Sales order procedureThe sales order procedure covers the complete administrative procedure for selling standard, customized, and generic items. The procedure includes these steps: Step 1. Creating sales orders Sales orders can be created as follows in the Sales Order - Lines (tdsls4100m900) session:
Step 2. Approving sales orders After sales orders are created, sales order approval is a mandatory step in the sales order procedure. The execution of the order procedure activities can start when a user approves the order, either in the Approve Sales Orders (tdsls4211m000) session, or by clicking Approve on the appropriate menu of the Sales Orders (tdsls4100m000) or Sales Order (tdsls4100m900) sessions. If the Use Confirmation check box is selected in the Order Terms and Conditions (tctrm1130m000) session or the Sold-to Business Partner (tccom4110s000) session, the goods must be confirmed by the customer before the sales order can be approved. Step 3. Printing sales order acknowledgements After the order is registered and approved, you can print the sales order and send it to the sold-to business partner as an order acknowledgment. The Print Sales Order Acknowledgements/RMAs (tdsls4401m000) session is an optional session in the sales order procedure. After the sales order is printed, you can still modify the sales order. Step 4. Releasing sales orders to Warehousing After the sold-to business partner is informed about the sales order and the order is approved, you can release the sales order to Warehousing in the Release Sales Orders to Warehousing (tdsls4246m000) session. As a result, the warehousing department is informed about the goods that must be shipped. When sales orders are released to the warehouse, several activities are triggered in Warehouse Orders, starting with warehouse order creation in the Warehousing Orders (whinh2100m000) session. The activities in Warehouse Orders depend on the warehouse order type that is linked to the sales order type. To link a warehousing order type to a sales order type:
It is not mandatory to release sales orders for cost and service items to Warehousing. This depends on the setting of the Release to Warehouse check box in the Items - Sales (tdisa0501m000) session. Direct deliveries are never released to warehousing. Step 5. Delivering the sold goods You can record the deliveries of sold items in Warehousing or Sales.
You can indicate whether the goods must be customer approved after the goods are delivered. When the goods are delivered, the prices and discounts of the goods may be changed. Use the Change Prices and Discounts after Delivery (tdsls4122m000) session to maintain prices and discounts. Step 6. Invoicing the sold goods Use the following sessions to invoice the sold items:
You can use the Change Prices and Discounts after Delivery (tdsls4122m000) session to change the prices and discounts for sales order lines that are released to Invoicing and for which the sales invoice status is Confirmed, or On Hold. Step 7. Processing sales orders At the end of the sales order procedure, all sales orders must be processed in the Process Delivered Sales Orders (tdsls4223m000) session. The processed sales orders are transferred from the regular database to the history database.
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