Dear Babu,
The difference between Sales documents and sales activity is
Sales document
Definition of Sales document
Request from a customer to a company to deliver a defined quantity of products or provide a service at a certain time.
The sales area that accepts the inquiry is responsible for completing the agreement.
Structure
A customer inquiry comprises one or more items that contain the quantity of a material or service entered in the order.
The total quantity of a sales order item can be subdivided into schedule lines that contain the various subsets with the corresponding delivering dates.
Items can be structured in a hierarchy. This enables you to differentiate between batches or explode any combinations of materials (bills of material).
The conditions which are valid for the items are listed in the item conditions. The conditions for an item can be derived from an entire condition, which is valid for the entire sales order.
An item can be subdivided into several billing plan deadlines that each determine a date on which a fixed amount of the item is to be billed.
Integration
Not only the customer but also other business partners can be specified as sold-to parties in different partner functions (for example, ship-to party).
The items in a sales order can be taken from the times in a customer quotation.
Sales activities
Purpose
You can record every contact you have with a customer as a sales activity. The data you store and accumulate in the system becomes a valuable source of sales information and can be shared and accessed by other authorized sales personnel.
A sales office wants to make follow-up telephone calls to a list of customers who recently received a direct mailing. Each salesperson in the office can create an individual work list of the customers to be called. He or she can branch directly from the work list to the screen where he or she records information about the telephone call.
In addition, the screen can display sales support information, such as a telephone script. If the customer wants to place an order immediately, the salesperson can branch directly to the order entry screens.
If the salesperson requires background information on the customer, such as payment terms, he or she can display the sales summary directly in the sales activity to review this information. He or she can also branch to the optical archive to gain more specific information from scanned documents, such as customer inquiries and requests which relate to the activity.
Features
You can set up a personal working environment for any sales employee in the sales activity transaction. This includes lists of documents, customers and appointments for each user.
There is one, transparent, screen for entering or reviewing the three activity types (sales calls, telephone calls, and sales letters):
When you call up the sales activity transaction, the system assembles a personal worklist which includes:
All sales activities that are referenced with your name
All customers who have been assigned your personnel number in the customer master
All appointments in your R/3 System calendar
In the header, you enter or view details on the activity, contact persons, and follow-up actions. The overview contains general data such as the description, information on partners, texts, and a sales summary.
I hope it will help you
Regards,
Murali.
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