SAP S/4HANA Sales & Distribution

SD Processes and Functions with SAP Fiori

Users & Consultants

Document Data & Structure

in Sales Process
Document processes / document data
Process display - Swimlane

Create
sales order
Customer
1. Sales Order VA01
service desk
Outbound
delivery

Planning 2. Delivery VL01N

Change
delivery
3. Picking/
Logistics goods issue VL02N

Create
Billig doc.

Billing clerk 4. Billing VF01

Post
Bill. doc.

Accounting 5. Accounting VF02

Document processes / document data
Hierarchy of SD documents

Sales order Delivery Billing

Header OH1 DH1 IH1

Customer etc.

Item
OI1 OI2 DI2 DI2 II1 II2
Material etc.

Schedule
line S1.1 S1.2 S2.1 Explanation:
del. date etc. OH-sales order header, OI-sales item,
S-schedule line, DH-delivery head, DI-delivery
item, IH - invoice head, II - invoice item
Document processes / document data
Order / Delivery / Billing

Order Delivery Billing

Order header Delivery header Billing header

 Customer  Ship-to party  Bill-to party
 Order type  Delivery type  Billing type
 Created by and date  Shipping point  Created by and date

Item Item Item

 Material / Quantity  Material / Quantity  Material / Quantity
 Plant / Shipping point  Plant / Storage location  Plant
 Pricing Conditions  Picking quantity  Conditions

Schedule line
 Delivery Date
 Transaction type
 Schedule line category
Document processes / document data
Pricing overview

Usually the pricing takes place on item-level:

 Head > Item > Conditions

Price of item Net value of item

Price per Unit Customer discount

Tax rate
Document processes / document data
Status overview

Status overview of a sales order

With the status overview it is possible to get an overview of a

sales order’s processing status.

 Which items have been canceled?

 Is the sales order / item delivered?
 Is the sales order / items goods issue posted?
 Is the sales order/ position invoiced?
Document processes / document data
Incompletion check

Incompletion check

With the incompletion check system checks if certain fields on

document have been filled out or not.

 Alert: Document can still be saved (applies only to the sales

order)

 Further process steps could be blocked

In detail the incompletion check controls possible subsequent
steps in the process.
Document structure / document data
Document flow

Document flow in SD order process

Document flow in an SD sales order:

• Overview of process status

• Determination and status of follow-up or preceding documents
• Caution: Header / Item

Document flow can be accessed with various documents.

Thank you for your attention.
See you next module...

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