Sales Order tutorial

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 • 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 • 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

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 • Type transaction va01

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 - va01

Creating a sales order document - va01 • After doing and filling this the information populates by itself

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 - va01 • Now just click on save to save the sales order document

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 - 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 - va01 • Here is the third section of a sales order document called Schedule line data

Creating a sales order document - va01 • To access the Header data

Creating a sales order document - va01 • Now you will see the Header data section

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 - va01 • To access all tabs for further information on ItemData section of a Sales Order Document

Viewing a sales order document - va03

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 - va03 • Another way to create or change a sales document is via the menu Sales Document

Insert Item proposal in sales order- va51 • We use transaction VA51

Insert Item proposal in sales order- va51

Insert Item proposal in sales order- va51 • Fill then the description of items and then save

Insert Item proposal in sales order- va51 • Fill in the sales document the id from slide28

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 • 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

Sales Order tutorial