Pedrollo nk Ltd.

Jagoron
Sales Order to Invoice Process
Version 1.0

Pedrollo nk Ltd.
5, Jubilee Road, Chittagong, Ph: 031-621531
Mail: info@pedrollo.com.bd
 Sales order to Invoice Process
Jagoron
V 1.0
Doc Id: <Document Id>

Revision History

Versi Date of Prepared Reviewed By Approved List of changes

on Release By By from Previous
No. (dd/mm/y Version
yyy)
0.1.0 03/04/201 Md. Mohiuddin H. Initial Document
0 Rafiqul Khan
Hossain

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Sales Order to Invoice against a Quotation (Corporate):

S/N Actor Outline Interface Transaction Code

/Reference
1 Customer Give a sales order against Manual
Quotation to BD (Business
development) Executive.
2 BD Give the Order to Sales Manual
Executive Executive against the quotation
ref.
3 SD Create the Sales order on. SAP Create Sales order – VA01
Executive system against the reference of Edit or rejection – VA02
the quotation. Display Sales order – VA03
List all Sales order – VA05
4 SD Create a delivery note against SAP Create – VL01N
Executive sales order. Shipping point will Edit - VL02N
be mention. Display- VL03N
Open sales order list: VA05
5 SD Pick the quantity against order SAP Post goods issue - VL02N
Executive quantity or partial delivery
6 SD Take a print copy for delivery SAP VL02N
Executive notice and provide this as Manu bar- Extras >
challan Delivery output > Header /
Item
7 FI Executive Create a Invoice against delivery SAP Create – VF01
Edit – VF02
Display – VF03
Maintain Billing due list –
VF04
8 FI Executive Taka a print copy for Invoice SAP Display - VF03
Manu bar- Billing
document > Issue output to
> Issue output to / screen

Process Flow:

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Sales Quotation

Customer Request
Event

Sales order against

Customer Request Quotation
for Quotation
Customer

Sales Quotation Delivery Note

Development
Business

Request for Sales

Dep.

Requisition slip for Order by Quotation

Quotation
Distribution
Sales &

Dep.

Sales Order Entry Post Goods Issue

Delivery Due List
Quotation Order Entry

Sales Order to Invoice: Dealer

FI Executive

Billing
S/N Actor Outline Interface / Transaction Code
Reference
1 Customer Give A Sales Order on Sales Manual
Order Sheet.
3 SD Executive Create a Sales order based SAP Create Sales order – VA01
on. System against Order Edit or rejection – VA02
Sheet. Display Sales order –
VA03
List all Sales order – VA05
3.1 System Check the Credit Limit and If SAP
Its within allowable Credit
then accept the Order.
3.2 Sales Executive If credit limit is over then SAP
System will deny the order
and SD Executive will
communicate this to
customer.
3.1.1 Sales Executive If all the Stock is available SAP Create – VL01N
create a delivery note against Edit - VL02N
the order. Display- VL03N
Open sales order list:
VA05
3.1.2 Sales Executive If Stock is not available SAP
system will give schedule
line, based on which He will
inform Dealer about the
availability of the product.
3.1.2.1 Sales Executive If Dealer Refuse to take the SAP
delivery on the specific date,
Cancel the Sales Order.
3.1.1.1 Distributor Check the Item ready for SAP
Executive Delivery on shipping points

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basis
3.1.1.2 Distributor Do the Transport and Manual
Executive Loading Planning based on
Item to be delivered list
3.1.2.3 Distributor Create a PGI and Print SAP Post goods issue - VL02N
Executive Delivery Note, They
physically Deliver the
products
3.1.2.4 AR Executive View the Open Delivery List SAP VL06
3.1.2.5 AR Executive Make Invoice against the SAP Create – VF01
Delivery Edit – VF02
Display – VF03
Maintain Billing due list –
VF04
3.1.2.6 AR Executive Taka a print copy for Invoice SAP Display - VF03
and give it dealer point Manu bar- Billing
document > Issue output to
> Issue output to / screen

Complete Process flow:

Sales Order P rocessing

– Make to S tock
Event

C ustomer need C ustomer

to buy product Paym ent
R eceived
Custom er

D elivery N ote C ustom er Invoice

E xecutive

4.1
C redit 4.2
Sd

Order C onfirm ation Set C ustomer

Accepted Sales Order Entry
C redit Limit

Yes
W arehouse C lerk

D oes stock 4.4 4.4 4.5

No
Yes exist in Stock M ovement D elivery D ue List Post Goods Issue
required
storage
No location?
Inventory C OGS
Pick List

Yes
Manager

4.3
Credit

V4A
V4A
C redit
C redit
Approved
Management
R eceivable

No
A ccounts

AR D ocum ent 4.6

Billing
C ash F low

4.7
V1D
End Process
AR-Incoming
Payment -Lockbox

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Sales Order to Invoice without Quotation: OTC

S/N Actor Outline Interface / Transaction Code

Reference
1 Customer Ask a sales order to SD Manual
Executive.
2.1 Customer Ask for some discount Manual
2.2 SD Executive Take approval from Mail
Management (Upper Limit
10%)
3 SD Executive Create the Sales order on SAP Create Sales order – VA01
system. Edit or rejection – VA02
Display Sales order – VA03
List all Sales order – VA05
4 SD Executive Check Stock on System SAP
4.1 SD Executive If Stock is not available at SAP
current plan, give a schedule
line to customer
4.2 SD Executive If customer doesn’t agree SAP
with the proposed schedule
line, Cancel the order
5 SD Executive Create a delivery against SAP Create – VL01N
sales order Edit - VL02N
Display- VL03N
Open sales order list: VA05
6 SD Executive Deliver the Quantity SAP Post goods issue - VL02N

7 Customer Fill up the 3 ply Challan of Manual

warranty Card
8 SD Executive The Product delivers against SAP VL06
post goods issue and kept
the challan on file
9 SD Executive Create an Invoice against SAP Create – VF01
delivery Edit – VF02
Display – VF03
Maintain Billing due list –
VF04
10 SD Executive Taka a print copy for SAP Display - VF03
Invoice and give a copy to Manu bar- Billing document
customer > Issue output to > Issue
output to / screen
11 SD Executive Receive cash against the SAP
invoice order and clear the
invoice

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