Part III.

4 – Process Execution

Enterprise Rules and Process

Master Data
Structure Parameters Execution

Table of Contents
1: Create Sales Quotation.............................................................................................................2
2: Create Sales Order....................................................................................................................5
3: Create Outbound Delivery.........................................................................................................9
4: Ship Materials..........................................................................................................................12
5: Create Invoice..........................................................................................................................14
6: Receive Payment....................................................................................................................16

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 1: Create Sales Quotation
Description: In this task, you create a sales quotation for your customer. This task is a response to an
inquiry from a customer. It involves creating a quotation and forwarding it to the customer. A
quotation is a formal statement that contains specific information about a good or service.

Navigation: SAP menu ► Logistics ► Sales and Distribution ► Sales ► Quotation ► Create

Tasks and Data Entry:

In the “Create Quotation: Initial Screen” screen, enter the following information:

Attribute Description Data Value

Order Type Distinguishes between different types of sales document. QT
Sales Organization An organizational unit responsible for the sale of certain Your US East (E###)
products or services.

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 Distribution How the product reaches the customer. Wholesale (WH)
channel

Division Way of grouping material. Accessories (AS)

And click on or .

In the “Create Quotation: Overview” screen, enter the following information:

Attribute Description Data Value
Sold-To-Party The customer who orders the goods and services. Your DC Bikes (11###)
Ship-To-Party The customer who orders the goods and services. Your DC Bikes (11###)
Valid to Date until which the bid or quotation is binding. One Month from Today

Enter the following information:

Material Order Quantity
Your Elbow Pads (EPAD1###) 20
Your Road Helmet (RHMT1###) 15
Your Repair Kit (RKIT1###) 12

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 Your Off Road Helmet (OHMT1###) 10
Your Knee Pads (KPAD1###) 5

Then, click on or press . You will receive a message that says, “Quotation 20000… has been

saved”. .

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 2: Create Sales Order
Description: In this task, you create a sales order from a purchase order you received. A sales order is
a customer’s binding request to an enterprise to deliver a specific quantity of products or to provide a
service at a specific time. A sales organization accepts the sales order and becomes responsible for
fulfilling the contract between you and the customer.

Navigation: SAP menu ► Logistics ► Sales and Distribution ► Sales ► Order ► Create

Tasks and Data Entry:

In the “Create Sales Order: Initial Screen” screen, enter the following information:

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 Attribute Description Data Value
Order Type Distinguishes between different types of sales document. OR

Sales An organizational unit responsible for the sale of certain Your US East (E###)
Organization products or services.
Distribution How the product reaches the customer. Wholesale (WH)
channel
Division Way of grouping material. Accessories (AS)

Then click on (CREATE WITH REFERENCE).

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 Then in the “Create with Reference” pop-up, enter the following information:

Attribute Description Data Value

Quot. The number that uniquely identifies the sales document. Quotation Number

* You have the option to search for your sales quotation number by your customer number.
And click on (COPY).

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 In the “Create Standard Order: Overview” screen, enter the following information:

Attribute Description Data Value

Cust. Reference Number that the customer uses to uniquely 10###
identify a purchasing document.
Req. deliv. date The proposed definition date by which the One Week from Today
customer should receive delivery of the goods.

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 Then, click on or press . You will receive a message that says, “The default date is not copied

into existing schedule lines”. .

Press ENTER and appear the “Information” pop-up, click on the icon or .

You will receive a message that says “Standard Order XX has been saved”.

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 3: Create Outbound Delivery
Description: In this task, you ship the order that your customer requested by creating an outbound
delivery. You can create a single outbound delivery for exactly one order, if you know the order
number. Only the order items from this order that are due for shipment will be included in the
delivery. You can make changes to the shipping data if necessary such as storage location.

Navigation: SAP menu ► Logistics ► Sales and Distribution ► Shipping and Transportation ►
Outbound Delivery ► Create ► Single Document ► With Reference to Sales Order

Tasks and Data Entry:

In the “Create Outbound Delivery with Order Reference” screen, enter the following information:

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 Attribute Description Data Value
Shipping Point The physical location from which you ship the item. Your DC Miami (M###)
Selection date Date with which you select the delivery you want. One Week from Today

And click on or .

Then in the “Outbound Delivery Create: Overview” screen, select the “Picking” tab.

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 Then enter the following information:

Material SLoc Deliv. Qty Picked Qty

Your Elbow Pads (EPAD1###) Your Trading Goods (T###) 20 20
Your Road Helmet (RHMT1###) Your Trading Goods (T###) 15 15
Your Repair Kit (RKIT1###) Your Trading Goods (T###) 12 12
Your Off Road Helmet (OHMT1###) Your Trading Goods (T###) 10 10
Your Knee Pads (KPAD1###) Your Trading Goods (T###) 5 5

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 Then, click on or press . You will receive a message that says, “Outbound Delivery 80000… has

been saved”. .

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 4: Ship Materials
Description: In this task, you post your goods issue. Creating the post goods issue (shipping) reduces
unrestricted stock to reflect the quantity shipped. It also indicates a change in the ownership of the
goods. In order to post goods issue, all necessary shipping activities must be completed. These
activities include entering all necessary data in the outbound delivery.

Navigation: SAP menu ► Logistics ► Sales and Distribution ► Shipping and Transportation ►
Outbound Delivery ► Change ► Single Document

Tasks and Data Entry:

In the “Change Outbound Delivery” screen, click on the icon.

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 You will receive a message that says, “Outbound Delivery 80000… has been saved”.

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 5: Create Invoice
Description: In this task, you create an invoice to send to your customer for the goods. Once the post
goods issue has been generated, you can bill your customer for the shipped goods. A bill is also
known as an invoice. It is a document that contains information about a transaction between a seller
and a buyer. An invoice will consist of significant information like the price and date of a purchase.

Navigation: SAP menu ► Logistics ► Sales and Distribution ► Billing ► Billing Document ► Create

Tasks and Data Entry:

In the “Create Billing Document” screen, click on or press .

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 You will receive a message that says, “Document 90000… has been saved”.

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 6: Receive Payment
Description: In this task, you post the received payment. Your customer has received the invoice and
sent you its payment. The incoming payment will be posted to the company’s general ledger account.
The general ledger is the company’s main accounting records.

Navigation: SAP menu ► Accounting ► Financial Accounting ► Accounts Receivable ► Document

Entry ► Incoming Payments

Tasks and Data Entry:

In the “Post Incoming Payments: Header Data” screen, enter the following information:

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 Attribute Description Data Value
Document Date The date on which the document was issued. Current Date
Bank data Account Account number for the account to be posted. Your Bank Account
(100000)
Amount Line item amount in document. 3509
Open item selection Account Number of the account from which the open Your DC Bikes
items are to be selected for further processing. (11###)

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 Then click on icon.

Then in the “Post Incoming Payments Process open items” screen, click on the icon or click in .

You will receive a message that says, “Document 1400000000 was posted in company code C###”.
.

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