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Sameers Sales Service Power Point Presentation

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AARYASAI SALES SERVICE

Sameers Sales Service Power Point Presentation

  1. 1. Training materials Estimated duration : 2 hours SAMEER BARDE 732-915-1586
  2. 2.  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 SAMEER BARDE 732-915-1586
  3. 3.  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 SAMEER BARDE 732-915-1586
  4. 4. S Create the Debit memo request debit memo MOR BIL F Validate the Automatic entry debit memo request: Accounts Receivable remove the invoice block CRC C Automatic entry Controlling MOR Initiator of the credit/debit memo [P] Purchasing [S] Sales [M] Manufacturing [F] Finance CRC Approver of the credit/debit memo [SM] Stock management [C] Controlling BIL Billing Manager SAMEER BARDE 732-915-1586
  5. 5.  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 SAMEER BARDE 732-915-1586
  6. 6.  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 SAMEER BARDE 732-915-1586
  7. 7. 1/7  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 SAMEER BARDE 732-915-1586
  8. 8. 2/7 S Create the Debit memo request debit memo MOR BIL F Validate the Automatic entry debit memo request: Accounts Receivable remove the invoice block CRC C Automatic entry Controlling MOR Initiator of the credit/debit memo [P] Purchasing [S] Sales [M] Manufacturing [F] Finance CRC Approver of the credit/debit memo [SM] Stock management [C] Controlling BIL Billing Manager SAMEER BARDE 732-915-1586
  9. 9. 3/7  Access via menu:  Create a sales order (VA01) SAMEER BARDE 732-915-1586
  10. 10. 4/7 In the initial screen for creating a sales order… 1. Enter the order type ZDR: Rexam debit memo request 3 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 1 order creation screen 2 SAMEER BARDE 732-915-1586
  11. 11. 5/7 In the summary screen for creating the debit memo request… • Enter the number of the sold-to party's customer master record and confirm to display the number of the ship-to party • Enter the customer reference of the sales order (not a mandatory field) 1 • Enter the reason for the sales order: 911 (sale of service) 2 • 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) 3 4 SAMEER BARDE 732-915-1586
  12. 12. 6/7 In the summary screen for creating the debit memo request… 1. Select the product line 2 2. Click in the menu bar on Goto- Item-Conditions 1 SAMEER BARDE 732-915-1586
  13. 13. 7/7 In the detail screen for creating the debit memo request… 3 1 2 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 4. A message is displayed to confirm the creation of the debit memo request SAMEER BARDE 732-915-1586
  14. 14. 1/3 S Create the Debit memo request debit memo MOR BIL F Validate the Automatic entry debit memo request: Accounts Receivable remove the invoice block CRC C Automatic entry Controlling MOR Initiator of the credit/debit memo [P] Purchasing [S] Sales [M] Manufacturing [F] Finance CRC Approver of the credit/debit memo [SM] Stock management [C] Controlling BIL Billing Manager SAMEER BARDE 732-915-1586
  15. 15. 2/3  Direct access to the transaction without using 1. Enter the number of the sold-to party's the menu:  (V.23) 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 5 request for confirmation 1 5. Start the search for sales orders for the invoice that matches your search criteria 2 3 4 SAMEER BARDE 732-915-1586
  16. 16. 3/3 Transaction V.23 allows to release sales orders for invoices… 2 1. Check the debit request number 1 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 3 SAMEER BARDE 732-915-1586
  17. 17. 1/3 S Create the Debit memo request debit memo MOR BIL F Validate the Automatic entry debit memo request: Accounts Receivable remove the invoice block CRC C Automatic entry Controlling MOR Initiator of the credit/debit memo [P] Purchasing [S] Sales [M] Manufacturing [F] Finance CRC Approver of the credit/debit memo [SM] Stock management [C] Controlling BIL Billing Manager SAMEER BARDE 732-915-1586
  18. 18. 2/3 The invoice creation is automated, but invoices can be created manually if necessary...  Access via menu:  Create invoice (VF01) SAMEER BARDE 732-915-1586
  19. 19. 3/3 On the screen for creating an invoice... 3 2 4 1. Check the debit memo request number 1 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 SAMEER BARDE 732-915-1586
  20. 20.  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 SAMEER BARDE 732-915-1586
  21. 21. Let's use the system! Sameer Barde SAMEER BARDE 732-915-1586
  22. 22.  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: _____________ SAMEER BARDE 732-915-1586
  23. 23. Participant Customer name Material code Participant 1 Customer sold-to 1 11000010 Participant 2 Customer sold-to 2 11000011 Participant 3 Customer sold-to 3 11000012 Participant 4 Customer sold-to 4 11000013 Participant 5 Customer sold-to 5 11000014 Participant 6 Customer sold-to 6 11000015 Participant 7 Customer sold-to 7 11000016 Participant 8 Customer sold-to 8 11000017 Participant 9 Customer sold-to 9 11000018 Participant 10 Customer sold-to 10 11000019 SAMEER BARDE 732-915-1586
  24. 24. SAMEER BARDE 732-915-1586

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