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SAP SD Processes and Doc-Types related to Sales Order.

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Presentation on theme: "SAP SD Processes and Doc-Types related to Sales Order."— Presentation transcript:

1 SAP SD Processes and Doc-Types related to Sales Order

2 Ashvin Baxi - 06/14/12 2 Pre-Sales & Sales Cycle In Pre-Sales Cycle In Pre-Sales Cycle Inquiry & Quotation Inquiry & Quotation In Sales Cycle In Sales Cycle Standard Sales Orders Standard Sales Orders Consignments Consignments Contracts & Agreements Contracts & Agreements Returns & Cr/Dr Memo Requests Returns & Cr/Dr Memo Requests

3 Ashvin Baxi - 06/14/12 3 Document Types IN – Inquiry IN – Inquiry QT – Quotation QT – Quotation OR – Standard Order OR – Standard Order CS – Cash Sales CS – Cash Sales RO – Rush Order RO – Rush Order QC – Contract QC – Contract DS – Scheduling Agreement DS – Scheduling Agreement FD – Free Of Charge FD – Free Of Charge RE - Customer Returns SDF – Subsequent Delivery Free Of Charge CR – Credit Memo Request DR – Debit Memo Request Consignments CF – Fill Up CI – Issue CONR – Returns CP – Pickup

4 Ashvin Baxi - 06/14/12 4 IN - Inquiry First Document in Cycle First Document in Cycle It is Optional & not legally binding It is Optional & not legally binding Data from Customer & Material Master is proposed by system Data from Customer & Material Master is proposed by system VA11

5 Ashvin Baxi - 06/14/12 5 QT - Quotation It is an Optional document It is an Optional document legally binding the seller, but not the buyer legally binding the seller, but not the buyer Has a validity period Has a validity period Can be created by copying from Inquiry, Other Quotations & Sales orders Can be created by copying from Inquiry, Other Quotations & Sales orders VA21

6 Ashvin Baxi - 06/14/12 6 OR – Sales Order Follows a purchase order from customer Follows a purchase order from customer Legally binding document for seller as well as buyer both. Legally binding document for seller as well as buyer both. Has a validity period Has a validity period Can be created by copying from Inquiry, Other Quotations & Sales orders Can be created by copying from Inquiry, Other Quotations & Sales orders VA01 VL01N VF0 1 VL02N

7 Ashvin Baxi - 06/14/12 7 CS – Cash Sale There are 2 unique things with Cash Sales There are 2 unique things with Cash Sales Delivery document is created automatically on creation of Cash Sales document. Delivery document is created automatically on creation of Cash Sales document. Output type RD03 is created to print invoice Output type RD03 is created to print invoice VA01 VF0 1 VL02N

8 Ashvin Baxi - 06/14/12 8 RO – Rush Order Unique thing with Rush Order is, Unique thing with Rush Order is, Delivery document is created automatically on creation of Rush Order document. Delivery document is created automatically on creation of Rush Order document. Output type BA00 is created to print invoice Output type BA00 is created to print invoice VA01 VF0 1 VL02N

9 Ashvin Baxi - 06/14/12 9 QC – Sales Contract Also known as Outline Agreement Also known as Outline Agreement Official & signed agreement, with start and end dates, binding for minimum quantity within a specified time. Official & signed agreement, with start and end dates, binding for minimum quantity within a specified time. Regular Sales orders known as Release Order created with reference to a contract Regular Sales orders known as Release Order created with reference to a contract Regular cycle of delivery, pick-pack, PGI & billing follows release order Regular cycle of delivery, pick-pack, PGI & billing follows release order VA41 Order Cycle

10 Ashvin Baxi - 06/14/12 10 DS – Scheduling Agreement Another type of Outline Agreement Another type of Outline Agreement Official & signed agreement, with start and end dates, binding for minimum quantity within a specified time As per the preferred schedule of delivery Official & signed agreement, with start and end dates, binding for minimum quantity within a specified time As per the preferred schedule of delivery Regular Sales order is not created. Regular Sales order is not created. Delivery document created with reference to scheduling agreement Delivery document created with reference to scheduling agreement Regular cycle of pick-pack, PGI & billing follows Delivery document Regular cycle of pick-pack, PGI & billing follows Delivery document VA31 Order Cycle

11 Ashvin Baxi - 06/14/12 11 FD – Free of Charge FD document is followed by a Delivery document FD document is followed by a Delivery document Billing is not Relevant Billing is not Relevant Order Reason – specifying why is it free, needs to be created. Order Reason – specifying why is it free, needs to be created. VA01 VL01N VL02N

12 Ashvin Baxi - 06/14/12 12 RE – Customer Returns Created with or without reference to an order or billing document. Created with or without reference to an order or billing document. Billing block is created by default. Approval step is required Billing block is created by default. Approval step is required Returned stock updates Blocked Stock Return bucket instead of unrestricted- use stock Returned stock updates Blocked Stock Return bucket instead of unrestricted- use stock VA01 VL01N VF0 1 MIGO_TR VL02N

13 Ashvin Baxi - 06/14/12 13 SDF – Subsequent Free Delivery Can only be created with reference to a sales order. Can only be created with reference to a sales order. Generally follows a RE (Customer Return) document and is followed by a Delivery document. Generally follows a RE (Customer Return) document and is followed by a Delivery document. Configure SDF doc type with Reference Mandatory=C - with ref to a sales order Configure SDF doc type with Reference Mandatory=C - with ref to a sales order VA01 VL01N VF0 1 VL02N

14 Ashvin Baxi - 06/14/12 14 CR – Credit Memo Provides credit to customer Provides credit to customer This is a 2 step process This is a 2 step process Creating Credit Memo Request document Creating Credit Memo Request document Creating Billing (G2) document Creating Billing (G2) document VA01 VF01

15 Ashvin Baxi - 06/14/12 15 DR – Debit Memo Issue Debit to customer Issue Debit to customer This is a 2 step process This is a 2 step process Creating Debit Memo Request document Creating Debit Memo Request document Creating Billing (L2) document Creating Billing (L2) document VA01 VF01

16 Ashvin Baxi - 06/14/12 16 CF – Consignment Fill-Up Goods physically moved to customer location but the ownership remains of seller Goods physically moved to customer location but the ownership remains of seller Not relevant for Billing Not relevant for Billing Goods Issued is posted to Customer Special Stock Goods Issued is posted to Customer Special Stock Remains Valuated at delivering plant Remains Valuated at delivering plant VA01 VL02N VL01N

17 Ashvin Baxi - 06/14/12 17 CI – Consignment Issue Customer becomes the owner and issued amount is communicated to seller Customer becomes the owner and issued amount is communicated to seller Delivery is created without physical goods movement Delivery is created without physical goods movement Relevant for Billing Relevant for Billing Customer special stock and delivering plant stock is reduced Customer special stock and delivering plant stock is reduced VA01 VL01N VF0 1

18 Ashvin Baxi - 06/14/12 18 CONR – Consignment Returns Material is brought back by Customer and amount is communicated to seller Material is brought back by Customer and amount is communicated to seller Delivery is created without physical goods movement Delivery is created without physical goods movement Relevant for Billing Relevant for Billing Customer special stock and delivering plant stock is increased Customer special stock and delivering plant stock is increased VA01 VL02N VL01N

19 Ashvin Baxi - 06/14/12 19 CP – Consignment Pick-Up Seller picks up goods from customer location Seller picks up goods from customer location Delivery and post goods receipt documents created. Not relevant for Billing Delivery and post goods receipt documents created. Not relevant for Billing Own Available stock is increased and Customer special stock is reduced/canceled Own Available stock is increased and Customer special stock is reduced/canceled VA01 VL02N VL01N

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