SAP BBP

EHP4 for SAP ERP 6.0

March 2010

English

Sales Order Processing: Sale from Stock (109)

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany

Business Process Documentation

SAP Best Practices Sales Order Processing: Sale from Stock (109): BPD

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Cross-references to other documentation.

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Contents

1 Purpose.................................................................................................................................. 5

2 Prerequisites.......................................................................................................................... 5

2.1 Master Data and Organizational Data.............................................................................5

2.2 Business Conditions........................................................................................................7

2.3 Roles............................................................................................................................... 7

2.4 Preliminary Steps............................................................................................................8

3 Process Overview Table.........................................................................................................9

4 Process Steps...................................................................................................................... 10

4.1 Credit Management Check for Sales Order...................................................................10

4.2 Sales Quotation (Optional)............................................................................................12

4.3 Sales Order Entry..........................................................................................................12

4.4 Credit Management Review Blocked Sales Orders.......................................................15

4.5 Delivery Processing.......................................................................................................16

4.6 Picking (Optional)..........................................................................................................18

4.7 Checking Batches (Optional).........................................................................................19

4.8 Assigning Serial Numbers (Optional)............................................................................20

4.9 Posting Goods Issue.....................................................................................................22

4.10 Billing............................................................................................................................. 24

5 Follow-up Processes............................................................................................................25

6 Appendix.............................................................................................................................. 26

6.1 Reversal of Process Steps............................................................................................26

6.2 SAP ERP Reports.........................................................................................................28

6.3 Used Forms...................................................................................................................29



Sales Order Processing: Sale from Stock



1 PurposeThis scenario describes the entire process sequence for a standard sales process (sale from stock) with a customer. The business process encompasses all the steps between creating an order to the clearing of a customer account after payment is received.

The process starts with the creation of a customer's standard sales order. Depending on the customer and the material, various special events take place during the order entry, such as customer/material pricing, insertion of applicable discounts, checking the availability of the materials, and checking the customer‘s credit history.

It is checked whether enough material exists in the required storage location. If not, a stock movement takes place then the picking slips are generated to the warehouse clerks to stage the product for shipment to the customer.

Once picked, the physically shipped quantity has to be registered in the system to ensure that there are no differences between the sales order and the delivery document. If there are actual differences, they can also be documented which ensures correct postings.

After the completion of picking, the warehouse clerk has to systematically review the inventory. This review of the inventory is the actual recording of the physical quantity that is being shipped to the customer, allows the recording of the cost of goods sold in financial accounting.

Once the inventory has been reviewed, the delivery can be invoiced and the revenue together with the cost of goods sold recorded in management accounting. This step signifies the end of the business transaction within Sales and Distribution.

2 Prerequisites

2.1 Master Data and Organizational DataSAP Best Practices Standard Values

Essential master and organizational data was created in your ERP system in the implementation phase, such as the data that reflects the organizational structure of your company and master data that suits its operational focus, for example, master data for materials, vendors, and customers.

This master data usually consists of standardized SAP Best Practices default values, and enables you to go through the process steps of this scenario.

Additional Master Data (Default Values)

You can test the scenario with other SAP Best Practices default values that have the same characteristics.

Check your SAP ECC system to find out which other material master data exists.

Using Your Own Master Data

You can also use customized values for any material or organizational data for which you have created master data. For more information on how to create master data, see the Master Data Procedures documentation.

Use the following master data in the process steps described in this document:



Master / Org. Data

Value Master / Org. Data Details

Comments

Material H11 Trading Good for Reg. Trading (MRP planning)

no Serial no.; no batch

See sections Business Conditions and Preliminary Steps.

Material H12 Trading Good for Reg. Trading (reorder point planning)

no Serial no.; no batch



with serial numbers, no batch

Only use if you have activated the building block Serial Number Management (126).

See the sections Business Conditions and Preliminary Steps.


no Serial no.; batch controlled (Exp. Date)

Only use if you have activated the building block Batch Management (117).



no Serial no.; batch controlled (FIFO strategy)



Material F29 Finished Good MTS for Process Industry (PD planning)

no Serial no.; with batch (Exp. Date)



Material F126 Finished Good MTS for Discrete Industry (PD planning)

with Serial no.; with / w/o batch (FIFO strategy)

Only use if you have activated the building block Serial Number Management (126).


Sold-to party 100003 Customer domestic 03 You can test the scenario using another domestic customer.

Ship-to party 100003 Customer domestic 03

Payer 100003 Customer domestic 03

Plant 1000 (1100)

Storage Location

1030/1040

(1130/ 1140)

lean WM / w/o lean WM

Shipping Point

1000(1100)

Sales 1000



Master / Org. Data

Value Master / Org. Data Details

Comments

organization

Distribution channel

10

Division 10



2.2 Business ConditionsThe business process described in this Business Process Documentation is part of a bigger chain of integrated business processes or scenarios. As a consequence, you must have completed the following processes and fulfilled the following business conditions before you are able to start going through this scenario:

Business Condition Scenario

You have completed all relevant steps described in the Business Process Documentation Prereq. Process Steps (154).

Prereq. Process Steps (154)

To run through this scenario, the materials must be available in stock. If you use trading goods (HAWA) you can either:

Run through the procurement w/o QM (130) process, or

Create stock using transaction MIGO (for details see chapter Preliminary Steps).

Procurement w/o QM (130)

To run through this scenario, the materials must be available in stock. If you use finished goods (FERT) you can either:

Run through the Make-to-Stock Production - Discrete Industry (145) process (for material F126) / the Make-to-Stock Production - Process Industry (146) process (for material F29) or

Rreate stock using transaction MIGO (for details see chapter Preliminary Steps).

Make-to-Stock Production - Discrete Industry (145) (material F126)Make-to-Stock Production - Process Industry (146) (material F29)

2.3 Roles

UseThe following roles must have already been installed to test this scenario in the SAP Netweaver Business Client (NWBC). The roles in this Business Process Documentation must be assigned to the user or users testing this scenario. You only need these roles if you are using the NWBC interface. You do not need these roles if you are using the standard SAP GUI.

Business role Technical Name Process Step

Employee (Professional User)

SAP_NBPR_EMPLOYEE-S Assignment of this role is necessary for basic functionality.

Sales Administrator SAP_NBPR_SALESPERSON-S Sales Order Entry

Warehouse Clerk SAP_NBPR_WAREHOUSECLERK-S Delivery Creation

Picking (optional)

Assign Serial Numbers

Post Goods Issue

Accounts Receivable Manager

SAP_NBPR_AR_CLERK-M Credit Management Check for Sales Order

Billing Administrator SAP_NBPR_BILLING-S Billing



2.4 Preliminary StepsTo run through this scenario, the materials must be available in stock.

Procedure

1. Access the activity using one of the following navigation options:

Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC menu Logistics Materials Management Inventory Management Goods Movement Goods Movement (MIGO)

Transaction code MIGO



Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role

Business role Warehouse Clerk

(SAP_NBPR_WAREHOUSECLERK-S)

Business role menu Warehouse Management Consumption and Transfers Other Goods Movement



2. On the MIGO overview screen, make the following entries:

Field name Description User action and values Comment

Business Transaction

A01 – Goods Receipt

Select A01 – Goods Receipt from the 1st Drop-Down Menu

Business Transaction

R10 – Other Select R10 – Other from the 2nd

Drop-Down Menu

Movement Type 561 561 – Receipt per initial entry of stock balances into unr.-use



3. Choose Enter.

4. On the Goods Receipt Other screen: Material tab page, make the following entry and choose Enter:


Material <Material number>

5. On the Goods Receipt Other screen: Quantity tab page, make the following entry and choose Enter:


Qty in Unit of Entry 100

6. On the Goods Receipt Other screen: Where tab page, make the following entries and choose Enter:


Plant <plant>

Storage Location <storage location> lean WM / w/o lean WM

7. On the Goods Receipt Other screen: Batch tab page, make the following entry and choose Enter:


Date of manufacture

Enter the current date or a date in the past

Only relevant for material H22, F126 and F29

8. On the Goods Receipt Other screen: Serial Numbers tab page, make the following entry and choose Enter:


Create Serial Nos Automatically

Only relevant for material H20 and F126

9. Choose Enter.

10. Save your entries.

11. Choose Back to return to the SAP Easy Access screen (SAP GUI).

Or

Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).

ResultThe quantity of 100 has been posted.

Financial postings:

Material Debited Accounts Credited Accounts Cost Element / CO Object

Trading Good (HAWA)

12110000 Trading goods

69130020 Invent own products

none

Finished Good (FERT)

12210000 Finished goods

69130020 Invent own products

none



3 Process Overview TableProcess Step External

Process Reference

Business Condition

Business role

Transaction Code

Expected Results

Set Credit Limit Credit Management (108)

See scenario no. 108


Credit Limit for Customer 100003 has been set.

Sales Quotation (optional)

Sales Quotation (112) (optional)

Sales Order Entry

Customer request for material

Sales Administrator

VA01

Review Blocked Sales Orders

Credit Management (108)



Sales order is released.

Delivery Creation

Warehouse Clerk

VL10C Delivery is created. The Warehouse Transfer Order is created.

Picking (optional)

Warehouse Clerk

VL02N Material is picked.

Check Batches

Warehouse Clerk

VL02N

Assign Serial Numbers

Warehouse Clerk

VL02N Serial Number is assigned.

Post Goods Issue

Warehouse Clerk

VL06O The goods issue is posted.

Billing Material shipped invoice required

Billing Administrator

VF04 Billing is carried out.

Incoming Payment

Accounts Receivable (157)

Accounts Receivable



Sales: Period End Closing Operations

Sales: Period End Closing Operations (203)





4 Process Steps

4.1 Credit Management Check for Sales Order

UseIn this activity, you set a credit limit for the customer.

PrerequisitesSales orders are blocked due to credit check block.

Procedure



SAP ECC menu Accounting Financial Accounting Accounts Receivable Credit Management Master Data Change

Transaction code FD32



2. On the Customer Credit Management Change: Initial Screen, make the following entries:


Customer 100003

Credit control area <Credit Control Area>

Central data (General data tab page)

Select

Status (Credit control area data tab page)

Select



3. Choose Enter.

4. On the Customer Credit Management Change: Central Data screen, enter the following data and choose Next screen.


Total Amount 2,500,000 Example

Individual limit 2,500,000 Example

Currency JPY



5. On the Customer Credit Management Change: Status screen, enter the following data:


Credit limit 2,500,000 Example

Risk category 001




7. Choose Back to return to the SAP Easy Access screen.



Business role Accounts Receivable Manager

(SAP_NBPR_AR_CLERK-M)

Business role menu Accounts Receivable Master Data Customers



2. Select the customer and choose Edit Credit Limit.

3. On the Customer Credit Management Change: Initial Screen, make the following entries:


Customer 100003

Credit control area <Credit Control Area>

Central data (General data tab page)

Select

Status (Credit control area data tab page)

Select



4. Choose Enter.

5. On the Customer Credit Management Change: Central Data screen, enter the following data and choose Next screen.


Total Amount 2,500,000 Example

Individual limit 2,500,000 Example

Currency JPY



6. On the Customer Credit Management Change: Status screen, enter the following data:


Credit limit 2,500,000 Example

Risk category 001




8. Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home.

ResultThe credit limit is set for the account 100003.

4.2 Sales Quotation (Optional)

Sales Quotation (112)

UseThis scenario describes the process for a standard sales quotation

ProcedureComplete all the activities described in the Business Process Documentation of the scenario: Sales Quotation (112).

4.3 Sales Order Entry

UseIn this activity, you enter a sales order.

Procedure



SAP ECC menu Logistics Sales and Distribution Sales Order Create

Transaction code VA01



If you have installed the scenario Rebate Processing: Free Goods in your system and you use material H11, the following warning may appear: Minimum quantity 1.000 PC of free goods has not been reached. To skip this warning, choose Enter.

If you do not want to use Lean Warehouse Management (WM), choose the field and choose product availability tab, and then choose a storage location Shipping w/o Lean WM (for example 1040).

2. Enter the Order type OR (Standard Order) and choose Enter. (You can optionally enter organizational data)

3. Make the following entries:


Sold-To Party 100003

Ship-To Party 100003

PO number Enter a customer purchase order number as reference.

Order reason For example: Excellent price

Material Number <Material number>

Quantity 1 each



4. Choose Save.




Business role Sales Administrator

(SAP_NBPR_SALESPERSON-S)

Business role menu Sales Customer Cockpit



2. Make the following entries and choose Display Customer:


Customer Number 100003



3. On the Customer Cockpit screen, select the following option:


Other Activities Create Order Select Create Order from the Drop-Down Menu



4. On the Create Sales Order screen, make the following entries and choose Start:


Sales Document Type OR Standard Order



5. On the Standard Order: New screen, make the following entries:


PO number any Enter a customer purchase order number as reference.

Order reason For example: Excellent price

Material <Material number>

Order Quantity any



If you have installed the scenario Rebate Processing: Free Goods in your system and you use material H11, the following warning may appear: Minimum quantity 1.000 PC of free goods has not been reached. To skip this warning, choose Enter.

If you do not want to use Lean Warehouse Management (WM), choose a storage location Shipping w/o Lean WM (for example 1040) by selecting the item and choosing the Product Availability tab on the screen section next to the Item Overview section. Enter the selected storage location (for example 1040) in field Storage Location.

You can personalize the sales order screen by hiding or displaying certain tab pages. For example, if you want to hide the tab page Pricing, right-click the tab and choose User Settings Hide Tab Pricing. Alternatively, choose More to get a dialog box in that you can add or remove all available tab pages for that screen area.

6. Choose Save Document. Make a note of the sales order number: __________

You can now display the created order on the Customer Cockpit screen. Choose Refresh. The latest order is the one that has just been created.


ResultThe order is saved and the order confirmation is printed out.

The printout of the order confirmation is executed automatically and immediately (see settings in SAP GUI transaction VV11 for output type BA00 and defaults in your user settings in transaction SU3); however, only in the case when the sales order is not blocked (see next chapter Credit Management Review blocked Sales Orders).

You also have the possibility to start the print out manually (although only in the case when the sales order is not blocked; see next chapter Credit Management Review blocked Sales Orders):


SAP ECC menu Logistics Sales and Distribution Sales Order Display

Transaction code VA03



1. Enter the order number on the Display Sales Order: Initial Screen. From the menu, choose Sales Document Issue Output To

2. Mark the line with the message type BA00

3. Choose Print.




Business role menu Sales Sales Orders Sales Order Processing



1. Choose the All Sales Orders tab page (refresh the current query if necessary).

2. Mark your sales order and choose Show Order Confirmation as PDF.

3. On the Convert Spool to PDF screen, choose Print.

4.4 Credit Management Review Blocked Sales Orders

UseThe sales order failed the credit check. In this activity, you review blocked sales orders and resolve any credit issues.

Prerequisites Sales orders are blocked due to a credit check block.

Procedure



SAP ECC menu Logistics Sales and Distribution Credit Management Exceptions Blocked SD Documents

Transaction code VKM1




Business role Billing Administrator

(SAP_NBPR_BILLING-S)

Business role menu Sales Credit Management Blocked SD Documents



2. On the Block SD Documents screen, make the following entries:


Credit control area <credit control area>

Credit account 100003 The relevan t sold-to party



3. Choose Execute.

4. Select a sales order to review.

5. To display the credit data for this customer, from the menu, choose (NWBC: More…) Environment Credit Master Sheet. Analyze the credit information, and resolve any credit issues that need to be handled.

6. Choose Back.

7. Select the sales order to be released then choose Release.

8. Choose Save.

9. Choose Back to return to the SAP Easy Access screen (SAP GUI).

Or

Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).

ResultSales orders that were blocked for credit reasons are now released if the customer’s situation meets the credit approval requirements.

4.5 Delivery Processing

UseIn this activity, you create the delivery.

Procedure



SAP ECC menu Logistics Logistic Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Create Collective Processing of Documents Due for Delivery Sales Order Items

Transaction code VL10C





Shipping Point/Receiving Pt

1000

Delivery creation dates (From)

<delivery creation date> Use this and the next field together, or use the Calc rule. Do not do both.

Delivery creation dates (To)

<delivery creation date> Use this and the last field together, or use the Calc rule. Do not do both.

Calc Rule <calculation rule> Use this field, or use the last two fields together. Do not do both.



3. Choose Execute.

4. Select the line item(s) then choose Background.

5. Select the line with the green light then choose Details. In the dialog box, you see the delivery number which has been created.

6. Note down the delivery number: ______________________________.

Depending on the scenario-settings, the availability is checked at the delivery creation using the available inventory and replenishment lead time. Without sufficient stock, the created delivery has no confirmed quantities, and therefore does not start the warehouse management picking process. As soon as there is sufficient stock for delivery creation, the system creates a delivery with the starting of the picking process in warehouse management.

If you want to avoid open deliveries, ensure that there is sufficient inventory quantity at the time of delivery creation. Additionally, you have the following options to restrict the creation of deliveries with no confirmed quantities.

- You may increase the replenishment lead time which is used during the availability check (has to be larger than the selection period used for delivery creation).

- You may change the customization settings for the incompleteness procedure for delivery creation, so that only complete deliveries may be saved

- You may change the customization settings for the used delivery-item-category. The field Check quantity 0 has to be adapted to B = Situation rejected with an error message.






Business role menu Warehouse Management Shipping Outbound Delivery



2. On the Delivery Due Orders tab page, make the following entries:


Shipping point 1000



3. Choose Apply (refresh the current query if necessary).

4. Select your order you created in the previous process steps.

5. Choose Creation in Background.

6. The system issues the message: Delivery <delivery number> has been saved.


ResultA delivery is created.

Batches are automatically determined if batch management is activated.

In case of lean warehouse management, the transfer order is created, printed and automatically confirmed.

The print out of the transfer order is executed automatically and immediately. This printout is used for picking.

You also have the possibility to start the print out manually:


SAP ECC menu Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Communication / Printing Single Print Pick Document

Transaction code LT31



1. Enter the Warehouse Number and transfer order number (you can find this number using transaction VL02N and by checking the document flow) and choose Enter.

2. To start the print process, choose Transfer order Print




Business role menu Warehouse Management Shipping Transfer Orders Print TO Manually



1. Enter the Warehouse Number and transfer order number (you can find TO number using Business role menu Warehouse Management Shipping Outbound Delivery Display Delivery and checking the document flow of your outbound delivery) and choose Enter.

2. To start the print process, follow the path: More Transfer order Print.

4.6 Picking (Optional)

UseThe picking process involves taking goods from a storage location and staging the right quantity in a picking area where the goods are prepared for shipping.

PrerequisitesThis step is to be used if lean WM has not been activated.

Procedure



SAP ECC menu Logistics Sales and Distribution Shipping and Transportation Outbound Delivery Lists and Logs Outbound Delivery Monitor

Transaction code VL06O



2. On the Outbound Delivery Monitor screen, choose For Picking.

3. On the Outbound Deliveries for Picking screen, make the following entry:



1000



4. Select the Only Picking without WM checkbox.

5. Choose Execute.

6. Select your delivery note and choose Subsequent Functions Picking Output.

7. On the Output from Picking screen, select your delivery note and choose Execute.









2. On the Picking List (without WM) tab page, make the following entries:


Shipping point 1000



3. Choose Apply (refresh the current query if necessary).

4. Select your delivery note and choose Display.

5. From the menu, choose More… Subsequent Functions Output from Picking.

6. To confirm the dialog box, choose Enter.

7. On the Output from Picking screen, choose Execute.

8. On the Output from Picking screen, select your delivery note and choose Execute.


ResultThe picking list EK00 has been printed and the picking quantity at delivery item level has been updated with the requested delivery quantity.

4.7 Checking Batches (Optional)

UseIn this activity, you check the batch numbers assignment to the materials.

PrerequisitesThis step is to be used if batch management is activated.

Procedure



SAP ECC menu Logistics Sales and Distribution Shipping and Transportation Outbound Delivery Change Single Document

Transaction code VL02N



2. On the Change Outbound Delivery screen, enter the outbound delivery number and choose Enter.

3. In the Batch Split Indicator column, choose Batch Split Exists.

4. In the Batch field, check the batch number assignment.









2. Select the tab page Due for Post Goods Issue.

3. Enter the Shipping Point / Receiving Pt: and choose Apply (refresh the current query if necessary).

4. Select your Delivery.

5. Choose Change.

6. In the Batch Split Indicator column, choose Batch Split Exists.

7. In the Batch field, check the batch number assignment.


ResultBatch numbers are assigned to the materials.

4.8 Assigning Serial Numbers (Optional)

UseIn this activity, you assign serial numbers to the materials.

PrerequisitesThis step is to be used if serial number management is activated.

Procedure



SAP ECC menu Logistics Sales and Distribution Shipping and Transportation Outbound Delivery Change Single Document




2. On the Change Outbound Delivery screen, enter the outbound delivery number and choose Enter.

3. Select the material to which you need to assign a serial number and choose Batch Split (for example Material F126). If the material is not batch-controlled (H20), choose Item Details instead of Batch Split.

4. On the Delivery XXX Change: Item Details screen, select the batch you need to assign a serial number to and choose Extras Serial Numbers. If the material is not batch-controlled (H20), choose Extras Serial Numbers.

5. In the Maintain Serial Numbers dialog box, select the serial number from the input help. For testing purposes, choose a serial number from the selection list that has a plant and a storage location assigned to it. Make sure that the serial number comes from the batch determined in step 4.5 in case the material is batch-controlled (for example F126).

6. Save your outbound delivery.











4. Select your Delivery.

5. Choose Change.

6. Select the material to which you need to assign a serial number, and choose Batch Split, for example, Material F126. If the material is not batch-controlled (H20), choose Item Details instead of Batch Split.

7. On the Delivery XXX Change: Item Details screen, select the batch you need to assign a serial number to and choose More… Extras Serial Numbers. If the material is not batch-controlled (H20), choose More… Extras Serial Numbers.

8. In the Maintain Serial Numbers dialog box, select the serial number from the input help. For testing purposes, choose a serial number from the selection list that has a plant and a storage location assigned to it. Make sure that the serial number comes from the batch determined in step 4.5, in case the material is batch-controlled (for example F126). Or choose Create Serial Nos Automatically.

9. Choose Continue.

10. Save your outbound delivery.


ResultSerial numbers are assigned to the materials.

4.9 Posting Goods Issue

UseIn this activity, you post the goods issue.

Procedure



SAP ECC menu Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Lists and Logs Outbound Delivery Monitor

Transaction code VL06O



2. Choose For Goods Issue.




1000



4. Choose Execute (F8).

5. Mark the relevant delivery.

6. Choose Post Goods Issue.

7. Choose today’s date and select Continue in the dialog box.











4. Select your delivery.

5. Choose Goods Issue.

6. The system issues the message Delivery xxxxxxxx was posted as a goods issue.


ResultThe goods issue is posted.

Material Debited Accounts Credited Accounts

Cost Element / CO Object

Trading Good (HAWA)

82390000 Trading goods w/o aa

12110000 Trading goods

none


82390000 Inv.chg.sale own prd

12210000 Finished goods

none



Delivery Note

The printout of the delivery note is executed automatically and immediately (see settings in SAP GUI transaction VV23 for output type LD00 and defaults in your user settings in transaction SU3).

You can also start the printout manually:


SAP ECC menu Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Display







Business role menu Warehouse Management Shipping Outbound Delivery Display Delivery



1. Enter your outbound delivery on the Display Outbound Delivery screen and choose from the menu (NWBC: More…) Outbound Delivery Issue delivery Output

2. Mark the line with the message type LD00 – Delivery Note

3. Choose Print.

Bill of Lading

The printout of the bill of loading is executed automatically and immediately (see settings in SAP GUI transaction VV23 for output type YBL1 and defaults in your user settings in transaction SU3).

You also have the possibility to start the print out manually:


SAP ECC menu Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Display







Business role menu Warehouse Management Shipping Outbound Delivery Display Delivery



1. Enter your outbound delivery in the screen Display Outbound Delivery and choose from the menu (NWBC: More… ) Outbound Delivery Issue delivery Output

2. Mark the line with the message type YBL1 – Bill of Lading

3. Choose Print.

4.10 Billing

UseIn this activity, you handle the billing.

Procedure



SAP ECC menu Logistics Sales and Distribution Billing Billing Document Process Billing Due List

Transaction code VF04



2. Enter the relevant search criteria, select the delivery-related flag and deselect the Order-related flag. Choose DisplayBillList (F8).

3. Select a row and choose Individual billing document.

4. Choose Save.






Business role menu Sales Billing



2. On the Billing screen, choose Billing Due List tab page (refresh the current query if necessary).

3. Enter the relevant search criteria; select the Delivery-Related flag. Choose Apply

4. Mark the lines with the sales documents you want to bill then choose Billing in Background.

5. The system provides you with a list of the created billing documents.


ResultThe system generates an invoice for billing.

Material Debited Accounts Credited Accounts Cost Element / CO Object

Trading Good (HAWA)

11310000 Receivables - domes.

81110000 Sales revenue dom.42210000 Tax on sls/purch.

none


11310000 Receivables - domes.

81110000 Sales revenue dom.42210000 Tax on sls/purch.

none

The printout of the invoice is executed automatically and immediately (see settings in SAP GUI transaction VV33 for output type RD00 and defaults in your user settings in transaction SU3).

You also have the possibility to start the printout manually:


SAP ECC menu Logistics Sales and distribution Billing Billing document Display

Transaction code VF03

1. Go to transaction VF03, on the Display Billing Document screen: From the menu, choose Billing document Issue Output to

2. Mark the line with the message type RD00

3. Choose Print.




Business role menu Sales Billing Change Billing Document



1. Enter the billing document number.

2. Choose More … Billing Document Issue Output to.

3. Select the relevant output and choose Print.

5 Follow-up ProcessesYou have finished all the activities that are part of the business process described in this document.

To accomplish the subsequent activities of this business process, and using the master data from this document, carry out the process steps described in one or more of the following scenarios.

Accounts Receivable (157)

UseIn this activity, you post the incoming payment.

ProcedureUsing the master data from this document, complete all the activities described in the Business Process Documentation of the scenario: Accounts Receivable (157) (Chapters Post Payments using Automatic Payments Program, Post Incoming Payment from Customer Manually, Automatic Clearing of open items in customer accounts, Manual Clearing of Open items in customer accounts).

Sales: Period End Closing Operations (203) (Optional)

UseThis scenario describes the collection of periodic activities, such as day ending activities or legal requirements like Intrastat and Extrastat reporting.

ProcedureUsing the master data from this document, complete all the activities described in the Business Process Documentation of the scenario: Sales: Period End Closing Operations (203) (Chapters Review Sales Documents blocked for billing, Review Billing Due List, Review Log of collective invoice creation and Review List Blocked (for accounting) Billing Documents).

6 Appendix

6.1 Reversal of Process StepsIn the following section, you can find the most common reversal steps, which enable you to reverse some of the activities described in this document.

Sales Order Entry

Transaction code (SAP GUI) VA01

Reversal: Delete Sales Document



Transaction code (SAP GUI) VA02



Business role menu Sales Sales Orders Change Sales Order

Comment Select menu Sales Document Delete



Delivery Process

Transaction code (SAP GUI) VL01N

Reversal: Delete Delivery




Business role menu Warehouse Management Shipping Outbound Delivery Change Delivery.

Comment Select menu Outbound Delivery Delete



Check Batches


Reversal: Edit Batch Number




Business role menu Warehouse Management Shipping Outbound Delivery Change Delivery

Comment



Assign Serial Number


Reversal: Edit Serial Number




Business role menu Warehouse management Shipping Outbound Delivery Change Delivery

Comment



Picking

Transaction code (SAP GUI) VL06O

Reversal: Remove Picking Quantity from Delivery Item




Business role menu Warehouse Management Shipping Outbound Delivery Change Delivery

Comment



Post Goods Issue


Reversal: Reverse Goods Issue.

Transaction code (SAP GUI) VL09



Business role menu Warehouse management Shipping Outbound Delivery Cancel Goods Issue for Delivery Note

Comment



Billing

Transaction code (SAP GUI) VF04

Reversal: Cancel Billing document

Transaction code (SAP GUI) VF11



Business role menu Sales Billing Cancel Billing Document

Comment Go to transaction VF11, enter the relevant billing document number, choose Enter and save your result. An invoice cancellation document has been created balancing the original invoice.



6.2 SAP ERP Reports

UseThe table below lists the reports that you can use to obtain additional information on this business process.

You can find detailed descriptions of the individual reports in the following BPD documents, which provide a comprehensive compilation of all important reports:

Financial Accounting: SAP ERP Reports for Accounting (221)

Logistics Processes: SAP ERP Reports for Logistics (222)

Note that the descriptions of some reports, which are an indispensable part of the process flow, may be located directly in the section where they belong.

ReportsReport Title Transaction

code (SAP GUI)

Business role (NWBC)

Business role menu (NWBC)

Comment

List of Sales Orders

VA05 Sales Manager(SAP_NBPR_SALESPERSON-M)

Sales Sales Orders Reports List of Sales Orders

A list of all selected sales orders is displayed.

List Billing Documents

VF05 Sales Manager(SAP_NBPR_SALESPERSON-M)

Sales Sales Orders Reports List Billing Documents

A list of all selected billing documents is displayed.

Orders within Time Period

SDO1 Sales Manager(SAP_NBPR_SALESPERSON-M)

Sales Sales Orders Reports Orders within time period

A list of sales orders within a specific time period

Incomplete SD Documents

V.02 Sales Manager(SAP_NBPR_SALESPERSON-M)

Sales Sales Orders Reports List of Incomplete Sales Orders

A list of all incomplete documents on the basis of the specified selection criteria is displayed.

Outbound delivery monitor

VL06O Warehouse Manager(SAP_NBPR_WAREHOUSEMANAGER-M)

Warehouse Management Warehouse Monitoring Monitor Outbound Delivery Process Outbound Delivery Monitor

Monitor for collective processing of deliveries and for obtaining information on general shipping processing.



6.3 Used FormsCommon Form Name

Form TypeUsed in Process Step

Output Type

Technical Name

Order Confirmation SmartForm Sales Order Entry BA00 YBJP_SDORC

Delivery Note SmartForm Post Goods Issue LD00 YBJP_SDDLN

Transfer Order SAP Script Delivery Due List YB_LVSTAEINZEL

Pick List SD SAP Script Picking (optional) EK00 YB_SD_PICK_SINGL

Bill of Lading SmartForm Post Goods Issue YBL1 YBJP_SDBLD

Sales Invoice SmartForm Billing RD00 YBJP_SDINV
