Sales Order Processing for Prospect

SAP Best Practices
© 2013 SAP AG. All rights reserved. 2
Purpose, Benefits, and Key Process Steps
Purpose
 This scenario describes the process of creating a sales order without having a customer
master record for the prospect available at the beginning of the order process (create sales
order with dummy customer)
Benefits
 Sales order processing without the customer’s account number
 Sales Order entry with material determination
Key Process Steps
 Create sales order w/o having the customer’s account number
 Create customer master record
 Assign customer account number
 Pick and ship items
 Post goods issue
 Billing

© 2013 SAP AG. All rights reserved. 3
Required SAP Applications and Company Roles
Required SAP Applications
 Enhancement package 7 for SAP ERP 6.0
Company Roles
 Sales Administrator
 Warehouse Clerk
 Billing Administrator
 Accounts Receivable Accountant

© 2013 SAP AG. All rights reserved. 4
Detailed Process Description
Sales Order Processing for Prospect
 In this scenario, you process sales order documents without having a customer master
record for the propect available at the beginning of the order process.
 A dummy customer is used when your sales order processors need to investigate an order
for a prospect. The sales order can be saved but remains incomplete until a valid customer
account number has been entered in the sales order. This function is particularly useful for
companies that take phone orders. For example, a prospect calls and requests pricing and
information on a catalog item. The order processor can build the entire order without
needing an account number until the end. Then, your sales employee can ask the prospect
for the data needed to create the customer master record (“Dear Madam/dear Sir, thank
you for your order. To fulfill it, we now need some additional information from you. Please
let me know your name, address, …”). Once the customer’s account number has been
created, it can be assigned to the sales order and replace the dummy customer entry.
© 2013 SAP AG. All rights reserved. 5
Process Flow Diagram
Sales Order Processing for Prospect
S
a
l
e
s

A
d
m
i
n
i
s
t
r
a
t
o
r

W
a
r
e
h
o
u
s
e

C
l
e
r
k

E
v
e
n
t

Order
Confirmation
(Daily
Shipment
Worklist,
Enough
Inventory)
Billing
A
c
c
o
u
n
t
s

R
e
c
e
i
v
a
b
l
e

A
c
c
o
u
n
t
a
n
t

Sales: Period
End Closing
Operations
(203)
Accounts
Receivable
(157)
B
i
l
l
i
n
g

A
d
m
i
n
i
s
t
r
a
t
o
r

Create
Customer
Master
(155.18)
Post Goods issue
Assign Serial
Number
Check Batches Pick
Delivery Due
List
Change Sales
Order
Sales Order Entry
with Material
Determination
© 2013 SAP AG. All rights reserved. 6
Legend
Symbol Description Usage Comments
To next / From last Diagram: Leads
to the next / previous page of the
Diagram
Flow chart continues on the next /
previous page
Hardcopy / Document: Identifies a
printed document, report, or form
Does not correspond to a task
step in a document; instead, it is
used to reflect a document
generated by a task step; this
shape does not have any outgoing
flow lines
Financial Actuals: Indicates a
financial posting document
Does not correspond to a task
step in a document; instead, it is
used to reflect a document
generated by a task step; this
shape does not have any outgoing
flow lines
Budget Planning: Indicates a
budget planning document
Does not correspond to a task
step in a document; instead, it is
used to reflect a document
generated by a task step; this
shape does not have any outgoing
flow lines
Manual Process: Covers a task
that is manually done
Does not generally correspond to
a task step in a document;
instead, it is used to reflect a task
that is manually performed, such
as unloading a truck in the
warehouse, which affects the
process flow.
Existing Version / Data: This block
covers data that feeds in from an
external process
Does not generally correspond to
a task step in a document;
instead, this shape reflects data
coming from an external source;
this step does not have any
incoming flow lines
System Pass / Fail Decision: This
block covers an automatic
decision made by the software
Does not generally correspond to
a task step in the document;
instead it is used to reflect an
automatic decision by the system
that is made after a step has been
executed.
E
x
t
e
r
n
a
l

t
o

S
A
P

Business
Activity / Event
Unit Process
Process
Reference
Sub-
Process
Reference
Process
Decision
Diagram
Connection
Hardcopy /
Document
Financial
Actuals
Budget
Planning
Manual
Process
Existing
Version /
Data
System
Pass/Fail
Decision
Symbol Description Usage Comments
Band: Identifies a user role, such as Accounts
Payable Clerk or Sales Representative. This band
can also identify an organization unit or group,
rather than a specific role.
The other process flow symbols in this table go
into these rows. You have as many rows as
required to cover all of the roles in the scenario.
Role band contains
tasks common to that
role.
External Events: Contains events that start or end
the scenario, or influence the course of events in
the scenario.
Flow line (solid): Line indicates the normal sequence
of steps and direction of flow in the scenario.
Flow line (dashed): Line indicates flow to
infrequently-used or conditional tasks in a
scenario. Line can also lead to documents involved
in the process flow.
Connects two tasks in
a scenario process or
a non-step event
Business Activity / Event: Identifies an action that
either leads into or out of the scenario, or an
outside Process that happens during the scenario
Does not correspond
to a task step in the
document
Unit Process: Identifies a task that is covered in a
step-by-step manner in the scenario
Corresponds to a task
step in the document
Process Reference: If the scenario references
another scenario in total, put the scenario number
and name here.
Corresponds to a task
step in the document
Sub-Process Reference: If the scenario references
another scenario in part, put the scenario number,
name, and the step numbers from that scenario
here
Corresponds to a task
step in the document
Process Decision: Identifies a decision / branching
point, signifying a choice to be made by the end
user. Lines represent different choices emerging
from different parts of the diamond.



Does not usually
correspond to a task
step in the document;
Reflects a choice to
be made after step
execution
<
F
u
n
c
t
i
o
n
>

© 2013 SAP AG. All rights reserved. 7
No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed
without prior notice.

SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG (or an SAP affiliate company) in
Germany and other countries. Please see http://www.sap.com/corporate-en/legal/copyright/index.epx#trademark for additional trademark information and notices.

Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.

National product specifications may vary.

These materials are provided by SAP AG or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP AG or its affiliated
companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP AG or SAP affiliate company 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.

In particular, SAP AG or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any
functionality mentioned therein. This document, or any related presentation, and SAP AG’s or its affiliated companies’ strategy and possible future developments, products, and/or platform
directions and functionality are all subject to change and may be changed by SAP AG or its affiliated companies at any time for any reason without notice. The information in this document
is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to various risks and uncertainties that could cause
actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they
should not be relied upon in making purchasing decisions
.

© 2014 SAP AG or an SAP affiliate company. All rights reserved.

Sign up to vote on this title
UsefulNot useful