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EHP7 for SAP ERP

6.0
April 2014
English

Rebate Processing: Free


Goods (121)
Business Process Documentation

SAP AG
Dietmar-Hopp-Allee 16
69190 Walldorf
Germany
SAP Best Practices Rebate Processing: Free Goods (121): BPD

Copyright

2014 SAP SE or an SAP affiliate company. All rights reserved.


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Icons

Icon Meaning
Caution

Example

Note

Recommendation

Syntax

External Process

Business Process Alternative/Decision Choice

Typographic Conventions

Type Style Description


Example text Words or characters that appear on the screen. These include field
names, screen titles, pushbuttons as well as menu names, paths and
options.
Cross-references to other documentation.
Example text Emphasized words or phrases in body text, titles of graphics and tables.
EXAMPLE TEXT Names of elements in the system. These include report names,
program names, transaction codes, table names, and individual key
words of a programming language, when surrounded by body text, for
example, SELECT and INCLUDE.
Example text Screen output. This includes file and directory names and their paths,
messages, source code, names of variables and parameters as well as
names of installation, upgrade and database tools.
EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the
ENTER key.

Example text Exact user entry. These are words or characters that you enter in the
system exactly as they appear in the documentation.
<Example text> Variable user entry. Pointed brackets indicate that you replace these
words and characters with appropriate entries.

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Contents

1 Purpose.................................................................................................................................. 5
2 Prerequisites.......................................................................................................................... 5
2.1 Master Data and Organizational Data.............................................................................5
2.2 Business Conditions........................................................................................................ 6
2.3 Roles............................................................................................................................... 7
2.4 Preliminary Steps............................................................................................................ 7
2.4.1 Creating the Initial Stock.......................................................................................... 7
2.4.2 Creating Excise Invoice at Depot (Optional).............................................................9
3 Process Overview Table....................................................................................................... 10
4 Process Steps....................................................................................................................... 11
4.1 Sales Order Entry.......................................................................................................... 11
4.2 Delivery Processing....................................................................................................... 15
4.3 Picking (Optional).......................................................................................................... 17
4.4 Posting Goods Issue..................................................................................................... 18
4.5 Excise Invoice Creation for Depot (Optional).................................................................21
4.6 Billing............................................................................................................................. 23
4.7 Excise Invoice Creation for Manufacturing Plant (Optional)..........................................25
5 Follow-up Processes............................................................................................................ 26
6 Appendix.............................................................................................................................. 26
6.1 Reversal of Process Steps............................................................................................ 26
6.2 SAP ERP Reports......................................................................................................... 28
6.3 Used Forms................................................................................................................... 29

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Rebate Processing: Free Goods


1 Purpose
This scope item describes the entire process sequence for a standard sales process (sale from
stock) with a customer including free goods. The free goods are inclusive, which means that the
customer receives the ordered quantity but only has to pay for a part of the ordered quantity. The
business process encompasses all steps from 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. A free goods condition
record has been created for the used material. So the customer receives a certain amount of
free goods depending on the ordered quantity.
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. In the case of
actual differences, this can also be documented and ensures correct postings.
After the completion of picking, the warehouse clerk systematically relieves the inventory. This
relief of inventory is the actual recording of the physical quantity that is being shipped to the
customer. These results in the recording of the cost of goods sold in financial accounting.
Once the inventory has been relieved, the delivery can be invoiced and the revenue together
with the cost of goods sold is recorded in management accounting. This step signifies the end of
the business transaction in Sales and Distribution.

2 Prerequisites
2.1 Master Data and Organizational Data
SAP Best Practices Standard Values
Essential 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 scope item.

Additional Master Data (Default Values)


You can test the scope item 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 about creating master data, see
the Master Data Procedures documentation.
Use the following master data in the process steps described in this document:

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Master / Value Master / Org. data Comments


org. data details

Material H11 Trading Good for Reg. See sections Business Conditions
Trading (MRP planning) and Preliminary Steps.
no Serial no.; no batch

Sold-to party 100000 Customer domestic 00 You can test the scope item using
another domestic customer.

If you want to send form print-


outs via e-mail instead of using the
print functionality make sure that you
have maintained a valid e-mail
address in the customer master
data. For details, see the following
documents:

Create Customer Master


(155.18)
Printing: Forms adaptation
guide.doc

Ship-to party 100000 Customer domestic 00

Payer 100000 Customer domestic 00

Plant 1000

Plant 1100 Depot

Storage 1030 / 1040 lean WM / w/o lean WM


Location

Storage 1130 / 1140 lean WM / w/o lean WM


Location

Shipping 1000
Point

Shipping 1100
Point

Sales 1000
organization

Distribution 10
channel

Division 10

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2.2 Business Conditions


The business process described in this Business Process Documentation is part of a bigger
chain of integrated business processes or scope items. As a consequence, you must have
completed the following processes and fulfilled the following business conditions before you can
start going through this scope item:

Business condition Scope item

You have completed all relevant steps described in Prereq. Process Steps (154)
the Business Process Documentation Prereq.
Process Steps (154).

To run through this scope item, the materials must Procurement without QM (130)
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 section Preliminary Steps).

2.3 Roles
Use
The following roles must have already been installed to test this scope item in the SAP
NetWeaver Business Client (NWBC). The roles in this Business Process Documentation must be
assigned to the user or users testing this scope item. 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 scope item.

Business Role Technical name Process step

Employee SAP_NBPR_EMPLOYEE_S Assignment of this role is


(Professional User) necessary for basic
functionality.

Sales Administrator SAP_NBPR_SALESPERSON_S Sales Order Entry

Warehouse Clerk SAP_NBPR_WAREHOUSECLERK_S Delivery Creation


Picking (optional)
Post Goods Issue

Billing Administrator SAP_NBPR_BILLING_S Billing

Excise Clerk SAP_NBPR_IN_EXCISECLERK_S Create Excise Invoice

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2.4 Preliminary Steps


To run through this scope item, the materials must be available in stock.

2.4.1 Creating the Initial Stock


Use
If there is not enough stock for the material, you should first post some initial stock using
transaction MIGO with movement type 561 into plant. Check your stock with transaction MMBE.

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. Make the following entries on the MIGO overview screen:

Field name Description User action and values Comment

Business A01 Goods


Transaction Receipt

Business R10 Other


Transaction

Movement Type 561 561 Receipt per initial entry


of stock balances into unr.-
use

3. Choose Enter.
4. On the Goods Receipt Other screen, on the Material tab, make the following entry and
choose Enter:

Field name Description User action and values Comment

Material <Material number>

5. On the Goods Receipt Other screen, on the Quantity tab, make the following entry and
choose Enter:

Field name Description User action and values Comment

Qty in Unit of <Qty in UOM> For example, 10000


Entry

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

Field name Description User action and values Comment

Plant <plant>

Storage Location <storage location> lean WM / w/o lean WM

7. Choose Enter.
8. Under the Header Data area, choose the Excise Invoice tab and select the 06 No Excise
Entry.
9. Save your entries.

Result
The quantity of 10000 is posted.
Financial postings:

Material Posting Key Account Description Cost Element/CO


Object

Trading Good 89 22111100 Stock of traded goods


(HAWA)
91 L3110000 Legacy bal transfer of
traded goods stocks

2.4.2 Creating Excise Invoice at Depot (Optional)


Use
Initial stock of Excisable Goods is uploaded into the system at Depot (Excisable) as a part of this
scope item.
A RG23D register entry is updated into the system referencing t-code MIGO document.

Prerequisites
Material document is created.

Procedure
1. Access the transaction choosing one of the following navigation
options:
Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC menu Indian Localization Menu (J1ILN) Indirect Taxes Procurement
Excise Invoice For Depot

Transaction code J1IG

Option 2: SAP Net Weaver Business Client (SAP NWBC) via Business Role

Business role Excise Clerk


(SAP_NBPR_IN_EXCISECLERK_S)

Business role menu CIN RG23D register receipt at depot

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2. On the Excise invoice at Depot screen, choose (NWBC: Menu Excise Invoice) Capture.
3. On the Capture excise invoice at depot screen, make the following entries:

Field name Description User action and values Comment

Reference

Excise Group Excise Group Enter the Depot Excise


Group, for example:51

Purchase Order Purchase Order Grayed out

Material Document Material Document Enter the material


document number

Year Year Defaulted

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4. Choose Details. The line items in the material document are


displayed.
5. On the Capture excise invoice at depot screen, select each line
item and choose More documents and make the following entries.

Field name Description User action and values Comment

Int.Doc No. Internal document Leave Blank System generates


Number a number after
SAVE.

Year Year <Year>

Exc.Inv.No. Excise Invoice Number Enter the excise invoice User Entry
number

Exc.Inv.Date Excise Invoice Date Enter the excise invoice date If entered in the
earlier screen
System Defaults it

Item Line item in the Line item in Material Defaulted


document

Chapter Id Chapter ID of the Default value from system Defaulted


material

Challan Qty Challan Qty Enter Qty User Entry

Excise UOM Excise UOM Default value from system Defaulted

REcv.UOM REcv.UOM Default value from system Defaulted

Excise Base Excise Base Enter the Excise Base: User Entry
Amount

BED % Basic Excise Duty Enter BED, for example:8% User Entry

ECS % Education Cess Enter ECS, for example:2% User Entry

SECess % Secondary Education Enter TAX% or SECess %: User Entry


Cess for example:1%
(Tax1%)

RG23A SNo. RG23A serial no. Enter RG23A serial no. For User Entry
example: 10001

Choose the Additional Data button to store any additional information pertaining to this
transaction.

Any information can be added or deleted using ADDITION/DELETE ROW button.

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If any warning message display, you can ignore this message.


6. Choose Back (F3) and check the cumulated values of BED/ECS/SECess.
7. Post or save the document.

Result
Depot Excise Invoice (RG23D Entry) is posted.

3 Process Overview Table


Process step External Business Business Trans- Expected
process condition role action results
reference code

Sales Order Customer Sales VA01


Entry request for Administrator
material

Delivery Warehouse VL10C Delivery is


Creation Clerk created. The
Warehouse
Transfer Order
is created.

Picking Warehouse VL02N Material is


(optional) Clerk picked

Post Goods Warehouse VL06O The goods


Issue Clerk issue is posted.

Excise Invoice Excise Clerk J1IJ An excise


Creation for invoice is
Depot created in
(Optional) depot plant

Billing Material Billing VF04 Billing is


shipped Administrator created
invoice
required

Excise Invoice Excise Clerk J1IIN An excise


Creation for invoice is
Manufacturing created in
Plant (Optional) manufacturing
plant

Incoming Accounts Accounts See See scope item


Payment Receivable Receivable scope no. 157
(157) item no.
157

Sales: Period Sales: See See scope item


End Closing Period End scope no. 203
Operations Closing item no.
Operations 203
(203)

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4 Process Steps
4.1 Sales Order Entry
Use
In this activity, you enter a sales order.

Procedure

If you sell less than 1000 NOS of material H11 the following warning may display:
Minimum quantity 1000 NOS of free goods has not been reached. Choose Enter to
skip this warning.

If you sell 1000 NOS of material H11 the system splits the sales order automatically
into two items. The first item contains 980 PC, the second one 20 PC. The customer
only has to pay for the first item.
The following logic is applied:
For a sales order item with quantity > 1000 pieces, the customer receives 10 pieces
free for every 500 pieces.
Sales order item 999 = No free goods
Sales order item 1000 = 20 pieces free
Sales order item 2000 = 40 pieces free.
1. Access the transaction choosing the following navigational option:
Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC menu Logistics Sales and Distribution Sales Order Create

Transaction code VA01

If you do not want to use Lean Warehouse Management (WM), choose a storage
location Shipping w/o Lean WM (for example, 1140) by using the following path:
Goto Item Shipping. Enter the selected storage location (for example, 1140) in
the Stor. Location field.
2. On the Create Sales Order: Initial screen, make the following entries:

Field name Description User action and values Comment

Order Type OR or YBDP OR for Factory Sales


YBDP for Depot Sales

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3. Make the following entries:

Field name Description User action and values Comment

Sold to party <Sold-to Party> for example, 100000

Ship to party <Ship-to Party> for example, 100000

PO number <PO Number from Enter a customer


Customer> purchase order number as
reference

Order reason <Order Reason> for example, Excellent


price

Material <Material Number> for example, H11


Number

Quantity <Quantity> for example, 1000 NOS

Plant <Plant> 1000 for Factory Sales


1100 for Depot Sales

4. Save your entries.


Option 2: Lean order SAP NetWeaver Business Client (SAP NWBC) via Business Role
1. Access the transaction choosing one of the following navigation options:

Business role Sales Administrator


(SAP_NBPR_SALESPERSON_S)

Business role menu Sales Customer Cockpit Customer Cockpit Access


Customer Cockpit

2. Make the following entries and choose Display Customer:

Field name Description User action and values Comment

Customer Number <Customer Number> for example,


100000

3. On the Customer Cockpit screen, select the following option:

Field name Description User action and values Comment

Other Activities Create Order

5. On the Create Sales Order screen, make the following entries and choose Continue:

Field name Description User action and values Comment

Order Type OR or YBDP OR for Factory Sales


YBDP for Depot Sales

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4. On the Standard Order: New screen, make the following entries and choose Enter:

Field name Description User action and values Comment

PO number <PO Number from Enter a customer


Customer> purchase order number as
reference.

Order reason <Order Reason> for example, Excellent


price

Material <Material Number> for example, H11

Order Quantity <Quantity> for example, 1000 NOS

If you do not want to use Lean Warehouse Management (WM), choose a storage
location Shipping w/o Lean WM (for example, 1140) 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, 1140) in the
Storage Location field.
5. Choose Enter.
6. Choose Item Details tab, make the following entries:

Field name Description User action and values Comment

Plant <Plant> Manufacturing Plant 1000


Or Depot 1100

Shipping <Shipping Point> Manufacturing Plant 1000


Point/Receivin
Or Depot 1100
g Pt:

7. Choose Save Document.


8. Make a note of the sales order number: _______________.

Result
The 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 can also start the print-out manually:
Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC menu Logistics Sales and Distribution Sales Order Display

Transaction code VA03

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1. On the Display Sales Order: Initial Screen, enter the order number. From the menu,
choose Sales Document Issue Output To.
2. Select the line with the message type BA00.
3. Choose Print.
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role

Business role Sales Administrator


(SAP_NBPR_SALESPERSON_S)

Business role menu Sales Sales Orders Sales Order Processing Sales
Documents Worklist

1. From the Active Queries of the Sales Orders category, choose the query Search (refresh
the current query if necessary).

If the message Maintain more selection criteria displays, choose Show Quick
Criteria Maintenance and maintain the criteria accordingly, for example, for the
Sales Document, enter an asterisk (*) and choose Apply.
2. Select your sales order and choose Sales Document in PDF Format.
3. On the Print Preview screen, choose Print.

The default settings generate a print-out of an order confirmation. If you prefer to


send the order confirmation to the customer via e-mail, ensure that all requirements
listed in the Quick Guide in the sections Outbound e-mail configuration and Printing
are being met and proceed as described below. If you want to switch from print-out
to sending forms via e-mail in general, check the document Printing: Forms
adaptation guide.doc for details.
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Sales and Distribution Sales Order Change
Transaction code VA02
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role Sales Administrator
(SAP_NBPR_SALESPERSON_S)
Business role Sales Sales Orders Sales Order Processing Change Sales
menu Order

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1. In the Order field, enter the sales order number and choose Enter.
2. On the Change Standard Order: Overview screen choose (NWBC: Menu ) Extras
Output Header Edit.
3. On the Create Standard Order: Output screen, select the line already created for the print
output and choose Repeat output.
4. On the new line, change the Medium for Output Type BA00 to 5 External send.
5. Select the new line with output type BA00 and choose Communication Method.
6. In the Comm.Strategy field, enter CS01.
7. Change the Logical destination and enter the printer you have defined for the output via e-
mail.
8. Choose Enter.
9. Choose Back (F3).
10. Save your entries.

4.2 Delivery Processing


Use
In this activity, you create the delivery.

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)

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

2. Make the following entries:

Field name Description User action and values Comment

Shipping <Shipping Point> Manufacturing Plant 1000


point
Or Depot 1100

Delivery <delivery creation date> Use this and the next field
creation together, or use the Calc
dates (From) rule. Do not do both.

Delivery <delivery creation date> Use this and the last field
creation together, or use the Calc
dates (To) rule. Do not do both.

Calc Rule <calculation rule> Use this field, or use the last
two fields together. Do not
do both.

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3. Choose Execute.
4. Select the line item(s) and choose Background.
5. Select the entry with the green light and choose Details.
6. Select the line with the green light and choose Details. The system displays the delivery
number in the dialog box.
7. Make a note of the delivery number: _______________.

At delivery creation, the scope item-settings check availability using available


inventory and replenishment lead time. Without sufficient stock, the created delivery
has no confirmed quantities therefore it does not start the warehouse management
picking process. As soon as there is sufficient stock at delivery creation, the system
creates a delivery with further picking process in warehouse management.
If you want to avoid open deliveries, ensure that there is sufficient inventory quantity
at 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 that is used during the availability
check (must be larger than the selection period used for delivery creation).

- You may change the customizing settings for the incompleteness procedure for
delivery creation, so that only complete deliveries may be saved.
- You may change the customizing settings for the used delivery-item-category. The
Check quantity 0 field must be adapted to B = Situation rejected with an error
message.
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role

Business role Warehouse Clerk


(SAP_NBPR_WAREHOUSECLERK_S)

Business role menu Warehouse Management Shipping Outbound Delivery


Order Fulfillment Worklist

1. On the Delivery Due Orders tab, make the following entries:

Field name Description User action and values Comment

Shipping point <Shipping Point> Manufacturing Plant


1000
Or Depot 1100

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2. Choose Apply (refresh the current query if necessary).


3. Select your order and choose Creation in Background.
4. The system displays the message: Delivery <delivery number> has been saved.

Result
A delivery is created.
For 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 can also start the print-out manually:


Option 1: SAP Graphical User Interface (SAP GUI)

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 checking the document flow) and choose Enter.
2. To start the print process, choose Transfer order Print.
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role

Business role Warehouse Clerk


(SAP_NBPR_WAREHOUSECLERK_S)

Business role menu Warehouse Management Shipping Transfer Orders Print TO


Manually

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1. Enter the Warehouse Number and TO Number. You can find the TO number using the
Business role menu Warehouse Management Shipping Outbound Delivery
Display Delivery, then check the document flow of your outbound delivery choosing
Menu Environment Document Flow (F7).
2. To start the print process, choose Menu Transfer order Print from the menu.

4.3 Picking (Optional)


Use
The picking process involves taking goods from a storage location and staging the right quantity
in a picking area where the goods are prepared for shipping.

Prerequisites
Use this step if lean WM is not activated.

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)

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:

Field name Description User action and values Comment

Shipping point <Shipping Point> for example, 1000

Only Picking Selected


without WM

4. Choose Execute.
5. Select your delivery note and Choose Subsequent Functions Picking Output.
6. On the Output from Picking screen, select your delivery note and choose Execute.
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role

Business role Warehouse Clerk


(SAP_NBPR_WAREHOUSECLERK_S)

Business role menu Warehouse Management Shipping Outbound Delivery


Outbound Delivery Monitor

1. On the Outbound Delivery Monitor screen, choose For Picking.


2. On the Outbound Deliveries for Picking screen, make the following entries:

Field name Description User action and values Comment

Shipping point <Shipping Point> for example, 1000

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3. Choose Execute.
4. Select your delivery note and choose Display.
5. From the menu choose, 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.

Result
The picking list EK00 has been printed and the picking quantity at delivery item level has been
updated with the requested delivery quantity.

4.4 Posting Goods Issue


Use
In this activity, you post the goods issue.

Procedure
Option 1: SAP Graphical User Interface (SAP GUI)
1. Access the transaction choosing one of the following navigation options:

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.


3. Make the following entries:

Field name Description User action and values Comment

Shipping point <Shipping Point> Manufacturing Plant 1000


Or Depot 1100

4. Choose Execute.
5. Select the relevant delivery.
6. Choose Post Goods Issue.
7. Choose todays date and in the dialog box, choose Continue.
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
1. Access the transaction choosing one of the following navigation options:

Business role Warehouse Clerk


(SAP_NBPR_WAREHOUSECLERK_S)

Business role menu Warehouse Management Shipping Outbound Delivery


Outbound Delivery Monitor

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2. Choose For Goods Issue.


3. Enter the Shipping Point / Receiving Pt: and choose Execute.
4. Select your delivery, and choose Post Goods Issue.
5. Choose todays date and in the dialog box, choose Continue.

Result
The goods issue is posted.

Material Posting Key Account Description Cost Element/CO


Object

Trading Good 99 22111100 Stock of traded goods


(HAWA)
81 40111100 Cost of traded goods

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 print-out manually:
Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC menu Logistics Logistics Execution Outbound Process Goods


Issue for Outbound Delivery Outbound Delivery Display

Transaction code VL03N

Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role

Business role Warehouse Clerk


(SAP_NBPR_WAREHOUSECLERK_S)

Business role menu Warehouse Management Shipping Outbound Delivery


Display Delivery

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1. Enter your outbound delivery on the Display Outbound Delivery screen and choose from
the menu (NWBC: Menu) Outbound Delivery Issue delivery Output.
2. Select the line with the message type LD00 Delivery Note.
3. Choose Print.

The default settings generate a print-out of the delivery note. If you prefer to send
the delivery note to the ship-to party via e-mail, ensure that all requirements listed in
the Quick Guide in the sections Outbound e-mail configuration and Printing are
being met and proceed as described below. If you want to switch from print-out to
sending forms via e-mail in general, check the document Printing: Forms adaptation
guide.doc for details.

Option 1: SAP Graphical User Interface (SAP GUI)


SAP ECC Logistics Logistics Execution Outbound Process Goods Issue for
menu Outbound Delivery Post Goods Issue Outbound Delivery Single
Document
Transaction VL02N
code
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role Warehouse Clerk
(SAP_NBPR_WAREHOUSECLERK_S)
Business role Warehouse Management Shipping Outbound Delivery Change
menu Delivery

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1. In the Outbound Delivery field, enter the delivery number and choose Enter.
2. On the Outbound Delivery xxxx Change: Overview screen choose (NWBC: Menu ) Extras
Delivery Output Header.
3. On the Outbound Delivery: Output screen, select the line with Output Type LD00 already
created for the print output and choose Repeat output.
4. On the new line, change the Medium for Output Type LD00 to 5 External send.
5. Select the new line with output type LD00 and choose Communication Method.
6. In the Comm.Strategy field, enter CS01.
7. Change the Logical destination and enter the printer you have defined for the output via e-
mail.
8. Choose Enter.
9. Choose Back (F3).
10. Save your entries.
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 can also start the print-out manually:
Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC menu Logistics Logistics Execution Outbound Process Goods


Issue for Outbound Delivery Outbound Delivery Display

Transaction code VL03N

Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role

Business role Warehouse Clerk


(SAP_NBPR_WAREHOUSECLERK_S)

Business role menu Warehouse Management Shipping Outbound Delivery


Display Delivery

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1. Enter your outbound delivery on the Display Outbound Delivery screen and choose from
the menu (NWBC: Menu) Outbound Delivery Issue delivery Output.
2. Select the line with the message type YBL1 Bill of Lading.
3. Choose Print.

The default settings generate a print-out of the bill of lading. If you prefer to send the
bill of lading to the ship-to party ensure that all requirements listed in the Quick
Guide in the sections Outbound e-mail configuration and Printing are being met and
proceed as described below. If you want to switch from print-out to sending forms via
e-mail in general, check the document Printing: Forms adaptation guide.doc for
details.

Option 1: SAP Graphical User Interface (SAP GUI)


SAP ECC Logistics Logistics Execution Outbound Process Goods Issue for
menu Outbound Delivery Post Goods Issue Outbound Delivery Single
Document
Transaction VL02N
code
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role Warehouse Clerk
(SAP_NBPR_WAREHOUSECLERK_S)
Business role Warehouse Management Shipping Outbound Delivery Change
menu Delivery

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1. In the Outbound Delivery field, enter the delivery number and choose Enter.
2. On the Outbound Delivery xxxx: Overview screen choose (NWBC: Menu ) Extras
Delivery Output Header.
3. On the Outbound Delivery: Output screen, select the line with Output Type YBL1 already
created for the print output and choose Repeat output.
4. On the new line, change the Medium for Output Type YBL1 to 5 External send.
5. Select the new line with output type YBL1 and choose Communication Method.
6. In the Comm.Strategy field, enter CS01.
7. Change the Logical destination and enter the printer you have defined for the output via e-
mail.
8. Choose Enter.
9. Choose Back (F3).
10. Save your entries.

4.5 Excise Invoice Creation for Depot (Optional)


Use
The Incoming Excise Invoice is attached to the Outgoing Delivery Document.

This step is only for the depot plant.

Prerequisites
The Post Goods Issue for the Delivery Document must be completed.

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC menu CIN Menu(J1ILN ) Indirect Taxes Sales / Outbound


Movements Excise Invoice For Depot Create/ Change /
Display

Transaction code J1IJ

Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role

Business role SAP_NBPR_IN_EXCISECLERK_S

Business role menu CIN Excise invoice selec. at depot sale

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2. On the Excise Invoices for delivery at Depot screen, choose the following navigation:
(NWBC: Menu ) Delivery RG23 D selection.
3. On the Select Excise invoices for Delivery screen, make the following entries:

Field name Description User action and values Comment

Delivery Enter the Delivery Delivery


document number created document
number

Excise Group 51

Series group 50

Choose Enter.

Delete the free goods item.

Select the Item and choose


the Details button. If the
material is batch managed,
select the second line item,
the line item with batch
number.

On the Select Excise


Invoices for Delivery screen,
choose Excise Invoices

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4. On the Excise Invoices list screen:

Field name Description User action and values Comment

Year Defaulted

Doc No Defaulted

Excise Inv Defaulted

Exc Inv Date Defaulted

Vendor Defaulted

Ship From Defaulted

Material Defaulted

Batch Defaulted

Qty.in Exc Inv Defaulted

Unit Defaulted

Excise Base Defaulted

BED Defaulted

SED Defaulted

AED Defaulted

Qty Defaulted
Remaining

Select the appropriate Excise


Invoice and Choose on the
Continue

5. On the Select Excise Invoice for Delivery screen, choose Back.


6. Save the document.

Result
The system displays the message RG 23 D Register updated; Depot Excise Invoice x.

4.6 Billing
Use
In this activity, you handle the billing.

Procedure
Option 1: SAP Graphical User Interface (SAP GUI)
1. Access the transaction choosing one of the following navigation options:

SAP ECC menu Logistics Sales and Distribution Billing Billing


Document Process Billing Due List

Transaction code VF04

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2. Enter relevant search criteria, select the Delivery-related checkbox, deselect the Order-
related checkbox, and choose DisplayBillList (F8).
3. Select a row and choose Individual Billing Document.
4. Save your entries.
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
1. Access the transaction choosing one of the following navigation options:

Business role Billing Administrator


(SAP_NBPR_BILLING_S)

Business role menu Sales Billing Billing Worklist

2. On the Billing screen, choose the Billing Due List tab (refresh the current query if necessary).
3. Enter the relevant search criteria; select the Delivery-Related checkbox. Choose Apply.
4. Select the lines with the sales documents to bill and choose Billing in Background.
5. The system displays a list of the billing documents.

Result
The system generates an invoice for billing.

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 can also start the print-out manually:
Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC menu Logistics Sales and distribution Billing Billing document
Display

Transaction code VF03

1. On the Display Billing Document screen, from the menu, choose Billing document
Issue Output to.
2. Select the line with the message type RD00.
3. Choose Print.
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role

Business role Billing Administrator


(SAP_NBPR_BILLING_S)

Business role menu Sales Billing Change Billing Document

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1. Enter the billing document number.


2. Choose Menu Billing Document Issue Output to.
3. Select the relevant output and choose Print.

The default settings generate a print-out of an invoice. If you prefer to send the
invoice to the payer via e-mail, ensure that all requirements listed in the Quick Guide
in the sections Outbound e-mail configuration and Printing are being met and
proceed as described below. If you want to switch from print-out to sending forms via
e-mail in general, check the document Printing: Forms adaptation guide.doc for
details.

Option 1: SAP Graphical User Interface (SAP GUI)


SAP ECC menu Logistics Sales and Distribution Billing Billing Document
Change
Transaction VF02
code
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role Billing Administrator
(SAP_NBPR_BILLING_S)
Business role menu Sales Billing Change Billing Document

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1. In the Billing document field, enter the invoice number and choose Enter.
2. On the Invoice xxx (F2) Change: Overview of Billing Items screen choose (NWBC: Menu )
Goto Header Output.
3. On the Invoice xxx (F2) Change: Output screen, select the line already created for the print
output and choose Repeat output.
4. On the new line, change the Medium for Output Type RD00 to 5 External send.
5. Select the new line with output type RD00 and choose Communication Method.
6. In the Comm.Strategy field, enter CS01.
7. Change the Logical destination and enter the printer you have defined for the output via e-
mail.
8. Choose Enter.
9. Choose Back (F3).
10. Save your entries.

4.7 Excise Invoice Creation for Manufacturing Plant


(Optional)
Use
In this activity, you handle the excise invoice.

This step is only for the manufacturing plant.

Procedure
Option 1: SAP Graphical User Interface (SAP GUI)
1. Access the transaction choosing one of the following navigation options:

SAP ECC menu CIN Menu(J1ILN ) Indirect taxes Sales/Outbound movement


Excise invoice For sales order Outgoing Excise invoice create

Transaction code J1IIN

Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role

Business role Excise Clerk


(SAP_NBPR_IN_EXCISECLERK_S)

Business role menu CIN Outgoing Excise Invoice

2. On the Excise Invoice for Factory Sale screen, go to the following navigation: (NWBC: Menu
) Excise invoice Create.
3. On the Create Excise Invoice for Factory sale screen, in the Billing document field, enter the
Commercial invoice no. and choose Enter.
4. Make the following entries:

Field name Description User action and values Comment

Excise Group 21

Series Group 10

Time of For example,


removal 15:00:00

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5. Check values of excise duties in document.


6. Save your entries.

Result
Excise invoice is created. (Accounting document is generated.)

5 Follow-up Processes
You have finished all activities that are part of the business process described in this document.
To accomplish subsequent activities of this business process, carry out the process steps
described in one or more of the following scope items, using the master data from this document.

Accounts Receivable (157)


Use
In this activity you post the incoming payment.

Procedure
Complete all activities described in the Business Process Documentation of the scope item:
Accounts Receivable (157) (Sections 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) using the master data from this
document.

Sales: Period End Closing Operations (203) (Optional)


Use
This scope item describes the collection of periodic activities such as day ending activities or
legal requirements like Intrastat and Extrastat reporting.

Procedure
Complete all activities described in the Business Process Documentation of the scope item:
Sales: Period End Closing Operations (203) (Sections Review Sales Documents blocked for
billing, Review Billing Due List, Review Log of collective invoice creation and Review List
Blocked (for accounting) Billing Documents) using the master data from this document.

6 Appendix
6.1 Reversal of Process Steps
In the following section, you can find the most common reversal steps, which you can take to
reverse some of the activities described in this document.

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Sales Order Entry

Transaction code (SAP GUI) VA01

Reversal: Delete Sales Document

Transaction code (SAP GUI) VA02

Business role Sales Administration

Business role menu Sales Sales Orders Change Sales Order

Comment Choose the menu Sales Document Delete

Delivery Process

Transaction code (SAP GUI) VL01N

Reversal: Delete Delivery

Transaction code (SAP GUI) VL02N

Business role Warehouse Clerk

Business role menu Warehouse Management Shipping Outbound


Delivery Change Delivery

Comment Choose the menu Outbound Delivery Delete

Picking

Transaction code (SAP GUI) VL06O

Reversal: Remove Picking Quantity from Delivery Item

Transaction code (SAP GUI) VL02N

Business role Warehouse Clerk

Business role menu Warehouse Management Shipping Outbound


Delivery Change Delivery

Comment

Post Goods Issue

Transaction code (SAP GUI) VL02N

Reversal: Reverse Goods Issue.

Transaction code (SAP GUI) VL09

Business role Warehouse Clerk

Business role menu Warehouse Management Shipping Cancel Goods


Issue for Delivery Note

Comment

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Billing

Transaction code (SAP GUI) VF04

Reversal: Cancel Billing document

Transaction code (SAP GUI) VF11

Business role Billing Administrator

Business role menu Sales Billing Sales Document Blocked for Billing

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.

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6.2 SAP ERP Reports


Use
The following table 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)
The descriptions of some reports that are an indispensable part of the process flow may be
located directly in the section where they belong.

Reports
Report title Transaction Business Business role Comment
code (SAP role (NWBC) menu (NWBC)
GUI)

List of Sales VA05 Sales Sales Sales A list of all selected sales
Orders Manager Orders orders is displayed.
(SAP_NBPR Reports List
_SALESPER of Sales Orders
SON_M)

List Billing VF05 Sales Sales Sales A list of all selected billing
Documents Manager Orders documents is displayed.
(SAP_NBPR Reports List
_SALESPER Billing
SON_M) Documents

Orders within SDO1 Sales Sales Sales A list of sales orders


Time Period Manager Orders within a specific time
(SAP_NBPR Reports period
_SALESPER Orders within
SON_M) time period

Incomplete V.02 Sales Sales Sales A list of all incomplete


SD Manager Orders documents based on the
Documents (SAP_NBPR Reports List specified selection criteria
_SALESPER of Incomplete is displayed.
SON_M) Sales Orders

Outbound VL06O Warehouse Warehouse Monitor for collective


delivery Manager Management processing of deliveries
monitor (SAP_NBPR Warehouse and for obtaining
_WAREHOU Monitoring information on general
SEMANAGE Monitor shipping processing.
R_M) Outbound
Delivery
Process
Outbound
Delivery Monitor

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6.3 Used Forms


Common form Form type Used in Output Type Technical name
name process step

Order SmartForm Sales Order BA00 YBIN_SDORC


Confirmation Entry

Delivery Note SmartForm Post Goods LD00 YBIN_SDDLN


Issue

Transfer Order SAP Script Delivery Due YB_LVSTAEINZEL


List

Pick List SD SAP Script Picking EK00 YB_SD_PICK_SINGL


(optional)

Bill of Lading SmartForm Post Goods YBL1 YBIN_SDBLD


Issue

Sales Invoice SmartForm Billing RD00 YBIN_SDINV

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