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Solutions

Unit: Overview of Processes in Sales and Distribution - Pre-sales activities - Sales order processing - Procurement - Shipping - Billing - Payment

1-1-1 Pre-sales activities, such as inquiries and quotations, take place at the start of the sales processes, before the sales orders have been processed. Customer sales activities, for example visits or telephone calls, can also take place at any time. You can enter them into the system and manage them accordingly. 1-1-2 Pre-sales activities include: • • • • Updating customer contacts Mailing lists Customer Inquiry Processing and Quotation Processing

2-1-1 Logistics → Sales and distribution → Sales → Order → Create Choose Save. The document number is assigned by the system. 2-2-1 Logistics→ Sales and distribution→ Sales→ Order→ Display Terms of payment: ZB01. The payment term is on the Sales tab page.

(C) SAP AG

LO150

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Delivery Quantity Item 10 Item 20 10 20 Picking Quantity 0 0 3-1-3 Choose Save. The document number is assigned by the system. 2-2-4 Delivery date: Corresponds to the requested delivery date in 10 days. Use shipping point Z0##. if you scroll to the right on the Sales tab page. 3-1-1 Logistics → Sales and distribution → Shipping and transportation → Outbound Delivery → Create → Single Document → With Reference to Sales Order To enter the outbound delivery at an earlier date. To display the schedule lines for the item. select item 10 and then choose Schedule lines for item. you see the net price for an item. if you scroll to the right. Select Display document flow. 2-2-3 Net price item 10: 60 UNI per piece Net price item 20: 30 UNI per piece For example. 3-2-1 Logistics → Sales and distribution → Shipping and transportation → Outbound delivery → Change → Single document Select Display document flow. 2-2-5 Overall processing status: open The overall processing status is in the sales order document flow. set the selection date 20 days in the future. you see the delivering plant for the item on the Procurement or the Sales tab page.2-2-2 From plant 1000 For example. 3-1-2 Select the Picking tab page. Standard order: Overall processing status: completed 3-2-2 Outbound delivery: Overall processing status: open (C) SAP AG LO150 4-2 .

8-1-4 The transfer request and goods delivery are part of the outbound delivery. 6-1-1 Logistics → Sales and distribution → Shipping and transportation → Outbound delivery → Change → Single document Picking Quantity Item 10 Item 20 10 20 6-1-2 Choose Post Goods Issue. 5-1-1 Logistics → Sales and distribution → Shipping and transportation → Picking → Create transfer order → Single document The document number is assigned by the system. Both steps are completed. 8-1-1 Logistics → Sales and distribution → Shipping and transportation → Outbound delivery → Change → Single document Choose Document flow Outbound delivery: Overall processing status: being processed 8-1-2 WM-transfer orders and goods for outbound delivery 8-1-3 The subsequent billing document has not yet been entered for outbound delivery. There are 90 units in stock in plant 1000. and choose Refresh. The document retains the status being processed until shipping processing is completed with the creation of the billing document.4-1-1 Logistics → Materials management → Inventory management → Environment → Stock → Stock overview There are 100 units in stock in plant 1000. (C) SAP AG LO150 4-3 . 7-1-1 Switch to the second session.

9-2-1 Logistics→ Sales and distribution → Billing→ Billing document → Display Choose Display doc.6010-1-2 Amount due (final amount – cash discount): 1320 . header details. The document number is assigned by the system.60 = 1280. Accounting document: Overall processing status: cleared (C) SAP AG LO150 4-4 . The following accounts have been posted to: The customer account Motomarkt Heidelberg Domestic Net Sales (per item) Output tax 9-2-3 Logistics→ Sales and distribution → Billing→ Billing document → Display Select Display document flow. Outbound delivery: Overall processing status: completed 9-2-4 The accounting document is automatically generated in the background when the billing document is created. 9-2-5 Accounting document: Overall processing status: not cleared 10-1-1 Final amount 1320 (corresponds to the total amount of the invoice) Cash discount 39. Company code 1000 9-2-2 Choose Accounting Overview Select the accounting document.9-1-1 Logistics → Sales and distribution → Billing → Billing document → Create Choose Save.39.40 Accounting→ Financial accounting→ Accounts receivable→ Document entry→ Incoming payment 10-1-3 Logistics→ Sales and distribution → Billing→ Billing document → Display Select Display document flow.

Additional documents are created for accounting Status in all relevant sales documents is updated Sales information system is updated Customer credit management account is updated (C) SAP AG LO150 4-5 .11-1-1 Pre-Sales Activities Sales Order Processing Procurement Shipping Billing Payment 11-1-2 Choose Display document flow. the billing document can be generated for outbound delivery) Status in all relevant sales documents is updated 11-1-6 Accounting document is created. for Controlling) The billing index is updated (by doing so. 11-1-3 Order header Item Schedule line 11-1-4 Header Item 11-1-5 Stock quantity is updated Values are updated in inventory accounting Requirements are updated Other accounting documents are generated (for example.