Billing the customer on time is integral in ensuring an organizations cash flow. In this video, explore the steps to create an invoice in SAP using transaction code VF01.
- [Instructor] Invoices record the details … of the material or service that was provided … to the customer and the amount that is due. … Let's create an invoice … from an existing delivery document in SAP. … We'll enter transaction code vf01 and press Enter. … This brings us to our Create Billing Document screen. … The first field we need to enter … in this transaction is Billing Type. … We'll click the dropdown and choose F2 Invoice … for the billing type. … The F2 is for a delivery-related invoice. … This means we use our delivery document … to create this invoice. … The next field is Service Rendered. … This can be used for when a service is completed … or when the product is delivered. … The function of this field is to determine … when the system will calculate tax. … We'll enter today. … Next is the Billing Date field. … This is the date the customer is billed … and the document is sent to accounting. … We'll enter today's date. … Next is the Pricing Date field. … The pricing date is for when different currencies …
- Defining an organizational structure for SAP
- Key elements of master data in SAP SD
- Creating sales inquiries, quotations, and orders
- Shipping and transportation processes
- Creating invoices
- Running billing and returns reports
Skill Level Intermediate
SAP Financials Essential Trainingwith Justin Valley1h 36m Beginner
Learning SAP MM (Materials Management)with Justin Valley1h 13m Intermediate
1. Sales and Distribution Overview
2. Master Data
5. Billing and Returns
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