Sales process from inquiry to Payment Invoice.
Hi,
Can any body explain the SALES PROCESS in SAP -SD
I know about-
Inquiry,
Quotation,
Purchase order,
Sales order, Ref to quotation P.O and with ref to Quotation.
Shipping,Delivery,
Billing,
Payment.
Where Debit memo reqest and credit memo request will come in above order.
Plz help.
Hi,
Apart from what you have mentioned, the last three steps would infact complete the sales cycle
Inquiry,
Quotation,
Purchase order,
Sales order, Ref to quotation P.O and with ref to Quotation.
Shipping,Delivery,
Billing,
Payment.
Return Order
Delivery(PGR)
Crdeit Memo
Similar Messages
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Can not void a check win paid from a down payment invoice
I am working on a problem where we can not void a check to adjust the posting date of the payment.
It would seem that the issue lies with the AP down payment invoice since the error message is
"Cannot cancel a document with down payment that was drawn to invoice {3703-6]"
any ideas would be greatly appreciated
Thanks,
John-MichaelDear,
Please first check whether the payment did select some down payment or not.
If it did, for your issue, I am sorry to say that we don't have workaround from the point of view of system. We would like to recommande customer to consult with his accountant in order to by-pass the mistake he had done
using standard application processes.
After double confirmed with development,this issue is currenct system behavior.The reply is:
1) payment for the down payment invoice cannot be cancelled if it was
withrawn to AR invoice. It can be done after the AR invoice will be
credited.
However, we have another problems:
2) the invoice cannot be credited if it closed/reconciled.
And one more:
3) cancelling of the manual reconciliation does not open the invoice.
So according all these information the system behaviour is correct and we can do nothing here.
Thanks
Regards
Apple -
How can we reject a Sales order after first Down payment invoice for Italy?
Hello,
As a legal requirement in Italy the Down paymenty have to be transformed into real invoices, another legal requirement is that an invoice cannot be cancelled it has to reversed by a credit memo.
I would like to know in this context how we can reject a sales order line once a Down payment invoice has been emitted.
When I do enter a reason for rejection in the sales order line I receive the message : V1036: Subsequent documenst exist for item XXX and then V2432 Cancellation not possible. Down payment request already created.
I can create a down payment credit memo in order to cancel the down payment invoice but how can I get rid of my SD requirement in MD04 if I cannot reject the sales order line?Hello,
have you tried using a recjection code which is not relevant for billing?
Regards,
Uli -
US localization. Select 2 Sales orders in one down payment invoice
US Localization.
I need to create a Sales Down payemnt invoice selecting 2 sales order but is not possibile to select more than one SO.
In Other localization I see that it is possible.
There is some set up or on the US localization it is not possible?
ThanksHi,
Is it was happening for one customer or all? Please check SAP note:
1649125 - LOC_US/CA_Impossible to base a foreign currency down
payment on multiple orders
1766588 - LOC_US_CA_System Exchange rate cannot be used in A/R
Downpayment Invoice
Thanks & Regards,
Nagarajan -
Hi SAP Prof,
Iam a fresher and joined in SAP Company. and we r dealing with power batteries , The client is sells the batteries to other customers , for govt bodies, export sales, OEM Sales r there.
My question is that
I want a list of questions on the topic , sales process, From Inquiry to Billing. i.e., inquiry, quotation, order, delvry, PGI, Billing.
Here in this sales process. , what might be the questions can be asked nearly 10 questins r expected as per clients reqt.
I think u have to understood my questionHi SAP Prof,
Iam a fresher and joined in SAP Company. and we r dealing with power batteries , The client is sells the batteries to other customers , for govt bodies, export sales, OEM Sales r there.
My question is that
I want a list of questions on the topic , sales process, From Inquiry to Billing. i.e., inquiry, quotation, order, delvry, PGI, Billing.
Here in this sales process. , what might be the questions can be asked nearly 10 questins r expected as per clients reqt.
I think u have to understood my question -
Creation of A/R Down Payment Invoice based on Sales Order not logical
When creating a A/R Down Payment Invoice based on a Sales Order you
have the option to create multible ones. Which by itself could be
usefull to create one of 50 % for a certain day and decide they need to
pay another 25 % at a later date.
But SBO does not track what already have been posted. Therefore you can
create a sum more then a 100% without warning or blockage.
Tested this in SBO 2007 A SP:00 PL:00
Scenario:
Sales - AR>Sales Order
Create and post a Sales Order
Sales - AR>A/R Down Payment Invoice
Create an A/R Down Payment
Select the BP and copy the Sales Order
Set DPM to 40%
Post the A/R Down Payment
Sales - AR>A/R Down Payment Invoice
Create an A/R Down Payment
Select the BP and copy the Sales Order
Set DPM to 100%
Post the A/R Down Payment
Sales - AR>A/R Down Payment Invoice
Create an A/R Down Payment
Select the BP and copy the Sales Order
Set DPM to 70%
Post the A/R Down Payment
Making the total for the Sales Order 210% worth of Down Payment
Invoices without warning/blocking. I would expected that you would only
be able to set the rest sum %. For instance first scenario I entered
60% therefore setting the second Down Payment Invoice to a max of 40%
Untill you have used up the 100% and you cannot select the Sales Order
in question..
If multible users do the same work, SBO doesn't show that it has
already been done. Same if you forgot you already created it you can
still create one. Plus sometimes it will happenyou create the Down
Payment Invoice and not paying attention you create the first one with
a 100% and later with the intended percentage..Hello Petronella,
you are right that B1 is not checking the total value of DP created from the Sales Order.
The logic and checking procedure here is only between Sales Order -> Delivery/Invoice.
DP Invoice is considered as transaction related to document the receipt of the money (parallel to the sales process). Between the moment of basing of DP to Sales Order it is still possibility to adjust Sales Order as there is no posting behind Sales Order.
The question is what would be a checking procedure in case that on Sales Order there is based Delivery and DP? What would be the system priority to take into a consideration?
Regards,
Martin Slavik
Regional Solution Manager -
Can any one help me in completing the process starting to ending?What is the process?what we need in between i.e from inquiry to payment?
pls,i know its a long process but i need only gist that is i dont want any configuration here....?
thanxHI raj
To be in jist this is the sals cycle
IN - QT - OR - LF - F2
In inquiry and quotation chances of converting into order are not 100%
once sale order is done means automatically delivery is done in normal sales cycle and once delivery is done at delivery level , picking , packing - PGI will be done
once after doing PGI , inventory level will be reduced at warehouse and G/L accounts will be updated
After delivery Billing takes place , once , billing is saved a billing document and accounting document gets generated .
After saving billing document we will pass it on to FI consultants
They will follow up with the customers
Regards
Srinath
Edited by: sri nath on Apr 16, 2008 11:44 PM -
Get list of related Down Payment Invoices to Delivery note
Hi all,
I would like some tips on how to get the "Open Amount" on any "open" deliveries in B1. the scenario here is that some sales order may have Down Payment Invoices (DPI) associated with them. I dont seem to find any "direct links" between DPI's and Deliveries once the sales orders are converted to Delivery notes.
The only option I can think of at this time is to write a query that will link the following:
Delivery Rows BaseEntry (DLN1.BaseEntry) >> Sales order Rows DocEntry (RDR1.DocEntry) >> DPI header table (ODPI)
This scenario would break if there are lines on the delivery that originated from seprate orders.
Any help you can provide is appreciated.
ThanksHi,
There is no "direct links" between DPI's and Deliveries. You can link them through Sales Order.
Thanks,
Gordon -
Inter-Company sales processing
Hi All,
I have carried out the Inter-Company sales processing and it is working fine upto the creation of Inter-Company billing. The Inter-Company billing and Accounting document have also got created. I have used both the output condition types RD00 for manual and RD04 for automatic posting.
Please let me know the process, which is need to be followed to complete the Inter-Company code sales processing once the intercompany billing/invoice is created....
When both the ouput condition types have been processed successfully, what is the next process???
In case of manual process, how/where the Ordering company code will take the Goods receipt and Invoice receipt? What basis/what the reference document, the ordering company code will use to process the above.
Hope I have conveyed my requirement.....
Please help me...
Regards,
Mani
In case of Automatic process, how/where to check whether the data has been processed in the ordering company code?Dear Manivannan R
This is not Intercompany Scenario as defined by SAP, Intercompany scenario is different. In that if one company is not having stock then on behalf of one company , second company delivers the good to customer and second company gives IV invoice to first company, and actually first company sends invoice to customer
however your scenario can be done in following way
1. First Scenario when PNT2 supplies the goods to PNT1, COC2 is vendor for COC1 and COC1 is a customer for COC2, so define one customer and one vendor
2. second scenario, when PNT1 supplies the goods to PNT2, COC1 is a vendor for COC2 and COC2 is a customer for COC1, so define one customer and one vendor
Now you can use your existing sales order type and pricing procedure and treat this as normal sales
Or
you can define specific sales order type and pricing procedure if your existing sales order type and pricing procedure is not sufficient.
Regards
Jitesh -
Dear SD guru,
Customer want to keep the inventory already sold to them in the company, the good delivery to them is after COGI and revenue recognized, which means shipout is requested last, instead of billing of normal slaes, please kind to check the details again as below:
Normal sales process: SO->DN(do GI, ship out & COGS recognized)->Billing(revenue recognized)
My requirment: SO->DN(do GI,COGS recongnized, BUT no shipping out, inventory still in the company)->Billing(revenue recongized)->shipout per customer inform
My question is how to set up such sales process and manage or monitor customer inventory mentioned above?
Regards,
JunlingJUNLING00Hi,
As mentioned the normal Sales Process is SO>Delivery>Shipment-->Invoice
In your case you the best way is to recognize the COGS when you do your billing after Shipment.
Step1: Create your Sales Order
Step 2: Do Delivery and PGI. Now the Inventory Cr and the COGS unrecognized Dr.
Step3: Send the Proforma invoice to Customer
Step 4: Do the Shipment for the Delivery
Step 5: Create the Billing Document
During Billing the Customer a/c Dr
Revenue a/c Cr
COGS unrecognizedCr
COGS recognized
For the Unrecognized COGS a/c information you will get the quantity,Value and for which customer.Or with a Z report you can track the Customer Quantity value in unrecognized G/L.When shipment is done then COGS is recognized.
Regards,
Saju.S -
Different schedule in terms of payment during sales process
Dear experts,
One of our international customer is having one requirement for having "Various schedule in different terms of payment". Meaning, they want to collect the advance (Down payment) from customers in various schedules during sales process itself. If customer doesn't pay the advance amount then, system should not allow the further sales process like delivery creation, picking and packing.
Example, client wants to receive the advance amount from customer in following schedules
1. During sales order creation - 30%
2. During production order process - 25%
3. then, during delivery creation stage - 25%
4. And as regular after creation of invoice remaining amount 20% client wants to collect from customer.
Is it possible to set this setting with block of sales process. I need experts opinion.
Thanks for your cooperation.
Warm Regards,
VELHi,
You can achieve it through billing plan,
In billing rule speciefy your percentage
OR ELSE
You can achieve it through payment terms
In payment terms speciefy installment percentage
Kapil
Edited by: Julius Bussche on Jan 27, 2010 1:05 PM
English grammar corrected. Please do not use SMS-txt... -
Various schedule in terms of payment during sales process
Dear experts,
One of our international customer is having one requirement for having "Various schedule in different terms of payment". Meaning, they want to collect the advance (Down payment) from customers in various schedules during sales process itself. If customer doesn't pay the advance amount then, system should not allow the further sales process like delivery creation, picking and packing.
Example, client wants to receive the advance amount from customer in following schedules
1. During sales order creation - 30%
2. During production order process - 25%
3. then, during delivery creation stage - 25%
4. And as regular after creation of invoice remaining amount 20% client wants to collect from customer.
Is it possible to set this setting with block of sales process. I need experts opinion.
Thanks for your cooperation.
Warm Regards,
VELHi,
You can achieve it through billing plan,
In billing rule speciefy u r percentage
OR ELSE
You can achieve it through payment terms
In payment terms speciefy installment percentage
Kapil -
Customer Down Payment invoice (from delivery) not automatically assigned
If I create a Down payment invoice from Sales Order (and I paied it) on the final invoice the sistem automatically assigne the down payment invoice on the final invoice for the order.
If I do the same think but crerating the Down payment invoice from the delivery (and I paid it) when I create the final invoice I need to assigned it manually.
SBO 8.81 PL 06
I haven't found any set up for this, so I think is an error the sistem must work on the same way if the document is copied from the Sales order or delivey.
Someone know if there is some set up? or I need to open an error message to SAP?
ThanksMy question is:
If I make a sales order.
I create a down payment invoice using copy from SO.
I make the incomuing payment for the down payment invoice.
I create the delivery from the SO
I create the invoice from the delivery
The system apply automaticaly the down payment invoice to the invoice (because I select a delivery that is linked to the so that I used to create the down payment invoice).
If I make a sales order.
I create the delivery from the SO
I create a down payment invoice using copy from delivey.
I make the incomuing payment for the down payment invoice.
I create the invoice from the delivery
The system DO NOT apply automaticaly the down payment invoice to the invoice (even if also this document is linked to the delivery that I use to create the down payment invoice).
I know that I can select it manually. But I can select it manually also if I use the SO to create the down payment instead of the
delivery. Why if the situation is the same in the firs case the system do it automatil^cally and in the second case I need to do it manually?
Of course if I create a Down Payment invoice without selecting any document (SO, delivery..) the system don't know if you want to apply the payment to the final invoice.
But If I select the delivey to create the down payment (the same if I select the SO): I want to apply the down payment to the final invoice of this delivery and not to another delivery. -
Delivery from Sale Order for Inquiry stock
Dear All,
We have unique requirement from client mentioned below, any help would be greatly appreciated.
This is a trading sale which is initiated from inquiry.
1. Inquiry is created in SD, which in turn triggers Purchase Requisition.
2. PR is converted to RFQ.
3. Based on RFQ prices are negotiated with vendors, then Quotation is sent to Customer from VA21 which is created against inquiry.
4. Now when the PO is created w.r.t RFQ, then GR is done , Stock will be lying against inquiry.
5. But i want to do delivery from sales order for stock lying against inquiry.
we are looking for a workaround solution.
Note:
1. Client has disagreed with Stock Movement from Inquiry to quotation using MB1B, as it becomes manual transaction.
2. PR triggering has to be @ Inquiry, as sale order will not be created until quotation is approved.
Looking forward for valuable inputs.
Thanks in advance
Best Regards,
ChaithruTien,
Approval will not work when you have mutiple rows of data. You would have to work with SP Transaction Notification
There has been threads before on the forum on the same topics.
Block the Quantity in Sales Delivery
Approval Procedure for chaning quantity in Delivery Document
Suda -
Down Payment Invoice & Incoming Payment docs print with Sales Order
Hi,
When print a Sales Order that has a Down Payment linked to it, the Down Payment Invoice & Incoming Payment also prints.
How do I turn this off?
Thanks,
RonHi Ron,
What is your B1 version and PL?
Thanks,
Gordon
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