1) Sales Process Stream
1.2) Creating a Sales Order (Sale of Services)
Scenario: Creating a new Sales Order for a Service Product.
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 Fiori app Manage Sales Orders.
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 to proceed to the main sales order creation 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.
Enter the customer's purchase order number in the Customer Reference field.
Customizations: screen layout rules, business partner roles, partner determination procedures, customer-specific pricing and delivery settings...
Step 4: Sales order items: adding a Service Product
Navigate to the Items section (Items tab).
Enter the number of a service product to the Product field.
Enter the ordered Quantity, using the service product’s unit of measure (e.g., hours).
Select the Requested Delivery Date. For services, this date often signifies the planned start date of the service provision.
Customizations: item category determination, 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 Apply to return to the main order screen.
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 for services using the Fiori app Manage Sales Orders. The sales order is created using a service product, which, unlike physical products, is not relevant for delivery.
Begin by opening the app from the Fiori Launchpad.
After the app opens, 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 settings, but if they are not, select the correct values. After entering these details, click Create.
The system then opens the full sales order entry screen where you can start inputting the required data.
Select the correct Sold-to Party. You can start typing the customer's name, and the system will propose relevant matches.
When the Sold-to Party is selected, the system automatically proposes the Ship-to Party using the customer's business partner master data. 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 into the Customer Reference field.
Next, move to the Items section by clicking the Items tab and add a new sales order item. For services, use a Service Product.
Enter the requested Quantity using the unit of measure of the service product, which in this case is hours.
After entering the order quantity, select the Requested Delivery Date. For services delivered over a longer period, this date can indicate the first day when the service provision will begin.
After pressing Enter, you can see that the Service Item is automatically selected as the Item Category.
Next, let's review the item-level details of the service product by clicking the arrow button next to the item line. The system opens the full details of the item.
Under the Schedule Lines tab, you can confirm that the Schedule Line Category is “Without Delivery,” which is standard for services.
Under the Prices tab, you can see that a Net Unit Price was automatically selected for the service product. The pricing is based on the sales condition values maintained for the service.
Let’s add a discount for this service by using an item-level discount condition. To add a new condition, click the Create button.
Select the relevant discount Condition Type and click Create.
Enter the relevant discount amount or percentage and click Enter.
After entering the discount, the system automatically recalculates the net price for the item.
Click the Apply button to move back to the header-level sales order data.
After reviewing all details to ensure they are correct, click the Create button to finalize the new sales order.
The system generates a new sales order number, confirming that the order has been successfully created.