SAP 6

Dealer Business Management New Vehicle Sales from Stock

Document Change Control

ReleaseDescriptionCreated byDateReviewed byDateApproved byDate

1.0InitialVeerabhaskar19/07/2011

1.1Process ChangesVeerabhaskar27/09/2011

1.2Temporary Manual Uday04/10/2011

2.0RevisedUday17/12/2011

2.1RevisedSyam14/01/2012

Glossary

Sl. No.DescriptionFull Form

1CRMCustomer Relationship Management

2DBMDealer Business Management

3OEMOriginal Equipment Manufacturer

4SDSales and Distribution

5FI & COFinancial and Controlling

6MMMaterials Management

7HRHuman Resources

8SOSales Order

9DODelivery Order

10PDIPre-Delivery Inspection

IconMeaning

Caution

Example

Note

Recommendation

Syntax

Information

a) Lead and Opportunity process is already carried out in SAP-CRM

b) Customer Master is available in SAP-DBM.

c) Customer Master is validated and found to be correct.

d) Vehicle master is available and the vehicle is ready for sale.

LEGEND

SAP

Manual

The quotation which has been created in CRM is now moved to DBM to make a corresponding vehicle order.

1. Give the transaction code ZQNO and press ENTER. Following screen will be displayed. Click on execute.

1.1. The list of quotations and corresponding orders will be displayed. Copy down the DBM order number for that CRM quotation. [Example:Here it is CRM Quotation: 20000409 DBM Order: 1916]

2. After noting down the DBM order number, execute the t-code ZPRINT and choose. Key in the quote number and click on Execute button or hit F8 button to print a copy of the quotation as indicated below;

3. Create a Vehicle Sales Order with reference to the Quotation created.SAP menuSAP Easy Access ( Logistics ( Logistics Execution ( Dealer Business Management ( Order processing ( Copy Order

Transaction code/DBM/ORDER05

3.1 Hit Enter key to continue copying, a screen as shown below is displayed and select ZLVO LCV Vehicle Order from the list.

3.2 After selecting the Order Type, click on copy button. The Memo Pad pops up.

3.3 Click on button on the Memo Pad to proceed with the Vehicle Model Sales Order.

4. Vehicle Sales Order screen is displayed as shown below.

4.1 Click on tab in the Sales Order and then click on the item to view the item level pricing details as shown on the below screen.

4.2 Click on save button or press Ctrl + S to save the Vehicle Sales Order.

Order 1925 was saved5. Add financier and insurance details.

5.1 Click on Header tab go to partner section.

5.2 Select FINANCIER from the partner function drop down list and select the respective financier id from the values in the partner field.

5.3 Similarly select INSURER from the partner function drop down list and select respective insurer ID from the partner field.

5.4 Similarly if the customer paying entire marginal money without any financier or insurer then for FINANCIER func. Select CASH AND CARRY where as for INSURER func. Select SELF.

5.5 Enter the relevant DO number in the DO. Number field of Header screen.

5.6 If the vehicle is funded by the customer himself, then enter CC in DO. Number field.

6. Create a down payment request if applicable.

6.1 Click on the Down Payment List button. The below displayed screen pops up

6.2 On the above shown screen click on Create icon in-order to create a down payment request. Enter the amount to be received as advance in the amount field and select the tax code A0 from the tax code list

6.3 After entering the tax code and the amount click on Copy button to continue with order processing.

Down Payment Request 1400000064 is now successfully created.6. Receive down payment against the down payment created using Cash Desk Processing Refer ANNEXURE I.7. On the Vehicle Sales Order Screen click on EVENT button and then click on the PROFORMA_BILLING event as shown in the below picture.

8. After saving the document, execute the tcode ZPRINT and choose Key in the quote number and click on Execute button or hit F8 button to print a copy of the proforma invoice as indicated below;

9. After generating the proforma invoice, click on button in the Vehicle Sales Order screen to check the availability of vehicle. On the Vehicle Search screen, key in the Internal Number of the Vehicle and/or the Chassis Number of the equipment if known in the corresponding fields and clik on Vehicle Search button

9.1 Highlight the available vehicle and click on button to assign the vehicle.

The vehicle is now tagged to the customer and the vehicle details reflects in the Sales Order

10. Click on button to Post Goods Issue. A screen pops-up with the order, vehicle and price details.

10.1 Hit Enter Key or click on to execute goods movement.

10.2 In the order screen click on partner. Add FINANCIER if any and its corresponding ID as shown below.

The Create Billing button appears on the order screen only when goods movement is carried out.

11. Click on button to generate the customer invoice.

End Customer billing document 90000697 is generated.

Click on or click on the Menu Go to ( Document Flow display the document flow of the document as shown in the below screen.

Upon creating the billing document, the Accounting document is automatically generated.

In-order to view any document in the document flow, highlight the document by selecting it and click on Display Document button.12. After invoicing the customer take a hard copy of the invoice to issue the same to the end customer using button in the ZPRINT transaction code.

Sample copy of the Invoice is attached below for reference.

13. Once the customer is invoiced, receive payment from the customer using Cash Desk Processing. Refer ANNEXURE I for details.ANNEXURE I

1. Open the cash desk.

SAP menuSAP Easy Access ( Logistics ( Logistics Execution( Dealer Business Management ( Cash Desk Processing ( Cash Desk

Transaction code/DBM/CASHDESK

2. Enter the customer number in the field as indicated in the below image and hit enter, the open items of that particular customer is displayed.

2.1 Select the open item that you wish to process and click on the button to copy the details on the right pane of the window. 2.2 Select the correct Profit Center from the list or key in the profit center number in the appropriate field, enter the amount in the Amount field, choose the Payment Type and enter relevant text in the Doc. Header Text field if required.

2.3 Once all the above said activities are carried out, click on Post button to post the document. The posting is done successfully and a posting document is generated for the same as shown below.

Dealer Business Management

User Manual

New Vehicle Sales from Stock

Prerequisites

Process Flow

Procedure

_1381906713.pdf

PROFORMA INVOICEInvoice VSP10001112000002 Date 27.09.2011

Customer Delivered toMs. Nanthanaa VS1 Nandanam600045 CHENNAI-CHENNAI

Ms. Nanthanaa VS1 Nandanam600045 CHENNAI-CHENNAI

Sale Order LVO1000111

DO No. ALDOSTORD4887 APPRV47854Receipt No. 1400000074

Purchase Order No. VEHI_ORD_54786

Hypo.with

Chassis No. MB5487VSN5478SEngine No.

Delivery Date 27.09.2011

Printed On:28.09.2011 11:44 Page 1 Of 1

Sl.No MODEL DESCRIPTION QTY AMOUNT1 D0891200TLSFDIC GVW-2.5 Ton, P15 engine BS-III, Avtec GB, RAR 4.44,Clutch Dia

215mm,Power stg, Single tyre 185R14 LT Tubeless, Non-AC,FSD loadbody1.00 370,000.00

Product Discount 0.00

Sub Total 370,000.00 CST on 2.00 % 7,400.00 SSC on VAT % 0.00 Additional Tax % 0.00 Round Off 0.00 Total 377,400.00

AMOUNT IN WORDS: THREE LAKH SEVENTY SEVEN THOUSAND FOUR HUNDRED RUPEES ONLY

CST: SDFW89034HJSLKDFLST: 834JN93KD3IN

PAN No/GIR No. : NWUE83348975D TIN No : D34535EG234534

for POPULAR MOTOR CORPORATION

Customer Signature Authorised By Date

_1381906714.pdf

TAX INVOICEInvoice VSI10001112000019 Date 27.09.2011

Customer Delivered toMs. Nanthanaa VS1 Nandanam600045 CHENNAI-CHENNAI

Ms. Nanthanaa VS1 Nandanam600045 CHENNAI-CHENNAI

Sale Order LVO1000111

DO No. ALDOSTORD4887 APPRV47854Receipt No. 1400000074

Purchase Order No. VEHI_ORD_54786

Hypo.with

Chassis No. MB5487VSN5478SEngine No.

Delivery Date 27.09.2011

Printed On:28.09.2011 12:08 Page 1 Of 1

Sl.No MODEL DESCRIPTION QTY AMOUNT1 D0891200TLSFDIC GVW-2.5 Ton, P15 engine BS-III, Avtec GB, RAR 4.44,Clutch Dia

215mm,Power stg, Single tyre 185R14 LT Tubeless, Non-AC,FSD loadbody1.00 370,000.00

Product Discount 0.00

Sub Total 370,000.00 CST on 2.00 % 7,400.00 SSC on VAT % 0.00 Additional Tax % 0.00 Round Off 0.00 Total 377,400.00

AMOUNT IN WORDS: THREE LAKH SEVENTY SEVEN THOUSAND FOUR HUNDRED RUPEES ONLY

CST: SDFW89034HJSLKDFLST: 834JN93KD3IN

PAN No/GIR No. : NWUE83348975D TIN No : D34535EG234534

for POPULAR MOTOR CORPORATION

Customer Signature Authorised By Date

_1381906712.pdf

Printed On : 28.09.2011 10:45:42 Page 1 Of 1

VEHICLE QUOTATION

Ms. Nanthanaa VS1 Nandanam

600045 CHENNAI-CHENNAIINDIA

044-22004422Phone No

Customer

044-22004433

27.09.2011

LVQ10001112000006

Fax

Valid Till

Date

Quote No

Sl.No Description Unit Price Qty Amount in Rs 1 GVW-2.5 Ton, P15 engine BS-III, Avtec GB, RAR 4.44,Clutch Dia

215mm,##Power stg, Single tyre 185R14 LT Tubeless, Non-AC,FSDloadbody####

370,000.00 1.000

377,400.00

Total 377,400.00 Amount in Words : THREE LAKH SEVENTY SEVEN THOUSAND FOUR HUNDRED RUPEES ONLY

Authorized Signatory

Delivery within 2-4 Weeks after receipt of confirmed order.1. Price quoted above is current and subject to change without notice.2. The price ruling at the time of delivery only will be applicable irrespective of the fact as when payment was made3. This is not a firm order and no claim for priority can be made on the basis of this quotation/proforma.4. No interest is payable for the repayment made from the date of payment till date of delivery5. The delivery of vehicle will be at the discretion of dealer.6. We will not be responsible for delay in delivery due to reasons beyond our control.7. In the event of your purchasing vehicle under bank finance, you must produce Bankers Authorization letter duly attesting your signaturealong with your order.8. The price quoted is for immediate delivery only; case of any increase in price by the manufacturer before delivery, the order shall beconstrued as if the increased prices were originally inserted there in.

Terms & Conditions

Payable at : Chennai

Please make payment by means of DD in favour of