Entering Items in a Sales Document (SAP Library)

Entering Items in a Sales Document

Use

You use this procedure to add specific items to a sales document.

Prerequisites

You have created a sales document and downloaded the required product data and item customizing data from CRM Online.

For more information about creating a sales document, see Creating a Sales Document.

Procedure

Select the sales document for which you want to enter items, using Sales Documents ® Search.

On the Search tile, enter the search criteria, and choose Search.

The sales document records appear on the List tile.

On the List tile, select the required sales document record in the column at the far left.

Access the Item Details tile by choosing:

Navigation bar

Sales Documents ® Item Details

Choose

This graphic is explained in the accompanying text

and enter the following data:

Field name	Description	Req./Opt./Dep.	User action and values	Comment
Item No.	Unique number given to each item in a sales document	Req.	The system generates the value for this field.
Product	Product you want to include as an item	Req.	Enter the product number or choose the icon to the right of the field to search for the product in the Products Search dialog box.	If you enter a structured product then, while saving the sales document the system checks and adds all products that form a part of the structured product, to the list of items. You may add "Bicycle" which is a structured product. Then while saving the sales document, the system will add "Seat", "Handle" and "Tyres" which are components of the product "Bicycle". For more information about displaying structured products in the Mobile Sales System, see Processing Products.
Item Category	An item category defines the attributes of an item, such as pricing, notes and so on.	Req.	When you choose a product, the system makes an entry in this field.	An item category helps you distinguish between the different types of sales document items.
Higher-Level Item	Item number of the item that is one level higher in the item hierarchy than the item you are entering	Opt.	Select an entry from the dropdown box.	The item you enter is called a Sub-Item to the Higher-Level Item.
Sales Quantity	Quantity ordered for a product, expressed in sales units	Req.	Enter a number for the sales quantity.	While saving the sales document, the Mobile Sales System checks the sales quantity and displays a warning if the sales quantity is below the defined minimum quantity.
Net Price	Price of a single item, regardless of the quantity entered	Opt.	The value for this field is calculated by the Internet Pricing and Configurator.
Net Value	Total value of all items in a sales document, after discounts and surcharges	Opt.	The value for this field is calculated by the Internet Pricing and Configurator.	The Mobile Sales System enters the main and secondary currencies specified in the sales document.
Delivery Date	Planned date on which the item is to be delivered	Opt.	The system automatically enters today's date. To change this, choose the calendar icon, and select a different date.	This date is used for availability checks of items. It is also possible to have the same delivery date for all items in a sales document. To do this, select the Deliv. Date pushbutton on the Sales Document tile.
Configuration Attached	Indicates whether a configuration is attached to the item	Opt.	If there is a configuration attached, the checkbox is selected.	You may add "Desktop PC" as an item that has a configuration attached. Here "Processor", "Monitor" and "Mouse" constitute some of the characteristics of the item. Now you can select "IBM" or "Pentium" as the processor, "Dell" or "Microsoft" as the monitor and so on.
Copy	Creates a copy of the selected item	Opt.	Choose the Copy pushbutton to copy an item and edit the required data.
Pricing	Calculates the pricing of an item using the Internet Pricing and Configurator	Opt.	Choose the Pricing pushbutton to display the pricing of an item.	Even if you do not choose the Pricing pushbutton, the system automatically calculates the pricing of an item while saving.
Free Goods	Determines the free goods attached to an item	Opt.	Choose the Free Goods pushbutton.	Free goods refer to: Free products given on the sale of certain other products to a customer A discount offered on an item For more information, see Free Goods (CRM Mobile).

If the item you are entering is a configurable product, choose the Config. pushbutton.

The Sales Documents/Item Configuration tile set is displayed.

On the Item Configuration tile, enter the relevant characteristics, and on the toolbar, choose This graphic is explained in the accompanying text

to return to the Sales Documents/Item Details tile set.

Save your entries.

Repeat steps 3 to 6 for each item you want to enter.