SD Overview for SAP Technicals

8/10/2019 SD Overview for SAP Technicals

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FASTTRAK Team-Leader Workshop - 1 - L&K SAP Academy

SAP Sales & Distribution Overview for SAP Technical

A FacilitationGuide


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FASTTRAK Team-Leader Workshop - - 2 - - L&K SAP Academy

Standard Sales Document Flow

Presales Activity

Inquiry

Quotation

Order

Delivery

Billing


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Standard Document Types, Transaction and tables:

Transaction to: TablesActivity

DocumentType Create Change Display Header Item Schedule Lines

Inquiry IN VA11 VA12 VA13 VBAK VBAP VBEP

Quotation QT VA21 VA22 VA23 VBAK VBAP VBEP

Order OR VA01 VA02 VA03 VBAK VBAP VBEP

Delivery LF VL01N VL02N VL03N LIKP LIPS N/A

Invoice F2 VF01 VF02 VF03 VBRK VBRP N/A

Objective: Create an Inquiry (This is not a legal document)

Transaction: VA11

Document Type: ZIN (Customized for standard Inquiry IN)

Sales Organization: PIL1

Distribution Channel: D3

Division: 00

Sold to party: 2

Material: SCBATTERY02

Delivering Plant: RK04


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The Inquiry Header data is stored in table VBAK


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The Inquiry Item data is stored in table VBAP.


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Objective: To create a Quotation with reference to an Inquiry. (This is a legal document)

Transaction: VA21

Create with Reference to the Inquiry 10000004

Note: When referencing is done the Sold to Customer, Material and Quantity will be

copied to the Quotation. The user may change the quantity manually and may add more

lines items.


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The Quotation Header data is stored in table VBAK.


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The Quotation Item data is stored in table VBAP.


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Transaction VA01


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Create with Reference to the Quotation 20000007.

The item(s) in the Quotation is copied in the Sales Order. This may be changed and new

items may be added.


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The Pricing Procedure is always attached at the Header of the Sales document (Inquiry,

Quotation, Sales Order etc.)


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Shipping Point must be entered in the Sales Order for each Item as Delivery is created

with respect to the Shipping Point. This may be automatically determined throughconfiguration.

Storage Location should be maintained for each item as the Availability Check may be

carried out at Plant and Storage Location level.


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The prices for each item should appear.


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The Sales Order header is stored in table VBAK.


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How to determine prices in the Sales Order?

With Document Condition No (VBAK-KNUMV) as the key select table KONV.


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Delivery document may be created by transaction VL01N.

Alternatively, Delivery document may be created from Change Sales Order transaction

VA02 as follows:

On a given delivery date and the shipping point all the items from the Sales Order will be

copied over to the delivery.


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In the Picking tab pick the number of materials per line item that will be issued.

After the pick quantity is manually entered, issue the quantity through the button Post

Goods Issue as shown below:


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Create Billing Document through transaction VF01.

Enter the Delivery document that needs to be Invoiced. One Invoice may have more than

one Delivery Document.

The Billing Document type will be dependant on the settings in the Sales Document and

the sales scenario.


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The items from the Delivery will be copied over to the items of the billing document.

Prices from the Sales Order will be copied to the Invoice. Also the Freight costs during

the Shipment, if any, would appear in the Invoice.

Note: If there is a change in the price between creation of Sales Document and the

Invoice, the prices may be redetermined.


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Every Invoice created should have an Accounting document(s) created. Accounting

documents should be created automatically after the Invoice is created.


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After the Accounting documents are created the Open Items for Customers will be

created.


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In the Overview of Sales Document the subsequent and preceding documents may be

seen.

Note: The Accounting document will be cleared once the Accounts Receivable

department realizes the money against the Sales from the Customer.


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FASTTRAK T L d W k h 26

SD Overview for SAP Technicals

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