Solutions

Unit: Overview of Processes in Sales and Distribution - Pre-sales activities - Sales order processing - Procurement - Shipping - Billing - Payment

1-1-1 Pre-sales activities, such as inquiries and quotations, take place at the start of the sales processes, before the sales orders have been processed. Customer sales activities, for example visits or telephone calls, can also take place at any time. You can enter them into the system and manage them accordingly. 1-1-2 Pre-sales activities include: Updating customer contacts Mailing lists Customer Inquiry Processing and Quotation Processing

2-1-1 Logistics Sales and distribution Sales Order Create Choose Save. The document number is assigned by the system. 2-2-1 Logistics Sales and distribution Sales Order Display Terms of payment: ZB01. The payment term is on the Sales tab page.

(C) SAP AG

LO150

4-1

2-2-2

From plant 1000 For example, if you scroll to the right, you see the delivering plant for the item on the Procurement or the Sales tab page.

2-2-3 Net price item 10: 60 UNI per piece Net price item 20: 30 UNI per piece For example, if you scroll to the right on the Sales tab page, you see the net price for an item. 2-2-4 Delivery date: Corresponds to the requested delivery date in 10 days. To display the schedule lines for the item, select item 10 and then choose Schedule lines for item. 2-2-5 Overall processing status: open The overall processing status is in the sales order document flow. Select Display document flow. 3-1-1 Logistics Sales and distribution Shipping and transportation Outbound Delivery Create Single Document With Reference to Sales Order To enter the outbound delivery at an earlier date, set the selection date 20 days in the future. Use shipping point Z0##. 3-1-2 Select the Picking tab page. Delivery Quantity Item 10 Item 20 10 20 Picking Quantity 0 0

3-1-3 Choose Save. The document number is assigned by the system. 3-2-1 Logistics Sales and distribution Shipping and transportation Outbound delivery Change Single document Select Display document flow. Standard order: Overall processing status: completed 3-2-2 Outbound delivery: Overall processing status: open
(C) SAP AG LO150 4-2

4-1-1 Logistics Materials management Inventory management Environment Stock Stock overview There are 100 units in stock in plant 1000. 5-1-1 Logistics Sales and distribution Shipping and transportation Picking Create transfer order Single document The document number is assigned by the system. 6-1-1 Logistics Sales and distribution Shipping and transportation Outbound delivery Change Single document Picking Quantity Item 10 Item 20 10 20

6-1-2 Choose Post Goods Issue. 7-1-1 Switch to the second session, and choose Refresh. There are 90 units in stock in plant 1000. 8-1-1 Logistics Sales and distribution Shipping and transportation Outbound delivery Change Single document Choose Document flow Outbound delivery: Overall processing status: being processed 8-1-2 WM-transfer orders and goods for outbound delivery 8-1-3 The subsequent billing document has not yet been entered for outbound delivery. The document retains the status being processed until shipping processing is completed with the creation of the billing document. 8-1-4 The transfer request and goods delivery are part of the outbound delivery. Both steps are completed.

(C) SAP AG

LO150

4-3

9-1-1 Logistics Sales and distribution Billing Billing document Create Choose Save. The document number is assigned by the system. 9-2-1 Logistics Sales and distribution Billing Billing document Display Choose Display doc. header details. Company code 1000 9-2-2 Choose Accounting Overview Select the accounting document. The following accounts have been posted to: The customer account Motomarkt Heidelberg Domestic Net Sales (per item) Output tax 9-2-3 Logistics Sales and distribution Billing Billing document Display Select Display document flow. Outbound delivery: Overall processing status: completed 9-2-4 The accounting document is automatically generated in the background when the billing document is created. 9-2-5 Accounting document: Overall processing status: not cleared 10-1-1 Final amount 1320 (corresponds to the total amount of the invoice) Cash discount 39,6010-1-2 Amount due (final amount cash discount): 1320 - 39,60 = 1280,40 Accounting Financial accounting Accounts receivable Document entry Incoming payment 10-1-3 Logistics Sales and distribution Billing Billing document Display Select Display document flow. Accounting document: Overall processing status: cleared

(C) SAP AG

LO150

4-4

11-1-1 Pre-Sales Activities Sales Order Processing Procurement Shipping Billing Payment 11-1-2 Choose Display document flow. 11-1-3 Order header Item Schedule line 11-1-4 Header Item 11-1-5 Stock quantity is updated Values are updated in inventory accounting Requirements are updated Other accounting documents are generated (for example, for Controlling) The billing index is updated (by doing so, the billing document can be generated for outbound delivery) Status in all relevant sales documents is updated 11-1-6 Accounting document is created. Additional documents are created for accounting Status in all relevant sales documents is updated Sales information system is updated Customer credit management account is updated

(C) SAP AG

LO150

4-5