SAP Sales & Distribution Overview for SAP Technical

A Facilitation Guide

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Standard Sales Document Flow

Presales Activity

Inquiry

Quotation

Order

Delivery

Billing

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Standard Document Types, Transaction and tables:

Activity
Inquiry
Quotation
Order
Delivery
Invoice

Document
Type
IN
QT
OR
LF
F2

Create
VA11
VA21
VA01
VL01N
VF01

Transaction to:
Change
VA12
VA22
VA02
VL02N
VF02

Display
VA13
VA23
VA03
VL03N
VF03

Header
VBAK
VBAK
VBAK
LIKP
VBRK

Tables
Item
Schedule Lines
VBAP
VBEP
VBAP
VBEP
VBAP
VBEP
LIPS
N/A
VBRP
N/A

Objective: Create an Inquiry (This is not a legal document)

Transaction: VA11
Document Type: ZIN (Customized for standard Inquiry IN)
Sales Organization: PIL1
Distribution Channel: D3
Division:
00
Sold to party: 2
Material: SCBATTERY02
Delivering Plant: RK04

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The Inquiry Header data is stored in table VBAK

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The Inquiry Item data is stored in table VBAP.

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Objective: To create a Quotation with reference to an Inquiry. (This is a legal document)

Transaction: VA21
Create with Reference to the Inquiry 10000004

Note: When referencing is done the Sold to Customer, Material and Quantity will be
copied to the Quotation. The user may change the quantity manually and may add more
lines items.

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The Quotation Header data is stored in table VBAK.

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The Quotation Item data is stored in table VBAP.

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Transaction VA01
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Create with Reference to the Quotation 20000007.

The item(s) in the Quotation is copied in the Sales Order. This may be changed and new
items may be added.

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The Pricing Procedure is always attached at the Header of the Sales document (Inquiry,
Quotation, Sales Order etc.)

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Shipping Point must be entered in the Sales Order for each Item as Delivery is created
with respect to the Shipping Point. This may be automatically determined through
configuration.
Storage Location should be maintained for each item as the Availability Check may be
carried out at Plant and Storage Location level.

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The prices for each item should appear.

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The Sales Order header is stored in table VBAK.

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How to determine prices in the Sales Order?

With Document Condition No (VBAK-KNUMV) as the key select table KONV.

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Delivery document may be created by transaction VL01N.

Alternatively, Delivery document may be created from Change Sales Order transaction
VA02 as follows:

On a given delivery date and the shipping point all the items from the Sales Order will be
copied over to the delivery.

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In the Picking tab pick the number of materials per line item that will be issued.

After the pick quantity is manually entered, issue the quantity through the button Post
Goods Issue as shown below:

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Create Billing Document through transaction VF01.

Enter the Delivery document that needs to be Invoiced. One Invoice may have more than
one Delivery Document.
The Billing Document type will be dependant on the settings in the Sales Document and
the sales scenario.

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The items from the Delivery will be copied over to the items of the billing document.

Prices from the Sales Order will be copied to the Invoice. Also the Freight costs during
the Shipment, if any, would appear in the Invoice.
Note: If there is a change in the price between creation of Sales Document and the
Invoice, the prices may be redetermined.

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Every Invoice created should have an Accounting document(s) created. Accounting

documents should be created automatically after the Invoice is created.

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After the Accounting documents are created the Open Items for Customers will be
created.

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In the Overview of Sales Document the subsequent and preceding documents may be
seen.
Note: The Accounting document will be cleared once the Accounts Receivable
department realizes the money against the Sales from the Customer.

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