SAP Sales Flow

June 2019
 SALES CUSTOMER TESORERÍA ALMACÉN FACTURACIÓN
DEPARTMENT SERVICE TREASURY WAREHOUSE INVOICING
N
O
Customer wants
S to buy a product
A
P

Product Sales Credit

Order Management

Delivery
Note Shipment Order Sales Invoice

S
A
P
Delivery Note Invoice Printing
 SALES ORDES (VA01, VA02, VA03, VA05)

SAP Order Manual SAP Order EDI

ZTA
ZEDI
ZKB
ZTE

VA01
VA02
VA03
VA05
 SALES ORDES (VA01, VA02, VA03, VA05)

• The sales area is a simply combination of: Sales Organization , Distribution Channel and Division. The Sales Organization is responsible for the sale and
Sales Area distribution of goods within the Company. The sector includes a number of products or services and is used to determine the Business Area to which the sale is
assigned.

Sold-to Party • The Sold-to Party is who makes the request of the product.

• The Ship-to Party is where the product is delivered . It may be the same as the Sold-to Party or not. The destination of the goods we will derive the tax code and the
Ship-to Party VAT percentage we have to apply to the operation.

• Both Payment Term as the Incoterm (a set of rules which define the responsibilities of sellers and buyers for the delivery of goods under sales contracts) are taken
Payment Terms / automatically from the Sold-to Party Master Data. These values ​can be changed at the time of loading the Sales Order.
Incoterm
 SALES ORDES (VA01, VA02, VA03, VA05)

• The condition indicates, for example , whether the system should use surcharges or discounts or other price elements such as transport costs and taxes in pricing . It
Price Conditions is determined by Class Order Sold-to and Material and has validity period.

• Taxes are determined automatically by the country of the Sales Organization , destination of the goods and the product. Taxes are calculated against the price. This
Taxes price may be an amount including tax or not.

• The Material is the product code the customer wants to buy. It is involved in the Tax
Material Calculation , Item Category determination, Price Condition, Procurement (VD52).

• They are used to reject the Sales Order Product . Reason for Rejection can come from our company or from the Customer. When a rejection reason is indicated , the
Reason for system automatically deletes all amounts necessary (MRP requirements) for all items previously created.
Rejection
 SALES ORDES (VA01, VA02, VA03, VA05)

• Schedule Line is the division of an item in a sales document according to supply dates and quantities. There are different types of Schedule Lines , differentiating
Schedule / between those who are for production planning and therefore not deliverables and those that are opposite.
Delivery Date

Incompletion
Log (OVA2)
 SALES ORDES (VA01, VA02, VA03, VA05)

Plant / Shipping
Point / Route
 SALES ORDES (VA01, VA02, VA03, VA05)

Output Type
(Nace - V1)
 SALES ORDES (VA01, VA02, VA03, VA05)

Output Type
(Nace - V1)
 SALES ORDES (VA01, VA02, VA03, VA05)

Credit Management is a process in which Company sells a product / service to customers on credit basis. The company
collects payments from customer at a later time, after sale of product. The amount of credit  fixed  by a company for a
customer is  called credit limit. The customer can Purchase the product from a company within the credit limit, and
when the credit limit is crossed, order is blocked by the system.

SAP transaction VKM4 is used to release blocked sales order by credit limit.
 PROCESSING SALES ORDES (ZSD001)

SAP transaction ZSD001 is used to confirm the sales order and generate the delivery and shipment orders in SAP.

 Check with planning the red warnings – No Stock in the loading date.
 Check blocked order for creating delivery (credit limit).
 Once that the information is OK you generate the delivery and shipment order just by clicking on ‘Modify status’.
 SHIPMENT ORDER (VT01N, VT02N, VT03N)

SAP transaction VT16 is used to check the transports with unassigned forwarder (status 1 – Planified).

 Check the shipment order.

 Assign the forwarder.
 Register the shipment order.

Once that the shipment order is

registered (with check-in active),
the system automatically sent by
email the ZT02 message (Warning to
The forwarder about the shipment
order ready to be loaded).
 SHIPMENT ORDER (VT01N, VT02N, VT03N)

SAP transaction VT02N is to modify the shipment order.

 Loading Start (when the truck is entering to the Factory).

 Shipment Completion (when the truck is just loaded).

 The shipment cost must be calculated:

VI01 – Create
VI02 – Modify
VI04 – Massive Create
VI05 – Post to Finance

 Post Good Issue are posted