Sales Order Processing 

Purpose

You use this business process in order to create and process a sales order and trigger subsequent logistics processing in SAP R/3. A sales order is a customer’s binding request to an enterprise to deliver a specific quantity of products, or to provide a service at a specific time. A sales organization accepts the sales order, and thus becomes responsible for fulfilling the contract.

Process Flow

       1.      Create sales order (SAP CRM)

This process step can be triggered as follows:

...

¡        The customer accepts the quotation and places an order.

¡        You create a sales order with reference to a quotation. For more information, see Processing Quotations. The system copies the items from the quotation.

¡        You create a sales order. This is also possible without performing the previous steps.

       2.      Enter products (SAP CRM)

You enter products requested by customers.

If necessary, you can configure products again for every item of the sales order. You can find more information in the business scenario variant Quotation and Order Management (Configure-to-Order) and under Product Configuration in the Sales Transaction.

       3.      Check availability, schedule order and create requirements (SAP CRM and SAP APO)

The system triggers an availability check and scheduling in SAP APO for every order item in SAP CRM. The confirmed quantities and dates are confirmed by SAP APO to SAP CRM, and saved in the sales order (see Availability Check in the Sales Order). At the same time, a customer requirement is created in SAP APO.

You can also execute the availability check in SAP R/3. You can find more information under Availability Check with SAP R/3.

       4.      Maintain and determine conditions (SAP CRM)

The system determines the prices and the value of individual items. If necessary, you can process these. For more information, see Pricing.

       5.      Perform credit check (SAP CRM and SAP R/3)

SAP R/3 executes a credit check based on the results of pricing in SAP CRM. The result of the credit check is confirmed in SAP CRM, and saved as the credit status at item level. For more information, see Automatic Credit Check.

       6.      System replicates sales order (SAP CRM)

After the sales order has been saved in SAP CRM, complete and without errors, it is replicated for logistics processing in SAP R/3. Order data is transferred together with confirmed scheduling lines to SAP R/3.

       7.      System receives sales order (SAP R/3)

After replication to SAP R/3, you can change the sales order in SAP CRM and SAP R/3. You can find more information on this under Data Exchange for Sales Transactions: CRM Enterprise - SAP R/3

       8.      Send order confirmation to customer (SAP CRM)

You can send the order confirmation either electronically, or in print to the customer. You can find more information under Sales Order Confirmation by E-Mail.

       9.      Monitor status of order (SAP CRM)