on 05-31-2007 8:45 AM
Pls Help me how to create Sales order in SD
Cheers
purushottam
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 customers 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 items 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 cant 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
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Hi All
Thanks a Lot for all you Inputs..
Assigned Points to All
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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.
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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
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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
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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
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