Sales Processing using Third-Party without Shipping Notification (BDK)

In third-part processing your company does not deliver the goods required by the customer. Instead you forward the request to an external vendor who then sends the goods directly to the customer and charges you for the goods. You then send the customer an invoice.

When the sales order is saved, a purchase requisition item is automatically created for each third-party relevant item schedule line in the sales order. This is controlled by the configuration settings of the item category and schedule line category determined for the item. The item category determination depends on the Item Category Group set on the material master record and the order type of the sales order. The item category can also be set manually in the sales order item.

The schedule line category is determined by the combination of the item category previously determined plus the MRP type specified on the material master. In the schedule line category the settings specifies that the purchasing order type must be a purchase requisition and that the purchasing item category must be set as third party. The schedule line category is not set as delivery relevant and also has no movement type entered as no delivery will be created with reference to the sales order.

The diagram Data Transfer for Third-Party Processing lists the most important data that is transferred from the sales order to the item of the purchase requisition when the sales order is saved. This data transfer is continued to the related purchase order when it is created from the purchase requisition.

When changes are made to a third-party item in a sales order (such as delivery date or order item quantity), these changes are automatically copied to the related purchase requisition as long as the processing status of the purchase requisition still allows this.

The purchasing item category is set not to require a goods receipt but is set to require an invoice receipt during the third-party process. Once the invoice receipt has been posted the sales order becomes due for billing. This is controlled by the billing-relevance indicator on the sales order item category. The customer billing document quantity is then equal to the quantity specified in the vendor invoice. The sales order is considered fully billed until the next invoice is received from the vendor and posted in the system. The quantity to be invoiced is then calculated as the invoice receipt quantity less the quantity previously billed to the customer.

This is the process diagram for scope item BDK, Sales Processing using Third-Party without Shipping Notification.

The following are the main steps of the process:

The Create Sales Order step confirms the intention of the customer to order goods and initiates the process.

The Create Purchase Requisition Automatically step indicates the system creating a purchase requisition in response to the sales order creation.

The Display List of Purchase Requisitions to be Assigned step shows all requisitions to which a vendor must be assigned.

The Convert Assigned Requisitions to Purchase Orders step creates Purchase Orders from the Requisitions.

The Approve and Release Purchase Order step releases all Purchase Orders with a value above a specified amount.

The Receive and Enter Vendor Invoice step enters the values from the Vendor Invoice to the system.

The Create Billing Document step sends the invoice to the customer.

The table Main SAP Fiori Apps Used, provides a list of role(s) and app(s) for every process step.

With the Manage Sales Orders app, you can search for sales orders according to your filter criteria and display them in a list.

On the list created using the Manage Sales Orders app, you can execute following actions:

• Able to search for sales orders using a free test search
• Able to search orders by entering a value in one or more filter fields
• Able to create a variant for the current filter selection and save it for later reference
• able to hide filter bar
• able to sort sales orders
• Able to hide and show columns in the list

From the list of orders, you can also navigate to related applications. For example, you can display sales order details or display the process flow. Navigating to the process flow provides you with a graphical overview of the chain of connected process steps and corresponding business documents (document flow). For example, you can see the status of a sales order, whether it is relevant for shipping, and if an invoice has been created. Following is a list of transactional features:

• Able to create sales orders
• Able to reject all items for a sales order.
• Able to set or remove header level delivery and billing block
• Able to navigate to the sales order details to either display or change data
• Able to navigate to the customer 360 view app
• Able to navigate to the sales order object page
• Able to navigate to the customer object page
• Able to navigate to the process flow

With the My Inbox app, you can make important decisions using mobile or desktop devices, anywhere and anytime.

From this app, you can view custom attributes that provide additional information about the task instance.

• Able to view and add comments
• Able to view, upload and delete attachment
• Able to view the business cards of the application users
• Able to browse, sort, filter and group tasks requiring action
• Able to view the support information of the application to resolve error conditions
• view the additional information provided in the object links for business workflow tasks

Using this app, you can process your standard and custom workflow tasks based on the decision options defined in the back-end system.

• Able to process tasks from your SAP Business Workflow
• Able to perform decisions options on workflow tasks (e.g., approve or reject)
• Able to perform standard actions ( e.g., claim, release or forward a request)
• Able to perform mass actions, that is, process several tasks of the same type at the same time
• Able to create and manage substitution rules to manage the tasks in your absence
• Able to create and manage substitution rules to manage the tasks in your absence
• Able to send emails or post tasks on a preconfigured JAM site

With the Create Billing Documents app, you can create billing documents (for example, invoices and credit memos) from items in the billing due list. This includes debit memo requests, sales orders, deliveries, and other sales and distribution (SD) documents. You can also generate temporary billing documents that you can review before converting them to final billing documents.

The Create Billing Documents app provides the following view and search features:

• Search using basic filters: by document number, document category and sold-to party for all billing due list items created before and including a specific date.
• Search using additional filters; add additional filters to the filter bar and filter by sales organization, by billing type, by customer project or by billing document issue.
• Select the columns you want to display.
• Sort the displayed data by one or more data types.
• Group the data.
• Use page variants to save and load custom filter and column layouts that you have created.

When searching, you can show and hide the filter bar. You can save your filter settings and restore the original settings.

Saved layout variants also save the values that you have set in filters. You can share saved layout variants with other system users.

The Create Billing Documents app has the following transactional features:

• Display details of any SD document in the billing due list (for example, sales order, outbound delivery or credit memo request) by choosing the corresponding document number.
• You can make billing settings so that the system performs intended actions automatically when you create billing documents.
• You can select one or more items in the billing due list to create billing documents for them.
• After you have created billing documents, you can manage them using the Manage Billing Documents app.

According to the billing settings, the following actions are performed by the system when creating billing documents:

• Enter the billing date and type before billing.

  If you enable this setting and choose to create billing documents, the system requests a billing date and the required billing type before creating billing documents.

• Create separate billing document for each item of billing due list.

  If you enable this setting and choose to create billing documents, the system creates separate billing documents for each item of the billing due list that you have selected.

• Automatically post billing documents

  The system automatically posts all billing documents that you create to accounting and triggers output (for example, an invoice by e-mail). Note that if you do not choose to post billing documents automatically, you must post them manually using the Manage Billing Documents app.

• Display billing documents after creation.

  The system generates and displays temporary billing documents for the SD documents that you have selected for billing. You then have the option to save or discard them. Saving converts them to final billing documents, while discarding them returns you to the billing due list.