Documentos de Académico
Documentos de Profesional
Documentos de Cultura
Description
Created by
Date
1.0
Initial
19/07/2011
1.1
Process
Changes
Temporary
Manual
Revised
Revised
Veerabhaska
r
Veerabhaska
r
Uday
Uday
Syam
17/12/2011
14/01/2012
1.2
2.0
2.1
Sl. No.
Description
Reviewed
by
Date
27/09/2011
04/10/2011
Glossary
Full Form
CRM
DBM
Customer Relationship
Management
Dealer Business Management
OEM
SD
FI & CO
MM
HR
SO
DO
PDI
3
4
5
6
7
8
9
10
Icon
Meaning
Caution
Example
Note
Recommendation
Syntax
Information
Approve
d by
Date
Prerequisites
a)
b)
c)
d)
Process Flow
LEGEND
SAP
Manual
Procedure
The quotation which has been created in CRM is now moved to DBM to
make a corresponding vehicle order.
1. Give the transaction code ZQNO and press ENTER. Following screen will be
displayed. Click on
execute.
1.1. The list of quotations and corresponding orders will be displayed. Copy down
the DBM order number for that CRM quotation. [Example:Here it is CRM Quotation:
20000409 DBM Order: 1916]
2. After noting down the DBM order number, execute the t-code ZPRINT and choose
. Key in the quote number and click on
Execute button or hit F8
button to print a copy of the quotation as indicated below;
Quotation_1916
Transaction code
/DBM/ORDER05
3.3 Click on
Model Sales Order.
4.1 Click on
tab in the Sales Order and then click on the item to
view the item level pricing details as shown on the below screen.
4.2 Click on
Order.
Order 1925 was saved
5.2
Select FINANCIER from the partner function drop down list and select
the respective financier id from the values in the partner field.
5.3
Similarly select INSURER from the partner function drop down list and
select respective insurer ID from the partner field.
5.4 Similarly if the customer paying entire marginal money without any financier or
insurer then for FINANCIER func. Select CASH AND CARRY where as for
INSURER func. Select SELF.
5.5 Enter the relevant DO number in the DO. Number field of Header screen.
5.6 If the vehicle is funded by the customer himself, then enter CC in DO. Number
field.
6.3 After entering the tax code and the amount click on
to continue with order processing.
Copy button
6. Receive down payment against the down payment created using Cash Desk
Processing Refer ANNEXURE I.
7. On the Vehicle Sales Order Screen click on EVENT button and then click on the
PROFORMA_BILLING event as shown in the below picture.
8.
After
saving
the
document,
execute
the
tcode
ZPRINT
and
choose
Proforma_Invoice
On the Vehicle Search screen, key in the Internal Number of the Vehicle and/or the
Chassis Number of the equipment if known in the corresponding fields and clik on
Vehicle Search button
button to
The vehicle is now tagged to the customer and the vehicle details reflects in
the Sales Order
10. Click on
button to Post Goods Issue. A screen pops-up with the
order, vehicle and price details.
10.1 Hit
10.2 In the order screen click on partner. Add FINANCIER if any and its
corresponding ID as shown below.
The Create Billing button appears on the order screen only when goods
movement is carried out.
11. Click on
Click on
or click on the Menu Go to Document Flow display the
document flow of the document as shown in the below screen.
In-order to view any document in the document flow, highlight the document
by selecting it and click on
12. After invoicing the customer take a hard copy of the invoice to issue the same
to the end customer using
Tax_Invoice
13. Once the customer is invoiced, receive payment from the customer using Cash
Desk Processing. Refer ANNEXURE I for details.
ANNEXURE I
1. Open the cash desk.
SAP menu
Transaction code
2. Enter the customer number in the field as indicated in the below image and hit
enter, the open items of that particular customer is displayed.
2.1 Select the open item that you wish to process and click on the
button to copy the details on the right pane of the window.
2.2 Select the correct Profit Center from the list or key in the profit center
number in the appropriate field, enter the amount in the Amount field,
choose the Payment Type and enter relevant text in the Doc. Header
Text field if required.
2.3 Once all the above said activities are carried out, click on
Post
button to post the document. The posting is done successfully and a
posting document is generated for the same as shown below.