CREATE STANDARD SALES

ORDER PROCEEDING TO
PAYMENT IN SAP
SAP FUNCTIONAL GUIDE

BY SADOU BALDE

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Table of contents
1 Create sales order in SAP ................................................................................... 2
2 Definition .......................................................................................................... 2
3 Business scenario: ............................................................................................ 2
Data..................................................................................................................... 2
4 Create sales order ............................................................................................. 3
Step-by-step process ............................................................................................ 3
5 Create standard order ........................................................................................ 3
6 Create outbound delivery ................................................................................... 4
7 Post goods issue ............................................................................................... 6
8 Create billing document ..................................................................................... 6
9 Create incoming payments ................................................................................ 8
10 Conclusion .................................................................................................. 10
11 Illustration table ........................................................................................... 10

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1 Create sales order in SAP

In this tutorial document, you will learn how to create a sales order in SAP, from the
customer order to the payment process.

2 Definition
A sales order is a contract between a customer and a sales organization for a goods or
services over a specified period.

You should have all the information from the customer master record and material master
record.

3 Business scenario:
Imagine you are a company selling handlebars. You currently have 100 units in stock and
want to sell 30 units to your customer, "BICYCLEM01".

The first step in the sales order process is to ensure that the product is available and that
you have sufficient stock.

Additionally, you must verify that your customer is correctly registered in the SAP system
with all the necessary details in the Sales and Distribution (SD) module for order
processing and shipping, as well as in the Finance (FI) module for payment processing.

Once the standard sales order is created in SAP, the process continues with the following
steps:

1. Create the outbound delivery: This ensures that the goods are prepared for
shipment.
2. Post the goods issue: This reduces the stock and updates inventory records.
3. Create the billing document: This generates the invoice for the customer.
4. Process the incoming payment: The final step, where the customer makes the
payment, and it is recorded in the system.

Let’s follow this process step-by-step.

Data
Material : HANDLEBARS
Goods receipt other : 4900032630
Customer : BICYLCEM01
Sales order : 311
Outbound delivery : 80000353

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4 Create sales order

In this step you are going to create de sales order in the system (OR standard order).

Step-by-step process
To create a sales order, follow this step-by-step process

- Enter T-code VA01 in the command field and press Enter.

- Enter order type OR for standard order
- In the organizational data
o Enter sales organization
o Distribution channel
o Division

Figure 1 : create sales documents

5 Create standard order

A standard sales order OR is fundamental document that represents a customer request
to purchase goods under agreed-upon conditions. It is starting point of the Order-to-cash
(O2C) process.

In the standard order overview enter the following information

- Sold to pay
- Ship to pay
- Customer reference
- Material

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- Quantity
- Plant
- Payment terms
- Delivery date

Then save the entries

Figure 2 : create standard order overview

6 Create outbound delivery

The outbound delivery is a document that facilitates the shipping process after a standard
sales order is created.

It represents the movement of goods from the company’s warehouse to the customer and
triggers critical logistics steps (picking, packing, transportation, and goods issue).

Use T-code Vl01n to create an outbound delivery, on the screen enter the following
information

- Shipping point
- Order
- Date

Save you entries

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Figure 3 : create outbound delivery with reference

Figure 4 : create outbound delivery overview

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7 Post goods issue

Post goods issue is the final step in the outbound delivery process, where the ownership
of goods is transferred from the company to the customer.

Click just on the post goods issue button by using VL02n T-code

Figure 5 : document flow

8 Create billing document

The billing document serves as an invoice generated after the post goods issue. It
formalizes the financial transaction between the company and the customer with all
details such as: sold goods, pricing, taxes and payment terms.

In this step SAP will take the reference of the outbound delivery to create the billing
document.

- Press enter
- Save document

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Figure 6 : create billing document

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Figure 7 : billing document

9 Create incoming payments

Incoming payments refers to the process of recording and settling payments received
from customers for invoices issued through the billing document.

Use T-code F-28 for incoming payments, enter the following information

- Document date
- Bank account
- Amont
- Customer account
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- Press enter

Figure 8 : post incoming payment

Figure 9 : Payment

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Figure 10 : customer display

10 Conclusion
In this tutorial, you have learned how to create a Standard Sales Order using VA01,
generate an Outbound Delivery with VL01N, post the Goods Issue using VL02N, create a
Billing Document with VF01, and process an Incoming Payment using F-28.

This sequence of steps is a core part of the Order-to-Cash (O2C) process in SAP. As an
SAP Functional Consultant, mastering this process is essential for efficiently managing
sales, logistics, and financial transactions within the system.

11 Illustration table
Figure 1 : create sales documents ............................................................................. 3
Figure 2 : create standard order overview ................................................................... 4
Figure 3 : create outbound delivery with reference ...................................................... 5
Figure 4 : create outbound delivery overview .............................................................. 5
Figure 5 : document flow ........................................................................................... 6
Figure 6 : create billing document .............................................................................. 7
Figure 7 : billing document ........................................................................................ 8
Figure 8 : post incoming payment .............................................................................. 9
Figure 9 : Payment .................................................................................................... 9
Figure 10 : customer display .................................................................................... 10

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