USER

ACCEPTANCE TESTING
AND USER MANUAL

FEDERATED DISTRIBUTORS, INC.

SALES AND DISTRIBUTION

PRE-SALES TRANSACTIONS

Created by : Edlyn P. de Ocampo

Issue Date : November 27, 2017
Last Change by :
Revision Date :
Version :

 User Acceptance Testing

SALES AND DISTRIBUTION

Table of Contents

1 PURPOSE ........................................................................................................................ 3
2 PREREQUISITES ............................................................................................................ 4
2.1 System Access ................................................................................................................ 4
2.2 Roles ............................................................................................................................. 4
2.3 Master Data, Organization Data and Other Data................................................................ 4
3 OVERVIEW TABLE .......................................................................................................... 4
3.1 Pre Sales Transactions .................................................................................................... 5
3.1.1 Sales Quotation ....................................................................................................... 5
3.1.1.1 Create Sales Quotation ...................................................................................... 5
3.1.1.2 Change Sales Quotation ..................................................................................... 7
3.1.1.3 Display Sales Quotation ..................................................................................... 9
3.1.1.4 Cancel Sales Quotation ..................................................................................... 11
3.1.1.5 List of Quotations ............................................................................................. 13

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1 Purpose

SAP SD (Sales and Distribution) is one of the significant modules of SAP ERP. It is used to store
the customer and product data of an organization. SAP SD helps to manage the shipping, billing,
selling and transportation of products and services of a company.

SAP Sales and Distribution is one of the key components of SAP ERP system and is used to
manage shipping, billing, selling and transportation of products and services in an organization.
SAP Sales and Distribution module is a part of SAP Logistics module that manages customer
relationship starting from raising a quotation to sales order and billing of the product or service.
This module is closely integrated with other modules like SAP Material Management (MM) and
Warehouse Management (WM).

Key Components in SAP SD

The key components in SAP Sales and Distribution module applied in FDI are:
· Customer and Vendor Master Data
· Sales Support
· Shipping of Material
· Sales Activities
· Billing related
· Transportation of products
· Credit Management

SAP Sales and Distribution Cycle:

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2 Prerequisites

This section summarizes all prerequisites needed to conduct the test in terms of system, user,
master data, organizational data, and other test data and business conditions.

2.1 System Access

The test should be conducted with the following system:

System Details
Landscape: QAS
SAP ECC 6.0
Client: 300

2.2 Roles

Assign the following business roles to your individual test users.

Business Role Name Business Role ID

Asset Accountant SAP_BR_AA_ACCOUNTANT (sample only)

2.3 Master Data, Organization Data and Other Data

The organizational structure and master data of the company has been created in the system
during implementation. The organizational structure reflects the structure of the company.
Master data represents sales agents, customers, price, for example, depending on the
operational focus of the business.

Use your own master data or the following sample data to go through the test procedure.

3 Overview Table

The scope of Sales and Distribution process provided in the following tables.

Quotation

Process Step Business Role Expected Results

Create/Change
Finance Department The creation/change of sales quotation
Quotation
Approve/Reject/Cha The asset is capitalized against the
Finance Manager
nge Quotation Approval of sales quotation.

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3.1 Pre Sales Transactions

3.1.1 Sales Quotation

A quotation presents the customer with a legally binding offer for delivering a product or
providing a service within certain fixed conditions. A customer quotation comprises one or
more items that contain the quantity of a material or service that the customer asked for.

3.1.1.1 Create Sales Quotation

Easy Access Menu Logistics > Sales and Distribution > Sales > Quotation > Create
Transaction Code VA21

Initial Screen

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1. On the Create Quotation: Initial Screen, select or enter the following entries. Press Enter or click
to go to Overview screen.

Field Description Values

Quotation Type The sales document type you Select the Quotation Type:
enter determines the kind and ZQT1 – Sales Quotation
sequence of screens that follow. ZQT2 – Consign Sales Quote
Sales Organization FDI
Distribution Channel 10 – Sales
Division 10 – Modern Trade
20 – DAG
30 – In-house
40 – Intercompany

2. In Overview screen and Sales tab, input the data of the following fields.

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Field Values
Sold-To Party Enter the Sold-To Party code
Ship-To Party Enter the Ship-To Party code
PO Number Enter reference number
Valid from, Valid to Enter the validity period of the sales quotation
Material Enter the material code(s)
Order Quantity Enter quantity of material
Amount Enter quote amount

3. Check Incompletion Log for details that need to be filled.

4. Click save to save the document. The internally assigned document number will be given by
the system.

3.1.1.2 Change Sales Quotation

Easy Access Menu Logistics > Sales and Distribution > Sales > Quotation > Change
Transaction Code VA22

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Initial Screen

1. On the Change Quotation: Initial Screen, enter the sales quotation number created. Press Enter
or click .

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2. Change any information as necessary. In this sample, amount per unit was changed.

3. Click to save the document once completed.

3.1.1.3 Display Sales Quotation

Easy Access Menu Logistics > Sales and Distribution > Sales > Quotation > Display
Transaction Code VA23

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Initial Screen

1. On the Display Quotation: Initial Screen, enter the sales quotation number created. Press enter or
click .

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2. Sales Quotation document will be displayed.

3.1.1.4 Cancel Sales Quotation

Easy Access Menu Logistics > Sales and Distribution > Sales > Quotation > Change
Transaction Code VA22

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Initial Screen

1. On the Change Quotation: Initial Screen, enter the sales quotation number created. Press Enter
or click .

2. Click Reject Document .

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3. Select reason for rejection and click to continue.

4. Click to save the document once completed.

3.1.1.5 List of Quotations

Logistics > Sales and Distribution > Sales > Information System >
Easy Access Menu
Quotations > Quotation List
Transaction Code VA25 / VA25N

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Initial Screen

1. Enter the parameters and click to execute.

2. Sales Quotations report will be displayed.

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