Understanding Free of Charge Delivery Process

Objectives
After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Describe Free of Charge Delivery Process
  • Distribute Samples

Business Process Overview

Core Process Information

A separate sales order type is used to enable the creation of sales orders containing free of charge items. These items use a different item category which, when executing pricing, applies a 100% discount to the calculated price, resulting in free of charge items.

A free of charge order also requires entry of an order reason, thereby capturing the business justification for the supply of free of charge goods (for example, as a sample).

The order is confirmed, based on the availability of goods, and a delivery is created. The goods are then picked, confirmed and delivered to the customer. The process has two variants. One variant is without billing, while the other supports the creation of billing documents, if required by the customer.

Process Diagram

The figure, BDA – Process Diagram, is the process diagram for solution process BDA, Free of Charge Delivery.

The main steps in the process are:

  1. The Create Sales Order step confirms the intention to provide the customer with free of charge goods and initiates the process.

  2. The Create Delivery step initiates the shipping of the goods.

  3. The Execute Picking step executes the picking of the goods from the warehouse and their preparation for shipment.

  4. The Post Goods Issue step confirms the shipment of the goods.

  5. The Create Billing Document step (if used) creates a zero value invoice or a pro forma invoice for the customer.

Tutorial: Free of Charge Delivery (BDA)

A unique sales order type, Free of Charge Sales Order, allows the creation of free of charge orders. The order is confirmed based on the availability of goods. A delivery is created. The goods are then picked, confirmed, and delivered to the customer. At the end, if required, a pro forma, or customer invoice, is created.

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