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Advanced Intercompany Sales (5D2_DE) PUBLIC
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Test Script PUBLIC

SAP S/4HANA Cloud - 23-12-21
Advanced Intercompany Sales (5D2_DE)
Table of Contents
1 Purpose
1.1 Main Abbreviations Used in the Document
2 Prerequisites
2.1 System Access
2.2 Roles
2.3 Master Data and Organizational Data, and Other Data
2.4 Additional Manual Configuration
2.5 Business Conditions
2.6 Preliminary Steps
2.6.1 Create Condition Records (Optional)
2.6.2 Preliminary Steps BRF+ Settings for Delivery Documents
2.6.2.1 BRF+ Settings for Delivery Documents
3 Overview Table
4 Test Procedures
4.1 Create Sales Order
4.2 Process Sales Order Approval (Optional)
4.3 Create Pro Forma F5 Invoice (Optional)
4.4 Create Delivery
4.5 Perform Picking
4.6 Post Goods Issue
4.7 Confirm Transfer of Control Dates
4.9 Create Intercompany Invoice
4.10 Display Intercompany Supplier Invoice
4.11 Create F2 Invoice
4.12 Add Text in Billing Document (Optional)
4.13 Monitor Intercompany Sales Value Chain
4.13.1 Display Intercompany Sales Value Chain
4.13.2 Display Intercompany Purchase Order
4.13.3 Display Intercompany Sales Order
4.13.4 Display Intercompany Supplier Invoice

1 Purpose
This scope items lets you sell from stock and manage seamless intercompany sales transactions between affiliated organizations.
A new process creates an additional purchase order in the selling company and a sales order in the delivery company. The process uses valuated stock in transit (VSIT) to enable:
● Profitability reporting for both affiliated companies
● Seamless change of control between affiliates and customer
● Event-based revenue recognition
● Material ledger and cost component split
● Integrated product and trade compliance checks
● Integration into transportation management including freight costs
This document provides a detailed procedure for testing this scope item after solution activation, reflecting the predefined scope of the solution. Each process step, report, or item is covered in its
own section, providing the system interactions (test steps) in a table view. Steps that are not in scope of the process but are needed for testing are marked accordingly. Project-specific steps must be
added.
Values in this test script (decimal notation, date formats, and so on) are presented in U.S. standard notation. If your test system is set up to use a different notation, enter values as appropriate.
1.1 Main Abbreviations Used in the Document
Abbrevia- Explanation
tion
SiT Stock in Tran-
sit

2 Prerequisites
This section summarizes all the prerequisites for conducting the test in terms of systems, users, master data, organizational data, other test data and business conditions.
Testing in a 3-System Landscape
In a 3-system landscape (with SAP Central Business Configuration as your configuration environment), changes to software and business configuration are applied to your systems independently of
one another. It is therefore your responsibility to manage the active business configuration in your systems and synchronize configuration data in your SAP S/4HANA Cloud system landscape. A
synchronization is required, for example, after you've enhanced the scope, extended configuration, or adopted new or changed content from content updates or upgrades. For more information, refer
to the product assistance in the SAP Help Portal
Before testing, if you want to use all software features described for the process steps, reports, or items in this document, we recommend the Business Process Configuration Expert in your organiza-
tion has upgraded the configuration content and deployed the configuration data to your system landscape.
If the decision is not to upgrade the configuration content in your test or production system, you can run regression tests of software changes using the procedures in the previous test script version
(see the following link ).
2.1 System Access
Sys- Details
tem
Sys- Accessible via SAP Fiori launchpad. Your system administrator provides you with the URL to access the various apps assigned to your
tem role.
2.2 Roles
Create business roles using the following business role templates delivered by SAP and assign them to your individual test users.
Alternatively, if available, you can use the following spaces delivered by SAP. You create a space with pages containing predefined essential apps and assign it to the business role. You then assign
this business role to your individual users.
For more information, refer to How to Create a Business Role for the Administrator in the product assistance for SAP S/4HANA Cloud.
Name (Role Template) ID (Role Template) Name (Launchpad Space) ID (Launchpad Space) Log
On
Master Data Specialist - Product Data SAP_BR_HOME_PRODHRY_SPECIALIST
Name (Role Template) ID (Role Template) Name (Launchpad Space) ID (Launchpad Space) Log
On
(MDG)
Inventory Manager SAP_BR_INVENTORY_MANAGER Inventory Manager SAP_BR_INVENTORY_MANAGER
Internal Sales Representative SAP_BR_INTERNAL_SALES_REP Internal Sales Representative SAP_BR_INTERNAL_SALES_REP
Shipping Specialist SAP_BR_SHIPPING_SPECIALIST Shipping Specialist SAP_BR_SHIPPING_SPECIALIST
Billing Clerk SAP_BR_BILLING_CLERK Billing Clerk SAP_BR_BILLING_CLERK
Accounts Payable Accountant SAP_BR_AP_ACCOUNTANT General Ledger Accountant SAP_BR_AP_ACCOUNTANT
Configuration Expert SAP_BR_CONFIGURATION_EXPERT
2.3 Master Data and Organizational Data, and Other Data

The organizational structure and master data of your company has been created in your system during activation. The organizational structure reflects the structure of your company. The master data
represents materials, customers, and vendors, for example, depending on the operational focus of your company.
In our example the Sales Organization 1010 is selling the product TG12 to the domestic Customer 10100002 in Germany. The goods are directly shipped to the customer from the plant 1710 in
US (which is owned by the US Delivering Company 1710). Meanwhile, Stock in Transit that is owned by the Selling Company 1010 is assigned to the plant 1010 of the Selling Company 1010.
The Delivering Sales Organization 1710 will create an intercompany invoice towards the Selling Company 1010, while the Customer’s Company 1010 will receive a supplier invoice from the
Delivering Company 1710.
You can either use your own master data or the following sample data to go through the test procedure.
Master Value Details Comments

Material TG12 Trading Good for Reg. Trading (reorder point planning) Material which is used to be
provided to the customer.
Customer 10100002 Domestic Customer DE 2
Intercompany Payer 10401010 In the US Delivering Company 1710’s view, this ID represents the Customer Company 1010 as a customer. It acts
as the payer in both the sales order and the intercompany invoice in the US Delivering Company1710.
Intercompany Supplier 17401710 In the Customer Company 1010’s view, this ID represents the US Delivering Company 1710 as a vendor. It acts as
the invoicing party in both the purchase order and the supplier invoice in the Customer Company 1010.
Intercompany Plant 10411010 In the US Delivering Company 1710’s view, this ID represents the plant 1010 as a customer. It acts as the sold-to-
Customer party in both the sales order and the intercompany invoice US Delivering Company 1710.
Master Value Details Comments
Intercompany Plant 17411710 In the Customer Company 1010’s view, this ID represents the plant 1710 as a vendor. It acts the vendor in the pur-
Supplier chase order and in the supplier invoice in the Customer Company 1010.
Selling Company’s 1010 Sales organization in selling company 1010 and is responsible for creating invoice to customer.
Sales Organization
Delivering Company’s 1710 Sales organization in delivering company 1710 and is responsible for creating intercompany invoice.
Sales Organization
Distribution Channel 10 Direct Sales
Division 00 Product Division 00
For more information on creating master data objects, see the following Master Data Scripts (MDS)
Master Data Script Reference
Table 1: Master Data Script Reference
Master Data Description
ID
BNF Create Product Master of Type "Trading
Good"
BNE Create Supplier Master
BND Create Customer Master
2.4 Additional Manual Configuration

Before you can test this scope item, you must have completed the additional configuration steps that are described in the Set-Up Instructions for this scope item. These configuration steps are specific
for your implementation and include mandatory settings that are not delivered by SAP and must be created by you. For more information, refer to the Set-Up Instructions for this scope item on SAP
Best Practices Explorer (https://rapid.sap.com/bp/#/browse/scopeitems/<enter the scope item ID>).

2.5 Business Conditions
Scope Item Business Condition

BNZ - Create New Open MM Posting Pe- Open new posting period in company codes 1710 and 1010 respectively.
riod
2.6 Preliminary Steps
Test Administration
Customer project: Fill in the project-specific parts.
Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date
Business
Role(s)
Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
Prerequisite
Please refer to test script Create New Open MM Posting Period - MDS (BNZ) to open new posting period in company codes 1710 and 1010.
Procedure
Test Test Step Instruction Expected Result Pass / Fail /

Step # Name Comment
1 Log On Log on the SAP Fiori launchpad as an Inventory Manager. The SAP Fiori launchpad displays.
Step # Name Comment
2 Access the Open Manage Stock (F1062). The Manage Stock screen displays.
App
3 Enter Mate- Make the following entries and choose Enter: The Stock overview for the material displays.
rial ● Material: TG12
● Plant: <Supply Plant in affiliate company>, for exam-
ple, 1710
4 Select Select an initial stock to add, for example: A dialog displays.

Stock ● Storage Location: <Storage Location in the affiliate The Storage Location, Stock Type and Current Quantity display ac-
supply plant>, for example, 171A cording to the previous step entries.
2.6.1 Create Condition Records (Optional)
Purpose
In case you have finetuned the access sequence of SAP pre-shipped condition types, the relative condition records should be created accordingly.
Master Data Script Reference
Master Data Description

ID
BET Create Sales Pricing Condi-
tion

2.6.2 Preliminary Steps BRF+ Settings for Delivery Documents
2.6.2.1 BRF+ Settings for Delivery Documents
Purpose
This process step shows you how to define the system determination of output parameters for printing a delivery document.
Procedure

Step # Name Comment
1 Log On Log on to the SAP Fiori launchpad as an Administrator. The SAP Fiori launchpad displays.
2 Access the Open Output Parameter Determination . The Output Parameter Determination screen displays.
App
3 Output In the Select Business Rule section, make the following entries: Details are displayed in the Maintain Business Rules section.
Type ● Show Rules for: Outbound Delivery
● Determination Step: Form Template
4 Add Rules Expand the Maintain Business Rules section. Choose Edit. In the Table Con- The relevant form is added.
tents, choose Insert New Row and enter the following entries: Insert after the line the last Sender Country mentioned in the list
● Output Type: DELIVERY_NOTE and insert before the lines with no Sender Country mentioned.
● Sender Ctry/Reg.: DE
● Form Template: SDDOC_DEL_STANDARD_DE
5 Activate Choose Activate. Rules are activated.

3 Overview Table
The scope item consists of the process steps provided in the following table.
If your system administrator has enabled spaces and pages on the SAP Fiori launchpad, the homepage will only contain the essential apps for performing the typical tasks of a business role.
You can find all other apps not included on the homepage using the search bar.
If you want to personalize the homepage and include the hidden apps, navigate to your user profile and choose App Finder.
Process Step Business Role Transaction\App Expected Results

Create Sales Order [page ] 12 Internal Sales Represen- Manage Sales Orders (F1873) Sales order is created.
tative
Process Sales Order Approval (Optional) [page ] 14 Sales order is approved.
Create Pro Forma F5 Invoice (Optional) Billing Clerk Create Billing Documents - VF01 (VF01) Billing with F5 type is created.
[page ] 14
Create Delivery [page ] 16 Shipping Specialist Create Outbound Deliveries - From Sales Orders Delivery is created.
(F0869A)
Perform Picking [page ] 17 Shipping Specialist Manage Outbound Deliveries (F0867A) Material is picked.
Post Goods Issue [page ] 18 Shipping Specialist Manage Outbound Deliveries (F0867A) The goods issue is posted.
Confirm Transfer of Control Dates Shipping Specialist Manage Outbound Deliveries (F0867A) Transfer of Control Dates are confirmed.
[page ] 20
Create Pro Forma F8 Invoice (Optional) Billing Clerk Create Billing Documents - VF01 (VF01) Billing with F8 type is created.
[page ] 23
Create Intercompany Invoice [page ] 24 Billing Clerk Create Billing Documents (F0798) Billing with IV2 type is created. Intercompany Supplier Invoice is
created automatically.
Display Intercompany Supplier Invoice Accounts Payable Ac- Supplier Invoices List (F1060a) Intercompany Supplier Invoice displays.
[page ] 26 countant
Create F2 Invoice [page ] 28 Billing Clerk Create Billing Documents (F0798) Billing with F2 type is created.
Add Text in Billing Document (Op- Billing Clerk Change Billing Documents (VF02)
tional) [page ] 30

Process Step Business Role Transaction\App Expected Results
Monitor Advanced Intercompany Sales Internal Sales Represen- Monitor Value Chains (F4854) Monitor Value Chains displays
Value Chain tative

4 Test Procedures
This section describes test procedures for each process step that belongs to this scope item.
4.1 Create Sales Order
Test Administration

Date
Business
Role(s)
Purpose
This process step shows you how to create sales order in the selling company, then goods will be directly delivered to the customer from the affiliate company/plant.
Procedure
Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as an Internal Sales Representative. The SAP Fiori launchpad displays.

Step # Comment
2 Access the App Open Manage Sales Orders (F1873). The Manage Sales Orders screen dis-
plays.
3 Navigate to Create On the Manage Sales Orders screen, choose Create Sales Order. The Sales Order screen displays.
Sales Order Screen
4 Enter Sales Document Order Type: OR The Create Sales Order: Overview screen
Type Sales Organization: 1010 displays.
Distribution Channel: 10
Division: 00
Choose Enter.
5 Enter Order Details Sold-to Party: 10100002

Cust. Reference: PO number
Deliver.Plant: <Delivery Plant in another company code>, for example,
1710
Plant: <Delivery Plant in another company code>, for example, 1710
Material: <material number>, for example, TG12.
Order Quantity: <quantity>, for example, 10.
6 Enter Tax Departure On the top menu, choose More > Goto > Header > Billing .
Country
7 Tax Country/Region In the Billing section, input:

Tax Departure C / R: DE
8 Go Back Choose Back. The Create Standard Order: Overview

screen displays.
9 Check Transit Plant Choose the line item and choose Display Item Details. Choose Shipping tab, check the value The right Transit Plant displays.
of the field Transit Plant, for example, 1010.
10 Save Choose Save. A sales order is created.

Make a note of the sales order number.
11 Check Intercompany Execute the step Display Intercompany Purchase Order [page ] 34 to check the Intercom- Intercompany Purchase Order is automat-
Purchase Order pany Purchase Order automatically created by the above sales order. ically created successfully.

Step # Comment
12 Check Intercompany Execute the step Display Intercompany Sales Order [page ] 35 to check the intercompany Intercompany Sales Order is automati-
Sales Order sales order automatically created by the above sales order. cally created successfully.
4.2 Process Sales Order Approval (Optional)

Follow the procedure in Process Sales Order Approval steps in the scope item Sell from Stock (BD9).
Purpose
This process step shows you how to review the sales orders that might be approved.
Procedure
Complete the activities of Process Sales Order Approval step described in the scope item Sell from Stock (BD9).
Test Administration

Date
Business
Role(s)

Purpose
This process step shows you how to create Pro Forma F5 Invoice by referring the intercompany sales order created in the previous step.
Procedure

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as a Billing Clerk. The SAP Fiori launchpad displays.
2 Access the App Open Create Billing Documents - VF01 (VF01). The Create Billing Documents screen displays.
3 Maintain Billing Choose billing type Pro Forma Invoice for Order (F5) and maintain billing date, for ex-
Date ample, current date.
Enter Intercompany Sales Order number in the input field Document which is created in
the previous step.
Choose Enter.
4 Save Choose Save. The F5 billing document is created.
5 Search Billing Open Display Billing Documents (VF03). The Display Billing Document screen displays.
Document
6 Display Billing On the Display Billing Documents (VF03) screen, enter the Billing Number and choose The Billing Document screen displays.
Document Continue.
7 Check Output On the Pro Forma Invoicexxxxxxxx (F5) Display: Overview screen, choose Change and The Pro Forma for Order xxxxxxxx ( F5)
Condition then choose More > Goto > Header > Output . Change: Output screen displays.
8 Display Print Pre- On the Invoice Change: Output screen, select the output entry and choose Display PDF Preview for PDF document displays.
view Document.
9 Print Billing Doc- From the preview of the document, choose Print.
ument

4.4 Create Delivery
Test Administration

Date
Business
Role(s)
Purpose
This process step shows you how to create the delivery.
Procedure

Step # Name Comment
1 Log On Log on to the SAP Fiori launchpad as a Shipping The SAP Fiori launchpad displays.
Specialist.
2 Access the Open Create Outbound Deliveries - From Sales Or- The Create Outbound Deliveries-From Sales Orders screen displays.
App ders (F0869A).
3 Search Sales Make the following entries and choose Go: The Create Delivery: Overview screen displays.
Order ● Shipping Point: 1710
● Planned Creation Date: <delivery se-
lection date>

Step # Name Comment
● Order: <sales order number created
previously>
4 Create Deliv- Select your sales order items and choose Create Creation of a delivery is triggered.
ery Deliveries.
5 Check Details Choose Display Log. The Analyze Delivery Log screen displays. Delivery is created successfully with deliv-
ery number shown on the Deliveries tab.
4.5 Perform Picking
Test Administration

Date
Business
Role(s)
Purpose
This process step shows you how to take goods from a storage location and staging the right quantity in a picking area where the goods are prepared for shipping.

Procedure

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as a Shipping Specialist. The SAP Fiori launchpad displays.
2 Access the App Open My Outbound Delivery Monitor (VL06O). The Manage Outbound Deliveries
screen displays.
3 Open Outbound Delivery Monitor On the Outbound Delivery Monitor screen, choose For Picking.
4 Enter Shipping Point On the Manage Outbound Deliveries screen, make the following entry:
● Shipping Point: 1710
5 Select the Only Picking without WM Check- Choose Only Picking without WM.
box and Choose Execute Choose Execute.
6 Select the Outbound Delivery On the Day's Workload for Picking screen, select your outbound delivery
and choose Change Outbound Deliveries.
7 Enter Picked Quantity On the Outbound Delivery xxx Change: Overview screen, choose Picking
and enter quantity in the Picked Qty field.
Picking status is set to Completely processed if picked quantity and delivery
quantity are equal.
Deviations in quantity can be solved by the Copy Picked Quantity as Deliv-
ery Quantity function.
8 Save Document Choose Save.
4.6 Post Goods Issue
Test Administration

Date
Business
Role(s)
Purpose
This process step shows you how to post the goods issue.
Procedure
Test Test Step Name Instruction Expected Result Pass / Fail

Step # / Com-
ment
1 Log On Log on to the SAP Fiori launchpad as a Shipping Spe- The SAP Fiori launchpad displays.
cialist.
2 Access the App Open My Outbound Delivery Monitor (VL06O). The Manage Outbound Deliveries screen displays.
3 Open Outbound Delivery Choose For Goods Issue.

Monitor Make the following entry and choose Execute.
4 Post Good Issue Mark the relevant delivery and choose Post Goods Is- The goods issue is posted to Stock in Transit of delivering company, for example,
sue. 1010. The other follow-on good movements are posted or scheduled for later
Select today’s date in the dialog box. posting according to the Transfer of Control Dates.
Choose Continue.
5 Check Status of Ad- Execute the step Display Intercompany Sales Value The status of the Advanced Intercompany Sales Value Chain is correct. The other
vanced Intercompany Chain [page ] 32 to check the status of the Advanced follow-on good movements are posted or scheduled for later posting successfully
Sales Value Chain Intercompany Sales Value Chain. according to the Transfer of Control Dates.

Printing Form

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as a Shipping Specialist. The SAP Fiori launchpad displays.
2 Access the App Open Display Outbound Delivery (VL03N). The Display Outbound Delivery screen
is displayed.
3 Issue Delivery Choose For Goods Issue. The Delivery: Output screen displays.
Output Make the following entries and choose Execute.
On the Display Outbound Delivery, enter the Delivery number, and choose Continue.
On the Delivery xxxxxxxxxxx Display: Overview:
choose More > Extras > Delivery > Output > Output Control .
4 Print Preview On the Delivery: Output screen, select the line with the Output Type DELIVERY_NOTE, and A preview of the print document dis-
choose Display PDF Document. plays.
5 Print Delivery From the preview of the document, choose Print. The delivery note is printed.
Note
Financial Posting
Material Debited Account Credited Account Cost Element / CO Ob-

ject
Trading Good (HAWA) 13600000 Inventory - Trading Goods 13600000 Inventory - Trading Goods none
4.7 Confirm Transfer of Control Dates
Test Administration

Date
Business
Role(s)
Purpose
This process step shows you how to confirm transfer of control dates. Normally the transfer of control dates is confirmed by API or TM integration based on Incoterms.
Procedure
Test Test Step Name Instruction Expected Result Pass /

Step Fail /
# Com-
ment
1 Log On Log on to the SAP Fiori launchpad as a Shipping Specialist. The SAP Fiori launchpad
displays.
2 Access the App Open My Outbound Delivery Monitor (VL06O). The Manage Outbound
Deliveries screen displays.
3 Open Outbound Choose For Goods Issue. Goods Issue for Outbound
Delivery Monitor Make the following entries and choose Execute. Deliveries to be Posted
screen displays.
4 Change Outbound Mark the relevant delivery and choose Change Outbound Deliveries. Outbound Delivery <Out-
Deliveries bound Delivery> Change:
Overview screen displays.
5 Confirm Internal On the top menu, choose More > Goto > Header > Shipment , check the field Planned Dates and Time at the screen Internal Transfer of Con-
Transfer of Con- block Internal Transfer of Control Dates, input new actual date and time in the field Actual Date and Time to reflect trol Dates are confirmed.
trol Dates and the actual case, for example, current System Date and Time.

Step Fail /
# Com-
ment
Times This field controls when the goods movement will be posted from Stock in Transit of the delivering company to the
selling company. If the Planned Date and Time or Actual Planned Date and Time is earlier than the System Date
and Time, system will post the goods movement immediately when Goods Issue is posted on the Outbound Delivery.
If the Planned Date and Time or Actual Planned Date and Time isin the future,system will post the goods movement
one day later than then this date and time.
6 Confirm External At the screen block External Transfer of Control Dates, check the field Planned Dates and Time, input new actual date External Transfer of Con-
Transfer of Con- and time in the field Actual Date and Time to reflect the actual case, for example, current System Date and Time. trol Dates are confirmed.
trol Dates This field controls when the goods movement will be posted from Stock in Transit of the selling company to customer.
If the Planned Date and Time or Actual Planned Date and Time is earlier than the System Date and Time, system
will post the goods movement immediately when Goods Issue is posted on the Outbound Delivery. If the Planned Date
and Time or Actual Planned Date and Time is in the future, system will post the goods movement one day later than
this date and time.
Financial Posting
Post Goods Issue from Issuing SiT in delivering company
Material Debited Account Credited Account Cost Element / CO Object

Trading Good 51600000 Inventory - Consumption - Trading 13600000 Inventory - Trading 51600000 Consumption - Trading
(HAWA) Goods Goods Goods
Post Goods Receipt to storage location in selling company 1010

ject
Trading Good (HAWA) 13600000 Inventory - Trading Good 21120000 Goods Received/Invoice Received none
Post Goods Issue from storage location in selling company 1010

ject
Trading Good (HAWA) 13600000 Inventory - Trading 13600000 Inventory - Trading Goods none
Post Goods Issue from SiT to Customer in selling company 1010

Trading Good 51600000 Inventory - Consumption - Trading 13600000 Inventory - Trading 51600000 Consumption - Trading
(HAWA) Goods Goods Goods
Test Administration

Date
Business
Role(s)
Purpose
This process step shows you how to create Pro Forma invoice in the selling company.

Procedure

Step # Comment
2 Access the App Open Create Billing Documents - VF01 (VF01). The Create Billing Documents screen
displays.
3 Maintain Billing Choose billing type Pro Forma Invoice for Delivery (F8) and maintain billing date, for exam-
Date ple, current date.
Enter Delivery Number.
Choose Enter.
4 Save Choose Save. The F8 billing document is created.
5 Search Billing Open Display Billing Documents (VF03). The Display Billing Document screen
Document displays.
6 Display Billing On the Display Billing Documents (VF03) screen, enter the Billing Number, and choose The Billing Document screen displays.
Document Continue.
7 Check Output Con- On the Pro Forma Invoicexxxxxxxx Display: Overview screen, choose Change and then The Invoice xxxxxxxx Change: Output
dition choose More > Goto > Header > Output . screen displays.
8 Display Print Pre- On the Invoice Change: Output screen, select the output entry and choose Display PDF Docu- Preview for PDF document displays.
view ment.
9 Print Billing Docu- From the preview of the document, choose Print.
ment
4.9 Create Intercompany Invoice
Test Administration

Date
Business
Role(s)
Purpose
This process step shows you how to create intercompany invoice in delivering company code. In background, intercompany supplier invoice is created automatically in the selling company code by
Value Chain Management.
Procedure

Step # Comment
2 Access the App Open Create Billing Documents (F0798). The Create Billing Documents
screen displays.
3 Define Billing Settings Choose Billing Settings in the bottom bar and make the following settings entries:
Set billing date and type before billing: ON
Create separate billing document for each item of billing due list: ON
Automatically post billing documents: ON
Display billing documents after creation: ON
Choose delivery items to be billed and select quantities: OFF
4 Search for billing due In the search condition, use criteria if necessary, for example, the Delivery Number, press Enter. Sales document(s) display in the
list result.
5 Select item(s) for Select row(s) of SD Document created previously and choose the button Create Billing Docu- The Create Billing Document
billing ments. screen displays.
6 Maintain Billing Date Choose billing type Intercompany Invoice (IV2) and maintain billing date, for example current The draft billing document with
Step # Comment
date, then choose button OK. ID Sxxxxxxxx displays.
7 Save Billing Document On the Billing Document screen, choose Save. The system generates an invoice
The draft version billing document with ID Sxxxxxxxx turns into a saved billing document with ID for billing.
xxxxxxxx. Make a note of the billing document number: __________.
8 Check Intercompany Execute the step Display Intercompany Supplier Invoice [page ] 36 to know the number of the in-
Supplier Invoice tercompany supplier invoice.
Financial Posting
In all the scenarios related to a sales flow, whatever billing document is created (customer invoice, debit note, credit note, intercompany invoice, etc.) the journal entry type is determined according
to the following rule:
● If the Dest. Country/Region is Italy, the FI document type is W1 IT Local Cust. Sales.
● If the Dest. Country/Region is within European Union, the FI document type is W2 IT EU Cust. Sales.
● If the Dest. Country/Region is outside European Union, the FI document type is W3 IT EXEU Cust. Sales.
Financial Posting

Trading Good 12300000 Receivables affiliated Compa- 41001500 Revenue Affiliate - 41001500 Revenue Affiliate -
(HAWA) nies Product Product
4.10 Display Intercompany Supplier Invoice
Test Administration

Date
Business
Role(s)
Purpose
This process step shows you how to display the intercompany supplier invoice automatically created by the IV2 invoice.
Procedure

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as Accounts Payable Accountant. The SAP Fiori launchpad dis-
plays.
2 Access the App Open Supplier Invoices List (F1060a). The Supplier Invoices List
screen displays.
3 Search Intercompany Input intercompany supplier invoice number on the field Invoice Document N o. or input intercompany in- The supplier invoice is listed
Supplier Invoice voice number on the field Reference, which is noted down in the previous step, press Enter. out.
4 Display Intercom- Click the line item of the intercompany supplier invoice. The Supplier Invoice screen
pany Supplier Invoice displays.
5 Display Journal Entry Choose Journal Entries, the Display Process Flow – Accounts Payable screen displays. Click the node Display Document: Data En-
“Journey Entry”, the Journal Entry screen displays. Click Related Applications, choose Display Journal En- try View screen displays.
tries.

Financial Posting

ject
Trading Good 21120000 Goods Received/Invoice Re- 21300000 Company Code 1710 as Business Part- none
(HAWA) ceived ner
4.11 Create F2 Invoice
Test Administration

Date
Business
Role(s)
Purpose
This process step shows you how to create customer invoice.

Procedure

Step # Comment
2 Access the App Open Create Billing Documents (F0798) (F0798). The Create Billing Documents
screen displays.
3 Define Billing Choose Billing Settings in the bottom bar and make the following settings entries:
Settings Set billing date and type before billing: ON
Create separate billing document for each item of billing due list: ON
Automatically post billing documents: ON
Display billing documents after creation: ON
Choose delivery items to be billed and select quantities: OFF
4 Search for billing In the search condition, use criteria if necessary, for example, the Delivery Number. Then press En- Sales document(s) display in the re-
due list ter. sult.
5 Select item(s) for Select row(s) of SD Document created previously and choose the button Create Billing Documents. The Create Billing Document
billing screen displays.
6 Maintain Billing Choose billing type Invoice (F2) and maintain billing date, for example current date, then choose but- The draft billing document with ID
Date ton OK. Sxxxxxxxx displays.
7 Save Billing On the Billing Document screen, choose Save. The system generates an invoice for
Document The draft version billing document with ID Sxxxxxxxx turns into a saved billing document with ID billing.
xxxxxxxx. Make a note of the billing document number: __________.
Financial Posting

ject
Trading Good 12100000 Rcvbls Domestic 41000000 Revenue Domestic – Product none
(HAWA) 22000000 Output Tax (MWS)

4.12 Add Text in Billing Document (Optional)
Test Administration

Date
Business
Role(s)
Purpose
This process step shows you how to add a text in a billing document.
Procedure
Add Text in Billing Document

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as a Billing Clerk. The SAP Fiori launchpad
displays.
2 Access the App Open Change Billing Documents (VF02). The Change Billing Docu-
ments screen displays.
3 Enter the Billing Number On the Change Billing Documents screen, enter the respective billing document number created in The billing document dis-
the previous step. plays.

Step # Comment
Choose Enter.
4 Enter External Invoice Num- Select the Display Header Details icon and then choose the Header Texts tab. The relevant text is added.
ber and Date On the left side, double-click the text type External Number of Invoice and enter your external in-
voice number. Repeat the same for External Date of Invoice and enter the date.
5 Enter Invoice Revision Num- Select the Display Header Details icon and then choose the Header Texts tab. The relevant text is added.
ber and Date (Optional) On the left side, double-click the text type Invoice Revision Number and enter your invoice revi-
sion number. Repeat the same for Invoice Revision Date and enter the date.
6 Save your Changes Save your changes by choosing Save in the footer bar. The billing document is
saved.
Display Billing Document

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as a Billing Clerk. The SAP Fiori launchpad dis-
plays.
2 Access the SAP Open Display Billing Documents (VF03). The Display Billing Docu-
Fiori App ments screen displays.
3 Enter the Billing On the Display Billing Documents screen, enter the respective billing document number and choose Con- The billing document displays.
Number tinue.
4 Check Output On the Invoice xxxxxxxx (F2) Display: Overview of Billing Items screen, choose More > Goto > Header >
Condition Output .
5 Display PDF On the Invoice xxxxxxxx (F2) Display: Output screen, select output item with output type BILLING_DOCU- Preview for PDF document
Document MENT and form template SDBIL_INVOICE_RU. Choose Display PDF Document. displays.

4.13 Monitor Intercompany Sales Value Chain
4.13.1 Display Intercompany Sales Value Chain
Test Administration

Date
Business
Role(s)
Purpose
This process step shows you how to display advanced intercompany sales value chain.
Procedure

Step # Fail /
Comment
1 Log On Log on to the SAP Fiori launchpad as Internal Sales Representative. The SAP Fiori launchpad displays.
2 Access the App Open Monitor Value Chains (F4854). The Monitor Value Chains screen
displays.
3 Adapt Searching Filter Choose Adapt Filters,the screen Adapt Filters pops up. Choose Filter Initial Document, Searching field Process Type is

Step # Fail /
Comment
Status and Process Type, press OK. switched on.
4 Search value chain process Make the following entries and choose Go: Business Processes matches the
● Initiating Document: * + Sales Order number. search criteria are listed out.
● Process Type: <Advanced Intercompany Sales>

You can also enter other document number to search the Advanced Intercompany
Process Chain, for example, Outbound Delivery number, Intercompany Invoice
number and so on.
5 Display the advanced intercom- Click the line item from the Business Processes list. Business Process screen displays.
pany value chain process
6 Check the Status of the advanced Check the value of the field Status on the screen, possible values could be from the list: The status of the intercompany sales
intercompany sales value chain ● Open: Value Chain is triggered value chain displays.
process
● In Process: Value Chain is in processing
● Pending: Value Chain is pending for external processing
● Processed with Errors: Error occurred when executing a process step by Value Chain
Management
● Reprocessing: Value Chain is under reprocessing
● Completed: Value Chain is completed
7 Display the Process Flow of the Choose Process Flow tab in Business Process screen, detailed process steps of Advanced The Process Flow of the Advanced
Advanced Intercompany Sales Intercompany Sales value chain are displayed in a flow chart. Each process step is dis- Intercompany Sales value chain
value chain process played as a node with the following data: process displays.
● Step Name, for example, Sales Order (SOSC)
● Business Document Number, for example, Sales Order (1234)
● Document Type, for example, Sales Order
● Document ID, for example, 1234
● Document Status, for example, Completed
Legend of the color of process node:
Green: process step is Completed
Red: process step is in an Error
Grey: process step is Open

Step # Fail /
Comment
Orange: process step is Pending
Blue: process step is Scheduled
4.13.2 Display Intercompany Purchase Order
Test Administration

Date
Business
Role(s)
Purpose
This process step shows you how to display or check intercompany purchase order of the advanced inter-company sales value chain.
Procedure

Step # Comment

Step # Comment
2 Access the App Open Monitor Value Chains (F4854). The Monitor Value Chains screen dis-
plays.
3 Adapt Searching Filter Choose Adapt Filters, the screen Adapt Filters pops up. Choose Filter Initial Searching field Process Type is switched
Document, Status and Process Type, press OK. on.
4 Search value chain process Make the following entries and choose Go: Business Processes matches the search
● Initiating Document: * + Sales Order number. criteria are listed out.
● Process Type : <Advanced Intercompany Sales>
5 Display the advanced intercompany Click the line item from the Business Processes list. Business Process screen displays.
value chain process
6 Display intercompany purchase or- Locate the line item for the step “IC Purchase Order (POIC)” from the Docu- Document screen displays.
der ments list, click the line item.
7 Note down the purchase order num- Note down the Purchase Order number on the top of the screen.
ber
4.13.3 Display Intercompany Sales Order
Test Administration

Date
Business
Role(s)

Purpose
This process step shows you how to display or check intercompany sales order of the advanced intercompany sales value chain.
Procedure

Step # Comment
plays.
Document, Status and Process Type, press OK. on.
value chain process
6 Display intercompany sales order Locate the line item for the step “IC Sales Order (SOIC)” from the Documents Document screen displays.
list, click the line item.
7 Note down the sales order number Note down the Sales Order number on the top of the screen.
4.13.4 Display Intercompany Supplier Invoice
Test Administration

Date
Business
Role(s)
Purpose
This process step shows you how to display or check supplier invoice of the advanced intercompany sales value chain.
Procedure

Step # Comment
plays.
Document, Status and Process Type, pressOK. on.
value chain process
6 Display intercompany sales order Locate the line item for the step “IC Supplier Invoice (SIIC)” from the Docu- Document screen displays.
ments list, click the line item.
7 Note down the supplier invoice Note down the Supplier Invoice number on the top of the screen.
number

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Example Words or characters quoted from the screen. These include field names, screen titles, pushbuttons labels, menu names,
menu paths, and menu options.
Textual cross-references to other documents.
Example Emphasized words or expressions. www.sap.com/contactsap

EXAMPLE Technical names of system objects. These include report names, program names, transaction codes, table names, and
key concepts of a programming language when they are surrounded by body text, for example, SELECT and IN-
CLUDE.
Example Output on the screen. This includes file and directory names and their paths, messages, names of variables and param-
eters, source text, and names of installation, upgrade and database tools.
Example Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documenta-
tion.
<Exam- Variable user entry. Angle brackets indicate that you replace these words and characters with appropriate entries to
ple> make entries in the system.
EXAMPLE Keys on the keyboard, for example, F 2 or E N T E R .
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Advanced Intercompany Sales (5D2_DE) PUBLIC

Purpose Error: Reference source not found 1

Test Script PUBLIC

Advanced Intercompany Sales (5D2_DE)

Advanced Intercompany Sales (5D2_DE) PUBLIC

1.1 Main Abbreviations Used in the Document

Advanced Intercompany Sales (5D2_DE) PUBLIC

2.1 System Access

Inventory Manager SAP_BR_INVENTORY_MANAGER Inventory Manager SAP_BR_INVENTORY_MANAGER

Internal Sales Representative SAP_BR_INTERNAL_SALES_REP Internal Sales Representative SAP_BR_INTERNAL_SALES_REP

Shipping Specialist SAP_BR_SHIPPING_SPECIALIST Shipping Specialist SAP_BR_SHIPPING_SPECIALIST

Billing Clerk SAP_BR_BILLING_CLERK Billing Clerk SAP_BR_BILLING_CLERK

Accounts Payable Accountant SAP_BR_AP_ACCOUNTANT General Ledger Accountant SAP_BR_AP_ACCOUNTANT

Configuration Expert SAP_BR_CONFIGURATION_EXPERT

2.3 Master Data and Organizational Data, and Other Data

Master Value Details Comments

Customer 10100002 Domestic Customer DE 2

Distribution Channel 10 Direct Sales

Division 00 Product Division 00

BNE Create Supplier Master

BND Create Customer Master

2.4 Additional Manual Configuration

Advanced Intercompany Sales (5D2_DE) PUBLIC

Scope Item Business Condition

2.6 Preliminary Steps

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Test Test Step Instruction Expected Result Pass / Fail /

4 Select Select an initial stock to add, for example: A dialog displays.

2.6.1 Create Condition Records (Optional)

Master Data Description

Advanced Intercompany Sales (5D2_DE) PUBLIC

2.6.2.1 BRF+ Settings for Delivery Documents

Test Test Step Instruction Expected Result Pass / Fail /

5 Activate Choose Activate. Rules are activated.

Advanced Intercompany Sales (5D2_DE) PUBLIC

Process Step Business Role Transaction\App Expected Results

Process Sales Order Approval (Optional) [page ] 14 Sales order is approved.

Advanced Intercompany Sales (5D2_DE) PUBLIC

Advanced Intercompany Sales (5D2_DE) PUBLIC

4.1 Create Sales Order

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Test Test Step Name Instruction Expected Result Pass / Fail /

Advanced Intercompany Sales (5D2_DE) PUBLIC

5 Enter Order Details Sold-to Party: 10100002

7 Tax Country/Region In the Billing section, input:

8 Go Back Choose Back. The Create Standard Order: Overview

10 Save Choose Save. A sales order is created.

Advanced Intercompany Sales (5D2_DE) PUBLIC

4.2 Process Sales Order Approval (Optional)

4.3 Create Pro Forma F5 Invoice (Optional)

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Advanced Intercompany Sales (5D2_DE) PUBLIC

Test Test Step Name Instruction Expected Result Pass / Fail /

4 Save Choose Save. The F5 billing document is created.

Advanced Intercompany Sales (5D2_DE) PUBLIC

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

This process step shows you how to create the delivery.

Test Test Step Instruction Expected Result Pass / Fail /

Advanced Intercompany Sales (5D2_DE) PUBLIC