All about Sales Document (header / item / schedule ) - Shikshaglobe

Content Creator: Satish kumar

A deals Order is an agreement between a client and a deals association for providing merchandise or administration to a client inside a concurred time span. Information on the deals request screen is obtained from the Customer Master Table and Material Master Table for a specific deals area. The deals region that acknowledges the request is liable for finishing the agreement. The t-code for deal requests is -

VA01-Create deals request.

VA02-Change deals request.

VA03-Display deals request.

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To make deal requests we want information at four levels-

1. Association information: Organization information is the first screen of the deals record which contains fields like Sales organization, distribution channel, division, Sales Office, Sales Group and so forth.2. Header information: The sales request header contains numerous tabs (sales, shipping, billing and so forth.). The header basically contains data for the most part from the Customer Master in the Transaction. We can tap on the header button for the deals header screen show.4. Plan line information: For each detail, there are plan line items. This information depicts the amount and date. Select thing lines for thing information and snap on timeline buttons.

There are two procedure for portray no. range for Sales Documents.

Internal Assignment - This undertaking works inside and number for bargains document produce normally.

Outside Assignment - This errand works from a distance. for instance in under picture number start from

In the realm of sales and distribution, sales documents serve as vital records that capture essential information related to sales transactions. These documents provide a structured way to manage the sales process, from creating an initial sales order to delivering the goods or services to the customer. Here, we'll delve into the key aspects of sales documents, including their header, item, and schedule components.

Sales Document Header

Definition: The sales document header is the top-level section of a sales document that contains general information about the transaction. It serves as a summary and reference point for the entire document.

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Key Components:

1.     Document Type: This field specifies the nature of the sales transaction, such as a sales order, quotation, or delivery note.

2.     Document Number: A unique identifier assigned to the sales document for tracking and reference purposes.

3.     Customer Information: Details about the customer, including name, address, contact information, and customer-specific data like payment terms and delivery preferences.

4.     Sales Organization: The organizational unit responsible for managing the sales transaction.

5.     Shipping and Billing Information: Information related to shipping the products or services and billing the customer.

6.     Pricing and Conditions: Details about pricing, discounts, taxes, and other financial aspects of the transaction.

7.     Order Status: Indicates the current status of the sales order, such as open, processed, or shipped.

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Sales Document Item

Definition: Sales document items are the individual line items within a sales document header. Each item represents a specific product or service being sold.

Key Components:

1.     Item Number: A unique identifier for each line item within the sales document.

2.     Product/Service Description: A description of the product or service being sold, including quantity, unit of measure, and price.

3.     Pricing Details: Information about the pricing for the specific item, including discounts, surcharges, and tax rates.

4.     Delivery Schedule: If the order involves multiple deliveries, each item may have its own delivery date and quantity.

5.     Availability and Confirmation: Indicates whether the item is available in stock or if it needs to be produced or purchased. Confirmation status may include delivery dates.

6.     Shipping Information: Specifies details such as shipping point, route, and shipping conditions for each item.

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Sales Document Schedule

Definition: The sales document schedule, often referred to as a delivery schedule or delivery plan, outlines the specific dates and quantities for delivering items to the customer. It is particularly relevant for scenarios where deliveries are spread out over time or where partial deliveries are made.

Key Components:

1.     Delivery Date: The scheduled date on which a portion of the order is to be delivered to the customer.

2.     Quantity: The quantity of items scheduled for delivery on the specified date.

3.     Shipping Details: Information related to each scheduled delivery, such as shipping point, route, and transportation method.

4.     Confirmation Status: Indicates the status of each scheduled delivery, whether it's confirmed, in progress, or completed.

General Control

Enter regard in Check credit limit/Credit bundle/Output application field from possible worth summary/truly take a gander at Item Division/Read information record.

Transaction Flow

Enter regard in screen gathering grp. /trade pack/record esteeming strategy.

Enter regard in the field Display range/Fcode/reference msg. /Outline game plan msg.

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