Topic: Sales order
| Name | Target Completion Date | Actual Completion Date | Status O/I/C* |
Config. template prepared by |
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*Status: O – Outstanding, I – In Progress, C – Completed
Client Dependent/Independent | Client Independent |
I. Objective
- Set up sales order to perform a central controlling function for the entire sales order process
- Set up number range
- Set up order reason
- Set up copy control
- Set up reject reason
II. Configuration Template
Step 1.1: Set up sales document types
Step 1.1 | Goto t-code SPRO |
IMG Menu | IMG> Sales and Distribution > Sales > Sales Documents > Sales Document Header > Define Sales Document Types |
Prerequisite |
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The sales document types represent the different business transactions in sales and perform a central controlling function for the entire sales order press. The sales document types are not isolated which are always closely linked with delivery types and billing types
Double click the item
Step 2.1: Set up number ranges for sales documents
Step 2.1 | Goto t-code VN01 |
IMG Menu | IMG> Sales and Distribution > Sales > Sales Documents > Sales Document Header > Define Number Ranges For Sales Documents |
Prerequisite |
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When creating a sales document, a unique number. is assigned which identifies the sales document. The number comes from the number range which is provided for the document type.
Click “Intervals”
Click “Status”
Step 4.1: Assign Sales Area To Sales Document Types
Step 4.1 | Goto t-code SPRO |
IMG Menu | IMG> Sales and Distribution > Sales > Sales Documents > Sales Document Header > Assign Sales Area To Sales Document Types |
Prerequisite |
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Not used
Step 5.1: Define Item Categories
Step 5.1 | Goto t-code SPRO |
IMG Menu | IMG> Sales and Distribution > Sales > Sales Documents > Sales Document Item > Define Item Categories |
Prerequisite |
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Double click item
Step 6.1: Define Default Values For Material Type
Step 6.1 | Goto t-code SPRO |
IMG Menu | IMG> Sales and Distribution > Sales > Sales Documents > Sales Document Item > Define Default Values For Material Type |
Prerequisite |
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Step 6.2: Assign Item Categories
Step 6.2 | Goto t-code SPRO |
IMG Menu | IMG> Sales and Distribution > Sales > Sales Documents > Sales Document Item > Assign Item Categories |
Prerequisite |
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Step 7.1: Define Reasons For Rejection
Step 7.1 | Goto t-code SPRO |
IMG Menu | IMG> Sales and Distribution > Sales > Sales Document Item > Define Reasons For Rejection
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Prerequisite |
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Step 8.1: Define Schedule Line Categories
Step 8.1 | Goto t-code SPRO |
IMG Menu | IMG> Sales and Distribution > Sales > Schedule Line > Define Schedule Line Categories
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Prerequisite |
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Step 8.2: Assign Schedule Line Categories
Step 8.2 | Goto t-code SPRO |
IMG Menu | IMG> Sales and Distribution > Sales > Schedule Line > Assign Schedule Line Categories
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Prerequisite |
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Step 9.1: Define Status Profile
Step 9.1 | Goto t-code SPRO |
IMG Menu | IMG> Sales and Distribution > Sales > Sales Document > Define Status Profile
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Prerequisite |
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Step 9.1: Maintain Copy Control for Sales Documents
Step 9.1 | Goto t-code SPRO |
IMG Menu | IMG> Sales and Distribution > Sales > Maintain Copy Control for Sales Documents
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Prerequisite |
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Define control data for the document flow of sales documents. Specifications for copying requirements and data transfer, quantity and value updates in document flow.
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