Sales A/R Sales Process Practice

Topic:   Sales Process

1-1       Choose Sales-A/R ® Sales Quotation.

1-1-1  

Field Name or Data Type	Values
Customer	C1008
Item	Use the Tab key to choose items A1010-A1015

1-1-2   Add the relevant information to the item text and use the key combination Ctrl + Tab to continue.

1-1-3   ChooseForm Settings from the tool bar.
On the Table Format tab, select the Visible and Active checkboxes for Discount%.

Enter a discount for one of the items:

Field Name or Data Type	Values
Discount %	10

1-1-4         Enter a discount for the entire document:

Field Name or Data Type	Values
In front of the %Discount field	02

Choose Add.

1-2       Copy the quotation.

1-2-1   Choose Sales-A/R ® Sales Quotation, then Data® Last Data Record or the respective button in the tool bar, or choose Sales ® Sales Reports ® Open Items List and display the open quotations. Choose the last quotation. Then choose Data ® Duplicate or right mouse-click ® Duplicate.

1-2-2   Choose a different customer. The message “Update document rows according to new BP's data?” appears.

If you choose Yes, the system adjusts the row data for the current business partner. If you choose No, it copies the document row data in full.

1-3       Create an order for your customer.

1-3-1   Choose Sales-A/R ® Sales Order.

Field Name or Data Type	Values
Customer	C1008

Choose Sales Quotation
Select the quotation and copy all the items.

1-3-2   Choose the Logistics tab and set the Purchase Order indicator.

1-3-3   Choose Add . In the Purchase Order Confirmation window, select the items A1010 and A1011 and choose the button >> icon.

Choose Add.

1-3-4   Choose Sales Order ® Base Document.
You cannot change the data in the quotation any more.

1-4       You want to pick and deliver now the ordered items A1012 and A1013.

1-4-1         Choose Inventory ® Pick and Pack ® Pick Pack Manager.

Field Name or Data Type	Values
Status	Open

See in the column Avail. to Release, if you have enough of the items available.

Select the lines of the last two items of the last sales order.
and choose Release to Pick List.

Choose Add.

1-4-2         Choose Inventory ® Pick and Pack ® Pick Pack Manager.

Field Name or Data Type	Values
Status	Released

Select the orange arrow link of the last Pick No., that you have just created in the previous exercise.

Enter the picked quantities in the column Picked.

Field Name or Data Type	Values
for Item A1002:	Qty:3
for Item A1003:	Qty:5

Choose Update and OK.

1-4-3         Choose Inventory ® Pick and Pack ® Pick Pack Manager.

Field Name or Data Type	Values
Status	Picked

Select the lines of the last two pick lists and choose Deliver.

The delivery contains only the picked items and quantities.

1-4-4   Choose Sales-A/R ® A/R Invoice.

Field Name or Data Type	Values
Customer	C1008

Choose Deliveries.

Select the delivery and copy all data.

Choose Add.

1-5       Some of your customers purchase their goods directly from the warehouse and pay immediately.

1-5-1   Choose Sales-A/R ® A/R Invoice + Payment.
The system automatically proposes the customer C9999 (Default Customer for A/R Invoice + Payment). This customer is to be defined under Administration ® Definitions ® Financials ® G/L Account Determination. Choose the Sales tab.
Using the default values in the user parameters, you can also assign a separate customer master record to each user for the A/R Invoice + Payment transaction. Choose Administration ® Definitions ® General ® Users -Defaults

1-5-2   Choose the item. Choose Add.
Next, you have to enter the customer's payment means.

1-5-3   The options available are Check, Bank Transfer, Credit Card and Cash.