creating invoices
TRANSCRIPT
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Creating Invoices for Customers in OrderingCompany Code
Use
When you post the goods issue, the system enters the delivery in the billing due list of sales organization2200 (France). Sales organization 2200 uses this delivery to create an invoice for the customer. Thebilling document contains both the sales price and the internal price. As in the sales order, this is purely astatistical entry.
You now act as an employee of sales organization 2200 (France) to create an invoice.
Procedure
1. Call up the transaction as follows:
Menu Path Logistics → Sales and Distribution → Billing → Billing Document → Process Billing Due List
Transaction Code VF04
2. Enter the following data:
Field Data
Billing date from Today‘s date
Billing date to Today's date (defaulted)
Sales organization 2200
Delivery-related (in the Documents to be selected screen area)
Select
3. Choose DisplayBillList.
The system proposes all the deliveries due on the current date for the selected salesorganization.
Note that there could be more deliveries (from previous processes) ready for billing than youcreated in this process. If this is the case, simply deselect the deliveries that do not belong to your current IDES process.
4. On the Process Billing Due List screen, choose .
The system displays your group number.
5. Place the cursor on the line with the group number and then choose Documents.
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You see the sales document created for your group.
6. Note the billing document number in the SD doc . column.
7. Position your cursor on the line containing your sales document, then choose Display
document .8. Select your position.
9. Choose Go to → Header → Header.
In the accounting data you see that the invoice is assigned to the company code 2200 (IDESFrance).
10. Choose .
11. On the Invoice ...(F2) Display: Overview of Billing Items screen, mark the item and choose (in
the lower area of the screen).
12. On the Invoice..(F2) Display: Item Data screen, mark the condition PI01 and choose .
You reach the Invoice ...(F2) display: Item Data screen.
Condition PI01 is marked as statistic in the invoice for the end customer.
13. Choose .
14. On the Invoice..(F2) Display: Item Data screen, choose Analysis.
15. On the Condition determination analysis screen, scroll down until you can display the condition
type VPRS Cost appears.
16. Double click on the VPRS.
The condition Cost (VPRS) is part of the pricing procedure. It has statistic character andshows the goods issue value in the invoice. In this case goods issue is posted in adifferent company code to that of the billing document, so the condition is ignored. Thecost that is transferred to the Sales Information System and to Profitability Analysis is thecondition value for the internal price, rather than your value.
15. Choose until the overview tree appears.
Changing or Displaying a Sales Document in SAPRetail Store
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Use
You can display or change an existing sales document with this function.
The same information is displayed in the change and display mode. You can also display any changes tothe current document as well as displaying its document flow.
You can only change sales documents in the change mode. In particular, this function enables you tocancel individual items and whole orders that customers no longer require.
Procedure
1. You can check in the change log which changes have been made to the document.
2. You can check in the document flow which documents the current document is actually from and
which documents have been created from it. By doing this, you can also determine, among other things, whether and in what context an order has been delivered.
By selecting the triangle to the left of the document number you can display the items in thedocument. If you select an item number from the current document in the document flow, then thedocument flow of this particular item is displayed.
3. Enter the necessary changes in the change mode.
You can make the following changes:
o You can move the requested delivery date. Ensure that the system confirms the new
dates.o You can set or remove a delivery block.
o You can enter new items.
o You can change the quantities of the order items. Ensure that the system confirms the
quantities. You cannot set a quantity to 0. Instead, you enter a reason for thecancellation.
o If the goods are no longer required, select a suitable reason for the cancellation in the
relevant item. If the customer no longer requires the whole order, you can also cancel thewhole order. Choose the relevant pushbutton, and in the header, enter a suitable reasonfor the cancellation.You can change the item category, the supplying site, thepickup/delivery indicator, and the delivery group.
o You can change the conditions for an item.
o You can change the texts for an item.
4. Choose Update Changes.
The system posts the changes.
5. Print out the document with changes if you require it.
Result
• The changed sales document is saved.
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• If order items were cancelled, the stock for that particular item is available again for other orders.
VA01 - Create Sales Order
Use these steps to create a sales (or project) order for the purpose of billing a cost reimbursable project. The sales order is the document that links the sponsor to the project.
1. Get started (SAP menu path, fast path)
2. Create sales order: initial screen 3. Create project order: overview 4. Create Variant to simplify VA01 data entry
1. Get Started
• SAP menu path: (not in role ZSBM)• SAP Fast Path
At the Command Line, enter: /nVA01
2. Create Sales Order: initial screen
A. Order Type: (Use default = "ZPS" for Project Order)B. Organizational data: (Use defaults)
Sales organization ("1000" for Sponsored Billing)
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Distribution channel ("10" for MIT Distribution Channel)
Division ("10" for MIT Division)
C. or ENTER
The Create Project: Overview screen displays, as shown below.
3. Create Project Order: overview
A. Sold-to party (type in 10-digit sponsor ID number, as shown below)
B. In Material field of first line item: (type PROJECT to identify as sales order for sponsor
billing, as shown below)
C. (or ENTER )
Result : A field for entering the WBS element displays, as shown below.
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D. WBS element (type in 7-digit WBS number for project)
E. Click on or F11 to SAVE.
A message states that Project order XXXX has been saved.
4. Create Variant to simplify VA01 data entry
A. Run VA01 as described in step 1, so that the "Create Project Order: overview" screendisplays (shown at start of step 3).
B. On Item Overview tab, scroll to right to find WBS element column (about half way
across).
C. Click on column title, WBS Element; hold and drag all the way to left; then drop next toMaterial column, as shown below.
D. Click on tiny (multicolored) icon above vertical scroll bar (shown above, to far right)
to display Table Settings dialogue box, shown below.
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E. Under Maintain Variants, type name for Variant, for example "my_settings" (leaving Use
as standard setting checked); click on Create; then click on Save button to close
dialogue box.
From now on, the WBS element column displays next to Material column when you run
VA01.
Copyright © 2002, Massachusetts Institute of Technology. All rights reserved.
Last updated on 01/31/2006 20:07:45.
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