Delivery Processing in Sales and Distribution

7/31/2019 Delivery Processing in Sales and Distribution

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Delivery Processing in Sales and Distribution

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Index

1. Abstract ............................................................................................................................................. 3

2. Keywords .......................................................................................................................................... 3

3. Introduction ....................................................................................................................................... 3

Necessary data for creating the delivery document .......................................................................... 3

4. Creation of delivery type ................................................................................................................... 3

5. Creation of the delivery document..................................................................................................... 4

6. Subsequent Functions ...................................................................................................................... 6

Creation of Transfer Order ................................................................................................................ 6

Post Goods Issue .............................................................................................................................. 7

7. Summary ........................................................................................................................................... 7

8. Reference ......................................................................................................................................... 8

Websites ........................................................................................................................................... 8




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1. Abstract

In this white paper you will get to know how the delivery process happens in SAP SD module once the sales

order has been created. From the sales order we get to know the schedule line date and the shipping point.

This data helps us to create the delivery document. In this white paper, you will also learn how to create a

delivery type and configure it so that delivery can be created with it. I have also discussed the subsequent

process that has to be carried out once the delivery document has been created.

2. Keywords

Delivery document

Schedule line

Selection date

Shipping point

Delivery type

Transfer order

Post goods Issue

3. Introduction

Once the sales order is created, we can create the delivery document based on the schedule line date and

the shipping point that is determined in the sales order.

• Necessary data for creating the delivery document

The sales order number, the shipping point and the schedule line are the three main data required for creating the outbound delivery.

However, before creating the outbound delivery document, you need to create the Delivery type and

maintain the copying control for it.

4. Creation of delivery type

The menu path for creating the delivery type is as follows:

IMG: Logistic Execution Shipping Deliveries Define Delivery Types.

Here you can either create a delivery type by copying from an existing delivery type with the help of the

“Copy As” icon or you can click on “New Entries” button. The “Item no increment” field is the mandatory field

while creating a delivery type.

After the creation of delivery type, we need to maintain the copying control for deliveries.




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The menu path for maintaining the copying control is as follows:

IMG: Logistic Execution Shipping Copying Control Specify Copying Control for Deliveries.

This menu path will take you to the “Display view header: overview” screen. In this screen, click on the

Change button; this will change the view of the screen from ‘Display’ to ‘Change’. Now you can maintain the

copying control for the new delivery document type from the sales document type in two ways:

1) copying to delivery document type from an Existing combination of sales documents; or

2) clicking on the “New Entries” button.

While maintaining the copying control make sure that all the relevant item categories are maintained in the

Item folder on the left hand side of the screen. To check whether all the required item categories are

included in the copying control, you need to select the combination of Sales document type and Delivery

type and click on the “Item” folder on the dialog structure on the left hand side of the screen. This will take

you to the “Change view Item: Overview” screen. In this screen, you can check whether the necessary item

categories are maintained or not.

If you do not maintain the Copying control from sales document type delivery type, you will not be able to

create the delivery document. This is because the Copying control helps information to get copied from the

sales order to the delivery document.

5. Creation of the delivery document

Once the delivery type has been created and the copying control has been maintained, we can create the

delivery document.

The menu path for creating the outbound delivery is as for as follows:

Logistics Sales and Distribution Shipping and Transportation Outbound Delivery Create Single

Document With reference to Sales Order

You can also use the transaction code VL01N.

The Schedule line tab page of the item details screen in the sales order gives us the material availability

date. This date or a date after this can be entered in the selection date field of the “Create outbound delivery

with order reference“screen.

Similarly the Shipping tab page of the Item Details screen in the sales order gives us the shipping point. This

shipping point has to be entered in the Shipping point field of the “Create outbound delivery with order

reference” screen.

After this, enter the sales order number for which you are trying to create the delivery document and press

Enter. Figure 1 displays the “Create Outbound Delivery with Order Reference” screen.




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Figure 1

Once you press Enter after entering the necessary information in the “Create Outbound delivery with order

reference” screen, it will take you to the “Delivery Create: Overview” screen. Figure 2 gives us a view of the

“Delivery create: overview” screen.

Figure 2

In this screen, we just need to click on the Save button to save the delivery document. Once we save the

delivery document, we will get the outbound delivery document number.




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6. Subsequent Functions

• Creation of Transfer Order

If the warehouse management is activated for a particular plant and storage location, we will have to create

the Transfer order. Transfer order is required for the movement of goods with in the warehouse. Thecreation of the transfer order also initiates the picking process. This is an optional process in Shipping

processing or Delivery processing.

The Picking tab page of the “Delivery create: Overview” screen gives us the information whether the creation

of transfer order is required or not.

Figure 3

The “OverallWMStatus” field of the Picking tab page in the “Delivery Create: Overview” screen (refer to

Figure 3) tells us whether Transfer order is required to be created or not. If this field says WM trans ford req,

it means that we need to create the Transfer order.

We can create the Transfer order directly from the Delivery document by clicking on Subsequent Function

Create transfer order. In the subsequent screen, enter the warehouse number, choose

Foreground/Background and press Enter. If you have chosen Background, the Transfer order would be

created and you would get the Transfer order number on pressing Enter. If you have chosen Foreground, it

would take you to the next screen where you need to choose the Post button to get the Transfer order

number. We can get the ware house number from the Picking tab page of the “Delivery Create: Overview”

screen. After the creation of the Transfer order, if required, we need to confirm it and then do the Post

Goods issue.




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• Post Goods Issue

Posting of the Goods issue for an Outbound delivery completes the Shipping activities. Goods issue can be

posted by changing a single outbound delivery or by collective processing. To Post the Goods Issue, you

first need to open the Delivery document in the change mode by following the menu path:

Logistics Sales and Distribution Shipping and Transportation Outbound Delivery Change

Or use the Transaction code VL02n. Now in the “Change delivery: Initial” screen, enter the Outbound

delivery document number and press Enter; this will take you to the “Delivery Change: Overview” screen. In

the “Delivery Change: Overview” screen, you need to click on the “Post Goods Issue” button to Post the

Goods issue for the Outbound delivery document.

Post Goods Issue reduces the inventory stock and posts the value change to the stock accounts in inventory

accounting. It also reduces delivery requirement, enters status information in the outbound delivery, and

creates a work list for billing.

7. Summary

Once the Sales order is created, the delivery process begins. The schedule line date determines on which

date the material can be delivered at the customer’s place. Based on this date, the delivery document is

created. Once the delivery document is created, we need to carry out the subsequent processes like

creating of transfer order (if the warehouse management is activated for the Plant and storage location) and

posting the Goods Issue. The Whole process can be summarized in a simple diagram as given:

Sales Order

Outbound delivery documentIf WM is activated

If Wm is not activated

Create Transfer order

If required

Confirm transfer order Post Goods Issue




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8. Reference

• Websites

www.help.sap.com

Documents

Delivery Processing in Sales and Distribution