Sameers Sales Service Power Point Presentation

Training materials
Estimated 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

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


 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


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


2/7

S

Create the

MOR BIL

F

CRC

C

Automatic entry
Controlling

BIL Billing Manager


3/7

 Access via menu:

 Create a sales order (VA01)


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


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


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


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


1/3

S

Create the

MOR BIL

F

CRC

C

Automatic entry
Controlling

BIL Billing Manager


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


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


2/3

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

 Access via menu:

 Create invoice (VF01)


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


 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











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