Sales

SRIKAR NALANAGULA
EMP ID 294624
TRP2 PRESENTATION
Sales
Sales-related business transactions are recorded in the system as sales documents.
There are, broadly speaking, four different groupings of sales documents:
1. Sales queries, such as inquiries and quotations
2. Sales orders
3. Outline agreements, such as contracts and scheduling agreements
4. Customer problems and complaints, such as free of charge deliveries and credit memo
requests
If your particular business processes require it, you can process deliveries and billing
documents directly from a sales document.


EXAMPLES OF SALES
DOCUMENT TYPES

Examples of doc types
Pre-Sales Phase
Inquiry (IN), Quotation (QT), Free of Charge Delivery (FD)
Sales Orders
Standard Order (OR), Cash Sale (BV), Rush Order (SO), Consignment Issue (KE)
Outline Agreements
Quantity Contract (QM), Rental Contract (MV), Scheduling Agreement (LZ)
Complaints
Credit Memo Request (CR), Debit Memo Request (DR), Return (RE)


Structure of sales doc
1. Sales document has header, item and schedule lines
2. A Sales document can contain any number of items
3. Schedule lines are sub-divisions as required for each item with
respect to date & quantity.
4. Business Data valid for the whole sales document is located in the
document header
5. Each item has its own business data e.g. Incoterms etc.
6. Data for shipping and procurement is stored in schedule lines.

Controlling by sales doc type

At sales document level, for example, you can specify whether a credit check
takes place for a particular type of document.
From which number range should the document number for internal or external
number assignment come
You can specify whether a document is automatically blocked and must first be
reviewed before it can be processed further (a request for a credit memo, for
example).
Can an incomplete document be saved or must all data be complete
Which fields are relevant for the incompletion log?
Can an incomplete document be saved or must all data be complete

Item Categories
Item Categories control the individual items in sales documents
For example, the functions of a standard item are completely different from those of
a free-of-charge item or a text item
The different item categories control
whether pricing should be carried out for an item
whether an item is to be invoiced
whether an item refers to a material or is a text item
which data is required for an item
By using an item category, the system can process a material differently in each
sales document type.
For example, you can define a different control for a material in an inquiry and a
material in an order.

Schedule Line Categories

Schedule line control the individual schedule lines in sales documents.
The different schedule line categories control
Whether the schedule line passes on a sales requirement.
Whether an availability check is carried out for the schedule line.
Whether the schedule line is relevant for delivery


Number Assignment

1. Each document is identified by a separate document number.
2. The number is unique within a client and does not depend on company code, sales
organization, or on the fiscal year.
Number Range
defined for the Document type and must not have been assigned before.
This number can be alphanumeric, if permitted in the selected number range.
You can have internal and external number range. The numbers specified in this range
should be different and should not overlap.
Different document types can be assigned different number ranges

Number Assignment
Number assignment can be carried out internally or externally as
follows
You can specify a number externally. The number must come from
the number range.
If you do not want to specify a number externally, the system
assigns a sequential number internally.
The number comes from the internal number range defined for the
document type.


Different data in sales docs

The data in the sales documents is recorded on different screens.
These screens can be divided as follows:
Overview screens including header, item, and schedule line data
Detail screens:
screens at the header level containing general data
screens at the item level containing specific item data


Overview screens
Customer-material information
In addition to your own material number, you can find the number that
the customer uses for every item.
When you create an order for a material, you can use this screen to
enter the number the customer uses for this material instead of your
own material number.
Shipping
Shipping data such as the loading date, the shipping point, and the
tolerances for underdelivery or overdelivery


Overview Screens
Billing
Here you see the net values of the items, the terms of payment, and
Incoterms for every item.
Reason for rejection
Here you can find the reason for rejecting individual items. For example, a
customer may reject an item because of late delivery.
Status
Information on the progress of the business transaction and the
completeness of the data.


Detail Screens
Pricing elements
(prices, discounts, surcharges) used for pricing at the header and item
level.
Purchase order data
Data from the point of view of the order for example, purchase order
number of the customer, the purchase order date, and information about
the order.
Status
Information on the progress of the business transaction and the
completeness of the data. The status of the entire document, which is
displayed at the header level, results from the status of the items.


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