Creating Sales Orders and Projects 

  1. Call up the transaction as follows:
  2. Menu Path

    Logistic ® Sales and Distribution ® Sales ® Order ® Create.

    Transaction Code

    VA01

  3. On the Create Sales Order: Initial Screen, enter the following data:
  4. Field

    Data

    Order type

    PS1

    Sales organization

    1000

    Distribution channel

    10

    Division

    00

  5. Choose .
  6. Enter the following data:
  7. Field

    Data

    Sold-to party

    1600

    PO number

    TA-450931

    PO date

    Current date

    Requested delivery date

    Accept proposed date

    Material

    E-1001

    Order quantity

    1

  8. Choose .
  9. The R/3 System informs you that it has read and scheduled the network.

    The elevator ordered by the customer will be manufactured in a project and material E-1001 is linked to a standard network. The network created in the sales order is copied from the standard network. The network determines the progress of the project, in other words, the chronological sequence of the individual project steps.

    You reach the PS: order: Availability Control screen.

    The network scheduling determines a final date for the project and in the Availability Control screen, the R/3 System informs you that, in accordance with current planning, the order item cannot be confirmed until this date.

  10. Choose Complete dlv.
  11. You return to the Create PS: order: Overview screen.

  12. Select the item and choose Goto ® Item ® Billing plan.
  13. The System branches to the Create PS: order: Item Data screen.

    The customer will be invoiced for the sales order item with a billing plan. The total value of the item is billed in two partial invoices as the project progresses. The final invoice is for any amount outstanding after both partial invoices have been paid. You have also agreed with the customer that they pay 10 per cent of the total value as a down payment. The planned billing dates have been taken from the network that was created in the background for the sales order item. All dates have been blocked for billing (Block field) because the actual dates have not yet been confirmed. The block is removed once the milestones assigned to these dates in the network have been confirmed as completed.

  14. Choose the Schedule lines tab page.
  15. Select the second schedule line and choose .
  16. Choose the Procurement tab page.
  17. In the Assembly section, the R/3 System displays the sequential number of the network that was created when you created the order item. When you save this sales order, this number is replaced by a final network number.

  18. In the Assembly section, choose Header.
  19. You reach the Create Network: Header Data screen.

    In order to explain how the billing plan is linked to the project, we will now branch into the network although this is not necessary for actually creating the order. The project is created automatically when you save the sales order.

  20. Choose .
  21. On the Create Network: Basic Data Overview (Basic Dates) screen, choose the Int.processing tab page.
  22. The R/3 System lists all the activities that have to be implemented during the internal processing of the project.

  23. Choose .
  24. Choose .
  25. The R/3 System branches to the Create: Network: Milestone Overview screen for activity 1000, which represents the project phase up until when the customer accepts the construction layout.

    Milestones are assigned to an activity and are used within the project to control when certain phases in the process have been achieved.

  26. Select the milestone line and choose .
  27. The R/3 System branches to the Milestone detail data screen.

    In the Usage section, you can see that the Sales document date indicator has been activated. This indicator specifies that the scheduled date for the activity is to be copied into the billing plan for the sales order. The InvoicePercentg field displays the percentage amount in the invoice or required for a down payment for the date. The milestone is linked to the down payment date in the billing plan.

  28. Choose .
  29. On the Create: Network: Milestone Overview screen, choose several times until you reach the display for activity 1150, which controls the projectís earned value. (The activity number is displayed in the Activity field.)
  30. Select the milestone line and choose .
  31. The R/3 System branches to the Milestone detail data screen.

    Activity 1150 is also linked to a milestone and when this milestone is confirmed, the partial invoice releases 30 per cent of the total value.

  32. Choose .
  33. On the Create Network: Milestone Overview screen, choose several times, until the R/3 System informs you that it has reached the last activity.
  34. Choose .
  35. On the Create: Network: Basic Data Overview (Basic Dates) screen, choose the Ext. processing tab page.
  36. The R/3 System lists an activity called "Certification & Release to Customer", which is implemented by another company.

  37. Select activity 2000 and choose .
  38. The R/3 System branches to the Create Network: Milestone Overview screen.

    This activity is linked to two milestones.

  39. Select both milestone lines and choose .
  40. The R/3 System branches to the Milestone detail data screen for the first milestone.

    When this milestone is confirmed, the second partial invoice for the billing plan is released, which bills the customer for the remaining 70 per cent of the total order value.

  41. Choose .
  42. When this milestone is confirmed, the R/3 System removes the billing block for a final invoice. The final invoice can contain any remaining amounts that still need to be paid. This might be necessary, for example, if you agree to increase the price during the project after partial invoices, based on the old price, have already been created.

  43. Choose .
  44. On the Create Network: Milestone Overview screen, choose .
  45. On the Create PS: order: Schedule Line Data screen, choose .
  46. Make a notation of the sales order number.
  47. Choose .
  48. Confirm the warning message about scheduling.

    The R/3 System informs you that it has generated the project and issues you with a sales order number. Note the document number. The R/3 System has also created a project.

  49. Choose until the overview tree appears.