SAP ® Sales & Distribution Cheat Sheet

Learn more at: www.michaelmanagement.com

MASTER DATA
XD04 XD05 VK11/VK12/VK13 VB01/VB02/VB03 VB11/VB12/VB13
Display change Used to block Customer Create/Change/ Create/Change/Display Listing/Exclusion. Use to Create/Change/Display
XD01/XD02/XD03 documents – on different levels: Display Conditions, restrict customer’s buying choice. If materials Material determination –
Create/Change/Display Track the changes Global or Sales Areas. i.e. price conditions, are on the exclusion list, customer cannot buy Manage materials
customer. Data can be entered on for customer discounts, etc. them. If listing is used, customer can buy substitutions. If Product A
the different levels e.g. Company master. materials only from Listing list. Possible to set is not in stock, substitute
code level, Sales Area level. by customer group and material group. with Product B.

VD51/VD52/VD53 CS61/CS62/CS63
Create/Change/Display Create/Change/Display Sales Order Bill of
Customer-Material master record, Material. Use to create make-to-order CREDIT MANAGEMENT
e.g. customer material number production of products according to the
determination in Sales Order. requirements of customers. FD32/FD33
Change/Display Customer credit management.
Reports VD59 VCUST V/LD Use to set up credit limits, credit horizon, risk
Reports
List Customer- Customer Pricing categories per customers/credit control areas,
check payment history, status. VKM1
Material-Info. list. reports.
Blocked SD Documents.
F.34
Mass Change Customer Credit Management.
VKM2
VKM4 Released SD Documents.
SALES Use to release blocked SD Document.

VA41/VA42/VA43 VA11/VA12/VA13 VA21/VA22/VA23 VA01/VA02/VA03 Sales Orders.

Create/Change/Display When creating
Create/Change/Display Inquiry. Create/Change/Display Create/Change/ Credit and Debit memo
Contract. Sales Order credit/debit memo
Initial sales activities can be Quotation. Created as a Display Order. With requests, i.e. price corrections,
can be created with the request, create
created in the form of inquiry, e.g. response to customer’s inquiry. this transaction you mistakes, rebates.
reference to a contract. documents with
customer is asking for a specific Quotation has validity period. can create.
Returns & Consignments. reference.
product, price or availability.

Reports
VA51/VA52/VA53 CO09 VBO1/VBO2/VBO3 VB(D
Create/Change/Display Stock availability overview. To check Create/Change/Display Extend Rebate agreement. VA15 VA25 VA05N VA45
Item proposal. Manage the the availability of special stock, please rebate agreement. Use to extend the validity
list of materials and order tag the corresponding radio button. date of the existing rebate Inquires Quotations List of Sales List of
quantities that can be agreement. list. list. Orders. Contracts.
copied into a sales order.
 SAP ® Sales & Distribution Cheat Sheet
Learn more at: www.michaelmanagement.com

BILLING
Reports

VF01/VF02/VF03 VF11 VBOF VF31 FBL5N VF05N VB(8

Create/Change/Display Cancel billing
Billing document. document.
Appropriate
reversal reason
must be entered.
Update billing Issue billing Accounts Receivable. Used to List of Billing List Rebate
documents. Data documents. Used to display billing documents per Documents. Agreements
update after process outputs for account with document status Credit Management.
rebate conditions billing documents (print (Cleared/opened items). Option
are applied. forms, IDOC’s, etc.) of mass changing payment data.

SHIPPING AND TRANSPORTATION

VL01N/VL02N/VL03N
Create/Change/Display Outbound Delivery. After
an outbound delivery is created, it can be packed
via VL02N and Goods issue can be posted.
MY NOTES
VL10
Collective processing of Documents due for
delivery. Used for mass outbound delivery
creation. Log track the progress is available.

VL10B VL71 VT01N/VT02N/VT03N VT06

Collective processing for Stock Outbound Create/Change/Display Shipment mass
Transfer Order. Use to mass create delivery Shipment. changes.
outbound deliveries for STO. output.

VLPOD
Change document. Use to process proof of delivery in order to proceed further with billing creation. If Proof of Delivery is
configured in customer master, the invoice cannot be issued until the customer confirms the goods are received.

Reports
VL06O VT11 VT12 VT14
Outbound delivery Transportation Shipment Utilization
monitor. Planning List. completion list. list.