Customer Order Process

Scenario: The following is the topic scenario: Motor Sports International MSI) manages customer orders from initial request for product to the receipt and posting of customer payment as part of the Customer Order Management cycle. To begin the cycle MSI typically takes customer orders over the phone. These orders contain customer and product information, pricing data, delivery schedules, and destinations. Customer service representative use this information to report prices and delivery dates to the customer before they confirm an order. They also use this information to answer customer questions and resolve problems. Following order entry, MSI schedules and organizes customer orders for optimal delivery. They pick the product (noting any discrepancies from the ordered quantity) and print the shipping documents. when MSI releases the deliveries to the customer, the SAP R/3 System automatically updates the inventory quantities and stock values in the general ledger. After MSI delivers the product, billing generates an invoice which automatically creates the corresponding general ledger posting. Billing clerk can group customer deliveries on one invoice or create individual invoices, depending on the customer's requirements. The accounting department periodically reviews the customer's open items and posts payments against customer invoices. Complete the following exercises to ensure that the current configuration of the SAP R'3 System supports MSI's business requirements.

The Customer Order Process has several main steps:

• Creating a Sales Order
• Creating the Delivery
• Billing the Customer
• Customer Payment

The process of creating a sales order depends on two master records:

• Customer Master
• Material Master

Create a Sales Order

MENU PATH

Logistics>Sales/distribution>Sales>Order>Create

Enter the following data:

Create Sales Order Initial Screen

Select Enter Icon to continue.

Create Standard Order Overview-Single Line Entry

Note the requested delivery date field defaults to a future date. Be sure to change it to today's date.

Select the save icon to complete this transaction.

Document the sales order number in the space provided below.

_________________

Display the sales order and the scheduled delivery dates and then record the answer in the table provided below.

MENU PATH

Logistics>Sales/distribution>Sales>Order>Display

Select the enter icon to continue

To display the delivery date for a line item, select the box to the left of the item.

Use the following menu path to display the deliver scheduling dates and then record the answer in the table provided below.

MENU PATH

Item>Schedule lines>(Select the box to the left of the date)Edit>Shipping details

To display the pricing select the Green arrow icon (back icon).

Select the box to the left of the first item.

Execute the following menu path:

MENU PATH

Item>Pricing

Record the cash discount for the first item

RESULTS/NOTES

______________________________

Use the green arrow to go back to the "Display Standard Order Overview-Single line entry" screen.

Display the document flow for the sales order. Record the document status. From the Display Standard Order Overview-Single line entry screen use the following menu path.

MENU PATH

Environment >Document Flow

CREATING THE DELIVERY DOCUMENT

Create and save the delivery for the sales order. Record the system generated document number

MENU PATH

Logistics>Sales/distribution>Shipping>Delivery>Create

Select the enter icon.

Select the SAVE Icon to complete this transaction

Write down the DELIVER NOTE NUMBER in the space provided/

DELIVERY#___________________________

Display the document flow and record the status of the order in the table below:

MENU PATH

Logistic>Sales/distribution>Shipping>Delivery>Display>Environment>Document flow

Change the deliver note and update the picked quantity. Post Goods Issue to notify that the delivery has left the plant

.MENU PATH

Logistics>Sales/distribution>Shipping>Delivery>Change

Select the Picking button.

Enter the picked quantity directly under the order quantity

Select the Post Goods Issue button to inform the system that the goods have left the dock.

CREATE THE INVOICE

MENU PATH

Logistics>Sales/distribution>Billing>Billing document>Create

Enter your document number if it has not defaulted

Select the EXECUTE button

Record the NET VALUE _________________________________-

Select the Save Icon to complete this transaction.

Record the system generated DOCUMENT NUMBER __________________________

Display document flow;

MENU PATH

Logistics>Sales/distribution>Billing>Billing document>Display>Environment>Document flow

Record the ACCOUNTING DOCUMENT and STATUS_______________________________

RECORDING THE CUSTOMER PAYMENT.

Post payment to the invoice that was created above. Record the payment document number.

MENU PATH

Accounting>Financial accounting>Accounts receivable>Document entry>Incoming payment

Enter the following data:

Make sure that the difference is zero

MENU PATH

Document> Simulate

Select the Save Icon.

Display the Document Flow again and this time record the status of the accounting document.

MENU PATH

Logistics>Sales/distribution>Billing>Billing document>Display>Environment>Document Flow

Accounting Department Status _______________________________________