Quotation - Sales - Billing Overview

Dear all,
We are looking for an overview report which shows the flow from the quotation documents + item, sales documents + item and the Billing documents + item. In this flow we would like to see the document numbers themselves, the throughput times between each step (creation of the quotation, creation sales order items, creation of the billing document item and possibly posting date of the financial posting) and the value of the items in each step (so you can calculate e.g. the difference between the quotation value and the invoiced amount).
Do you know of any such reports in R/3? In my opinion a report such as this should be standard in SAP, although unfortunately I have not come across it yet.
I hope you can help!

Hi Hermen,
The easiest way of looking all the information you require is to go to table VBFA and give the document number (quotation) inVBELV field and you will all the information you require. There is a way to get all this info into a report, by running a SAP query or even in LIS you have an option of selection versions.
Reward Points if answer helps.
Thanks & Regards
Ravi

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BW query: Quotation - Sales - Billing Overview?

Dear all,
We are looking for an overview report which shows the flow from the quotation documents + item, sales documents + item and the Billing documents + item. In this flow we would like to see the document numbers themselves, the throughput times between each step (creation of the quotation, creation sales order items, creation of the billing document item and possibly posting date of the financial posting) and the value of the items in each step (so you can calculate e.g. the difference between the quotation value and the invoiced amount).
Do you know of any such business content in BW? How would you set this up in BW using a delta methods? Is the LIS / SIS a valid option for this?
Hope you can help!

Hello Hermen,
Please see this link where you will find all the information related to Sales Analysis. It will give you some information for your requirement.
[BW Scenario: Sales Analysis|http://help.sap.com/bp_biv335/BI_EN/html/BW/SalesAnalysis.htm]
Thanks
Chandran

How to attach a MS Word document to Quotation/Sales Order?

Hi all
Can somebody let me know how to attach MS Word documents in Quotation (VA 21) or Sales Order (VA01) screens

Hi,
Please use the "Services for Object" Icon just below the menu bar in the Sales order overview screen for attaching any document into the sales order. Once you get into the drop down, select Create - Create Attachment" option.
The attachment can be viewed from the same icon! In the drop down, select Attachment list!
Hope, this helps!
Thanks
Siva
Sorry,when I opened the message for replying, no one had replied till then. ***
Message was edited by:
Sivasubramanian Senguttuvan

Info cubes for Sales Billing information

Dear Friends,
Could you please let me know what standard cubes / ODS are availabel in BI 7.0 for Sale billing information.
Data source is 2LIS_13_VDHDR & 2LIS_13_VDITM.
You earliest response is requested.
Kind Regards
Paddy

Hi,
Already i have answered for this questions,
go through this
Re: Sales Overview - 0SD_C03
SD Cube and ODS
sales overview cube 0sd_c03
You can search in business content as well
you can find ods for sales, (header, item) billing(header and item), delivery(header and item)
if it is useful assign points
regards,
Senthil Kumar.P

Net Price/Net Value on Sales Order Overview Incorrect

Hi Experts!
We are on SAP 4.7
I have a sales order that has already been delivered, billed, etc. However, when I look in the Sales Order Overview screen, for 1 item, the Net Price is different than the Item Pricing Condition screen. I looked in document changes and did see when the Net Price was changed, but cannot tell why it was changed. Can you anyone explain why this happened? This is causing a minimum order surcharge in the order. Awaiting a quick response. Thank you in advance!
WC

Thank you for the response!
I have tried to replicate the scenario, that was causing the net price/net value displaying incorrectly, and thus causing a minimum order surcharge fee; which was really the issue.
When I re-created the scenario, I found that a change in quantity in the sales order of an item or items, after the delivery has already been created (before posting GI); it caused the net price/net value to change, thus causing the minimum order surcharge.
The person changed the quantity in sales order, and it indirectly changed the net price, causing the minimum order surcharge. I still do not know why this happened?
Do you know of any reasons why this may have occured?
Thank you in advance!
WC

TAX Calculation as per child items for fininsh goods in sale bill.

hi team,
here i am implementing SAP business one in construction company :
SCENARIO:
TEMPLATE BOM= FG=ABC+D
steps:
1.sales order for FG item in which child items we are manually at row level for print layout issues.
2.Delivery challan document we are making by copy to functionality and then again selecting FG item so that
child items come again under FG at row level this we are doing so that we can decrease teh stock of chil items whihc ever is required.
3.A/R invoice we are creating in system only with FG item by deleting child item at row level due to print layout problems.
in sales invoice we are entering unit price of FG.
ISSUE ONLY ON VAT:
here in this company during creation of sales invoice WE HAVE to calculate the tax amount through system but the problem is that we have different taxt rates for different child items whihc is explained as below:
1.A(Material-aluminum)-vat@4%
2.B(material- hardware)- vat 12.5%
3.c(Material- Glass)- vat@4%
4.D(labour)- VAT not applicable only service tax 10.3% is applicable
so now my question is as follows:
1.how to calcualte the vat tax amount on invoice if child items are not present on invoice or
how to calculate the sale price( exclusive of tax) of the child item from the sale price of the FG(COMPANY is not able to bifurcate the sale price of finish goods at child items)
example:
after adding delivery we can come to know the COGS of the child items suppose
A=50
B=30
C=20
D=60
total=160
FG SALE PRICE =200 (exclusive of tax)SO Total margin is 40Rs(equivalent to 25%)
then A= 5012.5(MARGIN)=62.5 WITH VAT 4%= 62.52.5=65
B=307.5(MARGIN)=37.5 WITH VAT 12.5%= 37.54.69=42.19
C= 205(MARGIN)=25 WITH VAT 4%= 251=26
D=60+15(MARGIN)=75 with NIL VAT
FG= 62.537.525+75=200
vat on above= 2.54.691= 8.19Rs.

Hi Amit,
Ur example is practicle example by PLD or query and QPLD this is not possible to solve.
I will suggest u , through help of crystal report and developer u can get desire output for print out of sales bill
with reference of its base documents.
Regards,
Mahesh.

How to extract G/L Acount wise sales(Billing Data) form SAP R/3 to SAP BW

Hi All,
is there any procedure to bring G/L Account wise sales billing data from R/3 to BW.
can anybody have tried this?
regards
mhreddy

HI sankar,
you can refer the belkow link to find the details on the relevant extractors and infoproviders
http://help.sap.com/erp2005_ehp_04/helpdata/EN/17/416d030524064cb2b8d58ffb306f3a/frameset.htm
Regards,
Sathya

Customer wise sales billing document showing due amount

Hi Experts,
I need a report with following columns:
1. Customer No
2. Original Sales Billing Document No ( Final bill)
3. Original Sales Bill posting Date
4. Current outstanding/due amount
5. Original Payment Document No (to get the full or partial settlement)
I need the table relation with FI with corresponding Bill No ( SD & FI ) ref.
I'm waiting for your valued response.
Mahbub
Moderator message - please do not post your requirements and expect the forum to do your work.
Edited by: Rob Burbank on May 2, 2009 1:19 PM

<< Cut and paste from http://www.sap-img.com/sap-sd/link-between-sap-sd-mm-and-fi.htm removed >>
Edited by: Rob Burbank on May 2, 2009 1:18 PM

Release of sale bill....

Dear SAP Gurus,
I am creating sale bill through VF01. As soon as I save it , its getting released. I want to release it through VF02.
Means I want its accounting document to be generated when I later release it through VF02.
With VF01 I just want Billing document No. to be generated.
regards,
Garima

Go to VOFA, select your billing type and execute. There you can see a box with field "Posting Block". Tick this box and save.
Now create a billing and see how it works.
thanks
G. Lakshmipathi

Sale Bill

Hi
Excisable Raw Material has been purchased , now client wants to return some material back to the supplier . Supplier wants Sale Bill not Purchase Return (Debit/Credit Memo) . How to handle this and how it should hit Raw Material Account if Sale Bill is created.
Thanks

Hi,
This request is not normal. It means the supplier does not accept the return. This transaction will just be a normal sales. I am afraid it is better to create another BP for this supplier to be a customer.
It will hit COGS account instead of raw material account.
Thanks,
Gordon

Accouting FI document is not generating at sale billing (VF01)

Hi gurus,
I am able to generate sales billing at sd (VF01), but Accouting document is not getting generated. Can any one help to correct this issue.
Regards,
RAM

Hi Ram,
Hope this link will help you.
http://wiki.sdn.sap.com/wiki/display/ERPLO/SD+FAQ#SDFAQ-2.AccountDetermination
Thanks and regards
Praveen.J

Intercompany sales/billing - trading partner functionality

Hi Guys,
I understand the theory of trading partner.
But if anyone can give me an example (accounting entries) of trading partner in intercompany sales/billing..that would be very helpful.
Thanks and Regards,
MS

Hi Roman,
As you said, trading partner functionality in SAP is an excellent tool for inter-company transactions and elimination of intercompany payables and receivables for consolidation purposes.
1. The pieces of configuration / master data maintenance you need are:
a. SPRO -> SAP Reference IMG (F5) -> Enterprise Structure -> Definition -> Financial Accounting -> Define Company (OX15)
b. SPRO -> SAP Reference IMG (F5) -> Enterprise Structure -> Assignment -> Financial Accounting -> Assign company code to company (OX16)
c. SPRO -> SAP Reference IMG (F5) -> Financial Accounting -> Financial Accounting Global Settings -> Document -> Document Header -> Define Document Types (OBA7) - Here, for document types you want to use for inter-company postings, you may want to check the checkboxes 'Inter-company postgs' and/or 'Enter trading partner'. Read the SAP Help Documentation on these fields (press F1 when on the field).
d. Create your sister concerns as customers and vendors (preferably under an account group different from your external customers/vendors) and specify the Company you have created in (a) above in the Trading Partner field of Control data tab.
e. Enter Trading Partner in relevant G/L accounts (FS00) in Type/Description tab -> 'Consolidation data in chart of accounts' section.
f. Consider substitution rules (OBBH) for substituting Trading Partner in required transactions.
2. Things to consider for implementing the Trading Partner functionality for entities already performing day to day transactions on SAP.
I am not pretty sure about this, but I guess it is better to go for the change after you end a fiscal year and from the beginning of the next.
3. I think it is better to enable this functionality for everyone on SAP at once.
Good luck!
Srikanth

Sales district field in Quotation/Sales order

Hi Gurus,
on which screen i can see the "Sales district" field in Quotation/Sales order/Inquiry?
Thank you
ANil

Hi,
In Inquiry :
Menu Bar : Go To: Header : Sales : Below u can see under Pricing and statistics
Same in Quotation and Sales Order.
Thanks,
Raja

While creating quotation/sales price an error occur

hi experts
i have done cost planning using ECP , i have created inquiry and also assigned DIP profile to inquiry and Project Definition as well. Now , when i am creating sales price/quotation thru DP81 iam getting an error message." Error during material determinationfor sales document item 10000000/0010"
please help me in solving this issue..
Thanks

Hi,
The DIP profile defined is not proper;There is a good pdf file available for DIP settings online.pls go through that before config of DIP.
Just a brief of DIP for Usage :Quotation & Sals Prcng
1.Allocate sales doc type for DIP
2.Usage quot
3.Charateristic for selec for DIP(for e.g cost element,WBSE)
    3.1 No summarisation deactive (will give individual details)
    3.2 Structuring active (will give break up during quotation)
    3.3 Define the set name
    3.4 Single values active
4.Source ECP 100%
   4.1Selection criteria name of Set (give the set name which contains all the cost elements)
5.Material determination (enter the service material no to which the details to be collected;transfer cost and quantity)
   5.1criteria (cost elemtn set)
enter the proper DIP profile in project profile
check for the status in ODP2
regards
anish

Sale billing issue

Hi,
i want to get some clearance regards to sales billing. The client where we are installing sap ps is a service provider. it does some work and then bills to the customer. Rate per unit work is fixed in the contract. but quantity maintained in contract is for evaluation purposes only. it varies usualy. for eg contact can extend from 1 yr to 1.25 yr.. or quanity such 1200 mtr work may get reduced to 1000mtr work. Here the sales guy is doing periodic billing. for every month a new sales order would be created for billing. This would also be acc assnd to wbs in PS. It means every month plan revenue would get added. Is it fine to go ahead ???
If this is the scenario can i go for milestone billing bcoz in one type of projct custmr is also having milestones based billing, but if there is no sales order how would i achieve the same. the sales is creating sales order when the MS is achieved. that means proj guy will tell the sales to do the billing once ms is achieved... i infer that in this case MS are used only for tracking purpose and not for billing. so we cant do MS billing. Please confirm whether i am going in rite direction.
Rahul

Problem : While releasing accounting document in vf02, system does
not show Central sales tax and CST surcharge only shows base price.
got ans.customer amd material was not created correctly
It seems there is some contradiction to your first statement above. Unless you create a material and customer correctly, how come you could generate billing document ?? Either you have not explained the issue properly or not closed the thread with correct solution.
thanks
G. Lakshmipathi

Quotation - Sales - Billing Overview

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