SD Module Training Manual ROOT MENU This is the main screen that will appear after you log

on to SAP.

SD Module Training Manual WHITE OIL Create Sales Order- Initial Screen: Transaction Code VA01. Enter the following values in the fields. Field Name Order Type Sales Organization Distribution Channel Division Value for insertion ZO 1100 10 10

Press Enter Key.

SD Module Training Manual On pressing enter the following screen will appear. This is the Overview screen of the Create Sales Order transaction. Enter the following values in the fields. Field Name Value for insertion Sold-To-Party 100101 (e.g.) Purchase Order no. 101 (e.g) Material HSD-01 Order Quantity 10000 in Liters

Press enter key. Now press save and note the sales order no. that is generated.

SD Module Training Manual Create Outbound Delivery Document with sales order reference. Transaction Code VL01N Enter the following values in the fields. Field Name Shipping Point Order No. Value for insertion 1040 (e.g) 2032 (e.g)

Press Enter Key.

SD Module Training Manual On pressing enter the following screen will appear. This is the Create Outbound delivery Overview screen. Enter the following values in the fields. All information from the sales order is carried forward here.

Press save.

SD Module Training Manual Bulk Shipment Scheduling Screen. Transaction Code ZO4F1. Enter the following values in the fields. Field Name Value for insertion Shipment Point 1040 (e.g) Bulk Shipment Type BS32 (This refers to type of load - carriage, self, etc.) Reference 10001100 (e.g) Last acknowledgement no. of the vehicle. (Upon pressing enter after entering no. system will retrieve the vehicle no and registration no. Document No. 80001965 Outbound delivery document no. created earlier. On pressing enter order related information is retrieved by the system. Compartment Select the compartments. Planning

Press save. Note the Bulk Shipment No. that is generated.

SD Module Training Manual Change Bulk Shipment Scheduling Screen. Transaction Code is ZO4F2. Enter the following Values. Field Name Value for insertion Shipment No. Enter the shipment created for this delivery. Press enter and all information will be retrieved by the system.

Press circular red & white button on left top of the screen to confirm scheduling (Token Generation).

SD Module Training Manual Create/Change Loading Confirmation Screen Transaction Code : O4G1 Enter the following values. Field Name Value for insertion Bulk Shipment No. 10001117 (e.g)

Now press the Load Bulk button on the left top of your screen.

SD Module Training Manual Upon pressing Load Button following screen will appear. Change Shipment/ BS32 Load Bulk screen Field Name Value for insertion Storage Location 423 (e.g) Silo no. for all chambers/products. Seal no. 100000(e.g) Batch Custom PD

Press the thermometer button on the screen after selecting both rows of your material details.

SD Module Training Manual QCI Screen. Enter the following values. Field Name Value for insertion Material Temp 35 Cel (e.g) Test Temp 15 Cel (e.g) Test Density 830 kgv

Now press the execute button (small clock like button on the left bottom of the pop up screen.

10

SD Module Training Manual Back on the loading confirmation screen press the red & white circular button for Confirm Loading. Shipment is now completely loaded.

11

SD Module Training Manual Create / Change Delivery Confirmation. Transaction Code O4H1. Field Name Value for insertion Bulk Shipment no 10001120 (e.g)

Press Enter. After system retrieves information for the shipment, tick the Rapid Confirmation box. Press the green white circular button on the top for Rapid Confirmation.

12

SD Module Training Manual Create Shipment Costs Screen. Transaction Code VI01. Field Name Value for insertion Shipment Category IS-oil TD bulk shipment (Select from drop-down) Bulk Shipment no 10001117 (e.g)

Press enter key.

13

SD Module Training Manual On pressing enter Create shipment costs overview screen will appear.

Shipment costing is carried out by the system. Press save.

14

SD Module Training Manual Create Billing Document Screen. Transaction Code VF01. Field Name Value for insertion Document No 80001965 (e.g) Outbound delivery document no.

Press enter key.

15

SD Module Training Manual On pressing enter Create Billing overview screen will appear.

Invoice is calculated by the system. Press save.

16

SD Module Training Manual

BLACK OIL Create Furnace Sales Order screen. Transaction Code is VA01. Enter the following values. Field Name Value for insertion Order Type ZFO Sales Organization 1200 Distribution Channel 10 Division 10

Press enter.

17

SD Module Training Manual On pressing enter the following screen will appear. This is the Overview screen of the Create Sales Order transaction. Click on the Item Overview Tab. Enter the following values in the fields. Field Name Value for insertion Sold-To-Party 104822 (e.g.) Purchase Order no. 102 (e.g) Material HSFO-180 Order Quantity 100 in MTO Material Pricing Group NRL (Select from drop down menu)

Press enter. Press Save.

18

SD Module Training Manual Create Outbound Delivery screen. Transaction Code VL01N Enter the following values. Field Name Value for insertion Shipping Point 1060 (e.g.) Order No 2323 (e.g)

Press enter.

19

SD Module Training Manual On pressing enter following screen will appear. Here change the order quantity in terms of liters according to the delivery requirements. Then change the sales unit to liters.

Press save.

20

SD Module Training Manual Bulk Shipment Scheduling Screen. Transaction Code ZO4F1. Enter the following values in the fields. Field Name Value for insertion Shipment Point 1060 (e.g) Bulk Shipment Type BS32 (This refers to type of load - carriage, self, etc.) Reference 10000815 (e.g) Last acknowledgement no. of the vehicle. (Upon pressing enter after entering no. system will retrieve the vehicle no and registration no. Document No. 80001965 Outbound delivery document no. created earlier. On pressing enter order related information is retrieved by the system. Compartment Select the compartments. Planning

Press save.

21

SD Module Training Manual Change Bulk Shipment Scheduling Screen. Transaction Code is ZO4F2. Enter the following Values. Field Name Value for insertion Shipment No. Enter the shipment created for this delivery. Press enter and all information will be retrieved by the system.

Press Confirm scheduling button.

22

SD Module Training Manual Create/Change Loading Confirmation Screen Transaction Code : O4G1 Enter the following values. Field Name Value for insertion Bulk Shipment No. 10001117 (e.g)

Press the Load Bulk Button.

23

SD Module Training Manual Upon pressing Load Button following screen will appear. Change Shipment/ BS32 Load Bulk screen Field Name Value for insertion Storage Location 423 (e.g) Silo no. for all chambers/products. Seal no. 100000(e.g) Batch Custom PD

Press the thermometer button on the screen after selecting both rows of your material details.

24

SD Module Training Manual QCI Screen. Enter the following values. Field Name Value for insertion Material Temp 35 Cel (e.g) Test Temp 15 Cel (e.g) Test Density 930 kgv

Now press the execute button (small clock like button on the left bottom of the pop up screen.

25

SD Module Training Manual Back on the loading confirmation screen press the red & white circular button for Confirm Loading. Shipment is now completely loaded.

26

SD Module Training Manual Create / Change Delivery Confirmation. Transaction Code O4H1. Field Name Value for insertion Bulk Shipment no 10001120 (e.g)

Press Enter. After system retrieves information for the shipment, click the Rapid Confirmation box and the press the green white circular button on the top for Rapid Confirmation.

27

SD Module Training Manual Create Shipment Costs Screen. Transaction Code VI01. Field Name Value for insertion Shipment Category IS-oil TD bulk shipment (Select from drop-down) Bulk Shipment no 10001117 (e.g)

Press Enter.

28

SD Module Training Manual On pressing enter Create shipment costs overview screen will appear.

Shipment costing is carried out by the system. Press save.

29

SD Module Training Manual Create Billing Document Screen. Transaction Code VF01. Field Name Value for insertion Document No 80001965 (e.g) Outbound delivery document no.

Press enter key.

30

SD Module Training Manual On pressing enter Create Billing overview screen will appear.

Invoice is calculated by the system. Press save.

31

SD Module Training Manual

LUBE SALES Create Lubes Sales Order screen. Transaction Code is VA01. Enter the following values. Field Name Value for insertion Order Type ZSHO Sales Organization 1100 Distribution Channel 10 Division 10

Press Enter.

32

SD Module Training Manual On pressing enter following screen will appear.

Repeat process from white oil order with relevant values for this transaction. Press save.

33

SD Module Training Manual Create Delivery Document screen. Transaction Code is VL01N. Press Enter.

Go to the Pickings Tab. Enter storage location. Press Post Goods Issue.

34

SD Module Training Manual Create Billing screen. Transaction Code is VF01. Enter the following values. Field Name Value for insertion Document No 80001972 (e.g)

Press Enter.

35

SD Module Training Manual

Press save.

36

SD Module Training Manual In case of Free Delivery by PSO of Lubricants the Lube Sales process will differ from the Create Outbound Delivery Document screen.

Entering storage location, do not press Post Goods Issue, press save.

37

SD Module Training Manual Create Shipment screen. Transaction Code is VT01N. Enter the following values. Field Name Value for insertion Transport Planning Pt TPSO Shipment Type Lubes Shipment Sales

Press Enter.

38

SD Module Training Manual On pressing enter following screen will appear.

Enter forwarding agent (A1234) and press Deliveries button on the upper side of screen.

39

SD Module Training Manual Pop up screen will appear to attach the required delivery document.

Enter the shipping plant (1070). Press execute button in bottom left corner.

40

SD Module Training Manual Only attach the required delivery document and remove any extra documents by selecting and pressing this button.

Go back to overview screen.

41

SD Module Training Manual

Click on all seven buttons in the bottom tab so that there are green ticks beside them. Go to Environment in menu tab, go to shipping and then goods issue and click on it.

42

SD Module Training Manual Shipment No. (1222) is saved and appears on bottom of screen which should be noted.

Enter the shipping point and press execute button in top left corner.

43

SD Module Training Manual

Tick your document number and press Post Goods Issue button.

44

SD Module Training Manual Create Billing Document screen. Transaction Code is VF01. Enter the following values. Field Name Value for insertion Document No 80001972 (e.g)

Press Enter.

45

SD Module Training Manual

Press save.

46

SD Module Training Manual

AFGHAN EXPORT Create Afghan Export Sales Order screen. Transaction Code is VA01. Enter the following values. Field Name Value for insertion Order Type ZAEX Sales Organization 1100 Distribution Channel 10 Division 10

Press Enter.

47

SD Module Training Manual Repeat process from white oil order with relevant values for this transaction. After entering valid information do not press save.

Press Header data button on top right side of screen.

48

SD Module Training Manual Enter the following values. Field Name Value for insertion DR No. 1000 E-Form # 1000

Press save. Repeat following transactions from white oil order with relevant values for this order. -VL01n. -ZO4f1. -ZO4f2. -O4g1. -O4h1. -VI01. -VF01.

49

SD Module Training Manual

PURCHASE ORDER - Fuel Transshipment. Create Purchase Order screen. Transaction Code is ME21N. Enter the following values. Field Name Value for insertion Purchase Order Type STO Freight Sales Organization 1100 Distribution Channel 10 Division 10

Press Document overview on.

50

SD Module Training Manual

Go to selection variant and select purchase requisition.

51

SD Module Training Manual A popup screen will appear.

Enter document type for tank lorries - TLNB. Press execute.

52

SD Module Training Manual

From the documents that appear on the left select your desired one and click on the drop down. Select on your item no. and click on adopt button which is next to the selection variant button. All information from the purchase requisition will be copied to your purchase order. Enter purchasing org. Press save. Note the Purchase Order No.

53

SD Module Training Manual Create Outbound Delivery Document in background screen. Transaction Code is VL10B.

Go to Purchase order tab and enter the purchase order no that you just created. Press execute.

54

SD Module Training Manual On pressing enter following screen will appear.

Select the row of your purchase order and press Background.

55

SD Module Training Manual

Select All.

56

SD Module Training Manual

Your delivery document for your purchase is created indicating the green light. Click on the purchase order no. against the green light.

57

SD Module Training Manual The Purchase order that was created by you will appear in the display mode.

Go to the purchase order history tab to see your document no. Repeat following transactions from white oil order with relevant values for this order. -ZO4f1. (You will enter Bulk Shipment Type as BS 31) -ZO4f2. -O4g1. The supplying plant will stop at this point as the tank lorry is now loaded and will leave for the receiving plant.

58

SD Module Training Manual Transaction Code Zreport. Receiving plant will work on the PTO from this screen onwards. Enter the shipment no for the required PTO. Press Enter.

Press save.

59

SD Module Training Manual Transaction Code Zshort. Enter shipment no. Press Enter. All information from shipment is brought forward to this screen. Now enter following values in the required fields. Field Name Value for insertion Storage Location 1904 (e.g) Natural Liters 10000 (e.g) Material Temp 35 (e.g) Test Temp 15 (e.g) Density 830 (e.g)

Now press calculate button on top left to get any shortages. If no shortages press the GR + Sales Order button and shipment will be saved.

60

SD Module Training Manual

If there are any shortages, Press the GR + Sales order button and shipment will be saved while a cartage sales order will be created against the cartage contractor. Carry out transaction VL01N. On this screen enter additional quantities and press Post Goods Issue. Now go to VF01 for invoice generation like earlier orders.

61

SD Module Training Manual

LUBE TRANSSHIPMENTS. Create Purchase Order screen. Transaction Code is ME21N. Enter the following values. Field Name Value for insertion Order Type STO Freight Supplying Plant 1070 (e.g) Purchasing Org 6000 Purch Grp 129 Co code PSOC Material 3009339 (e.g) Quantity 1000 (e.g) Receiving Plant 9050

Press save. Carry out VL10B to get the outbound delivery document like in Fuel Transshipment.

62

SD Module Training Manual Upon getting the outbound delivery no., Go to VL02N, enter this document no. and press enter. Following screen will appear.

Enter the storage location from which to reduce the inventory. Press save.

63

SD Module Training Manual Create Shipment Screen. Transaction Code is VT01N. Enter the following values. Field Name Value for insertion Transport Planning Pt TPSO Shipment Type Lubes Transshipments

Press enter.

64

SD Module Training Manual

Enter Forwarding agent. Press deliveries button.

65

SD Module Training Manual Popup screen will appear.

Enter shipping and receiving plant. Press execute.

66

SD Module Training Manual All delivery documents not executed will be attached to your shipment. Select all that do not apply and remove them by clicking on this button.

Only your document will remain. Go to Overview screen.

67

SD Module Training Manual

Press Planning button. Go to Stages Tab.

68

SD Module Training Manual

Enter Special Procedure Indicator.

69

SD Module Training Manual Go to Deadline tab, Press Check-in, Loading start, Loading End and Shipment start buttons.

Go to Environment in menu tab, go to shipping, and then go to Goods Issue and click on it. Shipment will be saved. Note the shipment no.

70

SD Module Training Manual Popup screen will appear.

Here enter the Shipping and Receiving plant. Press execute.

71

SD Module Training Manual

Select your delivery document. Press Post Goods Issue.

72

SD Module Training Manual This is transaction for the receiving plant. Goods Receipt Purchase Order screen. Transaction Code MIGO.

Enter Purchase order no. Press enter.

73

SD Module Training Manual Information from the purchase order will be carried forward.

Go to the WHERE tab. Enter Storage location where product will be stored. Press Enter.

74

SD Module Training Manual

Go to Batch tab. Enter batch no. Press Enter.

75

SD Module Training Manual

Enter Quantity in delivery note space. Tick on Item Ok. Press save.

76

SD Module Training Manual Change Shipment screen. Transaction Code VT02N.

Enter the shipment no. Press Enter. Press the Shipment Completion and Shipment End button. Press save.

77

SD Module Training Manual AVIATION SALES Create Sales Order- Initial Screen: Transaction Code VA01. Enter the following values in the fields. Field Name Order Type Sales Organization Distribution Channel Division Value for insertion ZEX (Foreign Airlines) 1600 10 10

If the customer is Local then the order type will be ZO. Press Enter.

78

SD Module Training Manual Following screen will appear. Enter the following values in the fields. Field Name Value for insertion Sold-To-Party 107206 (e.g.) Purchase Order no. 101 (e.g) Material Jet-A1-01 Order Quantity 100000 in Liters

Press Enter. Press Save. Note Order No.

79

SD Module Training Manual Create Outbound Delivery Document. Transaction Code VL01N. Enter the following values in the fields. Field Name Shipping Point Order no. Value for insertion 1050 (e.g) 2616 (e.g)

Press Enter.

80

SD Module Training Manual

Enter storage Location. Enter additional quantities. Enter Valuation Type. Press Post Goods Issue.

81

SD Module Training Manual Create Billing Document. Transaction Code VF01. Enter the following values in the fields. Field Name Document No. Value for insertion 80001212

Press Enter.

82

SD Module Training Manual

Press Save to generate invoice.

83

SD Module Training Manual SPECIAL AREA SALES Create Sales Order- Initial Screen: Transaction Code VA01. Enter the following values in the fields. Field Name Order Type Sales Organization Distribution Channel Division Value for insertion ZSA 1200 10 10

Press Create with reference. Enter Contract no. Press Copy to get order information from Contract.

84

SD Module Training Manual Following screen will appear.

Change order quantity according to requirements. Press Enter. Press save. Repeat following transactions from white oil order with relevant values for this order. -VL01n. -ZO4f1. -ZO4f2. -O4g1. -O4h1. -VI01. -VF01.

85

SD Module Training Manual SALES ORDER AGAINST LC Create Sales Order screen. Transaction Code is VA01. Enter the following values. Field Name Value for insertion Order Type ZO Sales Organization 1200 Distribution Channel 10 Division 10

Press Enter.

86

SD Module Training Manual Following screen will appear. Enter the following values. Field Name Value for insertion Sold to Party 104826 (e.g) Purchase Order No 105 (e.g) Material HSD-01 Quantity 10000

Click on header button.

87

SD Module Training Manual

Following screen will appear.

Select LC as payment procedure. Enter Financial Document No. Enter Depreciation as 100%. Press Save. Repeat following transactions from white oil order with relevant values for this order. -VL01n. -ZO4f1. -ZO4f2. -O4g1. -O4h1. -VI01. -VF01.

88

SD Module Training Manual INTRA COMPANY SALES Create Sales Order screen. Transaction Code is VA01. Enter the following values. Field Name Value for insertion Order Type ZICS Sales Organization 1000 Distribution Channel 10 Division 10

This process is the same as White except that here Sales Org will be 1000. The customer will always be the plant itself, or for example in case PSO House 1000. Repeat following transactions from white oil order with relevant values for this order. -VL01n. -ZO4f1. -ZO4f2. -O4g1. -O4h1. -VI01. -VF01. In case of self-consumption post goods issue on VL02N and then VF01.

89

SD Module Training Manual RETURNS PROCESS Create Sales Order screen. Transaction Code is VA01. Enter the following values. Field Name Value for insertion Order Type RE Sales Organization 1100 Distribution Channel 10 Division 10

Press Create with reference. Go to Billing Document Tab. Enter invoice no. Press Copy.

90

SD Module Training Manual

Select Order reason. Press save.

91

SD Module Training Manual Create Outbound Delivery document. Transaction Code VL01N. Enter Shipping Pt. Enter Order No.

Press Enter.

92

SD Module Training Manual Following Screen will appear.

Enter additional quantities. Press Post Goods Issue.

93

SD Module Training Manual Transaction Code VA02

Press Enter.

94

SD Module Training Manual

Make Billing Block blank. Press save.

95

SD Module Training Manual Create Billing Document. Transaction Code- VF01. Enter returns document no.

Press Enter.

96

SD Module Training Manual

Press save.

97