120_ERP607_BPD_EN_US

Business Process Procedures

EHP7 for SAP ERP 6.0February 2014English

Returnables APOProcessing (120)

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermanyBusiness Process Documentation

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Contents5Returnables Processing

51Purpose

52Prerequisites

52.1Master Data and Organizational Data

72.2Business Conditions

82.3Preliminary Steps

102.4Roles

113Process Overview Table

134Process Steps

134.1Displaying Pallets Stock

134.2Sales Order Entry

174.3Delivery Due List

194.4Add Delivery Item for Pallet

204.5Picking (Optional)

214.6Assign Serial Number

224.7Post Goods Issue


274.9Billing

294.10Post Incoming Payment

304.11Create Pallets Return Order

324.12Post Goods Issue


364.14Creating Delivery Pallets Return w/o Order Reference

374.15Create Debit Memo Request for Unreturned Pallets

394.16Release Debit Memo Request for Billing

404.17Billing

434.18Post Incoming Payment

434.19Post Unreturned Pallets


465Follow-Up Processes

476Appendix

476.1Reversal of Process Steps

526.2SAP ERP Reports

536.3Used Forms

Returnables Processing

1 Purpose

Standard pallets belong to the manufacturer and are handled either as returnable goods or as packaging material. This scope item shows the shipment of standard pallets and their returns.

This scope item uses the pallet L001 with material type LEIH, which is handled as returnable material.

2 Prerequisites

2.1 Master Data and Organizational Data

SAP Best Practices Standard Values

Essential master and organizational data was created in your ERP system in the implementation phase, such as the data that reflects the organizational structure of your company and master data that suits its operational focus. For example, master data for materials, vendors, and customers.

This master data usually consists of standardized SAP Best Practices default values, and enables you to go through the process steps of this scope item.

Additional Master Data (Default Values)

You can test the scope item with other SAP Best Practices default values that have the same characteristics.

Check your SAP ECC system to find out which other material master data exists.

Using Your Own Master Data

You can also use customized values for any material or organizational data for which you have created master data. For more information about creating master data, see the Master Data Procedures documentation.

Use the following master data in the process steps described in this document:

Master / Org. dataValueMaster / Org. data detailsComments

MaterialH11Trading Good for Reg. Trading (MRP planning)

no Serial no.; no batchSee sections Business Conditions and Preliminary Steps.

MaterialH12Trading Good for Reg. Trading (reorder point planning)

no Serial no.; no batchSee sections Business Conditions and Preliminary Steps.


with serial numbers, no batchOnly use if you have activated the building block Serial Number Management (126).

See the sections Business Conditions and Preliminary Steps.


no Serial no.; batch controlled (Exp. Date)Only use if you have activated the building block Batch Management (117).

See sections Business Conditions and Preliminary Steps.


no Serial no.; batch controlled (FIFO strategy)Only use if you have activated the building block Batch Management (117).See sections Business Conditions and Preliminary Steps.

MaterialL001Empties, ND

Sold-to party100000Domestic Customer 00You can test the scope item using another domestic customer.If you want to send form printouts via e-mail instead of using the print functionality, make sure that you have maintained a valid e-mail address in the customer master data. For details, refer to the following documents:

Create Customer Master (155.18)

Printing: Forms adaptation guide doc

Ship-to party100000Domestic Customer 00

Payer100000Domestic Customer 00

Plant1000 (1100)

Storage Location1030/ 1040 (1130/ 1140)

Storage Location1160

Shipping Point1000 (1100)

Shipping Point100R (110R)

Sales organization1000

Distribution channel10

Division10

2.2 Business Conditions

The business process described in this Business Process Documentation is part of a bigger chain of integrated business processes or scope items. As a consequence, you must have completed the following processes and fulfilled the following business conditions before you can start going through this scope item:

Business conditionScope item

You have completed all relevant steps described in the Business Process Documentation Prereq. Process Steps (154). Prereq. Process Steps (154)

To run through this scope item, the materials must be available in stock. If you use trading goods (HAWA) you can either:

Run through the procurement w/o QM (130) process or

Create stock using transaction MIGO (for details see section Preliminary Steps).Procurement w/o QM (130)

To run through this scope item, the materials must be available in stock. For the returnable material (LEIH) you can either:

Run through the procurement w/o QM (130) process or

Create stock using transaction MIGO (for details see section Preliminary Steps).Procurement w/o QM (130)

2.3 Preliminary Steps

To run through this sales scope item, one of the above materials must be available in stock. Use transaction MMBE to check the stock levels. Once you create the initial stock, you have ample stock available to run the BPD several times. Once the stocks have been used up, execute this activity again to create more.

Procedure

1. Access the transaction choosing one of the following navigation options:

Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menuLogistics Materials Management Inventory Management Goods Movement Goods Movement (MIGO)

Transaction codeMIGO

Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role

Business role Warehouse Clerk(SAP_NBPR_WAREHOUSECLERK_S)

Business role menuWarehouse Management Consumption and Transfers Other Goods Movement

2. On the MIGO overview screen, make the following entries:

Field nameUser action and valuesComment

Trans. / EventA01 Goods Receipt

Reference DocumentR10 Other

Movement Type561561 Receipt per initial entry of stock balances into unr.-use

3. Choose Enter.

4. On the Goods Receipt Other screen, on the Material tab, make the following entry and choose Enter:


Material

5. On the Goods Receipt Other screen, on the Quantity tab, make the following entry and choose Enter:


Qty in Unit of EntryFor example, 10000

6. On the Goods Receipt Other screen, on the Where tab, make the following entries and choose Enter:


Plant

Storage Locationlean WM / w/o lean WM

7. On the Goods Receipt Other screen, on the Batch tab, make the following entry and choose Enter:


Date of manufactureEnter the current date or a date in the pastOnly relevant for material H22

8. On the Goods Receipt Other screen, on the Serial Numbers tab, make the following entry and choose Enter:


Create Serial Nos Automatically(Only relevant for material H20

9. Choose Next Item.10. On the Goods Receipt Other screen, on the Material tab, make the following entry and choose Enter:


MaterialMaterial L001

11. On the Goods Receipt Other screen: Quantity tab, make the following entry and choose Enter:


Qty in Unit of EntryFor example, 100

12. On the Goods Receipt Other screen, on the Where tab, make the following entries and choose Enter:


Plant

Storage Location

13. Choose Enter.

14. Save your entries.

Result

The quantities have been posted.Financial postings:

Financial postings are not relevant for Material L001 (Empties).MaterialDebited AccountsCredited AccountsCost Element / CO Object

Trading Good (HAWA)135075 Trading goods399175* Invent.own productsnone

2.4 Roles

Use

To test this scope item in the SAP NetWeaver Business Client (NWBC), ensure that the following roles are installed and assigned to the users testing this scope item. These roles are only required if you are using the NWBC interface. You do not need these roles if you are using the standard SAP GUI.

Prerequisites

The business roles have been assigned to the user who is testing this scope item.

Business roleTechnical nameProcess step

Employee (Professional User) SAP_NBPR_EMPLOYEE_S

Assignment of this role is necessary for basic functionality.

Sales Administrator SAP_NBPR_SALESPERSON_S

Sales Order Entry, Create Pallets return Sales Order, Creating Debit Memo Request for Unreturned Pallets

Warehouse Clerk SAP_NBPR_WAREHOUSECLERK_S

Creating Delivery via Delivery Due List, Add Delivery Item for Pallet, Picking, Assign Serial Number, Post Goods Issue, Creating Delivery Pallets Return w/o Order Reference and Post GR

Warehouse Manager SAP_NBPR_WAREHOUSEMANAGER_M

Display Pallets Stock

Billing Administrator SAP_NBPR_BILLING_S

Create Billing Document

Accounts Receivable Manager SAP_NBPR_AR_CLERK_MRelease Debit Memo Request for Billing

3 Process Overview Table

Process stepExternal process referenceBusiness conditionBusiness roleTrans-action codeExpected results

Displaying Pallets StockWarehouse Manager MMBE

Sales Order EntryMaterial availableSales Administrator VA01Sales order saved demand created for MRP within delivery plant

Delivery Due ListMaterials available to shipWarehouse ClerkVL10CDelivery created, Add Delivery Item for Pallets, Warehouse Transfer Order created

Add Delivery Item for Pallet Warehouse ClerkVL02NPallet Item added

PickingWarehouse clerkVL06OPicking has been done

Assign Serial NumberWarehouse ClerkVL02NSerial numbers are assigned to the materials

Post Goods IssueWarehouse clerkVL06OThe goods issue is posted. The system prints a delivery note and a bill of lading.


BillingGI has been postedBilling AdministratorVF04Invoice created and posted in FI/CO

Incoming Payment157 Accounts Receivable

Creating Pallets Return OrderSales AdministratorVA01Return sales order created

Post Goods IssueWarehouse clerkVL06OThe goods receipt is posted.


Creating Delivery Pallets Return w/o Order ReferenceWarehouse ClerkVL01NOThe pallet return delivery is created

Creating Debit Memo Request for Unreturned PalletsSales AdministratorVA01Debit memo request created

Release Debit Memo Request for BillingAccounts Receivable ManagerV23Debit memo request released

BillingBilling AdministratorVF04Billing document created

Incoming Payment157 Accounts Receivable

Posting Unreturned PalletsWarehouse ClerkMIGOUnreturned pallets posted


Closing OperationsSales: Period End Closing Operations (203)

4 Process Steps

4.1 Displaying Pallets StockUse

In this activity, you display the pallet stock.

Procedure


Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menu

Logistics Materials Management Inventory Management Environment Stock Stock Overview

Transaction codeMMBE


Business role Warehouse Manager

(SAP_NBPR_WAREHOUSEMANAGER_M)

Business role menuWarehouse Management Inventory Control Environment Stock Overview

2. Make the following entries:Field nameUser action and valuesComment

Material Material L001

Plant

3. Choose Execute.4.2 Sales Order Entry Use

In this activity, you create a sales order for a customer and a standard product.

Procedure


Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menu

Logistics Sales and Distribution Sales Order Create

Transaction codeVA01

2. On the Create Sales Order: Initial screen, make the following entries:


Order TypeORStandard Order

Organizational data

Sales organization

Distribution channel

Division

3. Choose Enter.

4. The Create Standard Order: Overview screen displays the order header and item data.Make the following entries:


Standard OrderLeave blank, is assigned by the system

Sold-to partyFor example, 100000

Customer 00

Purch. Order no.Enter the customers purchase order numberFor example, 12345

MaterialFor example, H11

Order quantityFor example, 5

5. Choose Enter.

If you do not want to use Lean Warehouse Management (WM), choose a storage location Shipping w/o Lean WM (for example, 1040) by using the following path: Goto ( Item ( Shipping. In the Stor. Location field, enter the selected storage location (for example, 1040).

6. Save your entries.Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role

1. Access the transaction using the following navigational option:

Business Role Sales Administrator

(SAP_NBPR_SALESPERSON_S)

Business Role MenuSales Customer Cockpit Customer Cockpit Access Customer Cockpit

2. Make the following entries and choose Display Customer:

Field NameUser Action and ValuesComment

Customer NumberFor example, 100000

3. On the Customer Cockpit screen, select the following option:


Other ActivitiesCreate Order

4. On the Create Sales Order screen, make the following entries and choose Continue:


Sales Document TypeORStandard Order

5. On the Standard Order: New screen, make the following entries:


PO numberEnter the customers purchase order numberFor example, 12345

MaterialFor example, H11

Order Quantity< Order Quantity>For example, 5

If you do not want to use Lean Warehouse Management (WM), choose a storage location Shipping w/o Lean WM (for example, 1040) by selecting the item and choosing the Product Availability tab on the screen section next to the Item Overview section. In the Storage Location field, enter the selected storage location (for example, 1040).

6. Choose Save document. 7. Make a note of the sales order number: _______________.Result

The standard sales order for material HXX (for example, H11) has been saved.

The printout of the order confirmation is executed automatically and immediately (see settings in transaction VV13 for Output Type BA00 and defaults in your user settings in transaction SU3).

You can also start the printout manually:Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC menuLogistics Sales and Distribution Sales Order Display


1. On the Display Sales Order: Initial Screen, enter the order number. From the menu, choose Sales Document ( Issue Output to.2. Select the line with message type BA00.3. Choose Print.Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role

Business role Sales Administrator


Business role menuSales Sales Orders Sales Order Processing Sales Documents Worklist

1. Choose the Search query under Active Queries for Sales Orders (refresh the current query if necessary).

If the message Maintain more selection criteria displays, choose Show Quick Criteria Maintenance and maintain the criteria accordingly. For example, for the Sales Document, enter an asterisk (*) and choose Apply.

2. Select your sales order and choose Show Order Confirmation in PDF Format.3. On the Convert Spool to PDF screen, choose Print.

If you have installed the scope item Rebate Processing: Free Goods in your system and you use material H11, the following warning may display: Minimum quantity 1,000 EA of free goods has not been reached. Choose Enter to skip this warning.

The default settings generate a printout of an order confirmation. If you prefer to send the order confirmation to the customer via e-mail, ensure that all requirements listed in the Quick Guide in the Outbound e-mail configuration and Printing sections are being met and proceed as described below. If you want to switch from printout to sending forms via e-mail in general, on the documentation package, choose Business Info Forms, then click the Printing: Forms Adaptation Guide link.Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menuLogistics Sales and Distribution Sales Order Change


Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role



Business role menuSales Sales Orders Sales Order Processing Change Sales Order

1. In the Order field, enter the sales order number and choose Enter.

2. On the Change Standard Order: Overview screen choose (NWBC: Menu ) Extras Output Header Edit.3. On the Create Standard Order: Output screen, select the line already created for the print output and choose Repeat output.

4. On the new line, change the Medium for Output Type BA00 to 5 External send.

5. Select the line with output type BA00 and choose Communication Method.6. In the Comm.Strategy field, enter CS01.7. Change the Logical destination and enter the printer you have defined for the output via e-mail.

8. Choose Enter.

9. Choose Back (F3).10. Save your entries.

4.3 Delivery Due List

Use

In this activity, you process the delivery due list to create the delivery document.

Procedure

Option 1: SAP Graphical User Interface (SAP GUI)


SAP ECC menu

Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Create Collective Processing of Documents Due for Delivery Sales Order Items

Transaction codeVL10C

2. On the Sales Order Item screen, make the following entries:


Shipping pointFor example, 1000

Delivery creation dates (From)Enter delivery creation date.The sales order item delivery date must be equal or greater than the delivery creation date (From)

Delivery creation dates (To)Enter delivery creation date.The sales order item delivery date must be equal or less than the delivery creation date (To)

3. Choose Execute.

4. Select your sales order and choose Create Delivery in the Background.5. Position the cursor on the line with the green light and choose Details. In the dialog box you see the number of the delivery that has been created.Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role

1. Access the transaction as follows:

Business role Warehouse Clerk

(SAP_NBPR_WAREHOUSECLERK_S)

Business role menuWarehouse Management Shipping Outbound Delivery Order Fulfillment Worklist

2. On the Delivery Due Orders tab, make the following entries:


Shipping pointFor example, 1000 (1100)

3. Choose Apply (refresh the current query if necessary).

4. Select your order you created in the previous process steps.

5. Choose Creation in Background.6. The system displays the message Delivery has been saved. Result

A delivery document is created, batches were automatically determined in case batch material has been used. If Lean WM has been set up, a Warehouse Management Transfer Order has been created, printed, and automatically confirmed. Picking can be done using the printed transfer order.

The printout of the transfer order is executed automatically and immediately.

You can also start the printout manually:

Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menuLogistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Communication / Printing Single Print Pick Documents

Transaction codeLT31

1. Enter the Warehouse Number and TO Number (you can find this number using transaction VL02N and checking the document flow) and choose Enter.

2. To start the print process, choose Transfer order ( Print.Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role


Business role menuWarehouse Management Shipping Transfer Orders Print TO Manually

1. Enter the Warehouse Number and TO Number (you can find TO number using Business role menu Warehouse Management ( Shipping ( Outbound Delivery ( Display Delivery and checking the document flow of your outbound delivery) and choose Enter.2. To start the print process, choose Menu Transfer order Print.4.4 Add Delivery Item for PalletUse

With this activity, you add a pallet item to the delivery.

Procedure

1. Access the transaction choosing one of the following navigation options:Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menu

Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Change Single Document

Transaction codeVL02N




Business role menuWarehouse Management Shipping Outbound Delivery Change Delivery

2. On the Change Outbound Delivery screen, enter the Outbound Delivery number created in a previous step and choose Enter.

3. On the Delivery 8xxxxxx Change: Overview screen Picking tab, make the following entries: Field nameDescriptionUser action and valuesComment

MaterialMaterial L001;No automatic assignment of pallets and packaging

Plnt Plant

SlocStorage Location1030 with Lean WM1040 without Lean WM

Deliv. QtyDelivery QuantityFor example, 3

4. Choose Enter.


Pallet L001 is not relevant for picking.

Result

Pallets have been added to the delivery document.4.5 Picking (Optional)Use

The picking process involves taking goods from a storage location and staging the right quantity in a picking area where the goods are prepared for shipping.

This step is to be used if lean WM has not been activated.

Procedure


Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menuLogistics Sales and Distribution Shipping and Transportation Outbound Delivery Lists and Logs Outbound Delivery Monitor

Transaction codeVL06O

2. On the Outbound Delivery Monitor screen, choose For Picking.

3. On the Outbound Deliveries for Picking screen, make the following entries:


Shipping pointFor example: 1000

Only Picking without WM(

4. Choose Execute.

5. Select your delivery note and choose Subsequent Functions ( Picking Output.6. On the Output from Picking screen, select your delivery note and choose Execute.Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role

Business Role Warehouse Clerk


Business Role MenuWarehouse Management Shipping Outbound Delivery Order Fulfillment Worklist

1. On the Picking List (without WM) tab, make the following entries:

Field NameUser Action and Values

Shipping point1000 (1100)

2. Choose Apply (refresh the current query if necessary).

3. Select your delivery note and choose Display.4. From the menu, choose, Menu ( Subsequent Functions ( Output from Picking.5. To confirm the dialog box, choose Enter.6. On the Output from Picking screen, choose Execute.7. On the Output from Picking screen, select your delivery note and choose Execute. Result

The picking list EK00 has been printed and the picking quantity at delivery item level has been updated with the requested delivery quantity.4.6 Assign Serial Number

Use

In this activity, you assign serial numbers to the materials.

This step is to be used if Serial Number Management is activated.

Procedure



SAP ECC menuLogistics Sales and Distribution Shipping and Transportation Outbound Delivery Change Single Document


2. On the Change Outbound Delivery screen, enter the delivery number and choose Enter.

3. Select the material to which you need to assign a serial number, and choose Batch Split (for example, Material F126). If the material is not batch-controlled (H20), choose Item Details instead of Batch Split.

4. On the Delivery XXX Change: Item Details screen, select the batch to which you need to assign a serial number and choose Extras ( Serial Numbers. If the material is not batch-controlled (H20), choose Extras ( Serial Numbers.5. In the Maintain Serial Numbers dialog box, select the serial number from the input help. For testing purposes, choose a serial number from the selection list that has a plant and a storage location assigned to it. Make sure that the serial number comes from the batch determined in step 4.3 in case the material is batch-controlled (for example, F126).

6. Save your delivery.






2. Choose the Due for Post Goods Issue tab.3. Enter the Shipping Point / Receiving Pt: and choose Apply (refresh the current query if necessary).

4. Select your delivery.

5. Choose Change.6. Select the material to which you need to assign a serial number, and choose Batch Split (for example, Material F126). If the material is not batch-controlled (H20), choose Item Details instead of Batch Split.

7. On the Delivery XXX Change: Item Details screen, select the batch to which you need to assign a serial number and choose Menu( Extras ( Serial Numbers. If the material is not batch-controlled (H20), choose Menu( Extras ( Serial Numbers.

8. In the Maintain Serial Numbers dialog box, select the serial number from the input help. For testing purposes, choose a serial number from the selection list that has a plant and a storage location assigned to it. Make sure that the serial number comes from the batch determined in step 4.3 in case the material is batch-controlled (for example, F126).

9. Save your outbound delivery.

Result

Serial numbers are assigned to the materials.

4.7 Post Goods Issue

Use

In this activity, you post the goods issue.

Procedure


Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menuLogistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Lists and Logs Outbound Delivery Monitor


2. Choose For Goods Issue.

3. Make the following entries:

Field nameUser action and valuesComments


4. Choose Execute.

5. Select the relevant delivery.

6. Choose Post Goods Issue. (Choose todays date in the dialog box.)Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role


Business Role Warehouse Clerk


Business Role MenuWarehouse Management Shipping Outbound Delivery Order Fulfillment Worklist

2. Choose the Due for Post Goods Issue tab.

3. Enter the Shipping Point / Receiving Pt: and choose Apply (refresh the current query if necessary).

4. Select your Delivery.

5. Choose Goods Issue.

6. The system displays the message Delivery xxxxxxxx was posted as a goods issue.Result

The goods issue is posted.

Financial postings:

MaterialDebited AccountsCredited AccountsCost Element / CO Object

Trading Good (HAWA)500000 Cost of Gds Sold135075 Invt - Trading Goods

Pallet L001 is not relevant for financial postings.

Delivery Note

The printout of the delivery note is executed automatically and immediately (see settings in SAP GUI transaction VV23 for Output Type LD00 and defaults in your user settings in transaction SU3).

You can also start the printout manually:Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menuLogistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Display





Business role menuWarehouse Management Shipping Outbound Delivery Display Delivery

1. On the Display Outbound Delivery Initial Screen, enter your outbound delivery and from the menu, choose (NWBC: Menu () Outbound Delivery ( Issue Delivery Output.2. Select the line with message type LD00 Delivery Note.3. Choose Print.

The default settings generate a printout of the delivery note. If you prefer to send the delivery note to the ship-to party via e-mail, ensure that all requirements listed in the Quick Guide in the Outbound e-mail configuration and Printing sections are being met and proceed as described below. If you want to switch from printout to sending forms via e-mail in general, on the documentation package, choose Business Info Forms, then click the Printing: Forms Adaptation Guide link.Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menuLogistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Post Goods Issue Outbound Delivery Single Document






1. In the Outbound Delivery field, enter the delivery number and choose Enter.

2. On the Outbound Delivery xxxx Change: Overview screen, choose (NWBC: Menu ) Extras Delivery Output Header.3. On the Outbound Delivery: Output screen, select the line with Output Type LD00 already created for the print output and choose Repeat output.

4. On the new line, change the Medium for Output Type LD00 to 5 External send.

5. Select the new line with output type LD00 and choose Communication Method.6. In the Comm.Strategy field, enter CS01.7. Change the Logical destination and enter the printer you have defined for the output via e-mail.

8. Choose Enter.


Bill of Lading

The printout of the Bill of lading is executed automatically and immediately (see settings in SAP GUI transaction VV23 for Output Type YBL1 and defaults in your user settings in transaction SU3).


Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menuLogistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Display






1. On the Display Outbound Delivery screen, enter your outbound delivery and from the menu, choose (NWBC: Menu ( ) Outbound Delivery ( Issue delivery Output.2. Select the line with message type YBL1 Bill of Lading and choose Print.







1. In the Outbound Delivery field, enter the delivery number and choose Enter.

2. On the Outbound Delivery xxxx: Overview screen, choose (NWBC: Menu ) Extras Delivery Output Header.3. On the Outbound Delivery: Output screen, select the line with Output Type YBL1 already created for the print output and choose Repeat output.

4. On the new line, change the Medium for Output Type YBL1 to 5 External send.

5. Select the new line with output type YBL1 and choose Communication Method.6. In the Comm.Strategy field, enter CS01.7. Change the Logical destination and enter the printer you have defined for the output via e-mail.

8. Choose Enter.


4.8 Displaying Pallets Stock

Use


Procedure


Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menuLogistics Materials Management Inventory Management Environment Stock Stock Overview







Material For example, Material L001

Plant

3. Choose Execute.

4. Select Cust.Ret.Pkg within plant 1000, and to obtain the information on Returnable Packaging stock and Customer unrestricted stock, choose Detailed Display.

The Detailed Stock Display shows the stock quantity on the levels of plant and returnable packaging. When goods issue is posted for the pallets, the quantity on plant level is reduced and the quantity on returnable packaging level increases. When goods receipt is posted for the pallets, the opposite happens. Make a note of the quantities to track the changes in the process.4.9 Billing

Use

In this step, the customer invoice is issued.

Procedure



SAP ECC menuLogistics Sales and Distribution Billing Billing Document Process Billing Due List

Transaction codeVF04

2. On the Process Billing Due List screen, make the following entries:

FieldUser action and valuesComment

Billing date fromFor example, yesterday to one month from today

Sold-to party100000

Delivery-related(

3. Choose DisplayBillList.

4. On the Maintain Billing Due List screen, the system displays the delivery notes waiting to be billed.

5. Select the delivery you created earlier and choose Individual billing document.

See the log menu path: Edit ( Log for the following point:

a. The item that represents the batch quantity of HXX (for example, H21) is not relevant for billing.

b. The item that represents the pallets is not relevant for billing

6. Save your entries.7. Choose Back.Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role


Business Role Billing Administrator

(SAP_NBPR_BILLING_S)

Business Role MenuSales Billing Billing Worklist

2. On the Billing screen, choose the Billing Due List tab (refresh the current query if necessary).

3. Enter the relevant search criteria and select the Delivery-Related checkbox. Choose Apply.

4. Select the lines with the sales documents you want to bill and choose Billing in Background.

5. The system provides you with a list of the created billing documents.

The item that represents the pallets is not relevant for billing; so, you can ignore the message Item category LF YB10 cannot be invoiced with billing type F2.

Result

A billing document has been created and the postings to FI and CO have been made.

Financial postings:


Trading Good (HAWA)121000 Receivables - domes.410000 Sales revenue dom.216100 Tax on sls/purch.410000

The printout of the invoice is executed automatically and immediately (see settings in transaction VV33 for Output Type RD00 and defaults in your user settings in transaction SU3).


Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menuLogistics Sales and Distribution Billing Billing Document Display



Business role Billing Administrator


Business role menuSales Billing Display Billing Document

1. On the screen Change Billing Document, enter (noted before). 2. Choose (NWBC: Menu () Billing document ( Issue Output to.

3. Select message type RD00 and choose Print. The default settings generate a printout of an invoice. If you prefer to send the invoice to the customer via e-mail, ensure that all requirements listed in the Quick Guide in the Outbound e-mail configuration and Printing sections are being met and proceed as described below. If you want to switch from printout to sending forms via e-mail in general, on the documentation package, choose Business Info Forms, then click the Printing: Forms Adaptation Guide link.Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC menuLogistics Sales and Distribution Billing Billing Document Change





Business role menuSales Billing Change Billing Document

1. In the Billing document field, enter the respective invoice number and choose Enter.

2. On the Invoice xxx (F2) Change: Overview of Billing Items screen, choose (NWBC: Menu ) Goto Header Output.3. On the Invoice xxx (F2) Change: Output screen, select the line already created for the print output and choose Repeat output.

4. On the new line, change the Medium for Output Type RD00 to 5 External send.

5. Select the new line with output type RD00 and choose Communication Method.6. In the Comm.Strategy field, enter CS01.7. Change the Logical destination and enter the printer you have defined for the output via e-mail.

8. Choose Enter.


4.10 Post Incoming PaymentAccounts Receivable (157)In this process you post the incoming payment.

Complete all activities described in the Business Process Documentation of the scope item Accounts Receivable (157) (Sections Post Payments using Automatic Payments Program, Post Incoming Payment from Customer Manually, Automatic Clearing of open items in customer accounts, Manual Clearing of Open items in customer accounts) using the master data from this document.

4.11 Create Pallets Return Order

Use

In this activity, you create a return sales order for pallets.

Procedure


Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menuLogistics Sales and Distribution Sales Order Create


If you do not want to use Lean Warehouse Management (WM), choose a storage location Shipping w/o Lean WM (for example, 1040) by using the following path: Goto ( Item ( Shipping. In the Stor. Location field, enter the selected storage location (for example, 1040).


Field nameUser action and values

Order TypeYBG0 (Return pack./empties)

Organizational data

Sales organization


Division

3. Choose Enter.

4. The Create Standard Order: Overview screen displays the order header and item data. Make the following entries:


Sold-to party< Sold-to party>For example, 100000 - Domestic Customer 01

Material< Material>For example, L001

Order quantity< Order quantity>For example, 1

5. Choose Enter.

6. Save your entries. Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role





2. Make the following entries and choose Display Customer:



3. On the Customer Cockpit screen, select the following option:





Sales Document TypeYBG0Return pack./empties

5. On the Return pack./empties: New screen, make the following entries:


MaterialFor example, L001

Order QuantityFor example, 1

If you do not want to use Lean Warehouse Management (WM), choose a storage location Shipping w/o Lean WM (for example, 1040) by selecting the item and choosing the Product Availability tab on the screen section next to the Item Overview section. In the Storage Location field, enter the selected storage location (for example, 1040).

6. Choose Save Document. 7. Make a note of the sales order number: _______________.ResultYou have created a return sales document. The return delivery is created simultaneously in the background.

You can send the order confirmation-printout as a request for your pallets to the customer.

The printout of the order confirmation is executed automatically and immediately (see settings in SAP GUI transaction VV11 for output type BA00 and defaults in your user settings in transaction SU3).


Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menuLogistics Sales and Distribution Sales Order Display


1. On the Display Sales Order: Initial Screen, enter the order number. From the menu, choose Sales Document ( Issue Output To2. Select the line with the message type BA00.Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role



Business role menuSales Sales Orders Sales Order Processing Display Sales Order

1. In the Order field, enter the sales order number and choose Enter.

2. On the Change Standard Order: Overview screen, choose (NWBC: Menu ) Extras Output Header Edit.3. On the Create Standard Order: Output screen, select the line already created for the print output and choose Repeat output.

4. On the new line, change the Medium for Output Type BA00 to 5 External send.

5. Select the new line with output type BA00 and choose Communication Method.6. In the Comm.Strategy field, enter CS01.7. Change the Logical destination and enter the printer you have defined for the output via e-mail.

8. Choose Enter.


4.12 Post Goods Issue Use

In this activity, you post the goods receipt for the return delivery that has been created automatically via the previous step.

Procedure


Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menuLogistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Lists and Logs Outbound Delivery Monitor


2. Choose For Goods Issue.3. Make the following entries:

Field nameUser action and valuesComments


4. Choose Execute.

5. Select the relevant delivery.

6. Choose Post Goods Issue. (Choose todays date in the dialog box.)Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Access the transaction as follows:




1. Choose the Due for Post Goods Issue tab.2. Make the following entry and choose Apply:


Shipping pointFor example, 1000 (1100)

3. Select your delivery and choose Goods Issue.4. The system displays the message Delivery was posted as a goods issue

Result

The goods issue is posted.

Financial postings are not relevant since only quantities are posted for empties. The special stock V = Ret. pkg w. customer (returnables packaging with customer) has been decreased whereas the stock on hand has been increased.Delivery Note: You can confirm the received pallets on the delivery-note-printout and send it to the customer.

The printout of the delivery note is executed automatically and immediately (see settings in SAP GUI transaction VV23 for Output Type LD00 and defaults in your user settings in transaction SU3).

You can also start the printout manually:Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menuLogistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Display






1. On the Display Outbound Delivery screen, enter your outbound delivery and from the menu, choose (NWBC: Menu() Outbound Delivery ( Issue delivery Output2. Select the line with the message type LD00 Delivery Note.3. Choose Print.






Business role menu

1. In the Outbound Delivery field, enter the respective delivery number and choose Enter.

2. On the Outbound Delivery xxxx Change: Overview screen, choose (NWBC: Menu ) Extras Delivery Output Header.3. On the Outbound Delivery: Output screen, select the line with Output Type LD00 already created for the print output and choose Repeat output.

4. On the new line, change the Medium for Output Type LD00 to 5 External send.

5. Select the new line with output type LD00 and choose Communication Method.6. In the Comm.Strategy field, enter CS01.7. Change the Logical destination and enter the printer you have defined for the output via e-mail.

8. Choose Enter.


4.13 Displaying Pallets Stock

Use


Procedure









Material < Material>For example, L001

Plant

Storage Location

3. Choose Execute.

4. Select Cust.Ret.Pkg within plant 1000, and choose Detailed Display to obtain the information on Returnable Packaging stock and Customer unrestricted stock.

The Detailed Stock Display shows the stock quantity on the levels of plant and returnable packaging. When goods issue is posted for the pallets, the quantity on plant level is reduced and the quantity on returnable packaging level increases. When goods receipt is posted for the pallets, the opposite happens. Make a note of the quantities to track the changes in the process.

4.14 Creating Delivery Pallets Return w/o Order Reference

Use

This step can be used if the customer returns the pallet without first notifying the vendor of the return. Technically speaking, the delivery type YBG5 does not require that an order is first created before the return delivery can take place.

Prerequisites

You can only return pallets if the customer owns enough of them. Repeat the steps from Create Sales Order to Create Billing to have enough pallets in the customer unrestricted stock for the next steps.

Procedure


Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menuLogistics Sales and Distribution Shipping and Transportation Outbound Delivery Create Single Document Without Order Reference

Transaction codeVL01NO




Business role menuWarehouse Management Shipping Outbound Delivery Create Outbound Dlv. w/o Order Ref.

2. On the Create Outbound Delivery Without Order Reference screen, make the following entries:


Shipping Point

Delivery TypeYBG5 (Pallet returns)

Sales organization


Division

3. Choose Enter.

4. The Pallet returns Create: Overview screen displays the delivery header and item data. Make the following entries:


Outbound deliv.Leave blank, is assigned by the system

Ship-to party< Ship-to party>For example, 100000

Planned GI


Deliv. Qty.For example, 1

5. Choose Enter.

If you do not want to use Lean Warehouse Management (WM), choose a storage location Shipping w/o Lean WM (for example, 1040) by choosing the Picking tab and in the Storage location field, change the storage location (1040).

6. Choose Post goods receipt.

If you receive a warning concerning the division, choose Enter.Result

The goods receipt is posted.

Financial postings are not relevant since only quantities are posted for empties. The special stock V = Ret. pkg w. customer (returnables packaging with customer) has decreased whereas the stock on hand has increased.

4.15 Create Debit Memo Request for Unreturned Pallets

Use

In this activity, you create a debit memo request for unreturned pallets. The customer has not returned one or more pallets. The reason could be that they have been broken or simply forgotten.

Procedure


Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menuLogistics Sales and Distribution Sales Order Create




Order TypeDR (Debit Memo Request)

Organizational data

Sales organization


Division

3. Choose Enter.

4. The Create Debit Memo Request Overview screen displays the order header and item data. Make the following entries:


Sold-to party< Sold-to party>For example, 100000 - Customer 01

Billing Date


Target Quantity< Target Quantity>For example, 1

Billing block For example, 09 (Check Debit Memo) (on the Sales tab)

Order reasonFor example, 102 (Damaged in transit) (on the Sales tab)

5. Choose Enter.

6. Confirm message Please check the billing date via Enter.

7. Save your entries.Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role





2. Make the following entries and choose Display Customer:Field NameUser Action and ValuesComment


3. On the Customer Cockpit screen, select the following option:Field NameUser Action and ValuesComment




Sales Document TypeDRDebit Memo Request

Sales organization


Division

5. On the Debit Memo Request: New screen, make the following entries:


Order reasonFor example, 102 (Damaged in transit)

MaterialFor example, L001

Target quantityFor example, 1

6. Choose Save Document. 7. Make a note of the sales order number: _______________.Result

The debit memo request for material L001 has been saved.4.16 Release Debit Memo Request for Billing

Use

The debit memo request has been set up for manual release. This is done to add a check of the debit memo to ensure that the entries are correct.

Procedure



SAP ECC MenuLogistics Sales and Distribution Sales Information System Worklists Sales Documents Blocked for Billing

Transaction codeV23


Business role Accounts Receivable Manager

(SAP_NBPR_AR_CLERK_M)

Business role menuAccounts Receivable Posting Billing Sales Documents Blocked for Billing

2. On the Release Sales Orders for Billing screen, make the following entries:


Billing Block Header09 Check Debit Memo

Sales organization

Distribution Channel

Division

Entered On

Entered to

3. Choose Execute.

The system may display the information message Execute selection report SDSPESTA first. Confirm this message.

4. Select the debit memo request number and choose Edit Sales Doc.

5. On the Sales tab, remove the billing block and save the sales document.

Result

The billing block has been removed from the debit memo request.

4.17 Billing

Use

In this step, the debit note is issued.

Procedure



SAP ECC menuLogistics Sales and Distribution Billing Billing Document Process Billing Due List


2. On the Process Billing Due List screen, make the following entries:


Billing date fromFrom, for example, yesterday to one month from today

Sold-to party100000

Order-related(

3. Choose DisplayBillList.

4. On the Maintain Billing Due List screen, the system displays the sales documents waiting to be billed.

5. Select the debit memo you created earlier and choose Individual billing document.

6. Save your entries.7. Choose Back.Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role




Business Role MenuSales Billing Billing Worklist

2. On the Billing screen, choose the Billing Due List tab (refresh the current query if necessary).

3. Enter the relevant search criteria and select the Order-Related checkbox. Choose Apply.

4. Select the lines with the sales documents you want to bill and choose Billing in Background.

5. The system provides you with a list of the created billing documents.

Result

A billing document has been created and the postings to FI and CO have been made.

Financial postings:


Trading Good (HAWA)121000 Receivables - domes.410000Sales revenue dom.216100 Tax on sls/purch.410000

The printout of the L2 debit memo (=invoice) is executed automatically and immediately (see settings in transaction VV33 for Output Type RD00 and defaults in your user settings in transaction SU3).

You can also start the printout manually:Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menuLogistics Sales and Distribution Billing Billing Document Display


1. On the Display Billing Document screen, from the menu, choose Billing document ( Issue Output to.2. Select the line with message type RD00.3. Choose Print.




Business Role MenuSales Billing Display Billing Document

1. Enter the billing document number.

2. Choose Menu ( Billing Document ( Issue Output to.

3. Select the relevant output and choose Print.

The default settings generate a printout of an invoice. If you prefer to send the invoice to the payer via e-mail, ensure that all requirements listed in the Quick Guide in the Outbound e-mail configuration and Printing sections are being met and proceed as described below. If you want to switch from printout to sending forms via e-mail in general, on the documentation package, choose Business Info Forms, then click the Printing: Forms Adaptation Guide link.Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menuLogistics Sales and Distribution Billing Billing Document Change





Business role menuSales Billing Change Billing Document

1. In the Billing document field, enter the respective invoice number and choose Enter.

2. On the Invoice xxx (F2) Change: Overview of Billing Items screen, choose (NWBC: Menu ) Goto Header Output.3. On the Invoice xxx (F2) Change: Output screen, select the line already created for the print output and choose Repeat output.

4. On the new line, change the Medium for Output Type RD00 to 5 External send.

5. Select the new line with output type RD00 and choose Communication Method.6. In the Comm.Strategy field, enter CS01.7. Change the Logical destination and enter the printer you have defined for the output via e-mail.

8. Choose Enter.


4.18 Post Incoming PaymentAccounts Receivable (157)In this process, you post the incoming payment.

Complete all activities described in the Business Process Documentation of the scope item Accounts Receivable (157) (Sections Post Payments using Automatic Payments Program, Post Incoming Payment from Customer Manually, Automatic Clearing of open items in customer accounts, Manual Clearing of Open items in customer accounts) using the master data from this document.

4.19 Post Unreturned Pallets

Use

In this step, unreturned pallets are removed from stock and posted to a cost center.

Procedure


Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menuLogistics Materials Management Inventory Management Goods Movement Goods Movement (MIGO)

Transaction codeMIGO



Business role menuWarehouse Management Consumption and Transfers Other Goods Movement

2. On the MIGO overview screen, make the following entries:


Trans. / EventA07 Goods Issue

Reference DocumentR10 Other

Movement Type551551 Withdrawal for scrapping from unrestr.-use

Special Stock IndicatorVV Ret. pkg w. customer (returnables packaging with customer)

3. Choose Enter.

4. On the Goods Issue Other screen, on the Material tab, make the following entry and choose Enter:


MaterialL001

5. On the Goods Issue Other screen, on the Quantity tab, make the following entry and choose Enter:


Qty in Unit of Entry1

6. On the Goods Issue Other screen, on the Where tab, make the following entries and choose Enter:


Plant

7. On the Goods Issue Other screen, on the Partner tab, make the following entry and choose Enter:Field nameUser action and values

Customer100000

8. On the Goods Issue Other screen, on the Account Assignment tab, make the following entry and choose Enter:


Cost Center1302


Result

The GI of 1 pallet has been posted.4.20 Displaying Pallets Stock

Use


Procedure








2. Enter the necessary data:Field nameUser action and valuesComment

Material For example, Material L001

Plant

Storage Location

3. Choose Execute.

4. Select Cust.Ret.Pkg within plant 1000, and to obtain the information on Returnable Packaging stock and Customer unrestricted stock, choose Detailed Display.

The Detailed Stock Display shows the stock quantity on the levels of plant and returnable packaging. When goods issue is posted for the pallets, the quantity on plant level is reduced and the quantity on returnable packaging level increases. When goods receipt is posted for the pallets, the opposite happens. Make a note of the quantities to track the changes in the process.

5 Follow-Up Processes

You have finished all activities that are part of the business process described in this document.

To accomplish subsequent activities of this business process, carry out the process steps described in one or more of the following scope items, using the master data from this document.

Sales: Period End Closing Operations (203) (optional)This scope item describes the collection of periodic activities such as day-end activities.

Complete all activities described in the Business Process Documentation of the scope item Sales: Period End Closing Operations (203) (Sections Review Incomplete Sales Orders, Review Incomplete SD Documents (deliveries), Review Outbound Deliveries for Goods Issue and Review List Blocked (for accounting) Billing Documents) using the master data from this document.

6 Appendix6.1 Reversal of Process Steps

In the following section, you can find the most common reversal steps, which you can take to reverse some of the activities described in this document.

Sales Order Entry

Transaction code (SAP GUI)VA01

Reversal:Delete Sales Document


Business roleSales Administration


Business role menuSales ( Sales Orders ( Sales Order Processing (Change Sales Order tab

CommentChoose menu Sales Document ( Delete.

Delivery Due List

Transaction code (SAP GUI)VL10C

Reversal:Delete Delivery

Transaction code (SAP GUI)VL02N

Business roleWarehouse Clerk


Business role menuWarehouse Management ( Shipping ( Outbound Delivery ( Change Delivery

CommentChoose menu Outbound Delivery ( Delete.

Add Delivery Item for Pallet


Reversal:Delete Delivery Item




Business role menuWarehouse Management ( Shipping ( Change Outbound Delivery

Comment

Picking

Transaction code (SAP GUI)VL06O

Reversal:Remove Picking Quantity from Delivery Item





Comment

Assign Serial Number


Reversal:Edit Serial Number





CommentChange Serial Number Assignment

Post Goods Issue

Transaction code (SAP GUI)VL06O

Reversal:Reverse Goods Issue

Transaction code (SAP GUI)VL09



Business role menuWarehouse Management ( Shipping ( Outbound Delivery ( Cancel Goods Issue for Delivery Note

Comment

Assign Batches


Reversal:Edit Batches





CommentChange Batch Assignment

Billing

Transaction code (SAP GUI)VF04

Reversal:Cancel Billing document


Business roleBilling Administrator(SAP_NBPR_BILLING_S)

Business role menuSales ( Billing ( Change Billing Document

CommentGo to transaction VF11, enter the relevant billing document number, choose Enter, and save your result. An invoice cancellation document has been created balancing the original invoice.

Create Pallets Return Order




Business roleSales Administrator(SAP_NBPR_BILLING_S)

Business role menuSales ( Sales Orders ( Sales Order Processing (Change Sales Document tab


Creating Delivery Pallets Return w/o Order Reference

Transaction code (SAP GUI)VL01NO

Reversal:Delete Delivery





CommentChoose menu Outbound Delivery ( Delete

Creating Debit Memo Request for Unreturned Pallets




Business roleSales Administrator(SAP_NBPR_SALESPERSON_S)

Business role menuSales ( Sales Orders ( Sales Order Processing (Change Sales DocumentChoose All Sales Orders tab.

Select your sales order and choose Change.


Release Debit Memo Request for Billing

Transaction code (SAP GUI)V23

Reversal:Change Sales Document


Business roleSales Administrator(SAP_NBPR_SALESPERSON_S)

Business role menuSales ( Sales Orders ( Sales Order Processing (Change Sales Document tab

CommentSet billing block

Billing


Reversal:Cancel Billing document


Business roleBilling Administrator(SAP_NBPR_BILLING_S)

Business role menuSales ( Billing ( Change Billing Document

CommentGo to transaction VF11, enter the relevant billing document number, choose Enter, and save your result. An invoice cancellation document has been created balancing the original invoice.

Posting Unreturned Pallets

Transaction code (SAP GUI)MIGO

Reversal:Cancel Material Document

Transaction code (SAP GUI)MIGO



Business role menuWarehouse Management ( Consumption and Transfer ( Other Goods Movement

Select Material Document to be canceled

6.2 SAP ERP ReportsUse

The table below lists the reports that you can use to obtain additional information on this business process.

You can find detailed descriptions of the individual reports in the following BPD documents, which provide a comprehensive compilation of all important reports:

Financial Accounting: SAP ERP Reports for Accounting (221) Logistics Processes: SAP ERP Reports for Logistics (222)The descriptions of some reports that are an indispensable part of the process flow may be located directly in the section where they belong.

Reports

Report titleTransaction codeBusiness Role (NWBC)Business Role Menu (NWBC)Comment

List of Sales OrdersVA05Sales Manager(SAP_NBPR_SALESPERSON_M)Sales ( Sales Orders ( Reports ( List of Sales OrdersA list of all selected sales orders is displayed.

List Billing DocumentsVF05Sales Manager(SAP_NBPR_SALESPERSON_M)Sales ( Sales Orders ( Reports ( List Billing DocumentsA list of all selected billing documents is displayed.

Incomplete SD DocumentsV.02Sales Manager(SAP_NBPR_SALESPERSON_M)Sales ( Sales Orders ( Reports ( List of Incomplete Sales OrdersA list of all incomplete documents on the basis of the specified selection criteria is displayed.

Outbound delivery monitorVL06OWarehouse Manager(SAP_NBPR_WAREHOUSEMANAGER_M)Warehouse Management ( Warehouse Monitoring ( Monitor Outbound Delivery Process ( Outbound Delivery MonitorMonitor for collective processing of deliveries and for obtaining information on general shipping processing.

Release billing documents for accountingVFX3Accounts Receivable Manager(SAP_NBPR_AR_CLERK_M)Accounts Receivable ( Postings ( Billing ( Release Blocked Billing Documents to AccountingA list of documents is displayed.

6.3 Used Forms

Use

In some of the activities of this business process, forms were used. The following table provides details on these forms.

Common form nameForm typeUsed in process step Output typeTechnical name

Order ConfirmationSmartFormsSales Order EntryBA00YBUS_SDORC

Delivery NoteSmartFormsPost Goods IssueLD00YBUS_SDDLN

Transfer OrderSAP ScriptDelivery Due ListYB_LVSTAEINZEL

Bill of LadingSmartFormsPost Goods IssueYBL1YBUS_SDBLD

Picking ListSAP ScriptPickingEK00YB_SD_PICK_SINGL

Sales InvoiceSmartFormsCreate Billing DocumentRD00YBUS_SDINV

SAP SE

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