Creating a Sales Order

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CREATING A SALES ORDER

Would you like to know more about how an internal sales representative
creates a sales order?

If so, follow this interactive tutorial.

Note: Before you perform the tasks included in the 'Sell from Stock (BD9)'
task tutorial package, you generally complete the following:
 The 'Setting a Credit Limit' task shown in the 'Credit Management
(BD6)' task tutorial package
 The tasks in the 'Sales Quotation (BDG)' task tutorial package

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CREATING A SALES ORDER

(1) To open the app, select the Manage Sales Orders tile.

(2) Choose Create Sales Order.

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CREATING A SALES ORDER

(3) In the Order Type field, open the list.

(4) Select OR (Standard Order).

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CREATING A SALES ORDER

(5) Choose Copy.

(6) In the Sales Organization field, open the list.

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CREATING A SALES ORDER

(7) Select 1010 (Dom. Sales Org DE).

(8) Choose Copy.

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CREATING A SALES ORDER

(9) In the Distribution Channel field, open the list.

(10) Select 10 (Direct Sales).

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CREATING A SALES ORDER

(11) Choose Copy.

(12) In the Division field, open the list.

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CREATING A SALES ORDER

(13) Select 00 (Product Division 00).

(14) Choose Copy.

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CREATING A SALES ORDER

(15) Choose Continue.

(16) Enter the sold-to-party number. For example, enter 10100003 and press Enter.

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CREATING A SALES ORDER

(17) Enter a customer reference number. For example, enter CustPO and press Enter.

(18) Choose More > Goto > Header > Sales.

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CREATING A SALES ORDER

(19) Open the Order Reason list.

(20) On this screen, you can select an order reason. For this tutorial, select Sales Call.

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CREATING A SALES ORDER

(21) Choose Back.

(22) To propose materials for the sales order, choose Propose Items.

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CREATING A SALES ORDER

(23) If a customer frequently orders the same combination of materials, or if you

recommend a particular selection of products for an opening order, you can store the
frequently used data as an 'Item Proposal' document in the system. The item proposal
may also include proposed order quantities.

In this demo, enter the Item Proposal document 50000017 in the Sales Document field
and press Enter.

(24) To adopt the item proposal with the proposed quantity, choose Default with quantity.

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CREATING A SALES ORDER

The item and the quantity is now copied into your sales order. You can
change the proposed quantity as per the customer order.

Note: You can also directly enter the material number and the ordered
quantity in the Items table.

(25) To save the sales order, choose Save.

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CREATING A SALES ORDER

A success message displays the generated sales order number.

(26) To return to the launchpad, choose Home.

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CREATING A SALES ORDER

You have created a sales order.

This concludes the interactive tutorial.

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