SAP 109_BPP_EN_CO - Copy

EHP4 for SAP ERP 6.0

June 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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Contents

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

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

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

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

2.3 Roles..................................................................................................................................... 8

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

3 Process Overview Table.............................................................................................................10

4 Process Steps............................................................................................................................ 11

4.1 Credit Management Check for Sales Order........................................................................11

4.2 Sales Quotation (Optional)..................................................................................................11

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

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

4.5 Delivery Processing.............................................................................................................15

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

4.7 Checking Batches...............................................................................................................19

4.8 Assigning Serial Numbers...................................................................................................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...............................................................................................................29

6.3 Used Forms.........................................................................................................................30



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 will have 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 ValuesEssential 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



Master / Org. Data

Value Master / Org. Data Details

Comments

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 organization

1000

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 without QM (130) process, or

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

Procurement without 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

Create 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.

Prerequisites The business roles have been assigned to the user who is testing this scenario.

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)

Picking (optional)

Assign Serial Numbers

Post Goods Issue

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 transaction choosing 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 Goods Receipt Other 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:

Field name User action and values Comment

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

10000

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

Field name User action and values

Comment

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 H22and 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 H20and F126

9. Choose Enter.

10. Save your entries.

Result



The quantity of 10000 has been posted.

Financial postings:

Material Debited Accounts

Credited Accounts Cost Element / CO Object

Trading Good (HAWA)

1435010100 Trading goods

9999999999 Invent own products

none

Finished Good (FERT)

1430050300 Finished goods

9999999999 Invent own products

none

3 Process Overview TableProcess Step External

Process Reference

Business Condition

Business Role

Trans-action 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.



Process Step External Process Reference

Business Condition

Business Role

Trans-action Code

Expected Results

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 process a credit limit is set for the used customer.

ProcedureComplete all the activities described in the Business Process Documentation of the scenario: Credit Management (108).

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 will enter a sales order.

Prerequisites None

Procedure1. Access the transaction choosing the following navigation option:


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 a storage location Shipping w/o Lean WM (for example, 1040) by using the following path: Goto Item Shipping. Enter the selected storage location (for example, 1040) in field Stor. Location.

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.


1. Access the transaction choosing the following navigation option:



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:

Field name Description User action and values

Comment

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 Enter a customer purchase order number as reference.

Order reason For example: Excellent price

Material <Material number>

Order Quantity 1 each



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 on the tab and choose User Settings -> Hide Tab “Pricing”. Alternatively, choose More to get a pop-up in which 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. In the field Number of Last Documents select the number of last documents you would like to display, for example, 20. 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);

You also have the possibility to start the print out manually

:


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.





(SAP_NBPR_SALESPERSON-S)

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


UseIn this process you will review the sales orders that might have been blocked due to the credit limit check.

ProcedureComplete all the activities described in the Business Process Documentation of the scenario: Credit Management (108).

4.5 Delivery Processing

UseIn this activity, you will create the delivery.

Prerequisites None

Procedure1. Access the transaction choosing one of the following navigation options:


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 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 will see the delivery number which has been created.

6. Note down the delivery number:

7. If was used material Storage Location with lean WM activated (example: 1030), should be created TO

a. Select the transaction VL02N and enter the delivery number

b. Finally choose from the menu Subsequent Functions Create Transfer Order

c. On the Create Transfer Order for Delivery Note: Initial screen choose Background , Adopt Pick Quantity 2 and continue Note down the document 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.

7. If was used material Storage Location with lean WM activated (example: 1030), should be created TO.

a. Choose from the menu More Warehouse Management Shipping Outbound Delivery Change Delivery and enter the delivery number

b. Finally choose from the menu More Subsequent Functions Create Transfer Order

c. On the Create Transfer Order for Delivery Note: Initial screen choose Background , Adopt Pick Quantity 2 and continue Note down the document number.

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 will be prepared for shipping.

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

Procedure1. Access the transaction choosing the following navigational option:


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:


Shipping point 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.




1. Access the transaction choosing the following navigational option:




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

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

Prerequisites This step is to be used if batch management is activated.

ProcedureOption 1: SAP Graphical User Interface (SAP GUI)


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.




(SAP_NBPR_WAREHOUSECLERK-S))


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

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

Prerequisites This step is to be used if serial number management is activated.



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 Extras Serial Numbers. If the material is not batch-controlled (H20), choose 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).

9. Save your outbound delivery.

ResultSerial numbers are assigned to the materials.

4.9 Posting Goods Issue

UseIn this activity, you will post the goods issue.



PrerequisitesNone



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.



Shipping point 1000

4. Choose F8.

5. Mark the relevant delivery.

6. Choose the Post Goods Issue.

7. Choose today’s date and choose 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 6135950100 Trading 1435010100 6135950100



(HAWA) goods w/o aa Trading goods


1430050300 Inv.chg.sale own prd

6120950100 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 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 YBL1 – Bill of Lading

3. Choose Print.

4.10 Billing

UseIn this activity you will handle the billing.

Prerequisites None



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.

Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role 1. Access the transaction choosing the following navigation option:

Business role Billing Administrator

(SAP_NBPR_BILLING-S)

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 will provide 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)

1305050100 Receivables - domes.

4170950200 Sales revenue dom.2408010100 Tax on sls/purch.

none


1305050100 Receivables - domes.

4170950200 Sales revenue dom.2408010100 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.



(SAP_NBPR_BILLING-S)

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 Processes

You 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 will 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

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 Sales Order Processing Change Sales Order

Comment Choose the menu Sales Document Delete

Delivery Process

Transaction code (SAP GUI) VL01N

Reversal: Delete Delivery




Change Delivery.

Comment Choose the 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 Change 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 Transactio

n 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 Type Used in Process Step

Output Type Technical Name

Order Confirmation

SmartForm Sales Order Entry

BA00 YBAA_SDORC

Delivery Note SmartForm Post Goods Issue

LD00 YBAA_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 YBAA_SDBLD

Sales Invoice SmartForm Billing RD00 YBAA_SDINV


Date post:	08-Jul-2016
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