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How to Create Sales order

Former Member
0 Kudos

Pls Help me how to create Sales order in SD

Cheers

purushottam

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
0 Kudos

Hi.,

PLease go through the doccument

SALES DOCUMENTS:

Sales related business transactions are recorded in the system as sales documents. These are grouped in to 4 categories:

Pre-sales document: Inquires & Quotations.

Sales Orders: OR/ RO/ CS.

Outline Agreements- Contracts & Scheduling Agreements.

Customer Complaints- Free of Charge Delivery (CD), Free of Charge Subsequent Delivery (SDF), Credit Memo (G2), Debit Memo (L2), Returns (RE).

DOCUMENT FLOW OR SALES ORDER CYCLE:

Sales Order Cycle starts with:

Inquiry- Quotation- Sales Order- Delivery- Invoice- Debit or Credit memo followed by SDF.

STRUCTURE OF SALES DOCUMENT:

Header Data:(VBAK): no of the sold to party, no of the ship to party & payer, document currency & exchange rate, pricing elements for the entire document, delivery date and shipping point.

Item Data:(VBAP): material no, order qty, no of the ship to party & payer (an alternative ship to party or payer can be defined for a particular item), plant & storage location specifications and pricing elements for the individual item. This is controlled by sales item category, such as TAN.

Schedule Line Data:(VBEP): is responsible for delivery dates & delivery quantities. (It includes: schedule line qty, delivery date & confirmed qty). This is controlled by schedule line category, such as CP.

FUNCTIONS OF SALES DOCUMENT:

Availability check

Delivery scheduling

Transfer of Requirements: to mat planning i.e. MRP

Calculating pricing and taxes

Checking credit limits

Output

Text

Sales information system.

INQUIRIES: A customer’s request to a company that they provide a quotation or sales information without obligation. Doc Type: IN, Trans Code to Create inquiry: VA11. The standard item category for inquiry is AFN.

QUOTATION: A quotation presents the customer with a legally binding offer for delivering a product or providing a service within certain fixed conditions. Doc Type: QT, Trans Code to Create Quotation: VA21. The standard item category used in quotation is AGN.

SCHEDULING AGREEMENTS: A customer scheduling agreement is an outline agreement with the customer containing delivery quantities and dates. Trans Code: VA31. Doc Types: DS- Scheduling Agreements, COB- Sch Agreements BR, BL- Sch Agreement w/del schedule

TYPES OF SALES DOCUMENTS: VOV8

OR Standard order RO Rush order

CS Cash sales IN Inquiry

QT Quotation DS Scheduling agreements

B1 Rebate credit memo request B2 Rebate correction request

CD Free of charge delivery SDF Subsequent free of charge del

CF Consignment fill up CI Consignment issue

CR Consignment return CP Consignment pick up

VOV8 DETAILS:

Item No. Increment: how line item’s no should increase in documents.

Check Division: how system reacts when div at item & header level differ.

Probability: IN: 30%, QT: 70% and Order: 100%

Check Credit Limit: how system should respond to check during order processing

Item Division: check this field and at item level div is proposed from MMR.

Read Info Record

DoPP: the key that specifies the pricing proc for this type of sales doc.

Display Criteria: should system display only main or sub items or all items in sales doc

F.Code Overview Screen: after you enter the data in the initial sales doc screen, which overview screen the customer wants.

Quotation Messages:

Incompletion Message: check this field & u can’t save an incomplete doc.

Delivery Type: LF for OR and RO. BV for CS

Delivery Block

Shipping Conditions: specify a value here and the value in CMD is not taken.

Delivery Related Billing Type & Order Related Billing Type

Billing Block

Propose Del Date: Indicates whether the system automatically proposes the current date as the delivery date.

Lead Time In Days: specify the number of days after the current date that the proposal for the requested delivery date in the sales doc should be.

Immediate Delivery.

REWARD if helpfull

Thanks & Regards

Narayana

Answers (5)

Answers (5)

Former Member
0 Kudos

Hi All

Thanks a Lot for all you Inputs..

Assigned Points to All

Former Member
0 Kudos

Dear Purushottam,

Use Tcoe VA01 to create a sales order. VA02 to change and VA03 to display.

Visit the following links:

http://help.sap.com/saphelp_crm40/helpdata/en/1d/3117ee84ab1544b0422c84178e52d6/content.htm

Creating sales order with reference to a quatation:

Creating Sales Order for "Payer" thru VA01 trans:

Hope this will help.

Regards,

Naveen.

Former Member
0 Kudos

HI.,

When creating a sales order go to VA01 & give input fields

Ordertype-

Sales or-

Distibution channel-

Division-

Enter

Give Sold to party

PO num

Materila

Quantity

Pricing

Check if any mandatory foields

Save the doccument

You should go through T.codes VOV8- sales doccument type

VOV7-Item category

VOV6- schedule lines

VOV5-Schedule line determination

VOV4- Item category determination

You should create a customer & Material

& Go through the copy controls also in VTLA

REWARD if helpfull

Thanks & Regards

Narayana

Former Member
0 Kudos

Hi Purushotham,

<b>**Reward points for good answers**</b>

SD Configuration:

Enterprise Structure:

1. Maintaining Sales Organization

Sales Organization is an organizational unit responsible for the sale of certain products or services.

IMG -> Enterprise Structure -> Definition -> Sales and Distribution -> Define, copy, delete, check Sales organization

2. Assigning Sales Organization to Company Code

This assignment ensures all the sales made through this Sales Organization are accounted for in the assigned Company Code (Company Code is created by FI Consultant).

IMG -> Enterprise Structure -> Assignment -> Sales and Distribution -> Assign Sales Organziation to Company Code

3. Maintaining Distribution Channel

Distribution Channel is the way, in which Products or Services reach Customers.

IMG -> Enterprise Structure -> Definition -> Sales and Distribution -> Define, copy, delete, check distribution channel

4. Assigning Distribution Channel to Sales Organization

This assignment ensures, a Sales Organization can supply Materials to Customers through this Distribution Channel.

IMG -> Enterprise Structure -> Assignment -> Sales and Distribution > Assign distribution channel to sales organization

5. Maintaining Division

Division is a way of grouping materials, products, or services.

IMG -> Enterprise Structure -> Definition -> Logistics - General -> Define, copy, delete, check division

6. Assigning Division to Sales Organization

IMG -> Enterprise Structure -> Assignment -> Sales and Distribution -> Assign division to sales organization

7. 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

8. Assigning Sales Organization- Distribution Channel- Plant

Plant is created ny MM Consultant.

IMG -> Enterprise Structure -> Assignment -> Sales and Distribution -> Assign sales organization - distribution channel - plant

9. Define Shipping Points

Shipping Point is the Organizational element, which is responsible for shipping the Materials to the Customers.

IMG -> Enterprise Structure -> Definition -> Logistics Execution -> Define, copy, delete, check shipping point

10 Assigning Shipping Point to Plant

This assignment ensures that goods from different Plant can be dispatched from different Shipping Points.

IMG -> Enterprise Structure -> Assignment -> Logistics Execution -> Assign shipping point to plant

Note: Ensure to do the undermentioned configuration also though it is not in Customizing node of Enterprise Structure.

11. Defining Common Distribution Channels for Master Data

Use

The purpose of this activity is to define distribution channels which have common master data..

Procedure

Access the activity using one of the following navigation options:

IMG Menu -> Sales and Distribution -> Master Data -> Define Common Distribution Channels

Transaction Code: VOR1

12. Defining Common Divisions for Master DataUse

The purpose of this activity is to define distribution channels which have common master data..

Procedure

Access the activity using one of the following navigation options:

IMG Menu -> Sales and Distribution -> Master Data -> Define Common Division

Transaction Code: VOR2

Pricing Procedure

In SD, Pricing Procedure is determined based on Sales Area (Sales Organization + Distribution Centre + Division) + Customer Pricing Procedure + Document Pricing Procedure. Sales Area is determined in Sales Order Header Level. Customer Pricing Procedure is determined from Customer Master. Document Pricing Procedure is determined from Sales Document Type / Billing Type (if configured). Once the pricing procedure is determined, Condition records are fetched. If appropriate condition records are found, the price is determined. If Mandatory pricing condition is missing, system will through an error message.

In SD, the steps to configure Pricing procedure are as under:

Step 1:

Condition table: If existing condition table meets the requirement, we need not create a new condition table. Considering the requirement for new condition table, the configuration will be done in spro as follows: IMG --> Sales & Distribution --> Basic Function --> Pricing Control --> Condition Table (select the required fields combination, which will store condition record).

Step 2:

Access Sequence: If existing access sequence meets the requirement, we need not create a new access sequence. Considering the requirement for new sequence, the configuration will be done in spro as follows: IMG --> Sales & Distribution --> Basic Function --> Pricing Control --> Access Sequence (Access sequence is made up of Accesses (Tables) & the order of priority in which it is to be accessed. Here we assign the condition table to access sequence.

Step 3:

Condition Type: If existing condition type meets the requirement, we need not create a new condition type. Considering the requirement for new condition type, the configuration will be done in spro as follows: IMG --> Sales & Distribution --> Basic Function --> Pricing Control --> Condition Type. It is always recommended to copy an existing similar condition type & make the neccessary changes. Here we assign Access sequence to Condition type.

Step 4:

a. Pricing Procedure: It is recommended to copy a similar pricing procedure & make the neccesary changes in new pricing procedure. Pricing Procedure is a set of condition type & arranged in the sequence in which it has to perform the calculation. Considering the requirement for new Pricing Procedure, the configuration will be done in spro as follows: IMG --> Sales & Distribution --> Basic Function --> Pricing Control --> Pricing Procedure --> Maintain Pricing Procedure.

b. Pricing Procedure: After maintaining the pricing procedure the next step will be determination of pricing procedure. Configuration for determining pricing procedure in SPRO is as follows: IMG --> Sales & Distribution --> Basic Function --> Pricing Control --> Pricing Procedure --> Determine Pricing Procedure.

5. Condition record: Condition record is a master data, which is required to be maintained by Core team / person responsible from the client. During new implementation, the condition records can be uploaded using tools like SCAT, LSMW, etc.

Normal Sales Order Cycle:-

Step 1: Sales Document Type

IMG > Sales and Distribution > Sales > Sales Documents >

Sales Document Header:

1. Sales Document Type:The sales document types represent the different business transactions, such as Inquiry, Quotation, Sales Order, etc. To create new sales order type, always copy as with reference to similar sales order. If possible use standard sales order.

2. Define Number Ranges For Sales Documents: Maintain number range with discussion with core team.

3. Assign Sales Area To Sales Document Types:

A. Combine sales organizations / Combine distribution channels / Combine divisions: Ensure to maintain these, else Sales Order creation will give error.

B. Assign sales order types permitted for sales areas: Assign only required Sales Order Types to required Sales Area. This will minimize selection of Sales Order Type as per sales area.

Sales Document Item:

1. Define Item Categories: If possible use Standard Item Category. Incase if required to create new, copy as from standard & maintain New.

2. Assign Item Categories: If possible, use standard. Formula for deriving item category: Sales Document Type + Item Category Group + Usage + Higher Level Item Category = Item Category

Schedule Line:

1. Define Schedule Line Categories: If possible use Standard Schedule Lines. Incase if required to create new, copy as from standard & maintain New.

2. Assign Schedule Line Categories: If possible, use standard. Formula for deriving Schedule Line: Item Category + MRP Type / No MRP Type.

Step 2:

IMG > Logistic Execution > Shipping > Deliveries >

1. Define Delivery Types: If possible use Standard Delivery Type. Incase if required to create new, copy as from standard & maintain New.

2. Define Item Categories for Deliveries: If possible use Standard Item Categories for Delivery Type. Incase if required to create new, copy as from standard & maintain New.

3. Define Number Ranges for Deliveries: Ensure to maintain number range.

Step 3:

IMG > Sales and Distribution > Billing >

1. Define Billing Types: If possible use Standard Billing Type. Incase if required to create new, copy as from standard & maintain New.

2. Define Number Range For Billing Documents: Ensure to maintain number range.

3. Maintain Copying Control For Billing Documents: Maintain relevant copy controls such as Sales Order to Billing, Deliver to Billing, etc.

Regards

AK

Former Member
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creation t.code = VA01

change = VA02

display mode = VA03

while creation, keep filling the fields that you think are necessary. Once you hit 'enter', it will automatically prompt you for the fields that are mandatory [ to be filled up ] .Once it's satisfied, then only can you go ahead and save it.

Regards