Structure and Data for Sales Transactions
You can enter the required data in the transaction header, item overview and item detail screen areas in the sales transaction
workarea.
The screen areas at header and item level are subdivided into individual tab pages.
The layout of a sales order shows the following work areas in the standard system:
Transaction header
Essential data for the complete transaction is displayed in this screen area:
- General
: Contains the transaction type and number, the reference entries, as well as a line with status information.
The status line contains two list fields as well as a pushbutton to branch to the Status tab page. What is displayed here depends on the status profile maintained in Customizing for transactions:
Further information is available under
Status Maintenance and Display in Business Transactions.
This tab page also contains the item overview. In this screen area, you can create transaction items and – if relevant – convert a quotation item to an order item or an inquiry to a quotation item. Here, you can see the status at item level as well as the order probability.
- Header overview:
Summarizes essential information such as transaction data and price information.
Here, you can enter a
campaign or a campaign element to which the transaction should refer.
When you enter a campaign at header or item level, this is linked to the business transaction. You can use evaluations to analyze how successful a campaign was, for example, how many sales orders were placed as a result of a specific campaign.
The key for the campaign is copied with the transaction to the OLTP R/3 System.
- Partner
: Displays the business partners involved (sold-to party, bill-to party, contact persons for customer, ship-to party), who were created according to
Partner Processing. In Customizing for partner processing, you can define what is displayed in the sales order. You can change the data in the transaction.
You can use the Detail button to display detailed address information for each business partner.
- Products:
Display and process products entered in the item overview. The same functions are available as in the item overview on the General tab page.
- Prices
: Displays the cumulated gross and net value, as well as the tax amount and the shipment costs. If you change the document, pricing is carried out again, according to the rules defined in the CRM System. In sales order processing in the CRM System, you cannot change prices, surcharges or discounts as you can in the R/3 System.
For further in formation, see the documentation in the SAP Library under Customer Relationship Management ®
Basic Functions ®
Pricing (CRM Online).
- Conditions:
Display the conditions in the transaction
- Texts
: You can create three text types in the standard system: Header note (for example, payment terms and disclaimer of liability), final note or internal note. These texts can be assigned to a specific language. Texts can be copied automatically from master data records or reference documents, or from a word processing system into the CRM System (only in ASCII format). You can set text determination in Customizing for CRM under Basic Functions®
Text Management.
- Documents:
Usage of
Content Management in Business Transactions for linking various documents with the business transaction
- Purchase order data:
You can define the purchase order number and date for the customer and sold-to party here.
- Status:
The detail view for the status is found here. You can set the Do not distribute flag, which means that the document is not transferred into the R/3 System.
Further information is available under
Status Maintenance and Display in Business Transactions.
- Actions
: Here, you can see a list of actions that are scheduled for this document. See also the
Action List .
- Shipping
: You can set the shipping conditions here. In addition to this, there is information about weight and volumes (cumulates for all items).
- Billing
: You can enter the delivery and payment conditions here, as well as tax data. As a rule, these fields are filled from the customer master data, but they can be changed.
CRM Billing is used for billing sales orders. For further information, see
CRM Billing.
You also have the option of billing sales orders in the OLTP R/3 System. Further information is available under
Triggering Billing.
- Payment options:
You can define details for the type of payment here. Two payment options are possible: Payment with a payment card or payment by cash on delivery.
See also:
Cash on Delivery, Payment Card Processing.
Organization: Displays all the organizational data relevant for sales.
Administration: Displays general data on the transaction.
- Additional data
: Data is displayed here for the product catalog, amongst others.
Item Details
The tab pages for items display details for the relevant item chosen. To display the item details, select the required item in the item overview and expand the screen area for detailed display. The screen area with the header data is then automatically closed.
Depending on the setting of the
ALV Grid Control, it is possible that not all fields appear on the screen. Proceed as follows to display all fields:
- Choose
to display additional symbols.
- Click on the right side of the
symbol (Select layout).
- Choose Change layout.
- Choose the required fields under Column Set and move these to Columns by clicking on Show selected fields.
- Choose Enter.
You can find further information in the SAP R/3 Library under Getting Started
® Lists ® SAP List Viewer (ALV) Grid Control (BC-SRV-ALV)® Layouts.
- Schedule lines: Displays the schedule lines for an item.
There are three types of schedule lines:
The order schedule line contains the quantity for the first requested delivery date for the customer.
- Confirmation schedule line
- Delivery group schedule line
For further information, see
The Sales Transaction.
- Texts: Here, you can enter various texts at item level, for example, material descriptions, item notes or packing notes. As with the texts at header level, you can also create three text types in the standard system: header note, final note and internal note. Texts can be copied automatically from master data records or reference documents, or from a word processing system into the CRM System (only in ASCII format). You can set text determination in Customizing for CRM under Basic Functions®
Text Management.
- Documents
- Purchase order data
- Partner
: Here, you can define partner data that is different from the header.
- Status:
Further information is available under
Status Maintenance and Display in Business Transactions.
- Billing
- Organization
- Configuration: Here, you can configure products using the
Internet Pricing and Configurator.
Additional data
On this tab page, you can see which systems items have been distributed into when items are distributed into several fulfillment systems. You can find more information under Document Flow at Item Level and Distributed Sales Order Processing.
See also:
Organizational Management in the CRM System