Third Party Order Processing

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CONTENTS: 1) 2) 3) 4) Introduction Customizing settings Master data settings Process demonstration 1 - Create Sales Order 2 - Create Purchase Order 3 - Invoice Verification 4 Billing

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APPENDIX: Process schema

Third Party Order Processing

1) Introduction

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In this document I will demonstrate the Third-party Order process. In third-party order processing the company transfers the sales order to an external vendor. This vendor delivers the goods directly to the customer and invoices the company. The customer receives an invoice from the companys sales office. See also the appendix at the end of this document for an overview of this process.

2) Customizing settings
For this process I have setup own document types by copying the standard SAP documents. This paragraph gives an overview of all relevant customizing settings for this process.

New Purchase Requisition type ZTPO:

Call up the customizing transaction as follows: IMG Materials Management Purchasing Purchase Requisition Define Menu Path Document Types Tr. code / Table - / Copied document type NB to ZTPO:

Defined item category S as the only admissible item category:

New Purchase Order type ZTPO:

Call up the customizing transaction as follows: IMG Materials Management Purchasing Purchase Order Define Menu Path Document Types Tr. code / Table - / Copied document type NB to ZTPO:

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Defined item category S as the only admissible item category:

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Linked purchase requisition document type

New Sales Order type ZTPO:

Call up the customizing transaction as follows: IMG Sales and Distribution Sales Sales Documents Sales Document Menu Path Header Define Sales Document Types Tr. code / Table VOV8 / TVAK Copied order type ORZTPO

Select sales document type ZTPO and then click on button

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Assign sales area 1000/10/00 to sales document type ZTPO:

Call up the customizing transaction as follows: IMG Sales and Distribution Sales Sales Documents Sales Document Menu Path Header Assign Sales Area To Sales Document Types Assign sales

order types permitted for sales areas

Tr. code / Table - / TVAKZ

Define new item category ZTAS:

Call up the customizing transaction as follows: Menu Path IMG Sales and Distribution Sales Sales Documents Sales Document

Item Define Item Categories

- / TVAP

Tr. code / Table

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Select item category ZTAS and then click on button

Assign new item category ZTAS to new sales document ZTPO: Item Assign Item Categories
- / T184

Call up the customizing transaction as follows: IMG Sales and Distribution Sales Sales Documents Sales Document Menu Path Tr. code / Table

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Define new schedule line category ZT:

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Call up the customizing transaction as follows: Menu Path IMG Sales and Distribution Sales Sales Documents Schedule Lines Define Schedule Line Categories Tr. code / Table VOV6 / TVEP

Select schedule line category ZT and then click on button

Assign the new schedule line category ZT to the new item category ZTAS:
Call up the customizing transaction as follows: IMG Sales and Distribution Sales Sales Documents Schedule Lines Menu Path Assign Schedule Line Categories Tr. code / Table - / TVEPZ

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Maintain copy control new sales document ZTPO to existing billing document F2:
Call up the customizing transaction as follows: Menu Path IMG Sales and Distribution Billing Billing Documents Maintain

Copying Control For Billing Documents Copying control: Sales document to billing document
VTFA / TVCPFAK

Tr. code / Table

Select header line and then click on button

Double click on item.

Select line item and then click on button

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Check External Procurement parameters of plant 1000:

Call up the customizing transaction as follows: Menu Path IMG Materials Management Consumption-Based Planning Plant

Parameters Carry Out Overall Maintenance of Plant Parameters

OMI8 / T399D

Tr. code / Table

Check settings of sales organisation 1000:

Call up the customizing transaction as follows: IMG Enterprise Structure Definition Sales and Distribution Menu Path Tr. code / Table - / TVKO

Define, copy, delete, check sales organization Define Sales Organization

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Check settings of factory calendar 01:

Call up the customizing transaction as follows: IMG SAP NetWeaver General Settings Maintain Calendar Menu Path Tr. code / Table SCAL / -

Select Factory calendar, then click on button

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Select ID=01 then click on button

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3) Master data settings

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For the process demonstration in the next paragraph I will make use of certain master data such as: material M-02, vendor 1001(located in the US) and customer 2502(located in GB). Sales will be from Plant 1000(located in Hamburg). In this paragraph I will show the configuration of this and other relevant master data.

Material view:
Call up following transaction: Menu Path Logistics Materials Management Material Master Material Change Immediately Transaction Code MM02

Click on button Select the Sales: General/Plant data view. Then click on button

Enter plant, sales org. and distr.Ch. then click on button

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Info-record:

Call up the transaction as follows: Logistics Materials Management Master Data Info Record Change Menu Path Transaction code ME12

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Enter selection criteria then click on button

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Source List:

Call up the transaction as follows: Logistics Materials Management Master Data Source List Maintain Menu Path Transaction code ME01

Enter selection criteria then click on button

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Sales Price:

Call up the transaction as follows: Logistics Sales and Distribution Master Data Conditions Select Menu Path Using Condition Type Change Transaction code VK12

Click on button

Tax condition:
.Call up the transaction as follows: Logistics Sales and Distribution Master Data Conditions Select Menu Path Using Condition Type Change Transaction code VK12

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Click on button

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G/L account (for costs):

Call up the transaction as follows: Logistics Accounting Financial Accounting General Ledger Master Menu Path Records G/L Accounts Individual Processing Centrally Transaction code FS00

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4) Process demonstration 1 - Create Sales Order:

Call up following transaction: Menu Path Logistics Sales and Distribution Sales Order Create Transaction Code VA01

Enter the order type ZTPO and the sales area, then click on button

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Enter sold to, material and qty followed by <enter>. Check purchase requisition data by selecting line item and then click on button

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Next click on button

to view the data which will be copied to the requisition.

Note that relevant procurement data, setup in master data, was found by the system.

Click on button

then on button

to save the order

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2 - Create Purchase Order:

Call up following transaction: Menu Path Logistics Materials Management Purchasing Purchase Order Create Automatically via Purchase Requisitions Transaction Code ME59N

Note that Test Run has been flagged in order to test first and check the result.

Click on button

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Test run was successful (incompleteness warning of import data ignored for this demo). Go back, remove test run flag and execute again.

Display the PO by either positioning the cursor on the PO no. then click on button on PO. No.

or double click

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3 - Invoice Verification:

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Call up following transaction: Logistics Materials Management Logistics Invoice Verification Menu Path Document Entry Enter Invoice Transaction Code MIRO

Enter PO no., invoice date, amount and flag Calculate tax and PO item. If everything is ok, then click on button

Display invoice document.

Call up following transaction: Menu Path Logistics Materials Management Logistics Invoice Verification Further Processing Display Invoice Document Transaction Code MIR4

Enter document no. and fiscal year, then click on button

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Next click on button

Double click on the accounting document no.

4 - Billing:

Call up following transaction: Menu Path Logistics Sales and Distribution Billing Billing Document Process Billing Due List Transaction Code VF04

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Enter selection criteria and then click on button

Select the line and then click on button You can simulate (test) the billing also first by clicking on button The status of the billed order changed as follows.

Document flow of sales order. Call up following transaction: Menu Path Logistics Sales and Distribution Sales Order Display Transaction Code VA03

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Enter sales order no. then click on button

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Position the cursor on the line with the accounting document no. then click on button

Click on button

to leave the transaction.

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APPENDIX: Process schema