Order Confirmation With Output Management - Print and Email

Energy & Data
We move your business!

Transmission Systems
Energy & Data Transmission Systems
E-Mail Order Confirmations (OC)

1
Updates & Validations
Updates
Date Version Author Comment
14.12.2017 0 Cheri Engle New Creation
10.01.2017 1 Marcel Wehrle Additional functions
Validations
Date Version Validation Resp. Comment
2
I send E-Mail Order Confirmations
Objective At the end of this course, I will be able to set up and send order
confirmations.
Audience Sales
General SAP navigation

Pre- Knowledge of Customer Master Data
requisite Knowledge of Sales Orders and message type
3
Business Process
Trigger Sales
Output
administrator
Add Contact to
Customer
Master to
receive Order
Confirmation
Sales Org to
use Output
Management to Add Type of
Send Order
send Order Output
Confirmation to
confirmations Customer to
Customer
Receive
Set up Print
Control on
Customer
Master
4
Business Case
Sales Org determines they want to send Order Confirmations to the

customer using Output Management System.
5
Prerequisite
When sending Order Confirmations to Customers using Output

Management, I must:
– Have General Knowledge of SAP
– Knowledge of Customer Master Data
– Knowledge of how to Create, Modify, and View Sales Orders
6
Local Rules & Procedures
When creating new credit customer data I must set up the following
information:
– Users
–Credit must have
Control Area the roles and permissions to:
• modifying Customer Master Data
–Currency
• Creating and Modifying Sales Orders
–Credit Limit
–Risk Category
–Credit Representative Group
7
Step By Step
1 I add the Contact in the master data to receive the Order Confirmation
2 I select the Function master data applicable to the Output being sent
3 I set the Print Control, how the Order Confirmation will be sent
4 I send the Order Confirmation to the Customer
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1 I Add Contact
XD02
Path:
Logistics> Sales and Distribution > Master Data > Business Partner > Customer >
Change
And I double-click on XD02 - Complete
Or I enter the XD02 transaction code in the command field
9
1 I Add Contact
XD02
I enter the Customer number check

if you have the correct company
code and sales organization
I hit Enter or click the green
checkmark
10
1 I Add Contact
XD02
I click on the Contact Person

1 tab.
I enter the Name and First
1 name of the Contact receiving
2
the Order Confirmation
I double-click on the Contact
name.
11
2 I Add the Function Type
XD02
I click the magnifying glass to look up the

1 Function Type
I select 89 – 1900 Recp. SalOrder

2
85 – 1510 Recp. SO
88 – 1800 Recp. SO
2
I click the green checkmark
1
3 I select the Language the Order

Confirmation will be sent 3
4 I enter the E-Mail address of the contact
I click the Back icon

4
12
3 I Set the Print Control
1 XD02
1 I click CxW Fields
2 I search for the Print Control type

2
I select 1, to set Output with
discount; sent by email (BAM0) or
I select 2, to set Output with
discount; printed (BA00) or
3
I select 3, to set Output without
discount; sent by email (ZBM2) or
I select 4, to set Output without
discount; printed (ZB02)
3
I click the green checkmark
I hit Enter
I click Save
13
4 I send/print the Order Confirmation
VA03
NOTE: Internal Process

Order Confirmations are sent after the Sales
Order has been entered.
Send Order Confirmations the day after the order
has been entered, as the delivery time is typically
calculated overnight when the shipping plant is
Weil or Belley.
Path:
Logistics > Sales and Distribution > Sales > Order
And I double-click on VA03 – Display
Or I enter VA03 transaction code in the command
field
14
4 I send/print the Order Confirmation
VA01 / VA02
email oder printout:

In case the “Print Control” in customer master
data has been set to output by email, the system
will inform you about this
To confirm by email > goto 4.1
Printing Confirmation > goto 4.2
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4.1 I Send the Order Confirmation by email
VA03
I search or enter the Sales Order number
I hit, Enter
I click the triangle, then

select send SBO email
16
4.1 I Send the Order Confirmation by email
VA03
1 I click Create to generate an E-mail
2 If necessary I change the Subject and Message to

Contact. Can be change……
3 I will click Release to send the email immediately. 3

I will click Save to send the email later.
The stored email will be displayed on the screen with

5 4 4 Status = 2 (saved)
5 I can send the stored email by double-clicking on the E-Mail

ID
Then click Release
17
4.2 I print the Order Confirmation
I Select a variant ZVV14O

I click on the Variant

1 and select SWEDEN OC:
3 …to get the following entries:

2 • Output Type = ZB02 (or BA00)
• Transmission Medium = 1
• Sort order = 01
• Processing mode = 1
3 • Sales org = 1900
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4.2 I print the Order Confirmation
ZVV14O
I check the box next to the ones I want to

print.
I click Execute
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Info Buzz
Why would an E-mail Dialog box
be empty?
No Contact Person was created in Customer Master Data.
No text was maintained in the Sales Text of Customer Master Data.
A contact person must be added in Customer Master Data, along with

I manage Data. their email address and the Function Type.
Text must be maintained in the Customer Master Data so the user does
not have to type.
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Don’t Forget
When creating new credit customer data I must set up the following
information:
–Credit Control Areaperson must be added to the Customer Master
A Contact
–CurrencyData and the Function type added in order for the order
–Credit Limit
confirmation to be sent.
–Risk Category
–Credit Representative Group
21

Order Confirmation With Output Management - Print and Email

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Energy & Data

We move your business!

Energy & Data Transmission Systems

E-Mail Order Confirmations (OC)

14.12.2017 0 Cheri Engle New Creation

10.01.2017 1 Marcel Wehrle Additional functions

General SAP navigation

Sales Org determines they want to send Order Confirmations to the

When sending Order Confirmations to Customers using Output

4 I send the Order Confirmation to the Customer

And I double-click on XD02 - Complete

Or I enter the XD02 transaction code in the command field

I enter the Customer number check

I click on the Contact Person

I click the magnifying glass to look up the

I select 89 – 1900 Recp. SalOrder

3 I select the Language the Order

4 I enter the E-Mail address of the contact

I click the Back icon

1 I click CxW Fields

2 I search for the Print Control type

NOTE: Internal Process

email oder printout:

To confirm by email > goto 4.1

Printing Confirmation > goto 4.2

I search or enter the Sales Order number

I click the triangle, then

1 I click Create to generate an E-mail

2 If necessary I change the Subject and Message to

3 I will click Release to send the email immediately. 3

The stored email will be displayed on the screen with

5 I can send the stored email by double-clicking on the E-Mail

I Select a variant ZVV14O

I click on the Variant

3 …to get the following entries:

I check the box next to the ones I want to

No Contact Person was created in Customer Master Data.

No text was maintained in the Sales Text of Customer Master Data.

A contact person must be added in Customer Master Data, along with

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