishra 11/11/2010. Date Order Quantity. Amount of material the customer is ordering. R. Enter/verify quantity ordered.. SU. Sales unit of Measure. R. Enter/verify the unit of measure for the material.. to today‟s date Defaults to target amount in. 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 be changed. Common examples of data that may be changed are delivery dates and quantities. If specified in the contract, partial quantities may be delivered as long as the contract total is not exceeded. Save the sales order by clicking on the Save Icon (F11 or Ctrl + S).. Last changed on: 12/9/2010. Last changed by: Utpal Mishra. Version: 1.0. Page:. 65 of 252.

(66) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. Last changed on: 12/9/2010. Last changed by: Utpal Mishra. SD ECC 6.0 Utpal Mishra 11/11/2010. Version: 1.0. Page:. 66 of 252.

(67) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. Last changed on: 12/9/2010. Last changed by: Utpal Mishra. SD ECC 6.0 Utpal Mishra 11/11/2010. Version: 1.0. Page:. 67 of 252.

(68) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. Last changed on: 12/9/2010. Last changed by: Utpal Mishra. SD ECC 6.0 Utpal Mishra 11/11/2010. Version: 1.0. Page:. 68 of 252.

(69) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. SD ECC 6.0 Utpal Mishra 11/11/2010. 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:. Last changed on: 12/9/2010. Last changed by: Utpal Mishra. Version: 1.0. Page:. 69 of 252.

(70) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. Field Name Purch.or der no.. Req. Deliv.da te. SD ECC 6.0 Utpal Mishra 11/11/2010. Description Number that the customer uses to uniquely identify a purchasing document. The proposed date by which the customer should receive delivery of the goods.. R/O /C O. User Action and Values. R. Enter the date the customer requests for delivery.. Enter the Customer‟s PO number. Order Quantity. The total order quantity for this item.. R. The order quantity may be adjusted. SU. Sales unit of measure. R. The Unit of measure may be changed. Press ENTER key. Last changed on: 12/9/2010. Last changed by: Utpal Mishra. Commen ts. Version: 1.0. Usually defaults to a given date Defaults to the quantity in the quotatio n. Defaults to Unit of measure in the quotatio n. Alternat ely, click on the green check mark. Page:. 70 of 252.

(71) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. SD ECC 6.0 Utpal Mishra 11/11/2010. 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:. Last changed on: 12/9/2010. Last changed by: Utpal Mishra. Version: 1.0. Page:. 71 of 252.

(72) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. Last changed on: 12/9/2010. Last changed by: Utpal Mishra. SD ECC 6.0 Utpal Mishra 11/11/2010. Version: 1.0. Page:. 72 of 252.

(73) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. Last changed on: 12/9/2010. Last changed by: Utpal Mishra. SD ECC 6.0 Utpal Mishra 11/11/2010. Version: 1.0. Page:. 73 of 252.

(74) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. Last changed on: 12/9/2010. Last changed by: Utpal Mishra. SD ECC 6.0 Utpal Mishra 11/11/2010. Version: 1.0. Page:. 74 of 252.

(75) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. Last changed on: 12/9/2010. Last changed by: Utpal Mishra. SD ECC 6.0 Utpal Mishra 11/11/2010. Version: 1.0. Page:. 75 of 252.

(76) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. Field Name Sold-to party. Last changed on: 12/9/2010. SD ECC 6.0 Utpal Mishra 11/11/2010. Description The customer who orders the goods or services. The sold-to party is contractually responsible for sales orders. Last changed by: Utpal Mishra. R/O /C R. User Action and Values. Comments See section 1.3.1. Version: 1.0. Page:. 76 of 252.

(77) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. Ship-to party Purch.or der no.. Billing block. Order reason Material. Target quantity. SD ECC 6.0 Utpal Mishra 11/11/2010. The party who receives delivery of the goods. Number that the customer uses to uniquely identify a purchasing document. Indicates if the entire sales document is blocked for billing.. R. Indicates the reason for creating the sales document. Alphanumeric key uniquely identifying the material being ordered 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. R. O. Billing block 08 „Check credit memo‟ will default for credit memo requests. R. See section 1.3.1. 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) Last changed on: 12/9/2010. Last changed by: Utpal Mishra. Version: 1.0. Page:. 77 of 252.

(78) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. SD ECC 6.0 Utpal Mishra 11/11/2010. 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). Last changed on: 12/9/2010. Last changed by: Utpal Mishra. Version: 1.0. Page:. 78 of 252.

(79) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. SD ECC 6.0 Utpal Mishra 11/11/2010. 8. Change Sales Order OVERVIEW Trigger: Customer requires changes to an existing sales order. Business Process Description Overview This document describes the following: (1) how to change an existing Standard Sales Order. (2) how to change or cancel an existing Return Order for a customer. (3) how to release a Billing Blocked Order. (4) how to release a Delivery Blocked Order. (5) how to delete a Sales Order. (6) how to change a Credit Memo Request. If a purchase order already exists for the business transaction and you make changes in the sales order, you must also make these changes manually in the purchase order as it is not updated automatically. Alternately, you can change the quantities and dates in the purchase order and the system will then copy them automatically into the sales order. When you change a sales order you can either change the data for individual items in the order or you can make changes simultaneously to more than one item by using the fast change function. With the fast change function, you can carry out certain changes for several or all items at the same time. Using this function, you can change the following data: · Reason for rejection · Delivery block · Billing block · Delivery date · Delivery priority · Plant. Last changed on: 12/9/2010. Last changed by: Utpal Mishra. Version: 1.0. Page:. 79 of 252.

(80) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. Input - Required Fields Order Number. Output - Results Updated sales order. SD ECC 6.0 Utpal Mishra 11/11/2010. Field Value / Comments Enter order number or use match codes to find order number.. Comments Refer to Business Procedure document „Display Sales Order‟ to verify changes. Tips and Tricks If you do not have the sales order number, you can use the search function. This function allows you to search by Purchase order no., Soldto party, Delivery document, Billing document, or WBS element.. Last changed on: 12/9/2010. Last changed by: Utpal Mishra. Version: 1.0. Page:. 80 of 252.

(81) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. SD ECC 6.0 Utpal Mishra 11/11/2010. Procedural Steps Access transaction by:. Via Menus. Logistics Sales and Distribution Order Change. Via Transaction Code. VA02. Sales. On screen “Change Sales Order: Initial Screen”, enter the specified information in the fields in the table below:. Last changed on: 12/9/2010. Last changed by: Utpal Mishra. Version: 1.0. Page:. 81 of 252.

(82) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. Last changed on: 12/9/2010. Last changed by: Utpal Mishra. SD ECC 6.0 Utpal Mishra 11/11/2010. Version: 1.0. Page:. 82 of 252.

(83) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. Field Name Order Number. Purchas e Order No.. Sold-to Last changed on: 12/9/2010. SD ECC 6.0 Utpal Mishra 11/11/2010. Description The number that was assigned to the return order when created. Customer‟s purchase order number. This number establishes a link between the customers purchase order and the sales document. The number that Last changed by: Utpal Mishra. R/O/ C R. User Action and Values Comments Enter the return order number or use matchcodes to find the number.. O. This number can be used to select the return document. This. O Version: 1.0. Page:. 83 of 252.

(84) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. Party. identifies the customer.. Delivery. The number that identifies the delivery.. SD ECC 6.0 Utpal Mishra 11/11/2010. O. Press ENTER key. number can be used to select the return document. This number can be used to select the return document. User may also click on the green check mark. Perform one or more of these changes to a sales order: Changing a Standard Sales Order, proceed to step 1.3. Changing or canceling an existing Return order, proceed to step 2.0. Releasing a Billing Blocked Order, proceed to step 4.0. Releasing a Delivery Blocked Order, proceed to step 5.0. Deleting a Sales Order, proceed to step 6.0. Changing a Credit Memo Request, proceed to step 9.0. On screen “Change Standard Order #####: Overview”, enter changes to the information fields below:. Last changed on: 12/9/2010. Last changed by: Utpal Mishra. Version: 1.0. Page:. 84 of 252.

(85) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. Field Name Ship-toParty Purchas e Order Number Pricing Date. SD ECC 6.0 Utpal Mishra 11/11/2010. Description. R/O /C O. User Action and Values. Comme nts. The party that receives the delivery of goods Customer‟s Purchase O Order Number This date is used for date related prices and foreign exchange rates.. O. Defaults to the current date. The date can be changed manuall y. The pricing will recalcul ated automat ically.. Material (s). Material Number of O the product being ordered Order Amount of material O Quantity the customer is ordering Make changes as needed to the data on the screen. Fields open for change are white. Fields not open for change are gray. To access additional header information for the order, click on the Display doc. header details button or Goto Header. Select the tab that contains the information that needs to be changed. Last changed on: 12/9/2010. Last changed by: Utpal Mishra. Version: 1.0. Page:. 85 of 252.

(86) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. SD ECC 6.0 Utpal Mishra 11/11/2010. To access additional item information for the order, select the item wanted by marking the box to the left of the item line, then click on the Display item details button the bottom of the screen or Goto Item. Select the tab that contains the information that needs to be changed. If your change is to delete an ordered item from the order, select the item to be deleted and select the delete line icon. Save the sales order. (Click on the diskette icon, or F11) Exit Sales Order processing. (Click on the yellow up-facing arrow icon, or Shift-F3) (Change or Cancel a Return Order) On screen “Change Return Order: Overview - “Single Line Entry”, enter the below information:. Last changed on: 12/9/2010. Last changed by: Utpal Mishra. Version: 1.0. Page:. 86 of 252.

(87) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. Last changed on: 12/9/2010. Last changed by: Utpal Mishra. SD ECC 6.0 Utpal Mishra 11/11/2010. Version: 1.0. Page:. 87 of 252.

(88) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. Last changed on: 12/9/2010. Last changed by: Utpal Mishra. SD ECC 6.0 Utpal Mishra 11/11/2010. Version: 1.0. Page:. 88 of 252.

(89) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. Field Name Ship-toParty Purchas e Order Number Pricing Date. Last changed on: 12/9/2010. SD ECC 6.0 Utpal Mishra 11/11/2010. Description. R/O /C O. User Action and Values. Comme nts. The party that receives the delivery of goods Customer‟s Purchase O Order Number This date is used for date related prices and foreign exchange rates.. Last changed by: Utpal Mishra. O. Defaults to the current date. The date Version: 1.0. Page:. 89 of 252.

(90) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. SD ECC 6.0 Utpal Mishra 11/11/2010. can be changed manuall y. The pricing will recalcul ated automat ically. Material (s) Order Quantity. Material Number of the product being ordered Amount of material the customer is ordering. O O. o Make changes as needed to the data on the screen. Fields open for change are white. Fields not open for change are gray. o To access additional header information for the order, click on the Display doc. header details button or Goto Header. Select the tab that contains the information that needs to be changed. o To access additional item information for the order, select the item wanted by marking the box to the left of the item line, then click on the Display item details button the bottom of the screen or Goto Item. Select the tab that contains the information that needs to be changed. o If your change is to delete an ordered item from the order, select the item to be deleted and select the delete line icon. o Save the changes. (Click on disk icon, or F-11) o Exit Return Order processing. (Click on yellow up-facing arrow icon, or Shift-F3). Last changed on: 12/9/2010. Last changed by: Utpal Mishra. Version: 1.0. Page:. 90 of 252.

(91) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. SD ECC 6.0 Utpal Mishra 11/11/2010. o Cancel the Return Order - To cancel the Return Order, each item must be rejected. This can be accomplished by using fast change as follows: o Mark all of the items on the overview screen of the sales document. To select all of the items use the menu path “Edit  Select  Select all.” o To enter the rejection reason for all of the items use the menu path “Edit  Fast change of...  Reason for rejection.” o Enter the reason for rejecting the order. o Select Copy. o Save the changes. (Click on diskette icon, or F11) o Exit Return Order processing. (Click on yellow up-facing arrow icon, or Shift-F3) (Release Billing Blocked Orders) On screen “Change Standard Order: Overview,” enter information in the following steps below: In the header section, delete the data in the field „Billing block‟ to release the entire order for billing. To release a specific line item only, go to step 4.2. Select the item to be released by clicking on the button next to the item. Click the Display item details button. Goto the Billing tab and delete the data in the field „Billing block‟. Save the sales order. (Click on the diskette icon, or F11) Exit Sales Order processing. (Click on the yellow up-facing arrow icon, or Shift + F3) (Release a Delivery Blocked Orders) On screen “Change Standard Order: Overview”, enter or change the following information:. Last changed on: 12/9/2010. Last changed by: Utpal Mishra. Version: 1.0. Page:. 91 of 252.

(92) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. SD ECC 6.0 Utpal Mishra 11/11/2010. In the header section, delete the data in the field „Delivery block‟ to release the order for delivery. This releases the entire order for delivery. To release a specific line item only, go to 5.2. Select the line item. Then click on the Display item details button and go to the Schedule Line tab. Remove the delivery block from the Delivery block column. This releases that specific item for delivery. Delivery block and removal at the header level is only effective if this block is assigned to the corresponding delivery type in the customizing table TVLSP. In contrast, the block at the schedule line level does not require the block to be assigned to the corresponding delivery type in Customizing. Save the sales order. (Click on the yellow diskette icon, or F11) Exit Sales Order processing. (Click on the yellow up-facing arrow icon, or Shift-F3). (Delete Sales Orders) On screen “Change Sales Order: Overview,” enter the following information: From the menu line at top of screen select: Sales document Delete The system will respond with the message „Do you really want to delete Order (order number)?‟ Confirm your intention to delete the sales order by clicking the Yes button. Exit Sales Order Deletion processing. (Click on the yellow up-facing arrow icon, or Shift-F3). (Change Credit Memo Request) On screen “Change Credit Memo Request: Overview - …………….”, enter the below information:. Field Name Ship-toLast changed on: 12/9/2010. Description The party that Last changed by: Utpal Mishra. R/O /C O. User Action and Values. Version: 1.0. Comme nts. Page:. 92 of 252.

(93) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. Party Purchase Order Number Pricing Date. Material( s) Order Quantity. SD ECC 6.0 Utpal Mishra 11/11/2010. receives the delivery of goods Customer‟s Purchase Order Number. O. This date is used for date related prices and foreign exchange rates.. O. Material Number of the product being ordered Amount of material the customer is ordering. O. Defaults to the current date. The date can be changed manuall y. The pricing will recalcul ated automat ically.. O. Make changes as needed to the data on the screen. Fields open for change are white. Fields not open for change are gray. To access additional header information for the order, click on the Display doc. header details button or Goto Header. Select the tab that contains the information that needs to be changed. To access additional item information for the order, select the item wanted by marking the box to the left of the item line, then click on the Last changed on: 12/9/2010. Last changed by: Utpal Mishra. Version: 1.0. Page:. 93 of 252.

(94) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. SD ECC 6.0 Utpal Mishra 11/11/2010. Display item details button the bottom of the screen or Goto Item. Select the tab that contains the information that needs to be changed. If your change is to delete an ordered item from the order, select the item to be deleted and select the delete line icon. Save the changed credit memo request. (Click on the yellow diskette icon, or F11) System returns to the initial change screen and the message „Credit Memo Request (request number) has been saved” is displayed in the status line at bottom of screen. Exit Credit Memo Request processing. (Click on the yellow up-facing arrow icon, or Shift-F3). Last changed on: 12/9/2010. Last changed by: Utpal Mishra. Version: 1.0. Page:. 94 of 252.

(95) End User Manual Title: Display Sales Order Module: Release: Created by: Created on:. SD ECC 6.0 Utpal Mishra 11/11/2010. 9. Display Sales Order OVERVIEW Trigger: The need to review order documents. Business Process Description Overview This document describes the procedure required for displaying any type of order for a customer and for reviewing various aspects of the order.. Input - Required Fields Order Number. Field Value / Comments Enter order number or use matchcodes to find order number.. Output - Results Screen display of an order. Comments This process will only display a sales order. No changes can be made in „Display‟ mode. See Business Process Procedure “Change Order” if changes need to be made.. Last changed on: 12/9/2010. Last changed by: Utpal Mishra. Version: 1.0. Page:. 95 of 252.

(96) End User Manual Title: Create Quotation Module: Release: Created by: Created on:. SD ECC 6.0 Utpal Mishra 11/11/2010. Procedural Steps Access transaction by: Via Menus Logistics Sales and Distribution Order Display Via Transaction Code VA03 On screen “Display Sales Order: Initial Screen”, enter the information below:. Last changed on: 12/9/2010. Last changed by: Utpal Mishra. Version: 0. Sales. Page: 96 of 252.

(97) End User Manual Title: Create Quotation Module: Release: Created by: Created on:. Field Name Order Number. Purchas e Order No.. Last changed on: 12/9/2010. SD ECC 6.0 Utpal Mishra 11/11/2010. Description The number that uniquely identifies the sales document. This number was assigned at order creation. The number used by the customer for unique identification of the purchasing document. This number establishes a link between the customer‟s purchase Last changed by: Utpal Mishra. R/O /C R. User Action and Values. Commen ts. Enter the Order number.. O. This number can be used to select the documen t. Version: 0. Page: 97 of 252.

(98) End User Manual Title: Create Quotation Module: Release: Created by: Created on:. Sold-to Party. SD ECC 6.0 Utpal Mishra 11/11/2010. order and the sales document. The customer who orders the goods or services.. O. Delivery. The number that uniquely identifies the delivery.. O. Billing Docume nt. The number that uniquely identifies the billing document.. O. WBS Element. Key identifying a O WBS (Work Breakdown Structure) element.. This number can be used to select the documen t. This number can be used to select the documen t. This number can be used to select the documen t.. (Note: On above table, in column “R/O/C”; R = Required, O = Optional, and C = Conditional) Note: If you are printing a sales order, do not press the enter key after entering the sale order number. Use the following menu path Sales document -> Issue output to, and go to step 1.3.. Last changed on: 12/9/2010. Last changed by: Utpal Mishra. Version: 0. Page: 98 of 252.

(99) End User Manual Title: Create Quotation Module: Release: Created by: Created on:. SD ECC 6.0 Utpal Mishra 11/11/2010. You can print the order confirmation from this screen. Use the menu path Sales Document > Issue Output to. In the dialog box “Output Output” select the output type and click on the Print options pushbutton. Confirm the information in the “Issue Output” dialog box and select Execute. You return to the “Output Output” dialog box. Click on the Printer icon. System returns to the ”Initial Screen” and the message „Output was successfully issued‟ is displayed in status line. On screen “Display ###### Order ######: Overview”, view the order information displayed.. Last changed on: 12/9/2010. Last changed by: Utpal Mishra. Version: 0. Page: 99 of 252.

(100) End User Manual Title: Create Quotation Module: Release: Created by: Created on:. SD ECC 6.0 Utpal Mishra 11/11/2010. From this screen you can choose any of the following tabs to review specific information: Sales, Item Overview, Item details, Ordering Party, Procurement, Shipping, and Reason for rejection. To view additional header information displayed for the order, click on the icon buttons at the top of the screen: Document Flow, Status Overview, Sales Summary, Sold-to Party, Header Output View or List of Sales Orders or use their corresponding F-Keys. You can also follow the menu path Goto -> Header to obtain additional header information. To view Document Flow, click on the Document Flow icon button or use the menu path Environment > Display Document Flow. There are informational buttons displayed at the top of the document flow screen which do the following: Details (F2): Click on the doc line to be displayed, then click the details button (magnifying glass). The system displays the ordered materials and quantities, unit of measure, value of the order and its status. Select an item and select Status overview to see the “Sales Order – Status Overview” screen, showing the status for the item you selected. Status Overview (Shift + F6)): Click on the doc line to be displayed, then click the button. The screen “Sales Order – Status Overview” shows Ord. no., Processing status and completeness data. Display Document (F8): Click on the doc line to be displayed, then click the button. System displays the doc in full. Service Documents (Shift + F7): Can be used with sales or service documents.. Last changed on: 12/9/2010. Last changed by: Utpal Mishra. Version: 0. Page: 100 of 252.

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