sales and distribution sales order - create sales order va01

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May 2010

Sales and Distribution Sales Order: Create Sales Order (VA01)

Create Sales Order (VA01)

This transaction allows you to create a sales order.

• Input– Prerequisites – You will need the Customer PO number and the quotation number if referencing a quotation in a

sales order. A Customer Master or one-time customer, and a material master must exist in your sales organization.

• Checklist– Enter Order Type and Organizational data (i.e. Sales Org, Distribution Channel, Division, Sales office)– Click the Create with reference button and enter the quotation number under the quotation tab if you will be

copying data from an existing quotation.– Enter sales order header information (i.e. Sold To Party, Ship to Party, PO number, Req. deliv. Date, Deliver

Plant, Incoterms)– Click the Display Doc Header Details icon.– Enter Market Usage, Market Segment, and Sales Type (Goto > Header > Sales)– Enter required fields destination district code, inside sales person, and optional fields carrier, forwarding agent,

outside sales rep, and contact person under the Partners tab (Goto > Header > Partners)– Enter material number(s) and quantity to be shipped– Add or Change Pricing (Goto > Item > Conditions)– Add text under Texts tab (Go-to > Header > Texts)– Add Additional data (A and B)– Click the Save button

• Output– Sales order with number (please write/save this sales order for future reference.)– Demand is placed on the plant if material is not available at the required delivery date.

Acquisitions and Deployments (COE)


1. Enter transaction VA01 in the command field from your "SAP

Easy Access" screen.


Enter Order Type and Organizational Data (VA01)

1. Enter Order Type.

2. Enter Organizational Data (i.e. Sales Org., Distribution Channel, Division, Sales Office)


Step 1

Step 2

Copy Data From a Quotation to a Sales Order (VA01)

1. Click the Create with Reference button.

2. Select the Quotation tab and enter the quotation number.

3. Click the Copy button.


Step 2

Step 1

Step 3

Note:If you receive this pop-up message, click the Enter button.

Copy Data From a Quotation to a Sales Order - Continued (VA01)

1. If applicable, click the Enter button to copy text from the quotation.

2. After data is copied from the quotation to the sales order, please review the message

in the status bar.


Step 1

Step 2

Enter Sales Order Header Information (VA01)

1. If not copying data from a Quotation to a Sales Order, click the Enter icon from the

Create Sales Order: Initial Screen.

2. Enter Sales Order Header Information (Sold To Party, Ship to Party, PO number, Req.

deliv. Date, Deliver Plant, Incoterms)


Step 2Complete the following fields:

• Sold-to Party• Ship-to Party• PO Number• Req. deliv.

Date• Delivery Plant• Incoterms

Display Doc Header Details (VA01)

1. Click the Display Doc Header Details icon.

2. The following pop up window may be displayed if the Sold To Customer has specific

Billing Instructions, read through the instructions, press the Green check mark or press

the ENTER key on your keyboard.


Step 1

Step 2

Enter Market Usage, Market Segment, and Sales Type (VA01)

1. Enter Market Usage.

2. Enter Market Segment.

3. Enter Sales Type.


Step 2

Step 1Step 3

Enter Required Fields Under the Partners Tab (VA01)

1. Click the Partners tab.

2. Enter required fields destination district code, inside sales person

3. Enter the optional fields carrier, forwarding agent, outside sales rep, and contact

person by selecting from the Partn. Funct column, then entering the value next to the

option selected in the Partner Column.

4. Click the Back button to return to the main screen.


Step 2

Step 1

Step 3

Step 4

Enter Material Number(s) and Quantity to be Shipped (VA01)

1. Enter material number(s) and quantities to be shipped.

2. Go to the next line item and repeat step 1 if applicable.


Step 1

Add or Change Pricing (VA01)

1. From the menu bar, select Goto > Item Conditions.

2. Click the Insert Row icon.

3. Enter appropriate condition type required.

4. Click the Next arrow to repeat steps 1-3 for multiple items.


Step 2

Step 1

Step 3

Add Text (VA01)

1. You can add text to the header and/or item. From the Menu bar, select Goto > Header

> Text or Goto > Item > Text.

2. Double - click the type of text.

3. Insert text. Note: Repeat steps 2 and 3 as needed.


Step 2

Step 1

Step 3

Add Additional Data (VA01)

1. Enter additional data.


Step 1

Click the Save Button (VA01)

1. Click the Save icon.

2. Write down the sales order number for future reference.


Step 2

Step 1


• Use transaction VA02 to change sales order.• Use transaction VA03 to display sales order.


Demonstration & Practice

• Demonstration

Watch as the instructor performs the transaction in SAP.• Hands –on Practice

Perform the transaction in SAP.

Ask the instructor for assistance if needed.

Administrative– Logon to SAP Training Environment Note: This is NOT Production. Instructions for SAP Production logon will be provided at go-live.

– Navigate to the SAP Logon Page. – Link to instructions for adding an SAP environment to your logon page:– Enter Cameron Employee number for username– Enter SAP password for training environment

Enter transaction code

Perform transaction steps


http://intranet.c-a-m.com/sites/Acquisitions%20and%20Deployments/training/Materials/Instructions%20on%20adding%20CEV%20to%20SAP%20Logon%20Pad.docx

Questions and Answers


sales and distribution sales order - create sales order va01

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