SAP SALES DOCUMENTS | SAP SD Sales PDF tutorial

Sales allows you to execute different business transactions based on sales documents defined in the system. Deliveries and billing documents can be created and processed from the sales document.Some sales documents, such as cash sales and rush orders, automatically trigger the creation of subsequent deliveries and billing documents.

Four groups of sales documents are differentiated:

 

Sales (SD-SLS)……………………………………… 9
Working With Sales Documents ………………………………………10
About Sales Documents ………………………………………………….11
How Sales Documents are Structured …………………..13
Structure and Data in a Sales Document………………………….15
Transaction Variants Depending on Sales Document Types ……………………18
Origin of Data in Sales Documents ………………………………….20
Data From Master Records……………………………………………21
Data Determined by the System …………………………………….24
Data from Preceding Documents……………………………………25
How Sales Documents are Controlled ……………………………..26
Sales Document Types …………………………………………………27
Item Categories..29
Schedule Line Categories ……………………………………………..33
Common Features in Sales Order Processing………………….35
Sales Summary..36
Making Fast Changes …………………………………………………..39
Reference status 40
Entering Dunning Data in a Sales Document …………………..41
Displaying Changes Made in a Sales Document………………42
Combining Sales Document Items for Delivery ………………..44
Processing Billing Plans………………………………………………..47
Additional Data…48
Deleting Sales Documents…………………………………………….49
Deleting Items in a Sales Order ……………………………………..50
Rejecting Items in a Sales Order ……………………………………51
Changing Data at Header Level……………………………………..52
Assigning Contracts …………………………………………………….54
List of Sales Documents ……………………………………………….55
Deriving the Sales Area ………………………………………………..57
Changing the Sold-to Party……………………………………………58
Changing Sales Document Type ……………………………………60
Printing Output Manually for a Sales Document……………….62
Message Log……63
Copying Documents…………………………………………………….64
Copying rules 65
Creating Sales Documents with Reference…………………67
Item Proposals in the Sales Document……………………………69
Proposing Items ……………………………………………………..70
Proposing Items From Another Document ………………….71
Incompletion Logs ……………………………………………………….72
Calling Up the Incompletion Log………………………………..74
Displaying Incompletion Status………………………………….75
Material Determination ………………………………………………….76
Selecting Products During Document Processing………..77
Creating an Analysis Log for Material Determination ……79

Material Listing and Exclusion………………………………………..80
Creating an Analysis Log in Material Listing and in Material Exclusion ………………..81
Dynamic Product Proposal…………………………………………….82
Cross Selling ……85
Status Management …………………………………………………….88
Activating User Status in Sales Documents ………………..89
Selecting Sales Documents by Object Status ……………..90
Maintain and Display Status for Sales Docs in Initial Screen…………………..91
Status Overview……………………………………………………..92
Customer Inquiry/Quotation…………………………………………….94
Customer Inquiries96
Customer Quotation……………………………………………………….97
Alternative Items …98
Creating Alternative Items……………………………………………..99
Order Probability .100
Delivery Times/Commitment Dates in Sales Orders ……….101
Creating Quotations……………………………………………………..103
Displaying Quotations …………………………………………………..104
Changing Quotations……………………………………………………105
Sales Order ……….106
Sales orders………108
Delivery Times/Commitment Dates in Sales Orders ……….109
Creating Sales Orders…………………………………………………..111
Creating Sales Orders With Free Goods Items ………………113
Creating a Sales Order With Service Items ……………………115
Changing Sales Orders…………………………………………………116
Displaying Sales Orders……………………………………………….117
Blocking Sales Orders …………………………………………………..118
Eliminating Duplicate Sales Documents…………………………120
Special Sales Orders…………………………………………………….122
Cash Sales ………..123
Creating a Cash Sale ………………………………………………….125
Rush Order………..126
Creating Rush Orders …………………………………………………127
Scheduling Agreements ………………………………………………..128
Creating Scheduling Agreements…………………………………..130
Changing Scheduling Agreements…………………………………132
Displaying Scheduling Agreements……………………………….133
Completing Scheduling Agreements ……………………………..134
Customer Contracts……………………………………………………..135
Master Contracts .136
Contract Grouping……………………………………………………..137
Linking a Contract to a Master Contract ……………………140
Creating Master Contracts ………………………………………142
Quantity contract.143
Creating Quantity Contracts…………………………………………144

Value Contracts …145
Creating Value Contracts …………………………………………….147
Assortment Module for Value Contracts ………………………..149
Creating Assortment Modules for Value Contracts …….150
Service Contracts151
Service Contract………………………………………………………..152
Service Contract Items………………………………………………..154
Creating a Service Contract…………………………………………155
Maintenance of Contract Data ……………………………………..157
Contract Release Orders ……………………………………………….159
Authorized Partners for Release Orders………………………..160
Creating Release Orders for Quantity Contracts …………….162
Creating Release Orders for Value Contracts ………………..164
Delivery Times/Commitment Dates in Sales Orders ……….166
Changing Contracts ……………………………………………………..168
Completing Contracts…………………………….169
Displaying Contracts …………………………………………………….170
Complaints………..171
Complaints Processing …………………………………………………173
Free-of-Charge Delivery………………………………………………..175
Creating Free of Charge Deliveries ………………………………176
Creating Free-of-Charge Deliveries………………………….177
Free-of-Charge Subsequent Delivery……………………………..178
Creating Free of Charge Subsequent Deliveries …………….179
Creating Free-of-Charge Subsequent Deliveries………..181
Returns……………..182
Creating Returns ……………………………………………………….183
Creating Returns…………………………………………………..186
Credit Memo Request ……………………………………………………187
Debit Memo Request…………………………………………………….188
Creating Credit or Debit Memo Requests ………………………189
Creating Credit and Debit Memo Requests ……………….191
Invoice Correction Requests………………………………………….193
Creating Invoice Correction Requests …………………………..195
Creating Invoice Correction Requests ………………………198
Examples of Invoice Correction Requests…………….200
Blocking and Releasing Complaints ………………………………201
Blocking or Releasing Complaints ………………………………..203
Rejecting Complaints……………………………………………………204
Rejecting Complaints ………………………………………………….205
Backorder Processing …………………………………………………..206
Selecting Backordered Materials From a List …………………207
Distributing ATP Quantities …………………………………………..209
Redistributing Already Confirmed Order Quantities ……….210
Variable Views for Backorder Processing………………………211
Displaying Scope of Check for Backorder Processing …….212
Displaying Exception Messages …………………………………..213
Displaying MRP Elements for Backorder Processing………214

Selecting Single Materials for Backorders ……………………..215
Special Business Processes in Sales …………………………….216
Consignment Stock Processing …………………………………….217
Creating a Consignment Fill-Up……………………………………222
Creating a Consignment Issue……………………………………..223
Creating a Consignment Pick-Up………………………………….224
Creating a Consignment Return……………………………………225
Displaying Consignment Stock …………………………………….226
Returnable Packaging…………………………………………………..227
Creating a Returnable Packaging Shipment…………………..230
Creating a Returnable Packaging Pick-Up …………………….231
Creating a Returnable Packaging Issue ………………………..232
Displaying Returnable Packaging Stock ………………………..233
Make-To-Order Production………………………………….234
Make-to-Order Production: Cost Management Using the Sales Order ………………235
Creating a Sales Order With Make-to-Order Items (Cost Management Using the Sales
Order)……….236
Scheduling in Make-to-Order Production…………………..238
Make-to-Order: Account Assignment for Cost Management to the Sales Order ……………………….239
Working With Object Statuses in Make-to-Order Production………………………….241
Displaying the Object Status……………………………………242
Setting the Object Status ………………………………………..243
Unit Costing for a Make-To-Order Item in a Sales Order …244
Displaying the Current Stock Situation ………………………….245
Shipping in Make-to-Order Production…………………………..246
Billing for Make-to-Order Production……………………………..247
Settling a Make-to-Order Transaction……………………………248
Reporting in Make-to-Order Production …………………………249
Make-to-Order Production: Cost Management Using the Project System ………………..250
Creating a Sales Order With Make-to-Order Items (Cost Management With The Project
System)…….251
Make-to-Order: Account Assignment for Cost Management With the Project System ……………….253
Intercompany Processing for Make-to-Order Items…………254
Components in Stock For Make-to-order Production……….255
Canceling Requirements for Make-to-Order Items ………….256
Working With Sales Order Stock ………………………………….257
Individual Purchase Orders……………………………………………259
Creating Individual Purchase Orders in Sales ………………..260
Creating an Individual Purchase Order in Purchasing……..262
Displaying Purchase Requisition Details ……………………….263
Scheduling Individual Purchase Order Items………………….264
Costs in Individual Purchase Orders……………………………..265
Bills of Materials in Sales Documents ……………………………266
Creating and Editing Bills of Material …………………………….268
Exploding a Bill of Material…………………………………………..269
Selecting Alternatives for Bill of Material Explosion…………270
Parameter Effectivity …………………………………………………..271
Delivery Group Correlation in BoMs ……………………………..273
Example of a Correlated Schedule Line ……………………274
Third-Party Order Processing………………………………………..276

Creating a Third-Party Sales Order ………………………………279
Changing a Third-Party Order………………………………………280
Deleting a Third Party Order ………………………………………..281
Billing Third-Party Orders…………………………………………….282
Costs in Third-Party Business Transaction………………..283
Credit Memo Processing in Third-Party Business Transaction ………………….284
Retroactive Billing in Third-Party Business Transaction285
Displaying Purchase Requisitions…………………………………286
Monitoring Quantity Differences Between Sales and Purchasing ………………….287
Batches in Sales Processing …………………………………………289
Entering Batch Number in Sales Document …………………..291
Configurable Materials in Sales Documents …………………..292
No BOM Explosion…………………………………………………….294
Single-Level BOM Explosion………………………………………..297
Multi-Level BOM Explosion ………………………………………….299
Process: Sales Order ………………………………………………….301
Process: Order BOM………………………………………………….306
Item Categories for Configurable Materials ……………………308
Variant Matching in the Sales Order ……………………………..310
Transfer of Requirements for Locked Configurations ………312
Internet Scenarios ………………………………………………………..315
Sales Order Entry in the Internet (SD-SLS-SO)…………….316
Flow (SD-SLS-SO Sales Order Entry) …………………………..319
Example (SD-SLS-SO Sales Order Entry)……………………..320
Sales Order Status in the Internet (SD-SLS-GF) ……………..321
Procedure (SD-SLS-GF) Sales Order Status …………………323
Example (SD-SLS-GF Sales Order Status) ……………………325

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