Handling Material Sales Orders

This document explains how you handle maintenance customer orders for material sales.

Use this process when you want to sell a component or a spare part that you have in your stock to a customer.

Outcome

  • You have sold a component or a spare part to the customer.
  • An invoice is sent to the customer.
  • Your stock balance has been updated with the transaction.
  • Payment from the customer can be received.

For more information on how the system is affected, refer to the related documents.

Before you start

  • A maintenance customer order type must be defined with the following values in 'Maint CO Type. Open' (COS010):
  • Line delivery should be permitted
  • The default order type for material sales should be defined with stock transaction type 41 in 'Req/Distr Order Type. Open' (CRS200).

    Note that it is possible to specify this order type on a normal MCO order type. It is not necessary to define an order type that is specific for material sales.

Follow these steps

  1. Investigate stock balance

    Investigate the current stock balance to find out whether you have the component that the customer wants. The following programs can be used for stock balance investigations:

    • 'Availability. Display All Warehouses' (MMS081)
    • 'Balance Identity. Display' (MMS060)
    • 'Balance Identity. Open Toolbox' (MWS068).

  2. Entering maintenance customer order

    Use this activity to create material sales orders. These orders are used when a customer wants to buy a serviceable component or a spare part that you have in your stock. The order consists of two components: the order header and the order lines. The order header contains basic order data with information about the customer, the agreement, order dates, etc. The order lines contain information about the component that is to be sold to the customer.

    Basic order data is entered in 'Maintenance Customer Orders. Open' (COS100). Order details are entered in 'Maintenance Customer Orders. Open Line' (COS101).

  3. Sending component to customer

    Use this activity to send the serviceable component or spare part to your customer. This means allocating the component to the customer. This activity is performed in 'Req/Distr Order. Open' (MMS100) when you confirm the picking list in 'Picking List. Report' (MWS420).

  4. Managing invoicing

    The invoicing process consists of a few steps. These allow you to check the transactions on the invoice specification, change transactions, add transactions and regenerate the invoice specification. These activities are performed in 'Maint CO. Check Preliminary Invoice Spec' (COS170).

    This process also includes how to approve and print the invoice specification.

Related topics