SAP Inquiry To Invoice

Inquiry to Invoice
Business Process Documentation
DOCUMENT TYPE: BUSINESS PROCESS PROCEDURE TITLE: Inquiry to Invoice PROJECT: BY:
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Copyright
Copyright 2008 Optimal Solutions Integration Inc. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of Optimal Solutions Integration Inc. The information contained herein may be changed without prior notice. Some software products marketed by OPTIMAL SOLUTIONS INTEGRATION INC and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Outlook, Excel, and PowerPoint are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, OS/2, Parallel Sysplex, MVS/ESA, AIX, S/390, AS/400, OS/390, OS/400, iSeries, pSeries, xSeries, zSeries, System i, System i5, System p, System p5, System x, System z, System z9, z/OS, AFP, Intelligent Miner, WebSphere, Netfinity, Tivoli, Informix, i5/OS, POWER, POWER5, POWER5+, OpenPower and PowerPC are trademarks or registered trademarks of IBM Corporation. Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. Oracle is a registered trademark of Oracle Corporation. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc.
HTML, XML, XHTML, and W3C are trademarks or registered trademarks of W3C, World Wide Web Consortium, Massachusetts Institute of Technology.
Java is a registered trademark of Sun Microsystems, Inc. JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. MaxDB is a trademark of MySQL AB, Sweden. SAP, R/3, mySAP, mySAP.com, xApps, xApp, SAP NetWeaver, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves information purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by Optimal Solutions Integration Inc. for informational purposes only, without representation or warranty of any kind, and Optimal Solutions Integration Inc. shall not be liable for errors or omissions with respect to the materials. The only warranties for Optimal Solutions products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty
Optimal Solutions Integration, Inc.
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Icons
Icon Meaning Caution Example Note Recommendation Syntax External Process Business Process Alternative/Decision Choice
Typographic Conventions
Type Style Example text Description Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options. Cross-references to other documentation. Emphasized words or phrases in body text, titles of graphics and tables. Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE. Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools. Keys on the keyboard, for example, function keys (such as F2) or the ENTER key. Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation. Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.
Example text EXAMPLE TEXT
Example text
EXAMPLE TEXT
Example text <Example text>
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Contents
Sales Order Processing: Sale from stock ............................................................................................. 5 1 Purpose ......................................................................................................................................... 5 2 Prerequisites.................................................................................................................................. 5 2.1 Master Data and Organizational Data .................................................................................... 5 2.2 Business Conditions ............................................................................................................... 7 2.3 Preliminary Steps ................................................................................................................... 7 2.4 Roles ...................................................................................................................................... 7 3 Process Overview Table ............................................................................................................... 9 4 Process Steps ............................................................................................................................. 10 4.1 Credit Management Check for Sales Order ......................................................................... 10 Credit Management (108) ................................................................................................................... 10 4.2 Sales Quotation (optional).................................................................................................... 10 Sales Quotation (112) ......................................................................................................................... 10 4.3 Sales Order Entry ................................................................................................................. 16 4.4 Credit Management Review blocked Sales Orders ............................................................. 18 Credit Management (108) ................................................................................................................... 18 4.5 Delivery Processing ............................................................................................................. 18 4.6 Picking (optional) .................................................................................................................. 19 4.7 Check Batches ....................................................................... Error! Bookmark not defined. 4.8 Assign Serial Numbers........................................................... Error! Bookmark not defined. 4.9 Post Goods Issue ................................................................................................................. 20 4.10 Billing ................................................................................................................................ 22 5 Follow-Up Processes .................................................................................................................. 23 6 Appendix...................................................................................................................................... 24 6.1 Reversal of Process Steps ................................................................................................... 24 6.2 SAP ERP Reports ................................................................................................................ 26 6.3 Used Forms .......................................................................................................................... 27
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Sales Order Processing: Sale from stock 1 Purpose

This scenario describes the entire process sequence for a standard sales process (sale from stock) with a customer. The business process encompasses all steps from creating an order to the clearing of a customer account after payment is received. The process starts with the creation of a customer's standard sales order. Depending on the customer and the material, various special events take place during the order entry, such as customer/material pricing, insertion of applicable discounts, checking the availability of the materials, and checking the customers credit history. It is checked whether enough material exists in the required storage location. If not, a stock movement takes place. Then, the picking slips are generated to the warehouse clerks to stage the product for shipment to the customer. Once picked, the physically shipped quantity has to be registered in the system to ensure that there are no differences between the sales order and the delivery document. In the case of actual differences, this can also be documented and ensures correct postings. After the completion of picking, the warehouse clerk will have to systematically relieve the inventory. This relief of inventory is the actual recording of the physical quantity that is being shipped to the customer. These results in the recording of the cost of goods sold in financial accounting. Once the inventory has been relieved, the delivery can be invoiced and the revenue together with the cost of goods sold is recorded in management accounting. This step signifies the end of the business transaction in Sales and Distribution.
2 Prerequisites
2.1 Master Data and Organizational Data
SAP Best Practices Standard Values Essential master and organizational data was created in your ERP system in the implementation phase, such as the data that reflects the organizational structure of your company and master data that suits its operational focus, for example, master data for materials, vendors, and customers. This master data usually consists of standardized SAP Best Practices default values, and enables you to go through the process steps of this scenario.
Additional Master Data (Default Values) You can test the scenario with other SAP Best Practices default values that have the same characteristics. Check your SAP ECC system to find out which other material master data exists.
Using Your Own Master Data
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You can also use customized values for any material or organizational data for which you have created master data. For more information on how to create master data, see the Master Data Procedures documentation. Use the following master data in the process steps described in this document: Master / org. data Material Value H11 Master / Org. data details Comments Trading Good for Reg. Trading (MRP planning) no Serial no.; no batch Trading Good for Reg. Trading (reorder point planning) no Serial no.; no batch Trading Good for Reg. Trading (reorder point planning) with serial numbers, no batch Trading Good for Reg. Trading (reorder point planning) no Serial no.; batch controlled (Exp. Date) Domestic Customer 03 Domestic Customer 03 Domestic Customer 03 See sections Business Conditions and Preliminary Steps. See sections Business Conditions and Preliminary Steps.
Material
H12
Material
H20
Only use if you have activated the building block Serial Number Management (126). See the sections Business Conditions and Preliminary Steps. Only use if you have activated the building block Batch Management (117). See sections Business Conditions and Preliminary Steps. You can test the scenario using another domestic customer.
Material
H21
Sold-to party 100003 Ship-to party 100003 Payer Plant Storage Location Shipping Point 100003 #1000(#1100) 1030/1040 (1130/ 1140) #1000(#1100)
lean WM / w/o lean WM
Sales #1000 organization Distribution channel Division #10 #10
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2.2 Business Conditions

The business process described in this Business Process Documentation is part of a bigger chain of integrated business processes or scenarios. As a consequence, you must have completed the following processes and fulfilled the following business conditions before you can start going through this scenario: Business condition You have completed all relevant steps described in the Business Process Documentation Prereq. Process Steps (154). In order to run through this scenario, the materials must be available in stock. If you use trading goods (HAWA) you can either:
Scenario Prereq. Process Steps (154)
Procurement w/o QM (130)
run through the procurement w/o QM (130) process or create stock using transaction MIGO (for details see chapter Preliminary Steps). Make-to-Stock Production - Discrete Industry (145) (material F126) Make-to-Stock Production - Process Industry (146) (material F29)
In order to run through this scenario, the materials must be available in stock. If you use finished goods (FERT) you can either: run through the Make-to-Stock Production Discrete Industry (145) process (for material F126)/ the Make-to-Stock Production Process Industry (146) process (for material F29) or create stock using transaction MIGO (for details see chapter Preliminary Steps).
2.3 Preliminary Steps

Procedure Result
Finished Good (FERT) 134000 Finished goods 399140* Invt Initial (Fin) none
2.4 Roles
Use
The following roles must have already been installed to test this scenario in the SAP NetWeaver Business Client (NWBC). The roles in this Business Process Documentation must be assigned to the user or users testing this scenario. You only need these roles if you are using the NWBC interface. You do not need these roles if you are using the standard SAP GUI.
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Business Role Sales Administration Warehouse Clerk Warehouse Clerk
Technical name SAP_BPR_SALESPERSON-S SAP_BPR_WAREHOUSESPECIALIST-S SAP_BPR_WAREHOUSESPECIALIST-S
Process step Sales Order Entry Delivery Creation Picking (optional)
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3 Process Overview Table

Process step External process reference
Credit Management (108) Sales Inquiry (optional) Sales Quotation (optional) Sales Contract
Business condition
See scenario no. 108
Business role
Transaction code
Expected results
Credit Limit for Customer 100003 has been set.
Set Credit Limit
Sales Inquiry (optional) Sales Quotation (optional) Sales Contract
VA11 VA21
Inquiry created Quotation created Contract created
VA41
Sales Order Entry

Review Blocked Sales Orders Credit Management (108)
Customer request for material

Sales Administration
VA01
Sales Order is created

Sales order is released.
Delivery Creation Picking (optional) Check Batches Post Goods Issue Create Shipment Billing Material shipped invoice required
Warehouse Clerk Warehouse Clerk Warehouse Clerk Warehouse Clerk Warehouse Clerk Sales Billing
VL01N VL02N VL02N VL06O VT01N VF01
Delivery is created. Material is picked
The goods issue is posted. Shipment is created. Billing is created
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4 Process Steps
4.1 Credit Management Check for Sales Order
Credit Management (108)
In this process a credit limit is set for the used customer.
Complete all activities described in the Business Process Documentation of the scenario: Credit Management (108).
4.2 Sales Inquiry (optional)

Sales Inquiry
This scenario describes the process for a standard sales Inquiry
Use
In this activity, you enter the sales Inquiry
After you have completed this activity: Option A: If the customer rejects the sales quotation, go to step 4.2. Option B: If the customer accepts the sales quotation, go to step 5.
Prerequisites
None
Procedure
1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics Sales and Distribution Sales Inquiry Create VA11
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Sales Administration (SAP_BPR_SALESPERSON-S)
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2. On the screen, in the Inquiry Type field, enter IN and choose Enter.
You can optionally enter the organizational data. 3. On the screen, make the following entries: Field name Sold to party Ship to party Material number Quantity Valid to date 4. Choose Save. Description User action and values 100000 100000 <Material number> <enter a quantity <enter a date> Comment
Result
The order is saved and the quotation is sent to the printer.
4.3 Sales Quotation (optional)

Sales Quotation
This scenario describes the process for a standard sales quotation
Use
In this activity, you enter the sales quotation after a customer has requested it.
After you have completed this activity: Option A: If the customer rejects the sales quotation, go to step 4.2. Option B: If the customer accepts the sales quotation, go to step 5.
Prerequisites
None
Procedure
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5. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics Sales and Distribution Sales Quotation Create VA21
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Sales Administration (SAP_BPR_SALESPERSON-S) Sales Quotations Create Quotation
6. If an Inquiry exists then - in the Quotation type field, enter QT and choose Create with Reference. Go To the Inquiry tab and enter the Inquiry No. in the Inquiry field. Check the Copy Button. If an Inquiry doesnt exist then - in the Quotation type field, enter QT and choose Enter.
You can optionally enter the organizational data. 7. On the screen, make the following entries: Field name Sold to party Ship to party Material number Quantity Valid to date Description User action and values 100000 100000 <Material number> <enter a quantity <enter a date> Comment
8. Enter the Characteristic Value assignment at the line item Text (Required).Example : Specification and Packaging info
9. Choose Save. On saving, the Quotation is automatically sent to the printer.
Result
The order is saved and the quotation is sent to the printer.
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Create a Contract Procedure

10. Access the activity using one of the following navigation options: Transaction Code SAP Menu VA41 Logistics Sales and Distribution Sales Contract Create
11. If a Quotation exists then - in the Contract Type field, enter YQQS and choose Create with Reference. Go To the Quotation tab and enter the Quotation No. in the Quotation field. Chose the Copy Button if you want to copy all the line items from the Quotation Chose the Item Selection Button if you want to copy specific line items from the Quotation If a Quotation doesnt exist - in the Contract type field, enter YQQS and choose Enter. 12. On the Create Contract: Initial screen, enter the following data and choose Enter: Field name Contract Type Sales Organization Distribution Channel Description User action and values YQQS US01 01 Optional entry, can be defaulted Optional entry, can be defaulted Note
13. On the Create CQ + Q. Schedule: Overview screen, enter the following data and choose Enter: Field name Sold-to party PO Number Valid from Valid to Description User action and values MCO_01 X61_TEST1 The first day of the current month The last day of previous month + 1 year for example, 01.04.2007 for example, 31.03.2008 Total period is 1 year Note
Material
COAL_HG
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Field name Target quantity
Description
User action and values 240000
Note TO as UoM is defaulted from the material master-
14. Choose Enter to confirm the system warning messages. 15. On the Create CQ + Q. Schedule: Characteristic Value Assignment screen, enter the following data and choose Enter: Enter the Characteristics Values from the text field of the line item of the contract (If applicable).This is applicable only if the contract has been created with reference to a Quotation. Field name Silicon Fe Mag Al Ca Description User action and values 43-48 30-45 3-10 0-1.5 0-1.5 Note
16. Choose Next screen.
If system does not skip to the Characteristic Value Assignment screen, you should choose the item line and choose menu path Extras Configuration. 17. Double-click Item 10, choose shipping tab and enter the following data(Optional) Field name Stor. Location Data Y001
If you maintain the storage location in the order you do not need to maintain it later in the delivery. 18. Choose Back to return to the Create CQ + Q. Schedule: Overview Screen. 19. On the Create CQ + Q. Schedule: Overview screen, choose the item line and choose Quantity Schedule. 20. On the Create CQ + Q. Schedule: Overview screen that appears, maintain the following data and choose Enter: Field name QS breakdown Description User action and values Note No Split
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Field name QS split
Description
User action and values 2
Note No Split/No QS /Unlimited Deliveries
For the QS breakdown , you can have the following options also: Daily Monthly Quarterly No Breakdown 10 Days
Weekly For the QS Split , you can have the following options also: No Split Split qty according to calendar days per period Split qty accordingly to periods Assigning whole qty to entire periods
Enter the Scheduled Date and Qty Details 21. On the Create Sales Contract Quantity Schedule: - Details screen, contract quantity 240000 is split. Choose Back. 22. On the Create CQ + Q. Schedule: Overview screen, choose the item line and choose Conditions. Item
23. On the Create CQ + Q. Schedule: Item Data screen, Pricing conditions will be entered manually except for taxes for Alabama Sand Gravel.
24. Choose Back. 25. Choose Save and note down the contract number 4XXXXXXX.
Result
CQ + Q. Schedule 4XXXXXXX has been saved.
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4.4 Sales Order Entry

Use
In this activity, you enter a sales order.
Prerequisites
Contract is required
Procedure
1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics Sales and Distribution Sales Order Create VA01
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Sales Administration (SAP_BPR_SALESPERSON-S) Sales Sales Orders Create Sales Order
2. Enter the Order type OR and choose Create with Reference. Go To the Contracts tab and enter the Contract no. in the Contract type. Chose the Copy Button if you want to copy all the line items from the Contract Chose the Item Selection Button if you want to copy specific line items from the Contract. Modify the Open Qty amount for this particular release order
3. Make the following entries: Field name Header Text Line Item Text User action and values Special Instructions-Header Special Instructions-Line Item Comment
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4. Availability Check : Business Rule : In most cases , the delivered qty and date would be confirmed based on the entire sales order qty. Business Rule : In case there is a scenario which would result in partial deliveries. A new sales order would be created. Example :In case there is unconfirmed qty on the sales order a new sales order will be created with this unconfirmed qty.
5. Choose Save. Record the Sales Order Number.
Result
The order is saved and the order confirmation is printed out.
You have also the possibility to start the print out manually. This is optional: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics Sales and Distribution Sales Order Display VA03
1. Enter the order number in the screen Display Sales Order: Initial Screen: From the menu choose Sales Document Issue Output To 2. Mark the line with the message type BA00. 3. Choose Print. Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Sales Administration (SAP_BPR_SALESPERSON-S) Sales Sales Orders
1. Choose All Sales Orders tab (refresh the current query if necessary). 2. Mark your sales order and choose Display. 3. From the menu choose More Extras Output Header Print Preview
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DOCUMENT TYPE: BUSINESS PROCESS PROCEDURE TITLE: Inquiry to Invoice PROJECT: 4. Choose More Text Print BY:
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4.5 Credit Management Review blocked Sales Orders

Credit Management (108)
In this process you review the sales orders that might have been blocked due to the credit limit check.
Complete all activities described in the Business Process Documentation of the scenario: Credit Management (108) using the master data from this document.
4.6 Delivery Processing

Use
In this activity, you create the delivery.
Prerequisites
None
Procedure
Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics Logistic Execution Shipping->Create Outbound Delivery VL01N
Enter the Shipping Point (If not defaulted) and choose Create Outbound Delivery with Order Reference. In the Sales Order Data Tab In the Sales Order Data Tab -Make the following entries: Field name Shipping point Selection date Order Press Enter User action and values 1000 Comment
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In the Outbound Delivery: Overview Screen , enter the following
. User action and values Batch 1000 Comment
Result
A delivery is created. Batches are automatically determined if batch management is activated.
You have the possibility to print the output of the manually. The output in this case would be Bill of Lading
4.7 Picking
Use
The picking process involves taking goods from a storage location and staging the right quantity in a picking area where the goods will be prepared for shipping.
Prerequisites
This step is to be used if lean WM has not been activated.
Procedure
1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Logistics Sales and Distribution Shipping and Transportation Outbound Delivery Lists and Logs Outbound Delivery Monitor VL06O
Transaction code
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Warehouse Clerk (SAP_BPR_WAREHOUSESPECIALIST-S)
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2. On the Outbound Delivery Monitor screen choose For Picking. 3. On the Outbound Deliveries for Picking screen, make the following entry: Field name Shipping point User action and values <shipping point>
4. Select the Only Picking without WM checkbox. 5. Choose Execute. 6. Select your delivery note and Choose (NWBC: More) Subsequent Functions Picking Output. 7. On the Output from Picking screen select your delivery note and choose Execute.
Result
The Packing List , Certificate of Origin , Certificate of Analysis has been printed and the picking quantity at delivery item level has been updated with the requested delivery quantity.
4.8 Post Goods Issue

Use
In this activity, you post the goods issue.
Prerequisites
None
Procedure
Option 1: SAP Graphical User Interface (SAP GUI) 1. Access the transaction choosing one of the following navigation options: SAP ECC Menu Logistics Logistics Execution Outbound Process Goods Issue for Outbound DeliveryOutbound DeliveryChange VL02N
Transaction Code 1. Choose For Goods Issue. 2. Save
Result
The goods issue is posted. Material Debited Accounts Credited Accounts Cost Element / CO Object
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Trading Good (HAWA) Finished Good (FERT) Delivery Note
520085 Trading goods w/o aa 500000 Inv.chg.sale own prd
135010 Trading goods 134000 Finished goods
none none
The printout of the delivery note is executed automatically and immediately (see settings in SAP GUI transaction VV23 for output type LD00 and defaults in your user settings in transaction SU3). You can also start the printout manually. Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Display VL03N
Transaction code
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Warehouse Clerk (SAP_BPR_WAREHOUSESPECIALIST-S) Warehouse Management Shipping Display Outbound Delivery
1. Enter your outbound delivery in the screen Display Outbound Delivery and choose from the menu (NWBC: More) Outbound Delivery Issue delivery Output 2. Mark the line with the message type LD00 Delivery Note 3. Choose Print. Bill of Lading
The printout of the bill of lading is executed automatically and immediately (see settings in SAP GUI transaction VV23 for output type YBL1 and defaults in your user settings in transaction SU3). You also have the possibility to start the print out manually: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Display
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Transaction code
VL03N
1. Enter your outbound delivery in the screen Display Outbound Delivery and choose from the menu (NWBC: More-> ) Outbound Delivery Issue delivery Output 2. Mark the line with the message type YBL1 Bill of Lading 3. Choose Print.
4.9 Billing
Use
In this activity you handle the billing.
Prerequisites
None
Procedure
Option 1: SAP Graphical User Interface (SAP GUI) 1. Access the transaction choosing one of the following navigation options: SAP ECC menu Transaction code Logistics Sales and Distribution Billing Billing Document Process Billing Due List VF04
2. Enter relevant search criteria, select the delivery-related flag and deselect the Order-related flag and choose DisplayBillList (F8). 3. Select a row and choose Individual Billing Document. 4. Choose Save.
Result
The system generates an invoice for billing. Material Trading Good (HAWA) Debited Accounts 121000 Receivables - domes. Credited Accounts 410000 Sales revenue dom. 216100Tax on sls/purch. 410000 Sales revenue dom. Cost Element / CO Object none
Finished Good (FERT)
121000 Receivables - domes.
none
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216100Tax on sls/purch.
The printout of the invoice is executed automatically and immediately (see settings in SAP GUI transaction VV33 for output type RD00 and defaults in your user settings in transaction SU3). You also have the possibility to start the printout manually: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics Sales and distribution Billing Billing document Display VF03 Display Billing Document
1. Go to transaction VF03, in the screen Display Billing Document: From the menu choose Billing document -> Issue Output to 2. Mark the line with the message type RD00 3. Choose Print. Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Sales Billing (SAP_BPR_SALESPERSON-S2) Sales Billing
1. Choose the All Billing Documents tab (refresh the current query if necessary). 2. Mark your billing document. 3. Choose Print Invoices.
5 Follow-Up Processes
You have finished all activities that are part of the business process described in this document. To accomplish subsequent activities of this business process, carry out the process steps described in one or more of the following scenarios, using the master data from this document.
Accounts Receivable (157)

In this activity you post the incoming payment.
Complete all activities described in the Business Process Documentation of the scenario: Accounts Receivable (157) (Chapters Post Payments using Automatic Payments Program, Post Incoming Payment from Customer Manually, Automatic
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Clearing of open items in customer accounts, Manual Clearing of Open items in customer accounts) using the master data from this document.
Sales: Period End Closing Operations (203) (optional)

This scenario describes the collection of periodic activities such as day ending activities or legal requirements like Intrastat and Extrastat reporting.
Complete all activities described in the Business Process Documentation of the scenario: Sales: Period End Closing Operations (203) (Chapters Review Sales Documents blocked for billing, Review Billing Due List, Review Log of collective invoice creation and Review List Blocked (for accounting) Billing Documents) using the master data from this document.
6 Appendix
6.1 Reversal of Process Steps
In the following section, you can find the most common reversal steps, which you can take to reverse some of the activities described in this document.
Sales Order Entry

Transaction code ( SAP GUI) Reversal: Transaction code ( SAP GUI) Business role Business role menu VA01 Delete Sales Document VA02 Sales Administration Sales Sales Orders Choose All Sales Orders tab. Mark your sales order and choose Change. Select menu Sales Document > Delete
Comment
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Delivery Process
Transaction code ( SAP GUI) Reversal: Transaction code ( SAP GUI) Business role Business role menu VL01N Delete Delivery VL02N Warehouse Clerk Warehouse management Shipping Choose All Deliveries tab page. Mark your delivery and choose Change. Select menu "Outbound Delivery > Delete"
Comment
Check Batches
Transaction code ( SAP GUI) Reversal: Transaction code ( SAP GUI) Business role Business role menu Comment VL02N Edit Batch Number VL02N Warehouse Clerk Warehouse management Shipping Display Outbound Delivery
Picking
Transaction code ( SAP GUI) Reversal: Transaction code ( SAP GUI) Business role Business role menu VL06O Remove Picking Quantity from Delivery Item VL02N Warehouse Clerk Warehouse management Shipping Choose All Deliveries tab. Mark your delivery and choose Change.
Comment
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Post Goods Issue

Transaction code ( SAP GUI) Reversal: Transaction code ( SAP GUI) Business role Business role menu Comment VL02N Reverse Goods Issue. VL09 Warehouse Clerk Warehouse management Shipping Cancel Goods Issue for Delivery Note
Billing
Transaction code ( SAP GUI) Reversal: Transaction code ( SAP GUI) Business role Business role menu Comment VF04 Cancel Billing document VF11 Sales Billing Sales Billing Change Billing Document Go to transaction VF11, enter the relevant billing document number, choose Enter and save your result. An invoice cancellation document has been created balancing the original invoice.
6.2 SAP ERP Reports

Use
The table below lists the reports that you can use to obtain additional information on this business process.
You can find detailed descriptions of the individual reports in the following BPD documents, which provide a comprehensive compilation of all important reports: Financial Accounting: SAP ERP Reports for Accounting (221) Logistics Processes: SAP ERP Reports for Logistics (222) Note that the descriptions of some reports that are an indispensable part of the process flow may be located directly in the section where they belong.
Reports
Report title Transaction code ( SAP GUI) Comment
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Report title List of Sales Orders List Billing Documents Orders within Time Period Incomplete SD Documents Outbound delivery monitor
Transaction code ( SAP GUI) VA05 VF05 SD01 V.02 VL06O
Comment A list of all selected sales orders is displayed. A list of all selected billing documents is displayed. A list of sales orders within a specific time period A list of all incomplete documents on the basis of the specified selection criteria is displayed. Monitor for collective processing of deliveries and for obtaining information on general shipping processing.
6.3 Used Forms

Common form name Form type Order Confirmation SmartForm Used in process step Output Type BA00 Technical name YBAA_SDOR C YBAA_SDDLN YB_LVSTAEIN ZEL EK00 YB_SD_PICK_ SINGL YBAA_SDBLD YBAA_SDINV
Sales Order Entry
Delivery Note Transfer Order
SmartForm SAP Script
Post Goods Issue Delivery Due List
LD00
Pick List SD
SAP Script
Picking (optional)
Bill of Lading Sales Invoice
SmartForm SmartForm
Post Goods Issue Billing
YBL1 RD00
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Inquiry to Invoice

Business Process Documentation

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Example text EXAMPLE TEXT

Example text <Example text>

Optimal Solutions Integration, Inc.

Optimal Solutions Integration, Inc.

Sales Order Processing: Sale from stock 1 Purpose

Using Your Own Master Data

Optimal Solutions Integration, Inc.

lean WM / w/o lean WM

Sales #1000 organization Distribution channel Division #10 #10

Optimal Solutions Integration, Inc.

2.2 Business Conditions

Scenario Prereq. Process Steps (154)

Procurement w/o QM (130)

2.3 Preliminary Steps

Optimal Solutions Integration, Inc.

Business Role Sales Administration Warehouse Clerk Warehouse Clerk

Technical name SAP_BPR_SALESPERSON-S SAP_BPR_WAREHOUSESPECIALIST-S SAP_BPR_WAREHOUSESPECIALIST-S

Process step Sales Order Entry Delivery Creation Picking (optional)

Optimal Solutions Integration, Inc.

3 Process Overview Table

Set Credit Limit

Sales Inquiry (optional) Sales Quotation (optional) Sales Contract

Inquiry created Quotation created Contract created

Sales Order Entry

Customer request for material

Sales Order is created

VL01N VL02N VL02N VL06O VT01N VF01

Delivery is created. Material is picked

The goods issue is posted. Shipment is created. Billing is created

Optimal Solutions Integration, Inc.

4.2 Sales Inquiry (optional)

Optimal Solutions Integration, Inc.

4.3 Sales Quotation (optional)

9. Choose Save. On saving, the Quotation is automatically sent to the printer.

Optimal Solutions Integration, Inc.

Create a Contract Procedure

Optimal Solutions Integration, Inc.

Field name Target quantity

User action and values 240000

Note TO as UoM is defaulted from the material master-

16. Choose Next screen.

Optimal Solutions Integration, Inc.

Field name QS split

User action and values 2

Note No Split/No QS /Unlimited Deliveries

Optimal Solutions Integration, Inc.

4.4 Sales Order Entry

Optimal Solutions Integration, Inc.

5. Choose Save. Record the Sales Order Number.

Optimal Solutions Integration, Inc.

4.5 Credit Management Review blocked Sales Orders

4.6 Delivery Processing

Optimal Solutions Integration, Inc.

In the Outbound Delivery: Overview Screen , enter the following

. User action and values Batch 1000 Comment

Optimal Solutions Integration, Inc.

4.8 Post Goods Issue

Transaction Code 1. Choose For Goods Issue. 2. Save

Optimal Solutions Integration, Inc.

Trading Good (HAWA) Finished Good (FERT) Delivery Note