process for cash sale

[Former Member]

Hi,

How does cash sale process work in SAP system?

What happens if cash sale involves delivery which is relevant for picking?

Thanks

[Lakshmipathi · Accepted solution]

Dear Jack

Cash sales is an order type for when the customer orders, picks up and pays for the goods immediately. The delivery is processed as soon as the order has been entered. A cash invoice can be printed immediately from the order and billing is related to the order. Receivables do not occur for the customer as they do for rush or standard orders, because the invoice amount is posted directly to a cash account.

In the standard system, sales document type BV is saved for cash sales with immediate delivery type BV.

When the sales employee creates a cash sale, the system automatically proposes the current date as the date for delivery and billing. Once the order has been posted, a delivery with type BV is created immediately in the background and the system prints a document that is used as an invoice for the customer.

The invoice papers are controlled with output type RD03, contained in the output determination procedure for order type BV.

If the customer has already received the goods, this delivery should not be relevant for picking. If the customer is to pick the goods up from a warehouse, the delivery should be relevant for picking. If the goods are to be sent, this can be processed by maintaining the delivery in the usual way.

The system automatically creates a resource-related billing index which updates the billing due list. Billing document BV is created as the system processes the billing due list, but an invoice is not printed.

Once the customer has received the goods and is satisfied with them, the transaction is considered to be complete. We recommend that you post goods issue in the background using a program designed specifically for this purpose. You can then bill the transaction.

The cash sale can only be billed if the order quantity is the same as the goods issue quantity. If this is not the case, you need to adjust the cash sale document so that the delivered quantity and the quantity to be billed match.

You use an order-related collective billing process to bill the cash sale, but an invoice is not printed. The sales order number is used as the reference for the accounting document, created in Financial Accounting.

thanks

G. Lakshmipathi

[Former Member]

hi,

in a cash sale once the order is saved delivery is created automatically and a copy of the order is used as the billing document. since cash sale is undertaken when stock is available we really do not need to the picking immediately. The actual picking and pgi take place end of the day on a collective basis with batch jobs. Then the actual billing documents are generated.

regards

sadhu kishore

[Former Member]

hello, friend.

these are some of the characteristics of a cash sales transaction:

1. you use a Cash Sales type of order, which upon saving triggers automatic delivery and printing of a cash invoice;

2. the sold-to party is usually from the account group One-time customer

3. no AR is created, and revenue is posted to a special cash account

4. picking is usually not done, but may be activated if this is required.

these characteristics are by no means strictly followed all the time. if you have special business requirements, then you either select a different document type, a different customer account group, or configure a different item category.

regards.

[Former Member]

Cash sale is a business transaction where the customer deals directly with the cashier, receives an invoice as documentation for the transaction and pays it directly if necessary.

Posting the sales order initiates a delivery. If the customer has already received the goods, this delivery should not be relevant for picking.

If the customer goes to a warehouse to pick up the goods, the delivery should be relevant for picking.

Sending of the goods to the customer can be supported via normal delivery processing.

In cases where the transaction goes as expected and the customer receives the goods and is satisfied with them, the transaction can be seen as completed. The goods issue of the delivery should now be carried out in batch and billing and transfer to FI is carried out by the billing collective processing.

If the transaction does not run quite smoothly for example if the goods cannot be found in the full amount in the warehouse, the delivery quantity should be changed. If the customer is later dissatisfied with the price because for example, the goods are scratched but the customer still wants them, then the price can be changed in the sales order. In extreme cases, the entire transaction starting with the delivery can be deleted. It is also possible to initiate a subsequent delivery if a part of the delivery is damaged during pickup and replacement stock is not available, but the customer has already paid for the total quantity. If changes are made, a new invoice can be created by printout from the sales order.

[former_member217082]

Hi jack

In cash sale process, when you create the cash sale order and save it , automatically a delivery no. is also created .But you need to go to VL02N and give the delivery number and pick the qty and then save the delivery number and then do billing

So picking will be there in the cash sale process but in background a when you save the cash sale a delivery number will be created

Regards

Srinath