Cash Sales and Rush Orders

[Former Member]

Hi,

How to configure Cash Sales and Rush Orders? Can anybody please send me step by step instructions?

Thanks,

Shilpa.

shilpa.chaudary@gmail.com

[Former Member]

Rush Order

In a rush order, the customer picks up the goods immediately, or you deliver them on the same day as when the order was created. When you save the rush order, a delivery is automatically created in the standard system. Billing the rush order takes place as normal, after the delivery.

In the standard system, sales document type RO is saved for rush orders with immediate delivery type LF. Once the goods have been removed from storage, the goods are picked, and goods issue is posted.

Once the billing documents are created (for example, in collective processing), invoice papers are printed and sent to the customer.

IN –IMG-SD-SALES-SALES DOCUMENT HEADER-ORDER TYPE RO/CS U CAN SET A FOR IMMEDIATE DELIVERY IN SHIPPING WHICH CREATES DELIVERY AUTOMATICALLY WHEN U SAVE SALES ORDER

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Cash Sales

In cash sales, you can process an order for when the customer orders the goods, picks them up, and pays for them immediately. The delivery is processed at the same time as when the order is created and a cash invoice is printed immediately: billing is therefore related to the order, unlike rush and standard orders. Receivables are not created for the customer, as they are for rush and standard orders because the amount in the invoice is immediately posted to a cash account.

In the standard system, sales document type BV (CS) is saved for cash sales with immediate delivery type BV.

When the sales employee creates a cash sale, the system automatically proposes the current date as the date for delivery and billing. Once the order has been posted, a delivery with type BV is created immediately in the background and the system prints a document that is used as an invoice for the customer.

The invoice papers are controlled with output type RD03, contained in the output determination procedure for order type CS.

Regards,

Rajesh Banka

Reward suitable points.

[Former Member]

Hi shilpa..

CASH SALES:

In a CASH SALE transaction the customer order and pick-up and pays for the goods immidiately.As soon as the order is processed,DELIVERY is created and BILLING is related to order.

NOTE 1: WHEN WE SAVE THE CASH-SALE ,THE SYSTEM AUTOMATICALLY CREATES THE DELIVERY DOCUMENT FOR WHICH THE FOLLOWING CONFIGURATION IS REQUIRED...

IN THE DEFINITION OF DOCUMENT TYPE "CS", IN THE FIELD "IMMIDIATE DELIVERY", WE HAVE TO SPECIFY THE VALUE "X"(CREATE DELIVERY IMMIDIATELY IF QUANTITY IS CONFIRMED FOR TODAY).

FOR CASH-SALE (CS) CORRESPONDING DELIVERY TYPE IS "BV" AND CORRESPONDING BILLING TYPE IS "BV" AND THE REMAINING FIELDS ARE AS SAME AS "OR" AND "CHECK CREDIT LIMIT" SHOULD NOT BE CHECKED.

NOTE 2: IN A CASH SALE TRANSACTION THE MATERIALS ARE NOT RELEVANT FOR "CREDIT PROCESSING" TO CONTROL THIS IN THE CORESPONDING "ITEM CATAGORY"(BVN)..U SHOULDN'T CHECK THE FIELD "CREDIT ACTIVE".

RUSH ORDER

IN A RUSH ORDER TRANSACTION THE GOODS ARE DELIVERED ON SAME DAY AS THE ORDER IS PLACED AND WE CAN HAVE "CREDITS" IN RUSH ORDERS.

NOTE:1 WHEN WE SAVE "RUSHORDER"THE SYSTEM AUTOMATICALLY CREATES DELIVERY DOCUMENT,FOR THIS ,IN THE DEFINITION OF DOCUMENT TYPE "RO", WE HAVE TO SPECIFY THE VALUE "X" (IMMIDIATE DELIVERY).

NOTE 2: THE ITEM CATAGORY IS "TAN" WHICH ISRELEVANT FOR CREDITS.

posif u have doubt on this

Hope this helps you..

SURIYA.

SURIYA.

Message was edited by:

surya kanth

[Former Member]

Hi,

Thanks for the explanation but can you send detailed instructions to configure cash sales and rush orders? I am confused at some places.

Regards,

shilpa.

[Former Member]

Hi..shilpa

If u need detailed explanation ,i can send document to your email.Plz specify in which areas u have doubts , so that i can give detailed explanation with some examples.

regards,

SURIYA.

Message was edited by:

surya kanth

[Former Member]

Hi Shilpa,

I have sent to your email id a document which gives you enough clarity on this topic. If you need further help, don't hesitate to post it in the forum.

Regards,

Adam Adoloscent.

[Former Member]

hi Shilpa

SPRO  IMG  Sales & Distribution  Sales  Sales Documents  Sales Documents Header  Define Sales Documents Type

-- Select BV (Cash Sale) and press Copy (F6)

-- Change the name as CS or any document name and customize the details depending on the client requirement

-- Select SO (Rush Order) and press Copy (F6)

-- Change the name as RO or any document name and customize the details depending on the client requirement

Depending on the clients requirements you can also customize Language settings for the document type as well as Number Ranges

SPRO  IMG  Sales & Distribution  Sales  Sales Documents  Sales Documents Header  Convert Language Type for Each Sales Document Type

SPRO  IMG  Sales & Distribution  Sales  Sales Documents  Sales Documents Header  Define Number ranges For Sales Document Types

Reward if Useful

Thanks & Regards

Naren..

[Former Member]

hi

for doing cash sales , it is similar to normal sales order , only difference we use sales document type AS BV in va01 instead of OR when the sales order is raised and saved the delivery and the invoice are generated automatically because immediate delivery tab is activated in the VOV8 of BV sales document type

in the case of Rush order we use sales document type RO instead of OR, in this case also immediate delivery is done . but the billing has to be done here by going to transaction code VF01 which is not necessary in the cash sales

reward points if the answer is helpful

REgards,

Murali

[Former Member]

MG---->SALES AND DISTRIBUTION ->SALES>SALES DOCUMENT HEDAR--->DEFINE SALES DOCUMENT TYPE CS OR RO

DEFINE NUMBER RAGE FOR SALES DOCUMENT TYPE

Assign the sales document type to sales area

Note---> Immediate delivery field should activate and billing type bv and delivery type bv should assing and delivery type LF should assing .

[Former Member]

Go to t-code--->vov8