SAP ERP PICTURES

ERP.PICS is a dedicated website classifying SAP ERP visuals (cheatsheets, flowcharts, process diagrams etc.) by system and process.

Picture Description

The flowchart details the SAP SD module’s Order to Cash (O2C) process, outlining customer sales order handling from order initiation to logistics execution. Roles like the Internal Sales Representative and Credit Controller are primarily involved this process.

Step-by-Step Exploration of the Customer Sales Order Process Flowchart in SAP: 

  1. Customer Initiation: Orders are initiated via different channels such as customer calls/faxes, EDI orders, or e-commerce platforms.
  2. Initiate Sales Order: The Internal Sales Representative uses the SAP transaction code VA01 with the Fiori app “Create Sales Order” to create the sales order based on input from various channels.
  3. Determine Business Partners: This includes determining shipping strategies, customer order controls, and identifying involved business partners.
  4. Determine Order Items: This step involves product determination, listing, exclusions, substitutions, and text determination applicable to the order.
  5. Check Availability: The system performs an ATP (Available to Promise) check to determine product availability against stock on hand, inward, and outward movements.
    • Stock Available?: If stock is present, proceed with order processing. If unavailable, handle as backorder using BOP strategies like WIN, GAIN, RESDISBRUTE, FILL, or LOSE.
  6. Allocation Check Required?: Verify if a product allocation check is necessary for the order.
    • Perform Allocation Check: Product allocations are reviewed concerning customer and material specifics.
    • Allocation Allotment Remaining: Evaluate if sufficient allocation remains and proceed to pricing.
  7. Carry Out Pricing: Pricing calculations are completed using factors such as price, discounts, surcharges, freight, and tax.
  8. Check Customer Credit: The system performs a credit check using the transaction code VKM1 and the Fiori app “Manage Credit Cases” to ensure the customer’s credit status is in good standing.
    • Credit Check Passed?: If successful, release the order. If not, proceed to further credit assessments or notify the customer regarding credit status.
  9. Review Credit: Further review by the Credit Controller may be required for unapproved credit checks.
    • Release Order: The order is released if credit issues are resolved satisfactorily.
  10. Order Summary Send to Customer: Once finalized, an order summary is communicated to the customer.

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