USER MANUAL FOR SALES AND DISTRIBUTION Submitted toTable of Contents ‘A. MASTER DATA IN SALES AND DISTRIBUTION . 1 Customer Master a) Creating Customer Master b) Changing The Customer Master. c) Create Contact Person 2, Material Master a) Extending Sales View. b) Extending the Sales Area from existing Sales Are 3 Pricing Condition records........ a) Creating Condition Records i) Condition Record for Pre ii) Condition Record for Excise Duty iii) Condition Record for Sales Tax b) Change/ Display Condition Records 4 Output Condition Record 5 Maintenance of Customer Related Excise details 6 Maintenance of Excise Bond for Export under Bond B, BUSINESS PROCESS. 1 Sales MTO. Create Inquiry Create Quotation... Create Order Acceptance . Create Proforma Invoice Availability Check .... 101 Create Delivery. eee 104 Creating Billing Document 109 Changing the Tax Value if Concession form is not issued by the customer wAN4 Adding Header Conditions like Freight etc. 19 Create Excise Invoice 121 2 Agent Sales 126 Sales Returns .. o29 3 Create Return Sales Order eoveee 29 Create Returns Delivery 133Create Credit for Returns Capture Excise Duty 4 Exports Under Bond .. Create Inquiry Create Quotation Create Export Order ........ Create Export Delivery . Create Export Invoice Create Excise Invoice Create ARE1 .. Post AREI Update AREI Print ARE1 Document Closing AREL 5 Exports Under LOU 6 Deemed Export Create Excise Invoice Create ARE3 7 Export No Bond 8 Cancellation of Invoice 9 Reversal of Post Goods Issue 10 Trading Sales Create Sales Order 11 Creation of debit Memo Request Debit Memo 12 Service and Spare Sales Create Inquiry Under Warranty Scenario Create Sales Order ‘Non Warranty Scenario Create Quotation 13. Scrap Sales Create Sales Order Create Delivery Creating Billing Document .. 14, Annual Maintenance Contract Create Inquiry Create Quotation Create Contract Creating Billing Document 15. Retrofit and Job Work Sales .. Create Inquiry Create Quotation Create Order AcceptanceCreate Delivery Creating Billing Document .......... Create Excise Invoice C. REPORTS IN SALES AND DISTRIBUTION 1 LISTS a List of Sale Orders VA05 List of Sale Orders VAOSN ......cscsssssssssssssssssssnsssnisiiniennnninnes Outbound Delivery Monitor VLO6O List of Billing Documents VFOS List Of Billing Documents VFOSN Billing Due List VFO4 List of Blocked Billing Documents VFX3 Price List V/LD with option 15 2 Reports . ve ANALYSIS CUSTOMER MCTA ANALYSIS MATERIAL MCTC ANALYSIS SALES ORGANIZATION MCTE, ANALYSIS SALES EMPLOYEE MCTI ANALYSIS SALES OFFICE MCTG D. APPENDIX eos 1, Important Icons in Various SD Screens a) SAP EASY ACCESS SCREEN ndamental Aspects to be considered for executing Transactions. a) Account Groups used in Customer Master. b) Tax Codes being used in this configuration in present Scenario... ¢) Tips to select the Customer, Material etc.A.MASTER DATA IN SALES AND DISTRIBUTION Master Data forms the backbone in Sales and distribution module (hereafter will be shortly called as “SD") as any other modules in SAP. The Primary level of Masters in SD are: 1. Customer Master 2. Material Master (Sales Views) 3. Pricing Conditions The Secondary level of one of the Masters in SD is: 1, Output Conditions Pl refer the Appendix for the SAP EASY Access Screen details 1 Customer Master a) Creating Customer Master ‘The Customer has to be created in the System SAP R/3 menu Logistics —> Sales and Distribution > Master Data—> Business Partners Customer —> Create Complete Transaction code x01"Customer Edit Qota Eras Environment system Help g IBlSGe(OhR Asse Awl Customer Create: Initial Screen [= Customer Create: Infial Screen Click select icon and select Code -1800 Sales area t#4— the Account Group ex. ASK] Account group Q] | ete Customer fal | — t - Enter Customer number, Account Company code Tt} Enter Co Group having external number range Sales Organization 1810 for Domestic Sales 1820 for exports Dictibution Channel [ ___<4—} 10- Direct Sales 20 - Agent Sal EE | | 30 — Institutional Sales 40 — Distributor Sales ; 10 ~ Turning Center les 20 - Machining Center 30 ~ Service 40 - Trading Allsales areas. Cusiomer’s sales areas, - Common. Rererence Custay (i: fnanycode nm Sales organization Distribution channel Reference dhision Clicking this tab will show all the sales area available for a customer. Mainly used in Change/Display Modes Clicking this tab will show all [eax] the possible sales areas. When creating a customer with reference to other customer with similar details, the reference customer can be entered here. Refer Appendix for Account Group Details. We take an example of creating a Sold-To-Party for the Domestic Customer. Account Group to be selected: ASK1 ASKAR Microns Sold-To-Party Company Code 1800, Sales Organization — 1810, Distribution Channel - 10, Division — 10.Customer Create: Initial Screen [= Customer create: intial Screen ‘Account group [ASKI ASKAR Regular Customer Grp. Ei) Customer (a company code ‘Askar Microns Pvt Li AMPL DOMESTIC SALES. Direct Sales Turing Center _Allsales areas. Customer's sales areas.. Customer eal | “Company code i ales oruanization Distribution channel CJ Reference division Cl ‘The Subsequent screen will be:Create Customer: General Data [a> || Senet as company Ife Customer ‘nouaDHWe | External number range [Sy LB Preview | [zal ‘Name | —— Se ] “Name fl aa Search tr 112 “| ___] sroatacares ‘BtiosuHousenumber Postal Code/oty |e Court, TN dla Revlon Transportaionzane ] tel Poor aiaress Pogo Postaleode “Comoany postal soda eal (Note: The Customer Master has 3 broad sections: 2) General Data: Address and other details will be entered here. b) Company Code Data: Accounting related data will be entered here. ) Sales Area Data: SD related data will be entered here.) The Sereen above shows the ADDRESS TAB of the General Data Section and the details like Name, Address shall be entered here. The Symbol F% shows the required entry ie., without which you cannot proceed further. ‘The Screen after filling up the details will be as follows:‘Change Customer: General Data (Peg Leererat oa J] yy Cade Data | custamer [megezoNvT | ADVANCE ENGINERING KOLHAPUR: |S] |B Preview| [eral Naina Title [wee ‘Bearshterms ach term 1/2 | Siisetaaaess Breet? (28 ] “sreet3 MIDS, 1 BireevHouse number |GOKUL-SHIRGAON, | J} Clicking “More Postal Codescity 123456 |KOLHAPUR: Ga) Fields” Icon will Country iin] india Region amnataka | show more fields for Timezone TNT filling up detailed address, if needed Transportation zone eco Region East Clicking this icon will display the possible input values for a field ‘The Region field is very important for determining the appropriate tax like CST, LST, VAT ete. As all the required fields are filled up, we can proceed to the CONTROL TAB of the GENERAL DATA section by clicking the control tab as above. ‘The CONTROL TAB section will be as follows:i) Change Customer: General Data ib Cade Data || Sales Aes Dats |[ I) GB]|Adctional Component ADVANCE ENGINERING KOLHAPUR Aceourt ecntrol ver 7) | Refarence daiaarea jinausty | “Trensportzone [6800030461] Reulon East Natural person VAT reg no. Tax dur [2e11sn60 07D A886. 2[ Cher | There is 1 important field th be filled up: VAT Reg. NO.: In VAT Sfenario, this field is very important. If the concerned customer is VAT Registered dealer, then his 11 digit T]N Number is entered here. Based on this, during invoicing VAT Invoice will be generated for the customer, Otherwise Bill Of Sale will be generated. Now click the _Compaty Code Data 31, shown by arrow. The Default screen under Company Code Data will be “Account Management” 10customer JANCOBUMVT | ADVANCE ENOINERING ‘Company Code 1868, Askar Mierone PML KOLHAPUR, Revon, account Yalue adjustment 2640000 — Sundry Debtors 2640001 - Sundry Debtors i — Domestic - Exports This Reconcilliation account is used for Customer Payment Reconciliation. The following GL accounts are used: Next click the Payment Transactions Tab. WL18 ustomar ironment System Help al | eee! S Me) [8] Change Customer: Company Code Data | le)[E [Eeenerar bate |[ Company cous bate |[ Gas area Dat om customer AOOBIOWT] ADVANCE ENOINERING KOLHAPUR “Company Gada [1896] Askar Microne Pat Ltd Payment data, Terms of payment (aver) Knownsnegieave |_| AR pled. ind. || utorrate payrnent transactions Paymentmethods |) ertrnee j single nayment Pmtmethsupl |_| [Payment advice by ED! “Lockbox Payment aaviee nates ‘Reneodecony. | | “Selection rule [ Suitable payment terms shall be chosen from the drilldown list. This payment terms shall be changed ‘manually in the sales order and the payment due shall be based on the payment terms. Payment Methods shall be: C — Cheque E - Cash Payment T- Bank Transfer. We can select either one or all the methods Now click the “Correspondence” Tab 12Customer Euit Golo Extras Environment System Hele [ie] Change Customer: Company Code Data [)|[ General Data |[ Company Code Data || Sal aa ||) [ABBO30NVT | ADVANCE ENGINERING KOLHAPUR askarMicrons Pit Ltd ‘Dunning data ‘Dunn procesure (Ask [3) Dunning bork || Dunn.ecipient Leg.dunn.proe. | J | Gunmetal ] Dunning clerk Grouping key | Enter the Dunning Procedyfe as above. This dunning procedure will generate the dunning letters for the overdue payments, Now click the Tab . The default screen will be “Sales”Customer Edit oto Extras Environment System Help siz] Change Customer: Sales Area Data "Sales Aves Data |{@i] [8] [Additional Cornpon [RODOSDNVT | ADVANCE ENOINERING KOLHAPUR (1818) AMPL.DOMESTIC SALES. Direct Sales Distr. Channel Division Fe] Turing center Sales order Order probabs Sales Office Authorizoroup ales Group ABC class Currency [INR | Indian Rupee Exch. Rate Typo Ci Switeh of rounaing PP cust. proc. _Produet attrinutes Pricing/Statistics [ Price group Exchange rate type “M” Cust pric proc Domestic Customer has to maintain for Export P 01] INR Currency Customer. Custetats.ar [7 ASKAR SIS Group [Agency business” (CRetevant tor agency pusiness Dee index active Sales Order Sales Office shall be selected from the input help by clicking the drill down button{) All the above fields help us a lot in analyses. Enter The Currency. Usually it is “INR” for the domestic customer and for the export customer, appropriate Currency shall be maintained like “USD”. Further exchange rate type “M” shall also be maintained for the Export Customer. 14Pricing Customer Pricing Procedure plays an important role along with Document Pricing Procedure in arriving at specific pricing procedure. For example Customer pricing Procedure “1” and the Document Pricing Procedure “A” along with sales Area 1810 10 10 will select the AMPL MTO Pricing Procedure. Customer Statistics Group along with Material statistics Group in Material Master will update the information systems for all the Sales transactions. Always fill “I” in this field, Now Click the SHIPPING Tab ‘Gustomer Edit Goto Evtras Environment System Help Change Customer: Sales Area Data [ General Data || Company Code Data || Sales Aiea Data |{fl][fai|| Additional Comp customer [AbOG30IVT | ADVANCE ENGINERING KOLHAPUR: Sales Org. [1818) AMPL DOMESTIC SALES Dist. Channel [1 Direct Sales Division fa Turing Center (Shipping ” Order combination shipping conations [04 [) standera DRetevant for Poo POD timetrame ‘General transportation data” [900800001] Ragion Eact ‘Shipping Conditions along with Loading Group in Material Master and Plant shall determine the Shipping Point for Delivery in Logistics Execution Now clock the BILLING Tab 151s Customer Edit Goto _Exias Environment System Hel Custermer ROGOSONVT | ADVANCE ENGINERING KOLHAPUR, Sales Ora. 4810) AMPL DOMESTIC SALES. Distr Channel 16) Direct Sales Division 18) Turning Center [ Delivery and paymentterme Incoterms: 200 Terms of payment 6001 aa “Aectascumtgroup —_[8i) Damoctie Ravonues lwame __fTraxeategory|marne [Description TN ina UTKXs Tax Jurisdict Code Full Excis,3% CST ‘The INCOTERMS and the PAYMENT TERMS also to be appropriately picked after drilling down and choosing from the Input Help. 16ACCOUNT ASSIGNMENT GROUP in Customer Master along with Account Assignment Group in Material Master along with Sales Organisation/AccountKey/ChartofAccounts helps the system in deciding the correct GL Account. ‘The Tax classification fields shall be filled with appropriate values from the INPUT Help. For example the customer is in Maharastra and is buying from Mysore plant where generally CST 3% is applicable on products being sold, then the option “4” under VAT 4% shall be chosen and for all the other tax conditions, option “0” has to be chosen as they are not applicable. When creating sale order/invoicing, the system based on the tax classification details in Customer master and material master and the region of the delivering plant and the region of the customer shall calculate appropriate tax and the tax registers will be updated accordingly. Now Click the Partner Functions Tab =e customer Euit_Qoto Ets Ensronment System Help al [ Gompany Jade Data || Sales Aine Data |[Hll|%] | Additional Component | customer jroasomvT | Abvance eNsierine KOLAPUR aloo Ora “ety awgl pomeeTiC eaLes Distr channel 18) yout Galen Division fig} ‘Tpming Center PerinerFunctions [Partner function [Number __ [Name [Partner description 0] 0 pay B0030N"1_ ADVANCE ENGINERING ao BP Bl to party AQGO3DN1_ ADVANCE ENGINERING ol PY Payer AQGOBDN'T ADVANCE ENGINERING ao SH Shino party AQOO3DET_ ADVANCE ENGINERING oO CRForwarding Age F001 __Venkatestwara Apency a Gl ‘The Partner Fuyctions SP,SH,PY and BP will be defaulted. The Partner Function CR. - Forwarding Agent shall be manugfly entered. Now save thé customer master. The message as below is displayed. 7Customer A0003DMV2 has been created for company code 1800 sales area 1810 10 10 b) Changing the Customer Master Note: The Customer thus created, can be modified further using Transaction code: XDO2. Example: The Customer's Door No. is to be modified and the Customer Tax Classification has to be modified in Billing View of Sales Area data. This can be executed in change mode. The Customer Change Screen is as follows (self explanatory): & Customer Edit Goto Extras Environment System Help Customer Change: Initial Screen [= Customer Change: Initial Screen Customer (BA [asoaspnve high Askar Microns Pvt Lid Company code Sales Organization AMPL DOMESTIC SALES Distrioution Channel []. directsates iision T [2 tuming center Click here after entering the Customer number and the company code and all the possible sales areas will be displayed. “All sales areas. Customer's sales arcas——| ae] | [te] 9¢ 18& Customer Edit Goto Extras Environment System Help Customer Company coue ‘Askar Microns Pvt Lid “Sales Organization _AMPL DOMESTIC SALES Distribution Channel Direct Sales: Division “Turning Center All sales Customer's sales areas. Click the [7] button above. Enter the Door No. and Select the 82l@8Af€# Data button and then the “Billing Documents” Tab. Modify the Tax Classification from “0"( Nil Excise, Nil Tax) to “2”( Full Excis,3% CST) as the case may be. 19nment system Ip a 18/666 SHB So |/ Be) es Change Customer: General Data (eevee) Customer AGGEIOMVT | ADVANCE ENBINERING KOLHAPUR: _uarictng Exportaata | Contaei persons: (3 [ea Fron] [al Name” (we (OVANCEENGINERING = [ 1 wl Bearen era Search term (2 laovan [ 1 Swan acarns om _— west 3 NBS, | StrossHousarumeer GOKULSHRGADN, «=i Postal Coveitity jizsase | KOLHAPUR ‘County Gn] Inala TRegion [10] amaraka Tmazana ‘Dora | Transnorisin'zone (6000000001) Region East @ PO RSS 1 20win] Change Customer: Sales Area Data Area Bs [) [Gererai bats |[/ company cous Data |[ Sai (5) [B [Aaaiionat Cunponen customer [ROSBSOHVT] ADVANCE ENGINERING KOLHAPUR Sales Org (1610) AMPL DOMESTIC SALES ‘Dist. Channel__ 18) Direct ales Division [ts) Tuming Center DeiWery and payment terms Aneaterms_| | Terms of payment ‘Recountings Acclassgmt group [61] Domestic Revenues Taxes Country [Name __[Taxcategory|Name -[Deseription _| TN Inia Und Taxuriadiet ade Fullbes, 18 Car | I | [ | | | | __| | I | I [ | | | _| El t | | To cl [Eales] Ie) [S[e] [GI Licenses | ‘Then click the [EM - save icon to save the changes made. The message will be as follows: ‘@ Changes have been made For mere display of details transaction Code “XD03" can be used, c) Create Contact Person ‘The Customer has to be created in the System SAP R/3 menu Logistics > Sales and Distribution > Master Data> Business Partners Contact Person —> Create Transaction code ‘VAPL aContactPerson Edit Goto Extras_Environment System Help gi A eee ba) Contact Person : Initial Screen Custorner 7548405 (@)ARVEE PRECISION Enter Customer No. Continue to press Enter, you will get new sereen as bellow:Gumaviretsuly cu uw _extas_cmnuintent oxi) Dew Davariment Function oT Power ofa] ohersarner ap. number Date or nit wartalstaus Call eauency “Busing habits Romatks Diaaventa 3 Preview] [sey The Lastname: Firstname ‘cadet Tile Title and Last name is | mandatory in this screen balance available data you can fill. Funetion Department Room Numper Float Building [other communication. |Contact Person Create [© ][ Misting Hours. [E27 ausiness address. |B] Home adress. )[) contact person a1) ve ender eanimerh | Date ofbith | Function Mental status | ai " iim Rep. number [ 1 calltequency Da Advertsiag mat Buying habits 1 Remarks B Pieve [Porson Lastname Firstname Furetion “Dewart Room Number | ] Fier I [Buiaing [ ommunication Language [EN Enalish a] w Wevenersnaalt 1 Tanita Bhima @ No extension entered Press Enter you will get billow message: @ Contact person 0000000249 created for customer AT548465 2 Material Master For any sales transactions, Material code is important apart from Customer code. The Material is created in the system by the Materials Department. The Person responsible for Sales related Materials has to extend the sales views only after the relevant materials are created in the system. 24a) Extending Sales View SAP R/3 menu Logistics —> Sales and Distribution > Master Data—> Products Material > Other Material->Create Transaction code Mao. Material Master has many views being maintained by different fimetions, Salas: Sates Or Cala ‘ales, Seles Ora. Data 2 ales: Danera¥Pant Dts Foreign Trae Export Data jae Text Furcnasing Foreign Trade Import Dia \GenerelPlant Dats Storage 1 \GenerstPlant bata strage 2 [view saleeton ony on roguost fresetet en [ee [psceaiPaw ise Seage? [beneraiPtont Osta storage 2 [_Jouartswanseorent | fpscourtea Inecourting 2 [posta |_Jenstna2 [Jean stace Storave Lovaion stock DOE Leet SS as view selection ont on request (7 [Sanmiatorarnas |[ooa [HE Blt cosurvause)| x] | Pl Lerancatonaree [oa [EERE oaaurvance] 2sMatorial Evil Goto Defaults System _Holn G _ CY ~ a c Create Material (Initial Screen) [Select views) || Orsanizational evels ‘Date ee Enter the material code already created and cecn a_i press “ENTER”, Industry Sector and Material ‘Matenal Type [2] Type will be defaulted and the Select view screen will Pop-Up change Number — | If the material to be extended from one sale area to aril el other sale area, the material code can be entered here also 26[Bricrevewes | Owanemtenat tees [Osta | ater = —B Inaieysador —_ucranca erate MatiaIT9e (HALE Serna change nunbar “Matefat | } ERLTGETaTnpe Seratrshec cast enna Ne anal ovaiewing toned nam HIE OTE -@) | dwinret [ET LZ Wisin |G OD * | Sltenat owen ves [SDD Se wwtogmtow.> Watt [ricoh toed -teoht | He Continue to Press “Enter” and then Selection view will pop-up as below, where you have to select views related to SD: 27© Material Edt Gola Defaults System Helm Motor SAFE LYRODA Industy sector | MMechanivel engi ateralTme HALA Semimnisnedt Change Number | | tea pop-up for entering Organizational details will appear [= Select Viowis [view basic Date 1 Basie Dats 2 iclascifeation Foreign Trade: Exzort Data isoles Text Purchasing Foreign Trade: mpont ata Purchase Order Text MRP 1 MRP 2 MRP 3 MRP & Forecasting work Scheduling a |<) [>) [view selection ony on recuast Click here and one more ‘¥] Otaanizational vets | Cereate views selected ‘bate | ER) Ea (Et Serunvanes [x] Hitting this tab will make the above selections default one. 28Create Material (Initial Screen) Natta REA [Sagres Industysescr | NMeereneat na HALE Seminrisne Matera ti Flat “180(@)asKae MICRONS PYT LID a tor cvaton wngenurmer [ ToT a ‘Sales O10. 1810] AMPL DOMESTIC SALES \eonnems 2 sat tee NRF profile lovy.evetsoriesuny on request [v)[ Selectview(s) [EB beraut vaues |/3¢) Enter the Plant, Rete er DE tr le lar eel TEST elo ESO eT TS TET can be made default values by hitting [E¥ Detautal¥2® |iutton, Now press YI to proceed, 29‘nel goa roamont sist _Help eae APLOOMESTORALES isn chi et saes o ec = Bisaasintranar m a i‘) Yeaorehan sve |_| Salon r one eats ‘sro a cer OnE acs sew lew) framers — he PTedTaxuwreseSode Tae &| 1 t T ( EI an [unnihapaFene seo an ay isa Dehrant fi faa cao Just observe the message which says the material has been already created and being extended only. Note: There are many fields, all of which need not be entered. Only those fields which are essential from operational/statistical aspects are instructed to be entered here. 30[BIE] Create Material A0902-022-0000-02V (Finished Product) Mates [ausu2-6 Sales org. |1819) aes Sree ara Fee reas Base Untotweesure [EA] ener piaion Sales unk ry [sales unit noiver, ices ec >calistrchain status, , valid tram | cI em t Enter appropriate (senanena | oven mw fl) f= IDRC I} Le) | ey 7 oft Quantity stipulations: [ rere Jes incseteo NT i |e Dieliveryunit ‘Tho mateiial aroady ots snd will be exended Enter Tax Classification and press ENTER (Main Screen for Tax maintenance will pop up) This value is defaulted from the previous views maintained by the materials Department. This material group is concerned with Material grouping from MM point of view Note: As already mentioned for customer tax classification, the entry in Tax Cla condition types plays a vital part in correct tax determination during sale order creation 31 ification against each and invoicing[wiz] Create Material SFGF21LVR006 (Semifinished Product) [#4 Organizational levels ||ga Check screen data ||] Water) |S°6P2ILYREDE |? in TLever- Laue fe) (1103) DOMESTIC SALES ORG Dist chi 13) FACTORY SALES Srouangierns Mal statetiosore | Wateril pricing ara “olume rebate gious || Aectaceignment a Gen. tem cat. gre | iter category group Pricing Ret Matl B Commission grup |_| Material aroups Material areup Matera aroun 2 [J teteretorsue C1 “Matera areup 4 ) waeratgours me (C1) Product attribute 1 C)Product attribute 2 (C1 Product attrioute 3 Product attribute 4 Product attribute 5 (Product attrioute 6 (CProduet attribute 7 CProquet atipute & (C)Froquct attrioute 9 C1Produet atinbute 10 ‘The data maintained in this view are vital for analysis, Each will be explained briefly. Material Statistics Group: Enter “I” always. This field has to be entered without fail. The value in this field along with Customer Statistical Group maintained in customer master will update the information system. Gen Item Category Group and Item Category Group: Generally for Finished Products(Material Type: FERT) “ NORM” will default in both the fields. Here in this example for Semifinished Products(Material Type: HALB) vale * NORM” however can be filled. In sales order processing, based on the sales Document Type, the system determines the Item category of the material entered based on the Item Category Group found here. (Pricing, Billing Relevance etc. are controlled by the item category) 32The Sales: Salesorg. 2 view after filling up the details are as follows: I=] Change Material 902MA0008 (Raw materials) |fey|[ =P Additional data |[% Oraanizational levels ||&®% Check sereen data || ih) Material [Sa2¥A0088 ] Bales Org._|1818] Dist. chi |10) BRAS ET ‘at stations arp fi Volume rebate group |_| Gen. tem eat. arp |WORH| —stangarsitem tein phiagory group NORM) Stanara tern Preingretmatenal | Product hierarchy _— Commission aroup | Material groups Material aroup 4 Material group 4 Material arouy/2 [| Materia! aroun 3 td Material groye 5 [I Product attibutes Product attrioute 1 Coproghct attribute 2 DProduct anribute 3 LoProduct attribute 4 Lp rgauet attribute 5 LiProduct attribute 6 Oproduet anrioute 7 Dpfoauet atinbuts = Doproduct atribute 3 DiProduct attribute 10 Now click on the Sales:General/Plant ViewChange Material 902MA0008 (Raw materials) [eG] [=> Adoional cata |[g& orvanira vols |B heck screen data || [Material __[soenaoo5s ASKAR MICRONS PVT LTD. a1 Base UnitafMeasure (EA | each Replacement pant . Gross weight | [ke] QualtFreedaadsDis, || Netwelght i J Matetialfeightoie | ‘Avallaiy ehaekc sy indvdrequirements —C-lAppt.baten rec. rea Ceatch management “Shipping data Gimes in days) ~ Trans. arp 0001] On pallets Loadinasr “setup time | ‘procime |_| Baseay Packaging material data “Mat! Grp Pack Matis crane ea { Bake | Bessel Allowed pkg weight | TL] Excess wi lolerance ] i Alloveod pka volume _ Excess volume tol 1 Oictosed Always enter ZSER if Material is FG, like Spinner 15, Spinner dot com, and Spinner 22 Transportation Group: 0001 grouping of materials that share the same route and transportation requirements. Always maintain 0001 Loading Group: This loading Group along with Shipping Condition value from shipping tab of customer ‘master and the plant code will help the system in determining the shipping point. Always maintain 0001 Press ENTER and pop up will prompt for saving the record and press ENTER again and the message will be displayed Material SFGFZILVROO6 cteatsd 34b) Extending the Sales Area from existing Sales Area Example: Material to be extended from sale area 1810 10 to 1820 10. Enter the material code as shown below: Material 2TLIRGOS snauety coeor ateriatType Change Number | 1 Copyrem 7 “Material __—_—«(SF@F2tLURGeG| 3) press ENTER. Observe the screen for messages. Create Material (Initial Screen) Material inuety soge7 __[Menantcar engines] Material Type (HALB Gemiiniened 8) change Numner | J (bp em. 7 “Materia [BFaFDILeROGS | (@ Maioriatiype Sominnished Product and industty Mechanical engineering copied from master rerord Press ENTER again and the selection view pop-up will come. Select the sales views as shown below: 35Material SForatLvROGS Ingusty sectors MMachanicalengine®) [LE Selec Vews Matetial Type ALB Sernifinished [= — leacle Data Change Number aad ‘Classiticaton Canvirom.. q Sales Text Purchasing NRP 1 NRE 2 MRP 2 RP Forecasting Iwoxk Seneduiing FForaign Trade: Export Dara FForaign Trade: imaot Data Purchase Order Text [LMiew selection only en request Hicreate views selected “Ofuanizatonal levels press the [button and again a pop-up will come. [= Organizational evels Organizatonalievels | Plaré iL Baskar morons pyr ero Valwationtyee [|] Sales O19 [—) Ane vomesnic eaves Distt. Channel Dirext gales Coperom Hoty. tevelsiproriies enty on request | Belectviewis) | (Fh Derauttvatues | 3] 36In the copy from portion, enter the existing organizational details ie., Plant — 1800, Sales Org - 1810, Distribution Channel - 10. Under Organizational levels enter the plant and sales org and distribution channel for which the material being extended, [= orgenzational Levels Gigaabatonallevale 7 apy rer Plant ASKAR MICRONS PYTLTD Valuation re | Sales Org 1820, ANPLDOMESTIC SALES Dist. Channel 18 Direci Sales (Gra. ievelsiprotiee cniy on recuest [A]| Setectview(s) |[[E) Detauttvalues || 38] Press [button 37Materiai (— [sogMaGo0e Sales Or AMPLEXPORT SALES bist, en 17 birect Slee | Senerataata Dace UniietMsasure [ET] ae “Division = Sat ry iesieetnenetrer one] ist ehain hain-sper Delivering Plant cl terial group URFGSPRT-H] MrPane-4 ‘Cash discount Tae cata [o_ [County [fax [Taxcstegon: [Witacciassiieaton J TN India UTX Tavelurtadiet Gade jpstte T ll) | Suantiy stiputations Min order aly Jen min delay. jew Mb) 1D Val) Delivery unit I_] [The material aieaay existe andiwil be eaenced Since almost all the details are same go on press “ENTER” till the system prompts for saving (if any field to be modified, it can be suitably done). 38_Create Material 902MA0008 (Raw materials) | (RB|[=> Asational cata | \@a_Organizational levels: Sales org. _|1820) ‘Dist. ch {10} Sroupina teims Materiat _[o02HKODG8 Direct Gales AMPL EXPORT SALES Sheek sereen data | E] ial Mati statistics arp Volume rebate aroun 'Ben. item eat. arp ‘Pricing retmmaterial Commission aroup “Materlal group 4 | Product atributes: (Product attribute 4 Deroauct attnioute a [Product attribute 7 Orroauct attipute 10 Press “ENTER” to continue. Producthiorarchy | ASKAR SIS Gr. Acct assianment ano tem eategory group group 2 Material group & [Product attribute 2 Coroauct atinbute 6 CiProduct attribute 8 39 Material pricing arp [ (NORM) Standard item ua [LiProduct attribute 3 Doroduct attisute 6 FiProduct attiute 3ic] Create Material SFGF21LVR006 (Semi inished Product) i) [=> Acciona! cata] Croantzationaltevels|| Za cr Wateral _[SFEF2ILVROGS | (7in 1 Lever- Lelue a ‘Plant 1e08) >) Madurai Denat area [Stes seed Base nitoteasire [Yay aye aboutto ext cross Wig | gt LN voyouwentn save our ata SORES: for this material frst? (Batch manauement = 5 ae Cancel_| Shipping date ttimes in day Trans.6mp (2001, NANUAL pean MANUAL Setup ime Proctme [| Baseay | |NOS, Packasing material dala Mat Grp Pack Matle jeneral plani parameters Tinesstacks | cistere_ [| Press ENTER. A Pop — Up will prompt you to save. Press ENTER to save the Material Master. Material Master saved with the below message. Material SFOFZ1LVROOE created ‘To Change the material use the Transaction Code MM02 and for Display use the Transaction code MMO3, 403 Pricing Condition records Pricing in SD is either automatic or manual. If the pricing is to be automatic, then the condition records to be maintained in the system for suitable combinations so that system will pickup the price based on the combination and the selection will be made based on the access sequence. ‘The following are the various condition types with suitable combinations being used: Table 1 Condition Type | Description “Available Combination i compination Remarks. for Domest ses eucamer Mata with elatt | 4) pict Category pile contnnen 1 pre stat : currency {(Chisehosen, Far Bet PRICE STD by Pricelist Category / currency “Material with release status | Export sales pricing , meal wihease ats ©) Mater wth release ats. (3) combination is «Maca wh sen as Be sao 2) Matera with sete as ) Msi wihese van z01s Material Discs 2 Motard a 2) Mate with Seles analy a packing wading no combination weseter red in onde Condition type | Description vale Combination Bring Combination Remarks 1) Coty [Pat Region ax Cae Tax CL Mat ©) County epee eon 4) Coun Sue! Canam | Fo Demonte Sales unxs Tox raisin Code Eats ycusomee Casas) | PUSS! Mate Cast | chee) Foe Metta | rat 41amon INR BED Tax Clasifcation ‘Tax Classfication aces IN: AIR Coss Tax Clasifcation ‘Tax Classification Jes IN: AVR Ed. Coss Tax Classfeation Tax Classification sexe Excise Duty @ 16% ‘Sales Organization! Destination County, b) Sales Organization b) Sales Organization zecs Eau. Coss @ 2% 2) Sales Organization / Destination Country. ») Sales Organization ») Sales Organization sHee SAH EduCess @ 1% 1) Sales Organization / Destination County. »b) Sales Organization ») Sales Organization ant INAR CST 2) Departure County / Destination County. ») Domestic Tax ©) Export Tax 4) Country Plant / Region ) Domestic Tax sins INAR VAT 8) Sales Organization / Destination County, ) Sales Organization ») Sales Organization Condition Type Description Available Combination Pricing Combination generally chosen 1) Customer / Material with ease ‘Mancal conaon| type not required Z.0R Service Charges 1) Price lst Category /cumency NIA any ofthese Material with release satus combination, ) Merial with eens tates 2) Customer! Matera with release ‘Manval condton| tue type not required 2svP Service Discount % Vendor NIA any ofthese 6) Sales Org. Dist. Ch Division. combination Casiomer! Vendor ®) Customer! Material wih release ‘Manval conaon| satus type not required zsvo Service Discount 1) Vendor any of these 6) Sales Org. / Dist. Ch Division. Cusiomer Vendor combination 428) Departure Courity Destination County. zstx INAIR SERVICE TAX ») Domestic Tax 4) Country Plant / Region ) Export Tax 6} Country / Plant (Region 2) Departure Courity J Destination County. usec INAIR Service Ed, Cess 2% | b) Domestic Tax 4) Country Plant /Region ©) Expert Tax 4) Courity Plant Region a) Departure Courity J Destination County. ASHE Service SHE-Cess 1% b) Domestic Tax 4) Country Plant Region 6) Export Tax 4) Courity Plant Region INARTOS% | a) Material with release status | a) Material with release status UTXI/MOD/JEX2/JECS/JCES/JINI/JIN6/ZSTX/ISEC/ISHE are Tax Conditions and hence appropriate tax codes to be entered during creation of condition records. For Other Condition types, we cannot enter tax codes as it a) Creating Condition Records SAP R/3 menu Logistics —> Sales and Distribution > Master Data> Conditions >Select Using Condition Type ->Create Transaction code VEL i) Condition Record for PriceChange Condition Records {FH conciion iirmation || Ker Combination || Selec! Usin Inaex] Ny Click here Canciiton type (PBPTT@)Price After clicking Key Combination | the pop up will be as follows: = Key Combination (Ocustormertmatertal wit telease status Seles ory,/Distt, ChuPlanvPrice grpiMaterial Pree grcupmaterial O Sales org sDist. ChliPlantiMaterial ‘© Matenal with release staus Refer the table for clarification. Choose the last option and click |]i Condon Edit Goto Extras Er ynment Pricing System Help Ly) Seles organizaton Distibution Chennel [vat From _[validta a q Enter 1. Sales Org 2. Distribution Channel 3. Material Code 4. Amount 5. Unit — INR or appropriate currency 6.Valid From date 7. Valid to date | PoE Change Price Condition (2BP1) : Overview oa a | SL |S |] (Dy sais omanraton 510 WPL DOMESTIC SALES Distisuion Channel [16] Dieeidate valid On (23.71.2007) Ct ! | If dates are not entered, then the system will default current date for valid from date and 31.12.9999 for ValidTo date which can be modified. Now save the condition record using save icon (J. We can enter as, many materials for this combination of sales organization and distribution channel. (© Condticn records saved Message is displayed ii) Condition Record for Excise Duty ‘SAP R/3 menu Logistics —> Sales and Distribution > Master Data> Conditions ->Select Using Condition Type ->Create Transaction code VEIL 4s& Condition Edit Goto Extras Environment System Help Change Condition Records [ Select Using Index | Conaition type cise Day S16 On clicking the key combination, the following pop-up will appear [E Key Combination O Bales Oryanization/Destination Country @ Sales org. PR Select the 2nd option from the top. ie., Sales Org/ Destination Country by selecting the radio button and clicking @], This will take us to the Create Fast Entry sereen as shown below: 46Ics Uni Jper_[U.[oJe.Vatiserom aidto JoJsJe.JrJe. Oooo occ Enter COG o Enter Sales ‘Amount occ) Org. eco) Enter From and To dates for validity After entry the sereen is as follows fea Conaition Edit Goto Extas Enyitonment Pricing System Help gr CCU UL CHOOT BHOS AA OF Create Excise Duty @ 16% Condition (JEX2) : Fast Entry IMPLDOWESTIC SALES T9000 load) rT ila! Save the condition by clicking El . Message [@ Condition records saved ig displayed. Similarly For Condition Type ZECX (Ecess) and JHEC (H.E.Cess) condition record has to be created. 4iii) Condition Record for Sales Tax SAP R/3 menu Transaction code vei = Condition tvee INAV VAT [Key Combination © Tax Classification v/s Select the option Tax Classification and click Alto coninue. 48Create IN: AR VAT PAYBLE Con jon (JIN6) : Fast Entry Enter Amount appropriate tax code... appropriate tax code & Condition Edit Goto Extras Enyltonment Pricing System Help Save the condition record. ‘Similarly sales tax to be maintain for JIN1. For Service Tax, ECess on Service Tax, Individually condition records to be maintained as per the combinations mentioned in the table referred above. Appropriate Tax Codes shalll also be referred under Appendix. 49b) Change/ Display Condition Records SAP R/3 menu Logistics > Sales and Distribution > Master Data—> Conditions >Select Using Condition Type ->Change Transaction code vR12/EV12 SAP R/3 menu Logistics > Sales and Distribution > Master Data-> Conditions >Select Using Condition Type —»Display Transaction code VK13/FV13, ‘The Condition records created can be changed or displayed using the above Menu Path/Transaction Codes. The input data in the form of Organizational data/Material etc. to be provided to fetch the data. 4 Output Condition Record Outputs are issued from SAP as a result of various transactions being executed. Particularly in SAP, there are various OUTPUTS like, Order Confirmation, Delivery Note, Invoice etc. are being generated in the system. In this implementation, the Invoice output only being considered for SD Module. The following output types are available: ZRDO — Factory Invoice Output , ZRD1 — Depot Invoice Output , ZRD2 — Export Invoice Output This output shall be generated automatically based on the condition records. We shall take an example of creating condition record for Billing Output for Factory Invoice. SAP R/3 mer fogistics > Sales and Distribution Master Data —> Output Billing Document— Create Transaction code w3i 50Output Tyne. Output Type ‘The Popup will be like this, RDI] 1. Enter the output Key Combination f @Biliny Tre Press continue to proceed. slOutput conditions Edit Goto System Hein Gg, —S | AB CGS CMe SHH8 Oh OF Create Condition Records (Factory Invoice Dom): Fast Entry Fac JINVOIGE STANDARD Enter the a = and Zz “ENTER”. The other details will default as shown above, Flag the line item. and click the tab to define the printer. 52Create Condition Records (Factory Inv ae ‘Watiabler Key, ¢ Dom) : Communicat Descriotion FAC INVOICE STANDARD Print imrneuiatety Release after output Spool request name sume Bune 2 I I Recpient [ Departinent | Cover Fa [ ‘Authorization [ Storage Mode emmy t~CSsS~S~S—S er the Printer “LOCAL” and make settings as above and save. All the other output records are to be created as shown above, Condition record is saved with the following message: [© Conation records saved ‘To change the output condition record, transaction code is VV32. For mere Display, use the Transaction code VV33 5 Maintenance of Customer Related Excise details Customer Related Excise and Sales Tax details are to be maintained in the system. For this we have to go to India Localization Menu using Transaction Code: JIILN India Localization menu | SAP_Menu—Indirect TaxesMaster Data—Excise RateMaintenance Transaction code aap 2 Excise Rate Maintenance sel Xpend Purchase Order |[ Amend Sales Order | Master Data Ochapterta (Omatenal ana Crapteria combinaton (Omatenal assessable value OCENVAT Determination Excice Status OvVendor Excise details Gi Gistomer Beciee datas 861 Rates (Osets9 Indicator for Plant (O.Bieisa Indicator for Plant and Vendor (O Erectae Indicator for Plant and Customer Excise rates. Ceeise Tax Rate cess Rates Gereeptional Material Preise Rete Qsates Tox setart parcantages (CQ auantly pases AED, ECE and SED Select the Customer excise details and Press! to continue. ke | Click the [New En | and enter the details. 54New Entries: Overview of Added Entries Details like LST no., CST no. etc., are to be provided. For Domestic Customer, without fail, the Customer Excise Indicator “1” has to be maintained as shown below: New Entries: Overview of Added Entries inia76 Save the above entries using the Save El icon, 6 Maintenance of Excise Bond for Export under Bond For Exports under Bond/Letter of Undertaking, Excise Bond/Letter of Undertaking issued by authorities are to be captured in the system. India Localization menu [SAP Menu—Indirect Taxes—Master _ Data—>Excise 55Bond—Create Transaction code ‘JLIBNOL Create BOND Plant Bond Type Bond no.as per Exc. Dept Tyne of cispatch Execution dt Dt. of expiry Bond current talance Stalus surety ie (91.09.2000 8.08 AACive [No @] i) Enter the Plant code ie., 1800 Bond Type as applicable by selecting from the list, Bond no. as per Excise Department has to be entered as it is appearing in the Physical document. Bond Value as per the Bond. This value will be Nil for Letter of undertaking (LOUT). ‘Type of Dispatch Select Single or Multiple Dispatches as applicable 56Create BOND Bond betaiis Plant ‘1800[3) Bond Type RUNDRunningGond =i) Bond no, 8 per Be. Dept 7001 DATED 61.11.2007 “Bond value [INR “Tyne of dispateh ‘W Mule Dispatches) Execution at. 23.11.2007) Dt. of expiry 31.03.2008) Bond current nalance status surely No 3] Upon saving the entries, system will generate the document number for reference @ Bond D000010004/2007 has been Created. Specimen screen shot for LOUT (Letter of Undertaking) 37Create BOND LOUT Letter OfUndertaking LOUT/EX/ 0002/61 10.2006 _M Mtutiple Dispatches Note: Enter value under Bond value and press enter the Bond value field will disappear for LOUT. 58B. BUSINESS PROCESS 1 Sales MTO MTO Scenario is explained here step by step. Inquiries receive from the customers, Sales made from the factory is explained here step by step. Orders are received from the customers verbally or as purchase order. Stock items are delivered for the ordered quantity and invoice raised and sent to the customer for payment. (sale order entry and other documents will be explained in detail for this process only), Create Inquiry ‘SAP R3 menu Logistics > Sales and Distribution Sales — Inquiry > Create Transaction code vAlL Create Inquiry: Initial Screen “TH crew wineerece)|[ sabes|[8 tenoveniew 2 orema pan | Inquiry Tyee || national deta ~ Sales Organization Distibuton Channel Di Sales fice Sales Group First we have to sel ef appropriate sales Organization, Distribution Channel and Division. The Sales organization is 1810, tl Distribution Channel is 10 for direct sales and the Division 10 is for Turning 59Center. (SalesOrganization+ Distribution ChannelDivision constitute a sales area). The sales Office is optional entry which helps a lot for reporting purposes, Afler the organizational data is entered, now select the Inquiry type and drill down and all the Inquiry documents assigned to the sales area will be displayed like as bellow: = i Create Inquiry: Initial Screen [1G creas wneerence) [2 Ses] tom oenion] [2 orceina oa) fe Sates Document ype (j)_24 Enines found Inquiry Type fe ra] 0] 68) 2] 9] Bir) Ciganaatanal wae "0 E Saty[Doscription Sales organization ict in- AWC Sesnbuton channel) Frac inquin-commision Dison Oo Sales ono _ Sales Group [7 ZL Inquin-Iobwercsalas [zit Inauity- TO |ZINA Inquiry- MTO-Aaent JZIPR Inquiry Projact cale [aR in- Revo [ZIRE Inauin-Retumn sales JZIS1 In Serv 8. Sparsale [2180 InquineSerap sales ISM Inquin-Sample sales 2180 InquirentTo [219 Inquiry Spocialealee 34 Entries fs ZA; fo) Ce 1ZID1 InDeemed Exp |ZIDX Inquiry Deemed Be [ZIEt In xpon sales | ZIEx nquin-Eportsales [ZH Inquin-Hichseasales FZL1 Indoowortsaiec Is EI Select the Inquiry Type ZINI for MTO Direct sales. 60ie ales document Edit Goto Enyiranment gi Create Inquiry: Initial Screen System Help Inquiry Type EIN [inquiry wr "Bales Organization 1810] AMPL DOMESTIC SALES Distribution Channel 18) ‘Direct Sales Division 10) Tuming Center Sales Office ‘Sales Group Now press ENTER to continue. The Overview sereen will be as follows: 61eS Create Inquiry - MTO: Overview Inauy-NTO Nevave [OT ssesacrey || —T ter Customer No o shieipay | PO Number [ POdale [ | a If the ship-to party is different from sold-to-party, then enter Req daivete (0) [23.11 2007) the ship-to party all loomed Inquiry Validity needs to enter ott amount insotoms Pagmentierms | | Le a | [tern Iwaterial [order quantity [3U_|8_|Desctiotion "int [Customer Material N I | f 4 [|e l T \ T imi Enter Material Enter Material Code quantity The customer details shall be fetched from the customer master and the material details will be collected from the sales views of the material master. The pricing details will flow from the appropriate pricing condition records. Once entered all necessary field will get screen as bellow: 62tq wr oles nary (SUBD TOOS Ship-to patty Dewar Pient Req caivaste [> “Total amount Payrenttarms Yai for vats j Cleompiete ay “Topo aK Pisingaate 2-17-2007) 500 [Boe canons) mR 7 7 ono wots FP i rz a o a o Click on sa¥e icon. You will get as bellow message: [202D- SP WTR ASLY- NV AS i | { 1 I T ‘G Inguiry- NTO 10000042 has been saved Create Quotation SAP R/3 menu Logistics > Sales and Distribution —Sales > Quotation > Create Transaction code ‘VA2i 63& Sales document Edit Goto Environment Systern Help Create Quotation: Initial Screen [Ci Create with Reference | || 2 Sales || Item aveniew F B ‘Organizational data” Sales Organization AMPL DOMESTIC SALES Direct Sales Turing Center Division Sales Office Sales Group Select radio bittton you will get list of Quotation as billow: 64‘Create Quotation: Initial Screen - [HG treats wih Reference | [2 Sales [2 tiem oeniew|[& Ordering pai] [e-Sales Documen! Type (1) 29 Enklas found is (Simaniaanora ata” Gales Oroanastion [1610 4] 220m cuoiationcommission J2ap1 setetan-D- conor [220% suotstor-neerned oop J20E1 etalon Bcut }Z0E% Suoiaton Export uotaton-Highses Jab work ‘SuotationsJob wark Suataton-Preject 81 St evan AMPL ‘Suotaton-Rewume Ob Senice & Spare uotation-serap sale ‘Suotation- Sample ‘Suotaton- Specials ‘Suotaton- WTS ‘Suotaton-semwea Salee Office salve Sroup (s)(>| 220 Entioe foune Select required quotation type. Example ZQSO and ENTER. 65& Sales document Evit Goto Environment eS ee a) ao Create Quotation: Initial Scr (CO Create with Reference: System Help ‘lick on Create with = Click on Create wi = — reference icon. _— 5[B)ouctation- MT Organizational data_~ Sales Oraanization [1818 bi AMPL DOMESTIC SALES Direct Sales Tuming Center Sales Ofice Sal Click on Create with reference icon you will get new screen as shown billow: 66Boles document Edit Goto Environment system Help ‘Quotation Type [2080) uotation-mTo “Sales Organization [1810] AMFL.DOMESTIC SALES Distribution Channel ect ales Division 418) Tuning Center SILLS" Create with Reference Inquiry Requested deliv aate pur Oraee | Sola-to pany J WBS slament i 67= Bales documont Edit Goto _Enyironmont System Help (SMB a4 [= Create win Rererence inquiry Sy] Enter Inquiry Number. Reauested deliv. date [] Pur oraer Sold-to party WAS element Ga searcn Select Copy icon, you will get new screen as shown follows: 68Goleta cart, (SUB GT EUMEZONNe BHAGVAINOUCTIONS J BEHIND RPG /57U0N6 MYSORE Eas Po pumas Pods —_ vata tom fea 7_ 207] Yalidte Fox. daixaaie 23.11 2007] Expect onda ae All the details shall be fetched from the Inquiry document. 69ET Change Quotation-MTO 20000044: Overview cutter RAE) Neti) ae Sot pate RTH | AGA Soy SUD | pixoranoucnons eee stn NST PO Number Pode Yeiifen [1.207] Reqdowane 0) [12 geld 00D SRYTR AL WABBEND- ro ———hrsire Enter quotation Valid to field. Click on forwarding icon until you get Material groups Fields like as billow. 70ee Create Quotation-MTO: Overview uctston To Netvalue Cm [ihe Sold-to party BSGO7DKO9 | SHAGYAINDUCTIONS (BEHIND RPG /570016 MYSORE gl Shipto party BOGO7DKO3 | BHAGYAINDUCTIONS / BEHIND RPG 670016 MYSORE PO Numer 70 date 2007 g valid tom 23.11.2097) Yaldto 30.11.2867 Req delvdeto [0] [26.11 2007 Bweciordva, SIE [ [Reason oc ristin 2 L a al a a al El al al rr al al al ml n& Bales document Edt Scto Evtras Enyiranment System a Help Create Quotation-MTO: Overview 8 (28 O2) Hoves| uatation- TO Netvalua 6.60 [NR Soid-to ty BOOOTOKDE BHAGYAINDUCTIONS /BEHIND RPG 70016 MYSORE Ship-to party [pooo7o) BHAGYA INDUCTIONS /BEHIND RPG/§70015 MYSORE PONumber PO date 23.11.2607: | Vali torn 23-11 2067 alts 30.11 2667 Req. delivdate (0) [23.11.2607] Enpect.orcival. 6.66) INR Fill all 5 material groups by s \ ¢ drop down list. Then press ENTER to go to main sereen, 1) C/H Form required, not required or received. 2) Commissioning required, not required or done. 3) CTS Form required, not required or received. 4) Road permit Form required not required or received. 5) Under warranty, Non warranty or not relevant. 2eS Change Quotation-MTO 20000044: Overview SripiojolySAASTALAS RvaNNGLCTINS,REMADG /e7nnin SOR ‘valid rom. 3.11 2087 vase (1.2007) coaie [0] 75.11 2607) bopectova TBD. 0TH ce Select the line item by usin; billow shown:Sales Document tem [Vi ster [eee] feovceteuony [AEN] tenga tem Qeo- of WTR aaLy- on aba ENC-22 a a | 2,4 fms amount ("fesse 500, O08 fu Ta ‘ [Line nvanual en | _ 19s Trcdunscctoge iB Cec a) a curr [wun Joun|eean jun | Te 508,000.00 TR TER ER qu WR TER | TEA ‘Basic Price ‘$08, 568.88 Tuk \ac.60 TNR TER qe) 1 [iex2 eneae cin aon 18 8,090.60. TR cy 3 _|IBED In AED 8.888 6.00 INR o o | hiceslnam cess: 0.8 0.00 THR o a Dee corres epee ole ie) \ cain ne | — tek] te no a is fo | HECSINAR ED. CESS 2a 1,808.20 Ine a Q fa Cheek here all conditions like. ZBP! for Price, JEX2 for Excise duty 16%, Ete, Select Back icon to reach main screen. 4ie Seles document Edit Golo Exttes Eryronmert system Help Oyen Header Sales Sales Create Quotation aaa @é Back =F Quotation To 60, 405.20 | T0R Contract Data Soleo party SODZORGS | BHAOWANN BMYSORE cy] ae S 1 Bilin Siciosety (SOWIE autciany 7 $ JMVSORE Po Number vem 2 County Condifons Account assignment Schedule ines Parner Teds 3.11 POO? oat 2007) i Step 1: Select the Material 457,685. B0]INR Purchase order data Stetus Item [Material ‘Order quan More functors 1) Step 1: Select the Material 2) Step 2: Click on Goto icon and select shipping screen as shown, you will get new screen as shown. billow: 15= Create Quotation-MTO: Item Data 4) [4 ][>] [>t] | [Ef (35) (4) | (El [ee Gales Documentitem [18 item category [ABN | Standard tern Material (902661200 =| B02. SRV MTR ASLY- BNM- ABS.ENC-92 Ships party ———_(RORAZDKMAY] SHAG NOUICTIONS /BEHIND RPG /s7o01A MYSORE [Shippina Untoading Point | |Receiingpoint (i Gepanment | —J Sewenence |] “Plant frees asian icRONG PY. Stor. location Shining Point _[1800| MPL Parl lv item Route. [ Max.Part. Deliv. a Motmoiahtare j der eombinat Mnsomtms ye |] ‘shinning te |_| earstrar ct eee — | C)Pop-retevant | Weight an vatarn= eae Net weight i 100/487) Enter Net weight and ia Gross weight Wy Gross weight. fs eum us = Click on Billing document tap page, you will get new screen as shown billow. 16fg Aales document Edit Soto Stas _Eryranment System Help eo a SE Eales Documantitarn [16 Her category [AGH | Standard therm Material |an2ee1200 | 8025- SRV MTRASLY- SNM ADS ENC-32 BHAGYA INDUCTIONENQEHING RPG / 570018 MYSORE Incoterms |) Fixed vai.cate { FaymentTerms WQO1| 36% Aevance slonawin PORES” Aaavalue save |] Elling block { 5) Acctasgnmt gro a) Inveleingaates | ||| paymentmetnos | Billing date (panzer = “semrendered | | Even rate-acet ] Taxclassiic. [7] Dunn 3] Supainverovess C] Bunning block fordunning | Rev. recon w ret \* (EifFinanciat Doc. Need to select Incoterms by selecting Radio button to get list of Incoterms, Select which is required. Incoterms is nothing but transportation planning. How we are supply the material to the Customer. Example selects ZDD - Door Delivery. It will look like as billow. 7fg ‘gales document ait polo Etras Environment BHADYA INDUSTIONE f% movanca slong wih PO &Ba System Helm hem eateaony | 803D- BRV MTRASL GH] Stanciara nem BEHIND RPG (5700/6 MYSORE Fiwedvaidaie | ‘Add.value days [ 3) “eullng dete Servrendsred classifi, Subs invPracese ing block | Ei) | Acct asgnrnt am Inveteina dates | 5) PORE ASIEIaR ‘Acc. sta Postnaparod 6 |] Eichrate-scct, Bunning ey a ‘Dunning block Rey. recog | at ima Freedtor aunning Fay quar ary Finane doen ] Benrec Click on Baek button to go back to main sereen, PaytouarFn |_| Rot [Bi Fimanciai toe | 8Quotetion-wTo 20008044 Netyalue 562 400.00 | IN Solio party BODO7DK09 | BHAA INOUCTIONS /EEHIND RPG | 570016 WYSORE ia Shio-o party BHAGYAINOUCTIONS / BEHIND REG 1570016 MYSORE PONumber |Podate Vala tam 23.11.2007 Vali Rey. delizdate 0] [23.11.2067 Expect ortval 467,680.83] ‘te 90201206 Click on Header detaif icon to complete text details. You will get new screen as follows: 79Change Quotation-MTO 20000044; Header Data | [& GumentTo ——_S00000H | Pustase enero Sot ty “SQWUTHOD | GHAGYRINDUCTIONS BEANO RPO STON BMSORE s a) Click on ‘Texts tp page to view text details, 80Change Quotation-MTO 20000044: Header Data ouseanon ro [zs0000%4] Pureresecrserma, = [) ole0 a1) [BBOOTIKEE ) GHASYAINDUCTIONS /GEMING RPO/ 970016 WYEORE EB Fotow Uy arnarks [& scope orduppyywit [@ Foundator\aotaic (@ Floorarea dgcram. [& Pre-Commis\ianing (Be Prenered br [@ checked by [@ Authorised Siandyor Here we can add additjénal delgils like: Click on the field Tey ition to write details of terms and condition and also you can download by clicking on Load local file icon. 81AA os uetenon WTO Boldt pam Purchase order no [ HAGYAINDUGTIONS/ BEHIND RPG /87001 8 MYSORE | 20ohal S15) als) ela! iss Chava Pn Qucinien Order G terms 8 Contion [@ Authorised Signator (@enel oe EB ceow Us Remar TB Scone ot urna [@ Foundation detail [@ Floor area diagraf Wg rrecorssig [B cecten [authored Continue to/do the other requited texts same, You can right your own and No download. If you want to right your wn click on the text type you want example Prepared by and enter name Select Save icon to save the document. You will get the message as follows. @ ductaton-wTO 20000082 has been saved Create Sales Order (Order Acceptance) SAP R/3 menu Logistics > Sales and Distribution Sales > Order—> Create Transaction code ‘VAOL 82Create Sales Order: Initial Screen TE Greate with Reference | (& Sales |[2 item oveniew |[2 Ordering natty] Order Type _b jigational ala” Sales Organization Distribution Chamel | Division alos Ofico “Sales Grown First we have to select appropriate sales Organization, Distribution Channel and Division. The Sales organization is 1810, the Distribution Channel is 10 for Direct sales and the Division 10. (Sales Organization + Distribution Channel + Division constitute a sales area). The sales Office is optional entries which helps a lot for reporting purposes. After the organizational data is entered, now select the order type and drill down and all the sales documents assigned to the sales area will be displayed.Bales document Edit Goto Environment _Systern Help AB Create Sales Order: Initial Screen 1 Cre je with Reference] | [2 Sales |[& Wemaveriew|[2 Orderinunarty) [= Sales Document Type ()_70 Entries found ‘order Type | E =o = [yea] 0 [os [ea] Si) ‘Organizational data, | saty [De: - a Sales Organizaton 1816) a ‘Creme Ree, fl Distribution Channel [10] DR1_ Dr. Merno Rea, fl Division 1 JV Jobwork Order aecume |) ZOE raor-commiscion OCR. Credit Nema Request, FOD1 Order Deemed Export ZODR Denit moma Request | 200% order-Deemed exp ee Order Export Sales Sales Group OEX Order-Export OHS Order-Hiahsea ‘OI Ordlersiniowark [Z0PR cruerProject JZ0R1 Ordor- MTO |ZORA Order MTO-Auent Select the Order Type ZORI for MTO sales, 84Order Type aaa Sales Organization [FOR [3) order. wro Distribution Channel__[10) Division o Sales Office [| Sales Group Ty Click on Create with Reference icon 1818) AMPL DOMESTIC SALES Direct Sales Turning Center 85Salve cccuront_Eell_Sol_Enyrownont _syetery Hol Pur Orca Sold par _} Now press Copy icon to continue. The Overview screen will be as follows: 86leg sit Golo System Help Order - MTO: Availability Control ies | Click on Continue Icon. ian [| wrens fi) Waal sane 1260 020-8 MTR AGL AW ABS ENC 32 Pent co ‘Rencedn ats (28.17.2007 open auanty Cor tate wacFenbetenes DelvCunfDae 28112007 ¢ 23:11.2007 Corsimed guoity _—G ) ——— rr This screen is showing status of Material Availability. And it says Confirmed quantity is zero for this order. After entering the Continue Icon, the screen will appear like this: 87ssc aocunert kot jute ecre_sryronment_syetom HoH er uTO etlue 582,400.00 | 2 ola yan BUOITEME SHAGYAINOUCTIONS /@EHIND RPG | a7001 MYSORE Ships oat BHAGYA NOUCTIONS /SEHIND REG 570016 SORE onnber ghd |) Enter PO Number 2) Enter PO date Reaavtvie [0] 2.01 207) Dieonoute a Deter ain bac CewerPint ‘Career value Paymertteens 0001] 35 ser essan nem _Juoteral | pease fsu_|s_ [Description [Pint [Customer Maten: []tobseeci 260 “IEA B020-SRVNTR AGLI BMH AB..1800 U Phe [el Note: The Delivery block and Billing block as shown above can be removed, if the user has authorization, otherwise the authorized user has to go the change mode [VA02] and shall remove the delivery and Billing Blocks. Now press “ENTER”. The customer details shall be fetched from the customer master and the material details will be collected from the sales views of the material master. The pricing details will flow from the appropriate pricing condition records. 88‘neo gone Shiniopaty All the encircled data flows from respective masters or Renuea I 6 a cmeinevabe nae wns (oi] JeAavne son s configuration, onernen 2 a fem feast ooerveay [5 been lvmiraniewiciverm ba rau ir] asec Tk roar RSE GAO. im 325 SS, c oT, et o ve a iD eae L 5 B23) ojo fe) ‘The payment terms and the Incoterms defaulted from the customer master can be modified as per the current trend. The delivering plant is also defaulted which is not visible above but shown a partial portion for understanding. a ea 8 seers | , 8 i Order ason fem [erat “Doeerquny H ~ougeeci2e0 [at 89Flag the item line as shown below and click the condition icon [9] in the bottom portion to go to the pricing sereen. |_lteri ata! [drerausntty (8 [s_[ovscnpon_([Pint [fuss ttin ca [o. (a eal] ‘The Pricing sereen for this line will appear. Create Order - MTO: Item Data alex Socumvettar [1 wm casgoy_ [TAH] Standen terial [9026c1203 |B 2D. SRY MTR ASLY- BNW ABS.ENC-32 ty 4 |e Net, 582,409.00 [INR Tax ——*8, 298.08 [_Jearyvame Tamount_ fery [per _[u[condinonvaiue [cur [uum [ounjecon [un [Sor seilore £00,005 05 18 1 oe, 00 | TEA TER ‘Bub Tar o 0s Ta 00 IN Tea TEA Liaw ara excise © IN 0 5 [pt Tax sist code 76 005 « 8, 900° 60 tw a ® | MoD Escise Duty 10% 9.000 ‘36,900.60 tN a ® Hy pee 200,000.00 mR 1A 00,980.00 tif EK 14 Lerezrcseouv@9% 00.0 20,200. ° q NEDA ACD b ° é 000 Lex) a8, 900 ie ql oo 11.0 IN a © 89 +5 00,000 09 WR YEA) Sa,600-60 MP) teK tk | fneeinam cess 0-09 toot oo ° ASE-BED+AED+6 $89,000.00 NR _1ER 6,000.60 (MF | 1A |_Mceb ina Cees: 9.003 o jeceinwvao.ceee a 90‘We can see the pricing details as above. Being MTO sale, we can see the excise duty and the ecess being calculated. Si 0 i att A tag) Ft ros 04 o ijk) ne e200 00 Ie Tx 28.07 jentyvarne farmaunt rey per fur fconeition aie fur founfecon um [conaion value | | [iiieinnamSuerage | oo come a #00 [JOS NARLET Suey | 8.00 I 00 WR 8 cil 4.00| LosivanvT 1. Bus mew Cl 1. | inDachenseonsht 29,208.00 THR ER 06.00 TREX | EK | 4.00 [| icessonver | ea a.m 06.00 mR NEA) EA #00] FASEVEED ED CEE. | Dm ek ——E.5.00 WEA) TEA i.00]| tet value 1 605..688 60 Ine 4EN 605.095.00 1M TER tex | veo! Observe the tax details. Being Local sales, System is calculating the VAT Sales. Now select the ASERUUEIGET ., encircled above by clicking it. Foe date end ay rd quarity Delverytime [ E) Delivered ty 8 ‘We can see that the item being confirmed qty. is zero means that the stock is not available. Now press the [2 go to the overview screen. o1