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

Khan Pedrollo nk Ltd. (dd/mm/y yyy) 0.0 Doc Id: <Document Id> Revision History Versi Date of on Release No. Rafiqul Hossain Reviewed By Approved By List of changes from Previous Version Initial Document Mohiuddin H.0 Page 2 .1. Confidential Ver.0 03/04/201 0 Prepared By Md.1.Jagoron Sales order to Invoice Process V 1.

0 Page 3 . Confidential Ver. system against the reference of the quotation.1.VL03N Open sales order list: VA05 Post goods issue .0 Doc Id: <Document Id> Sales Order to Invoice against a Quotation (Corporate): S/N 1 Actor Customer Outline Give a sales order against Quotation to BD (Business development) Executive. Give the Order to Sales Executive against the quotation ref.VL02N VL02N Manu bar.Billing document > Issue output to > Issue output to / screen 7 FI Executive SAP 8 FI Executive Taka a print copy for Invoice SAP Process Flow: Pedrollo nk Ltd.VL02N Display.Extras > Delivery output > Header / Item Create – VF01 Edit – VF02 Display – VF03 Maintain Billing due list – VF04 Display .Jagoron Sales order to Invoice Process V 1. Create a delivery note against sales order. Create the Sales order on. Pick the quantity against order quantity or partial delivery Take a print copy for delivery notice and provide this as challan Create a Invoice against delivery Interface /Reference Manual Transaction Code 2 BD Executive SD Executive Manual 3 SAP 4 SD Executive SAP 5 6 SD Executive SD Executive SAP SAP Create Sales order – VA01 Edit or rejection – VA02 Display Sales order – VA03 List all Sales order – VA05 Create – VL01N Edit .VF03 Manu bar. Shipping point will be mention.

Interface / Reference Manual SAP Transaction Code Billing Create Sales order – VA01 Edit or rejection – VA02 Display Sales order – VA03 List all Sales order – VA05 3.0 Doc Id: <Document Id> Sales Quotation Event Customer Request for Quotation Customer Request Sales order against Quotation Customer Sales Quotation Delivery Note Business Development Dep.VL03N Open sales order list: VA05 3. If credit limit is over then System will deny the order and SD Executive will communicate this to customer.Jagoron Sales order to Invoice Process V 1.VL02N Display.1.2. based on which He will inform Dealer about the availability of the product. Confidential SAP SAP SAP Ver. Check the Item ready for Delivery on shipping points Pedrollo nk Ltd.1. Requisition slip for Quotation Request for Sales Order by Quotation Sales & Distribution Dep. Cancel the Sales Order. SAP SAP SAP Create – VL01N Edit . System against Order Sheet.2 Sales Executive 3. Create a Sales order based on. Quotation Order Entry Sales Order Entry Delivery Due List Post Goods Issue FI Executive Sales Order to Invoice: Dealer S/N 1 3 Actor Customer SD Executive Outline Give A Sales Order on Sales Order Sheet.0 Page 4 .1 Distributor Executive If Stock is not available system will give schedule line.1 Sales Executive 3. If Dealer Refuse to take the delivery on the specific date.1.1 System 3.1.1.1. If all the Stock is available create a delivery note against the order.2 Sales Executive 3.1 Sales Executive Check the Credit Limit and If Its within allowable Credit then accept the Order.

2 Sales Order Entry Order C onfirm ation 4.Billing document > Issue output to > Issue output to / screen Complete Process flow: Sales Order P rocessing – Make to S tock Event C ustomer need to buy product C ustomer Paym ent R eceived Custom er D elivery N ote C ustom er Invoice Sd E xecutive C redit Accepted 4.0 Doc Id: <Document Id> 3.1.1.7 V1D AR-Incoming Payment -Lockbox Pedrollo nk Ltd.5 AR Executive AR Executive basis Do the Transport and Loading Planning based on Item to be delivered list Create a PGI and Print Delivery Note.Jagoron Sales order to Invoice Process V 1.4 D elivery D ue List 4. Confidential Ver.4 3.1.5 Post Goods Issue Inventory C OGS Pick List Yes Credit Manager 4.VL02N SAP SAP 3.1 Set C ustomer C redit Limit Yes W arehouse C lerk Yes No D oes stock exist in required storage location ? No 4.3 V4A C redit Management V4A C redit Approved A ccounts R eceivable No AR D ocum ent 4.6 AR Executive Taka a print copy for Invoice and give it dealer point SAP VL06 Create – VF01 Edit – VF02 Display – VF03 Maintain Billing due list – VF04 Display .1.2 Distributor Executive Distributor Executive 3.2.2.1.6 Billing C ash F low End Process 4.VF03 Manu bar.4 Stock M ovement 4.0 Page 5 . They physically Deliver the products View the Open Delivery List Make Invoice against the Delivery Manual SAP Post goods issue .1.1.3 3.2.2.

1 SD Executive SD Executive 4.Billing document > Issue output to > Issue output to / screen 11 SD Executive SAP Pedrollo nk Ltd.VL03N Open sales order list: VA05 Post goods issue . give a schedule line to customer If customer doesn’t agree with the proposed schedule line.1 2. Cancel the order Create a delivery against sales order SAP SAP SAP SAP 6 7 8 SD Executive Customer SD Executive Deliver the Quantity Fill up the 3 ply Challan of warranty Card The Product delivers against post goods issue and kept the challan on file Create an Invoice against delivery SAP Manual SAP Create – VL01N Edit .1. Confidential Ver.2 SD Executive 5 SD Executive Check Stock on System If Stock is not available at current plan.VF03 Manu bar. Interface / Reference Manual Manual Mail Transaction Code 3 SD Executive SAP Create Sales order – VA01 Edit or rejection – VA02 Display Sales order – VA03 List all Sales order – VA05 4 4.0 Doc Id: <Document Id> Sales Order to Invoice without Quotation: OTC S/N 1 2.2 Actor Customer Customer SD Executive Outline Ask a sales order to SD Executive.0 Page 6 . Ask for some discount Take approval from Management (Upper Limit 10%) Create the Sales order on system.Jagoron Sales order to Invoice Process V 1.VL02N Display.VL02N VL06 9 SD Executive SAP 10 SD Executive Taka a print copy for Invoice and give a copy to customer Receive cash against the invoice order and clear the invoice SAP Create – VF01 Edit – VF02 Display – VF03 Maintain Billing due list – VF04 Display .

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