9 SD3: Create Sales OrderA sales order contains all of the information needed to process customers request.The steps for creating a sales order:PricingCredit limit checkAvailability CheckDelivering ScheduleShipping point and route determinationTransfer of requirements to MRPforeign trade and license processing
10 SD3-1: PricingSAP can display pricing information at both the header and the line item level for sales order.It enables the user to program varied pricing procedures to meet individual organizations needs.The pricing is extendable; it can be attached, or extended to external pricing programs or elements outside SAP for pricing.It also allows Gross to Net pricing: This allows discounts and reductions from the ‘master’ price.
13 SD3-3: Availability Check Determines the material availability dateConsiders all inward and outward inventory movementsAllow for 3 methods of deliveryOne-time delivery ( on- time one-time delivery)Complete delivery (possibly delayed one- time delivery)Delayed proposal (allows partial delivery schedule)
30 SD3: Create Sales OrderThe sales order document is made up of three primary areas:HeaderData relevant for the entire sales order: customer data, total cost of the order, number of the sold-to party, number of the ship-to party and the payer, document currency and exchange rate, pricing elements for the entire document, delivery date and shipping point orderLine ItemInformation about the specific product: Ex: material and quantity, cost of an individual lineSchedule LinesUniquely belongs to a Line Item, contains delivery quantities and dates for partial deliveries
34 Delivery/ Goods Issuing Reconciliation Account No impact onFinancial Accounting (FI)Sales quotationSales orderMaterials Management (MM) and Financial Accounting (FI)Delivery/Goods IssuingRequisition – Nothing really happens unless we get the goods or pay for themThe system does the transactions for you using the automatic account assignmentWhen we receive these, it can match the receipt against the PODebit Inventory (we now have additional inventory value)Credit GR/IR (we are going to owe/pay for that additional inventory)COGS: Cost of goods soldCredit is minusDebit is plus
35 SD4: Shipping Order Combination Partial Delivery Complete Sales Order 1Sales Order 2Sales Order 3Delivery 8…12PartialDeliverySales Order 4Delivery 8…13Delivery 8…14Delivery 8…15CompleteSales Order 5Delivery 8…16
49 SD Process: Billing Documents At this point that the sales process is passed over to Financial Accounting to await payment.Creating Billing Documents Explicitly PurposeIf you only have to bill specific orders or deliveries, you can carry out manual billing explicitly.When processing the billing due list, you do not need to enter the individual documents to be invoiced. The system lists the documents to be invoiced on the basis of the selection criteria you enter. It can also combine several deliveries in one invoice.Process FlowYou select the function for creating a billing due list.You enter the selection criteria for the billing documents to be created. For example, enter billing type F2, if you only want to create invoices with this billing type.You then display the billing due list.The system uses the selection criteria to create the billing due list (a list of sales documents to be billed). You can now process this list, e.g. select some or all of the sales documents to be billed.You select the function for billing. The system creates the corresponding billing documents for the selected documents.Automatic Posting to Finance (next slide0
51 Exercises: (due date 3/6/2013) 144a. Create customer quotationCreate sales order from sales quotationCheck stock statusCreate delivery note for sales orderCheck stock statusPicking materials on delivery notePost goods issueCheck stock statusBill customerPost receipt of customer paymentReview document flowCreate Customer Material Info RecordCreate sales order using customer info recordCreate delivery for sales orderPick materials on delivery note
52 Exercises: 158. Post goods issue 159. Bill customer 160. Post receipt of customer payment161. Create a scheduling agreement162. Process deliveries for a scheduling agreement163. Display scheduling agreement164. Check stock status165. Bill customer166. Run customer credit check167. Post receipt of customer payment
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