Creating a Sales Order 

Use

In this first process step you play the role of an employee in sales order processing working in the sales organization Germany/Frankfurt. A customer orders goods that have to be specifically produced in make-to-order production and is to be delivered as quickly as possible.

Prerequisites

Log on to the IDES system with user WF-PP-1 and enter the password WELCOME (assembly worker Hugo Boss, responsible for final assembly).

Procedure

  1. Call up the transaction as follows:
    2.

    Menu Path

    Logistics ® Sales and distribution ® Sales ® Order ® Create

    Transaction Code

    VA01

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

    Field

    Data

    Order type

    OR

    Sales organization

    1000

    Distribution channel

    12

    Division

    00

  3. Choose .
  4. On the Create Standard Order: Overview - screen, on the tab page Sales enter the following data:

    5. Field

    Data

    Sold-to party

    1900

    Purch. order no.

    ABC-xx (free select search help)

    PO date

    current date

    Req.deliv.date

    current date + 2 weeks

    Pricing date

    current date

    Material

    1400-700

    Order quantity

    2 (pieces)

  5. Choose .

    6. To confirm any information messages that may appear, choose .

  6. To determine the urgency of the order for a later delivery processing, select your item and choose .

    7. The Create Standard Order: Item data screen appears.

  7. In the field Delivery prior.in the section Shipping, enter the value 1 (high).

    8. This delivery priority is a prerequisite for the start of the delivery workflow (event coupling with condition) and will lead to an express work item later to the employee at the respective shipping point who is then informed about the urgency. Another delivery priority would not trigger a workflow, the delivery is then made as usual via the delivery due date.

  8. To see the material staging date determined by the automatic scheduling, select Goto ® Overview.
  9. On the Create Standard Order: Overview screen, choose the tab page Shipping. In the section All Items you can see the material staging date, the loading date, the delivering plant, the shipping point and the delivery priority among others.

    10. According to screen size, you have to scroll right in the table All Items and broaden the columns with the cursor.

  10. Choose .

    11. The system issues a sales order number. Note this document number.

  11. To display the number of the corresponding production / assembly order for the further steps, choose Sales document ® Display.

    12. In the dialogbox, chosse No.

  12. Choose .

    13. The Display Standard Order XXXX: Overview screen appears.

  13. Select the order item and choose .
  14. On the Display Standard Order XXXX: Item data screen, select the schedule line with the confirmed quantity and choose .
  15. On the Display Standard Order XXXX: Schedule Line Data screen select the tab page Procurement. In the section Assembly/Process you find the corresponding production/assembly order. Note this number.

    16. The basic dates of this assembly order determined, automatically determine the shipping date (material staging or transportation planning) of the sales order.

  16. To display the assembly order and its basic date, select Header in the section Assembly/Process.

    17. The Production order Display: Header screen appears.

  17. Choose until the overview tree appears.