Vehicle Sales

Dealer Business Management New Vehicle Sales from Stock

Dealer Business Management User Manual New Vehicle Sales from Stock


Glossary

Sl. No. Description Full Form

1 CRM Customer Relationship Management

2 DBM Dealer Business Management

3 OEM Original Equipment Manufacturer

4 SD Sales and Distribution

5 FI & CO Financial and Controlling

6 MM Materials Management

7 HR Human Resources

8 SO Sales Order

9 DO Delivery Order

10 PDI Pre-Delivery Inspection

Icon Meaning

Caution

Example

Note

Recommendation

Syntax

Information


a) Lead and Opportunity process is already carried out in SAP-CRM

b) Customer Master is available in SAP-DBM.

c) Customer Master is validated and found to be correct.

d) Vehicle master is available and the vehicle is ready for sale.

Prerequisites

Process Flow


The quotation which has been created in CRM is now moved to DBM to make a

corresponding vehicle order.

1. Give the transaction code ZQNO and press ENTER. Following screen will be displayed. Click on

execute.

1.1. The list of quotations and corresponding orders will be displayed. Copy down the DBM order

number for that CRM quotation. [Example:Here it is CRM Quotation: 20000409 DBM Order: 1916]

Procedure


2. After noting down the DBM order number, execute the t-code ZPRINT and

choose . Key in the quote number and click on Execute button or hit F8

button to print a copy of the quotation as indicated below;

Quotation_1916

3. Create a Vehicle Sales Order with reference to the Quotation created.

SAP menu SAP Easy Access Logistics Logistics Execution Dealer Business

Management Order processing Copy Order

Transaction code /DBM/ORDER05

3.1 Hit Enter key to continue copying, a screen as shown below is displayed and select ZLVO LCV Vehicle Order from the list.


3.2 After selecting the Order Type, click on copy button. The Memo Pad pops up.

3.3 Click on button on the Memo Pad to proceed with the Vehicle Model Sales

Order.

4. Vehicle Sales Order screen is displayed as shown below.


4.1 Click on tab in the Sales Order and then click on the item to view the item

level pricing details as shown on the below screen.

4.2 Click on save button or press Ctrl + S to save the Vehicle Sales Order.

Order 1925 was saved

5. Add financier and insurance details.

5.1 Click on Header tab go to partner section.


5.2 Select FINANCIER from the partner function drop down list and select the respective financier id from the values in the partner field.

5.3 Similarly select INSURER from the partner function drop down list and select respective insurer ID from the partner field.


5.4 Similarly if the customer paying entire marginal money without any financier or insurer then for FINANCIER func. Select CASH AND CARRY where as for INSURER func. Select SELF.

5.5 Enter the relevant DO number in the DO. Number field of Header screen.

5.6 If the vehicle is funded by the customer himself, then enter CC in DO. Number field.


6. Create a down payment request if applicable.

6.1 Click on the Down Payment List button. The below displayed screen

pops up

6.2 On the above shown screen click on Create icon in-order to create a down

payment request. Enter the amount to be received as advance in the amount field and

select the tax code A0 from the tax code list

6.3 After entering the tax code and the amount click on Copy button to continue

with order processing.

Down Payment Request 1400000064 is now successfully created.


6. Receive down payment against the down payment created using Cash Desk Processing Refer

ANNEXURE I.

7. On the Vehicle Sales Order Screen click on EVENT button and then click on the

PROFORMA_BILLING event as shown in the below picture.

8. After saving the document, execute the tcode ZPRINT and choose Key in

the quote number and click on Execute button or hit F8 button to print a copy of the proforma

invoice as indicated below;

Proforma_Invoice

9. After generating the proforma invoice, click on button in the Vehicle Sales Order

screen to check the availability of vehicle.

On the Vehicle Search screen, key in the Internal Number of the Vehicle and/or the Chassis Number

of the equipment if known in the corresponding fields and clik on Vehicle Search

button


9.1 Highlight the available vehicle and click on button to assign the

vehicle.

The vehicle is now tagged to the customer and the vehicle details reflects in the Sales Order


10. Click on button to Post Goods Issue. A screen pops-up with the order, vehicle

and price details.

10.1 Hit Enter Key or click on to execute goods movement.

10.2 In the order screen click on partner. Add FINANCIER if any and its corresponding ID as

shown below.


The Create Billing button appears on the order screen only when goods movement is

carried out.

11. Click on button to generate the customer invoice.

End Customer billing document 90000697 is generated.

Click on or click on the Menu Go to Document Flow display the document flow of the document as shown in the below screen.

Upon creating the billing document, the Accounting document is automatically generated.


In-order to view any document in the document flow, highlight the document by selecting it

and click on Display Document button.

12. After invoicing the customer take a hard copy of the invoice to issue the same to the end

customer using button in the ZPRINT transaction code.

Sample copy of the Invoice is attached below for reference.

Tax_Invoice

13. Once the customer is invoiced, receive payment from the customer using Cash Desk Processing.

Refer ANNEXURE I for details.


ANNEXURE I

1. Open the cash desk.

SAP menu SAP Easy Access Logistics Logistics Execution Dealer Business

Management Cash Desk Processing Cash Desk

Transaction code /DBM/CASHDESK

2. Enter the customer number in the field as indicated in the below image and hit enter, the open

items of that particular customer is displayed.

2.1 Select the open item that you wish to process and click on the button to copy the

details on the right pane of the window.

2.2 Select the correct Profit Center from the list or key in the profit center number in the

appropriate field, enter the amount in the Amount field, choose the Payment Type and

enter relevant text in the Doc. Header Text field if required.

2.3 Once all the above said activities are carried out, click on Post button to post

the document. The posting is done successfully and a posting document is generated

for the same as shown below.

Vehicle Sales

Documents

Transcript of Vehicle Sales