Logistics 2vf

AC200
Lesson: Procurement Process
Exercise 28: Purchase Order Processing

Exercise Objectives
After completing this exercise, you will be able to:
Create and process purchase orders for stock material
Display the purchase order form and print it
Business Example
Maintain Personal Settings

Before you create a purchase order you should maintain your personal
default values in the ordering transaction, since you will always work with
certain data.
Call up the transaction Create Purchase Order (Vendor/Supplying Plant
SAP
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SAP
1.
Use
Partner
Task:
Partner
Use
Known) and choose

. On the tab page Default Values,
tab page Purchase Order Header, define the following values for the
organizational data:
Purchasing organization
IDES Deutschland (1000)
Purchasing group
Corporate Purchasing
Company Code
IDES AG
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Internal
Hint: ## = Your group number!
Save your default values.

2.
Create Purchase Order

Order 100 units of material V10 (cylinder head) from your vendor 1006
(Blacks AG) for immediate delivery. Note the following details:
Continued on next page
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Internal
The procurement process for stock material in your company consists of purchase
order, goods receipt, and invoice verification. The purchasing department procures
all materials required. Familiarize yourself with the purchase order processing
for stock material.
2005 SAP AG. All rights reserved.
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Delivery date
Current date
Plant
1000 (Hamburg)
Storage location
0001 (Material stock)
Net price
100 units local currency
Purchase order number:

____________________________________________
3.
Display the Purchase Order
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Work with the document overview and via the icon

selection variant "My Purchase Orders".
Issue Messages
Display your purchase order in the print preview.
Once you are sure that you have selected the correct purchase order and the
data is correct, print your purchasing document.
5.
Maintain Favorites
SAP
Note that depending on the procedure you use, you may get a different list of
your favorite entries.
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Internal
Partner
If you want to rename your favorites, use the right mouse button (Change
Favorites) to change the text.
SAP
Since you frequently work with purchase orders, it makes sense to include
this transaction in your list of favorites.
Use
Partner
4.
choose the
Internal
Display your purchase order again and check whether you have entered
all the data correctly.
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Solution 28: Purchase Order Processing

Task:
1.

Before you create a purchase order you should maintain your personal
default values in the ordering transaction, since you will always work with
certain data.
Call up the transaction Create Purchase Order (Vendor/Supplying Plant
IDES Deutschland (1000)
Purchasing group
Corporate Purchasing
Company Code
IDES AG
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Partner
SAP
SAP
Save your default values.

a)

(Logistics ! Materials Management ! Purchasing)
Use
Tab page Default Values, then tab page Purchase
1000 (IDES Germany)
Purchasing group
100
Company Code
1000 (IDES AG)
Save
your personal default values. These values are used in the
purchase order until you change them.
2.

Order 100 units of material V10 (cylinder head) from your vendor 1006
(Blacks AG) for immediate delivery. Note the following details:
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Internal
Order Header:
Partner
! Purchase Order ! Create ! Vendor/Supplying Plant Known
Internal
. On the tab page Default Values,

Known) and choose
tab page Purchase Order Header, define the following values for the
organizational data:
AC200
Delivery date
Current date
Plant
1000 (Hamburg)
Storage location
Net price
100 units local currency
Purchase order number:

____________________________________________
a)

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Partner
Purchase order type
Standard purchase order
Vendor
1006
In the item overview:
Use
Order quantity
100
SAP
Net price
(proposed)
Plant
1000 (Hamburg)
Storage location
Net price
100
Work with the document overview and via the icon

selection variant "My Purchase Orders".
a)
choose the

Once you have saved your purchase order, remain in the ordering
transaction and open the document overview.
).
As selection variant, choose "My Purchase Orders" (icon
You can display your documents by doubleclicking on the purchase
order number.
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Internal
Display your purchase order again and check whether you have entered
all the data correctly.
Partner
V10
SAP
Material
Use
Item Data: Item 10
3.
Internal
! Purchase Order ! Create ! Vendor/Supplying Plant Known
AC200
4.
Issue Messages
Display your purchase order in the print preview.
Once you are sure that you have selected the correct purchase order and the
data is correct, print your purchasing document.
a)
Issue Messages
! Purchase Order ! Messages ! Print/transmit Messages
(Transaction code ME9F)
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and
5.
Maintain Favorites
Note that depending on the procedure you use, you may get a different list of
your favorite entries.
If you want to rename your favorites, use the right mouse button (Change
Favorites) to change the text.
SAP
Maintain Favorites
SAP
a)
Her you have the following options:
Use
With the right mouse button, click on the required transaction and
choose Add to Favorites.
2) With the right mouse button:
Only
in the toolbar:
Press this icon to include the selected entry in the favorites.

4) Using the transaction code:
Using the right mouse button, click on the favorites folder; choose Add
Transaction and enter the transaction code (purchase order: ME21N).
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Partner
Drag the required transaction from the menu to your list of favorites
using the mouse.
Internal
1) Drag and Drop:
3) Using the button
Use
Partner
Since you frequently work with purchase orders, it makes sense to include
this transaction in your list of favorites.
Internal
Select your document and choose the buttons
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Exercise 29: Goods Receipt Processing

Exercise Objectives
Enter goods receipts for existing purchase orders
Check the purchase order update as a result of the goods receipt
Business Example
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1.
Post Goods Receipt
SAP
Note the details of the delivery note on the following page. Post the goods
receipt and make a note of the material document number.
Use
order, use the search function
Internal
For example, search for your vendor 1006 and/or material V10.
Material document number:
_________________________________________
Partner
Note that the purchase order number is not displayed in the document
overview of the goods receipt transaction. If you want to find your purchase
SAP
The cylinder heads that you ordered are delivered complete and undamaged.
Post the goods receipt with reference to its purchase order in the consumable
inventory of storage location 0001 (material warehouse) in plant 1000
(Hamburg).
Use
Partner
Task:
Internal
As an employee in the warehouse you enter goods receipts in the mySAP ERP
System. In order to compare whether the delivery matches the purchase order, you
enter the goods receipt with reference to its purchase order. Since this also updates
the purchase order history, this enables the buyer to get information about the
status of the delivery direct from the purchase order document.
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Blacks AG
Delivery note
Mainzer Str. 97
66000 Frankfurt/Main
Delivery note number:
LS-A1##
IDES
Old Village Street 13
Frankfurt, [todays date]
Item
Material number
Name
Quantity/Unit
10
V10
Cylinder head
100 units
SAP
SAP
With reference to your purchase order number 450000xxxxx, we are

delivering the following materials:
Use
Partner
22299 Hamburg
Internal
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Hamburg plant
Regards,
2.
Partner
Use
Blacks AG
Display Material Document
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Internal
Display the material document created by posting the goods receipt.
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3.

Display your initial purchase order again and check whether the purchase
order history was updated by the goods receipt. Display the accounting
document for the goods receipt.
4.
Expand Favorites
Add the goods receipt transaction to your list of favorites.
Use
Partner
Internal
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SAP
SAP
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Internal
Use
Partner
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Solution 29: Goods Receipt Processing

Task:
1.
Post Goods Receipt

The cylinder heads that you ordered are delivered complete and undamaged.
Post the goods receipt with reference to its purchase order in the consumable
inventory of storage location 0001 (material warehouse) in plant 1000
(Hamburg).
Only
Note that the purchase order number is not displayed in the document
overview of the goods receipt transaction. If you want to find your purchase
Partner
order, use the search function
For example, search for your vendor 1006 and/or material V10.
Delivery note
Use
Material document number:

_________________________________________
Blacks AG
SAP
SAP
Mainzer Str. 97
Partner
Use
Delivery note number:
LS-A1##
Internal
IDES
Hamburg plant
Only

22299 Hamburg
delivering the following materials:
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Internal
Note the details of the delivery note on the following page. Post the goods
receipt and make a note of the material document number.
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Item
Material number
Name
Quantity/Unit
10
V10
Cylinder head
100 units
Regards,
Blacks AG
a)
Post Goods Receipt
Select your purchase order by using the search function

Purchase Order) or enter the purchase order number.
(Find
Enter Delivery Note G## (## = Groupno.).
2.
Use
Partner
Select Item OK (beneath the detailed data). And post the goods receipt
by choosing the POST pushbutton.
Display the material document created by posting the goods receipt.
SAP

Switch from the goods receipt entry screen to display mode. To do
this, change the transaction from Goods Receipt to Display. The last
material document that you posted is displayed automatically, confirm
it with Enter.
SAP
Use
a)
Internal
Only
(Logistics ! Materials Management ! Inventory Management)

! Goods Movement ! Goods Receipt ! For Purchase Order !
Purchase Order Number Unknown
You can choose an earlier material document by double-clicking in the
Partner
Only
Internal
document overview or you can search for it via
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3.
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Display your initial purchase order again and check whether the purchase
order history was updated by the goods receipt. Display the accounting
document for the goods receipt.
Only
4.
Expand Favorites
Use
Partner
(History).
and click on the icon
You can display the accounting documents from the material document.
In the document header you will find the button ACC Documents on the
tab page Document Info. Use this button to display an overview of the
accounting documents. Select the accounting document.
Add the goods receipt transaction to your list of favorites.
SAP
Drag and Drop

Right mouse button
Switch in the toolbar
Transaction code
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Internal
Partner
Use
SAP
Answer: Expand Favorites

Use one of the options:
Internal
Answer: Display the Purchase Order

You can display the purchase order from the material document. Doubleclick
on the purchase order number in the item overview or on the purchase order
data on the item detail tab page.
In the purchase order, open the details for the required item and display the
detail tab page Purchase Order History.
You can also display the purchase order history for an item direct from the
item detail of the material document. Open the tab page Purchase Order Data
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Exercise 30: Invoice Verification

Exercise Objectives
Enter an invoice in the mySAP ERP System using the Logistics invoice
verification and check that it is correct
Explain the effects of the invoice verification on the update of the purchase
order data
In the invoice verification, enter the invoice from your vendor. Compare the
invoice price with the purchase order price and the invoiced quantity with the
quantity already delivered.
1.
Enter Vendor Invoice
Use
Partner
Task:
SAP
Use
Compare the invoice price and quantity with the data proposed by the system
from the purchase order and the goods receipt. Post the invoice.
Blacks AG
Internal
Mainzer Str. 97
Only
Invoice number: RE-A1##
IDES
Hamburg plant
2005/Q2
Partner
Take the required data from the vendor invoice on the following page.
SAP
Vendor 1006 sends you an invoice for the delivery of the cylinder heads
V10. Enter the invoice using the Logistics invoice verification with the
current date.
Invoice
Internal
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Business Example
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AC200

22299 Hamburg
invoicing
Material
number
Name
10
V10
Cylinder head
10 000 EUR
Total net value
10 000 EUR
Plus 10% tax on

sales/purchases
1,000 EUR
Invoice amount
11,000 EUR
100 units
Price
Use
Partner
Item Quantity/Unit
Internal
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the following items:
The payment terms agreed apply.

Blacks AG
Invoice document number: _______________________________________
Use
Display the Invoice Document
3.
Expand Favorites
Add the transactions for invoice entry and invoice document display from
the Logistics invoice verification to your list of favorites.
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Internal
Display the invoice document created by the invoice posting. Analyze

the purchase order history and make sure that this has been updated
correctly. Also display the accounting document that arose from the invoice
verification.
Partner
2.
SAP
SAP
Regards,
AC200
Solution 30: Invoice Verification

Task:
1.

Only
Take the required data from the vendor invoice on the following page.
Partner
Compare the invoice price and quantity with the data proposed by the system
from the purchase order and the goods receipt. Post the invoice.
Blacks AG
Invoice
Use
Mainzer Str. 97
SAP
SAP
Invoice number: RE-A1##
Use
22299 Hamburg
Partner
Internal
IDES
Hamburg plant
Only

invoicing
the following items:
Item Quantity/Unit
Material
number
Name
10
V10
Cylinder head
100 units
Price
10 000 EUR
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Internal
Vendor 1006 sends you an invoice for the delivery of the cylinder heads
V10. Enter the invoice using the Logistics invoice verification with the
current date.
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AC200
Total net value
10 000 EUR
Plus 10% tax on

sales/purchases
1,000 EUR
Invoice amount
11,000 EUR
The payment terms agreed apply.

Regards,
Blacks AG
a)

(Logistics ! Materials Management)
Current date
Reference
From invoice
Amount
11 000
Tax Amount
1 000
Tax ID
1l (input tax - course 10%)
Choose your purchase order document via the F4 help for the vendor
1006 or enter the purchase order number.
Partner
Use
Post the invoice.

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Internal
2.
SAP
SAP
Invoice Date
Use
Partner
! Logistics Invoice Verification ! Document Entry ! Enter Invoice
Internal
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Invoice document number: _______________________________________
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Display the invoice document created by the invoice posting. Analyze

the purchase order history and make sure that this has been updated
correctly. Also display the accounting document that arose from the invoice
verification.
a)

You have different options for displaying the document.
You can display the invoice direct from the transaction Enter Incoming
Invoice (MIRO) by choosing Invoice Document ! Display from the
menu.
Only
In the purchase order structure - open it via

you can see the purchase order history or you can branch straight to
the purchase order.
3.
Expand Favorites
Add the transactions for invoice entry and invoice document display from
the Logistics invoice verification to your list of favorites.
Use
Partner
a)
SAP
SAP
Choose the accounting document via the button Follow-On Documents

in the accounting documents displayed.
Use
Partner
When you exit the MIRO transaction, choose the following to display
an invoice document: ! Logistics Invoice Verification ! Further
Processing ! Display Invoice Document (MIR4)
Internal
and then enter the invoice number

You can also click on the icon
on the screen that appears (the number of your last invoice is always
proposed).
Expand Favorites
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Internal
Use one of the standard options.
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Lesson Summary
You should now be able to:
Describe how a basic procurement process is handled in mySAP ERP
Discuss the configuration of the account determination with the Purchasing

management project team
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Internal
SAP
SAP
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Internal
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Lesson: Sales Order Management Process

Lesson Overview
This lesson gives you an overview about the basic sales process in the mySAP
ERP System.
Lesson Objectives
After completing this lesson, you will be able to:
Only
Describe how a basic sales process is handled in mySAP ERP

Discuss the configuration of the account determination with the sales project
team
Business Example
Use
Partner
The customer wants to make sure that his knowledge about the integration between
Sales Order Management and Financials is sufficient for him to hold discussions
with experts from Sales Order Management.
Internal
SAP
SAP
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Internal
Use
Partner
Figure 180: Sales Organizations, Distribution Channels
A sales organization is the organizational unit that sells and distributes products,
negotiates terms of contract, and is responsible for these transactions. Every
sales organization represents a selling unit in the legal sense, being responsible,
for example, for product liability and other recourse claims made by customers.
Each Sales order management business transaction is processed within a sales
organization.
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A sales organization must be assigned to exactly one company code. Several

sales organizations can be assigned to the same company code.
Goods are sold by sales organizations using different distribution channels (for
example, retail, wholesale, direct merchandising). A distribution channel can
be used by several sales organizations.
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Internal
SAP
Use
The material master record contains sales data that is defined per distribution
chain.
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Internal
Sales transactions are posted automatically in the company code assigned to the
sales organization.
Partner
A sales organization and a distribution channel form a distribution chain. A

distribution chain can be assigned to one or more plants. The sales organization
sells goods from these plants using the distribution channel of the distribution
chain.
SAP
Figure 181: Distribution Chains ! Plants
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Figure 182: Sales Areas
A sales organization, a distribution channel, and a division can make up a

sales area. The division specifies which products can be sold by the assigned
distribution chain.
SAP
SAP
For every sales area you can negotiate customer-specific agreements on, for
example, partial deliveries or pricing and terms of payment. Within a sales area
you can create statistics or carry out separate marketing activities.
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Divisions can be assigned to sales organizations.
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Figure 183: Credit Control Area
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A credit control area is an organizational unit that defines and checks credit
limits for customers.
The credit control area is either determined by sales areas or company codes.
Several sales areas or company codes can be assigned to one credit control area.
This enables you to check the available credit of customers on a high level.
Use
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Internal
SAP
Example: In response to a customer request, you create and send a quotation.

As part of order processing you create a sales document.
During procurement, the system uses the data defined to determine the supplier
of the goods.
As part of shipping processing, you organize and execute the goods delivery.
In the billing process, you create the invoice and send all the required data to
accounting.
As part of payment processing you check the open items and post incoming
payments.
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Internal
Sales order processing can begin with presales activities.
Partner
The mySAP ERP sales process begins with establishing and maintaining customer
relationships and ends with billing for goods delivered or services provided to
customers. The posting of customer incoming payments is part of the mySAP
ERP application component Financial Accounting.
SAP
Effective sales order processing links all sales activities in a chain of closely
integrated processes. The mySAP ERP application component Sales and
Distribution makes this sales order processing possible. The individual steps in a
sales process are reflected by electronically linked documents.
Use
Figure 184: Overview of Sales Processes
The basis of the sales process is the sales order. After receiving an inquiry
from a customer you have to create a sales order to start the process. The sales
order is generated at the distribution chain level. The ordered items may belong
to different divisions.
SAP
Once you have entered the sales order, the system performs an availability check
for the desired delivery date.
Use
A goods issue document is created in Purchasing Management and an accounting

document is created in Financial to post the goods issue to the correct G/L
accounts.
The last step in Sales and Distribution is billing. A billing document is created
in Sales order Mangement and a printed invoice is sent to the customer.
Simultaneously, an Financial document is created to post the receivables and
revenues to the correct accounts.
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Internal
For the picking process, you can use the warehouse management functions. You
have to create a transport request that then generates the picking request. The
requested goods are taken from the warehouse and prepared for the delivery.
Partner
On the day of shipping, a delivery document is created. The delivery can only
be billed once the goods have been picked from the warehouse inventory and
posted as a goods issue.
SAP
The sales order is an Sales order Management document and does not lead to
posting in Financial Accounting.
Use
Partner
Figure 185: Sales Process
Internal
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The above graphic represents the relationship between the processes in sales order
processing in mySAP ERP. From top to bottom, the sequence represents the order
of events in the sales process.
Sales activities and promotions are documents for sales support in pre-sales.
SAP
Deliveries, transport requests, and transports are documents within 1 processing.
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Internal
The billing document is a document in billing and is the basis for the relevant
accounting documents.
Partner
The goods issue document contains the stock changes and is the basis for the
relevant accounting documents.
SAP
Sales documents are documents entered during pre-sales and order processing.
Examples of sales document types are inquiries, quotations, contracts, scheduling
agreements, and standard orders.
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Partner
Figure 186: Documents in the Sales Processes
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You always create a sales document within a sales order.

An order can however refer to an existing business transaction. For example, one
or more inquiries and quotations can be reference documents. In this case, the
mySAP ERP system copies the relevant data into the order.
SAP
SAP
A quotation can also result in several sales orders. This enables you to summarize
quotations for each customer individually.
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Figure 187: Creating an Order
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Internal
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Figure 188: Sales Document Structure
A sales document has three levels: Header, item, and schedule line. The data is
split over these levels.
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Sales document header

The data in the document header is valid for the entire document. This includes,
for example, customer-specific data.
Sales document items
Each item in the sales document can contain its own data. This includes, for
example, material-specific information and details about the quantities ordered.
Each sales document can have several items, whereby the individual items can
be controlled differently. Examples include material items, service items, free
of charge items, or text items.
To process the sales documents efficiently, the data can be displayed and processed
in different views. The views are grouped into overview, header, and item screens.
You generally enter a new sales document on an overview screen.
Use
Partner
Schedule lines contain information about the delivery, for example the quantity
and date. This information belongs specifically to one item. Each item that has
a delivery in the subsequent Sales order management process must have at least
one schedule line. It can have several schedule lines, for example, if the quantity
purchased is to be delivered in several partial deliveries on different dates.
Internal
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Item schedule lines
SAP
SAP
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Internal
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Partner
Figure 189: Creating a Delivery
You create deliveries for orders that are due for delivery in a shipping point. The
mySAP ERP system copies the relevant data from the order into the delivery.
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You can create one or more deliveries from the order. You can also combine
items from several orders in one delivery. To combine them successfully, the
orders must all have the same characteristics that are essential for the shipping
process, for example:
Shipping point
Due date
Ship-to address
The mySAP ERP system can create deliveries either online or, for example, as a
background job to be executed outside of normal working hours.
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Internal
SAP
SAP
A delivery document has two levels: Header and item. The data is split over
these levels.
The data in the document header is valid for the entire document. This includes,
for example, data for the ship-to-party and the schedules for shipping processing.
Delivery document item
Each item in the delivery document contains its own data. This includes, for
example, data about the material, the quantities and weights to be delivered, and
stock information.
Each delivery document can have several items, whereby the individual items can
be controlled differently. Examples include material items, free of charge items,
or text items.
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Delivery document header
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Use
Figure 190: Delivery Document Structure
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In contrast to the sales the document, the delivery document does not contain any
schedule lines. Each schedule line in a sales document can become an item in
the delivery document.
To process delivery documents efficiently, the data can be read and processed in
different views. The views are grouped into overview, header, and item screens.
Use
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Internal
You create a transport request for a delivery.
Use
In order to optimize picking, you can create picking lists which include all relevant
deliveries. In order to make the work of the picker easier, you can sort the list
according to storage bin and material and total the quantities per material.
The mySAP ERP system can create transport requests either online or as a
background job to be executed outside of normal working hours.
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Internal
The mySAP ERP system can summarize several deliveries in a group of transport
requests, as long as these deliveries have the same warehouse number. You can
restrict the selection of deliveries further, for example via the picking date and
specific shipping points.
Partner
A transport request is created for a warehouse number. Only the deliveries due
for picking are selected. The mySAP ERP system copies the relevant data from
the delivery.
SAP
SAP
Figure 191: Picking
Internal
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Partner
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Internal
Partner
The quantities in inventory management and the delivery requirements in

planning are updated.
The change in value is posted to the stock accounts in Materials Management
(the postings in the related accounting document are based on the clearing
price of the material).
The system creates additional documents for accounting, for example, for
Controlling.
The billing worklist is created.
The status is updated in all relevant sales documents.
SAP
When you post the goods issue the following take place automatically:
Use
SAP
Figure 192: Posting the Goods Issue
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You can create an invoice for an individual delivery or an individual sales order.
You can group invoices using selection criteria such as customer, billing date,
and destination country.
SAP
Payer
Billing date
Destination country
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Internal
The mySAP ERP system can create invoices either online or as a background job
to be executed outside of normal working hours.
Partner
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SAP
The mySAP ERP system can group deliveries in one billing document, provided
these deliveries share some essential billing characteristics such as:
Use
Partner
Figure 193: Creating a Billing Document
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A billing document has two levels: Header and item. The data is split over
these levels.
SAP
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Internal
To process billing documents efficiently, the data can be read and processed in
different views. The views are grouped into overview, header, and item screens.
Partner
SAP
Billing document header

The data in the document header is valid for the entire document. This
includes, for example, data for the payer and the billing date.
Billing document item
Each item in the billing document contains its own data. This includes, for
example, details about the material, the billing quantities, and the net values
of the items. Each billing document can have several items.
Use
Use
Partner
Figure 194: Billing Document Structure
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When you save the billing document, the system automatically generates all the
required documents for accounting. To do this, the mySAP ERP system carries out
a debit posting to the receivables account of the customer and a credit posting
to the revenue account in Accounting.
SAP
Use
The following also occurs when you post the billing document:
416
The status is updated in all relevant sales, delivery, and billing documents
The Sales order management statistics are updated in the Sales order
management information system
The customer credit account is updated
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Internal
Partner
When you save the billing document, you can have the system create additional
documents for Accounting, for example, for the components Controlling (CO),
Profitability Analysis (CO-PA), or Consolidation (EC-CS) .
SAP
The accounting document shows all of the postings in Financial Accounting that
refer back to the price determination in Sales order management, for example,
the receivable in the customer account or the sales revenues and taxes in the
corresponding G/L accounts.
Use
Partner
Figure 195: Effects of the Billing Document
Internal
Only
Partner
Use
Only
Internal
Partner
This provides you with an overview of the progress of your sales processes at any
time and you can answer customer questions quickly and reliably.
SAP
From this list you can display the relevant documents or call up status reports
for the documents.
You can display the document flow as a list of linked documents. All preceding
and succeeding documents are displayed, depending on the document you access
the list from.
Use
The documents in a sales process are linked to each other using the document
flow. This enables you to access the history and the current status of your sales
processes at any time.
SAP
Figure 196: Document Flow in The R/3 System
Internal
Only
AC200
2005/Q2
417
AC200
The goods issued are either valued with the moving average price or the
standard price. This depends on the entry in the Price Control field in the
material master record.
The amount is posted to the account for cost of goods manufactured (debit) and
to the material stocks account (credit).
SAP
SAP
The accounts in MM are determined using automatic account determination.
Use
Partner
Figure 197: Valuation of Goods Issues
Internal
Only
Only
Internal
Use
Partner
Figure 198: Billing Documents
When an invoice is posted in Sales Order Management, an accounting document

is created in Financials. The accounting document has a document number that is
normally different to the number of the Sales Order Management invoice. You
can use the reference and the assignment to trace which document in Sales Order
Management the accounting document is based on.
418
2005/Q2
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The reference number and assignment number in the Financials invoice are
copied from the reference number and the assignment number in the Sales Order
Management billing document.
You can specify which numbers are copied to the Sales Order Management
document as reference or assignment numbers and then passed on to Financials.
Customer purchase order number
Sales order number
Delivery number
External delivery number
Billing document number
When a posting block is set in the Sales Order Management invoice, the system
does not create the Financials document immediately. The invoice must be
released manually or automatically for the Financials document to be posted.
Use
Partner
For each Sales Order Management billing document type you can specify an
Financials document type. If you do not specify a document type, the system
uses document type RV.
Internal
Only
SAP
SAP
The amounts for gross prices plus surcharges and deductions (charges, discounts),
freight costs, and taxes are calculated in Sales order management using a
calculation procedure. As a criteria for the automatic account determination,
account keys are assigned to these amounts to differentiate between the
transactions and assign them to different G/L accounts.
2005/Q2
419
Only
Internal
Use
Partner
Figure 199: Account Keys
AC200
The following account keys are predefined in the standard mySAP ERP System:
ERF Freight revenues

ERL Revenues
ERS Sales deductions
EVV Cash settlement
MWS Tax on Sales and Purchases
Use
Partner
Only
Internal
SAP
Use
Furthermore, in the standard system, the following additional criteria are used:
Sales Organization
Customer Account Assignment Group

You can use the account assignment group to group customers for the
account assignment.
Material Account Assignment Group

You can use this group to group materials for the account assignment.
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Internal
The sales organization is assigned to a company code which determines

the chart of accounts used.
Partner
You can set up posting to revenue accounts using various criteria which are
defined in a field catalog. One important criteria is the account key introduced
earlier.
SAP
Figure 200: Automatic Account Assignment
AC200
Several tables contain G/L accounts that are dependent on different criteria. The
system checks the tables in a defined sequence. If it finds an account that is
assigned to a combination of criteria that agrees with the Sales Order Management
invoice, this account is used for the posting. If the system does not find an account,
it checks the next table which is based on less criteria.
How the account assignment procedure is set up is covered in the course
LO615.
SAP
SAP
Use
Partner
Only
Internal
Figure 201: Automatic Business Area Assignment
Use
For each sales area, you decide which procedure is to be used.
Partner
Internal
The automatic business area assignment can be set up as follows:

Per combination of plant/division
Per sales area
Per sales organization, distribution channel, and item division
Only
2005/Q2
421
AC200
Use
Partner
Only
Internal
SAP
SAP
Only
Internal
Use
Partner
422
2005/Q2
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Exercise 31: Sales Process

Exercise Objectives
Demonstrate your knowledge about the standard sales process in Sales order
management and its link to FI
Business Example
Only
Task 1:
Partner
True or false?
1.
A sales organization can be assigned to several company codes.

!
!
SAP
True
False
The combination of sales organization and distribution channel is called

a sales area.
Determine whether this statement is true or false.
Use
3.
True
False
Partner
!
!
A distribution chain must be assigned to exactly one plant.

4.
True
False
A sales area consists of several sales organizations, one distribution channel,

and one division.
!
!
True
False
2005/Q2
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Only
Internal
!
!
SAP
2.
Use
Internal
The client wants to ensure that your knowledge about the link between Sales order
management and FI is sufficient for you to talk to the Sales order management
team about the configuration.
5.
AC200
The credit control area only permits company code-specific credit control.
True
False
!
!
6.
The Sales Order Management invoice and the Financial invoice have the
same document number.
True
False
!
!
Only
Standard order
1.
Create a sales order
SAP
Make a note of the number of the standard order:

______________________________________________________
Use
Delivery
Hint: The following documents are normally created and processed in

productive operations using collective transactions. For clarification,
execute the individual processing steps here.
1.
Create a delivery
Create the delivery.
Make a note of the number of the delivery:
424
2005/Q2
Only
Internal
On the required delivery date of the customer, shipping point 1000 (shipping
point Hamburg) creates the delivery, the goods are taken from the warehouse
(picking), and the goods issue is posted. Carry out this process.
Partner
Task 3:
SAP
Create the sales order as standard order. The distribution channel used
is the end customer sale. Select cross-division sale as the division. The
customer wants delivery one week after purchase order date.
Use
Partner
The sales organization in Frankfurt (1000), which is assigned to company code

1000, receives an order from the company Baker with the customer number
CUSTOMER## (## = your group number!). The company orders two pumps
of cast steel IDESNORM 170-230. The material has material number P-109.
The purchase order number is 12##, the order date is today.
Internal
Task 2:
AC200
_____________________________________________
2.
Carry out picking

Pick the delivery by creating a transport request for warehouse
management.
The goods are in the Hamburg warehouse (warehouse 010). The process
flow should be controlled by the system.
Make a note of the number of the transport request:
_____________________________________________
Post the goods issue
Go back to the delivery and post the goods issue. Via Environment !
Document Flow go to the document flow to find out the number of the goods
delivery document.
Partner
Make a note of the number of the goods delivery document:

_____________________________________________
Use
Display the goods delivery document. From there, go to the related

accounting document and make a note of the posting record:
Internal
Only
3.
_____________________________________________
SAP
SAP
_____________________________________________
Task 4:
Billing
Use
1.
Make a note of the number of the billing document:

______________________________________________________
Internal
Display the billing document and from there, go to the related accounting
document. What is the posting record?
Only
______________________________________________________
______________________________________________________
______________________________________________________
Task 5:
Transfer the billing data to Accounts Receivable
1.
2005/Q2
Check whether you can display the billing document from the customer
items.
Partner
Now you have to bill the customer for the delivery. Bill the delivery.
425
AC200
Display the line items for customer Customer##
Use
Partner
Only
Internal
SAP
SAP
Only
Internal
Use
Partner
426
2005/Q2
AC200
Solution 31: Sales Process

Task 1:
True or false?
1.
A sales organization can be assigned to several company codes.

Answer: False
A sales organization must be assigned to exactly one company code.
The combination of sales organization and distribution channel is called
a sales area.
Internal
Only
2.
Answer: False
This combination is called a distribution chain.
3.
A distribution chain must be assigned to exactly one plant.
A distribution chain can be assigned to several plants.

4.
A sales area consists of several sales organizations, one distribution channel,

and one division.
Answer: False
SAP
5.
The credit control area only permits company code-specific credit control.
Use
The credit control area allows cross-company code credit control.

The Sales Order Management invoice and the Financial invoice have the
same document number.
Answer: False
The Sales Order Management invoice and the Financial invoice are two
different documents which can have different document numbers.
2005/Q2
427
Only
Internal
6.
Partner
Answer: False
SAP
A sales area consists of one sales organization, one distribution channel,

and one division.
Use
Partner
Answer: False
AC200
Task 2:
Standard order
The sales organization in Frankfurt (1000), which is assigned to company code
1000, receives an order from the company Baker with the customer number
CUSTOMER## (## = your group number!). The company orders two pumps
of cast steel IDESNORM 170-230. The material has material number P-109.
The purchase order number is 12##, the order date is today.
1.
Only
Use
Partner
Internal
Create the sales order as standard order. The distribution channel used
is the end customer sale. Select cross-division sale as the division. The
customer wants delivery one week after purchase order date.
SAP
SAP
Only
Internal
Use
Partner
428
2005/Q2
AC200
______________________________________________________
a)
Field Name or Data Type
Values
Order Type
TA (standard order)
Sales Organization
1000
Distribution Channel
10
Division
00
Internal
Only
Application: Logistics ! Sales and Distribution ! Sales ! Order

! Create
Partner
Ordering Party
Customer##
Purchase Order Number
12##
Purchase Order Date
Current date
Required Delivery Date
Current date + 7 days
Material
P-109
Order Quantity
SAP
Values
Use
SAP
Continue
SAVE
Use
Only
Internal
Go back to the SAP Easy Access menu using the green arrow.
Partner
Confirm the message about the billing document date with ENTER.
2005/Q2
429
AC200
Task 3:
Delivery
On the required delivery date of the customer, shipping point 1000 (shipping
point Hamburg) creates the delivery, the goods are taken from the warehouse
(picking), and the goods issue is posted. Carry out this process.
Hint: The following documents are normally created and processed in
productive operations using collective transactions. For clarification,
execute the individual processing steps here.
Only
Create a delivery
Internal
1.
Create the delivery.

a)
Create a delivery
Values
Shipping Point
1000 (Hamburg)
Selection Date
Required delivery date (one week

from today)
Partner
Use
Continue
The delivery is displayed.

Before you can post the goods issue, the goods have to be picked.
This takes place in the next step.
Carry out picking
Pick the delivery by creating a transport request for warehouse
management.
The goods are in the Hamburg warehouse (warehouse 010). The process
flow should be controlled by the system.
430
2005/Q2
Only
Internal
SAVE
2.
SAP
SAP
Application: Logistics ! Sales and Distribution ! Shipping and

Transport ! Delivery ! Create ! Single Document ! With
Reference to Sales Order
Use
Partner
_____________________________________________
AC200

_____________________________________________
a)
Carry out picking
Values
Warehouse Number
010
Delivery
Delivery number that you

noted (should be proposed
automatically)
Process Flow
System guided
Internal
Only

Transport ! Picking ! Create Transport Request ! Single Document
Partner
ENTER
The transport request is displayed.
Save.
Use

SAP

Go back to the delivery and post the goods issue. Via Environment !
Document Flow go to the document flow to find out the number of the goods
delivery document.
Partner
Use
Make a note of the number of the goods delivery document:

_____________________________________________
_____________________________________________
_____________________________________________
Transportation ! Post Goods Issue ! Outbound Delivery Single
Document
2005/Q2
431
Only
Internal
Display the goods delivery document. From there, go to the related

accounting document and make a note of the posting record:
a)
SAP
3.
AC200
Values
Delivery
Delivery number that you noted

(should be proposed automatically)
Caution: Button Post Goods Issue
Only
Partner
Hint: This is the modified delivery for which you now have
the goods issue.
On the screen Change Delivery, follow the menu path:
Internal
The system issues a message telling you that the delivery has been
saved.
Environment ! Document Flow
Use
The document flow is displayed. Make a note of the number of the

goods delivery document:
SAP
Use
The material document is displayed.
The posting record is as follows
SAP
Button: Display Document
Internal
Select the goods delivery document.
Note: If you can select a year: Current year
Partner
Button: Accounting Documents

Click on Accounting Document
Cost of goods manufactured: Sales
Hint: The goods issue amount was taken from the material
master record and calculated by the product cost calculation
there. The amount displayed may be different under certain
circumstances.
Return to the SAP Easy Access menu.
432
2005/Q2
Only
Finished Products
AC200
Task 4:
Billing
Now you have to bill the customer for the delivery. Bill the delivery.
1.

______________________________________________________
Display the billing document and from there, go to the related accounting
document. What is the posting record?
______________________________________________________
______________________________________________________
Use
Partner
Only
Internal
SAP
SAP
Only
Internal
Use
Partner
2005/Q2
433
AC200
______________________________________________________
a)
Billing
Application: Logistics ! Sales and Distribution ! Billing ! Billing
Document ! Create
Values
Document
Delivery number that you

noted (should be proposed
automatically)
Only
Values
Billing Document
Billing document number that

you noted (should be proposed
automatically)
SAP
SAP
ENTER
The billing document is displayed.
Click on Accounting.
Use
The accounting document is displayed. The posting record is as follows

Customer##
Internal
Sales revenue
Output tax
Only
Task 5:
items.
434
Partner
Click on Accounting Document
1.
Use
Partner
Application: Logistics ! Sales and Distribution ! Billing ! Billing

Document ! Display
Internal
SAVE
2005/Q2
AC200
Display the line items for customer Customer##

a)

items.
Values
Customer Account
Customer##
Open at Key Date
One week from today
Execute
Partner
Doubleclick on the document with document type RV. Follow the

menu path:
Environment ! Original Document
Internal
Only
Application: Accounting ! Financial Accounting ! Customers !

Account ! Display/Change Items
The billing document is displayed.
Use
Follow the path: Environment ! Display Document Flow
SAP
SAP
Only
Internal
Use
Partner
2005/Q2
435
AC200
Lesson Summary
team
Use
Partner
Only
Internal
SAP
SAP
Only
Internal
Use
Partner
436
2005/Q2
AC200
Unit Summary
Unit Summary
Describe the central mySAP ERP objects in Logistics
Describe how a basic procurement process is handled in mySAP ERP
Discuss the configuration of the account determination with the Purchasing

management project team
team
Use
Partner
Only
Internal
SAP
SAP
Only
Internal
Use
Partner
2005/Q2
437

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AC200

Lesson: Procurement Process

Exercise 28: Purchase Order Processing

Create and process purchase orders for stock material

Display the purchase order form and print it

Maintain Personal Settings

Known) and choose

IDES Deutschland (1000)

Hint: ## = Your group number!

Save your default values.

Create Purchase Order

Continued on next page

2005 SAP AG. All rights reserved.

Unit 7: Logistics Integration

0001 (Material stock)

100 units local currency

Purchase order number:

Display the Purchase Order

Work with the document overview and via the icon

2005 SAP AG. All rights reserved.

Lesson: Procurement Process

Solution 28: Purchase Order Processing

Maintain Personal Settings

IDES Deutschland (1000)

Hint: ## = Your group number!

Save your default values.

Maintain Personal Settings

Tab page Default Values, then tab page Purchase

1000 (IDES Germany)

1000 (IDES AG)

Create Purchase Order

2005 SAP AG. All rights reserved.

! Purchase Order ! Create ! Vendor/Supplying Plant Known

. On the tab page Default Values,

Unit 7: Logistics Integration

0001 (Material stock)

100 units local currency

Purchase order number:

Create Purchase Order

Purchase order type

Standard purchase order

In the item overview:

0001 (Material stock)

Display the Purchase Order

Work with the document overview and via the icon

Display the Purchase Order

2005 SAP AG. All rights reserved.

Item Data: Item 10

! Purchase Order ! Create ! Vendor/Supplying Plant Known

Lesson: Procurement Process

Her you have the following options:

2) With the right mouse button:

Press this icon to include the selected entry in the favorites.

2005 SAP AG. All rights reserved.

1) Drag and Drop:

3) Using the button

Select your document and choose the buttons

Unit 7: Logistics Integration

2005 SAP AG. All rights reserved.

Lesson: Procurement Process

Exercise 29: Goods Receipt Processing

Enter goods receipts for existing purchase orders

Check the purchase order update as a result of the goods receipt

Post Goods Receipt