Sales order tutorial
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Sales Order tutorial. Transactions used in Sales Order & Distribution module in sap for creating and managing sales order documents. Contents. What is a sales order Sections of a sales order Key transactions for managing sales orders Creating a sales order document - va01

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Sales Order tutorial

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Sales order tutorial

Sales Order tutorial

Transactions used in Sales Order & Distribution module in sap for creating and managing sales order documents


Contents

Contents

  • What is a sales order

  • Sections of a sales order

  • Key transactions for managing sales orders

  • Creating a sales order document - va01

  • Viewing a sales order document - va03

  • Changing a sales order document already created - va02

  • Insert Item proposal in sales order - va51


What is a sales order

What is a sales order

  • A sales order document is a document that allows you to sell some items/products depending on a customer_id which has in the items data different materials_ids to be sold

  • A sales order document has three sections: Header Data of Sales Order,Item data and Schedule Line Data


Sections of a sales order

Sections of a sales order


Sections of a sales order1

Sections of a sales order


Key transactions for managing sales orders

Key transactions for managing sales orders

  • These three transactions are destined for the following purposes :

  • Transactionva01: Creates a sales order

  • Transaction va02: Changes/modifies a sales order by adding in items data additional material ids and quantities of the material_name

  • Transaction va03: View a sales order


Creating a sales order document va01

Creating a sales order document - va01

  • Type transaction va01


Creating a sales order document va011

Creating a sales order document - va01

  • In the next screen just fill the fields: Sales Organization,DistributionChanneland Divisionfrom Organizational Data section


Creating a sales order document va012

Creating a sales order document - va01


Creating a sales order document va013

Creating a sales order document - va01

  • After doing and filling this the information populates by itself


Creating a sales order document va014

Creating a sales order document - va01

  • Don’t forget that the field po number marked with red is also mandatory cause to sell items a purchase order number must be already created when items are firstly purchased. Then you can save.


Creating a sales order document va015

Creating a sales order document - va01

  • Now just click on save to save the sales order document


Creating a sales order document va016

Creating a sales order document - va01

  • You will be prompted when your sales order document has been saved in sap above sap windows like this. As you can see it saves it with a sales order document number.


Creating a sales order document va017

Creating a sales order document - va01

  • To arrive at the last section Schedule Line Data just double click Quantity field to access Item data and then on the red tab


Creating a sales order document va018

Creating a sales order document - va01

  • Here is the third section of a sales order document called Schedule line data


Creating a sales order document va019

Creating a sales order document - va01

  • To access the Header data


Creating a sales order document va0110

Creating a sales order document - va01

  • Now you will see the Header data section


Creating a sales order document va0111

Creating a sales order document - va01

  • To access all tabs for further information on Header Data section of a Sales Order document


Creating a sales order document va0112

Creating a sales order document - va01

  • To access all tabs for further information on ItemData section of a Sales Order Document


Viewing a sales order document va03

Viewing a sales order document - va03


Viewing a sales order document va031

Viewing a sales order document - va03


Changing a sales order document already created va02

Changing a sales order document already created - va02

  • As in slide 20 you will fill with /nva02 and you can change the sales order document


Viewing a sales order document va032

Viewing a sales order document - va03

  • Another way to create or change a sales document is via the menu Sales Document


Insert item proposal in sales order va51

Insert Item proposal in sales order- va51

  • We use transaction VA51


Insert item proposal in sales order va511

Insert Item proposal in sales order- va51


Insert item proposal in sales order va512

Insert Item proposal in sales order- va51


Insert item proposal in sales order va513

Insert Item proposal in sales order- va51

  • Fill then the description of items and then save


Insert item proposal in sales order va514

Insert Item proposal in sales order- va51


Insert item proposal in sales order va515

Insert Item proposal in sales order- va51


Insert item proposal in sales order va516

Insert Item proposal in sales order- va51

  • Fill in the sales document the id from slide28


Insert item proposal in sales order va517

Insert Item proposal in sales order- va51


Vital information

Vital information

  • To access the tables of sales&distributin just type transaction XD99

  • More information here:

  • SAP SD Tables

    http://sapdocs.info/application-modules/sd-overview/sap-sd-tables/

  • Sales and Distribution Master Data Transactions

    http://sapdocs.info/application-modules/sd-overview/sd-transaction-codes/

  • Sales And Distribution: Master Data Reports

    http://sapdocs.info/application-modules/sd-overview/sd-tables/


Final conclusion

Final conclusion

  • A po order/ purchase order number must be created first without having a purchase order number created when materials are purchased and come in stock we cannot create a sales order document as it has a mandatory column called po number.

  • So firstly don’t forget to create the purchase order /po.

  • In short an item proposal is a list of items to be inserted in sales order document you have firstly created so when you create an item proposal


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