Cover graphic should fill and not exceed the defined grey box.

Sales and Distribution Sales Order: Create Sales Order (VA01)

May 2010

Create Sales Order (VA01)

This transaction allows you to create a sales order. Input
Prerequisites You will need the Customer PO number and the quotation number if referencing a quotation in a sales order. A Customer Master or one-time customer, and a material master must exist in your sales organization.

Checklist
Enter Order Type and Organizational data (i.e. Sales Org, Distribution Channel, Division, Sales office) Click the Create with reference button and enter the quotation number under the quotation tab if you will be copying data from an existing quotation. Enter sales order header information (i.e. Sold To Party, Ship to Party, PO number, Req. deliv. Date, Deliver Plant, Incoterms) Click the Display Doc Header Details icon. Enter Market Usage, Market Segment, and Sales Type (Goto > Header > Sales) Enter required fields destination district code, inside sales person, and optional fields carrier, forwarding agent, outside sales rep, and contact person under the Partners tab (Goto > Header > Partners) Enter material number(s) and quantity to be shipped Add or Change Pricing (Goto > Item > Conditions) Add text under Texts tab (Go-to > Header > Texts) Add Additional data (A and B) Click the Save button

Output
Sales order with number (please write/save this sales order for future reference.) Demand is placed on the plant if material is not available at the required delivery date. Acquisitions and Deployments (COE)

Create Sales Order (VA01)

1. Enter transaction VA01 in the command field from your "SAP

Easy Access" screen.

Acquisitions and Deployments (COE)

Enter Order Type and Organizational Data (VA01)

1. 2. Enter Order Type. Enter Organizational Data (i.e. Sales Org., Distribution Channel, Division, Sales Office)

Step 1

Step 2

Acquisitions and Deployments (COE)

Copy Data From a Quotation to a Sales Order (VA01)

1. 2. 3. Click the Create with Reference button. Select the Quotation tab and enter the quotation number. Click the Copy button.
Step 2

Step 1

Note: If you receive this pop-up message, click the Enter button.

Step 3

Acquisitions and Deployments (COE)

Copy Data From a Quotation to a Sales Order Continued (VA01)

1. 2. If applicable, click the Enter button to copy text from the quotation. After data is copied from the quotation to the sales order, please review the message in the status bar.

Step 1

Step 2

Acquisitions and Deployments (COE)

Enter Sales Order Header Information (VA01)

1. If not copying data from a Quotation to a Sales Order, click the Enter Create Sales Order: Initial Screen. 2. Enter Sales Order Header Information (Sold To Party, Ship to Party, PO number, Req. deliv. Date, Deliver Plant, Incoterms) icon from the

Step 2 Complete the following fields:

Sold-to Party Ship-to Party PO Number Req. deliv. Date Delivery Plant Incoterms

Acquisitions and Deployments (COE)

Display Doc Header Details (VA01)

1. 2. Click the Display Doc Header Details icon. The following pop up window may be displayed if the Sold To Customer has specific Billing Instructions, read through the instructions, press the Green check mark or press
Step 1

the ENTER key on your keyboard.

Step 2

Acquisitions and Deployments (COE)

Enter Market Usage, Market Segment, and Sales Type (VA01)

1.
2. 3.

Enter Market Usage.

Enter Market Segment. Enter Sales Type.
Step 2

Step 3 Step 1

Acquisitions and Deployments (COE)

Enter Required Fields Under the Partners Tab (VA01)

1.
2. 3.

Click the Partners tab.

Enter required fields destination district code, inside sales person Enter the optional fields carrier, forwarding agent, outside sales rep, and contact person by selecting from the Partn. Funct column, then entering the value next to the option selected in the Partner Column.

4.

Click the Back button to return to the main screen.

Step 4 Step 1

Step 2

Step 3
Acquisitions and Deployments (COE)

Enter Material Number(s) and Quantity to be Shipped (VA01)

1.
2.

Enter material number(s) and quantities to be shipped.

Go to the next line item and repeat step 1 if applicable.

Step 1

Acquisitions and Deployments (COE)

Add or Change Pricing (VA01)

1.
2. 3. 4.

From the menu bar, select Goto > Item Conditions.

Click the Insert Row icon. Enter appropriate condition type required. Click the Next arrow to repeat steps 1-3 for multiple items.

Step 1

Step 3

Step 2
Acquisitions and Deployments (COE)

Add Text (VA01)

1. You can add text to the header and/or item. From the Menu bar, select Goto > Header
> Text or Goto > Item > Text. 2. 3. Double - click the type of text. Insert text. Note: Repeat steps 2 and 3 as needed.

Step 1

Step 2

Step 3

Acquisitions and Deployments (COE)

Add Additional Data (VA01)

1. Enter additional data.
Step 1

Acquisitions and Deployments (COE)

Click the Save Button (VA01)

1.
2.

Click the Save icon.

Write down the sales order number for future reference.

Step 1

Step 2

Acquisitions and Deployments (COE)

Create Sales Order (VA01)

Use transaction VA02 to change sales order. Use transaction VA03 to display sales order.

Acquisitions and Deployments (COE)

Demonstration & Practice

Demonstration Watch as the instructor performs the transaction in SAP. Hands on Practice Perform the transaction in SAP. Ask the instructor for assistance if needed. Administrative
Logon to SAP Training Environment
Note: This is NOT Production. Instructions for SAP Production logon will be provided at go-live.

Navigate to the SAP Logon Page. Link to instructions for adding an SAP environment to your logon page: Enter Cameron Employee number for username Enter SAP password for training environment

Enter transaction code Perform transaction steps

Acquisitions and Deployments (COE)

Questions and Answers

Acquisitions and Deployments (COE)