Utilizing Sales Orders

Objective

After completing this lesson, you will be able to explain the usage Sales Order

Sales Order

A Sales Order is an agreement between a seller and a customer about the sale and the delivery of products or the provision of a service for the defined prices, quantities, and dates

 

SAP Sales Cloud Version 2 helps you record and view sales interactions related to sales orders, and it offers three types of maintenance modes for Sales Orders:

 

  1. Internal: You can create, search, view, modify, and complete Sales Orders in SAP Sales Cloud Version 2.
  2. Internal & External: You can create, search, view, modify Sales Orders in SAP Sales Cloud Version 2, simulate them in SAP S/4HANA, transfer them to SAP S/4HANA, and fulfil them in SAP S/4HANA. On simulation, you receive results of pricing, credit check, and so on. Sales Orders with this maintenance mode are also called bidirectional Sales Orders.
  3. External: You can replicate Sales Orders from SAP S/4HANA or SAP ERP, and you can search and view the Sales Orders in SAP Sales Cloud Version 2.

View, Create and Manage Sales Order

Sales Order - Landing Page

Sales Order - Landing Page
  1. Sales Order List: List of Sales Order created
  2. Sales Order Quick Filter:  Filter the Sales Orders based on Account, Status, Product, Requested Date. You can also quick filter to list the draft Sales Orders.
  3. Search: Search Sales Orders.
  4. Create: Create Sales Order.
  5. Actions: You can copy, preview or delete Sales Orders.

Sales Order - View

Sales Order View
  • Order Summary: You can view the involved parties, products, and detailed pricing of products.
  • Account Buying History: Account Buying History shows the sales revenue for the selected time period.

Sales Order - Create

Sales Order - Create

Key Capabilities

 

  • In SAP Sales Cloud Version2 you can create Sales Order from scratch or copy from an already existing Sales Order.
  • SAP Sales Cloud Version 2 continuously auto-saves the entered data during in draft status during order creation which prevents any data loss. You can access it later using the query variants My Draft Sales Orders or All Draft Sales Orders in the Sales Order landing page.
  • Internal/External pricing is applied based on configuration.

Sales Order - Simulate and Transfer to S/4HANA

Simulate Sales Order

Simulate Sales Order

In SAP Sales Cloud Version2 you can simulate Sales Orders in SAP S/4HANA to get the accurate penny perfect pricing before confirming the Sales Order .

The Simulate action allows the system to simulate the order captured in Sales Cloud Version 2 in SAP S/4HANA and return with the following:

  • Accurate penny perfect pricing: Net price, discounts, and net value at the item level; gross value inclusive of taxes and discounts at the header level
  • Status: Credit status and rejection status
  • Product substitution: You can get substitutes for products that are out of stock or discontinued, if you have configured alternates or substitutes for the products in SAP S/4HANA.
  • Bill of material (BoM) explosion
  • Available-to-promise (ATP)
  • Free goods: Free good determination supports both exclusive (for example, buy ten and get one free) and inclusive (for example, buy ten and pay only for nine) free goods.

Transfer Sales Order

Transfer Sales Order

You can transfer Sales Orders to replicate the Sales Orders you created in SAP Sales Cloud Version 2 to SAP S/4HANA once you have simulated the Sales Order.

Transfer involves the actual creation of the Sales Order in SAP S/4HANA and triggering follow-up processes configured in SAP S/4HANA such as fulfilment and billing. Once transfer status is Finished, the Sales Order is created in SAP S/4HANA and the ID of the order is updated in External ID field in SAP Sales Cloud Version 2.

Note

SAP Sales Cloud Version 2 should be integrated with SAP S/4HANA as a prerequisite for using Simulate and Transfer functionality. SAP Sales Cloud Version2 supports simulation of Sales Orders in SAP S/4HANA and SAP S/4HANA Cloud Private Edition.

Creating Sales Order

In this video, you will learn about creating Sales Order :

Log in to track your progress & complete quizzes