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Local / Export Sales Process Flowchart in SAP Business One (B1)

SAP Business One Sales Process Flowchart: Local and Export Sales

Picture Description

This flowchart visually represents the local and export sales processes in SAP Business One (B1). The process begins with a series of steps that move through various stages involving sales quotations, approvals, sales orders, and delivery processes, along with interactions contingent upon customer status (cash or credit).

  1. Sales Quotation (Draft): The process begins when a sales quotation is raised (Task 1).
  2. Sales Quotation Approval: The draft goes through an approval process (Task 2). If approved, it continues to Document Approval (Task 3). If rejected, it loops back for revisions.
  3. Document Approval: The document undergoes further approval (Task 3). An approved quotation leads to its final entry (Task 4), which can also be printed as PFI (Proforma Invoice) for the client (Task 4A).
  4. Cash or Credit Decision: The process now involves determining the customer’s payment terms — cash or credit (Task 5). For cash customers, an immediate down payment is necessary, facilitated via an incoming payment process (Task 6).
  5. Sales Order Creation: Once the customer’s payment terms are decided, a sales order is created in SAP B1 (Task 7), followed by an Order Confirmation being printed (Task 7A).
  6. Goods Availability Check: At this stage, a decision is made on whether goods are available in stock (Task 8). If not available, the process triggers production (Task 9).
  7. Loading and Shipment: When goods have been manufactured or confirmed in stock, they are loaded and prepared for shipment (Task 10).
  8. Delivery Note and Invoice Generation: A delivery note is created in the system (Task 11), and subsequently, an Accounts Receivable (AR) Invoice is raised (Task 12). Printouts of the AR Invoice, Delivery Note, and Gate Pass are issued (Task 12A).
  9. Credit Note Check and Issuance: The process checks if a credit note is required, often due to returns or adjustments (Task 13). If necessary, an AR Credit Note is prepared (Task 14) and printed (Task 14A).
  10. Incoming Payment Process: Finally, all due invoices are settled through the incoming payment process (Task 15), marking the end of the transaction flow.

This flowchart effectively captures the sequence of actions, decision points, and end-to-end process handling of sales operations within SAP Business One, as integral to both local and export contexts. It uses flowcharting conventions to ensure clarity and ease of understanding, accommodating visual encoding for different tasks and decision points for a cohesive representation.

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