SAP SD Mastery

1. 1

   Create Sales Order (VA01)

   Type: OR. Enter Customer, Material, Qty. Check for Incompletion Log.

2. 2

   Delivery (VL01N)

   Shipping Point is mandatory. Go to 'Picking' tab, enter picked quantity. Click 'Post Goods Issue'.

3. 3

   Billing (VF01)

   Generates F2 Invoice. Accounting document generated automatically.

We sell goods to customer, but vendor delivers directly to customer. We bill customer, vendor bills us.

1. 1

   Sales Order (VA01)

   Item Category: TAS. Schedule Line: CS. This automatically creates a Purchase Requisition (PR).

2. 2

   Purchase Order (ME21N)

   MM Team creates PO referencing the PR. Vendor sends goods to customer.

3. 3

   Invoice Verification (MIRO)

   We pay the vendor based on their invoice.

4. 4

   Billing (VF01)

   We bill the customer. Order-related billing (F2).

1. 1

   Return Order (VA01)

   Type: RE. Create with reference to original Invoice. Reason for rejection mandatory.

2. 2

   Return Delivery (VL01N)

   Type: LR. Post Goods Receipt (PGR). Stock increases.

3. 3

   Credit Memo (VF01)

   Type: G2. Customer account is credited.

Customer pays immediately, and picks up goods immediately. Invoice is printed from the order.

1. 1

   Create Order (VA01)

   Order Type: BV (or CS). Delivery is automatically created in background.

2. 2

   Post Goods Issue (VL02N)

   Access the delivery created in step 1. PGI to reduce stock immediately.

3. 3

   Billing (VF01)

   Order-related billing (BV). Generates Cash Receipt.

Goods delivered immediately, but invoice sent later (standard procedure).

1. 1

   Create Order (VA01)

   Order Type: RO (or SO). Delivery auto-created.

2. 2

   Picking & PGI (VL02N)

   Complete the delivery steps.

3. 3

   Billing (VF01)

   Delivery-related billing (F2). Standard invoice created.

1. 1

   Create Order (VA01)

   Order Type: FD. Pricing is usually 100% discount or not relevant.

2. 2

   Delivery (VL01N)

   Pick and Post Goods Issue. No Billing required usually.

Sending free goods to replace damaged items previously sold.

1. 1

   Create Order (VA01)

   Order Type: SD. Must reference the original order or complaint (RE).

2. 2

   Delivery (VL01N)

   Pick and Post Goods Issue. Stock reduces, no cost to customer.

Moving stock from our plant to customer location. We still own the stock.

1. 1

   Order (VA01)

   Type: KB. Not relevant for billing.

2. 2

   Delivery (VL01N)

   PGI moves stock to "Customer Consignment Stock" (Special Stock W).

Customer uses the stock stored at their site. Now we bill them.

1. 1

   Order (VA01)

   Type: KE. Reduces special stock W.

2. 2

   Delivery (VL01N)

   PGI confirms consumption.

3. 3

   Billing (VF01)

   Invoice created based on consumption.

Customer returns unused stock to us.

1. 1

   Order (VA01)

   Type: KA.

2. 2

   Return Delivery (VL01N)

   PGR (Post Goods Receipt). Moves stock from Special Stock W back to unrestricted.

Customer returns goods they had already "consumed" (issued) and paid for.

1. 1

   Order (VA01)

   Type: KR.

2. 2

   Delivery (VL01N)

   PGR adds stock back to Consignment Stock (W).

3. 3

   Credit Memo (VF01)

   Refund the customer.

We overcharged the customer, but no goods are returned.

1. 1

   Create Request (VA01)

   Type: CR. Reference the Invoice. Remove Billing Block.

2. 2

   Credit Memo (VF01)

   Create billing document (G2). No delivery involved.

We undercharged the customer and need to bill them more.

1. 1

   Create Request (VA01)

   Type: DR. Reference the Invoice. Remove Billing Block.

2. 2

   Debit Memo (VF01)

   Create billing document (L2).

Used when quantity or price was wrong. System creates two items: Credit (wrong value) and Debit (correct value).

1. 1

   Create Request (VA01)

   Type: RK. Must reference Invoice.

2. 2

   Billing (VF01)

   Calculates the difference.

Customer agrees to buy 1000 units over a year.

1. 1

   Create Contract (VA41)

   Type: QC. Enter validity dates and target quantity.

2. 2

   Release Order (VA01)

   Create standard OR, create with reference to Contract. Consumes contract quantity.

Customer agrees to buy $50,000 worth of goods.

1. 1

   Create Contract (VA41)

   Type: VC. Enter target value.

2. 2

   Release Order (VA01)

   Standard Order referencing Contract. Consumes value.

Agreement with fixed delivery dates and quantities in the schedule lines.

1. 1

   Create Agreement (VA31)

   Type: DS (or LP). Enter items.

2. 2

   Maintain Schedule Lines (VA32)

   Enter dates and quantities. Delivery list is run against these dates.

Moving stock between plants under the same Company Code.

1. 1

   Create PO (ME21N)

   Type: UB. Vendor is not required, supplying plant is used.

2. 2

   Replenishment Delivery (VL10B)

   Create delivery in background.

3. 3

   Goods Receipt (MIGO)

   Receiving plant posts receipt.

Moving stock between plants with different Company Codes (Sale & Purchase).

1. 1

   Create PO (ME21N)

   Type: NB. Supplying plant acts as Vendor.

2. 2

   Delivery & Billing (VL10B / VF01)

   Supplying plant delivers and bills the receiving company (Intercompany Invoice IV).

Customer orders from Co. Code A, but goods are delivered from Co. Code B.

1. 1

   Sales Order (VA01)

   Created in Sales Org A. Delivering Plant belongs to Sales Org B.

2. 2

   F2 Invoice (VF01)

   Sales Org A bills the customer.

3. 3

   IV Invoice (VF01)

   Sales Org B bills Sales Org A (Intercompany Billing).

Production is triggered specifically for this sales order.

1. 1

   Sales Order (VA01)

   Strategy Group (Material Master) determines MTO. TOR passes to PP.

2. 2

   Production & Receipt

   Goods are produced and received into Sales Order Stock (Special Stock E).

3. 3

   Delivery (VL01N)

   Delivery consumes Sales Order Stock.

"Buy 10, pay for 9". The free item is part of the ordered quantity.

1. 1

   Condition Record (VBN1)

   Set up condition NA00. Select "Inclusive".

2. 2

   Sales Order (VA01)

   When qty 10 is entered, system splits it: 9 main items (paid), 1 sub-item (free/TANN).

"Buy 10, get 1 extra free". The free item is added on top of ordered quantity.

1. 1

   Condition Record (VBN1)

   Set up condition NA00. Select "Exclusive".

2. 2

   Sales Order (VA01)

   When qty 10 is entered, system adds a new line item for the free good (TANN).

How SAP decides which pricing schema to use in an Order.

1. 1

   Assign (OVKK)

   Transaction OVKK is the key T-Code for this assignment table.

Automatically swapping one material for another (e.g., Old Model -> New Model).

1. 1

   Create Record (VB11)

   Enter "Mat Entered" and "Mat to Substitute". Select substitution reason.

Controlling which customers can buy which products.

1. 1

   Listing (VB01 - A001)

   Customer can ONLY buy materials listed here.

2. 2

   Exclusion (VB01 - B001)

   Customer cannot buy materials listed here.

Suggesting accessories or related products (e.g., Laptop -> Suggest Mouse).

1. 1

   Create Record (VB41)

   Link main material to suggested material. Triggers pop-up in VA01.

Automatically sending Order Confirmations or Invoices via Email/Print.

1. 1

   Maintain Conditions (NACE)

   Assign Output Types (e.g., BA00 for Order) to Procedure. Create condition records in VV11.

Calculates how goods travel and transit time.

1. 1

   Configuration (0VRF)

   Define modes of transport and transit times.