SAP SD _ Sales Documents_ Module

Sales Documents

In SAP there are a number of documents that are used in the sales and distribution process include customer inquiries, quotations, sales orders, sales order contracts, credit memos, and returns.

A customer inquiry is given to a customer or potential customer for an item. After the inquiry has been received by the sales office associated with the customer, the team can work on a response. The resulting sales document is a quotation that is sent back to the customer with the best price and conditions offered by a company.

A sales order is an agreement between a company and a customer. The sales document specifies the items to be delivered, the quantity, and the date of delivery of the items to the customer.

A sales scheduling agreement is similar to the sales order in the sense that the customer orders a range of items, price and conditions are agreed upon, and a delivery is arranged. The agreement schedules a number of deliveries to the customer over a period of time.

A sales contract is an agreement between a company and a customer for goods or services over a specified period of time. There are a number of contracts that can be created such as a quantity contract that specifies the total of the items to be sold to the customer over a period of time. A contact can also be based on value so that items are sold to a customer over a period of time up to a total amount. On occasion a customer will want to return items.

This may be because they are the wrong items, the items failed inspection, or they are not required. Depending on a company's return policy, it may require the customer to obtain a return merchandise authorization (RMA) number or it may allow customers to return items without an RMA. When the returns are processed, a credit is issued to the customer in the form of a sales document called a credit memo.

Credit memos can also be processed if the customer has been charged a price that is in excess of the agreed amount, if a discount has not been applied or if they have been charged for freight when the order included free shipping. The opposite of a credit memo is a debit memo and this can be created if a sales department has undercharged a customer for items on the sales order.

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