STANDARD SALES

1)Create Inquiry: we created an Inquiry Document ZZIN by specifying the Fields as:
aDocument Category as Awhich specifies as Inquiry
b)we created an Number range code :01 for the Inquiry document from the range 00001 to 9999 and
assigned it to the field Number range internal assignment in Sales Document to generate inquiry
document numbers.
c)we specified the Item Number increment and Sub Item increment as 100 &1 respectively.
d) We checked the Field check Division to gives warning message if any division is deviated from header
to Item Division.
e) As there is no need of checking the credit limit and blocking the processing group at these Inquiry
level
f)As there is no point of required the data about the Billing data and shipping data at these level.
g) We created an Item Category for inquiry: ZAFN and specifying the Fields as
i.Pricing as Relevance for standard item specified in Item
ii.we Checked the schedule line allowed fields to know the delivery date based on availability check.
iii.we checked the fields like Weight/Volume relevance, Credit active
h)We created an Schedule- Item Category for inquiry: ZAT
2)creating Quotation
we created an quotation Document ZZQT by specifying the Fields as:
aDocument Category as Bwhich specifies as quotation
b)we created an Number range code :03 ,from the range 10000 to 19999 and assigned it to the field
Number range internal assignment in Sales Document to generate quotation document numbers
c)we specified the Item Number increment and Sub Item increment as 100 &1 respectively.
d) we checked the Field check Division to gives warning message if any division is deviated from header
to Item Division.
e)As there is no need of checking the credit limit and blocking the processing group at these
quotation level
f)As there is no point of required the data about the Billing data and shipping data at these level.
G)We created an Item Category for inquiry: ZAGN and specifying the Fields as
i.Pricing as Relevance for standard item specified in Item
ii).we Checked the schedule line allowed fields to know the delivery date based on availability check.
iii).we checked the fields like Weight/Volume relevance, Credit active
h) We created an Schedule- Item Category for inquiry: ZBN
3)create Standard sales order:
As per client requirement, Quotation is created manuallu in LEGACY system and sent the
quotation Via MS Outlook(in Electronic Form) to create Sales order in sap system, Using I-
Docs(Intermediate Documents/Business Documents).
For this,we created an sales Document ZORD by specifying the Fields as:
aDocument Category as cwhich specifies as order
b)we created an Number range code :05 from the range 3000000 to 999999 and assigned it to the
field Number range internal assignment in Sales Document to generate order document numbers
c)we specified the Item Number increment and Sub Item increment as 100 &1 respectively.
d) we checked the Field check Division to gives warning message if any division is deviated from header
to Item Division.
e)we check the field the credit limit using automatic credit control and specifies 01 in credit group to
block sales order for High risk customers if credit limit exceeds.
f) we created an Incompletion procedure at header level for the fields:Enter Po Number, check
purchase order number, Terms of Payment and at item level for the fields: order quantity, Delivering
Plant, Shipping conditions, Requested delivery date.
The system will not allow the user to save the document if any fields missed, for this we
checked the field: incompletion messages.
g) )we specified the ZLF in delivery type document for the ZORD document as delivery is created with
reference only and we specified the reason as Credit Limit exceeded in Delivery block in sales
document ZORD, if delivery is blocked on credit basis.
h)Authorization is given to sales admin to create the sales order & to change the payment terms,
requested delivery date and price & Partner Functions if required with the help of BASIS
To change the partner functions in sales document type ZORD, we un-check the field Not
Modifiable in partner determination procedure.
Partner determination Procedure:
After creating the Inquiry document, we defined a and assign that partner determination
procedure to Document type and Item category to get the partner functions at Header level and item
level
I)We created the item category ZTAN, with the check fields Credit active, weight /volume, business data,
determine cost,schedule line allowed and specified the Billing relevance as delivery related billing and
pricing as relevance.
j) we created a schedule line category ZCP with the specification Movement type as 601 for goods
issue and check the field item relevant for delivery, Requirment/assembly & availability to transfer the
data to the inventory management & to know the requested delivery date based on availability check.
k)During the sales order creation, if any issue related to Credit Basis, approvals should be done at four
levels
LEVEL1

LEVEL2

LEVEL 3

LEVEL 4
For the approval process, we need to create a work Flow with the help of ABAPERS using
WRICEF objects
4)Create Delivery:
1)We created ZLF Delivery type for standard sales delivery with document category as J
2)We created internal number range code:29 ranges from 80000000-9999999 and assigned that 29
code in the field Number range internal assignment in delivery type ZLF to generate delivery
document numbers.
3) we check the field automatic batch determination to get the details of Batch Management in
Material Master in delivery item category group and check the Field Relevant for picking & determine
storage location and uncheck the No batch Check field in Delivery item category
5)Post Goods Issue:
As per client requirement, ware house Management is also used in the project
Sales
manager/AGM
director
Finance
Credit
controller
1)we used the standard picking condition MALA to determine the picking conditions based on
Plant, Shipping point & storage conditions and specified it in storage location rule in Delivery document
TypeZLF and checked the fields determine Storage location & Relevant for picking in Delivery item
category ZTAN.
2) As soon as goods issued, to reduce in the inventory management from storage location, we
specified the Movement type 601 in schedule line category ZCP.
3)After the Material document generated, the Finance department will update the G/L account
based on posting keys specified in revenue account determination to the corresponding G/L accounts.
We can use the transcation code VL06G to see all the list of delivered to be picked,
due for goods issue,due for loading.
Copying controls for creating delivery with reference to sales order:
We maintained copying controls at header level & item Level with
Header: 1)we specified copying requirements routine 1 to copy the data from orderZORD to
deliveryZLFAnd data transfer routine1copy the data from sales document to delivery at header level
and Routine51 in combination requirement Field to have same billing type to combine multiple orders
to create single delivery.
2)we checked the Field copy item number to copy the item number for materials from sales document
to delivery document based on item number increment specified in sales document typeZORD.
Item: 1)we specified routine 101 in order combination field to satisfy the condition delivery of an item
should not be completed & delivery related data should not be completed in reference sales order
documentZORDand data transfer routines699 &2 to copy the general data and business data into
the delivery document ZLF from sales document.
To copy the Business data, we checked the field Business data in Item category
Type ZTAN.
2)To Display the delivery documents created with delivery document type ZLF with reference to sales
document using ZORD, we checked the Field Update Document Flow.
6)INVOICE Creation
1) We created Invoice ZF2 with reference to deliveryZLF and assigned internal number
range code: 19 which ranges from 100000-999999 to generate billing documents numbers.
2) We specified document category as M in document category and specified 01Negative
posting to rectify the wrong entries at the same period if exists.
3) The values are updated by Finance department using accounting document with the posing
keys 01 to debit the payer account and 50 to credit for the company revenue account
based on Revenue account determination procedure maintained.
Copying controls for creating Invoice with reference to Delivery:
We maintained copying controls at header level & item Level with
1)we specified the copy requirements routines to satisfy the condition and data transfer
routines to copy the general data, Business data & partner data based on client requirements.
2)To Display the invoice documents ZF2created with reference to delivery document using
ZLF, we checked the Field Update Document Flow.
3) we checked the Field copy item number to copy the item number for materials from
delivery to Invoice based on item number increment specified in delivery document typeZLF.