How to create a Sales Order

[Former Member]

Hi Guys,

Any one tell me how to create a Sales Order. What are the Mandatory parameters we need to pass while creating. Thanks in advance.

Thanks

Kiran.B

[reazuddin_md]

hi Kiran,

To create a sales order , u need to maintain certain elements,

like:/

Sold to party /customer master data should exist

material master data has to maintain

Stock should available in plant/storage location,

Have to maintian partner determination for the order both @ header n Item level

Pricing procedure determination should be done & condition record exist.

Text/tax determination & Output det'n should be done( optional)

determine Shipping point,

Item cat det'n & Schedule line cat det'n have to check.

before all the above, Ent structure has to maintain respectively.

*Hope it helps

[Former Member]

hi,

use T-Code VA01

Then enter order type if std then use OR or others as required.

then enter sales org.,distribution channel & division , these are the mandatory things on 1st screen.

Later u have to enter Sold to party and material.

Just press enter if all the data is already maintain for sold to party and material u wil be smoothly able to save ur sales order .

Pl let me know if u got some issues.

[Former Member]

Few Setting Before u punch order

1. Setting up Sales Area

All the sales are made from a particular sales Area. For creating a Sales Order Sales Area is compulsory.

IMG ->Enterprise Structure -> Assignment -> Sales and Distribution -> Set up sales area

2.Creating Sales Order: -

Logistics

Sales and Distribution

Sales

Order

VA01 – Create

Enter the order type “OR” & Enter the sales area.

3. DOCUMENT FLOW OR SALES ORDER CYCLE:

Sales Order Cycle starts with:

Inquiry- Quotation- Sales Order- Delivery- Invoice- Debit or Credit memo

Reward Points.

[Former Member]

while creating a sales order you have to first give Sold to party, Material NUmber, Order amount and date of delivery. Many of the sales order related field are activated in incompletion procedure. Depending on that while saving the order the system generated various needed requirements. always remeber to check the item level fields like shipping, conditions and schedule lines. You have to carry availabilty check from the environment tab on the menu bar.

There are many things you need to maintain before raising a sales order. Like pricing, customer records, sales documents, copy control, text determination, output determination....

reward points if helpful

thanks

[Former Member]

Hello,

JUST FOLLOW THE STEPS AND MAKE A NOTE OF THAT..

Create Sales Order

a. The customer accepts the quotation and places an order.

b. You create a sales order. For further information, see also Link to external website Processing Quotations and Inquiries.

You can also create a sales order directly without carrying out the following steps.

c. The system adopts the items from the quotation.

§ If required, you can re-execute configuration and pricing.

§ For each sales item, the system initiates an availability check and scheduling in SAP APO. The approved quantities and schedules are confirmed to the SAP CRM by SAP APO and are saved in the sales order. See Link to external website Availability Check in the Sales Order A customer requirement is simultaneously generated in SAP APO.

§ The system executes a credit check in the R/3 System based on the results of pricing. The result of the credit check is confirmed to SAP CRM and saved as a credit status on the item level. See Link to external website Automatic Credit Check.

d. After saving the sales order, the system initiates the following processes:

§ If the sales order is complete and free from errors, it is replicated in R/3 SCE for logistics processing. At this stage, the order data including the approved schedule lines is transferred to the R/3 System.

After replication in R/3 SCE, you can change the sales order in SAP CRM until items from the order are delivered or partly delivered.

You cannot change the sales order in R/3-SCE.

§ A customer requirement is generated in SAP APO. Subsequently, you can execute transportation planning in SAP APO, either manually or automatically via the system. For further information, see also Link to external website Transportation Planning.

§ Profitability Analysis: The system creates a profitability segment in the component R/3 FI in the profitability analysis (CO-PA), in which costs and sales revenues are collected. For further information, see also Link to external website Operating Concern.

§ The data from the orders is transferred to SAP BW for evaluation.

**Do reward points for good and helpful answers**

Regards

AK

[Former Member]

Hello kiran,

<b>**REMEMBER: please do reward points for good answers**</b>

-

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1. Create sales order

This process step can be triggered as follows:

...

The customer accepts the quotation and places an order.

You create a sales order with reference to a quotation. For more information, see Structure link processing Quotations. The system copies the items from the quotation.

You create a sales order. This is also possible without performing the previous steps.

2. Enter products

You enter products requested by customers.

Note

If necessary, you can configure products again for every item of the sales order. You can find more information in the business scenario variant Structure linkQuotation and Order Management (Configure-to-Order) and under Structure linkProduct Configuration in the Sales Transaction.

3. Check availability, schedule order and create requirements

The system triggers an availability check and scheduling in SAP APO for every order item in SAP CRM. The confirmed quantities and dates are confirmed by SAP APO to SAP CRM, and saved in the sales order (see Structure linkAvailability Check in the Sales Order). At the same time, a customer requirement is created in SAP APO.

Note

You can also execute the availability check in SAP R/3. You can find more information under Structure linkAvailability Check with SAP R/3.

4. Maintain and determine conditions

The system determines the prices and the value of individual items. If necessary, you can process these. For more information, see Structure linkPricing.

5. Perform credit check

SAP R/3 executes a credit check based on the results of pricing in SAP CRM. The result of the credit check is confirmed in SAP CRM, and saved as the credit status at item level. For more information, see Structure linkAutomatic Credit Check.

6. System replicates sales order

After the sales order has been saved in SAP CRM, complete and without errors, it is replicated for logistics processing in SAP R/3. Order data is transferred together with confirmed scheduling lines to SAP R/3.

7. System receives sales order

After replication to SAP R/3, you can change the sales order in SAP CRM and SAP R/3. You can find more information on this under Structure linkData Exchange for Sales Transactions: CRM Enterprise - SAP R/3

8. Send order confirmation to customer

You can send the order confirmation either electronically, or in print to the customer. You can find more information under Structure linkSales Order Confirmation by E-Mail.

9. Monitor status of order

Regards

Ak