sales doucment creation

[Former Member]

Dear Friends

would any body clear me that if i am creating new sales document without copying any standard document then what are the crieteria i should fill then it will connect to related tables.

[Former Member · Accepted solution]

You have to maintain the check boxes relevant to the type of Sales Document you are creating. All the relevant tables would be automatically pulled up when you run the tcode VA01 through the program associated with it.

I hope you understand the logic.

Thanks

[former_member204513]

Dear Arun,

You can create sales order without any reference document.

But when you create sales order you need to fill the requirement data in the sales order other wise sales order will not complete this will be defends upon the incompletion procedure which is assigned to the sales document type angd item category.

You can't create delivery with reference to the uncompleted sales order so you need to complete data in the sales order then only system will allow you to create sales order.

To check the incompletness of the sales order in the sales order creation on change screen you go to mennu >Edit>Incompletion log

I hope it will clear for you

Regards,

Murali.

[Former Member]

Yes. It is possible to create a new sales document without reference to any standard document. This statement will be valid incase of configuration, as well as transaction.

It is however recommended that incase of configuration, it is always recommended to copy it from standard document & make the necessary modification. The advantage is couple of other assignment will happen by default, as well as it will ensure that possibility of error reduces.

Normal Sales Order Cycle configuration:-

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.

Note: Ensure that Copy Control settings are done

Sales Order to Sales Order (QT --> OR): VTAA

Sales Order to Delivery (OR --> LF): VTLA

Sales Order to Billing (OR --> F1): VTFA

Delivery to Billing(LF --> F2): VTFL

Billing to Sales Order (F2 --> RE): VTAF

The configuration differs from scenario to scenario & requirement of the client.

Regards,

Rajesh Banka

[Former Member]

dear

pl go to VA01

TYPE SALES DOC TYPE AND SALES AREA

IN NEXT SCREEN PLEASE ENTER SOLD TO PARTY AND SELECT SHIP TO PARTY IN CASE THE SOLD TO PARTY HAVE THE MULTIPLE SHIP TO PARTY.

ENTER THE MATERIAL, QTY CHECK THE PRICING AND IN ITEM LEVEL CHECK THE PLANT AND SHIPPING POINT. AND ENTER THE RELVENT ACCOUNT ASS. GRP AND PAYMENT METHOD. IN LAST GO TO EDIT AND CHECK LOG OF INCOMPLETION IF ANYTHING LEFT OUT U WILL FIND THE SAME AND COMPLETE THE DATA AS ASKED. U WILL HAVE CORRECT ENTRIES IN ALL THE TABLES.

IF ANY MORE HELP IS REQIRED PL ASK.

THIS IS MY FIRST ANSWER ON THIS FORUM.

IF MY ANSWER HELPS U PL GIVE ME REWARD POINTS.

Edited by: DWARKESH THAKKAR on May 10, 2008 8:43 PM

[alpesh_saparia3]

Hi,

In the initial screen you have give Sales Doc type and sales Area (Sales Org.,Dist.Channel,Division). Then in second screen you have to enter Sold to party based on which other partners are determined.

Then you have to give material code, quantity and plant. Prices if not determined automatically.

-Alpesh