Date post: | 29-Mar-2015 |
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Sales Order tutorial
Transactions used in Sales Order & Distribution module in sap for creating and managing sales order documents
Contents
• What is a sales order• Sections of a sales order• Key transactions for managing sales orders• Creating a sales order document - va01• Viewing a sales order document - va03• Changing a sales order document already
created - va02• Insert Item proposal in sales order - va51
What is a sales order
• A sales order document is a document that allows you to sell some items/products depending on a customer_id which has in the items data different materials_ids to be sold
• A sales order document has three sections: Header Data of Sales Order,Item data and Schedule Line Data
Sections of a sales order
Sections of a sales order
Key transactions for managing sales orders
• These three transactions are destined for the following purposes :
• Transaction va01: Creates a sales order• Transaction va02: Changes/modifies a sales
order by adding in items data additional material ids and quantities of the material_name
• Transaction va03: View a sales order
Creating a sales order document - va01
• Type transaction va01
Creating a sales order document - va01
• In the next screen just fill the fields: Sales Organization,Distribution Channel and Division from Organizational Data section
Creating a sales order document - va01
Creating a sales order document - va01
• After doing and filling this the information populates by itself
Creating a sales order document - va01• Don’t forget that the field po number marked with red is also mandatory cause to
sell items a purchase order number must be already created when items are firstly purchased. Then you can save.
Creating a sales order document - va01
• Now just click on save to save the sales order document
Creating a sales order document - va01
• You will be prompted when your sales order document has been saved in sap above sap windows like this. As you can see it saves it with a sales order document number.
Creating a sales order document - va01
• To arrive at the last section Schedule Line Data just double click Quantity field to access Item data and then on the red tab
Creating a sales order document - va01
• Here is the third section of a sales order document called Schedule line data
Creating a sales order document - va01
• To access the Header data
Creating a sales order document - va01
• Now you will see the Header data section
Creating a sales order document - va01
• To access all tabs for further information on Header Data section of a Sales Order document
Creating a sales order document - va01
• To access all tabs for further information on Item Data section of a Sales Order Document
Viewing a sales order document - va03
Viewing a sales order document - va03
Changing a sales order document already created - va02
• As in slide 20 you will fill with /nva02 and you can change the sales order document
Viewing a sales order document - va03
• Another way to create or change a sales document is via the menu Sales Document
Insert Item proposal in sales order- va51
• We use transaction VA51
Insert Item proposal in sales order- va51
Insert Item proposal in sales order- va51
Insert Item proposal in sales order- va51
• Fill then the description of items and then save
Insert Item proposal in sales order- va51
Insert Item proposal in sales order- va51
Insert Item proposal in sales order- va51
• Fill in the sales document the id from slide28
Insert Item proposal in sales order- va51
Vital information
• To access the tables of sales&distributin just type transaction XD99
• More information here:
• SAP SD Tableshttp://sapdocs.info/application-modules/sd-overview/sap-sd-tables/
• Sales and Distribution Master Data Transactionshttp://sapdocs.info/application-modules/sd-overview/sd-transaction-codes/
• Sales And Distribution: Master Data Reportshttp://sapdocs.info/application-modules/sd-overview/sd-tables/
Final conclusion
• A po order/ purchase order number must be created first without having a purchase order number created when materials are purchased and come in stock we cannot create a sales order document as it has a mandatory column called po number.
• So firstly don’t forget to create the purchase order /po.
• In short an item proposal is a list of items to be inserted in sales order document you have firstly created so when you create an item proposal