EC

Step 1: Create Sales Order

To create a sales order, follow the menu path:

Logistics ► Sales and Distribution ► Sales ► Order ► Create

This will produce the following screen.

Menu path

Figure SD1-1

Double-click Create, the next screen to appear is the Create Sales Order: Initial screen (Figure SD1-2)

Figure SD1-2

Enter Order Type OR (Standard order), UE00 (US East), WH (Wholesale), and BI (Bicycles).

Figure SD1-3

Click the Search icon to the righ of Sold-To Party box . This will produce the next pop-up search window shown in SD1-4

Figure SD1-4

Search using the Customer (general) tab. If the Customer tab is not selected, click the Display List icon . Then select the Customers (general) choice as shown. Enter last three digit of your user ID ### in the Search term box, then click the Search icon

Figure SD1-5

A list of customers is shown (Figure SD1-5). After double-clicking on the PHILLY BIKES, you are returned the Create Standard Order: Overview screen (SD1-6). Notice that the PHILLY BIKES ID number appears in the Sold-To Party box.

Figure SD1-6

Enter the PO number (654321) provided by PHILLY BIKES to link between the Purchase Order and Sales Order. Enter PO Date (Today’s date) and Req.delv.date (One week from today). Click the Enter icon , and a warning pop-up widonw will appear (Figure SD1-7)

Figure SD1-7

Click the Enter icon to continue .

Figure SD1-8

On this screen, we will enter the Material we are selling. To find the material number for the Deluxe Touring Bike Black, click the Material box as shown and click the Search icon

Figure SD1-9

Search using the M:Material by descrition tab. If the M:Material by descrition tab is not selected, click the Display List icon . Then select the M:Material by descrition choice as shown. Enter *###* in the Material box, then click the Search icon

Figure SD1-10

Double click DELUXE TOURING BIKE (BLACK). This will return you to the Create Standard Order: Overview screen. Then material number for the DELUXE TOURING BIKE (BLACK) is now displayed in the Material column (Figure SD1-11)

Figure SD1-11

Enter Order Quantity (5) then click the Enter icon .

System will check availability and retrieve Item Number, Total Weight, Net Value and other data.

Click the Save icon to save the Sales Order.

Figure SD1-12

Click on the Cancel button if you have a Print pop-up.

The Standard Order number will be displayed at the bottom of the screen. Write down this number for future use.

Step 2: Creat Oubount Delivery Document

To start the process that will fulfill The PHILLY BIKES’s order, we need to create a delivery document. To do this, follow the menu path:

Logistics ► Sales and Distribution ► Shipping and Transportation ► Outbound Delivery ► Create ► Single Document ► With Reference to Sales Order

This will produce the following screen.

Menu path

Figure SD2-1

Enter MI00 for Shipping Point.

Enter a selection date one week from today (you can use F4 to call up the calendar window).

Then click on the enter icon .

Figure SD2-2

The Outbound Delivery Create: Overview screen is displayed containing the data from the Sales Order (Figure SD2-2).

Click the Save icon to save the Sales Order. By saving the document, the SAP system ensures that the material is available and can meet the delivery date.

After clicking on , a delivery document will be created with a unique document number. Write down this number for future use. (Figure SD2-3)

Figure SD2-3

Step 3: Change Oubount Delivery Document (Pick Materials)

When a sales order is picked, the material is moved from a storage location to the packing area. The picking, packing and shipping activities are accomplished by the warehouse manger.

To record the picking of the material, we change the delivery document. To change the delivery document, follow the menu path:

Logistics ► Sales and Distribution ► Shipping and Transportation ► Outbound Delivery ► Change ► Single Document

This will produce the following screen.

Figure SD3-1

The Outbound Delivery document number should be loaded. If the document number does not load, enter the Oubbound Delivery document number you wrote down at the end of Step 2.

After clicking on the enter icon , you will get the following screen Outbound Delivery Change: Overview(Figure SD3-2).

Figure SD3-2

Notice in the item detail seciont that the Item Overview tab has been selected.

Click on the Picking tab, then enter FG00 for SLoc (storage location) and the appropriate quantity for the picked quantity (5 for DXTR1###). Click on to save the picking information. You should get the following message at the bottom-left corner of the screen.

Figure SD3-3

Step 4: Change Oubount Delivery Document (Post Goods Issue)

After the picking materials, Global Bike Inc. accomplishes packing activity. Posting (Shipping) occurs next.

To post the goods issue (change the possession of the material from Global Bike Inc. to The PHILLY BIKES), follow the menu path:

The menu for this activity Change Outbound Delivery is the same as the Step 3.

Logistics ► Sales and Distribution ► Shipping and Transportation ► Outbound Delivery ► Change ► Single Document

This will produce the following screen.

Figure SD4-1

Confirm the Outbound Delivery document number which is already loaded. If the document number does not load, enter the Oubbound Delivery document number you wrote down at the end of Step 3.

With the correct delivery document number filled in, click on the Post Goods Issue icon. You should get the following message at the bottom-left corner of the screen.

Figure SD4-2

Step 5: Create Invoice for Customer

With the delivery complete, the customer can be invoiced. This activity creates an invocie for DELUXE TURING BIKE (BLACK) and the invoice is sent to the customer. To do this, follow the menu path:

Logistics ► Sales and Distribution ► Billing ► Billing Document ► Process Billing Due List

This will produce the following screen.

Figure SD5-1

The first screen is the Maintain Billing Due List (Figure SD5-1)

Enter UE00 for Sales Organization and your customer number for Sold-To Party.

Then, click on the Display Bill List icon. This will produce the following screen.

Figure SD5-2

The bill list will be displayed with new bill highlighed like Figure SD5-2

Select you line item and click on Collective billing document, which will produce the following screen.

Figure SD5-3

After you click the Collective Billing Document icon, the background color of this row will disappear. Click on the Cancel button if you have a Print pop-up.

The Maintain Billing List screen now complete. The billing data is automatically saved.

Step 6: Post of Incoming Customer Payment

We sent a bill to PHILLY BIKES in the Step 5. After The PHILLY BIKES mails its payment $15,000, it needs to be recorded. To do this, follow the menu path:

Accounting ► Financial Accounting ►Accounts Receivable ► Document Entry ► Incoming Payments

This will produce the following screen. Post Incoming Payment: Header Data

Menu path

Figure SD6-1

The first screen is Post Incoming Payment: Header Data.

Enter to enter the Today‘s date for the document date. Enter US00 for Company Code, USD for Currency/Rate, 100000 for Account, and 15,000 for amount.

Under Open item selection, enter your PHLLY BIKES customer number (3###) for Account.

Click the Process Open Items button.

Figure SD6-2

The Not assigned value should be 0.00 as shown Figure SD6-2.

If the Not assigned field does not show a 0.00 balance, double-click on the 15,000 amount to assign the payment to the accounts receivable. Then click on the save icon to post the payment. The system will assign a document number automatically.

Figure SD6-3

Click on the exit icon , which will produce the following pop-up window.

Figure SD6-4

There is no data to be lost, so click on the Yes icon to return to the SAP Easy Access menu.

Yes

Step 7: Review Document Flow

The document flow tool links all documents that were used in The PHLLY BIKES‘ sales order. Again, there are many ways to access the document flow tool. One way is to start by displaying the sales order document.

To display the document flow, follow the menu path:

Logistics ► Sales and Distribution ► Sales ► Order ► Display

This will produce the following screen.

Figure SD7-1

The Sales Order document number should be loaded. If the document number does not load, enter the Sales Order document number you wrote down at the end of Step 1.

To access the document flow tool, follow the pull-down menu path:

Environment ► Display document flow

Figure SD7-2

The document flow for The PHLLY BIKES will look like the following (Figure SD7-3).

Review the documents for The PHLLY BIKES‘ order. You may select any document and click on to look at it in detail.

Figure SD7-3

Capture the Document Flow screen and paste into MS-word document. Be sure that your LEARN USER ID is in view (in the menu bar area of the SAP window) and submit on the blackboard.

Standard Order status: completed 12.5 pt.

Outbound Delivery status: completed 12.5 pt.

GD goods issue status: completed 12.5 pt.

Invoice status: completed 12.5 pt.

Accounting document status: cleared 12.5 pt.

Click on the exit icon to return to the SAP Easy Access screen.