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Sales Process

The sales process in SAP SD involves various steps from receiving a customer inquiry to delivering goods or services. Key aspects include sales document types like sales orders, quotations, and contracts that are used to manage different stages. The sales process typically begins with creating a sales document, which then undergoes pricing, availability, and credit checks before being confirmed. Additional steps like picking, packing, and goods issue are performed to prepare for delivery. Finally, the goods are delivered to the customer and documents like delivery notes and invoices are generated. SAP SD provides document flow tracking to allow users to view the history, status, and relationships between different sales documents and activities.

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43 views

Sales Process

The sales process in SAP SD involves various steps from receiving a customer inquiry to delivering goods or services. Key aspects include sales document types like sales orders, quotations, and contracts that are used to manage different stages. The sales process typically begins with creating a sales document, which then undergoes pricing, availability, and credit checks before being confirmed. Additional steps like picking, packing, and goods issue are performed to prepare for delivery. Finally, the goods are delivered to the customer and documents like delivery notes and invoices are generated. SAP SD provides document flow tracking to allow users to view the history, status, and relationships between different sales documents and activities.

Uploaded by

tosik33721
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Sales Process

In SAP SD, the sales process involves various steps from receiving a customer
inquiry to delivering the goods or services to the customer. Here's an overview
of the key aspects of the sales process:

Sales Document Types and Configurations:

Sales documents are used to manage different stages of the sales process.
Common sales document types include:
Sales Order (OR): Used to create customer orders for goods or services.
Quotation (QT): Used to provide pricing and terms to customers before they
place an order.
Contract (KON): Represents long-term agreements with customers for the
delivery of goods or services.
Each sales document type has its own configuration settings, including
document number ranges, item categories, and copying control rules.
Sales Document Processing from Creation to Delivery:

The sales process typically begins with the creation of a sales document such
as a sales order or quotation.
Sales documents can be created manually by users or automatically generated
based on customer inquiries or contracts.
Once a sales document is created, it undergoes various processing steps such
as:
Pricing: Determination of prices and discounts based on pricing conditions
and master data.
Availability Check: Verification of product availability based on inventory levels
and allocation rules.
Credit Check: Evaluation of customer credit limits to ensure creditworthiness.
Delivery Scheduling: Determination of delivery dates and scheduling of goods
delivery.
After processing, the sales document is confirmed, and if necessary, additional
steps such as picking, packing, and goods issue are performed to prepare the
goods for delivery.
Finally, the goods are delivered to the customer, and relevant documents such
as delivery notes and invoices are generated.
Document Flow and Order Tracking:

SAP SD provides a document flow feature that allows users to track the
processing status of sales documents and their related transactions.
Document flow provides a graphical representation of the relationships
between different sales documents, such as sales orders, deliveries, and
invoices.
Users can easily navigate through the document flow to view the history and
current status of a sales transaction, including any related documents and
activities.
Document flow enhances transparency and visibility into the sales process,
enabling better decision-making and customer service.
By effectively managing sales documents and following the sales process from
creation to delivery, organizations can ensure efficient order processing,
timely delivery of goods or services, and improved customer satisfaction.

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