Sales processing cycle?

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....?
thanx

HI 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

Similar Messages

Cross company sales processing

Dear all
Can i create automatic inbound delivery with reference to outbound delivery in the cross company sales processing scenario?
the standard cycle is as follow :
Sales order - delivery - customer billing document - internal billing document
Can i generate automatic inbound delivery for the receiving company automatically after creation of delivery
Thanks

Dear tomaz
the problem is that the 2 companies has different material codes.
i cannot receive outbound delivery with reference to sales order.
the scenario of cross company sales processing is not handled to receive stock in the other company.
i want to generate automatic inbound delivery on the receiving company to be able to receive this stock with customer material inforecord "material code for customer"

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

I need help on Complete Sales Order Cycle using Business One

Hai,
Actually I am crating an external application using Business one DI API, Now I need a Complete Cycle of Sales Order Cycle from Sales Order Creation to Goods issues, goods receipt ,invoice generation , pick and pack etc
Anybody Please help me out on generating a Complete Sales Order Cycle using Business One GUI or theory by using Business One
Please help me out in this regard
with regards
Somaraju

Somaraju,
You may want to look at the Sample Code example that is part of the 2005A Business One SDK that shows and external Business One interface written in VB.Net that shows how to create a Sales Order/Invoice in SAP Business One. This example can be found at: Start > Programs > SAP Business One > SDK > Samples > COM DI > 05. OrderAndInvoice. For complete training on the processes you are asking about from within the SAP Business One product, you can reveiw the SAP Business One eLearning product training if you are and SAP Business One partner in the areas that you have outlined at service.sap.com/smb.
Hope that helps,
Eddy

Consignment sale process

hi gurus,
in consignment sale process we will fill up at customer place after that in consignment issue the material will be issued and we run the cycle as OR-Lf-F2. here how the system know that the material has been issued.
in consignment returns and pick up we run again the OR and LF only, here for the returns process how we do the delivery as well as credit memo.
please help me.
David.

Dear David
For information, there are two types of document types for Consignment fillup process
a) Fillup Process - KB-LF-F8 and
b) Issue Process - KE-LF-F2
In fact in consignment fillup process, we are transferring the goods from FG stores to another warehouse and NOT at customer place, as indicated by you. While making fillup delivery via 631 movement, the stock will be transferred from Unrestricted to "Cust.Consignment". As and when you issue to end customer, you create issue delivery and commercial invoice.
Below is the detailed 4 process of consignment fillup and issue process.
1) Consignment fillup (send materials to customer consignment).
Here you have a consignment fillup order and a consignment fillup delivery.
2) Consignment issue (issue materials from customer consignment to the customer).
Here you have a consignment issue order, consignment issue delivery and a consignment issue invoice. (the flow is very similar to a normal OR flow, but the materials are issued from the consignment stock instead of plant stock unrestricted).
3) Consignment return (return materials from customer ownership to customer consignment).
Here you have a consignment return order, consignment return delivery and a consignment return invoice. (the flow is very similar to a normal RE flow, but the materials are returned to the consignment stock instead of plant stock returns).
4) Consignment pickup (pickup consignment stock and move it to plant stock).
Here you have a consignment pickup order and a consignment pickup delivery.
Note that in consignment fillup and consignment pickup there are no invoices since there is no change of ownership for the materials.
How to perform a consignment order?
In consignment orders you are allowing the stock to sit in your customer location. Once he informs that he used the stock you will invoice him. If he returns the stock you will accept the stock to take it back.
It is defined in 4 steps.
1. Consignment fill up:
Sales document type is KB
Item category KBN
shedule line category E1
In this step, you are not invoicing the customer. document flow is sales order -
delivery item category. It will not be relevent for billing and pricing because you are not charging money for these goods in this step.
In schedule line category, you will set movement type 631 & set for availability check and TOR.
2. Consignment Issue.
Once the customer informed you that he used all the goods or partial goods then you will create consignment issue for used goods.
Sales document: KE
Item category: KEN
shedule line category: C0 or C1
Here you are invoicing the customer(because he used the goods). you are assigning the delivery documnt and billing document to the sales document.
In item category, you are setting relevent for billing, pricing, special stock.
In schedule line category, your setting is 633 movement type, relevent for availability check & TOR.
3. Consignment Return:
Customer found that some goods are damaged or he not able to sold the goods he want to send it back. that you are creating this document.
Sales document type: KR
Item category: KRN
Shedule line category: D0
You will assign delivery document and billing to sales document. you will create return order, return delivery, return billing.
Your setting item category relevent for billing, returns, pricing, special stock.
Your setting schedule line item category: 634 movement type, NO availability NO TOR.
4. Consignment Pick up:
Even if you create the consignment return the goods are not come to direct to your plant. For that you need to create consignment pick up. here the owner ship is not changing so you do not need to create billing.
Assign retrun delivery to sales document type.
Sales document: KA
Item category: KAN
schedule line category: F0 & F1
Your setting item category relevent for returns. any shedule line category relevent for 632 movement type, MRP, availability check, delivery.
Now you check your plant stock. Stock will increase
thanks
G. Lakshmipathi

Minimum documents required to finish Sales Process for retail Business

Hello Everybody
This is my 1st post in the forum as per the Rules and Regulations i have searched for the solution may be i was not able to reach to my Answer.
I have been assigned to a project where my client also has Reatail Outlets where the sales process is done mostly.
My client requirement is, they want to have minimum sales process as there will be many walk-in customers which will not allow them to have complete cycle.
My question is do we need to have sales order-delivery-PGI-Billing can we skip one or two document or is there any other way for Retail Business.
Note: Dear Moderators if my question is not in proper forum please guide me.
Thanks
Riyaz Malik

Hi
The better option is to use IS-Retail, but you need that your system is installed as an IS-Retail. If it's the case, then you can use the invoice FP (see it in VOFA). SAP gives you the IDOC WPUUMS to create this invoice and the PGI (movements 251/252). You need to have create the plant as a POS (point of sale) with tcode WB01/02/03, and in tab 'POS' mantain the data that determines the pricing procedure. The materials, is better to mantain as articles, ie, with tcodes MM41/42/43 instead MM01/02/03, and more details, but of course you need that your system will be an IS-R. If your system is an IS-R see SM30 for view V_TWPIV. So, when your process the IDOC you create the invoice and process the PGI (well, the movements in the profile).
I hope this helps you
Regards
Eduardo

Duplicate records for Sale Order Cycle Report(excluding item level detail)

I have posted this issue in number of forums but till today no one is able to answer it correctly.Here it is:
I need to create a report which I think most of the sd consultants have also done it.It basically covers sales order cycle without item lvel detail such as:
Sale Order No -- Sales Order Date-- Delivery No-- Delivery Date
Now as we all know ,sales orders and deliveries are connected through item table which means in the output I will get duplicate rows for the report above.For Example, if a sales order share 3 items with the delivery then we will get 3 exact duplicate rows in the report.
What can be the best solution?connecting through VBFA has alos same result as it also has item level details.
I need a good solution.This a common report and there must be some solution

Hiiii,
It is standard SAP rule that system will catch the document flow (document link history) at item level.
Now your problem that you dont want to show the line item based report because of duplicacy.
Try this.
Brows table VBFA -
In screen selection select the following......
1. Subsiquent document category
2. Preceding item
select "J" in Subsiquent document category
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Cannot do MIGO in Third Party Sales Process with shipping notification

In the Third party sales process with Shipping notification,the item category for the material is TAS (Billing relevance=R),item category group is BANS.
Intially sales order is created,then using me21n with reference to purchase requisation purchase order is created,then in MIGO stage i used the PO No there but i get the message no item found in PO.
what adjustment have to be done in order to do MIGO

Refer following SDN thread, by that you will be able to get overview on best practices about Third Party Sales & necessary configuration you need to follow for statistical GR:
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Further maintain Billing Relevance for Item Category as G - Order-related billing of the delivery quantity.
Regards
JP

Accounting Entries hit in Third party Sales Process

Hi,
Can anybody tell which accounting entries are hit when we create the following entries in third party sales process
1.When Sales Order is created.
2.When PR is Created
3.When ME21N is done
4.MIGO
5.MIRO
please provide your valuable suggestion..
Thanks...

Hi,
1. When Sales Order is created.
No FI Entry
2. When PR is Created
No FI Entry
3. When ME21N is done
No FI Entry
4. MIGO
(GBB-VAY) COGS - 3rd Party A/c - Dr
(WRX) GR/IR Clearing A/c - Cr
5. MIRO
Vendor Account - Cr
GR/IR Clearing A/c - Dr
6. VF01
Customer Account - Dr
Sales Revenue A/c - Cr

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Hi every body,
We R re-developing an application from COBOL to Oracle.
Using Reports 6i 6.0.8.11.3.
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So far I have explored that only one of theses can be done in one processing cycle.
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I want that both saving to disk and preview should be possible.
I have explored .DST file option but there is only provision for FILE, PRINTER and MAIL.
Printing facility should be optional, otherwise we would have used FILE and PRINTER destinations in .DST file.
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I would prefer a solution other than User_exit as I don't have training in developing user_exits.
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Customer Service - Extended Warranty Sales Process

Hi All,
I want to implement Extended warranty sales process in sap. Here, dealer will send extended warranty form to company. Company wants to capture warranty related information (such as Vehicle number, Chassis Number, Date) in sap and want to sell warranty to dealer.
Monthly once company will give discount to dealer based on performance. How to give discount to dealer monthly?
I want to know the following details:
Material type
Item category
Process flow
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Thanks in advance,
Babu

Thanks for your reply......
I have created new sales document type for extended warranty sales. I am using variant material for capturing dealer's requirement in va01 itself.
Now my client dont want to create invoice for that sales order.
With this Extended warranty sales order reference, they will create manual posting in Finance.
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Babu

Credit Memo Request for intercompany sales process

Hi Experts
I try to find SAP notes regardsing the credit memo request for intercompany related issue but I can
not find any nates. The customer return the goods with 2 different
scenario :-
-Return with credit
-Return with replacement.
Can anybody explain how this 2 scenario perform in the SAP
intercompany sales process. Appreciate for your help. Thanks in advance.
Regards,
Jennie Tan

Already answered
Enter IG (internal credit memo) as the billing type for intercompany
billing for order type RE.
Cust-Sales/distrib-Transactions-Billing-Intercompany billing-Order types
Intercompany billing always refers to a delivery
Processing flow will be:
1. Create returns request invoice receipt (with or w/out reference)
2. Create returns delivery and goods receipt
3. Create credit memo invoice receipt for customer for 1.
4. Create internal credit memo for 2.
Therefore you must make the following entries in the document flow
for billing documents:
Target BillType        DlvType              ItemCat
a)    IG                  LR
b)    IG                  LR                    REN
Parameters for entries:
For a) Copying requirement: 14 Dlv.-rel.header IV
      Copy item no.: x (Check and decide yourself)
For b)Copying requirement: 15 Dlv.rel. item IV
      Data VBRK/VBRP      : 1 Inv.split (sample)
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      Qty/itm val.pos/neg : +
      Pricing type        : G
Also, refer following SAP Notes
13160 - Returns with intercompany billing
24756 - Credit memo requests with inter-company billing
652007 - Reporting internal credit memos on arrival side
11980 - Intercompany billing with order-related billing document
164074 - Problems for internal invoices on returns
Thanks & Regards
JP

Unable to get the accounting documents in Sales process

Hi All,
While running the Sales Business cycle, accounting documents are not generated for any goods movement i.e. MB1C (561), MB31 (101) and also PGI. But the accounting document is generated while doing the billing. I have checked the settings of OBYC and OMS2.
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Thank you,
Satya

Hi Benni,
THank you for your reply.
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satya

In Exports sales process, how you configure the Duty Draw Back

in my case
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duty unavailability of time and time taking process in export processing
we are creating Excise invoice and cenvat is debited .
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Hi Sunitha,
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thanks,

Sales process with commission agent

hi guys,
I am having a problem and need your solution. Pls, help me, thanks for advance.
My customer's company have a sales process with commision agent. It mean they pay the commission fee when selling some goods. In this process:
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Dr: Receivable acc
Cr: Revenue
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Dr: sales expenditure
Cr: Payable
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Refer following SDN thread, by that you will be able to get overview on best practices about Third Party Sales & necessary configuration you need to follow for statistical GR:
- Third party direct shipment (II)
Further maintain Billing Relevance for Item Category as G - Order-related billing of the delivery quantity.
Regards
JP

Sales processing cycle?

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