SAP MM Third Party Order

Third Party Order Processing

CONTENTS: 1) 2) 3) 4)

Introduction Customizing settings Master data settings Process demonstration 1 - Create Sales Order 2 - Create Purchase Order 3 - Invoice Verification 4 – Billing

APPENDIX: Process schema

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1) Introduction In this document I will demonstrate the Third-party Order process. In third-party order processing the company transfers the sales order to an external vendor. This vendor delivers the goods directly to the customer and invoices the company. The customer receives an invoice from the company’s sales office. See also the appendix at the end of this document for an overview of this process.

2) Customizing settings For this process I have setup own document types by copying the standard SAP documents. This paragraph gives an overview of all relevant customizing settings for this process.

New Purchase Requisition type ZTPO: Call up the customizing transaction as follows: IMG → Materials Management → Purchasing → Purchase Requisition → Define Menu Path Document Types Tr. code / Table - / Copied document type NB to ZTPO:

Defined item category S as the only admissible item category:

New Purchase Order type ZTPO:

Call up the customizing transaction as follows: IMG → Materials Management → Purchasing → Purchase Order → Define Menu Path Document Types Tr. code / Table - / Copied document type NB to ZTPO:

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Defined item category S as the only admissible item category:

Linked purchase requisition – document type

New Sales Order type ZTPO:

Call up the customizing transaction as follows: IMG → Sales and Distribution → Sales → Sales Documents → Sales Document Menu Path Header → Define Sales Document Types Tr. code / Table VOV8 / TVAK Copied order type ORZTPO

Select sales document type ZTPO and then click on button

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Assign sales area 1000/10/00 to sales document type ZTPO:

Call up the customizing transaction as follows: IMG → Sales and Distribution → Sales → Sales Documents → Sales Document Menu Path Header → Assign Sales Area To Sales Document Types → Assign sales

order types permitted for sales areas Tr. code / Table

- / TVAKZ

Define new item category ZTAS:

Call up the customizing transaction as follows: Menu Path IMG → Sales and Distribution → Sales → Sales Documents → Sales Document

Item → Define Item Categories

Tr. code / Table

- / TVAP

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Select item category ZTAS and then click on button

Assign new item category ZTAS to new sales document ZTPO:

Call up the customizing transaction as follows: IMG → Sales and Distribution → Sales → Sales Documents → Sales Document Menu Path

Item → Assign Item Categories

Tr. code / Table

- / T184

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Define new schedule line category ZT: Call up the customizing transaction as follows: Menu Path IMG → Sales and Distribution → Sales → Sales Documents → Schedule Lines → Define Schedule Line Categories Tr. code / Table VOV6 / TVEP

Select schedule line category ZT and then click on button

Assign the new schedule line category ZT to the new item category ZTAS: Call up the customizing transaction as follows: IMG → Sales and Distribution → Sales → Sales Documents → Schedule Lines Menu Path → Assign Schedule Line Categories Tr. code / Table - / TVEPZ

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Maintain copy control new sales document ZTPO to existing billing document F2: Call up the customizing transaction as follows: Menu Path IMG → Sales and Distribution → Billing → Billing Documents → Maintain

Copying Control For Billing Documents → Copying control: Sales document to billing document

Tr. code / Table

VTFA / TVCPFAK

Select header line and then click on button

Double click on item.

Select line item and then click on button

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Check External Procurement parameters of plant 1000:

Call up the customizing transaction as follows: Menu Path IMG → Materials Management → Consumption-Based Planning → Plant

Parameters → Carry Out Overall Maintenance of Plant Parameters

Tr. code / Table

OMI8 / T399D

Check settings of sales organisation 1000: Call up the customizing transaction as follows: IMG → Enterprise Structure → Definition → Sales and Distribution → Menu Path

Define, copy, delete, check sales organization → Define Sales Organization

Tr. code / Table

- / TVKO

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Check settings of factory calendar 01:

Call up the customizing transaction as follows: IMG → SAP NetWeaver → General Settings → Maintain Calendar Menu Path Tr. code / Table SCAL / -

Select Factory calendar, then click on button

.

Third Party Order Processing

Select ID=01 then click on button

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3) Master data settings For the process demonstration in the next paragraph I will make use of certain master data such as: material M-02, vendor 1001(located in the US) and customer 2502(located in GB). Sales will be from Plant 1000(located in Hamburg). In this paragraph I will show the configuration of this and other relevant master data.

Material view: Call up following transaction: Menu Path Logistics → Materials Management → Material Master → Material → Change → Immediately Transaction Code MM02

Click on button Select the “Sales: General/Plant data” view. Then click on button

Enter plant, sales org. and distr.Ch. then click on button

Third Party Order Processing

Info-record:

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Call up the transaction as follows: Logistics → Materials Management → Master Data → Info Record → Change Menu Path Transaction code

ME12

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Enter selection criteria then click on button

Source List:

Call up the transaction as follows: Logistics → Materials Management → Master Data → Source List → Maintain Menu Path Transaction code ME01

Enter selection criteria then click on button

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Sales Price:

Call up the transaction as follows: Logistics → Sales and Distribution → Master Data → Conditions → Select Menu Path Using Condition Type → Change Transaction code VK12

Click on button

Tax condition: .Call up the transaction as follows: Logistics → Sales and Distribution → Master Data → Conditions → Select Menu Path Using Condition Type → Change Transaction code VK12

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Click on button

G/L account (for costs): Call up the transaction as follows: Logistics → Accounting → Financial Accounting → General Ledger → Master Menu Path Records → G/L Accounts → Individual Processing → Centrally Transaction code FS00

Third Party Order Processing

4) Process demonstration 1 - Create Sales Order:

Call up following transaction: Menu Path Logistics → Sales and Distribution → Sales → Order → Create Transaction Code VA01

Enter the order type ZTPO and the sales area, then click on button

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Enter sold to, material and qty followed by . Check purchase requisition data by selecting line item and then click on button

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to view the data which will be copied to the requisition.

Next click on button

Note that relevant procurement data, setup in master data, was found by the system.

Click on button

then on button

to save the order

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2 - Create Purchase Order:

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Call up following transaction: Menu Path Logistics → Materials Management → Purchasing → Purchase Order → Create → Automatically via Purchase Requisitions Transaction Code ME59N

Note that Test Run has been flagged in order to test first and check the result.

Click on button

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Test run was successful (incompleteness warning of import data ignored for this demo). Go back, remove test run flag and execute again.

Display the PO by either positioning the cursor on the PO no. then click on button on PO. No.

or double click

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3 - Invoice Verification: Call up following transaction: Logistics → Materials Management → Logistics Invoice Verification → Menu Path Document Entry → Enter Invoice Transaction Code MIRO

Enter PO no., invoice date, amount and flag Calculate tax and PO item. If everything is ok, then click on button

Display invoice document. Call up following transaction: Menu Path Logistics → Materials Management → Logistics Invoice Verification → Further Processing → Display Invoice Document Transaction Code MIR4

Enter document no. and fiscal year, then click on button

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Next click on button

Double click on the accounting document no.

4 - Billing:

Call up following transaction: Menu Path Logistics → Sales and Distribution → Billing → Billing Document → Process Billing Due List Transaction Code VF04

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Enter selection criteria and then click on button

Select the line and then click on button You can simulate (test) the billing also first by clicking on button The status of the billed order changed as follows.

Document flow of sales order. Call up following transaction: Menu Path Logistics → Sales and Distribution → Sales → Order → Display Transaction Code VA03

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Third Party Order Processing Enter sales order no. then click on button

Position the cursor on the line with the accounting document no. then click on button

Click on button

to leave the transaction.

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APPENDIX: Process schema

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