How to Set Up and Use a Sales Document with the Option of Immediate Delivery in SAP S/4HANA

  • by Diony J. Ruiz R., SAP Architect and Senior Consultant, Group Intellego
  • July 5, 2016
Learn how to make a business cycle with the sales document set for immediate delivery by configuring settings in SAP S/4HANA. This activity decreases the number of steps in the processes and saves time in supply chain execution. This cycle is very useful in cash sales.
Learning Objectives

Reading this article, you will learn how to:

  • Set a sales order in SAP sales and distribution (SAP SD)
  • Enable immediate outbound delivery
  • Create test documents
  • Personalize S/4HANA for an incoming sales order (applications are included in the S/4HANA on-premise edition)
Key Concept
Cash sales is an order type for when the customer orders, picks up, and pays for the goods immediately. The delivery is processed as soon as the order has been entered.

In traditional sales cycles, outbound delivery documents are generated subsequent to the creation of a sales order. For my example, when you create a sales order, the system automatically proposes the current date as the date for delivery. After you post the order, the SAP system creates a delivery immediately in the background (Figure 1).


Figure 1
Creation of a sales order in the standard SAP system with options for delivery immediately
 

I describe a scenario in which you make a business cycle with the sales document configured with the options set to immediate delivery, thereby reducing the steps in the generation of a logistics document (delivery). To view a sales analysis report through the incoming sales order available in SAP S/4HANA, you need to make some inquiries and configure personalization settings to record the layout obtained. These activities are held in the Incoming Sales Order application available in SAP S/4HANA.

To implement sales to order with immediate outbound delivery, you configure the following settings in the IMG in the appropriate sections.

Step 1. Set Up Sales to Order

The configuration of the document type can be performed in a web environment (web browser) or through the traditional SAP GUI.

For my example you use a web browser. First, you need to create a user logon and password to log on to SAP S/4HANA. Enter a name in the User field and a password in the Password field (Figure 2).


Figure 2
Log on to the SAP S/4HANA system
 

By accessing the system, you exit the main home for the transaction code SPRO in menu path SPRO > Sales and Distribution > Sales > Sales Document > Sales Document Header > Define Sales Document Types (Figure 3).


Figure 3
Define sales document types

Diony J. Ruiz R.

Diony J. Ruiz R. is an SAP architect and senior consultant at Group Intellego. He has 12 years’ experience in SAP Sales and Distribution and SCE (Supply Chain Execution), Logistic Execution (LE), transportation, and warehouse management picking. He has additional knowledge in SAP MM (Materials Management).

He has worked in industries such as manufacturing, pharmaceuticals, logistics, third-party logistics distribution, services, public government, chemical, maritime and customs, metallurgy, automotive, and mining industries.

His roles have included SAP Consultant Specialist, Project Leader, and Area Leader.

He is an SAP Certified Professional.

 

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