CHINA IN THE WORLD

After completing the order and prior to the delivery date, the delivery process commences.

Create a delivery document to initiate the shipping process.

Figure 2-58: Process overview: Shipping process

2.5.4.1 Create delivery To create a delivery, choose

Logistics  Sales and Distribution  Shipping and Transportation Outbound Delivery

 Create  Single Document  With Reference to Sales Order (VL01N)

1. Enter shipping point 1000.

2. Enter the current date as selection date.

3. Enter your sales order number (it should already be entered as default value).

4. Choose Enter.

5. Usually, you should get an error message from the system stating that for the current date, no scheduling line is due.

Figure 2-59: Error message: SAP system screenshot

6. In the document column, click your sales order number. The display forward order screen appears.

7. In the menu, click Sales Document  Change. With this, you switch to the change mode.

8. Select item line 10 and select Goto  Item  Schedule Lines from the menu. Indeed, you can see that in the sales order, a schedule line with the requested delivery date was created. However since you already completed production and want to deliver timely, overwrite the delivery date field with the current date.

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Dipl.-Wirt.-Inf. Taymaz Khatami

Figure 2-60: Schedule line: SAP system screenshot

9. Confirm with Enter. The system creates an alternative schedule line. Save the document.

10. Call up transaction VL01N again.

11. Enter shipping point 1000.

12. Enter the current date as selection date.

13. Enter your sales order number. Choose Enter. The system now opens a delivery document.

14. Select the picking tab. Enter storage location 0001 and save the document.

15. List the delivery document number on your data sheet.

Delivery document: ___________________________________________________

Figure 2-61: Create delivery document: SAP system screenshot

Next, open the newly created delivery in the change mode and answer the following questions. List the answers on your data sheet. Choose

Logistics  Sales and Distribution  Shipping and Transportation  Outbound Delivery

 Change  Single Document (VL02N)

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Enter the number of your delivery document and choose Enter.

1. Which delivery quantity has the position in your delivery document?

2. Which picking quantity has the first item? Can you modify this entry?

Take a look at the document flow by clicking the symbol.

3. What is the status of the standard order?

4. What is the status of the delivery?

Return to the easy access menu.

2.5.4.2 Picking

The next step of the shipping process is picking. To facilitate picking, we process the transfer order in the lean WM (warehouse management). Create the transfer order. Therefore, choose

Logistics  Sales and Distribution  Shipping and Transportation  Picking  Create Transfer Order  Single Document (LT03)

1. Enter warehouse number 010.

2. Check whether the delivery number equals your delivery number.

3. Select from the drop-drown Foreground/Background foreground.

4. Enter 1 in the adopt picking quantity field.

5. Choose Enter.

6. Choose Save and list number of the transfer order on your data sheet.

Transfer order: ____________________________________________________

2.5.4.3 Enter goods issue

Now that picking is completed and the product left the plant, the process to post goods issue is next. Therefore, choose

Logistics  Sales and Distribution  Shipping and Transportation  Outbound Delivery

 Change  Single Document (VL02N)

1. Enter the number of your delivery document and choose Enter.

2. Please ensure that the picking quantity and the delivery quantity on the picking tab equal each other now.

3. Select the button.

4. You receive the message that the delivery was saved.

2.5.4.4 Display document flow

Display the document flow once again. Choose

Logistics  Sales and Distribution  Shipping and Transportation  Outbound Delivery

 Display (VL03N)

1. Select the symbol.

2. You can see that the status of the delivery is now in process, while transfer order and goods issue are already completed.

3. Although delivery is completed physically (the customer received the goods!), the status of the delivery document is not completed, yet. This occurs only when the

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invoice for the delivery was created and thus, when the process “leaves” the SD module. After that, it is a “problem” of financial accounting.

2.5.5 Billing

After posting goods issue, you can create an invoice for products that were delivered physically to the customer. Carry out the billing process for your delivery and record the net value of the invoice.

Figure 2-62: Process overview: Billing

2.5.5.1 Create a billing document Therefore, choose

Logistics  Sales and Distribution  Billing  Billing Document  Create (VF01)

1. In the document column, enter your delivery number.

2. Choose Enter.

3. List the net value of the invoice on your data sheet.

Net value: ___________________________________________________

4. Choose the button to display the header data of the pricing conditions.

5. Select the conditions tab. List the total amount on the data sheet. What is the profit margin of the order? The contribution margin is the difference of the net value (returns from the order) and the variable costs of order handling (transfer price).

Total amount: ____________________________________________________

Profit margin: _______________________________________________

6. Save the billing document and list the invoice number.

Billing number: ________________________________________________

2.5.5.2 Display document

Display the document flow once again. Choose

Logistics  Sales and Distribution  Billing  Billing Document  Change (VF02)

1. Enter the number of your billing document.

2. Choose Enter.

3. Again, select the button.

4. You can see that the delivery was completed with billing. The invoice document is completed as well. Only one accounting document (the “problem” of financial

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accounting) was created that is not cleared yet. This step will be completed when the customer pays the invoice.