| # Sales order procedure The sales order procedure covers the complete administrative procedure for selling standard, customized, and generic items. The procedure consists of the following steps: Step 1. To create sales orders Sales orders can be created as follows in the Sales Order - Lines (tdsls4100m900) session: Automatically, from a variety of sources, such as Contracts, Quotations, EDI, and so on. Based on a template or a catalog. For details, refer to To use templates and catalogs in sales orders. Copied from an existing order in the Copy Sales Order (tdsls4201s000) session. Manually. Step 2. To approve sales orders After sales orders are created, sales order approval is a mandatory step in the sales order procedure. The execution of the order procedure activities can start when a user approves the order, either in the Approve Sales Orders (tdsls4211m000) session, or by clicking Approve on the Specific menu of the Sales Orders (tdsls4100m000) session/ Sales Order - Lines (tdsls4100m900) session. If the Use Confirmation check box is selected in the Order Terms and Conditions (tctrm1130m000) session, or the Sold-to Business Partners (tccom4110s000) session, the goods must be confirmed by the customer before the sales order can be approved. Step 3. To print sales order acknowledgements After the order is registered and approved, you can print the sales order and send it to the sold-to business partner as an order acknowledgment. The Print Sales Order Acknowledgements/RMAs (tdsls4401m000) session is not a mandatory, but an optional session in the sales order procedure. After the sales order is printed, you can still modify the sales order. Step 4. To release sales orders to Warehouse Management After the sold-to business partner is informed about the sales order and the sales order is approved, you can release the sales order to Warehouse Management in the Release Sales Orders to Warehousing (tdsls4246m000) session. As a result, the warehousing department is informed about the goods that must be shipped. When sales orders are released to the warehouse, several activities are triggered in the Inventory Handling module of Warehouse Management, starting with warehouse order creation in the Warehousing Orders (whinh2100m000) session. The activities in the Inventory Handling module depend on the warehouse order type that is linked to the sales order type. You must first link activities to a warehousing procedure in the Activities by Procedure (whinh0106m000) session. You can link a warehousing procedure to a warehousing order type in the Warehousing Order Types (whinh0110m000) session, after which you can link the warehousing order type to a sales order type in the Sales Order Types (tdsls0594m000) session. It is not mandatory to release sales orders for cost items and service items to Warehouse Management. This depends on the setting of the Release to Warehouse check box in the Items - Sales (tdisa0501m000) session. Direct deliveries are never released to warehousing. Step 5. To deliver the sold goods You can record the deliveries of sold items: In Warehouse Management if the sales order is released to Warehouse Management. The delivery procedure is covered by the outbound procedure and the shipment procedure in the Inventory Handling (INH) module. For details, refer to The outbound procedure and The shipment procedure. When shipments are confirmed in Warehouse Management, the delivery/shipment data is reported back to Sales Control. You can view this data in the following sessions: Sales Order Lines Monitor (tdsls4510m000) Sales Order Actual Delivery Lines (tdsls4106m000) In the Sales Control module for non-inventory items that are not released to Warehouse Management. You can record the deliveries in the Maintain Deliveries Sales Order Lines (tdsls4101m200) session. You can indicate whether the goods must be approved by the customer after the goods are delivered. For more information, refer to Customer approval. When the goods are delivered, the prices and discounts of the goods may be changed. Use the Change Prices and Discounts after Delivery (tdsls4122m000) session to maintain prices and discounts. Step 6. To invoice the sold goods Use the following sessions to invoice the sold items: You can view, enter and maintain sales order invoice lines and release them to Central Invoicing in the Sales Order Invoice Lines (tdsls4106m100) session. If you want to check the invoice data before it is sent to the invoice-to business partner/ released to Central Invoicing, you can print a draft invoice in the Print Sales Draft Invoices (tdsls4447m000) session. If required, you can change the invoice data. You can release the order data for invoicing in the Release Sales Orders/Schedules to Invoicing (tdsls4247m000) session. After release to Central Invoicing: The status of the invoicing data is Confirmed in Central Invoicing. The status of the invoice line is Released in Order Management. Create a billing request in the Billing Requests (cisli2100m000) session. Only the lines of the selected invoicing data that have the Confirmed status will be processed. Process billing requests in a billing request set in the Compose/Print/Post Invoices (cisli2200m000) session. After invoices are posted: The status of the invoicing data is Posted in Central Invoicing. The status of the invoice line is Invoiced in Order Management. You can use the Change Prices and Discounts after Delivery (tdsls4122m000) session to change the prices and discounts for sales order lines that are released to Central Invoicing and for which the sales invoice status is Confirmed, or On Hold. Step 7. To process sales orders At the end of the sales order procedure, all sales orders must be processed in the Process Delivered Sales Orders (tdsls4223m000) session. The processed sales orders are transferred from the regular database to the history database. Related topics Customer approval Overview of sales order handling Overview of terms and conditions Sales orders - additional processes The outbound procedure The shipment procedure To use templates and catalogs in sales orders |