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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

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
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 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 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
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 va513
Insert Item proposal in sales order- va51
  • Fill then the description of items and then save
insert item proposal in sales order va516
Insert Item proposal in sales order- va51
  • Fill in the sales document the id from slide28
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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