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					                                                                SD Module Training Manual


                                      ROOT MENU

This is the main screen that will appear after you log on to SAP.




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                                                    SD Module Training Manual


                                        WHITE OIL
Create Sales Order- Initial Screen:
Transaction Code – VA01.
Enter the following values in the fields.

Field Name              Value for insertion
Order Type              ZO
Sales Organization      1100
Distribution Channel    10
Division                10




Press Enter Key.




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On pressing enter the following screen will appear. This is the Overview screen of the
Create Sales Order transaction.
Enter the following values in the fields.
Field Name              Value for insertion
Sold-To-Party           100101 (e.g.)
Purchase Order no.      101 (e.g)
Material                HSD-01
Order Quantity          10000 – in Liters




Press enter key.
Now press save and note the sales order no. that is generated.




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Create Outbound Delivery Document – with sales order reference.
Transaction Code – VL01N
Enter the following values in the fields.

Field Name            Value for insertion
Shipping Point        1040 (e.g)
Order No.             2032 (e.g)




Press Enter Key.




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On pressing enter the following screen will appear. This is the Create Outbound delivery
Overview screen.
Enter the following values in the fields.
All information from the sales order is carried forward here.




Press save.




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Bulk Shipment Scheduling Screen.
Transaction Code ZO4F1.
Enter the following values in the fields.
Field Name             Value for insertion
Shipment Point         1040 (e.g)
Bulk Shipment Type BS32 (This refers to type of load - carriage, self, etc.)
Reference              10001100 (e.g) Last acknowledgement no. of the vehicle. (Upon
                       pressing enter after entering no. system will retrieve the vehicle
                       no and registration no.
Document No.           80001965 – Outbound delivery document no. created earlier.
                       On pressing enter order related information is retrieved by the
                       system.
Compartment            Select the compartments.
Planning




Press save. Note the Bulk Shipment No. that is generated.




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Change Bulk Shipment Scheduling Screen.
Transaction Code is ZO4F2.
Enter the following Values.
Field Name             Value for insertion
Shipment No.           Enter the shipment created for this delivery. Press enter and all
                       information will be retrieved by the system.




Press circular red & white button on left top of the screen to confirm scheduling (Token
Generation).




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Create/Change Loading Confirmation Screen
Transaction Code : O4G1
Enter the following values.
Field Name             Value for insertion
Bulk Shipment No.      10001117 (e.g)




Now press the Load Bulk button on the left top of your screen.




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Upon pressing Load Button following screen will appear.
Change Shipment/ BS32 Load Bulk screen
Field Name           Value for insertion
Storage Location      423 (e.g) – Silo no. for all chambers/products.
Seal no.             100000(e.g)
Batch                Custom PD




Press the thermometer button on the screen after selecting both rows of your material
details.




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QCI Screen.
Enter the following values.
Field Name             Value for insertion
Material Temp          35 Cel (e.g)
Test Temp              15 Cel (e.g)
Test Density           830 kgv




Now press the execute button (small clock like button on the left bottom of the pop up
screen.




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Back on the loading confirmation screen press the red & white circular button for
Confirm Loading. Shipment is now completely loaded.




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Create / Change Delivery Confirmation.
Transaction Code – O4H1.
Field Name            Value for insertion
Bulk Shipment no      10001120 (e.g)




Press Enter. After system retrieves information for the shipment, tick the Rapid
Confirmation box.
Press the green white circular button on the top for Rapid Confirmation.




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Create Shipment Costs Screen.
Transaction Code – VI01.
Field Name            Value for insertion
Shipment Category     IS-oil TD bulk shipment (Select from drop-down)
Bulk Shipment no      10001117 (e.g)




Press enter key.




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On pressing enter Create shipment costs overview screen will appear.




Shipment costing is carried out by the system.
Press save.




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Create Billing Document Screen.
Transaction Code – VF01.
Field Name           Value for insertion
Document No          80001965 (e.g) Outbound delivery document no.




Press enter key.




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On pressing enter Create Billing overview screen will appear.




Invoice is calculated by the system.
Press save.




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                                      BLACK OIL
Create Furnace Sales Order screen.
Transaction Code is VA01.
Enter the following values.
Field Name             Value for insertion
Order Type             ZFO
Sales Organization     1200
Distribution Channel 10
Division               10




Press enter.




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On pressing enter the following screen will appear. This is the Overview screen of the
Create Sales Order transaction.
Click on the Item Overview Tab. Enter the following values in the fields.
Field Name                 Value for insertion
Sold-To-Party              104822 (e.g.)
Purchase Order no.         102 (e.g)
Material                   HSFO-180
Order Quantity             100 – in MTO
Material Pricing Group     NRL – (Select from drop down menu)




Press enter.
Press Save.




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Create Outbound Delivery screen.
Transaction Code – VL01N
Enter the following values.
Field Name                  Value for insertion
Shipping Point              1060 (e.g.)
Order No                    2323 (e.g)




Press enter.




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On pressing enter following screen will appear.
Here change the order quantity in terms of liters according to the delivery requirements.
Then change the sales unit to liters.




Press save.




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Bulk Shipment Scheduling Screen.
Transaction Code ZO4F1.
Enter the following values in the fields.
Field Name             Value for insertion
Shipment Point         1060 (e.g)
Bulk Shipment Type BS32 (This refers to type of load - carriage, self, etc.)
Reference              10000815 (e.g) Last acknowledgement no. of the vehicle. (Upon
                       pressing enter after entering no. system will retrieve the vehicle
                       no and registration no.
Document No.           80001965 – Outbound delivery document no. created earlier.
                       On pressing enter order related information is retrieved by the
                       system.
Compartment            Select the compartments.
Planning




Press save.




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Change Bulk Shipment Scheduling Screen.
Transaction Code is ZO4F2.
Enter the following Values.
Field Name             Value for insertion
Shipment No.           Enter the shipment created for this delivery. Press enter and all
                       information will be retrieved by the system.




Press Confirm scheduling button.




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Create/Change Loading Confirmation Screen
Transaction Code : O4G1
Enter the following values.
Field Name             Value for insertion
Bulk Shipment No.      10001117 (e.g)




Press the Load Bulk Button.




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Upon pressing Load Button following screen will appear.
Change Shipment/ BS32 Load Bulk screen
Field Name           Value for insertion
Storage Location      423 (e.g) – Silo no. for all chambers/products.
Seal no.             100000(e.g)
Batch                Custom PD




Press the thermometer button on the screen after selecting both rows of your material
details.




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QCI Screen.
Enter the following values.
Field Name             Value for insertion
Material Temp          35 Cel (e.g)
Test Temp              15 Cel (e.g)
Test Density           930 kgv




Now press the execute button (small clock like button on the left bottom of the pop up
screen.




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Back on the loading confirmation screen press the red & white circular button for
Confirm Loading. Shipment is now completely loaded.




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Create / Change Delivery Confirmation.
Transaction Code – O4H1.
Field Name            Value for insertion
Bulk Shipment no      10001120 (e.g)




Press Enter.
After system retrieves information for the shipment, click the Rapid Confirmation box
and the press the green white circular button on the top for Rapid Confirmation.




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Create Shipment Costs Screen.
Transaction Code – VI01.
Field Name            Value for insertion
Shipment Category     IS-oil TD bulk shipment (Select from drop-down)
Bulk Shipment no      10001117 (e.g)




Press Enter.




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On pressing enter Create shipment costs overview screen will appear.




Shipment costing is carried out by the system.
Press save.




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Create Billing Document Screen.
Transaction Code – VF01.
Field Name           Value for insertion
Document No          80001965 (e.g) Outbound delivery document no.




Press enter key.




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On pressing enter Create Billing overview screen will appear.




Invoice is calculated by the system.
Press save.




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                                     LUBE SALES
Create Lubes Sales Order screen.
Transaction Code is VA01.
Enter the following values.
Field Name             Value for insertion
Order Type             ZSHO
Sales Organization     1100
Distribution Channel 10
Division               10




Press Enter.




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On pressing enter following screen will appear.




Repeat process from white oil order with relevant values for this transaction.
Press save.




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Create Delivery Document screen.
Transaction Code is VL01N.
Press Enter.




Go to the Pickings Tab.
Enter storage location.
Press Post Goods Issue.




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Create Billing screen.
Transaction Code is VF01.
Enter the following values.
Field Name             Value for insertion
Document No            80001972 (e.g)




Press Enter.




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Press save.




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In case of Free Delivery by PSO of Lubricants the Lube Sales process will differ from the
Create Outbound Delivery Document screen.




Entering storage location, do not press Post Goods Issue, press save.




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Create Shipment screen.
Transaction Code is VT01N.
Enter the following values.
Field Name               Value for insertion
Transport Planning Pt TPSO
Shipment Type            Lubes Shipment Sales




Press Enter.




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On pressing enter following screen will appear.




Enter forwarding agent (A1234) and press Deliveries button on the upper side of screen.




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Pop up screen will appear to attach the required delivery document.




Enter the shipping plant (1070).
Press execute button in bottom left corner.




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Only attach the required delivery document and remove any extra documents by selecting
and pressing this button.




Go back to overview screen.




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Click on all seven buttons in the bottom tab so that there are green ticks beside them. Go
to Environment in menu tab, go to shipping and then goods issue and click on it.




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Shipment No. (1222) is saved and appears on bottom of screen which should be noted.




Enter the shipping point and press execute button in top left corner.




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Tick your document number and press Post Goods Issue button.




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Create Billing Document screen.
Transaction Code is VF01.
Enter the following values.
Field Name             Value for insertion
Document No            80001972 (e.g)




Press Enter.




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Press save.




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                                  AFGHAN EXPORT
Create Afghan Export Sales Order screen.
Transaction Code is VA01.
Enter the following values.
Field Name             Value for insertion
Order Type             ZAEX
Sales Organization     1100
Distribution Channel 10
Division               10




Press Enter.




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Repeat process from white oil order with relevant values for this transaction. After
entering valid information do not press save.




Press Header data button on top right side of screen.




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Enter the following values.
Field Name             Value for insertion
DR No.                 1000
E-Form #               1000




Press save.

Repeat following transactions from white oil order with relevant values for this order.

-VL01n.
-ZO4f1.
-ZO4f2.
-O4g1.
-O4h1.
-VI01.
-VF01.




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                      PURCHASE ORDER - Fuel Transshipment.
Create Purchase Order screen.
Transaction Code is ME21N.
Enter the following values.
Field Name             Value for insertion
Purchase Order Type STO Freight
Sales Organization     1100
Distribution Channel 10
Division               10




Press Document overview on.




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Go to selection variant and select purchase requisition.




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A popup screen will appear.




Enter document type for tank lorries - TLNB.
Press execute.




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From the documents that appear on the left select your desired one and click on the drop
down. Select on your item no. and click on adopt button which is next to the selection
variant button. All information from the purchase requisition will be copied to your
purchase order. Enter purchasing org.
Press save. Note the Purchase Order No.




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Create Outbound Delivery Document in background screen.
Transaction Code is VL10B.




Go to Purchase order tab and enter the purchase order no that you just created.
Press execute.




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On pressing enter following screen will appear.




Select the row of your purchase order and press Background.




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Select All.




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Your delivery document for your purchase is created indicating the green light. Click on
the purchase order no. against the green light.




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The Purchase order that was created by you will appear in the display mode.




Go to the purchase order history tab to see your document no.

Repeat following transactions from white oil order with relevant values for this order.

-ZO4f1. (You will enter Bulk Shipment Type as BS 31)
-ZO4f2.
-O4g1.
The supplying plant will stop at this point as the tank lorry is now loaded and will leave
for the receiving plant.




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Transaction Code – Zreport.
Receiving plant will work on the PTO from this screen onwards.
Enter the shipment no for the required PTO.
Press Enter.




Press save.




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Transaction Code – Zshort.
Enter shipment no.
Press Enter. All information from shipment is brought forward to this screen.
Now enter following values in the required fields.
Field Name             Value for insertion
Storage Location       1904 (e.g)
Natural Liters         10000 (e.g)
Material Temp          35 (e.g)
Test Temp              15 (e.g)
Density                830 (e.g)




Now press calculate button on top left to get any shortages.
If no shortages press the GR + Sales Order button and shipment will be saved.




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If there are any shortages, Press the GR + Sales order button and shipment will be saved
while a cartage sales order will be created against the cartage contractor.

Carry out transaction VL01N. On this screen enter additional quantities and press Post
Goods Issue.
Now go to VF01 for invoice generation like earlier orders.




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                             LUBE TRANSSHIPMENTS.
Create Purchase Order screen.
Transaction Code is ME21N.
Enter the following values.
Field Name             Value for insertion
Order Type             STO Freight
Supplying Plant        1070 (e.g)
Purchasing Org         6000
Purch Grp              129
Co code                PSOC
Material               3009339 (e.g)
Quantity               1000 (e.g)
Receiving Plant        9050




Press save.

Carry out VL10B to get the outbound delivery document like in Fuel Transshipment.




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Upon getting the outbound delivery no., Go to VL02N, enter this document no. and press
enter. Following screen will appear.




Enter the storage location from which to reduce the inventory.
Press save.




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Create Shipment Screen.
Transaction Code is VT01N.
Enter the following values.
Field Name               Value for insertion
Transport Planning Pt TPSO
Shipment Type            Lubes Transshipments




Press enter.




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Enter Forwarding agent. Press deliveries button.




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Popup screen will appear.




Enter shipping and receiving plant. Press execute.




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All delivery documents not executed will be attached to your shipment. Select all that do
not apply and remove them by clicking on this button.




Only your document will remain.
Go to Overview screen.




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Press Planning button.
Go to Stages Tab.




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Enter Special Procedure Indicator.




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Go to Deadline tab, Press Check-in, Loading start, Loading End and Shipment start
buttons.




Go to Environment in menu tab, go to shipping, and then go to Goods Issue and click on
it.
Shipment will be saved. Note the shipment no.




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Popup screen will appear.




Here enter the Shipping and Receiving plant. Press execute.




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Select your delivery document. Press Post Goods Issue.




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This is transaction for the receiving plant.
Goods Receipt Purchase Order screen.
Transaction Code – MIGO.




Enter Purchase order no. Press enter.




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Information from the purchase order will be carried forward.




Go to the WHERE tab. Enter Storage location where product will be stored.
Press Enter.




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Go to Batch tab. Enter batch no.
Press Enter.




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Enter Quantity in delivery note space. Tick on Item Ok.
Press save.




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Change Shipment screen.
Transaction Code – VT02N.




Enter the shipment no.
Press Enter.
Press the Shipment Completion and Shipment End button.
Press save.




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                                    AVIATION SALES

Create Sales Order- Initial Screen:
Transaction Code – VA01.
Enter the following values in the fields.

Field Name              Value for insertion
Order Type              ZEX (Foreign Airlines)
Sales Organization      1600
Distribution Channel    10
Division                10




If the customer is Local then the order type will be ZO.
Press Enter.




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Following screen will appear.
Enter the following values in the fields.
Field Name             Value for insertion
Sold-To-Party          107206 (e.g.)
Purchase Order no.     101 (e.g)
Material               Jet-A1-01
Order Quantity         100000 – in Liters




Press Enter.
Press Save. Note Order No.




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Create Outbound Delivery Document.
Transaction Code – VL01N.
Enter the following values in the fields.

Field Name              Value for insertion
Shipping Point          1050 (e.g)
Order no.               2616 (e.g)




Press Enter.




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Enter storage Location.
Enter additional quantities.
Enter Valuation Type.
Press Post Goods Issue.




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Create Billing Document.
Transaction Code – VF01.
Enter the following values in the fields.

Field Name              Value for insertion
Document No.            80001212




Press Enter.




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Press Save to generate invoice.




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                                 SPECIAL AREA SALES

Create Sales Order- Initial Screen:
Transaction Code – VA01.
Enter the following values in the fields.

Field Name              Value for insertion
Order Type              ZSA
Sales Organization      1200
Distribution Channel    10
Division                10




Press Create with reference.
Enter Contract no. Press Copy to get order information from Contract.




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Following screen will appear.




Change order quantity according to requirements.
Press Enter.
Press save.
Repeat following transactions from white oil order with relevant values for this order.

-VL01n.
-ZO4f1.
-ZO4f2.
-O4g1.
-O4h1.
-VI01.
-VF01.




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                            SALES ORDER AGAINST LC

Create Sales Order screen.
Transaction Code is VA01.
Enter the following values.
Field Name             Value for insertion
Order Type             ZO
Sales Organization     1200
Distribution Channel 10
Division               10




Press Enter.




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Following screen will appear.
Enter the following values.
Field Name             Value for insertion
Sold to Party          104826 (e.g)
Purchase Order No      105 (e.g)
Material               HSD-01
Quantity               10000




Click on header button.




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Following screen will appear.




Select LC as payment procedure. Enter Financial Document No.
Enter Depreciation as 100%.
Press Save.
Repeat following transactions from white oil order with relevant values for this order.

-VL01n.
-ZO4f1.
-ZO4f2.
-O4g1.
-O4h1.
-VI01.
-VF01.




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                              INTRA COMPANY SALES
Create Sales Order screen.
Transaction Code is VA01.
Enter the following values.
Field Name             Value for insertion
Order Type             ZICS
Sales Organization     1000
Distribution Channel 10
Division               10




This process is the same as White except that here Sales Org will be 1000. The customer
will always be the plant itself, or for example in case PSO House – 1000.
Repeat following transactions from white oil order with relevant values for this order.
-VL01n.
-ZO4f1.
-ZO4f2.
-O4g1.
-O4h1.
-VI01.
-VF01.
In case of self-consumption – post goods issue on VL02N and then VF01.



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                                 RETURNS PROCESS

Create Sales Order screen.
Transaction Code is VA01.
Enter the following values.
Field Name             Value for insertion
Order Type             RE
Sales Organization     1100
Distribution Channel 10
Division               10




Press Create with reference.
Go to Billing Document Tab. Enter invoice no.
Press Copy.




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Select Order reason.
Press save.




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Create Outbound Delivery document.
Transaction Code – VL01N.
Enter Shipping Pt.
Enter Order No.




Press Enter.




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Following Screen will appear.




Enter additional quantities.
Press Post Goods Issue.




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Transaction Code – VA02




Press Enter.




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Make Billing Block blank.
Press save.




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Create Billing Document.
Transaction Code- VF01.
Enter returns document no.




Press Enter.




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Press save.




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