Sales inquiries are often the first step in the pre-sales process for new customers seeking information. In this video, discover how to create a sales inquiry in SAP using transaction code VA11.
- [Narrator] A major component of the pre-sales capabilities of SAP is sales inquiries. Let's create an inquiry using transaction code VA11 and pressing Enter. The first field, inquiry type, is a required field. Systems can be customized with different inquiry types. When we click on the Match Code button, we can see that we have only one option, IN, for inquiry. If there was another sales document in the system that we wanted to reference, we could do that by pressing a Create with Reference button. We don't want to create with reference, so we will press the Continue button. The first field we'll enter on our Create Inquiry Overview screen is the Sold To Party. We'll enter 1000308 for Seattle retailers, and press Enter. The system then prompts us with a Sales area for customer pop-up. Again, sales area is the combination of sales organization, distribution channel and division. We want the first option, which is Sales Org 1710, distribution channel 10, and product division 00, so we'll double click that. Our ship to part is auto populated with the same business partner number as our sold to, which is Seattle Retailers. We could change this field if there was a different ship to party for this customer. Next, we will move down to the all-items table and enter the material this customer is inquiring about. The material this customer is inquiring about is SSP01. The customer inquired about ordering 50 of this material. In the order quantity column, we'll enter 50. We'll now scroll to the right, to the item category field. We'll click the Match Code button to see our options for item category. We'll choose AGN for standard item. We can now press enter and the system will read the information that we've entered. If we look at the top right of this screen, the net value of this inquiry, were the customer to order this amount of this material would be 2500 US dollars. There's another interesting field that populates here called expected order value, this is populated with 750 USD. This expected order value is driven by a formula that takes the probability factor that this inquiry turns into a true sales orders and multiplies it by the net value. This can be configured by each business to reflect their own expected order value. We're now ready to save this inquiry, so we'll press save. We can now see that our inquiry has been saved and assigned a number. It is important to remember that inquiries are not legally binding documents.
- 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