Sales documents

Sales documents are the core components of SAP sales and distribution module.

A sales document defines how the data is to be function, how it is to be displayed,

It is heartbeat of the sales environment.

A sales order is a contractual agreement between a sales organization and a customer (sold-to-party) for the supply of service or products over a specific period of time and in certain quantities.
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Sales document types

According to business transaction sales documents has been categorized into four sections 1. Pre-Sales: Ex. Inquiry(IN), Quotation(QT) 2. Sales Orders: Ex Standard order (OR), Cash Sales(CS) Rush orders (RO)
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Sales Document types

3. Customer outlines agreements : Quantity contracts (QC) Value Contract (WK1, WK2) Service Contract (SC) Master Contracts (GK) Scheduling agreement (DS)

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Sales document types

4 . Customer complaints Credit memo request (CR) Debit memo request (DR) Invoice correction request (RK) Subsequent free of charge delivery (SDF) Free of charge delivery (FD) Returns (RE)
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Sales document types

Consignment business 1. Consignment fill up (CF) 2. Consignment issue (CI) 3. Consignment returns (Conr) 4. Consignment pick up (CP)

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Sales document Architecture

Header level category(VBAK) (Sold-to-party, Ship-to-party, sales area, order value, ..) ex: IN, QT, OR, CS, Item level category(VBAP) ( Plant, Storage location, shipping point, route, ) ex: TAN, TANN, TAS Schedule line category(VBEP) (Delivery dates + quantity to be confirmed) Every line item in the sales order must have one or more than one schedule lines.

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What are the sales document control parameters?

Every sales document controlled by 1. Header level category (Ex: OR) 2. Item level category(Ex : TAN) 3.Schedule line category (Ex : CP)

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Header level category determination

Header level category determines manually ( By end user) Ex: OR, QT, CS

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How item level category determination

Sales document type (OR)

Item category group (NORM)

Usage (NIL)

Higher level item category (NIL)

Item category (TAN)

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Item category determination

1. Sales document type enter by end user manually ex: OR 2. Item category group from material master sales organization data2 view (ex: NORM) 3. Usage from program 4. Higher level item category of line item

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How schedule line category determine

Every line item of sales order must have one or more than schedule lines. Schedule line category determine by the system automatically by taking two factors into consideration
Item category Ex: TAN MRP type Ex: PD Schedule line category Ex: CP

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