Third-Party Order Processing

© RGL Consultancy aug. 2010 Third-Party Order Processing v0 www.rglconsultancy.nl

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Third-party Order Processing

CONTENTS: Page

1) Introduction 2

2) Customizing settings 2

3) Master data settings 11

4) Process demonstration 17

1 - Create Sales Order 17

2 - Create Purchase Order 19

3 - Invoice Verification 21

4 – Billing 22

APPENDIX: Process schema 25


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1) Introduction In this document I will demonstrate the Third-party Order process.

In third-party order processing the company transfers the sales order to an external vendor. This vendor

delivers the goods directly to the customer and invoices the company. The customer receives an invoice

from the company’s sales office. See also the appendix at the end of this document for an overview of this

process.

2) Customizing settings For this process I have setup own document types by copying the standard SAP documents.

This paragraph gives an overview of all relevant customizing settings for this process.

New Purchase Requisition type ZTPO: Call up the customizing transaction as follows:

Menu Path IMG → Materials Management → Purchasing → Purchase Requisition → Define

Document Types

Tr. code / Table - / -

Copied document type NB to ZTPO:

Defined item category S as the only admissible item category:

New Purchase Order type ZTPO: Call up the customizing transaction as follows:

Menu Path IMG → Materials Management → Purchasing → Purchase Order → Define

Document Types

Tr. code / Table - / -

Copied document type NB to ZTPO:


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Defined item category S as the only admissible item category:

Linked purchase requisition – document type

New Sales Order type ZTPO: Call up the customizing transaction as follows:

Menu Path IMG → Sales and Distribution → Sales → Sales Documents → Sales Document

Header → Define Sales Document Types

Tr. code / Table VOV8 / TVAK

Copied order type OR � ZTPO

Select sales document type ZTPO and then click on button


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Assign sales area 1000/10/00 to sales document type ZTPO: Call up the customizing transaction as follows:


Header → Assign Sales Area To Sales Document Types → Assign sales

order types permitted for sales areas

Tr. code / Table - / TVAKZ

Define new item category ZTAS: Call up the customizing transaction as follows:


Item → Define Item Categories Tr. code / Table - / TVAP


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Select item category ZTAS and then click on button

Assign new item category ZTAS to new sales document ZTPO: Call up the customizing transaction as follows:


Item → Assign Item Categories Tr. code / Table - / T184


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Define new schedule line category ZT: Call up the customizing transaction as follows:

Menu Path IMG → Sales and Distribution → Sales → Sales Documents → Schedule Lines

→ Define Schedule Line Categories Tr. code / Table VOV6 / TVEP

Select schedule line category ZT and then click on button

Assign the new schedule line category ZT to the new item category ZTAS: Call up the customizing transaction as follows:

Menu Path IMG → Sales and Distribution → Sales → Sales Documents → Schedule Lines

→ Assign Schedule Line Categories Tr. code / Table - / TVEPZ


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Maintain copy control new sales document ZTPO to existing billing document F2: Call up the customizing transaction as follows:

Menu Path IMG → Sales and Distribution → Billing → Billing Documents → Maintain

Copying Control For Billing Documents → Copying control: Sales

document to billing document Tr. code / Table VTFA / TVCPFAK

Select header line and then click on button

Double click on item.

Select line item and then click on button


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Check External Procurement parameters of plant 1000: Call up the customizing transaction as follows:

Menu Path IMG → Materials Management → Consumption-Based Planning → Plant

Parameters → Carry Out Overall Maintenance of Plant Parameters Tr. code / Table OMI8 / T399D

Check settings of sales organisation 1000: Call up the customizing transaction as follows:

Menu Path IMG → Enterprise Structure → Definition → Sales and Distribution →

Define, copy, delete, check sales organization → Define Sales Organization

Tr. code / Table - / TVKO


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Check settings of factory calendar 01: Call up the customizing transaction as follows:

Menu Path IMG → SAP NetWeaver → General Settings → Maintain Calendar

Tr. code / Table SCAL / -

Select Factory calendar, then click on button .


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Select ID=01 then click on button


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3) Master data settings For the process demonstration in the next paragraph I will make use of certain master data such as: material

M-02, vendor 1001(located in the US) and customer 2502(located in GB). Sales will be from Plant

1000(located in Hamburg). In this paragraph I will show the configuration of this and other relevant master

data.

Material view: Call up following transaction:

Menu Path Logistics → Materials Management → Material Master → Material →

Change → Immediately

Transaction Code MM02

Click on button

Select the “Sales: General/Plant data” view.

Then click on button

Enter plant, sales org. and distr.ch., then click on button


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Info-record: Call up the transaction as follows:

Menu Path Logistics → Materials Management → Master Data → Info Record → Change

Transaction code ME12


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Enter selection criteria then click on button

Source List: Call up the transaction as follows:

Menu Path Logistics → Materials Management → Master Data → Source List → Maintain

Transaction code ME01

Enter selection criteria then click on button


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Sales Price: Call up the transaction as follows:

Menu Path Logistics → Sales and Distribution → Master Data → Conditions → Select

Using Condition Type → Change

Transaction code VK12

Click on button

Tax condition: .Call up the transaction as follows:

Menu Path Logistics → Sales and Distribution → Master Data → Conditions → Select

Using Condition Type → Change

Transaction code VK12


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Click on button

G/L account(for costs): Call up the transaction as follows:

Menu Path Logistics → Accounting → Financial Accounting → General Ledger → Master

Records → G/L Accounts → Individual Processing → Centrally

Transaction code FS00


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4) Process demonstration

1 - Create Sales Order: Call up following transaction:

Menu Path Logistics → Sales and Distribution → Sales → Order → Create Transaction Code VA01

Enter the order type ztpo and the sales area , then click on button

Enter soldto, material and qty followed by <enter>. Check purchase requisition data by selecting line item

and then click on button


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Next click on button to view the data which will be copied to the

requisition.


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Note that relevant procurement data, setup in master data, was found by the system.

Click on button then on button to save the order

2 - Create Purchase Order: Call up following transaction:

Menu Path Logistics → Materials Management → Purchasing → Purchase Order → Create

→ Automatically via Purchase Requisitions

Transaction Code ME59N

Note that Test Run has been flagged in order to test first and check the result.

Click on button


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Test run was successful(incompleteness warning of import data ignored for this demo).

Go back, remove test run flag and execute again.

Display the PO by either positioning the cursor on the PO no. then click on button or double click on

PO. No.


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3 - Invoice Verification: Call up following transaction:

Menu Path Logistics → Materials Management → Logistics Invoice Verification →

Document Entry → Enter Invoice

Transaction Code MIRO

Enter PO no., invoice date, amount and flag Calculate tax and PO item.

If everything is ok, then click on button

Display invoice document.

Call up following transaction:

Menu Path Logistics → Materials Management → Logistics Invoice Verification → Further

Processing → Display Invoice Document

Transaction Code MIR4

Enter document no. and fiscal year, then click on button


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Next click on button

Double click on the accounting document no.

4 - Billing: Call up following transaction:

Menu Path Logistics → Sales and Distribution → Billing → Billing Document → Process

Billing Due List

Transaction Code VF04


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Enter selection criteria and then click on button

Select the line and then click on button

You can simulate(test) the billing also first by clicking on button

The status of the billed order changed as follows.

Document flow of sales order. Call up following transaction:

Menu Path Logistics → Sales and Distribution → Sales → Order → Display

Transaction Code VA03


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Enter sales order no. then click on button

Position the cursor on the line with the accounting document no. then click on button

Click on button to leave the transaction.


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APPENDIX: Process schema

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