Toolbar buttons…
Enter
Save (F11)
Back (F3)
Document Structure…
Numbering Range
Description
80000000 – 89999999
Sales Orders
90000000 – 99999999
Billing Document
60000000 – 69999999
Credit Notes
800000 – 899999
Customers
2000000 - 2999999
Materials
Exit (Shift + F3)
Cancel (Esc)
Find (Ctrl + F)
Further Help…
Find again
SAP Online Help
First page (Shift + F9)
Available from the Help menu on every SAP screen
OR
press F1 for field-level help
Previous page (Shift + F10)
Next page (Shift + F11)
Last page (Shift + F5)
MAIS Programme Web Site
For up to date information on Leeds configuration
issues
http://www.leeds.ac.uk/mais
Task-level help (F1)
Execute (F8)
Document flow (Shift + F5)
ISS Helpdesk
Extension 5366
OR
Email helpdesk@leeds.ac.uk
© Information Systems Services, November 2000
SAP R/3
Sales & Distribution
Reference Card
Print (Ctrl + P)
Transaction Codes…
Process Summaries…
To move to a transaction screen type /n followed
by the code then press enter
Create Sales Order
To start a new session on a transaction screen
type /o followed by the code then press enter
TIP: Don’t prefix the code if you’re in the main
SAP R/3 screen
To find a transaction code choose System, Status
1. Use Transaction Code VA01
2. Identify Sales Office
3. Enter Sold-to-party (customer) and purchase order
number and date if applicable
4. Enter material, quantity and rate
5. Credit income to account (Internal Order or WBS
element)
6. Enter partner (University contact details)
7. Save Sales Order
Process Flow Chart…
Request for or
notification of
Goods/Services received
in department
Customer and
Material set up?
No
Create Billing Document
Common Transaction Codes
*Access to transactions is limited by your security profile*
For easier access, add transactions to your favourites
folders
Create Sales Order
Create Credit Memo
Change Sales Order
Display Sales Order
List Sales Order
VA01
VA01
VA02
VA03
VA05
Create Billing Doc
Display Billing Doc
Cancel Billing Doc
Print Billing Doc
VF01
VF03
VF11
VF03
Display Customer
Display Material
Display Customer Line Items
XD03
MM03
FBL5
Yes
1. Directly after saving the Sales Order, follow the
path Sales document> Billing.
2. Save the billing document
Other than as a follow-on function
1. Use Transaction Code VF01
2. The sales order number will default in – check that it
is correct
3. Save the Billing document
Contact Accounts
Receivable
Sales Order created
on SAP by
department
Income posted to
WBS/Order
Billing document
created in SAP by
department
Debt created on
Customer Account
Billing document
printed & sent to
Customer by
department
Print a Billing document immediately
1.
2.
3.
4.
5.
Use transaction code VF03
Enter the Billing Document number.
Follow path Issue Output to > Printer
Click on execute twice
To preview, follow the path Issue Output to > Screen
and click on execute twice to view
Document Flow
1. Use transaction code VA03 (Sales Order/Credit
Memo or VF03 (Billing document) or
2. Follow the path Environment > Document Flow
3. Enter the document number
4. Click on the document overview icon
© Information Systems Services, November 2000
Purchase Order
received in
department
Automatic Debt
Collection
Processes Initiated
NB. Please log out of SAP when you leave your machine
unattended.