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SAP SD-E1 Sales Template
SAP SD-E1 Sales Template
PROJECT IDENTIFICATION
Project Name
XXXXXXXXXXXXX
Customer Name
Customer Number
XXXXXXXXXX
NNNNNNNNN
XXXX
DOCUMENT IDENTIFICATION
Author
XXXXX
Solution Manager
Version
Status
Date (DD-MMM-YYYY)
Document Classification
0.1
Final
27-03-2014
Confidential
REVISION HISTORY
Version
Date
Description
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XXXX
India Project Manager
Date (YYYY-MM-DD)
Mr.YYYYYY
SAP Project Manager
Date (YYYY-MM-DD)
Mr.ZZZZZZZZZZZZ
India Business Process Owner
Date (YYYY-MM-DD)
Mr. SSSSSSSS
India Business Process Owner
Date (YYYY-MM-DD)
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PROCESS DESCRIPTION................................................................................................................... 5
1.1
2.
1.2
1.3
1.4
1.5
1.6
1.7
1.8
Integration Points......................................................................................................................... 13
1.9
3.
2.1
2.2
2.3
Workflow...................................................................................................................................... 18
3.2
3.3
Interfaces..................................................................................................................................... 19
3.4
3.5
Enhancements............................................................................................................................. 20
3.6
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Modifications................................................................................................................................ 21
3.8
SOA/Composition........................................................................................................................ 21
3.9
4.
AUTHORIZATION.............................................................................................................................. 21
5.
6.
7.
5.1
5.2
Training Requirements................................................................................................................. 23
SELF-SERVICES............................................................................................................................... 23
6.1
6.2
QUESTIONNAIRE.............................................................................................................................. 23
APPENDIX................................................................................................................................................ 24
Reversal of Process Steps..................................................................................................................... 24
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1. Process Description
1.1 Business Process Requirements
The ABCD vendor Sales process is required in the system by business, the ABCD production is entered
manually in the ABCD location (The ABCD stocks treated as Non-Valuated stocks). The ABCD sales are
treated as in transit sales process which happens against the E1 form. The PO is raised from the
Samarlakota plant in between they receive the order from the customer the vendor move the goods to the
customer location with E1 form. The customer is invoiced with C form 0 taxes. This process is used to avoid
the double taxation.
In the current system the stocks are taken into the Samarlakota plant and sending the goods to the
customer. The current requierement is the goods should not come to the plant in the system. Goods are
removed to the customer from the vendor place.
Reporting requirements, profitability analysis of the ABCD Materials and E1 assessment reports from the
system.
The excise duties are not involved in this process the taxes are exempted under the C form issuance with
tax rate 0.
The material liability lies with vendor the material ownership transferred to the Ship to once the goods moved
from the vendor location to customer.
.
Benefits :
Tracking of the entire cycle from the sales order to vendor payment , PO item prices are loaded to the Materials .
Easy to anlasis the profitability of the ABCD E1 sales materials and E1 assesment report can be generated from the
system.
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All the ABCD materials are maintained as Third party items the separate material codes are maintained based on
vendor specifications the source list is checked in the material master and the source list is maintained.
The Item category BANS -Third-party item is maintained in the Materials the pricing procedure ZIN001 is used to
calculate the Prices in the ABCD sales documents. The Materials are treated as Third party materials .
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Description
Retailer -Tiles
Sanitary ware
Export Orders
Number Range
1000000001
1999999999
1000000001
1999999999
3000000001
3999999999
Delivery type
Delivery Type
Desc
OB Delivery
Number range
From
To
ZLFA
8000000000
9999999999
Number range
3
From
ABCD Specific
Numbers
To
Billing Type
Billing Type Desc
Invoice
The following figure shows the delivery document types created from the sales document types and the billing
document types created from the delivery document types
Billing
ZOR
ZMRB
ZLFA
Copyright 2011 SAP AG. All rights reserved
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ZLFA
ZMRB
PR00
ZFRT
K007
ZADP
Any Manual Changes in Sale order will trigger Work Flow Approval ie changes in any Pricing Condition, Incoterm,
payment Terms etc.
Box/ Pallet
Number of Boxes/ Pallet per Deliver line item as per batch will be picked by system automatically at the time of creation
of outbound delivery, depend on the packaging instruction maintained in system .
Incoterm
Below Mentioned Incoterm will be created and maintained in Customer Master in SAP.
EXWORKS / EXFACTORY
FOB (Onboard upto local sea port)
C&F (Upto destination sea port)
CIF (Upto destination sea port including insurance)
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Payment terms
Below Mentioned Payment will be created and maintained in Customer Master in SAP.
Material reservation
The Materials are reserved to the sales orders the stocks are treated as a special stocks in the
system.
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External
Process
Reference
Set Credit
Limit
Credit
Management
Sales
Quotation
(optional)
Sales
Order Entry
Sales
Quotation
(Optional)
Review
Blocked
Sales
Orders
Purchase
requisition
Credit
Management
Business
Condition
Transaction
Code
Expected
Results
Credit Limit
for Customer
xxxx has
been set.
Customer
request
for
material
Sales
Administrator
VA01
Sales order
is released.
Auto
Generated
ME52N
Purchased
Order
Materials
Management
Release
Purchase
Order
release
Logical
Good
receipt
Note
Post the
Vendor
Invoice
Create
customer
invoicw
Billing
Business
Role
ME21N
ME29N
Material
shipped
invoice
Warehouse
Clerk
MIGO
FI Team
MIRO
FI team
VF01
Billing
Administrator
VF04
To view the
PR it cant
changeable
PR are
converted to
Purchase
orders
The Release
Authority will
release PO
To book the
consumption
of the
Materials
Posting the
Vendor
invoice
Create the
Customer
Invoice and
post the
invoice
Billing is
carried out.
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Process
Step
External
Process
Reference
Sales:
Period End
Closing
Operations
Closing the
Open
Purchase
order for
Part
quantitys
Sales: Period
End Closing
Operations
Business
Condition
Business
Role
Transaction
Code
Expected
Results
MM : Period
End closing
operations
Location name
Location
Country
Number of Users
India
10
Point of Contact
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Integration Points
ID
Integration Point
SAP Component
Data Element
Credit Master
Management
FICO
Credit Master
Vendor Invoice
posting
FICO
Customer Invoice
posting
FICO
Posting the
customer invoice
Creating the PO
MM
Create the
Purchase order
MM
Material Master
Management
MM
Material Master
Contacts
System will Run the credit check, if credit limit not available then block Sale Order
After doing the invoice the stocks should reduce from the ABCD plant (This is not a standard
functionality) this development is treated as change request.
The standard workflow is used to release the sales order the Workflow is WS90000005ZSD_SO_WF
E1 Sales report is not part of the standard report it is a development.
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Distribution Channel
The distribution channel represents the channel through which salable materials or services reach
customers. Typical distribution channels include wholesale, retail and direct sales.
Distribution Channel is used when processes like order entry are totally different
Distribution Channel enables differences in Customer, Material, and Pricing master data
Distribution Channel promotes segregation of duties
Distribution Channel facilitates reporting (example, Inter Company for assigning revenue in CO-PA)
Division
In the SAP System you can define a division-specific sales organization. Product groups, i.e. divisions, can
be defined for a wide-ranging spectrum of products.
For every division you can make customer-specific agreements on, for example, partial deliveries, pricing
and terms of payment. Within a division you can carry out statistical analyses or set up separate marketing
procedures
Sales Area
SD is organized according to sales organization, distribution channel and division
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Sales Area is any configured combination of the organizational units Sales Organization, Distribution
Channel, and Division
All sales document processing is for a Sales Area
Shipping Point
Shipping points are defined in the SD organizational master data setup. They are the top level of the
organization in shipping. Deliveries are always initiated from exactly one shipping point. A shipping point is
assigned one or more plants and can be subdivided into several loading points.
Shipping points are independent organizational units that are linked to a plant and represent the point of
departure or receipt of materials. A plant may have many shipping points. A delivery is created from one
shipping point only
Sales Area
Customer Master
Material Master
Pricing Master
Standard Order Document types should be configured to address the customer requirements
Availability check needs to be activated in customizing for accurate stock determination during the order entry
Automatic price and discount should be proposed during the order entry via customizing. Should be able to
modify certain prices during the order entry
Free Goods functionality needs to be configured for giving goods free along with main order
Below are the Configured Consideration for this Blue Print Process
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Core Configuration
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ID
1
Description
10
11
12
IMG Activity
Sales and Distribution
Sales Sales Documents
Sales Document Header
Define Sales Document Types
Sales and Distribution
Billing Billing Documents
Define Billing Types
Sales and Distribution
Sales Sales Documents
Sales Document Header
Define Sales Document Types
Sales and Distribution
Sales Sales Documents
Sales Document Header
Assign Sales Area to Sales
Document Types
Sales and Distribution
Sales Sales Documents
Sales Document Item
Define Item Categories
Sales and Distribution
Sales Sales Documents
Sales Document Item
Assign Item Categories
Sales and Distribution
Sales Sales Documents
Schedule Lines Define
Schedule Line Categories
Sales and Distribution
Sales Sales Documents
Schedule Lines Assign
Schedule Line Categories
Logistics Execution
Shipping Copying Control
Specify Copy Control for
Deliveries
Logistics Execution
Shipping Deliveries
Define Item Categories for
Deliveries
Sales and Distribution
Billing Billing Documents
Maintain Copying Control for
Billing Documents Copying
Control: Delivery Document to
Billing Document
Logistics Execution
Shipping Basic Shipping
Functions Availability Check
and Transfer of Requirements
Transfer of Requirements
Owner
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13
14
15
16
17
Determination of
Requirements Using
Transaction
Sales and Distribution
Basic Functions Log of
Incomplete Items Assign
Incompleteness Procedures
Sales and Distribution
Basic Functions Output
Control Output
Determination Output
Determination Using Condition
the Technique Maintain
Output Determination for
Billing Documents Assign
Output Determination
Procedures
Sales and Distribution
Basic Functions Output
Control Output
Determination Output
Determination Using Condition
the Technique Maintain
Output Determination for
Sales Documents Assign
Output Determination
Procedures
Logistics Sales and
Distribution Master Data
Output Sales Document
Create
Logistics Sales and
Distribution Master Data
Output Billing Document
Create
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List of Sales
Orders
VA05
Sales Manager
(SAP_NBPR_SALESPERSONM)
List Billing
Documents
VF05
Sales Manager
(SAP_NBPR_SALESPERSONM)
Orders within
Time Period
SDO1
Sales Manager
(SAP_NBPR_SALESPERSONM)
Incomplete
SD
Documents
V.02
Sales Manager
(SAP_NBPR_SALESPERSONM)
List of open
purchase
orders and
PRs
ME2
N
Procurement Team
SAP_MM_PUR_BUYER
Sales Sales
Orders
Reports List
of Sales
Orders
Sales Sales
Orders
Reports List
Billing
Documents
Sales Sales
Orders
Reports
Orders within
time period
Sales Sales
Orders
Reports List
of Incomplete
Sales Orders
A list of all
selected sales
orders is
displayed.
A list of all
selected billing
documents is
displayed.
A list of sales
orders within a
specific time
period
A list of all
incomplete
documents on
the basis of the
specified
selection criteria
is displayed.
A list of open
POs and open
PRs
3.3 Interfaces
N/a
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3.5 Enhancements
Below are the Must field Requirement from Sales, if the Fields are not available in material Master or in SAP Standard
Sales Order then the fields need to be Customized
1
2
3
Size
Scheme
code
33x50RB
Plant wise number series the Z table has been maintained with combination of sales area and plant with
number range intervals .
Custom Field addition in Outbound delivery- Warehouse will enter the detail manually in system and same
below information will be printed on the Loading Slip.
Truck Number
Container Number
Driver License
xxxxxxx
xxxxxxxxxxxxxxxxxx
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
Material Reservation
Standard functionality of Material reservation will be enhanced and below fields will be added in the standard
functionality.
Date: From ______ To ________
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Common form name Form type Used in process step Output Type Technical name
BA00
YBUS_SDORC
Sales Invoice
RD00
YBUS_SDINV
SmartForm Billing
3.7 Modifications
N/a
3.8 SOA/Composition
N/a
3.8.1
Business Domain
3.8.2
Process Component
3.8.3
Service Model
3.8.4
4. Authorization
Authorizations
ID
Authorization
Data Objects
(TA code)
Reason
Employee
(Professional User)
SAP_NBPR_EMPLOYEE_S
Assignment of
this role is
necessary for
basic
functionality.
Sales Administrator
SAP_NBPR_SALESPERSON_S
# of employees
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Warehouse Clerk
SAP_NBPR_WAREHOUSECLERK_S
Delivery Creation
Picking (optional)
Picking (optional)
Assign Serial
Numbers
Post Goods Issue
Billing Administrator
SAP_NBPR_BILLING_S
Billing
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2. Self-Services
2.1 Employee Self-Services (ESS)
N/a
3. Questionnaire
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Appendix
Reversal of Process Steps
In the following section, you can find the most common reversal steps that you can take to reverse some of
the activities described in this document.
Transaction code
( SAP GUI)
Reversal:
Transaction code
( SAP GUI)
Business role
Business role menu
Comment
VA01
Delete Sales Document
VA02
Sales Administrator
(SAP_NBPR_SALESPERSON_S)
Sales Sales Orders Sales Order Processing
Change Sales Order
Select menu Sales Document > Delete
PR Change
ME52N
Change Purchase Requisition
ME52N
Procurement team
( )
Billing
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Transaction
code ( SAP
GUI)
Reversal:
Transaction
code ( SAP
GUI)
Business role
Business role
menu
Comment
VF04
Cancel Billing document
VF11
Billing Administrator
(SAP_NBPR_BILLING_S)
Sales Billing Change Billing Document
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