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Process documentation Sales Order Processing Locate the document in its SAP Library structure

Purpose

This business process allows you to enter and process sales orders.

Sales Order Processing involves entering order data and performing functions such as the ones listed below:

The net price of an article can be determined using several pricing elements: taking the gross price of the article as a basis, the system calculates the net price using discounts and surcharges. Sales tax also influences the calculation.

The system can determine automatically which promotion the desired article belongs to and which promotion prices apply. It can also propose a promotion storage location, which is copied to the delivery.

When you enter a sales order, you can only guarantee to the customer that you will deliver the merchandise by the desired delivery date if the merchandise is available in time for all the processing activities that need to take place before delivery.

Requirements Planning is informed of the quantities of merchandise required by Sales and Distribution to deliver the sales orders that have been received. If not enough merchandise is available to cover requirements, automated requirements planning ensures that the requirements are transferred, causing Purchasing to generate new purchase orders, for example.

In Sales Order Processing the system can determine automatically when shipping activities such as creating the delivery, picking, packing, loading and transportation must be started if the desired delivery date is to be met.

The system automatically determines the shipping point responsible for the delivery and the route via which the merchandise is to be delivered.

You can define your own automatic credit checks, tailored to fit your specific credit management requirements.

Sales orders can be processed in various different ways. The simplest is to enter a sales order consisting of several items on one screen. The system will automatically propose data from the relevant master records:

The data proposed by the system can serve as a basis for your sales order. If required, you can change this data manually or add new data. Your company’s pricing policy could allow you, for example, to change the value of a particular discount manually, within a specified value range. You can also branch from the sales order to various different screens, where you can display and change data such as terms of payment and delivery data.

It is also possible to create new sales orders with reference to an existing document. If a customer accepts a quotation from you, for example, the system can copy all the relevant master data from the quotation when the sales order is created.

Process Flow

  1. You enter the sold-to party or accept one that has been proposed from a preceding document (from a quotation, for example).
  2. You can, if desired, enter business partners for the order that differ from those in the customer master record for the sold-to party (bill-to party, payer or ship-to party, for example).
  3. (Optional) If the order uses promotion determination, you can enter the promotion number in the order header.
  4. You enter the individual order items or accept the ones proposed from a preceding document (from a quotation, for example).
  5. (Optional) If the order uses promotion determination, the system can determine the promotion number for each item or you can enter it yourself.
  6. The system uses article master data to determine how each item is to be processed from a logistics viewpoint:
    1. Order item is to be delivered via a distribution center:
      1. The system determines the item schedule lines, shipping point and route.
      2. (Optional) On the basis of the availability check, the system checks whether the requested merchandise can be made available in time. If the quantity of merchandise requested by the customer cannot be delivered by the desired delivery date, then you agree an alternative solution with the customer (for example: delivery of the available quantity by the desired delivery date, delivery of the desired quantity at a later date, delivery of a substitute article). If this is not possible, you can cancel the relevant item and specify a reason for the rejection of the delivery.
      3. The system determines the article availability quantities and dates.
      4. The system then creates the sales requirements automatically for Requirements Planning.
    1. Order item is to be delivered via an external supplier (third-party order processing):
      1. The system determines the item schedule lines.
      2. The system automatically generates a purchase requisition item for each third-party item.
  1. (Optional) You create shipping units.
  2. In price determination, the system determines the article prices valid for the customer. If the order uses promotion determination, the system finds the promotion prices.
  3. (Optional) The system function export control checks that export licenses exist for items. The credit control function checks that the payer’s credit limit was not exceeded. If either of these checks provide a negative result, individual order items or whole sales orders can be blocked.
  4. You can, if desired, create texts for the order.
  5. You save the order. Sales orders can be saved even if they are incomplete. Areas where information is missing are recorded in an incompletion log, allowing you to supply the missing data at a later stage.
  6. (Optional) The system creates an order confirmation for the customer.

Notes and Remarks

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