SAP STD WORK FLOW [PURCHASE, SALES, MASTER CREATION)

PURCHASE FLOW:

1. PURCHASE ORDER
2. GOODS RECEIPT PO (GRN)
3. A/P INVOICE
4. A/P CREDIT MEMO (DEBIT NOTE)

SALES FLOW:

1. SALES ORDER
2. SALES A/R
3. A/R CREDIT MEMO (CREDIT NOTE)

MASTER CREATION:

1. BUSINESS PARTNER MASTER (Customer / Vendor)

2. ITEM MASTER CREATION
 PURCHASE FLOW

PATH – PURCHASE A/P

1) PURCHASE ORDER:

 PATH – Purchase A/P -> Purchase Order

 VENDOR – click the round button / Press the TAB key.
 List of suppliers will appear, Choose the required Supplier
 VENDOR REF NO – You can enter reference number.
 POSTING DATE – system date / PO date
 DELIVERY DATE – Due date / material required date.
 ITEM NO - click the round button / Press the TAB key. List of items will appear choose he
required.
 QUANTITY - Mention the required quantity.
 UNIT PRICE – auto fill based on price list and branch.
 TAX CODE – auto fill, Based on branch.

 FREIGHT - Click the yellow arrow in bottom, new window for freight will open. Choose the
tax [Choose ZERO tax code for non-taxable freight]. Fill freight amt in Net amount field.
3) GRN:

 Based on PO, Data’s will automatically fetch to GRN.

 Check the warehouse & qty is correct.
 ADD the document , serial no. window will open,
 Give appropriate serial number,
 If the warehouse is bin, choose the bin location.
 Add the Doc.
4) PURCHASE INVOICE:

 Based on GRN, Data will fetch automatically to purchase invoice.

 Check the Tax Rate, Price, Freight charges, Bill value.
 ADD the document.
5) DEBIT NOTE / A/P CREDIT MEMO:

 Based on Purchase Invoice, Data will fetch automatically to A/P Credit Memo.
 Check the quantity, tax rate & warehouse.
 If quantity should not reduce in warehouse, then choose WITHOUT QUANTITY field
in A/P Credit Memo document.
 ADD the document.
 SALES FLOW

PATH – SALES A/R

2) SALES ORDER:

 PATH – Sales A/R -> Sales Order

 CUSTOMER – click the round button / Press the TAB key.
 List of customers will appear, Choose the required customer
 CUSTOMER REF NO – You can enter reference number.
 POSTING DATE – system date / PO date
 DELIVERY DATE – Due date / material required date.
 ITEM NO - click the round button / Press the TAB key. List of items will appear choose he
required.
 QUANTITY - Mention the required quantity.
 UNIT PRICE – auto fill based on price list and branch.
 TAX CODE – auto fill, Based on branch.

 FREIGHT - Click the yellow arrow in bottom, new window for freight will open. Choose the
tax [Choose ZERO tax code for non-taxable freight]. Fill freight amt in Net amount field.
 Add the document.

3) SALES INVOICE:
 Based on Sales Order, Data will fetch automatically from SALES ORDER.
 Check the Tax Rate, Price, Freight charges, Bill value.
 ADD the document. [If its serial number item, new window will open for serial no.]
 Choose the appropriate serial no. For sales and update the serial window.
 Add the document.
4) CREDIT NOTE / A/R CREDIT MEMO:

 Based on Sales Invoice, Data will fetch automatically to A/R Credit Memo.
 Check the quantity, tax rate & warehouse.
 If quantity should not reduce in warehouse, then choose WITHOUT QUANTITY field
in A/R Credit Memo document.
 ADD the document.

BUSINESS PARTNERS MASTER

PATH – BUSINESS PARTNERS
1) SUPPLIER & CUSTOMER MASTER CREATION

 Item No. – This is mandatory.

 Name – Give Item Name
 Foreign Name – Alias name can give
 Item Group – Group of the item
 Price List – Choose the appropriate price list for the item
 UOM Group – If multiple um is there, can use this option.
 If the item is Inventory, purchasable & saleable item, tick the check box
 In General Tab – mention the item is serial / batch item.
 In Inventory Tab - Set the Item valuation method, set general ledger and so on.,
 Add the document.