Each document type and item category has a different use in SAP SD. In this video, learn how to analyze the differences in document types and item categories and when to use each in the sales and distribution process.
- [Instructor] Document types and item categories … in the Sales and Distribution module … serve many requirements of businesses … across the sales cycle. … Let's take a look at how they work. … Document types serve varying purposes in the SD process. … SAP comes standard with predetermined document types. … Custom document types can also be added … to fit unique needs of a business. … The standard document types are broken down by use. … Let's look at some of the most commonly used. … Presales documents facilitate … sales inquiries and quotations. … Next order document types are created … for standard sales orders. … Cash sales, where an order is made and delivered … to the customer all at once and consignment orders. … Next, under outline agreements, there are different … document types for scheduling agreements and for contracts. … Finally, there are many issues processing document types. … These types are for scenarios like … sales order returns, creating debit and credit memos, …
Author
Released
8/7/2019- 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
Duration
Views
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Introduction
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1. Sales and Distribution Overview
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Process of SAP SD2m 35s
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Module integration2m 48s
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Organizational structure2m 31s
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2. Master Data
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Master data overview2m 7s
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Maintain customer credit2m 42s
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3. Sales
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Sales process overview2m 5s
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Create a sales inquiry: VA112m 37s
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Create a sales order: VA013m 10s
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Create a contract in VA412m 57s
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Sales reporting3m 12s
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4. Distribution
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Create packing: VL02N2m 9s
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Post a goods issue: VL02N1m 56s
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5. Billing and Returns
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Billing and returns overview2m 43s
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Create an invoice: VF012m 11s
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Post incoming payments: F-282m 17s
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Create a return order: VA013m 11s
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Conclusion
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Next steps40s
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Video: Document types and item categories