How To Create Sales Order: SAP VA01

Background:

A ‘Sales Order’ is a contract between a Customer and a Sales organization for

supply of specified goods and/services over a specified time period. All relevant
information from 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 case, all the initial data from the
preceding document is copied to the sales order. T-code -VA01.

Step 1)

1. Enter T-code VA01 in command field.

2. Enter order type OR for Standard order.
3. Enter Sales organization / Distribution Channel / Division in
Organizational Data block.
4. Click on create with reference button,for create sales order from Inquiry /
Quotation.

Step 2)
 1. Enter quotation number in quotation tab.
2. Select copy button.

Step 3)

1. Enter Ship-To-Party / PO number / PO date.

2. Enter Req. delivery date.
3. We can change order quantity.
4. Click on save button.
Step 4)

A Message "Standard Order 2000958 has been saved " is displayed.

How To Create Debit Memo in SAP

Background:

Debit Memo Request is a sales document used in sales document processing to

request a debit memo for a customer.

Example scenario, a debit memo would be created when price calculated is low
due to wrong rates selected.

A debit memo can be blocked ,so that it can be checked & after approval of debit
memo,we can process debit memo.
Step 1)

1. Enter T-code VA01 in Command field.

2. Enter in Order Type Debit Memo Request.
3. Enter Sales Organization / Distribution Channel / Division in sales
organization tab.
4. Click on Create With References Button.

Step 2)

1. Enter Sales Order no for references to create demo memo request in order
tab of pop up window.
2. Click on Copy Button.
Step 3)

1. Enter Purchase order no.

2. Enter Billing Block(Reason for debit memo) .
3. Enter Pricing Date(Pricing date is the date in which the condition records
are accessed).
4. Enter Billing Date.
5. Enter Target quantity( quantity for which we creating debit memo).
Step 4)

Click on save button.

A message "Debit Memo Request 700000 has been saved" is displayed.

How To Create Credit Memo in SAP

What is Credit Memo?

It's a sales document used in complaint processing to request credit to

customer.Below are some situation for issue credit memo -

 The Price calculated for customer is not correct,e.g. discount is not

included in sales document for customer.
 Quantity is not correct in sales document.
Step 1)

1. Enter T-code VA01 in command field.

2. Enter order type field value as credit memo request .
3. Enter Sales Organization / Distribution Channel / Division in
Organizational Data.
4. Click on Create with References Button.

Step 2)

1. Enter order no in Order tab of Pop Up.

2. Click on Copy Button.
Step 3)

1. Enter Billing Block / Pricing Date / Order Reason and Billing Date in sales
tab.
2. Enter Material and Target Quantity for which we want to create Credit
Memo.
Step 4)

Click on Save Button .

A message will be displayed " Credit Memo Request 60000189 has been saved'.

How To Create Sales Document Type in SAP

Sales Document Types.

Sales Documents Types is a 2 character indicator, by which system process

different documents in different way.SAP provides many standard sales
document type. Sales documents types are used in-

 Pre - sales activities (inquiry /quotation ).

 Sales Order.
 Sales Contract.
 Customer Complaint.

In Sales order there are three levels –

1. Header level data

2. Item level data
3. Schedule level data

In SAP several standard sales documents types are available.We can create
custom sales document type by T-code-VOV8.

Create Internal No. Range for sales document type.

VN01 is T- code for creation for Internal No. range. We will use this internal no.
in step-3.

1. Enter T-code VN01 in command field in a new sap session.

2. Click on Create button for interval .
 1. Click on +Interval Button to create new interval range.
2. Enter From number / To number / current number / leave blank Ext
which stands for External Number Range.
3. Click on save button.

A Message "The changes were saved" is displayed.

Step 1)

1. T-code for sales documents type is VOV8.

2. Sales document types list.
Step 2)

To Create new Sales document type click on

 Enter sales document type .

 Enter sales document categ from possible entries list.

This screen have multiple section as above-

1. Number System
2. General Control
3. Transaction Flow
4. Scheduling Agreement
5. Shipping
6. Billing
7. Requested Delivery Date
8. Contract
9. Availability Check
 We will enter data in Number System / General control / Transaction flow /
Shipping Section.

Step 3) Number System

There are two method for define no. range for Sales Document.

 Internal Assignment - This assignment works internally and number for

sales document generate automatically.
 External Assignment - This assignment works externally. e.g. in below
picture number start from 02.

Step 4) General Control

 Enter value in Check credit limit / Credit group / Output application field
from possible value list/ check Item Division / Read info record.

Step 5) Transaction Flow

 Enter value in screen sequence grp. / transaction group / document

pricing procedure.
 Enter value in field Display range / Fcode / quotation msg. / Outline
agreement msg.
Step 6)

 Enter value in delivery type filed from possible list entry.

 Enter ship cost info profile from possible list entry.

Step 7)

Click on Save Button.

A Message "Data was saved".

Create Picking, Packing & PGI (Post Goods

Issue): SAP LT03, VL02N
What is Picking?

It is necessary to prepare correct quantity and quality of goods as specified in

sales order for shipping on schedule as required by the customer. Material
picking is done by warehouse management(WM). WM picking is done via
transfer order. The transfer order is the basis for the picking list, it is used to
withdraw the ordered goods from stock. There are three ways of picking-

1. Pick Delivery individually.

2. Picking can be scheduled to run at per-defined intervals.
3. SAP SD module can be configured to execute picking automatically.

What is Packing?

Packing function is used to exchange product data between suppliers and

customers. The packing of product is done by the packing material. These
packing materials need to be created in the material master with material type
“VERP”. Packing can we done in SAP in two ways-

1. Manual Packing
2. Automatic Packing

There are many Steps in packing function like manual packing and auto packing
with single level and multilevel packing.

What is Post Good Issue (PGI)?

Post goods issue is the last Step of delivery/shipment processing. Herein,

ownership of the goods transfer to the customer and the stock is updated. The
carrier in turn transfers the ownership to the final customer once goods are
delivered.

Steps for Picking ,Packing and PGI are as below-

1. Create outbound delivery with reference to sales order.
2. Create picking request.
3. Creating Packing.
4. Create PGI.

Step 1) Create Outbound delivery

1. Enter T-code VL01N in command bar.

2. Enter Shipping Point.
3. Enter Selection Date and sales order.
Click on save button.

A message "Delivery 80016014" has been saved.

Step 2) Creating Picking Request

1. Enter T-code LT03 in command field.

2. Enter warehouse Number / Plant / Delivery and press enter .
Click on save Button.

A Message" Transfer order 0000002638 created" will be displayed.

Step 3) Create Packing

1. Enter T-code VL02N in command field.

2. Enter outbound delivery no,which was created earlier.
3. Click on Pack button.
In the next screen,

1. Select Tab "Pack material"

2. Enter packing material detail.

Click on save button.

Step 4) Post Good Issue (PGI).

By PGI (Post Goods Issue) the owner ship of the material or goods will be
changed from company to the customer.

1. Enter T-code VL02N in command field.

2. Enter Outbound Delivery number.
3. Click on Post Goods issue Button.
A message "Replenishment dlv. has been saved" is shown. When we do PGI , two
documents will be created-

 Material document (Regarding stock reduction)

1. Enter T-code MB03 in command field and Enter sales order no in sales
order field and execute the report.
2. Material document will be displayed .

 Accounting document (Cost of goods sold will credited and stock value will
be debited.)

1. Enter T-Code S_ALR_87014387 in command field.

2. Enter Material code.
3. Click on execute button.
Create Picking, Packing & PGI (Post Goods
Issue): SAP LT03, VL02N
What is Picking?

It is necessary to prepare correct quantity and quality of goods as specified in

sales order for shipping on schedule as required by the customer. Material
picking is done by warehouse management(WM). WM picking is done via
transfer order. The transfer order is the basis for the picking list, it is used to
withdraw the ordered goods from stock. There are three ways of picking-

1. Pick Delivery individually.

2. Picking can be scheduled to run at per-defined intervals.
3. SAP SD module can be configured to execute picking automatically.

What is Packing?

Packing function is used to exchange product data between suppliers and

customers. The packing of product is done by the packing material. These
packing materials need to be created in the material master with material type
“VERP”. Packing can we done in SAP in two ways-

1. Manual Packing
2. Automatic Packing

There are many Steps in packing function like manual packing and auto packing
with single level and multilevel packing.

What is Post Good Issue (PGI)?

Post goods issue is the last Step of delivery/shipment processing. Herein,
ownership of the goods transfer to the customer and the stock is updated. The
carrier in turn transfers the ownership to the final customer once goods are
delivered.

Steps for Picking ,Packing and PGI are as below-

1. Create outbound delivery with reference to sales order.
2. Create picking request.
3. Creating Packing.
4. Create PGI.

Step 1) Create Outbound delivery

1. Enter T-code VL01N in command bar.

2. Enter Shipping Point.
3. Enter Selection Date and sales order.

Click on save button.

A message "Delivery 80016014" has been saved.

Step 2) Creating Picking Request

1. Enter T-code LT03 in command field.

2. Enter warehouse Number / Plant / Delivery and press enter .

Click on save Button.

A Message" Transfer order 0000002638 created" will be displayed.

Step 3) Create Packing

1. Enter T-code VL02N in command field.

2. Enter outbound delivery no,which was created earlier.
3. Click on Pack button.
In the next screen,

1. Select Tab "Pack material"

2. Enter packing material detail.

Click on save button.

Step 4) Post Good Issue (PGI).

By PGI (Post Goods Issue) the owner ship of the material or goods will be
changed from company to the customer.

1. Enter T-code VL02N in command field.

2. Enter Outbound Delivery number.
3. Click on Post Goods issue Button.

A message "Replenishment dlv. has been saved" is shown. When we do PGI , two
documents will be created-

 Material document (Regarding stock reduction)

1. Enter T-code MB03 in command field and Enter sales order no in sales
order field and execute the report.
2. Material document will be displayed .
 Accounting document (Cost of goods sold will credited and stock value will
be debited.)

1. Enter T-Code S_ALR_87014387 in command field.

2. Enter Material code.
3. Click on execute button.