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Sales Order Processing: Sale from Stock
SAP Best Practices Baseline Package (India)
SAP Best Practices
Scenario Overview 1
This scenario include two parts:
Sales from Factories
Sales from Depots
Scenario Overview – Sales from Factories 1
Purpose This scenario describes the entire process sequence for a standard sales
process (Sale from Factories) with a customer. The business process encompasses all steps from creating an order to the clearing of a customer account after payment is received.
Benefits When an order is entered, an availability check is performed and a shipping
point is determined automatically A billing document is created and postings to FI and CO are made
Purpose and Benefits:
Scenario Overview – Sales from Factories 2
Required SAP enhancement package 4 for SAP ERP 6.0
Company roles involved in process flows Sales Administrator Warehouse Clerk Billing Administrator Excise Clerk
Key process flows covered Create sales order Order confirmation Delivery Picking Goods issue Billing Excise Invoice
SAP Applications Required:
Scenario Overview – Sales from Factories 3
Sales Order Processing: Sale from Factory
The process starts with the creation of a customer's standard sales order. Depending on the customer and the material, various special events take place during order entry, such as customer/material pricing, insertion of applicable discounts, checking the availability of the materials, and checking the customer‘s credit history.
It is checked if enough material exists in the required storage location. If not, a stock movement takes place. Then, the picking slips are generated to the warehouse clerks to stage the product for shipment to the customer.
Once picked, the physically shipped quantity has to be registered in the system to ensure that there are no differences between the sales order and the delivery document. In case of actual differences, this can also be documented and it ensures correct postings.
After the completion of picking, the warehouse clerk will have to systematically relieve the inventory. This relief of inventory is the actual recording of the physical quantity that is being shipped to the customer. This results in the recording of the cost of goods sold in financial accounting.
Once the inventory has been relieved, the delivery can be invoiced and the revenue, together with the cost of goods sold, is recorded in management accounting. This step signifies the end of the business transaction in Sales and Distribution.
The next step of this document describes how invoices are posted, customer statements are prepared and printed, and the incoming payments are recorded, and then cleared to make sure that the open customer account balance is reconciled.
Excise Payable entry is posted.
Sales from Factory-Detailed Process Description:
Cu
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Process Flow DiagramSales Order Processing: Sale from Stock-Factory Sales
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Sales Order Entry
Customer Needs to Buy
Product
Inventory COGS
AR= Accounts Receivable, COGS = Cost of Goods Sold
Delivery NoteOrder Confirmation
Pick List
Delivery Due List
Post Goods Issue
AR–Incoming Payment
(157)
(Optional)Sales
Quotation (112)
Billing Document
Credit Management
(108)
Credit Management
(108)
Check Batches /
Assign Serial Number
(optional)
Sales: Period End Closing Operations
(203)
Bill
ing
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Billing
Exc
ise
Cle
rk Excise Invoice
Excise Payable
Scenario Overview – Sales from Depots 1
Purpose This scenario describes the entire process sequence for a standard sales
process (Sale from Depot Stock) with a customer. The business process encompasses all steps from creating an stock transfer order/ Purchase order to the clearing of a customer account after payment is received.
Benefits When an order is entered, an availability check is performed and a shipping
point is determined automatically A billing document is created and postings to FI and CO are made
Purpose and Benefits:
Scenario Overview – Sales from Depots 2
Required SAP enhancement package 4 for SAP ERP 6.0
Company roles involved in process flows Sales Administrator Warehouse Clerk Billing Administrator Excise Clerk
Key process flows covered Stock transfer to Depot for finish goods to Capture Excise Goods receipt according to Purchase Order for trading goods Capture
Excise Sales order at depot Delivery at depot Excise invoice at depot Commercial invoice at Depot
SAP Applications Required:
Scenario Overview – Sales from Depots 3
Sales Order Processing: Sale from Depot
The Depot sales process starts with creation of stock transfer order or purchase order to create stock of required material at depot for further sale according to customer requirement.
If stock at Depot is created with STO from Depot to manufacturing plant , then delivery and picking is performed at manufacturing plant. Performa invoice is create with ref. to delivery. Excise invoice is created with ref. to Performa invoice to crate excise payable entry at manufacturing plant.
If stock at Depot is created with PO to vendor , them purchase order from depot is created for required amount of stock.
Material is received at Depot with ref. to delivery at manufacturing plant or PO to vendor and excise values are captured .
Once stock is built up at depot, sales order for sale from depot is created according to customer requirement.
Delivery of material is created with ref. to sales order. Excise invoice is created for delivery at depot. Commercial invoice is created with ref. to delivery at depot.
Detailed Process Description:
Cu
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Process Flow DiagramSales Order Processing: Sale from Stock-Depots Sales
Sal
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War
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Cle
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Acc
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R
ecei
vab
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Acc
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nta
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Ev
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Sales Order Entry
Customer Needs to Buy
Product
Inventory COGS
AR= Accounts Receivable, COGS = Cost of Goods Sold
Delivery NoteOrder Confirmation
Pick List
Delivery Due List
Post Goods Issue
AR–Incoming Payment
(157)
(Optional)Sales
Quotation (112)
Billing Document
Credit Management
(108)
Credit Management
(108)
Check Batches /
Assign Serial Number
(optional)
Sales: Period End Closing Operations
(203)
Bill
ing
A
dm
ini
stra
tor
Billing
Exc
ise
Cle
rk Excise Invoice
Excise Payable
Legend
Symbol Description Usage Comments
Band: Identifies a user role, such as Accounts Payable Clerk or Sales Representative. This band can also identify an organization unit or group, rather than a specific role.
The other process flow symbols in this table go into these rows. You have as many rows as required to cover all of the roles in the scenario.
Role band contains tasks common to that role.
External Events: Contains events that start or end the scenario, or influence the course of events in the scenario.
Flow line (solid): Line indicates the normal sequence of steps and direction of flow in the scenario.Flow line (dashed): Line indicates flow to infrequently-used or conditional tasks in a scenario. Line can also lead to documents involved in the process flow.
Connects two tasks in a scenario process or a non-step event
Business Activity / Event: Identifies an action that either leads into or out of the scenario, or an outside Process that happens during the scenario
Does not correspond to a task step in the document
Unit Process: Identifies a task that is covered in a step-by-step manner in the scenario
Corresponds to a task step in the document
Process Reference: If the scenario references another scenario in total, put the scenario number and name here.
Corresponds to a task step in the document
Sub-Process Reference: If the scenario references another scenario in part, put the scenario number, name, and the step numbers from that scenario here
Corresponds to a task step in the document
Process Decision: Identifies a decision / branching point, signifying a choice to be made by the end user. Lines represent different choices emerging from different parts of the diamond.
Does not usually correspond to a task step in the document; Reflects a choice to be made after step execution
Symbol Description Usage Comments
To next / From last Diagram: Leads to the next / previous page of the Diagram
Flow chart continues on the next / previous page
Hardcopy / Document: Identifies a printed document, report, or form
Does not correspond to a task step in a document; instead, it is used to reflect a document generated by a task step; this shape does not have any outgoing flow lines
Financial Actuals: Indicates a financial posting document
Does not correspond to a task step in a document; instead, it is used to reflect a document generated by a task step; this shape does not have any outgoing flow lines
Budget Planning: Indicates a budget planning document
Does not correspond to a task step in a document; instead, it is used to reflect a document generated by a task step; this shape does not have any outgoing flow lines
Manual Process: Covers a task that is manually done
Does not generally correspond to a task step in a document; instead, it is used to reflect a task that is manually performed, such as unloading a truck in the warehouse, which affects the process flow.
Existing Version / Data: This block covers data that feeds in from an external process
Does not generally correspond to a task step in a document; instead, this shape reflects data coming from an external source; this step does not have any incoming flow lines
System Pass / Fail Decision: This block covers an automatic decision made by the software
Does not generally correspond to a task step in the document; instead it is used to reflect an automatic decision by the system that is made after a step has been executed.
<F
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Ext
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SA
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Business Activity /
Event
Unit Process
Process Reference
Sub-Process
Reference
Process
Decision
Diagram Connection
Hardcopy / Document
Financial Actuals
Budget Planning
Manual Proces
s
Existing Version /
Data
System Pass/F
ail Decisio
n
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