Sales Order tutorial

Transactions used in Sales Order & Distribution module in sap for creating and managing sales order documents

Contents

• What is a sales order• Sections of a sales order• Key transactions for managing sales orders• Creating a sales order document - va01• Viewing a sales order document - va03• Changing a sales order document already

created - va02• Insert Item proposal in sales order - va51

What is a sales order

• A sales order document is a document that allows you to sell some items/products depending on a customer_id which has in the items data different materials_ids to be sold

• A sales order document has three sections: Header Data of Sales Order,Item data and Schedule Line Data

Sections of a sales order

Sections of a sales order

Key transactions for managing sales orders

• These three transactions are destined for the following purposes :

• Transaction va01: Creates a sales order• Transaction va02: Changes/modifies a sales

order by adding in items data additional material ids and quantities of the material_name

• Transaction va03: View a sales order

Creating a sales order document - va01

• Type transaction va01

Creating a sales order document - va01

• In the next screen just fill the fields: Sales Organization,Distribution Channel and Division from Organizational Data section

Creating a sales order document - va01

Creating a sales order document - va01

• After doing and filling this the information populates by itself

Creating a sales order document - va01• Don’t forget that the field po number marked with red is also mandatory cause to

sell items a purchase order number must be already created when items are firstly purchased. Then you can save.

Creating a sales order document - va01

• Now just click on save to save the sales order document

Creating a sales order document - va01

• You will be prompted when your sales order document has been saved in sap above sap windows like this. As you can see it saves it with a sales order document number.

Creating a sales order document - va01

• To arrive at the last section Schedule Line Data just double click Quantity field to access Item data and then on the red tab

Creating a sales order document - va01

• Here is the third section of a sales order document called Schedule line data

Creating a sales order document - va01

• To access the Header data

Creating a sales order document - va01

• Now you will see the Header data section

Creating a sales order document - va01

• To access all tabs for further information on Header Data section of a Sales Order document

Creating a sales order document - va01

• To access all tabs for further information on Item Data section of a Sales Order Document

Viewing a sales order document - va03

Viewing a sales order document - va03

Changing a sales order document already created - va02

• As in slide 20 you will fill with /nva02 and you can change the sales order document

Viewing a sales order document - va03

• Another way to create or change a sales document is via the menu Sales Document

Insert Item proposal in sales order- va51

• We use transaction VA51

Insert Item proposal in sales order- va51

Insert Item proposal in sales order- va51

Insert Item proposal in sales order- va51

• Fill then the description of items and then save

Insert Item proposal in sales order- va51

Insert Item proposal in sales order- va51

Insert Item proposal in sales order- va51

• Fill in the sales document the id from slide28

Insert Item proposal in sales order- va51

Vital information

• To access the tables of sales&distributin just type transaction XD99

• More information here:

• SAP SD Tableshttp://sapdocs.info/application-modules/sd-overview/sap-sd-tables/

• Sales and Distribution Master Data Transactionshttp://sapdocs.info/application-modules/sd-overview/sd-transaction-codes/

• Sales And Distribution: Master Data Reportshttp://sapdocs.info/application-modules/sd-overview/sd-tables/

Final conclusion

• A po order/ purchase order number must be created first without having a purchase order number created when materials are purchased and come in stock we cannot create a sales order document as it has a mandatory column called po number.

• So firstly don’t forget to create the purchase order /po.

• In short an item proposal is a list of items to be inserted in sales order document you have firstly created so when you create an item proposal