Sameers Sales Service Power Point Presentation

Training materialsEstimated duration : 2 hours

SAMEER BARDE 732-915-1586

This session is intended for people with the following profiles: BIL – Billing Manager MOR - Initiator of the credit/debit memo

This session has the following prerequisites: GAL01 – Introduction to navigation


At the end of the training session, you will be able to: Open a customer account Create material master data specific to a

customer Create packing instructions specific to a customer Create end-of-year discounts (discounts, rebates) Record prices in the system Create contracts for customers Perform a sale of service


S

C

Create the debit memo


F

Automatic entry Accounts Receivable


Automatic entry Controlling


Validate the debit memo request:

remove the invoice block



CRC

BIL

Debit memo requestDebit memo request

MOR

Initiator of the credit/debit memo

Approver of the credit/debit memo

Billing Manager

CRC

BIL

MOR[P] Purchasing

[M] Manufacturing

[SM] Stock management

[S] Sales

[F] Finance

[C] Controlling


Services will be managed like other products, except they do not generate goods

movements nor deliveries There are several types of services:

–Service types for customers:

Spare parts

Storage costs

Freight damages

Transport costs

Packing components Drops

–Auxiliary service types:

Project costs

Repair of molds and production tool costs

Sample costs

Sales of capital

Installation line

Labor

Cancellation costs


A special coding is used to differentiate them from other product types (e.g.: finished

products, semifinished products, trading goods) The sale of service process when a debit memo is used involves the following:

–Creating a debit memo as a sales order of type ZDR,

–Entering a reason for creating the “Sale of service” order,

–Validation by the Finance Department, which unblocks this debit memo request


What information do I need to process a XYZ sale of service? The customer order type The customer number The reason for the sales order The number of the material The quantity to be invoiced The price condition type

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C



F









CRC

BIL


MOR



Billing Manager

CRC

BIL

MOR[P] Purchasing

[M] Manufacturing


[S] Sales

[F] Finance

[C] Controlling

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Access via menu:

Create a sales order (VA01)

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1. Enter the order type "ZDR: Rexam debit memo request"

2. Enter the data about the organization for which you want to create the sales order: Sales organization e.g.: A010, distribution channel 01, division 10

3. Validate the entry to move to the sales order creation screen

In the initial screen for creating a sales order…

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In the summary screen for creating the debit memo request…

1. Enter the number of the sold-to party's customer master record and confirm to display the number of the ship-to party

2. Enter the customer reference of the sales order (not a mandatory field)

3. Enter the reason for the sales order: 911 (sale of service)

4. Enter the code of the ordered material: the quantity is equal to 1 unless the service sold can be quantified as parts (in that case, enter the exact quantity)

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In the summary screen for creating the debit memo request…

1. Select the product line

2. Click in the menu bar on "Goto->Item->Conditions

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In the detail screen for creating the debit memo request…

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1. Specify the condition type: ZSS1 Sale of service

2. Enter the total amount for the material line (for the total quantity entered in case of service quantifiable in parts)

3. Save.

4. A message is displayed to confirm the creation of the debit memo request


S

C



F









CRC

BIL


MOR



Billing Manager

CRC

BIL

MOR[P] Purchasing

[M] Manufacturing


[S] Sales

[F] Finance

[C] Controlling

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Direct access to the transaction without using the menu: (V.23)

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1. Enter the number of the sold-to party's customer master record if you know it

2. Enter the sales organization

3. Enter the search period

4. Keep the check on the option "With request for confirmation"

5. Start the search for sales orders for the invoice that matches your search criteria


Transaction V.23 allows to release sales orders for invoices…

1. Check the debit request number

2. To unblock the invoice, click “Delete billing block"

3. The following message is displayed, to confirm that the debit memo request has been released

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C



F





Validate thedebit memo request:


Validate thedebit memo request:


CRC

BIL


MOR



Billing Manager

CRC

BIL

MOR[P] Purchasing

[M] Manufacturing


[S] Sales

[F] Finance

[C] Controlling

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Access via menu:

The invoice creation is automated, but invoices can be created manually if necessary...

Create invoice (VF01)

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1. Check the debit memo request number

2. Launch the execution to create an invoice for the debit memo

3. Save the invoice

4. A message is displayed to confirm the creation of the invoice for the debit memo

On the screen for creating an invoice...

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VA01 Create sales orders

VA02 Modify sales orders

VA03 Display sales orders

V.23 Validation customer orders for the invoice

VF01 Create invoice

VF02 Modify invoice

VF03 Display invoice


Let's use the system!

Sameer Barde


You must enter a service order in order to record storage costs generated by a service to a customer

Review of key points for completing the exercise: Create a sales order of type ZDR Enter a reason for creating the “Sale of service” order Fill in the price condition ZSS1 Submit this debit memo /credit memo request to the Finance

Department for validation and possible unblocking

Steps: Access the transaction VA01- Create sales order Then access the transaction V.23 for launching orders for

invoicing Then access the transaction VF01- Create invoice Carry out the exercise following the steps as described in the

course For this exercise, use the data provided in the Excel

spreadsheet Note the number of the document you have created (if

applicable): Document number: _____________


Participant Customer name Material code

Participant 1 Customer sold-to 1 11000010












Sameers Sales Service Power Point Presentation

Documents

customer master record

debit memo request

debit memo

total amount

sales order

1586sameer barde 732

finance department

summary screen