Third-Party Order Processing

RGL Consultancy aug.
2010
Third-Party Order Processing v0
www.rglconsultancy.nl
Third-party Order Processing
CONTENTS: 1) 2) 3) 4) Introduction Customizing settings Master data settings Process demonstration 1 - Create Sales Order 2 - Create Purchase Order 3 - Invoice Verification 4 Billing
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APPENDIX: Process schema
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RGL Consultancy aug. 2010 1) Introduction
In this document I will demonstrate the Third-party Order process. In third-party order processing the company transfers the sales order to an external vendor. This vendor delivers the goods directly to the customer and invoices the company. The customer receives an invoice from the companys sales office. See also the appendix at the end of this document for an overview of this process.
2) Customizing settings
For this process I have setup own document types by copying the standard SAP documents. This paragraph gives an overview of all relevant customizing settings for this process.
New Purchase Requisition type ZTPO:

Call up the customizing transaction as follows: IMG Materials Management Purchasing Purchase Requisition Define Menu Path Document Types Tr. code / Table -/Copied document type NB to ZTPO:
Defined item category S as the only admissible item category:
New Purchase Order type ZTPO:

Call up the customizing transaction as follows: IMG Materials Management Purchasing Purchase Order Define Menu Path Document Types Tr. code / Table -/Copied document type NB to ZTPO:
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RGL Consultancy aug. 2010
Defined item category S as the only admissible item category:
Linked purchase requisition document type
New Sales Order type ZTPO:

Call up the customizing transaction as follows: IMG Sales and Distribution Sales Sales Documents Sales Document Menu Path Header Define Sales Document Types Tr. code / Table VOV8 / TVAK Copied order type OR ZTPO
Select sales document type ZTPO and then click on button
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Assign sales area 1000/10/00 to sales document type ZTPO:

Call up the customizing transaction as follows: IMG Sales and Distribution Sales Sales Documents Sales Document Menu Path Header Assign Sales Area To Sales Document Types Assign sales
order types permitted for sales areas

Tr. code / Table - / TVAKZ
Define new item category ZTAS:

Call up the customizing transaction as follows: IMG Sales and Distribution Sales Sales Documents Sales Document Menu Path Item Define Item Categories Tr. code / Table - / TVAP
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Select item category ZTAS and then click on button
Assign new item category ZTAS to new sales document ZTPO:

Call up the customizing transaction as follows: IMG Sales and Distribution Sales Sales Documents Sales Document Menu Path Item Assign Item Categories Tr. code / Table - / T184
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Define new schedule line category ZT:

Call up the customizing transaction as follows: IMG Sales and Distribution Sales Sales Documents Schedule Lines Menu Path Define Schedule Line Categories Tr. code / Table VOV6 / TVEP
Select schedule line category ZT and then click on button
Assign the new schedule line category ZT to the new item category ZTAS:
Call up the customizing transaction as follows: IMG Sales and Distribution Sales Sales Documents Schedule Lines Menu Path Assign Schedule Line Categories Tr. code / Table - / TVEPZ
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Maintain copy control new sales document ZTPO to existing billing document F2:
Call up the customizing transaction as follows: IMG Sales and Distribution Billing Billing Documents Maintain Menu Path Copying Control For Billing Documents Copying control: Sales
document to billing document

Tr. code / Table VTFA / TVCPFAK
Select header line and then click on button
Double click on item.
Select line item and then click on button
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Check External Procurement parameters of plant 1000:

Call up the customizing transaction as follows: IMG Materials Management Consumption-Based Planning Plant Menu Path Parameters Carry Out Overall Maintenance of Plant Parameters Tr. code / Table OMI8 / T399D
Check settings of sales organisation 1000:

Call up the customizing transaction as follows: IMG Enterprise Structure Definition Sales and Distribution Menu Path Define, copy, delete, check sales organization Define Sales Organization Tr. code / Table - / TVKO
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Check settings of factory calendar 01:

Call up the customizing transaction as follows: IMG SAP NetWeaver General Settings Maintain Calendar Menu Path Tr. code / Table SCAL / -
Select Factory calendar, then click on button
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Select ID=01 then click on button
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RGL Consultancy aug. 2010 3) Master data settings
For the process demonstration in the next paragraph I will make use of certain master data such as: material M-02, vendor 1001(located in the US) and customer 2502(located in GB). Sales will be from Plant 1000(located in Hamburg). In this paragraph I will show the configuration of this and other relevant master data.
Material view:
Call up following transaction: Logistics Materials Management Material Master Material Menu Path Change Immediately Transaction Code MM02
Click on button Select the Sales: General/Plant data view. Then click on button
Enter plant, sales org. and distr.ch., then click on button
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Info-record:
Call up the transaction as follows: Logistics Materials Management Master Data Info Record Change Menu Path Transaction code ME12
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Enter selection criteria then click on button
Source List:
Call up the transaction as follows: Logistics Materials Management Master Data Source List Maintain Menu Path Transaction code ME01
Enter selection criteria then click on button
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Sales Price:
Call up the transaction as follows: Logistics Sales and Distribution Master Data Conditions Select Menu Path Using Condition Type Change Transaction code VK12
Click on button
Tax condition:
.Call up the transaction as follows: Logistics Sales and Distribution Master Data Conditions Select Menu Path Using Condition Type Change Transaction code VK12
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Click on button
G/L account(for costs):

Call up the transaction as follows: Logistics Accounting Financial Accounting General Ledger Master Menu Path Records G/L Accounts Individual Processing Centrally Transaction code FS00
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RGL Consultancy aug. 2010 4) Process demonstration 1 - Create Sales Order:
Call up following transaction: Menu Path Logistics Sales and Distribution Sales Order Create Transaction Code VA01
Enter the order type ztpo and the sales area , then click on button
Enter soldto, material and qty followed by <enter>. Check purchase requisition data by selecting line item and then click on button
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Next click on button
to view the data which will be copied to the
requisition.
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Note that relevant procurement data, setup in master data, was found by the system.
Click on button
then on button
to save the order
2 - Create Purchase Order:

Call up following transaction: Menu Path Logistics Materials Management Purchasing Purchase Order Create Automatically via Purchase Requisitions Transaction Code ME59N
Note that Test Run has been flagged in order to test first and check the result.
Click on button
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Test run was successful(incompleteness warning of import data ignored for this demo). Go back, remove test run flag and execute again.
Display the PO by either positioning the cursor on the PO no. then click on button PO. No.
or double click on
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RGL Consultancy aug. 2010 3 - Invoice Verification:
Call up following transaction: Logistics Materials Management Logistics Invoice Verification Menu Path Document Entry Enter Invoice Transaction Code MIRO
Enter PO no., invoice date, amount and flag Calculate tax and PO item. If everything is ok, then click on button
Display invoice document.

Call up following transaction: Menu Path Logistics Materials Management Logistics Invoice Verification Further Processing Display Invoice Document Transaction Code MIR4
Enter document no. and fiscal year, then click on button
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Next click on button
Double click on the accounting document no.
4 - Billing:
Call up following transaction: Menu Path Logistics Sales and Distribution Billing Billing Document Process Billing Due List Transaction Code VF04
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Enter selection criteria and then click on button
Select the line and then click on button You can simulate(test) the billing also first by clicking on button The status of the billed order changed as follows.
Document flow of sales order. Call up following transaction: Menu Path Logistics Sales and Distribution Sales Order Display Transaction Code VA03
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Enter sales order no. then click on button
Position the cursor on the line with the accounting document no. then click on button
Click on button
to leave the transaction.
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APPENDIX: Process schema
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Third-Party Order Processing

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RGL Consultancy aug.

Third-Party Order Processing v0

Third-party Order Processing

APPENDIX: Process schema

RGL Consultancy aug. 2010 1) Introduction

Third-Party Order Processing v0

New Purchase Requisition type ZTPO:

Defined item category S as the only admissible item category:

New Purchase Order type ZTPO:

RGL Consultancy aug. 2010

Third-Party Order Processing v0

Defined item category S as the only admissible item category:

Linked purchase requisition document type

New Sales Order type ZTPO:

Select sales document type ZTPO and then click on button

RGL Consultancy aug. 2010

Third-Party Order Processing v0

Assign sales area 1000/10/00 to sales document type ZTPO:

order types permitted for sales areas

Define new item category ZTAS:

RGL Consultancy aug. 2010

Third-Party Order Processing v0

Select item category ZTAS and then click on button

Assign new item category ZTAS to new sales document ZTPO:

RGL Consultancy aug. 2010

Third-Party Order Processing v0

Define new schedule line category ZT:

Select schedule line category ZT and then click on button

RGL Consultancy aug. 2010

Third-Party Order Processing v0

document to billing document

Select header line and then click on button

Double click on item.

Select line item and then click on button

RGL Consultancy aug. 2010

Third-Party Order Processing v0

Check External Procurement parameters of plant 1000:

Check settings of sales organisation 1000:

RGL Consultancy aug. 2010

Third-Party Order Processing v0

Check settings of factory calendar 01:

Select Factory calendar, then click on button

RGL Consultancy aug. 2010

Third-Party Order Processing v0

RGL Consultancy aug. 2010 3) Master data settings

Third-Party Order Processing v0

Enter plant, sales org. and distr.ch., then click on button

RGL Consultancy aug. 2010

Third-Party Order Processing v0

RGL Consultancy aug. 2010

Third-Party Order Processing v0

Enter selection criteria then click on button

Enter selection criteria then click on button

RGL Consultancy aug. 2010

Third-Party Order Processing v0

RGL Consultancy aug. 2010

Third-Party Order Processing v0

G/L account(for costs):

RGL Consultancy aug. 2010

Third-Party Order Processing v0

RGL Consultancy aug. 2010 4) Process demonstration 1 - Create Sales Order:

Third-Party Order Processing v0

RGL Consultancy aug. 2010

Third-Party Order Processing v0