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Former Member

sales process from Inquiry

can u plz expliain the sales process.

this i have to explain to others or client

1.how the sales process runs in SAP . eX: the customer inquires abt the product and aftger the finalization of the quotation

plz dont say inquiry , quotation,, delivery , billing . .

2. After Billing doc, what happens. . It will go to FI . WHAT WILL IT BE CREDITED AND DEBITED

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4 Answers

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    Former Member
    Jul 16, 2008 at 08:22 AM

    hi ,

    1. inquiry:

    2. quotation.

    3.optional (send sample)

    4. sales order.

    5. delivery

    6.billing

    thanks

    kuntla

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    Former Member
    Jul 16, 2008 at 08:23 AM

    Hi Toni,

    1.how the sales process runs in SAP . eX: the customer inquires abt the product and aftger the finalization of the quotation

    The customer inquires abt the product-->Leads to creation of Inquiry in the SAP

    aftger the finalization of the quotation-->Leads to creation of Quotation in SAP.

    If the customer accepts the quotation he will raise PO

    Based on Customer PO we will create sale order with the reference to the quotation

    Based on the sales order we will do the delivery

    Based on the delivery we will do the billing

    2. After Billing doc, what happens. . It will go to FI . WHAT WILL IT BE CREDITED AND DEBITED

    -->Sales revenue account will get credited

    -->Customer account will get debited

    I hope it will help you,

    Regards,

    Murali.

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    Former Member
    Jul 23, 2008 at 10:31 AM

    HI Toni..

    Let me also try to explain you a bit more about the sales process..

    Sales Process

    First the customer approaches the company or the company approaches the customer .The sales process begins with the creation of Inquiry(IN). (T.code VA11)

    (T.code VA21) Quotation(QT) will follow the creation of Inquiry and if the customer is OK with the price and everything, he raise a Purchase Order for the same.

    Then the sales order comes into the picture(T.code VA01). It could be with or without reference to a PO.There are various order types (like Normal sales order, Cash sale, Rush order )based on your requirement.Once the SO is created. You can create the delivery docuement (LE) (T.code VL01n). Once all the materials are ready to be dispatched enter the picking quantity and PGI (T.code VL02n)

    Then we need to invoice the customer (T.code VF01) with reference to the delivery and invoice can be relased to accounting (VF02)

    This is how a sales cycle works.

    Second Question

    Various GL accounts will get hit once you post it to the accounts.the most important ones are

    1.COGS (Cost Of Goods Sold) will be credited

    2.Customer Account will be debited.

    Hope this helps... 😊

    Cheers,

    Safeer Rahman

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    • Former Member

      Hello Rahman,

      The ans u gave is help for me..but my qustion is to were the LT03 is takes place.. it done before the PGI or after that plz give me replay..

      thanks

      neo

      Edited by: neo.anu on May 6, 2010 8:04 PM

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    Former Member
    Jul 23, 2008 at 11:21 AM

    1. Inquiry is from the customer to the organisation. The document is created with t.code VA11.

    2. With reference to this Inquiry , Quotation is created with t.code VA21.

    Quotation is from the organisation to the Customer. It always has a validity period and it is legally binding document.

    Inquiry once referred to a Quotation irrespective of any quantity, its gets a completed status.

    3. If customer agrees, then it results in a Sale order.Sometime order is placed through a Purchase order,sometime it may be over phone etc.

    This step is called Sales order processing.

    We enter all relevant data regarding the customer, material,Requested delivery date, price,quantity etc in the sales order.

    Availability check is conducted in this phase.

    From this sales order Requirement Transfer takes place to Materials planning(SD-MM interface).

    It is the look out of materials planning department to make the stock available for the SD depertment & they go for various option like, from present stock, stock tranasfer, Make-to-order,Replenishment etc.

    This is called Inventory sourcing which is done during Sales order processing.

    During this phase Credit check (SD-FI) also takes place which depends on the settings.

    4. Next step is Shipping.

    We create a Delivery doc with reference to the Sales order and the data are copied to the delivery doc from the sales order.

    Shipping is a process consisting several sub-processes.

    They are,

    i) Creation Delivery document

    ii) Picking (optional)

    iii) Packing (optional)

    iv) Transportation planning (optional)

    v) Post goods issue

    Out of this sub-processes, Creation of a delivery document & Posting goods issue are mandatory sub-process.

    Once you have done the PGI, then only your Shipping process

    is completed and becomes due for billing.

    When PGI is done , value wise & quantity wise it is updated in FI & MM respectively.

    PGI is SD-FI & SD-MM integration point . A billing due list is generated.

    5. Next step is Billing.

    We create a Billing document (more popularly called Invoice ) with reference to the Delivery document. Data from the delivery doc are copied to the Billing document.

    Once Billing document is saved , data are transfered to Accounting (FI) when it is released to accounting .

    A accounting document is generated when billing document is released to accounting.

    So, billing is a SD-FI integration point.

    Once billing document is created then only status of Delivery document gets completed.

    Sales statistic is updated and customer credit limit is also updated once the Billing document is created.

    Posting is made to customer. Customer account is debited and revenue account is credited.

    6. Next step is Payment.

    This is an area of FI department.

    Once the Payment is realised , then the Sales process is completed.

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