SAP 6.0 : SAP SD MM O2C P2P
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1.
* Sales and distribution module in SAP :
SAP SD | Introduction to SD module in SAP | Sales & Distribution | SAP ERP
https://www.youtube.com/watch?v=DcG5QOyP4_Y
* SAP MM Training | SAP Materials Management Training Video | Intellipaat
https://www.youtube.com/watch?v=6XnyNcXlQ7s
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2* SAP TAO :
What is SAP TAO?
SAP Testing TAO (Test Acceleration and Optimization) is a tool used to perform automated testing of SAP systems.
SAP TAO helps customers to fasten the process of creating automated test cases for SAP systems. Automation testing
using TAO is performed by creating test components for various transactions in SAP modules.
Test components using TAO are uploaded to HP Quality Center. Test components created like this are normally for
the single transactions and can be later used to create test scenarios. This tool can be easily integrated with
SAP Solution Manager to maintain the different test components.
SAP TAO Integration with other Tools:
SAP Solution Manager (Solman).
HP Quality Center QC.
HP Quality Test Professional QTP.
https://www.tutorialspoint.com/sap_testing/sap_testing_tao.htm
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3* Order to Cash: What Is SAP Order-to-Cash?
Order-to-Cash is an integration point between Finance (FI) and Sales (SD). It is also known as OTC or O2C in short form.
It is a business process that involves sales orders from customers to delivery and invoice. It comprises SO, Delivery,
Post Goods Issue (PGI) and billing to customers. OTC process is a very important process in Enterprise Resource Planning software(ERP Software).
Both major ERP software SAP and Oracle include this process.
Prerequisites are customer master record is set up, sales area (sales organization, divisions and distribution channels) was set up already.
Generally, steps are as follows:
Customer Inquiry
Quotation for customer inquiry
Sales Order creation
Post Goods Issue (PGI)
Delivery
Billing- Bill sent to customer
Receipt of money- Customer Payment
https://toughnickel.com/business/SAP-Order-To-Cash-SAP-OTC
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4* Sales Inquiry(VA11):
What is an Inquiry in SAP SD
An inquiry and quotation are the first documents in SAP SD which are a part of the pre-sales business process. Inquiries and quotations help you to determine important sales-related data and can be saved as documents. If the customer then places an order, this data can be accessed. Use this pre-sales information to plan and evaluate your marketing and sales strategies and as a basis for establishing long-term business relationships with your customers, for example by:
Tracking lost sales
Recording pre-sales data to help negotiate large contracts
Selling goods and services to large organizations that require documentation of the entire process
Standard SAP SD inquiry normally contains:
Customer and Material Information
Pricing, be it Customer or Material specific
Delivery dates and delivery quantities
Information about shipment processing
Information about billing
In case of Inquiry, Quotation and Contract Validity Periods / Dates
https://erproof.com/sd/free-training/how-to-create-sap-sd-inquiry/
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5* Quotation(VA21) :
How to Create Quotation: SAP VA21
Quotation:
It's a sales document, which informs the customer, that the company will deliver a specific quantity of products at a specific time and at a specific price.
A quotation can be created after receipt of an inquiry from a customer or without inquiry. When the quotation is created post receipt of an inquiry from a customer , two methods can be followed -
Create a quotation with reference to inquiry.
Create a quotation without reference to inquiry.
The following demonstration creates a quotation with reference to inquiry. T-code for create Quotation: VA21
Step 1)
Enter T-code VA21 in the command field.
Enter quotation type.
Enter the Sales Organization / Distribution channel / Division in the organizational block.
Select Create with the references button.
Step 2)
Primis Player Placeholder
Enter Inquiry Number.
Click on the copy button.
Step3)
Enter the Ship-To Party.
Enter Po Number, if any.
Enter Valid from and Valid to date (this is a date until which this quotation will be valid.)
Enter Quantity of material.
Step 4)
Click on save button .
A message "Quotation 20000076 has been saved " will be displayed.
https://www.guru99.com/create-quotation.html
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6* Sales Order (VA01) :
How To Create Sales Order: SAP VA01
Background:
A ‘Sales Order’ is a contract between a Customer and a Sales organization for the supply of specified goods and/services over a specified time period.
All relevant information from the Customer master record and Material master record is copied to the sales order. The sales order may be created with reference to a ‘preceding document’ such as an inquiry /quotation. In such a case, all the initial data from the preceding document is copied to the sales order. T-code -VA01
A ‘Sales Order’ is a contract between a Customer and a Sales organization for the supply of specified goods and/services over a specified time period.
All relevant information from the Customer master record and Material master record is copied to the sales order. The sales order may be created with reference to a ‘preceding document’ such as an inquiry /quotation. In such a case, all the initial data from the preceding document is copied to the sales order. T-code -VA01.
Step 1)
Enter T-code VA01 in the command field.
Enter order type OR for Standard order.
Enter Sales Organization / Distribution Channel / Division in Organizational Data block.
Click on create with reference button, to create sales order from Inquiry / Quotation.
Step 2)
Enter the quotation number in the quotation tab.
Select the copy button.
Step 3)
Enter Ship-To-Party / PO number / PO date.
Enter Req. delivery date.
We can change the order quantity.
Click on save button.
Step 4)
A Message "Standard Order 2000958 has been saved " is displayed.
https://www.guru99.com/create-sales-order.html
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7* Delivery(VL01)
VL01 – Create Delivery
SAP transaction VL01 (Create Delivery) is classified in the Logistics Execution module under application component Shipping
and runs WS-SHP: General Processing for Shipping program SAPMV50A upon execution.
SAP Transaction Code (TCODE): VL01
Transaction Description: Create Delivery
SAP Module ID: LE
SAP Module Description Logistics Execution
Application Component ID (PS_POSID): LE-SHP
Application Component (FCTR-ID): HLA0009602
Component Description (NAME): Shipping
Program (PGMNA): SAPMV50A
Package (DEVCLASS): VL
Package Description (CTEXT): WS-SHP: General Processing for Shipping
Package Namespace: /0SAP/
Screen Number (DYPNO): 0100
This entry was posted in LE - Logistics Execution and tagged (LE-SHP) - Shipping.
http://www.saptransactions.com/codes/VL01/
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8* Invoicing(VF01)
What is the Invoice Correction Request in SAP SD?
Invoice Correction is a process to correct quantity or prices in the invoices for one or more line items.
The system calculates the differences between the original amount and the corrected amount. The invoice correction request is automatically blocked by the system until it has been checked. Once it's approved, we can remove the block.
The system creates either a credit or a debit memo according to the total value of the invoice correction request.
Step 1)
Enter T-code VA01 in the command field.
Enter in Order Type field Invoice Correction Request.
Enter Sales Organization / Distribution channel / division in organization data.
Click on Create with references button, to create invoice correction with reference of the sales document.
Step 2)
Enter Sales order no in which correction is required
Click on the Copy button.
Step 3)
Ship-To party / PO Number can be changed.
Enter Req. delivery date
Order quantity can be changed.
Click on the save button.
How to Create Invoice Correction Request in SAP SD
A message "Data Was Saved" is displayed.
https://www.guru99.com/how-to-correct-invoice.html
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9* Billing(VF01) :
In the SAP Sales and Distribution module, billing is known as the final stage for executing business transactions.
When an order is processed and delivery is made, billing information is available at each stage of this order processing.
Billing contains the following components −
Credit and Debit memos for return goods.
Invoice creation for delivery and services.
Cancel Billing transactions.
Pricing Functions.
Discount and Rebates.
Transferring billing data to Financial Accounting FI.
Billing is closely integrated with organization structure and it can be assigned to Sales Organization, a Distribution Channel, and a division.
Key functions in Billing −
Types of Billing
Match codes
Number Range
Blocking Reasons
Display billing list
Display billing duelist
https://www.tutorialspoint.com/sap_sd/sap_sd_introduction_to_billing.htm
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10* IC Sales Order (VA01)
Use these steps to create a sales (or project) order for the purpose of billing a cost-reimbursable project. The sales order is the document that links the sponsor to the project.
Get started (SAP menu path, fast path)
Create sales order: initial screen
Create project order: an overview
Create Variant to simplify VA01 data entry
http://web.mit.edu/cao/www/SB2002/CR/VA01.htm
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11* Invoice creation(MIRO)
SAP invoice verification can be defined as a method through which a supplier will be paid for the good or the service it has provided to a customer.
It is the seventh phase of the procurement cycle as depicted in the following figure.
SAP Invoice Verification in Procurement Cycle : (1 to 8)
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1. Determination of Requirement
2. Determination of Source of Supply
3. Vendor Selection
4. Purchase Order Processing
5. Purchase Order Monitoring
6. Good Receipt
7. Invoice Verification
8. Payment Processing
CREATE AN INVOICE
A vendor can send an invoice as a fax, hard copy or using EDI. On reception of the invoice, the accounts payable department will enter the invoice into the SAP system using the transaction MIRO:
Logistics > Materials Management > Logistics Invoice Verification > Document Entry > Enter Invoice (MIRO)
Img : MIRO Transaction Code
The next screen to appear might prompt you to enter a company code. In that case,
– Enter company code > 1000
The next window will be entitled Enter Incoming Invoice: Company code 1000. The basic data tab of the header data section will require input of the following information:
– Invoice date > current date
– Posting date > current date
– Amount > 2499 EUR
– Calculate tax > select
– Tax code > VA – domestic input tax 19%
Img : Company Code
Img : Basic Data Tab Information
Pay attention to the information on the top right side of the screen named Balance. It will play a very important role later.
At this stage of our entry, the balance light as depicted in the following screen shot is red.
Img : Balance
Below the header data section, there is a tab called PO Reference. Let us complete the required information by doing the following. Select Purchase Order/Scheduling
Agreement in the combo box. The combo box list also shows other options that can be used in other cases.
Img : Purchase Order / Scheduling Agreement Selection
Then, next to your selection, enter purchase order number 4500019259 and press Enter.
Img : Purchase Order Number
The information from the purchase order will be loaded in the table under the Purchase Order/Scheduling Agreement combo box as shown in the below screenshot with some updates highlighted with yellow color.
* The tax amount in the basic data tab has been updated to 399.00 EUR. The reason is that the three laptops ordered had a price of 2,100.00 EUR
in total and with the domestic tax applied to this cost by the vendor, the total cost within the invoice was 2,499.00 EUR.
* The information about the vendor has been displayed.
* The balance light above has become green. The reason is that there is no price variance between the invoice sent by the supplier and the purchase order issued by the customer.
Img : SAP Invoice Verification with Reference to a Purchase Order
Next, click on the Payment tab next to the Basic data tab and enter:
* BaselineDt > 06/23/2017
Img : Baseline Date
SIMULATE POSTING
It is possible to test posting of an invoice by simulating it. If the simulation reveals that the invoice cannot be posted, it will issue errors and warnings messages to the user.
The simulation interface can be accessed by clicking on the Simulate button.
Img : Simulate Button
INVOICE POSTING AND INVOICE DOCUMENT DISPLAY
The balance of our illustration is zero meaning that there is no discrepancies between the invoice and the purchase order. It is illustrated with the green light indicator next ot the Balance field.
To post our invoice, we should click on the Save button that will save our invoice in a document with a number 5200000218.
Let us display this document by using the transaction MIRO, choosing Invoice Documents > Display, and finally entering the following information:
Invoice Document Number > 5200000218
Fiscal Year > 2017
IMG : Invoice Document Display with the PO Structure on the Left Sidebar
By clicking on the Show PO structure button at this stage, we can see in the left side of our screen that the three-way match procedure has been completed successfully.
The purchase order 4500019259 provided to the vendor Michaela Meier requesting three Lenovo laptops has been supplied and invoiced to the customer (us).
IMG : Purchase Order Structure
Conclusion :
SAP has implemented effective methods for invoice verification in Materials Management module. As these procedures are following specific rules that have to be respected,
some flexibility is allowed by SAP. Those are:
* The possibility to post an invoice without referencing a purchase order (though it is typical to do so with reference to a purchase order, a goods receipt or a delivery note).
* The possibility to park an invoice document by entering it without posting it using the transaction code MIR7 or
the path Logistics > Materials Management > Logistics Invoice Verification > Document Entry > Park Invoice (this can be done to postpone posting of the invoice
in the case when the balance of the invoice is other than zero).
* The possibility to post an invoice having a variance that is within the stated tolerance limits which are configured using
the path IMG > Materials Management > Logistics Invoice Verification > Invoice Block > Set Tolerance Limits.
* The possibility to block invoices.
* The possibility to release blocked invoice by deleting all the blocks that no longer apply to the invoices selected by the user.
Invoices can be released using the transaction code MRBR or the path Logistics > Materials Management > Logistics Invoice Verification > Further Processing > Release Blocked Invoice.
https://erproof.com/mm/free-training/sap-invoice-verification/
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12* Display Sales Order (VA03) :
VA03 (Display Sales Order) is a standard SAP transaction code available within R/3 SAP systems depending on your version and release level.
Below for your convenience is a few details about this tcode including any standard documentation available. In-order to use this
transaction within your SAP system simply enter it into the command input box located in the top left hand corner and press enter.
Here are a few additional command options available to use when doing this.
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Check SAP tcode authorisation using SU53
o see what authorisation objects this and any transaction checks use SU53. Simply execute VA03 and then execute /NSU53 immediately afterwards.
A report of all authorisations checked will then be displayed along with it's result...See check tcode authorisation for full details and screenshots
The simple way to check sap authorisation and see if you have all the appropriate authorisations for a transaction code, or see which specific authorisations a
particular t-code has failed on is to simply execute it. Then use transaction SU53 to see all the failed authorisation checks.
This is also the standard way of requesting a new SAP authorisation by sending the SU53 result to your basis team. See below for full step by step instructions on how to use SU53.
Step 1 – Execute transaction
The first thing you need to do is execute the transaction you don’t have authority for or which you want to check.
For this example I am going to use transaction SU01, so just execute SU01 using the command box.
https://www.se80.co.uk/saptcodes/v/va03/va03.htm
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13* Purchase to Pay scenarios :
SAP Procure to Pay Process :
SAP Procure to Pay process is required when we need to purchase materials/services from an external vendor for our company. This process
includes all the business tasks starting from a purchase requisition (PR) and finishing with payment to the vendor.
The events that determine the start of this process are related to:
* Material requirement planning (MRP) from Warehouse Management to ensure minimum material stock and tools quantities in the warehouse.
* Plant Maintenance materials, tools, external resources, services plans to procure all the resources needed to manage Plant Maintenance in a proper way.
* Other procurement needs coming from departments of a company.
Overview of SAP Procure to Pay Process
The Procurement Department can satisfy purchasing requirements of other departments of a company by issuing:
* A Purchase Order: in this case an RFQ (Request for Quotation) process first is needed.
* An Open Contract: in this case, in addition to the RFQ process, the purchasing task is finalized by means of the Purchase Order referred to the Open Contract.
https://erproof.com/mm/free-training/sap-procure-to-pay-process/
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14* (P2P) Purchase requisition(ME51N)
How to Create a Purchase Requisition in SAP: ME51N :
Purchase requisition creation can be done in t-code ME51N (or the older version ME51 – not recommended) and is a straight forward process.
1. Execute ME51N transaction.
2. Purchase requisition document type: NB – standard.
3. Source determination: ON or OFF.
4. Header note.
5. Material: material number.
6. Quantity and UoM.
7. Storage location: in which the material is stored.
8. Vendor: automatically determined by using source determination – field number 3.
9. Tracking number: covered in previous topics, a desired value can be entered manually.
10. Valuation price:copied from material master data if maintained there, if not must be entered manually (if this field is not set as optional).
After entering the desired information in the fields, we can save transaction data.
Result : Purchase requisition number 0010003210 created ( 10 Digit PR number )
https://www.guru99.com/how-to-create-a-purchase-requisition.html
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15* Purchase Order(ME21N)
All About Purchase Requisition in SAP ECC
Purchase Requisition:
In order to run an organization effectively, the most important step is to determine what kind of materials and services are required by a company and the proper
source (vendor) of supply which fulfills our requirements. Once the list of requirements made, then there needs to be an approval from the higher authority (purchasing department)
of an organization in order to procure the list of materials. To get an approval a request document called Purchase Requisition which contains information such as materials,
services, required delivery date and quantity needs to be prepared. Purchase Requisition is an internal document which is nothing but a request made to the purchasing department
in an organization to procure the list of materials in the right time of the required quantity. It can be created automatically by the system or manually.
It can be created manually in SAP by using transaction code ME51N.
Purchase Requisition can be created for the following procurement types:
Standard: Getting finished material from the vendor.
Subcontracting: Providing raw material to the vendor and getting finished material.
Consignment: Procuring material that is kept in the company’s premises and paying to the vendor for that.
Stock transfer: Getting material from within the organization.
External service: Getting services like maintenance from a third-party vendor.
Once the purchase requisition is approved by the purchasing department, it will be converted to the Purchase Order. Purchase Order is an external document issued by the purchasing
department to the vendor which describes the interest of a buyer to buy a certain quantity of a material at a certain price from a specific vendor. The purchase order is created
with a reference to the purchase requisition documents generated by SAP during the procurement cycle using transaction code ME21N.
Create Purchase Requisition:
Steps to Create Purchase Requisition on SAP ERP-
Step 1:
Enter transaction code ME51N in SD Master Data Screen or Navigate to the following path Logistics -> Materials Management -> Purchasing -> Purchase Requisition -> Create
Step 2:
Fill in all the following required fields
1.Purchase Requisition document type as NB Standard.
2.Source determination can be ON or OFF.
3.Header note.
4.Material, quantity, plant, fixed vendor, and purchasing organization.
Click on Save.
Step 3:
A new purchase requisition will be created.
Purchase requistion number 0010016019 created.
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Convert Purchase Requisition to Purchase Order:
Purchase Order from purchase requisition can be created by following below steps:
Step 1:
Enter transaction code ME21N in SD Master Data Screen. Here is the Cheat Sheet on SAP SD Database Architecture!
Step 2:
There are two ways to create a purchase order from purchase requisition.
First Way:
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Click on Purchase Requisitions from the dropdown of the Selection variant.
Enter purchase requisition number for which you want to create purchase order.
Integrate-SAP-ECC-ERP-and-Ecommerce-store
Click on Execute.
Now drag the standard reference Purchase requisition to the cart next to NB Standard PO.
Verify all the details and do the changes accordingly.
Second Way:
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Fill in all the following required fields.
1.Purchase requisition document type as NB Standard.
2.Vendor.
3.Purchase Organization, Purchase group, Company code under Organization Data tab.
4.Purchase requisition number.
Click on Enter.
Step 3:
Click on Save.
Step 4:
The standard purchase order will be created from standard reference purchase requisition.
Standard PO created under the number 4500017460
Conclusion:
By following the above steps, you can create a purchase requisition and convert it to purchase order manually in SAP.
We sincerely hope that this was useful and any comment of feedback will be very helpful.
Now, you can easily integrate your SAP ECC with Ecommerce Store/CRM to automate the business process!
https://www.appseconnect.com/purchase-requisition-in-sap-ecc/
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16* Goods Receipts(MIGO)
How to Create Goods Receipt in SAP: MIGO, MB1C, MB03
To create goods receipt, you can use MIGO or MB1C transaction.
Mostly people use MIGO as it's designed to have all the options for all of the movement scenarios.
Step 1)
1.Execute the MIGO transaction.
2.Choose A1 – Goods receipt process.
3.Choose R01 – Purchase order.
4.Enter your purchase order number here.
5.Click on execute button.
Step 2)
Our material is transferred to the item overview section.
Choose posting and document date (recommended t stay as today like it's default).
Step 3)
1.You can choose on the header level – Vendor tab to view vendor information.
2.If you click on the line item number, you will see several tabs in the bottom of the screen appear, and you can choose any of those to view some specific information about the item.
3.If you choose Material tab, you will see the general material data.
Step 4)
Check the Quantity information in this tab. You can do goods receipt for less than the initial value if you change it. You will still see the ordered quantity in the bottom of the screen.
Step 5)
The next tab contains information about the destination for the goods.
1.You can see the movement type used for receipt process,
2.Destination plant and storage location,
3.As well as stock type upon receipt. We can see that this material is going to be posted to quality inspection (this indicator is set in material master and has been referenced in earlier topics), so it will not be available for use until confirmed to be in satisfying quality.
4.There's also information about goods recipient and unloading point.
If you need to change the storage location, or override the stock posting type, you can do it here..
Step 6)
You can find purchase order related data in this tab.
1.You can change the update type for delivery completed indicator (on the purchase order). It is set to be automatically updated upon posting, but you can change it if your process requires a different approach.
2.After review of all of the tabs, and after you have assured that your data is accurate, you can flag the items as OK. Now you can post the document.
Upon posting, you will see that material document has been generated.
* Material document 5000023571 posted
Now you can check the material document by using transaction code MB03.
1.Execute the transaction MB03.
2.Enter material document and document year.
3.Press ENTER.
You can see some basic information about the document and items.
Double click the item.
On item details, you can see some additional item information.
You are done with posting the goods receipt. The process is the same for the production order, as well as for the inbound delivery.
https://www.guru99.com/how-to-create-goods-receipt.html
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06302020
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Sap - file - AL11 folder - Biztalk - 3rd part - middle ware
ariba -3rsd - Sap - text dat idoc, xml - bnk -txt, xml
inbound processing - txt
outboud processing - txt
Automated : Timestamping - text file : support & development
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1.
* Sales and distribution module in SAP :
SAP SD | Introduction to SD module in SAP | Sales & Distribution | SAP ERP
https://www.youtube.com/watch?v=DcG5QOyP4_Y
* SAP MM Training | SAP Materials Management Training Video | Intellipaat
https://www.youtube.com/watch?v=6XnyNcXlQ7s
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2* SAP TAO :
What is SAP TAO?
SAP Testing TAO (Test Acceleration and Optimization) is a tool used to perform automated testing of SAP systems.
SAP TAO helps customers to fasten the process of creating automated test cases for SAP systems. Automation testing
using TAO is performed by creating test components for various transactions in SAP modules.
Test components using TAO are uploaded to HP Quality Center. Test components created like this are normally for
the single transactions and can be later used to create test scenarios. This tool can be easily integrated with
SAP Solution Manager to maintain the different test components.
SAP TAO Integration with other Tools:
SAP Solution Manager (Solman).
HP Quality Center QC.
HP Quality Test Professional QTP.
https://www.tutorialspoint.com/sap_testing/sap_testing_tao.htm
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3* Order to Cash: What Is SAP Order-to-Cash?
Order-to-Cash is an integration point between Finance (FI) and Sales (SD). It is also known as OTC or O2C in short form.
It is a business process that involves sales orders from customers to delivery and invoice. It comprises SO, Delivery,
Post Goods Issue (PGI) and billing to customers. OTC process is a very important process in Enterprise Resource Planning software(ERP Software).
Both major ERP software SAP and Oracle include this process.
Prerequisites are customer master record is set up, sales area (sales organization, divisions and distribution channels) was set up already.
Generally, steps are as follows:
Customer Inquiry
Quotation for customer inquiry
Sales Order creation
Post Goods Issue (PGI)
Delivery
Billing- Bill sent to customer
Receipt of money- Customer Payment
https://toughnickel.com/business/SAP-Order-To-Cash-SAP-OTC
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4* Sales Inquiry(VA11):
What is an Inquiry in SAP SD
An inquiry and quotation are the first documents in SAP SD which are a part of the pre-sales business process. Inquiries and quotations help you to determine important sales-related data and can be saved as documents. If the customer then places an order, this data can be accessed. Use this pre-sales information to plan and evaluate your marketing and sales strategies and as a basis for establishing long-term business relationships with your customers, for example by:
Tracking lost sales
Recording pre-sales data to help negotiate large contracts
Selling goods and services to large organizations that require documentation of the entire process
Standard SAP SD inquiry normally contains:
Customer and Material Information
Pricing, be it Customer or Material specific
Delivery dates and delivery quantities
Information about shipment processing
Information about billing
In case of Inquiry, Quotation and Contract Validity Periods / Dates
https://erproof.com/sd/free-training/how-to-create-sap-sd-inquiry/
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5* Quotation(VA21) :
How to Create Quotation: SAP VA21
Quotation:
It's a sales document, which informs the customer, that the company will deliver a specific quantity of products at a specific time and at a specific price.
A quotation can be created after receipt of an inquiry from a customer or without inquiry. When the quotation is created post receipt of an inquiry from a customer , two methods can be followed -
Create a quotation with reference to inquiry.
Create a quotation without reference to inquiry.
The following demonstration creates a quotation with reference to inquiry. T-code for create Quotation: VA21
Step 1)
Enter T-code VA21 in the command field.
Enter quotation type.
Enter the Sales Organization / Distribution channel / Division in the organizational block.
Select Create with the references button.
Step 2)
Primis Player Placeholder
Enter Inquiry Number.
Click on the copy button.
Step3)
Enter the Ship-To Party.
Enter Po Number, if any.
Enter Valid from and Valid to date (this is a date until which this quotation will be valid.)
Enter Quantity of material.
Step 4)
Click on save button .
A message "Quotation 20000076 has been saved " will be displayed.
https://www.guru99.com/create-quotation.html
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6* Sales Order (VA01) :
How To Create Sales Order: SAP VA01
Background:
A ‘Sales Order’ is a contract between a Customer and a Sales organization for the supply of specified goods and/services over a specified time period.
All relevant information from the Customer master record and Material master record is copied to the sales order. The sales order may be created with reference to a ‘preceding document’ such as an inquiry /quotation. In such a case, all the initial data from the preceding document is copied to the sales order. T-code -VA01
A ‘Sales Order’ is a contract between a Customer and a Sales organization for the supply of specified goods and/services over a specified time period.
All relevant information from the Customer master record and Material master record is copied to the sales order. The sales order may be created with reference to a ‘preceding document’ such as an inquiry /quotation. In such a case, all the initial data from the preceding document is copied to the sales order. T-code -VA01.
Step 1)
Enter T-code VA01 in the command field.
Enter order type OR for Standard order.
Enter Sales Organization / Distribution Channel / Division in Organizational Data block.
Click on create with reference button, to create sales order from Inquiry / Quotation.
Step 2)
Enter the quotation number in the quotation tab.
Select the copy button.
Step 3)
Enter Ship-To-Party / PO number / PO date.
Enter Req. delivery date.
We can change the order quantity.
Click on save button.
Step 4)
A Message "Standard Order 2000958 has been saved " is displayed.
https://www.guru99.com/create-sales-order.html
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7* Delivery(VL01)
VL01 – Create Delivery
SAP transaction VL01 (Create Delivery) is classified in the Logistics Execution module under application component Shipping
and runs WS-SHP: General Processing for Shipping program SAPMV50A upon execution.
SAP Transaction Code (TCODE): VL01
Transaction Description: Create Delivery
SAP Module ID: LE
SAP Module Description Logistics Execution
Application Component ID (PS_POSID): LE-SHP
Application Component (FCTR-ID): HLA0009602
Component Description (NAME): Shipping
Program (PGMNA): SAPMV50A
Package (DEVCLASS): VL
Package Description (CTEXT): WS-SHP: General Processing for Shipping
Package Namespace: /0SAP/
Screen Number (DYPNO): 0100
This entry was posted in LE - Logistics Execution and tagged (LE-SHP) - Shipping.
http://www.saptransactions.com/codes/VL01/
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8* Invoicing(VF01)
What is the Invoice Correction Request in SAP SD?
Invoice Correction is a process to correct quantity or prices in the invoices for one or more line items.
The system calculates the differences between the original amount and the corrected amount. The invoice correction request is automatically blocked by the system until it has been checked. Once it's approved, we can remove the block.
The system creates either a credit or a debit memo according to the total value of the invoice correction request.
Step 1)
Enter T-code VA01 in the command field.
Enter in Order Type field Invoice Correction Request.
Enter Sales Organization / Distribution channel / division in organization data.
Click on Create with references button, to create invoice correction with reference of the sales document.
Step 2)
Enter Sales order no in which correction is required
Click on the Copy button.
Step 3)
Ship-To party / PO Number can be changed.
Enter Req. delivery date
Order quantity can be changed.
Click on the save button.
How to Create Invoice Correction Request in SAP SD
A message "Data Was Saved" is displayed.
https://www.guru99.com/how-to-correct-invoice.html
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9* Billing(VF01) :
In the SAP Sales and Distribution module, billing is known as the final stage for executing business transactions.
When an order is processed and delivery is made, billing information is available at each stage of this order processing.
Billing contains the following components −
Credit and Debit memos for return goods.
Invoice creation for delivery and services.
Cancel Billing transactions.
Pricing Functions.
Discount and Rebates.
Transferring billing data to Financial Accounting FI.
Billing is closely integrated with organization structure and it can be assigned to Sales Organization, a Distribution Channel, and a division.
Key functions in Billing −
Types of Billing
Match codes
Number Range
Blocking Reasons
Display billing list
Display billing duelist
https://www.tutorialspoint.com/sap_sd/sap_sd_introduction_to_billing.htm
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10* IC Sales Order (VA01)
Use these steps to create a sales (or project) order for the purpose of billing a cost-reimbursable project. The sales order is the document that links the sponsor to the project.
Get started (SAP menu path, fast path)
Create sales order: initial screen
Create project order: an overview
Create Variant to simplify VA01 data entry
http://web.mit.edu/cao/www/SB2002/CR/VA01.htm
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11* Invoice creation(MIRO)
SAP invoice verification can be defined as a method through which a supplier will be paid for the good or the service it has provided to a customer.
It is the seventh phase of the procurement cycle as depicted in the following figure.
SAP Invoice Verification in Procurement Cycle : (1 to 8)
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1. Determination of Requirement
2. Determination of Source of Supply
3. Vendor Selection
4. Purchase Order Processing
5. Purchase Order Monitoring
6. Good Receipt
7. Invoice Verification
8. Payment Processing
CREATE AN INVOICE
A vendor can send an invoice as a fax, hard copy or using EDI. On reception of the invoice, the accounts payable department will enter the invoice into the SAP system using the transaction MIRO:
Logistics > Materials Management > Logistics Invoice Verification > Document Entry > Enter Invoice (MIRO)
Img : MIRO Transaction Code
The next screen to appear might prompt you to enter a company code. In that case,
– Enter company code > 1000
The next window will be entitled Enter Incoming Invoice: Company code 1000. The basic data tab of the header data section will require input of the following information:
– Invoice date > current date
– Posting date > current date
– Amount > 2499 EUR
– Calculate tax > select
– Tax code > VA – domestic input tax 19%
Img : Company Code
Img : Basic Data Tab Information
Pay attention to the information on the top right side of the screen named Balance. It will play a very important role later.
At this stage of our entry, the balance light as depicted in the following screen shot is red.
Img : Balance
Below the header data section, there is a tab called PO Reference. Let us complete the required information by doing the following. Select Purchase Order/Scheduling
Agreement in the combo box. The combo box list also shows other options that can be used in other cases.
Img : Purchase Order / Scheduling Agreement Selection
Then, next to your selection, enter purchase order number 4500019259 and press Enter.
Img : Purchase Order Number
The information from the purchase order will be loaded in the table under the Purchase Order/Scheduling Agreement combo box as shown in the below screenshot with some updates highlighted with yellow color.
* The tax amount in the basic data tab has been updated to 399.00 EUR. The reason is that the three laptops ordered had a price of 2,100.00 EUR
in total and with the domestic tax applied to this cost by the vendor, the total cost within the invoice was 2,499.00 EUR.
* The information about the vendor has been displayed.
* The balance light above has become green. The reason is that there is no price variance between the invoice sent by the supplier and the purchase order issued by the customer.
Img : SAP Invoice Verification with Reference to a Purchase Order
Next, click on the Payment tab next to the Basic data tab and enter:
* BaselineDt > 06/23/2017
Img : Baseline Date
SIMULATE POSTING
It is possible to test posting of an invoice by simulating it. If the simulation reveals that the invoice cannot be posted, it will issue errors and warnings messages to the user.
The simulation interface can be accessed by clicking on the Simulate button.
Img : Simulate Button
INVOICE POSTING AND INVOICE DOCUMENT DISPLAY
The balance of our illustration is zero meaning that there is no discrepancies between the invoice and the purchase order. It is illustrated with the green light indicator next ot the Balance field.
To post our invoice, we should click on the Save button that will save our invoice in a document with a number 5200000218.
Let us display this document by using the transaction MIRO, choosing Invoice Documents > Display, and finally entering the following information:
Invoice Document Number > 5200000218
Fiscal Year > 2017
IMG : Invoice Document Display with the PO Structure on the Left Sidebar
By clicking on the Show PO structure button at this stage, we can see in the left side of our screen that the three-way match procedure has been completed successfully.
The purchase order 4500019259 provided to the vendor Michaela Meier requesting three Lenovo laptops has been supplied and invoiced to the customer (us).
IMG : Purchase Order Structure
Conclusion :
SAP has implemented effective methods for invoice verification in Materials Management module. As these procedures are following specific rules that have to be respected,
some flexibility is allowed by SAP. Those are:
* The possibility to post an invoice without referencing a purchase order (though it is typical to do so with reference to a purchase order, a goods receipt or a delivery note).
* The possibility to park an invoice document by entering it without posting it using the transaction code MIR7 or
the path Logistics > Materials Management > Logistics Invoice Verification > Document Entry > Park Invoice (this can be done to postpone posting of the invoice
in the case when the balance of the invoice is other than zero).
* The possibility to post an invoice having a variance that is within the stated tolerance limits which are configured using
the path IMG > Materials Management > Logistics Invoice Verification > Invoice Block > Set Tolerance Limits.
* The possibility to block invoices.
* The possibility to release blocked invoice by deleting all the blocks that no longer apply to the invoices selected by the user.
Invoices can be released using the transaction code MRBR or the path Logistics > Materials Management > Logistics Invoice Verification > Further Processing > Release Blocked Invoice.
https://erproof.com/mm/free-training/sap-invoice-verification/
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12* Display Sales Order (VA03) :
VA03 (Display Sales Order) is a standard SAP transaction code available within R/3 SAP systems depending on your version and release level.
Below for your convenience is a few details about this tcode including any standard documentation available. In-order to use this
transaction within your SAP system simply enter it into the command input box located in the top left hand corner and press enter.
Here are a few additional command options available to use when doing this.
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Check SAP tcode authorisation using SU53
o see what authorisation objects this and any transaction checks use SU53. Simply execute VA03 and then execute /NSU53 immediately afterwards.
A report of all authorisations checked will then be displayed along with it's result...See check tcode authorisation for full details and screenshots
The simple way to check sap authorisation and see if you have all the appropriate authorisations for a transaction code, or see which specific authorisations a
particular t-code has failed on is to simply execute it. Then use transaction SU53 to see all the failed authorisation checks.
This is also the standard way of requesting a new SAP authorisation by sending the SU53 result to your basis team. See below for full step by step instructions on how to use SU53.
Step 1 – Execute transaction
The first thing you need to do is execute the transaction you don’t have authority for or which you want to check.
For this example I am going to use transaction SU01, so just execute SU01 using the command box.
https://www.se80.co.uk/saptcodes/v/va03/va03.htm
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13* Purchase to Pay scenarios :
SAP Procure to Pay Process :
SAP Procure to Pay process is required when we need to purchase materials/services from an external vendor for our company. This process
includes all the business tasks starting from a purchase requisition (PR) and finishing with payment to the vendor.
The events that determine the start of this process are related to:
* Material requirement planning (MRP) from Warehouse Management to ensure minimum material stock and tools quantities in the warehouse.
* Plant Maintenance materials, tools, external resources, services plans to procure all the resources needed to manage Plant Maintenance in a proper way.
* Other procurement needs coming from departments of a company.
Overview of SAP Procure to Pay Process
The Procurement Department can satisfy purchasing requirements of other departments of a company by issuing:
* A Purchase Order: in this case an RFQ (Request for Quotation) process first is needed.
* An Open Contract: in this case, in addition to the RFQ process, the purchasing task is finalized by means of the Purchase Order referred to the Open Contract.
https://erproof.com/mm/free-training/sap-procure-to-pay-process/
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14* (P2P) Purchase requisition(ME51N)
How to Create a Purchase Requisition in SAP: ME51N :
Purchase requisition creation can be done in t-code ME51N (or the older version ME51 – not recommended) and is a straight forward process.
1. Execute ME51N transaction.
2. Purchase requisition document type: NB – standard.
3. Source determination: ON or OFF.
4. Header note.
5. Material: material number.
6. Quantity and UoM.
7. Storage location: in which the material is stored.
8. Vendor: automatically determined by using source determination – field number 3.
9. Tracking number: covered in previous topics, a desired value can be entered manually.
10. Valuation price:copied from material master data if maintained there, if not must be entered manually (if this field is not set as optional).
After entering the desired information in the fields, we can save transaction data.
Result : Purchase requisition number 0010003210 created ( 10 Digit PR number )
https://www.guru99.com/how-to-create-a-purchase-requisition.html
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15* Purchase Order(ME21N)
All About Purchase Requisition in SAP ECC
Purchase Requisition:
In order to run an organization effectively, the most important step is to determine what kind of materials and services are required by a company and the proper
source (vendor) of supply which fulfills our requirements. Once the list of requirements made, then there needs to be an approval from the higher authority (purchasing department)
of an organization in order to procure the list of materials. To get an approval a request document called Purchase Requisition which contains information such as materials,
services, required delivery date and quantity needs to be prepared. Purchase Requisition is an internal document which is nothing but a request made to the purchasing department
in an organization to procure the list of materials in the right time of the required quantity. It can be created automatically by the system or manually.
It can be created manually in SAP by using transaction code ME51N.
Purchase Requisition can be created for the following procurement types:
Standard: Getting finished material from the vendor.
Subcontracting: Providing raw material to the vendor and getting finished material.
Consignment: Procuring material that is kept in the company’s premises and paying to the vendor for that.
Stock transfer: Getting material from within the organization.
External service: Getting services like maintenance from a third-party vendor.
Once the purchase requisition is approved by the purchasing department, it will be converted to the Purchase Order. Purchase Order is an external document issued by the purchasing
department to the vendor which describes the interest of a buyer to buy a certain quantity of a material at a certain price from a specific vendor. The purchase order is created
with a reference to the purchase requisition documents generated by SAP during the procurement cycle using transaction code ME21N.
Create Purchase Requisition:
Steps to Create Purchase Requisition on SAP ERP-
Step 1:
Enter transaction code ME51N in SD Master Data Screen or Navigate to the following path Logistics -> Materials Management -> Purchasing -> Purchase Requisition -> Create
Step 2:
Fill in all the following required fields
1.Purchase Requisition document type as NB Standard.
2.Source determination can be ON or OFF.
3.Header note.
4.Material, quantity, plant, fixed vendor, and purchasing organization.
Click on Save.
Step 3:
A new purchase requisition will be created.
Purchase requistion number 0010016019 created.
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Convert Purchase Requisition to Purchase Order:
Purchase Order from purchase requisition can be created by following below steps:
Step 1:
Enter transaction code ME21N in SD Master Data Screen. Here is the Cheat Sheet on SAP SD Database Architecture!
Step 2:
There are two ways to create a purchase order from purchase requisition.
First Way:
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Click on Purchase Requisitions from the dropdown of the Selection variant.
Enter purchase requisition number for which you want to create purchase order.
Integrate-SAP-ECC-ERP-and-Ecommerce-store
Click on Execute.
Now drag the standard reference Purchase requisition to the cart next to NB Standard PO.
Verify all the details and do the changes accordingly.
Second Way:
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Fill in all the following required fields.
1.Purchase requisition document type as NB Standard.
2.Vendor.
3.Purchase Organization, Purchase group, Company code under Organization Data tab.
4.Purchase requisition number.
Click on Enter.
Step 3:
Click on Save.
Step 4:
The standard purchase order will be created from standard reference purchase requisition.
Standard PO created under the number 4500017460
Conclusion:
By following the above steps, you can create a purchase requisition and convert it to purchase order manually in SAP.
We sincerely hope that this was useful and any comment of feedback will be very helpful.
Now, you can easily integrate your SAP ECC with Ecommerce Store/CRM to automate the business process!
https://www.appseconnect.com/purchase-requisition-in-sap-ecc/
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16* Goods Receipts(MIGO)
How to Create Goods Receipt in SAP: MIGO, MB1C, MB03
To create goods receipt, you can use MIGO or MB1C transaction.
Mostly people use MIGO as it's designed to have all the options for all of the movement scenarios.
Step 1)
1.Execute the MIGO transaction.
2.Choose A1 – Goods receipt process.
3.Choose R01 – Purchase order.
4.Enter your purchase order number here.
5.Click on execute button.
Step 2)
Our material is transferred to the item overview section.
Choose posting and document date (recommended t stay as today like it's default).
Step 3)
1.You can choose on the header level – Vendor tab to view vendor information.
2.If you click on the line item number, you will see several tabs in the bottom of the screen appear, and you can choose any of those to view some specific information about the item.
3.If you choose Material tab, you will see the general material data.
Step 4)
Check the Quantity information in this tab. You can do goods receipt for less than the initial value if you change it. You will still see the ordered quantity in the bottom of the screen.
Step 5)
The next tab contains information about the destination for the goods.
1.You can see the movement type used for receipt process,
2.Destination plant and storage location,
3.As well as stock type upon receipt. We can see that this material is going to be posted to quality inspection (this indicator is set in material master and has been referenced in earlier topics), so it will not be available for use until confirmed to be in satisfying quality.
4.There's also information about goods recipient and unloading point.
If you need to change the storage location, or override the stock posting type, you can do it here..
Step 6)
You can find purchase order related data in this tab.
1.You can change the update type for delivery completed indicator (on the purchase order). It is set to be automatically updated upon posting, but you can change it if your process requires a different approach.
2.After review of all of the tabs, and after you have assured that your data is accurate, you can flag the items as OK. Now you can post the document.
Upon posting, you will see that material document has been generated.
* Material document 5000023571 posted
Now you can check the material document by using transaction code MB03.
1.Execute the transaction MB03.
2.Enter material document and document year.
3.Press ENTER.
You can see some basic information about the document and items.
Double click the item.
On item details, you can see some additional item information.
You are done with posting the goods receipt. The process is the same for the production order, as well as for the inbound delivery.
https://www.guru99.com/how-to-create-goods-receipt.html
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06302020
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Sap - file - AL11 folder - Biztalk - 3rd part - middle ware
ariba -3rsd - Sap - text dat idoc, xml - bnk -txt, xml
inbound processing - txt
outboud processing - txt
Automated : Timestamping - text file : support & development
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