Download - Third-Party Order Processing
© RGL Consultancy aug. 2010 Third-Party Order Processing v0 www.rglconsultancy.nl
1 / 25
Third-party Order Processing
CONTENTS: Page
1) Introduction 2
2) Customizing settings 2
3) Master data settings 11
4) Process demonstration 17
1 - Create Sales Order 17
2 - Create Purchase Order 19
3 - Invoice Verification 21
4 – Billing 22
APPENDIX: Process schema 25
© RGL Consultancy aug. 2010 Third-Party Order Processing v0 www.rglconsultancy.nl
2 / 25
1) Introduction In this document I will demonstrate the Third-party Order process.
In third-party order processing the company transfers the sales order to an external vendor. This vendor
delivers the goods directly to the customer and invoices the company. The customer receives an invoice
from the company’s sales office. See also the appendix at the end of this document for an overview of this
process.
2) Customizing settings For this process I have setup own document types by copying the standard SAP documents.
This paragraph gives an overview of all relevant customizing settings for this process.
New Purchase Requisition type ZTPO: Call up the customizing transaction as follows:
Menu Path IMG → Materials Management → Purchasing → Purchase Requisition → Define
Document Types
Tr. code / Table - / -
Copied document type NB to ZTPO:
Defined item category S as the only admissible item category:
New Purchase Order type ZTPO: Call up the customizing transaction as follows:
Menu Path IMG → Materials Management → Purchasing → Purchase Order → Define
Document Types
Tr. code / Table - / -
Copied document type NB to ZTPO:
© RGL Consultancy aug. 2010 Third-Party Order Processing v0 www.rglconsultancy.nl
3 / 25
Defined item category S as the only admissible item category:
Linked purchase requisition – document type
New Sales Order type ZTPO: Call up the customizing transaction as follows:
Menu Path IMG → Sales and Distribution → Sales → Sales Documents → Sales Document
Header → Define Sales Document Types
Tr. code / Table VOV8 / TVAK
Copied order type OR � ZTPO
Select sales document type ZTPO and then click on button
© RGL Consultancy aug. 2010 Third-Party Order Processing v0 www.rglconsultancy.nl
4 / 25
Assign sales area 1000/10/00 to sales document type ZTPO: Call up the customizing transaction as follows:
Menu Path IMG → Sales and Distribution → Sales → Sales Documents → Sales Document
Header → Assign Sales Area To Sales Document Types → Assign sales
order types permitted for sales areas
Tr. code / Table - / TVAKZ
Define new item category ZTAS: Call up the customizing transaction as follows:
Menu Path IMG → Sales and Distribution → Sales → Sales Documents → Sales Document
Item → Define Item Categories Tr. code / Table - / TVAP
© RGL Consultancy aug. 2010 Third-Party Order Processing v0 www.rglconsultancy.nl
5 / 25
Select item category ZTAS and then click on button
Assign new item category ZTAS to new sales document ZTPO: Call up the customizing transaction as follows:
Menu Path IMG → Sales and Distribution → Sales → Sales Documents → Sales Document
Item → Assign Item Categories Tr. code / Table - / T184
© RGL Consultancy aug. 2010 Third-Party Order Processing v0 www.rglconsultancy.nl
6 / 25
Define new schedule line category ZT: Call up the customizing transaction as follows:
Menu Path IMG → Sales and Distribution → Sales → Sales Documents → Schedule Lines
→ Define Schedule Line Categories Tr. code / Table VOV6 / TVEP
Select schedule line category ZT and then click on button
Assign the new schedule line category ZT to the new item category ZTAS: Call up the customizing transaction as follows:
Menu Path IMG → Sales and Distribution → Sales → Sales Documents → Schedule Lines
→ Assign Schedule Line Categories Tr. code / Table - / TVEPZ
© RGL Consultancy aug. 2010 Third-Party Order Processing v0 www.rglconsultancy.nl
7 / 25
Maintain copy control new sales document ZTPO to existing billing document F2: Call up the customizing transaction as follows:
Menu Path IMG → Sales and Distribution → Billing → Billing Documents → Maintain
Copying Control For Billing Documents → Copying control: Sales
document to billing document Tr. code / Table VTFA / TVCPFAK
Select header line and then click on button
Double click on item.
Select line item and then click on button
© RGL Consultancy aug. 2010 Third-Party Order Processing v0 www.rglconsultancy.nl
8 / 25
Check External Procurement parameters of plant 1000: Call up the customizing transaction as follows:
Menu Path IMG → Materials Management → Consumption-Based Planning → Plant
Parameters → Carry Out Overall Maintenance of Plant Parameters Tr. code / Table OMI8 / T399D
Check settings of sales organisation 1000: Call up the customizing transaction as follows:
Menu Path IMG → Enterprise Structure → Definition → Sales and Distribution →
Define, copy, delete, check sales organization → Define Sales Organization
Tr. code / Table - / TVKO
© RGL Consultancy aug. 2010 Third-Party Order Processing v0 www.rglconsultancy.nl
9 / 25
Check settings of factory calendar 01: Call up the customizing transaction as follows:
Menu Path IMG → SAP NetWeaver → General Settings → Maintain Calendar
Tr. code / Table SCAL / -
Select Factory calendar, then click on button .
© RGL Consultancy aug. 2010 Third-Party Order Processing v0 www.rglconsultancy.nl
10 / 25
Select ID=01 then click on button
© RGL Consultancy aug. 2010 Third-Party Order Processing v0 www.rglconsultancy.nl
11 / 25
3) Master data settings For the process demonstration in the next paragraph I will make use of certain master data such as: material
M-02, vendor 1001(located in the US) and customer 2502(located in GB). Sales will be from Plant
1000(located in Hamburg). In this paragraph I will show the configuration of this and other relevant master
data.
Material view: Call up following transaction:
Menu Path Logistics → Materials Management → Material Master → Material →
Change → Immediately
Transaction Code MM02
Click on button
Select the “Sales: General/Plant data” view.
Then click on button
Enter plant, sales org. and distr.ch., then click on button
© RGL Consultancy aug. 2010 Third-Party Order Processing v0 www.rglconsultancy.nl
12 / 25
Info-record: Call up the transaction as follows:
Menu Path Logistics → Materials Management → Master Data → Info Record → Change
Transaction code ME12
© RGL Consultancy aug. 2010 Third-Party Order Processing v0 www.rglconsultancy.nl
13 / 25
Enter selection criteria then click on button
Source List: Call up the transaction as follows:
Menu Path Logistics → Materials Management → Master Data → Source List → Maintain
Transaction code ME01
Enter selection criteria then click on button
© RGL Consultancy aug. 2010 Third-Party Order Processing v0 www.rglconsultancy.nl
14 / 25
Sales Price: Call up the transaction as follows:
Menu Path Logistics → Sales and Distribution → Master Data → Conditions → Select
Using Condition Type → Change
Transaction code VK12
Click on button
Tax condition: .Call up the transaction as follows:
Menu Path Logistics → Sales and Distribution → Master Data → Conditions → Select
Using Condition Type → Change
Transaction code VK12
© RGL Consultancy aug. 2010 Third-Party Order Processing v0 www.rglconsultancy.nl
15 / 25
Click on button
G/L account(for costs): Call up the transaction as follows:
Menu Path Logistics → Accounting → Financial Accounting → General Ledger → Master
Records → G/L Accounts → Individual Processing → Centrally
Transaction code FS00
© RGL Consultancy aug. 2010 Third-Party Order Processing v0 www.rglconsultancy.nl
16 / 25
© RGL Consultancy aug. 2010 Third-Party Order Processing v0 www.rglconsultancy.nl
17 / 25
4) Process demonstration
1 - Create Sales Order: Call up following transaction:
Menu Path Logistics → Sales and Distribution → Sales → Order → Create Transaction Code VA01
Enter the order type ztpo and the sales area , then click on button
Enter soldto, material and qty followed by <enter>. Check purchase requisition data by selecting line item
and then click on button
© RGL Consultancy aug. 2010 Third-Party Order Processing v0 www.rglconsultancy.nl
18 / 25
Next click on button to view the data which will be copied to the
requisition.
© RGL Consultancy aug. 2010 Third-Party Order Processing v0 www.rglconsultancy.nl
19 / 25
Note that relevant procurement data, setup in master data, was found by the system.
Click on button then on button to save the order
2 - Create Purchase Order: Call up following transaction:
Menu Path Logistics → Materials Management → Purchasing → Purchase Order → Create
→ Automatically via Purchase Requisitions
Transaction Code ME59N
Note that Test Run has been flagged in order to test first and check the result.
Click on button
© RGL Consultancy aug. 2010 Third-Party Order Processing v0 www.rglconsultancy.nl
20 / 25
Test run was successful(incompleteness warning of import data ignored for this demo).
Go back, remove test run flag and execute again.
Display the PO by either positioning the cursor on the PO no. then click on button or double click on
PO. No.
© RGL Consultancy aug. 2010 Third-Party Order Processing v0 www.rglconsultancy.nl
21 / 25
3 - Invoice Verification: Call up following transaction:
Menu Path Logistics → Materials Management → Logistics Invoice Verification →
Document Entry → Enter Invoice
Transaction Code MIRO
Enter PO no., invoice date, amount and flag Calculate tax and PO item.
If everything is ok, then click on button
Display invoice document.
Call up following transaction:
Menu Path Logistics → Materials Management → Logistics Invoice Verification → Further
Processing → Display Invoice Document
Transaction Code MIR4
Enter document no. and fiscal year, then click on button
© RGL Consultancy aug. 2010 Third-Party Order Processing v0 www.rglconsultancy.nl
22 / 25
Next click on button
Double click on the accounting document no.
4 - Billing: Call up following transaction:
Menu Path Logistics → Sales and Distribution → Billing → Billing Document → Process
Billing Due List
Transaction Code VF04
© RGL Consultancy aug. 2010 Third-Party Order Processing v0 www.rglconsultancy.nl
23 / 25
Enter selection criteria and then click on button
Select the line and then click on button
You can simulate(test) the billing also first by clicking on button
The status of the billed order changed as follows.
Document flow of sales order. Call up following transaction:
Menu Path Logistics → Sales and Distribution → Sales → Order → Display
Transaction Code VA03
© RGL Consultancy aug. 2010 Third-Party Order Processing v0 www.rglconsultancy.nl
24 / 25
Enter sales order no. then click on button
Position the cursor on the line with the accounting document no. then click on button
Click on button to leave the transaction.
© RGL Consultancy aug. 2010 Third-Party Order Processing v0 www.rglconsultancy.nl
25 / 25
APPENDIX: Process schema