1) Sales Process Stream
1.1) Creating a Sales Order (Sell from Stock)
Scenario: Creating a new Sales Order for a product sold from stock.
Fiori App: Manage Sales Orders (Fiori App ID F3893)
Process Stream: Sales
Step-by-step guide:
Step 1: Open the Manage Sales Orders App
Open the Manage Sales Orders Fiori application.
Click the Create button to begin creating a new sales order.
Step 2: Order type & organizational data
Enter the Sales Order Type, the Sales Organization, the Distribution Channel, and the Division. Click Create.
The system opens the full sales order entry screen.
Customizations: Enterprise structure definitions, document types, user-specific default settings...
Step 3: Customer data
Select the correct Sold-to Party. The system automatically proposes the Ship-to Party based on business partner master data. Other customer-related fields, such as payment terms, delivery terms, and currency, are auto-populated.
Enter the customer's purchase order number in the Customer Reference field.
Customizations: Screen layout rules, business partner roles, partner determination procedures, and customer-specific pricing and delivery settings…
Step 4: Sales order items
Navigate to the items section and add a new item by selecting the correct Product and entering the ordered quantity. The system performs an availability check based on actual stock levels and confirmed supply.
Customizations: Availability check configuration, item category determination, and schedule line category configuration...
Step 5: Pricing & discounts
Pricing is controlled by conditions maintained at both the header level and the item level. To add an item level discount condition, open the item details by clicking the item line. Click the Prices tab and then click the Create button.
Select the correct discount Condition Type and enter the discount amount or percentage. The system recalculates the net price automatically.
Customizations: Pricing procedure determination, condition types...
Step 6: Finishing the order
Click Create to finish creating the sales order. The system generates a new sales order number.
Customizations: Output management settings, copy control configuration...
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This video explains how to create a new sales order using the Fiori app Manage Sales Orders.
Begin by opening the app from the Fiori Launchpad. After opening the app, press the Create button.
After clicking the button to create a new sales order, a pop-up window appears. In this window, enter the sales order type, the sales organization, the distribution channel, and the division. These values may already be defaulted based on your personal default settings but if they are not, select the correct values. After entering these details, click Create.
The system then opens the full sales order screen where you can start entering the required data.
Select the correct sold-to party. The sold-to party represents the customer placing the order and is responsible for commercial terms, pricing agreements, and billing-related information.
When the sold-to party is selected, the system automatically proposes the ship-to party using business partner master data. The ship-to party is the physical delivery location, which may differ from the sold-to party.
Additional customer-related fields such as payment terms, delivery terms, and currency are also automatically populated based on the customer’s business partner master data.
Enter the customer’s purchase order reference number to the Customer Reference field.
Next, move to the items section by clicking the Items tab and add a new sales order item. Select the correct product number and enter the ordered quantity.
As soon as these values are entered, the system performs an availability check based on actual stock and confirmed supply.
Review the availability result to ensure that the requested quantity can be delivered on the required date. Adjust the quantity or delivery date if needed.
After confirming availability, review the pricing for the order. Pricing is managed using pricing conditions which can be maintained at both the header level and the item level. Header-level pricing applies to the entire order, while item-level pricing conditions apply only to specific products.
To add an item-level customer discount, open the pricing details for the relevant item by clicking the item line. Then click the Prices tab.
Next to the table of pricing conditions, click the Create button to add a new condition type.
Select the correct discount condition type and enter the appropriate discount amount or percentage.
After entering the discount, the system automatically recalculates the net price for the item. Review the updated price to confirm that the discount is applied correctly.
Once all required information is entered and validated, review the header and item data to ensure everything is accurate.
When ready, click the Create button to create a new order. The system generates a new sales order number, confirming that the order has been successfully created.