Creating Sales Orders in SAP SD

Sales Order processing is an essential part of the SAP SD (Sales and Distribution) module. A Sales Order is created when a customer places an order for a product or service. This tutorial will guide you through the process of creating a Sales Order in SAP SD, including a real-world example to help you understand how the process works in a business scenario.

What is a Sales Order in SAP SD?

A Sales Order in SAP SD represents a document that records a customer's request for products or services. It contains details like the customer’s information, materials ordered, prices, delivery dates, and payment terms. The Sales Order is the foundation for further processes like delivery, billing, and inventory management.

Steps to Create a Sales Order in SAP SD

Follow the steps below to create a Sales Order in SAP SD. We will use the example of a customer "C1001" placing an order for material "M1001" (a laptop).

Step 1: Access the Sales Order Creation Screen

  1. Transaction Code: To begin creating a sales order, enter the transaction code VA01 in the SAP command field and press Enter.
  2. Sales Order Type: The first screen asks for the Sales Order Type. For a standard order, choose the order type OR (Standard Order).
  3. Sales Organization: Enter the relevant sales organization, for example, "1000".
  4. Distribution Channel: Enter the distribution channel, such as "10" (Direct Sales).
  5. Division: Enter the division, such as "01" (Consumer Electronics).
  6. Click "Enter" to proceed to the next screen.

Step 2: Enter Customer and Material Information

On the next screen, enter the details for the customer and material in the sales order.

  1. Customer: Enter the customer code, for example, C1001.
  2. Material: Enter the material code, such as M1001 for the laptop.
  3. Order Quantity: Enter the quantity of the material the customer is ordering, e.g., "2" laptops.
  4. Delivery Date: Enter the required delivery date for the customer, for example, "2024-12-25".
  5. Click "Enter" to continue.

Step 3: Review Pricing and Conditions

After entering the customer and material details, the system will automatically pull the pricing conditions based on the Customer-Material Info Record (if set up) or the Pricing Conditions maintained in the system. Here, you can review the pricing and adjust it if necessary:

  1. Price: The system will display the price based on the pricing condition records for this material and customer. For example, if there is a 10% discount, the system will adjust the price accordingly.
  2. Additional Charges: If there are any additional surcharges or discounts, you will see them here.
  3. Taxes: Any applicable taxes will be displayed based on the tax configuration in the system.
  4. Click "Enter" to confirm the pricing details.

Step 4: Enter Delivery and Shipping Information

Next, enter the delivery and shipping details for the sales order:

  1. Delivery Plant: Enter the plant from which the material will be shipped. For example, "1000" (Warehouse A).
  2. Shipping Point: Enter the shipping point, such as "10" (Main Distribution Center).
  3. Shipping Condition: Choose the shipping condition that applies (e.g., "01" for standard shipping).
  4. Shipping Instructions: If there are any special instructions, enter them here (e.g., "Handle with care").
  5. Click "Enter" to continue.

Step 5: Verify and Save the Sales Order

Before saving the Sales Order, verify that all details are correct:

  1. Check Data: Verify customer information, material details, pricing, delivery, and shipping conditions.
  2. Order Summary: The system will provide a summary of the Sales Order, including the items, pricing, and delivery schedule.
  3. Save the Order: Once everything is confirmed, click the "Save" button to create the Sales Order in the system.
  4. Sales Order Number: The system will generate a unique Sales Order number (e.g., "SO10001"). Write it down for future reference.

Step 6: Review the Sales Order

Once the Sales Order is saved, you can display or modify it using transaction code VA03. Enter the Sales Order number to view the details.

  1. Enter Sales Order Number: Enter the Sales Order number (e.g., SO10001).
  2. Display Details: The system will display the details of the Sales Order, including customer information, material details, pricing, and delivery schedule.
  3. If required, you can make changes by using the "Change" function or delete the order if necessary.

Real-World Example

Let’s consider a real-world example of creating a sales order for a customer "C1001" and a material "M1001" (a laptop):

  • The customer "C1001" calls the sales department and places an order for 2 laptops (M1001) with a delivery date of "2024-12-25".
  • The Sales Order is created in the SAP system using the transaction code VA01. The system automatically populates the customer’s details and the material information.
  • A 10% discount is applied based on the Customer-Material Info Record for this combination of customer and material.
  • The laptop is to be delivered from the warehouse (Plant 1000), and the shipping condition is set as "standard delivery".
  • The sales order is saved, and the order number "SO10001" is generated. The sales team uses this number to track the order, ensure timely delivery, and eventually generate the invoice.

Conclusion

Creating Sales Orders in SAP SD is a crucial task in the order-to-cash process. The steps outlined in this tutorial, along with the real-world example, demonstrate how easy it is to process a customer order, apply pricing, define delivery conditions, and save the Sales Order in SAP. Understanding how to create and manage Sales Orders efficiently is essential for businesses to ensure smooth sales transactions and customer satisfaction.




Advertisement