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Sell from Stock (BD9_DE) PUBLIC
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Test Script PUBLIC

SAP S/4HANA Cloud - 16-02-22
Sell from Stock (BD9_DE)
Table of Contents
1 Purpose
2 Prerequisites
2.1 System Access
2.2 Roles
2.3 Master Data, Organizational Data, and Other Data
2.4 Additional Manual Configuration
2.5 Business Conditions
2.6 Preliminary Steps
2.6.1 Set Initial Stock for Material
2.6.2 Set Relevant for Proof of Delivery in BP Master Data
2.6.3 Create Template Item Proposal (Optional)
2.6.4 Create Condition Records (Optional)
2.6.5 Product Hierarchy
2.6.5.1 Extend Product Hierarchy Materials (Optional)
2.6.5.2 Maintain Product Hierarchy Condition
2.6.5.3 Maintain Product Hierarchy to Distribution Chain (Optional)
2.6.6 Import Sales Orders (Optional)
2.6.7 Create Sales Order with Selling Recommender (Optional)
2.6.7.1 Assign Customer Procedure for Product Proposal to Business Partner
2.6.7.2 Create Sales Orders for Selling Recommender
2.6.7.3 Schedule Job for Intelligent Proposal
2.6.8 Preliminary Steps for Sales Order Approval (Optional)
2.6.8.1 Define and Assign Approval Reasons
2.6.8.2 Implement Cloud BADI
2.6.8.3 Manage Teams and Responsibilities
2.6.8.4 Set up Workflow
2.6.9 Preliminary Steps for Preliminary Billing Approval (Optional)
3 Overview Table
4 Test Procedures
4.1 Set Credit Limit (Optional)
4.2 Complete Sales Quotation (Optional)
4.3 Create Sales Order
4.4 Create Sales Order Using IFRS15 Bundling Functionality (Optional)
4.5 Create Attachment for Sales Order (Optional)
4.6 Review Blocked Sales Orders (Optional)
4.7 Process Sales Order Approval (Optional)
4.7.1 Withdraw from Approval
4.7.2 Approve/Reject/Rework Sales Order
4.7.3 Rework Sales Order
4.7.3.1 Check the Notifications
4.7.3.2 Change Sales Order
4.8 Advanced Available-to-Promise Processing (Optional)
4.9 Create Delivery

4.10 Handling Unit Management (Optional)
4.11 Create Attachment for Delivery (Optional)
4.12 Execute Picking
4.13 Check Batches (Optional)
4.14 Maintain Serial Numbers (Optional)
4.15 Split Outbound Delivery (Optional)
4.16 Add Freight Costs (Optional)
4.17 Post Goods Issue
4.18 Proof of Delivery (Optional)
4.19 Create Preliminary Billing Document (Optional)
4.20 Process Preliminary Billing Approval (Optional)
4.20.1 Finalize the Preliminary Billing Document
4.20.2 Rework from Approval
4.20.3 Approve/Reject/Rework Preliminary Billing Document
4.20.4 Rework Preliminary Billing Document
4.20.4.2 Change Preliminary Billing Document
4.21 Create Partial Billing Document (Optional)
4.22 Create Billing Document
4.23 Create Attachment for Billing (Optional)
5 Appendix
5.1 Process Integration
5.1.1 Succeeding Processes
5.2 Scheduling Job (alternative)
5.2.1 Job Scheduling for Delivery Creation (Alternative)
5.2.2 Job Scheduling for Goods Issue Deliveries (Alternative)
5.2.3 Job Scheduling for Preliminary Billing Documents Creation (Alternative)
5.2.4 Job Scheduling for Billing Creation (Alternative)
5.2.5 Job Scheduling for Billing Release (Alternative)
5.2.6 Job Scheduling for Billing Output (Alternative)

1 Purpose
The process starts with the creation of a customer standard sales order.
Once the inventory is decided, the shipping specialist releases the inventory. Once the inventory is shipped to the customer, the actual recording of the physical quantity is recorded.
When the goods issue is posted, revenue is recognized, and cost of goods sold is recorded in Financial Accounting.
Once goods are delivered, you can invoice the delivery.
For details on the bundling functionality for IFRS 1w5, see 2524569 .
A preliminary billing document can be created from the billing due list items as an optional step. You can show it to customers for alignment and changes as needed. The final billing documents are
created for the customer settlement.
This document provides a detailed procedure for testing this scope item after solution activation, reflecting the predefined scope of the solution. Each process step, report, or item is covered in its
own section, providing the system interactions (test steps) in a table view. Steps that are not in scope of the process but are needed for testing are marked accordingly. Project-specific steps must be
added.
Values in this test script (decimal notation, date formats, and so on) are presented in U.S. standard notation. If your test system is set up to use a different notation, enter values as appropriate.

2 Prerequisites
This section summarizes all the prerequisites for conducting the test in terms of systems, users, master data, organizational data, other test data and business conditions.
Testing in a 3-System Landscape
In a 3-system landscape (with SAP Central Business Configuration as your configuration environment), changes to software and business configuration are applied to your systems independently of
one another. It is therefore your responsibility to manage the active business configuration in your systems and synchronize configuration data in your SAP S/4HANA Cloud system landscape. A
synchronization is required, for example, after you've enhanced the scope, extended configuration, or adopted new or changed content from content updates or upgrades. For more information, refer
to the product assistance in the SAP Help Portal
Before testing, if you want to use all software features described for the process steps, reports, or items in this document, we recommend the Business Process Configuration Expert in your organiza-
tion has upgraded the configuration content and deployed the configuration data to your system landscape.
If the decision is not to upgrade the configuration content in your test or production system, you can run regression tests of software changes using the procedures in the previous test script version
(see the following link ).
2.1 System Access
System Details
System Accessible via SAP Fiori launchpad. Your system administrator provides you with the URL to access the various apps assigned to your role.
2.2 Roles
Create business roles using the following business role templates delivered by SAP and assign them to your individual test users.
Alternatively, if available, you can use the following spaces delivered by SAP. You create a space with pages containing predefined essential apps and assign it to the business role. You then assign
this business role to your individual users.
For more information, refer to How to Create a Business Role for the Administrator in the product assistance for SAP S/4HANA Cloud.
Name (Role Template) ID (Role Template) Name (Launchpad Space) ID (Launchpad Space) Log
On
Configuration Expert - Business Process Con- SAP_BR_BPC_EXPERT Configuration Expert - Business Process Config- SAP_BR_BPC_EXPERT
figuration uration

Name (Role Template) ID (Role Template) Name (Launchpad Space) ID (Launchpad Space) Log
On
Internal Sales Representative SAP_BR_INTERNAL_SALES_REP Internal Sales Representative SAP_BR_INTERNAL_SALES_REP
Shipping Specialist SAP_BR_SHIPPING_SPECIAL- Shipping Specialist SAP_BR_SHIPPING_SPECIAL-

IST IST
Warehouse Clerk SAP_BR_WAREHOUSE_CLERK Warehouse Clerk SAP_BR_WAREHOUSE_CLERK
Billing Clerk SAP_BR_BILLING_CLERK Billing Clerk SAP_BR_BILLING_CLERK
Credit Controller SAP_BR_CREDIT_CONTROLLER Credit Controller SAP_BR_CREDIT_CONTROLLER
Master Data Specialist - Business Partner Data SAP_BR_BUPA_MASTER_SPE- Master Data Specialist - Business Partner Data SAP_BR_BUPA_MASTER_SPE-
CIALIST CIALIST
Sales Manager SAP_BR_SALES_MANAGER Sales Manager SAP_BR_SALES_MANAGER
Business Process Specialist SAP_BR_BUSINESS_PROCESS_S Business Process Specialist SAP_BR_BUSINESS_PROCESS_S

PEC PEC
Administrator SAP_BR_ADMINISTRATOR Administrator SAP_BR_ADMINISTRATOR
Pricing Specialist SAP_BR_PRICING_SPECIALIST Pricing Specialist SAP_BR_PRICING_SPECIALIST
Master Data Specialist - Product Data SAP_BR_PRODMASTER_SPE- Master Data Specialist - Product Data SAP_BR_PRODMASTER_SPE-
CIALIST CIALIST
2.3 Master Data, Organizational Data, and Other Data

The organizational structure and master data of your company has been created in your system during activation. The organizational structure reflects the structure of your company. The master data
represents materials, customers, and vendors, for example, depending on the operational focus of your company.
Use your own master data or the following sample data to go through the test procedure.
Master / Org. Value Master / Org. Data Details Comments

Data
Material TG11 Trading Good for Reg. Trading (MRP See Business Conditions and Preliminary Steps sections .
planning) Use TG11 to test customer material, recorded with customer 10100009.
No serial number, no batch

Data
Material TG12 Trading Good for Reg. Trading (re- See Business Conditions and Preliminary Steps sections.
order point planning)
No serial number, no batch
Material TG20 Trading Good for Reg. Trading (re- Only use if you have activated Serial Number Managment (BLL).
order point planning)
Material TG21 Trad.Good 21,Reorder Point,Batch-FIFO Only use if you have activated Batch Management (BLG) (BLH)(BLJ)(2EG)(BLP) building
No serial number, batch controlled (FIFO strategy) block.
See Business Conditions and Preliminary Steps sections.
Material TG22 Trad.Good 22,Reorder Point,Batch-ExpD Only use if you have activated Batch Management (BLG) (BLH)(BLJ)(2EG)(BLP) building
No serial number, batch controlled (Exp. Date) block.
Material TG11_PH_CO21 Trading Goods for Product Hierarchy Only use if you have activated Product Hierarchy relevant (4EM) (4EN) building block.
TG11_PH_CO30U No serial number, no batch See Business Conditions and Preliminary Steps sections.
TG11_PH_CO30
TG11_PH_CW12
TG11_PH_CW14
TG11_PH_GP200
TG11_PH_GP300
TG11_PH_PP
TG11_PH_WC
Material IF11 Trading Good for IFRS SFS Test Material 1 Only use if you have activated Event-Based Revenue Recognition for Sale from Stock
(BRT) (BRU)(37A) building block.
Material IF12 Trading Good for IFRS SFS Test Material 2 Only use if you have activated Event-Based Revenue Recognition for Sale from Stock
(BRT) (BRU)(37A) building block.
Material CM-FL-V00 Forklift Only use if you have activated Make-to-Order Production with Variant Configuration
(1YT).
Material SM0001 Service Material 01

Data
Material NS0002 Non-stock Material 02
Sold-to Party 10100003 Domestic DE Customer 3 You can test the scope item using another domestic customer.
10100005 Domestic DE Customer 5 10100005 is for credit management.
10100008 10100008 is for material listing or exclusion
10100009 10100009 is for customer material record and POD (Proof-of-Delivery)
10100008
10100009
Ship-to Party 10100003 Domestic DE Customer 3

10100005 Domestic DE Customer 5
10100008
10100009
Payer 10100003 Customer domestic 03

10100005 Customer domestic 05
10100008
10100009
Plant 1010
Storage Loca- 101A

tion
Shipping Point 1010
Sales Organiza- 1010

tion
Distribution 10
Channel
Division 00
You can find general information on how to create master data objects in the following Master Data Scripts (MDS) :
Table 1: Master Data Script Reference
Master Data ID Description
BNF Create Product Master of Type "Trading Good"
BND Create Customer Master
2YX Create Customer-Material Info Record
2.4 Additional Manual Configuration

Before you can test this scope item, you must have completed the additional configuration steps that are described in the Set-Up Instructions for this scope item. These configuration steps are specific
for your implementation and include mandatory settings that are not delivered by SAP and must be created by you. For more information, refer to the Set-Up Instructions for this scope item on SAP
Best Practices Explorer (https://rapid.sap.com/bp/#/browse/scopeitems/<enter the scope item ID>).
2.5 Business Conditions

The business process described in this test script is part of a bigger chain of integrated business processes or scope items. As a consequence, you must have completed the following processes and
fulfilled the following business conditions before you can go through this scope item:
Scope Item Business Condition

J45 - Procurement of Direct Materials To run through this scope item, the materials must be available in stock. If you use trading goods (HAWA) you can either:
● Run through the Procurement of Direct Materials (J45) test script process.
● Or create stock using Post Goods Movement app (refer to Preliminary Steps section for details).
BNZ - Create New Open MM Posting Period You have completed the step described in the Create New Open MM Posting Period (BNZ) master data script. Posting Period is up to date.

2.6 Preliminary Steps
2.6.1 Set Initial Stock for Material
Purpose
To execute this scope item, the materials must be available in stock.
Procedure
Test Test Step Name Instruction Expected Result Com-

Step # ments
1 Log On Log on to the SAP Fiori launchpad as a Warehouse Clerk. The SAP Fiori launchpad
displays.
2 Access the App Open Post Goods Movement (MIGO). The Goods Receipt Other-
It only displays it that way if it was your last transaction. So the action for the user should be screen displays.
to select Reference Document for MIGO Transaction > Other.
3 Input Movement Type Make the following entry and choose Enter.
● Executable Action in Transaction MIGO: Goods Receipt
● Reference Document for MIGO Transaction: Other
4 Enter Material On the Goods Receipt Other Screen : Material tab, make the following entry and choose En-
ter:
● Material : <Material Number>
5 Enter Quantity Data On the Goods Receipt Other screen: Quantity tab, make the following entry and choose En-
ter:
● Qty in Unit of Entry: 1000
● Unit of Entry: <PC>
6 Input on the Goods Receipt Other On the Goods Receipt Other screen: Where tab, make the following entries and choose En-
Step # ments
screen: Where tab ter:
● Movement Type: 561 (Receipt per initial entry of stock bal-
ances into unr. use)
● Plant: <Plant>
● Storage Location: <Storage Location>
7 Input on the Goods Receipt Other On the Goods Receipt Other screen: Batch tab, make the following entry and choose Enter:
screen: Batch tab ● Date of Manufacture: <Current Date or a Past Date>
Only relevant for batch-relevant material.
8 Enter the Goods Receipt Other Screen: On the Goods Receipt Other screen: Serial Numbers tab, enter the serial number of your re-
Serial Number Tab ceived material.
Note Only relevant for material TG20
9 Save Your Entries Choose Post.
Financial Postings:
Material Debited Accounts Credited Accounts

Trading Good (HAWA) 13600000 39912000
Inventory TradingGd Inv Init SF&Fin Bal
2.6.2 Set Relevant for Proof of Delivery in BP Master Data
Purpose
To run the step, you must maintain the Proof of Delivery (POD)-relevant indicator for customer master data. From demo data, only customer 10100009 has been set, following procedure can help
you to set POD relevant for other customer master data if necessary.
Procedure
Test Step Test Step Name Instruction Expected Result Pass / Fail / Com-
# ment
1 Log On Log on to the SAP Fiori launchpad as a Master Data Specialist - Business Partner The SAP Fiori launchpad displays.
Data.
2 Access the App Open Maintain Business Partner (BP). The Maintain Business Partner screen
displays.
3 Enter Business Part- Make the following entry and choose Enter.
ner ● Business Partner: 10100009
4 Switch to Change On the Display Organization:XXXXXXXX screen, choose Switch Between Display and
Mode Change.
5 Go to Shipping Tab On the Change Organization:XXXXXXXX screen, choose Customer (Defined) in the
Change in BP Role field.
Choose Sales and Distribution in the Menu > More menu, then select Shipping tab .
6 Set POD - Relevant Select POD - Relevant checkbox.
7 Save Choose Save.
2.6.3 Create Template Item Proposal (Optional)
Purpose
This process helps you to create template for item proposal if you want to use the optional step, copy item proposal to sales order, later on, in the process step, sales order entry.

Procedure
Test Step # Test Step Name Instruction Expected Result Pass / Fail / Com-
ment
1 Log On Log on to the SAP Fiori launchpad as an Internal Sales Representative. The SAP Fiori launchpad displays.
2 Access the App Open Manage Sales Item Proposals (F2583). The Manage Sales Item Proposals screen
displays.
3 Create New Object On the Manage Sales Item Proposals Screen, choose Create. The Sales Item Proposal Screen displays.
4 Enter Item Proposal De- On the Sales Item Proposal screen, in the Header Data tab, and make the fol-
tails lowing entries:
Sales Document Type: PV
Sales Organization: 1010
Distribution Channel: 10
Division: 00
Description: < For example, Item Proposal Template>
Valid-From Date: <For example, Current Date>
Valid-To Date: <For example, Current Date + 1 Year>
5 Enter Item Proposal De- In the Material tab, choose Create:

tails Material Number: <Material Number>
Target Quantity: <Target Quantity>
6 Save the Entry Choose Save.
2.6.4 Create Condition Records (Optional)
Purpose
In case you have fine-tuned the access sequence of SAP pre-shipped condition types, the relative condition records should be created accordingly.
You can find general information on how to create master data objects in the following Master Data Scripts (MDS) :

Table 2: Master Data Script Reference
Master Data ID Description
BET Create Sales Pricing Condition
2.6.5 Product Hierarchy
2.6.5.1 Extend Product Hierarchy Materials (Optional)
Purpose
The procedure helps you to extend material organization. It is only relevant If you use ANC procedure to have the new country version, you need to manually extend the materials to your organiza -
tion
Procedure
# ment
1 Log On Log on to the SAP Fiori launchpad as a Master Data Specialist - Product Data.
2 Access the App Open Create Material (MM01)
3 Search for materials Make below entries and choose Continue

Material : TG11_PH_CO21
Material Type: Trading Goods
4 Select Views In the pop up screen of Select View(s), select below views and choose Org.Levels:
Basic Data 1
Basic Data 2
Sales: Sales Org. Data 1

# ment
Sales: Sales Org. Data 2
Sales: General/Plant Data
International Trade: Export
Purchasing
International Trade: Import
MRP 1
MRP 2
MRP 3
MRP 4
General Plant Data / Storage 1
General Plant Data / Storage 2
Accounting 1
Accounting 2
5 Input Organization inforamtion In the pop up screen of Organization levels, input below entries and choose Continue:
Plant: 1010
Stor.Loc.: 101A/101R
Sales Org:1010
Distribution Channel:10
Note If message The material already exists and will be ex-
tended displays, please ignore it.
6 Input Detail On the new screen of Create Material XXXXX (trading Goods),
In the tab of Sales: sales org.1,
● Description
● Tax Data
Choose Enter.
In tab of Sales: sales org.2,
Item Category Group: NORM
Choose Enter.
In tab of Sales: General/Plant,

# ment
Profit Center: YB700
Choose Enter.
In tab of MRP 1,
MRP Type: PD
MRP Controller: 001
Lot Sizing Procedure: EX
Choose Enter.
In tab of MRP 2,
Planned Deliv. Time: 10 days
Choose Enter.
In tab of Accounting 1,
Valuation Class: 3100
Standard Price: 6
Per. Unit Price: 6
Choose Enter.
Choose Save.
7 Repeat step 1 to step 6 for other ma- Repeat Step 1 to Step 6 for below materials The materials are ex-
terials TG11_PH_CO30U tended
TG11_PH_CO30
TG11_PH_CW12
TG11_PH_CW14
TG11_PH_GP200
TG11_PH_GP300
TG11_PH_PP
TG11_PH_WC

2.6.5.2 Maintain Product Hierarchy Condition
Purpose
This process helps you to maintain Product Hierarchy condition DPH1.It is only relevant If you use ANC procedure to have the new country version, you need to manually maintain the product hier-
archy condition for your organization
Procedure
# ment
1 Log On Log on to the SAP Fiori launchpad as a Pricing Specialist.
2 Access the App Open Set Material Prices - Sales (VK12) The Manage Product Hierarchy Assign-
ments(F4240) view displays.
3 Pricing Condition On the Change Condition Records view, enter the following information:

Type PPR0 Condition Type: PPR0
Choose More> Condition>Create
Choose Material with release Status, and choose Choose.
4 Input price of PPR0 On the Screen of Create Price Condition (PPR0): Fast Entry, input below Condition record for PPRO is maintained
entries and choose Save.
Sales Org:1010
Distribution Channel:10
Amount: input pricing
Choose Save.
Choose Back.
5 Pricing Condition On the Screen of Create Condition Records, enter the following informa-
Type DPH1 tion:
Condition Type: DPH1
Choose Enter.

# ment
6 Input entries for DPH1 On the Screen of Create Product Hierarchy Condition(DPH1): Fast Entry, Condition record for DPH1 is saved.
make entries below:
● Sales Oraganization: 1010
● Distribution channel:10
● Prod. Hier. Node:ADJUST_JOINT_PLIERS
Amount :10-
Unit: %
Calculat. Type: A
● Prod. Hier. Node: COMB_WRENCHES
Amount :8-
Unit: %
Calculat. Type:A
● Prod. Hier. Node: CUTTING_PLIERS
Amount: 6-
Unit: %
Calculat. Type: A
● Prod. Hier. Node: WRENCHES
Amount :5-
Unit: %
Calculat. Type: A
Choose Save
2.6.5.3 Maintain Product Hierarchy to Distribution Chain (Optional)
Purpose
This process helps you to maintain Product Hierachy to Distribution Chain if you are using Product Hierachy relevant materials.

Procedure
# ment
1 Log On Log on to the SAP Fiori launchpad as a Internal Sales Representative.
2 Access the App Open Manage Product Hierarchy Assignments (F4240). The Manage Product Hierarchy Assignments
(F4240) view displays.
3 Create New Object Choose Create. The Create Product Hierachy Assignment Screen
displays.
4 Enter General Infor- On the Create Product Hierachy Assignment screen, in the General Informa-
mation tion tab, make the following entries:
Purpose: 02 Sales
Valid From: <For example, Current Date>
Valid To: <For example, Current Date + 1 Year>
Hierachy ID: TOOLS
5 Save the Entry Choose Create.
2.6.6 Import Sales Orders (Optional)
Purpose
In this activity, You can import the sales order with template file.

Procedure
Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment
1 Log On Log on to the SAP Fiori launchpad as a Internal Sales Representative. The SAP Fiori launchpad displays.
2 Access the App Open Import Sales Orders (F4293). The Import Sales Orders (F4293) view dis-
plays.
3 Download Tem- Choose Download Template to download a template file.

plate
4 Upload Template Input all the mandatory fields in the template file and choose Browse to upload
the file.
5 Import Sales Order Choose Import to import the Sales orders.
6 Check Logs In the Pop-up Information window, choose View History to check the log. The Sales order is imported
2.6.7 Create Sales Order with Selling Recommender (Optional)
2.6.7.1 Assign Customer Procedure for Product Proposal to Business Partner
Purpose
In this activity, you assign customer procedure for product proposal to a business partner.
Procedure
# ment
1 Log On Log on to the SAP Fiori launchpad as a Master Data Specialist - Business The SAP Fiori launchpad displays.

# ment
Partner Data.
2 Access the App Open Manage Customer Master Data (F0850A). The Manage Customer Master Data view displays.
3 Choose Business Partner Input following entry and choose Go.

Business Partner: for example, 10100003
4 Choose Sales Area Choose the Business Partner and click the line
On the new screen, choose Edit.
Choose the tab of Sales Areas, then choose
Company Code: for example 1010
Click the line.
5 Input PP Customer Pro- In the new screen, choose tab Sales Area Details, make the following en- The PP customer procedure has assigned to busi-
cedure try, and choose Apply. ness partner.
PP customer Procedure : for example A
Choose Save.
2.6.7.2 Create Sales Orders for Selling Recommender
Purpose
As the product proposal is based on historical data- at least 1 order is required to derive a product proposal.
In this activity, you create sales order to get historical data for seting up selling recommender.

Procedure
Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as an Internal Sales Representative. The SAP Fiori launch-
pad displays.
2 Access the App Open Manage Sales Orders (F1873). The Manage Sales Or-
der screen displays.
3 Navigate to Create On the Manage Sales Order screen, choose Create, and choose Create Sales Orders - VA01.
Order Screen
4 Enter Data On the Create Sales Order screen, make the following entries and choose Enter:
● Order Type: OR
● Sales Organization: 1010
● Distribution Channel: 10
● Division: 00
5 Enter Order De- On the Create Standard Order: Overview screen, make the following entries:
tails ● Sold-to Party: for example 10100003
● Ship-to Party: for example 10100003
● Customer References: Selling Recommender
● Material Number: <Material Number>
● Quantity: <Quantity>
6 Save the Order Choose Save. Make a note of the sales order number: __________.
If you have installed the Free Goods Processing scope item in your system, and used material TG11 and customer
10100001, the following warning may appear: Minimum quantity 1.000 PC of free goods has
not been reached. To skip this warning, choose Enter.

2.6.7.3 Schedule Job for Intelligent Proposal
Purpose
In this activity, You create and process Jobs for intelligent proposal.
Procedure
Test Step Test Step Instruction Expected Result Pass / Fail / Com-
# Name ment
1 Log On Log on to the SAP Fiori launchpad as an Internal Sales Representative. The SAP Fiori launchpad dis-
plays.
2 Access the Open Schedule Intelligent Product Proposal (F5139).

App
3 Create Job On the Application Jobs screen, choose Create.
4 Enter Data On theNew Job: Template for Backgorund Job of Intelligent Product Proposal Screen, make the follow-
ing entries:
Job Template: Template for Background Job of Intelligent Product Proposal
Job Name: Template for Background Job of Intelligent Product Proposal
Choose Step 2, in the tab of Scheduling Options, choose Define Recurrence Pattern, On the pop-up
screen, make following entries:
Start Immediately: X
Recurrence Pattern:Single Run
Choose OK
Choose Step 3, in the tab of Parameters, make the following entries:
Create Again: X
Choose Schedule.

2.6.8 Preliminary Steps for Sales Order Approval (Optional)
Test Administration
Customer project: Fill in the project-specific parts.
Test Case ID <X.XX> Tester Name Testing Date Enter a test date.
Business Role(s)
Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
Purpose
This process step shows you how to define and assign approval reasons.
Procedure
Depending on your configuration environment for SAP S/4HANA Cloud, choose one of the following options:
Configure Your Solution:
Test Step Test Step Name Instruction Expected Result Com-

# ments
1 Log On Log on to the SAP Fiori launchpad as a Configuration Expert - Business The SAP Fiori launchpad displays.
Process Configuration.
2 Access the App Open Manage Your Solution (F1241). The Manage Your Solution screen displays.

# ments
3 Configure Your Solution Choose Configure Your Solution. The Configure Your Solution: Realize Phase screen dis-
plays.
4 Filter Selection Criteria Choose the following entries in filter bar and choose Enter: All entries display in Configuration Items section.
● Application Area: Sales
● Sub Application Area: Basic Functions
5 Find the Entry Find the entry with Sales Document Approvals item name and choose ar- The Configure Your Solution - Sales Document Ap-
row at the item end. provals screen displays.
Perform the following steps 6–7 to define approval reason.
6 Navigate to Define Reasons In Configuration Steps section, choose Configure in the Actions column for The Define Reasons for Approval Requests: Overview
Screen Define Reasons for Approval Requests step. screen displays.
7 Define Approval Reason Choose New Entries, enter the following data, and choose Save. Approval reason is defined.
● Approval Request Reason ID: for example, ZOR1
● Approval Request Reason: for example, Document needs ap-
proval
Perform the following steps 8–9 to assign approval reason to Sales order.
8 Navigate to Assign Reasons In Configuration Steps section, choose Configure in the Actions column for The Change View"Assign Reasons for Approval Re-
Screen Assign Reasons for Approval Requests step. quests"Overview screen displays.
9 Assign Approval Reason to Choose New Entries, enter the following data, and choose Save.
Sales Order ● Document Category: C
● Approval Request Reason: for example, ZOR1
SAP Central Business Configuration:

Step # ments
1 Log On Log on to the project experience in SAP Central Business Configuration. The SAP Fiori launchpad displays.

Step # ments
2 Open Define Reasons for In the Product-Specific Configuration phase, navigate to the Configuration Activities tab The Define Reasons for Approval Requests:
Approval Requests and search for the following activity: Define Reasons for Approval Requests. Overview screen displays.
Choose the line item in the search result to see more details about this configuration activ-
ity.
Choose the Go to Activity button to navigate directly to the SAP S/4HANA Cloud sys-
tem. Log on to the SAP Fiori launchpad as a Configuration Expert - Business Process
Configuration.
● Approval Request Reason ID: for example, ZOR1
● Approval Request Reason: for example, Document needs approval
Perform the following steps 4–5 to assign approval reason to Sales order.
4 Open Define Reasons for In the Product-Specific Configuration phase, navigate to the Configuration Activities tab The Change View"Assign Reasons for Ap-
Approval Requests and search for the following activity: Assign Reasons for Approval Requests. proval Requests"Overview screen displays.
Choose the line item in the search result to see more details about this configuration activ-
ity.
Configuration.
5 Assign Approval Reason Choose New Entries, enter the following data, and choose Save.
to Sales Order ● Document Category: C
● Approval Request Reason: for example, ZOR1
Test Administration

Business Role(s)
Purpose
The Business Add-In (BADI) SD_APM_SET_APPROVAL_REASON is called whenever a sales document is saved by a business user. It determines whether a sales document needs to be sent to an
approver and, if so, set an approval request reason on sales document header level.
This means that if you want to use the workflow for the approval of sales documents, implementing this BAdI is a prerequisite. In the Manage Sales Document Workflows (F2190) app, you define
additional preconditions and approval steps.
When the system sets an approval request reason for a sales document, the approval workflow is triggered automatically.
Procedure

Step # ments
1 Log On Log on to the SAP Fiori launchpad as a Administrator. The SAP Fiori launchpad displays.
2 Access the App Open Custom Logic (F1481). The Custom Fields and Logic screen dis-
plays.
3 Navigate to Custom In the menu bar at the top, choose Custom Logic. The Enhancement Implementations section
Logic displays.
4 Create Enhancement Im- Choose Create. Make the following entries and choose Create: The Draft Logicsection displays
plementation ● Business Context: Sales:Sales Document
● BADI Description: Set Approval Request Reasons for Sales Docu-
ments
● Implementation Description: for example, Set Approval Reason for Sales
Documents
● Implementation ID: Generated by default

Step # ments
5 Add Coding Choose Draft,implement your logic in Draft Logic section, for example: The Configure Your Solution - Sales Docu-
If salesdocument-sddocumentcategory = 'C' and salesdocument-sddocumentreason = '005'. ment Approvals screen displays.
salesdocapprovalreason = 'ZOR1'.
endif.
Please note that it is possible to have sales document approvals also for other categories of
sales documents.
The coding mentioned above can be seen as independent coding that can be added to the
BAdI implementation without removing possible other coding
6 Save and Publish Choose Save Draft. Custom logic is published.

Choose Publish.
Test Administration
Business Role(s)
Purpose
This process step shows you how to maintain the teams and responsibilities for sales order workflow.

Procedure

Step # ments
1 Log On Log on to the SAP Fiori launchpad as a Business Process The SAP Fiori launchpad displays.
Specialist.
2 Access the App Open Manage Teams and Responsibilities (F2412).
3 Create A New Team Choose Create.
4 Enter General Information Make the following entries and choose Enter: The Draft Logic section displays
● Name: Sales Order Workflow
● Description: Sales Order Workflow
● Status: Enabled
● Type: SALES
5 Add Team Members On Team Members tab, choose Create. The Select: Business Partner screen displays.
From the Items section, select a Busi- Team member sales manager is added.
ness Partnercheck box and choose OK.
Last Name: Sales Manager
6 Add Function to Team Members In Function field, choose Select. On the Select: Functions
screen, select the following functions, and choose OK.
● CMR1LVLA: Sales Document Approver -
Level 1
● CMR2LVLA : Sales Document Approver -
Level 2
7 Save and Publish Choose Save Draft. User created a new team and appropriate function(s) have been
assigned to the business user(s) to be configured as approver(s).

Test Administration
Business Role(s)
Purpose
This process step shows you how to set up workflow.

In below example, if total amount of the sales order is more than 1000 USD, “Sales Document Approver - Level 2” can approve. If total amount of the sales order is less than 1000 USD, “Sales Doc-
ument Approver - Level 1” can approve.
Procedure

Step ments
1 Log On Log on to the SAP Fiori launchpad as a Configuration Expert - Business The SAP Fiori launchpad dis-
Process Configuration. plays.
2 Access the App Open Manage Sales Document Workflows (F3014). The Manage Workflows screen
displays.
3 Create the First Workflow Choose Workflow for Sales Orders next to Workflow. The New Workflow screen dis-
Choose Add. plays.
Note If the workflow has already be defined, please skip step 4 to 10.

Step ments
4 Maintain General Data Make the following entries.
In the Header tab:
Name: <Second Approver- Net Value over 1000>
5 Set Preconditions Make the following entries and choose Save: Preconditions are set.
Preconditions:
Net Amount is greater than
Currency: EUR
Amount: 1000
Choose Save.
6 Add Steps From the Step Sequence section, choose Add. The New Step screen displays.
Select the following entries from dropdown lists: The first workflow is created.
Under the Header tab:
Type: Release of Sales order
Under the Recipients tab:
Assignment By: Role
Role: Sales Document Approver - Level
2
Under the Exception Handling tab:
Name: Rework Sales order
Required Action: Rework of Sales order
Action Result: Restart Workflow
Choose Add to append this step to the workflow and
choose Save.
7 Create the Second Workflow Choose Back to the Manage Workflows screen. The New Workflow screen dis-
Choose Add. plays.
8 Maintain General Data Make the following entries.

Name: <First Approval- No Conditions

Step ments
9 Add Steps From the Step Sequence section, choose Add. The New Step screen displays.
Make the following entries: The second workflow is created.

Type: Release of Sales order
Under the Recipients tab:
Assignment By: Role
Role: Sales Document Approver - Level
1
Under the Exception Handling tab:
Name: Rework Sales order
Required Action: Rework of Sales order
Choose Add to append this step to the workflow and
choose Save.
10 Activate Workflows Choose Back to the Manage Workflow screen. Workflows are activated.
Choose Define Order. Adjust the order as below:
Second Approver- Net Value over 1000: Order 1
First Approver-No Conditions: Order 2
Choose Activate to active the workflows.

2.6.9 Preliminary Steps for Preliminary Billing Approval (Optional)
Test Administration
Business Role(s)
Purpose
This process step shows you how to define and assign approval reasons.
Procedure
Depending on your configuration environment for SAP S/4HANA Cloud, choose one of the following options:
Configure Your Solution:

# ments
1 Log On Log on to the SAP Fiori launchpad as a Configuration Expert - Business The SAP Fiori launchpad displays.
Process Configuration.
2 Access the App Open Manage Your Solution (F1241). The Manage Your Solution screen displays.

# ments
3 Configure Your Solution Choose Configure Your Solution. The Configure Your Solution: Realize Phase screen
displays.
4 Filter Selection Criteria Choose the following entries in filter bar and choose Enter: All entries display in Configuration Items section.
● Application Area: Sales
● Sub Application Area: Basic Functions
5 Find the Entry Find the entry with Document Approvals item name and choose arrow at The Configure Your Solution - Document Approvals
the item end. screen displays.
6 Navigate to Define Reasons In Configuration Steps section, choose Configure in the Actions column The Define Reasons for Approval Requests: Overview
Screen for Define Reasons for Approval Requests step. screen displays.
● Approval Request Reason ID: for example, ZPBD
● Approval Request Reason: for example, Preliminary Billing
Document needs approval
Perform the following steps 8–9 to assign approval reason to Preliminary Billing Document.
8 Navigate to Assign Reasons In Configuration Steps section, choose Configure in the Actions column The Change View"Assign Reasons for Approval Re-
Screen for Assign Reasons for Approval Requests step. quests"Overview screen displays.
9 Assign Approval Reason to Choose New Entries, enter the following data, and choose Save.
Preliminary Billing ● Document Category: PBD Preliminary Billing Document
● Approval Request Reason: for example, ZPBD
SAP Central Business Configuration:

Step # ments
1 Log On Log on to the project experience in SAP Central Business Configuration. The SAP Fiori launchpad displays.

Step # ments
2 Open Define Reasons for In the Product-Specific Configuration phase, navigate to the Configuration Activities tab The Define Reasons for Approval Requests:
Approval Requests and search for the following activity: Define Reasons for Approval Requests. Overview screen displays.
Choose the line item in the search result to see more details about this configuration ac-
tivity.
Configuration.
● Approval Request Reason ID: for example, ZPBD
● Approval Request Reason: for example, Preliminary Billing Document
needs approval
Perform the following steps 4–5 to assign approval reason to Preliminary Billing Document.
4 Open Define Reasons for In the Product-Specific Configuration phase, navigate to the Configuration Activities tab The Change View"Assign Reasons for Ap-
Approval Requests and search for the following activity: Assign Reasons for Approval Requests. proval Requests"Overview screen displays.
Choose the line item in the search result to see more details about this configuration ac-
tivity.
Configuration.
5 Assign Approval Reason Choose New Entries, enter the following data, and choose Save.
to Preliminary Billing ● Document Category: PBD Preliminary Billing Document
● Approval Request Reason: for example, ZPBD
Test Administration

Business Role(s)
Purpose
The Business Add-In (BADI) SD_APM_SET_APPROVAL_REASON is called whenever a sales document is saved by a business user. It determines whether a sales document needs to be sent to an
approver and, if so, set an approval request reason on sales document header level.
This means that if you want to use the workflow for the approval of sales documents, implementing this BAdI is a prerequisite. In the Manage Preliminary Billing Document Workflows (F4274)
app, you define additional preconditions and approval steps.
When the system sets an approval request reason for a sales document, the approval workflow is triggered automatically.
Procedure

# ments
1 Log On Log on to the SAP Fiori launchpad as a Administrator. The SAP Fiori launchpad displays.
2 Access the App Open Custom Logic (F1481). The Custom Fields and Logic screen dis-
plays.
3 Navigate to Custom Logic In the menu bar at the top, choose Custom Logic. The Enhancement Implementations sec-
tion displays.
4 Create Enhancement Imple- Choose Create. Make the following entries and choose Create: The Draft Logic section displays
mentation ● Business Context: Sales: Billing Document
● BADI Description: Set Approval Request Reasons for Prelimi-
nary Billing Documents
● Implementation Description: for example, Set Approval Reason for
Preliminary Billing Documents
● Implementation ID: Generated by default_Short description,
# ments
for example, YY1_PBDWF
5 Add Coding Choose Draft, implement your logic in Draft Logic section, for example:
IF ( billingprocdocu-ment-totalnetamount GT 500 ). billingprocdocapprovalreason =
'ZPBD'.
ENDIF.
6 Save and Publish Choose Save Draft. Custom logic is published.

Choose Publish.
Test Administration
Business Role(s)
Purpose
This process step shows you how to maintain the teams and responsibilities for preliminary billing document workflow.

Procedure

Step # ments
1 Log On Log on to the SAP Fiori launchpad as a The SAP Fiori launchpad displays.
Business Process Specialist.
2 Access the App Open Manage Teams and Responsibili-

ties (F2412).
3 Create A New Team Choose Create.
4 Enter General Information Make the following entries and choose

Enter:
● Name: for example, Preliminary
Billing Document Approval
Workflow
● Description: Preliminary
Billing Document Approval
Workflow
● Status: Enabled
● Type: SBILLING
5 Set Value at Responsibility Definitions section You can put criteria as per your approval
conditions, for example, BillingDocu-
mentType = F2
6 Add Team Members On Team Members tab, choose Create. The Select: Business Partner screen dis-
plays.
From the Items section, select a Business Partnercheck box and choose OK. Team member is added.
For example, Last Name: Your Manager’s Last Name
Note Please contact your system Administrator if you are not sure if a business
part-ner’s role is enough for preliminary billing document approval. The busi-
ness role should contain the catalog SAP_SD_BC_BIL_MYINBOX_PC.
7 Add Function to Team Members In Function field, choose Select. On the

Select: Functions screen, select the fol-

Step # ments
lowing functions, and choose OK.
● SBILAPRL1: Billing Process
Document Approver - Level
1
● SBILAPRL2 : Billing Process
Document Approver - Level
2
8 Save the new Team Choose Save at the bottom of the screen. User created a new team and appropriate
function(s) have been assigned to the busi-
ness user(s) to be configured as
approver(s).
Test Administration
Business Role(s)
Purpose
This process step shows you how to set up workflow.

In below example, if total amount of the preliminary billing document is less than 500 EUR, no approval is required. If total amount of the preliminary billing document is more than 500 EUR and
less than 1000 EUR, “Billing Process Document Approver - Level 1” can approve it. If total amount of the preliminary billing document is more than 1000 EUR, it needs “Billing Process Document
Approver - Level 1” to approve it first, then needs “Billing Process Document Approver - Level 2” approve it.
Procedure

Step ments
1 Log On Log on to the SAP Fiori launchpad as a Configuration Expert - Business Process Config- The SAP Fiori launchpad displays.
uration.
2 Access the App Open Manage Preliminary Billing Document Workflows (F4274). The Manage Workflows screen dis-
plays.
3 Create a Workflow Choose Add. The New Workflow screen displays.

Note If the workflow has already be defined, you can check if existing one(s) meet your
approval conditions before creating a new one.
4 Maintain Header and Step Proper- Make the following entries.

ties Sector Workflow Name: <It’s mandatory to have a workflow name>
Filling in Description, Valid from and Valid to fields are optional.
5 Set Preconditions in “Start Condi- Make the following entries and choose Save: Preconditions are set.
tions” sector Preconditions:
Net Amount is greater than
Currency: EUR
Amount: 500
Choose Save.
6.1 Add Steps From the Steps section, choose Add. The New Step screen displays.
Step 1 Select the following entries from dropdown lists: The first approval level in this work-
In the Header tab: flow is created.
Step Name: Step 1
Step Type: Release of Preliminary Billing Document
In the Recipients tab:

Step ments
Assignment By: Role
Role: Billing Process Document Approver - Level 1
In the Step Conditions tab:
Set conditions to this step:
Select Net Amount is greater than
Currency: EUR
Net Value: 500
In the Deadlines tab:
You can set approval deadlines if required by choosing Add.
In the Exception Handling tab:
Name: Rework Preliminary Billing Document
Required Action: Rework of Preliminary Billing Document
Choose Add to append this step to the workflow.
6.2 Add Steps From the Steps section, choose Add. The New Stepscreen displays.
Step2 Select the following entries from dropdown lists: The second approval level in this
In the Header tab: workflow is created.
Step Name: Step 2 And the whole workflow is saved.
Step Type: Release of Preliminary Billing Document

In the Recipients tab:
Assignment By: Role
Role: Billing Process Document Approver - Level 2
In the Step Conditions tab:
Set conditions to this step:
Select Net Amount is greater than
Currency: EUR
Net Value: 1000
In the Deadlines tab:

Step ments
You can set approval deadlines if required by choosing Add.
In the Exception Handling tab:
Name: Rework Preliminary Billing Document
Required Action: Rework of Preliminary Billing Document
Choose Add to append this step to the workflow and choose Save.
7 Activate Workflows Choose Back to the Manage Workflow screen. Workflows are activated.
Click the Radio button and choose Activate to active the workflows.

3 Overview Table
This scope item consists of several process steps that are listed in the following table:
If your system administrator has enabled spaces and pages on the SAP Fiori launchpad, the homepage will only contain the essential apps for performing the typical tasks of a business role.
You can find all other apps not included on the homepage using the search bar.
If you want to personalize the homepage and include the hidden apps, navigate to your user profile and choose App Finder.
Process Step Business Role Transaction/App Name Expected Results

Set Credit Limit (Optional) [page ] 46 Credit Controller Credit Limit for 10100005 Customer has
been set.
Complete Sales Quotation (Optional) [page ] 47
Create Sales Order [page ] 47 Internal Sales Represen- Manage Sales Orders (F1873) The Manage Sales Orders screen displays.
tative
Create Sales Order Using IFRS15 Bundling Functionality (Op- Internal Sales Represen- Manage Sales Orders (F1873) The Manage Sales Orders screen displays.
tional) [page ] 53 tative
Create Attachment for Sales Order (Optional) [page ] 54 Internal Sales Represen- Manage Sales Orders (F1873)
tative
Review Blocked Sales Orders (Optional) [page ] 55
Process Sales Order Approval (Optional) [page ] 56
Withdraw from Approval [page ] 56 Internal Sales Represen- Manage Sales Orders (F1873)
tative
Approve/Reject/Rework Sales Order [page ] 57 Sales Manager My Inbox- All Items
Rework Sales Order [page ] 59
Check the Notifications [page ] 59 Internal Sales Represen- My Inbox- All Items
tative
Change Sales Order [page ] 60 Internal Sales Represen- Manage Sales Orders (F1873)
tative
Advanced Available-to-Promise Processing (Optional) [page ] 62

Process Step Business Role Transaction/App Name Expected Results
Create Delivery [page ] 62 Shipping Specialist Create Outbound Deliveries - From Sales Orders
(F0869A)
Create Attachment for Delivery (Optional) [page ] 65 Shipping Specialist Display Outbound Delivery (VL03N)
Execute Picking [page ] 66 Shipping Specialist Manage Outbound Deliveries - VL06O

(VL06O_CLOUD)
Check Batches (Optional) [page ] 67 Shipping Specialist Change Outbound Delivery (VL02N) Batch numbers are checked
Maintain Serial Numbers (Optional) [page ] 68 Shipping Specialist Change Outbound Delivery (VL02N)
Split Outbound Delivery (Optional) [page ] 70 Shipping Specialist Split Outbound Delivery (VLSP)
Add Freight Costs (Optional) [page ] 71 Shipping Specialist Change Outbound Delivery (VL02N)
Post Goods Issue [page ] 72 Shipping Specialist Manage Outbound Deliveries - VL06O The goods issue is posted.
(VL06O_CLOUD)
Proof of Delivery (Optional) [page ] 74 Shipping Specialist POD - Change Outbound Delivery
Create Preliminary Billing Document (Optional) [page ] 76 Billing Clerk Create Preliminary Billing Documents (F2876)
Finalize the Preliminary Billing Document [page ] 78 Billing Clerk Manage Preliminary Billing Documents (F2875)
Rework from Approval [page ] 79 Billing Clerk Manage Preliminary Billing Documents (F2875)
Approve/Reject/Rework Preliminary Billing Document Billing approval My Inbox - All Items (F2097)
[page ] 80
Rework Preliminary Billing Document [page ] 82
Check the Notifications [page ] 82 Billing Clerk My Inbox - All Items (F2097)
Change Preliminary Billing Document [page ] 83 Billing Clerk Manage Preliminary Billing Documents (F2875)
Create Partial Billing Document (Optional) [page ] 85 Billing Clerk Create Billing Documents - VF01 (VF01)
Create Billing Document [page ] 86 Billing Clerk Create Billing Documents (F0798) The Create Billing Document screen dis-
plays.
Create Attachment for Billing (Optional) [page ] 88 Billing Clerk Display Billing Documents (VF03) The Display Billing Document screen dis-
plays.

4 Test Procedures
This section describes procedures for each process step that belongs to this scope item.
The Enterprise Search function provides a central entry point for finding business objects in your company from different sources using a single search request. You can search for objects such as:
apps, fact sheets for business objects. From the data found, you can go directly to the respective apps and fact sheets to display, edit the data or find related objects.
How to access and check a fact sheet:
1. Log on to the SAP Fiori launchpad as a respective user, for example, Internal Sales Representative.
2. Access the Enterprise Search Bar by choosing the magnifying glass icon in the upper right corner.
3. The Enterprise Search bar displays two filter fields next to the search icon: all dropdown menu and a search field. Enter your Search Criteria and choose the business object type, for example, se -
lect Sales orders from the dropdown menu, and enter a sales order number in the search field and choose Search, the sales order lists.
4. Choose the sales order number link. The system navigates to the fact sheet screen and sales order related information is integrated and summarized in one Fiori page. You can get detailed data by
choosing the corresponding links.
There are fact sheets available for the following objects (visible depending on the assigned role):
● Sales order
● Quotation
● Billing document
● Credit Memo
● Debit Memo
● Customer 360 Fact sheet
4.1 Set Credit Limit (Optional)

Follow the procedure for Set Credit Limit process steps in the Basic Credit Management (BD6) scope item.
Purpose
In this process, a credit limit is set for the used customer.

Procedure
Complete all the activities described in the test script of Basic Credit Management (BD6) scope item.
Note The credit limit currency in all company codes is set to use the group currency which is defined when the solution is activated.
4.2 Complete Sales Quotation (Optional)
Purpose
This scope item describes the process for a standard sales quotation.
Procedure
Complete all the activities described in the test script of Sales Quotation (BDG) scope item.
If you want to use the optional link between Sales Quotation (BDG) and Sell from Stock (BD9) scope items, this reference only works if you use consistent master data (such as Business Partner for
the customer quotation and the customer sales order).
4.3 Create Sales Order
Test Administration
Business Role(s)

Purpose
This process step shows you how to create a sales order.
Procedure
Test Test Step Instruction Expected Result Pass /

Step Name Fail /
# Com-
ment
1 Log On Log on to the SAP Fiori launchpad The SAP Fiori launchpad displays.
as an Internal Sales Representative.
2 Access the Open Manage Sales Orders The Manage Sales Order screen displays.
App (F1873).
3 Navigate On the Manage Sales Order screen,

to Create choose Create, and choose Create
Order Sales Orders - VA01.
Screen
4 Enter Data On the Create Sales Order screen,

make the following entries and
choose Enter:
● Order Type: OR
● Sales Organization: 1010
● Distribution Channel: 10
● Division: 00
5 Enter Or- If you would like to use listing and

der De- exclusion, continue with Enter
tails listed/ excluded Material Numbers
step.
If you would like to use customer
material record information, con-
tinue with Enter Customer Material
Number step.
Step Name Fail /
# Com-
ment
On the Create Standard Order: Over-
view screen, make the following en-
tries:
● Sold-to Party: 10100003
● Ship-to Party: 10100003
● Customer References: <PO
number>
Note If you have done the Pre-
requisite steps for Create Sales
orders with selling recom-
mender, you will get items pro-
posed in the sales order based on
your historical data. You can
choose Copy Prod. Proposal Qty
to fulfill the quantities, or main-
tain them manually, for the items
you don’t need, keep the quan-
tity blank.
● Material Number: <Material
Number>
To use Bundling Functionality
in Context of IFRS15, create a
sales order with two line items,
use material IF11 for the first
line item, and IF12 for the sec-
ond line item.
For further information regard-
ing bundling functionality in
context of IFRS 15, refer to SAP
Note 2524569.
● Quantity: <Quantity>
If you would like to use Sales order
approval workflow, please maintain:
Step Name Fail /
# Com-
ment
Order Reason: 005
If you would like to use item pro-
posal, continue with the next step.
6 Copy Item On the Create Standard Order: Over- Material and quantity recorded in item proposal are copied to sales order item.
Proposal view screen, choose Propose Items.
to Sales In the Propose Items dialog box, in-
Order put item proposal created in prelimi-
(Optional) nary step in Sales Document.
Then choose Default with Quantity.
7 Check If you used Product Hierarchy rele- Product Hierarchy information and relevant discount condi-tion type appears.
Product vant Material, On the Create Stan-
Hierarchy dard Order: Overview screen,
informa- choose the line item for Product Hi-
tion (Op- erarchy Material, and choose Dis-
tioinal) play Item Details Botton.
On the Create Standard Order: Item
Data Screen, Navigate to Sales B
tab, check the Product Hierarchy in-
formation under Product Hierarchy
(Purpose: Sales)
Navigate to Conditions tab, check
the Product Hierarchy condition
DPH1.
Choose Back to back to header level.
8 Enter Data On the Create Standard Order: Over- ● Material TG11 is listed, and can be entered without error message.
(Optional) view screen, make the following en- ● Material TG12 is excluded. Message Material TG12 has been excluded appears.
tries:
● Material TG20 is not listed. Message Material TG20 is not listed and therefore not al-
Sold-to Party: 10100008
lowed is processed.
Ship-to Party: 10100008
You can use extra controls into product (material) listing and exclusion and influence product salability according
Customer References: <Customer to your business needs. please check link :
References>. Enter a customer
Step Name Fail /
# Com-
ment
purchase order number as reference. https://help.sap.com/viewer/DRAFT/a376cd9ea00d476b96f18dea1247e6a5/2005.500/en-US/7df6956ef-
Enter the following Material Num- b9245c898a36c05f4b81efe.html
bers: TG11, TG12 and TG20
Quantity: <Quantity> For exam-
ple, 1 PC.
9 Remove If you have selected the customer for Sales Order can be saved only if materials TG12 and TG20 have been removed.
Not Listed listing/ exclusion, remove Materials
Materials TG12 and TG20 if a dialog box ap-
(Optional) pears.
10 Enter Cus- On the Create Standard Order: Over- ● Material TG11 is automatically determined from customer material info record, and copied into the sales order. If
tomer Ma- view screen, make the following en- the sales unit is maintained in the customer's material info record, it will be automatically determined and displayed
terial tries: in the Sales Unit field.
Number ● Sold-to Party: 10100009 ● You can open Manage Customer Material to edit, or to display the customer material information.
(Optional)
● Ship-to Party: 10100009
● Customer References: <Cus-
tomer References>. Enter
a customer purchase order num-
ber as reference.
● Customer Material Number:
<Description from Cus-
tomer Material Info.
Record>, such as
CUS_DE_TG11.
● Quantity: <Quantity>. For
example, 1 PC.
11 Save Doc- Choose Save. Make a note of the The order is saved and the order confirmation is printed out.
ument sales order number: __________.
If you have installed the Free Goods
Processing scope item in your sys-
tem, and used material TG11 and
customer 10100001, the following
Step Name Fail /
# Com-
ment
warning may appear: Minimum
quantity 1.000 PC of free goods has
not been reached. To skip this warn-
ing, choose Enter.
If you are using TG12 in testing, the
following warning may appear: Re-
order point for item
000010 has been ex-
ceeded: 10 PC. To skip this
warning, choose Enter.
● If Advanced Available-to-Promise Processing(1JW), the price relevant scope item, is activated, Product Allocation Check can be carried out when allocations are set up (done from 1JW). In any
cases, a PAC Product Allocation Check is carried out. Based on the results of the checks, if requested availability cannot be fulfilled, the delivery proposal screen during sales order processing
shows up and you decide based on the results of the checks.
● In a case where only Basic Available-to-Promise Processing (2LN) scope item is activated, the system triggers an availability check (no allocation check) and provides deliver proposal if the
availability situation cannot be fulfilled.
Printing form- Output Management
# ment
2 Access the App Open Manage Sales Orders (F1873). The Manage Sales Order screen displays.
3 Search for Sales Order Enter search terms in filter bar and choose Go Sales order is displayed in result list.
For example, enter sales order number in Sales Order field.
4 Navigate to Sales Order Click sales order number, and choose Display Sales Orders. The Display Sales Orders xxx: Overview
Screen Note If there is not a Display Sales Orders, then click More Links. Select Dis- screen displays.
play Sales Orders, and choose OK.

# ment
5 Check Output Condition On the Display Standard Order xxx: Overview screen, choose Header Output The document displays.
Preview .
It can also be navigated to a fact sheet screen in the Manage Sales Orders app:
1. On Manage Sales Orders screen, enter search terms in filter bar, and choose Go.
2. In search result, click your sales order number, and choose sales order number.
4.4 Create Sales Order Using IFRS15 Bundling Functionality (Optional)
Test Administration
Business Role(s)
Procedure
If you created a sales order with two line items using material IF11 and IF12 in the section Create Sales Order [page ] 47, follow the process below.
For further information regarding bundling functionality in context of IFRS 15, please refer to SAP Note 2524569.

# ments
1 Log On Log on to the SAP Fiori launchpad as an Internal Sales Represen- The SAP Fiori launchpad displays.
# ments
tative.
2 Access the App Open Manage Sales Orders (F1873) The Manage Sales Orders screen displays.
3 Search for Sales Order Enter search term(s) in filter bar and choose Go Sales Order is displayed in result list.
For example, enter sales order number in Sales Order field.
4 Navigate to Sales Or- Click sales order number, and choose Display Sales Orders . The Display Sales Orders xxx: Overview screen displays.
der Screen Note If there is not a Display Sales Orders , click Define Links.
Select Display Sales Orders, and choose OK.
5 Check Condition Select the line item, and choose Item Conditions. The standalone selling price is displayed under condition type PSAM
Types in the Amounts and Condition Value fields.
4.5 Create Attachment for Sales Order (Optional)
Test Administration
Business Role(s)
Purpose
This process step shows you how to create attachment for a sales order.

Procedure

# ments
2 Access the App Open Manage Sales Orders (F1873). The Manage Sales Orders screen displays.
3 Navigate to Change Sales Or- On the Manage Sales Orders screen, enter the respective order number created in
der Screen previous step and choose Go.
Click the sales order number and choose Change Sales Order - VA02.
4 Create Attachment for Sales Choose Services for Object on the top right corner of screen, choose Create At- The File Upload screen displays.
Order tachment.
5 Import File Choose OK in the File Upload dialog box. The attachment was successfully created.
In the Open view, choose local path and file, and choose Open.
6 Check Attachment Choose Services for Object on top right corner of screen, choose Attachment Attachment brings up on the Service: Attach-
List. ment list screen.
4.6 Review Blocked Sales Orders (Optional)

Follow the procesure for Review Blocked Sales Orders process step in the Basic Credit Management (BD6) scope item.
Purpose
In this process you review the sales orders that might have been blocked due to the credit limit check.
Procedure
Complete the activities of Review and Release or Reject a Sales Order described in the test script of Basic Credit Management (BD6) scope item.

4.7 Process Sales Order Approval (Optional)
Note Only relevant if below conditions are fulfilled:
1. Approval reason(s) is defined and assigned, details refer to the Define and Assign Approval Reasons chapter.
2. The Cloud BAdI that returns an approval reasons is implemented, details refer to the Implement Cloud BADI chapter.
3. Order reason is 005.
4.7.1 Withdraw from Approval
Test Administration
Business Role(s)
Purpose
This process step shows you how to withdraw order approval.
Prerequisites
Sales manager has not yet made an approval decision.

Procedure
Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment
2 Access the App Open Manage Sales Orders (F1873). The Manage Sales Orders screen
displays.
3 Navigate to Display Sales On the Manage Sales Orders screen, enter the respective order number created in pre- The Display xxx Order xxx: Over-
Order Screen vious step in the Sales Order and choose Go. view screen displays.
Choose the sales order line that displays and choose the arrow.
4 Withdraw Approval Request In the menu bar at the top, choose More > Edit > Additional Functions > Withdraw The approval request is withdrawn.
Approval Request. The Change xxx Order xxx: Over-
Choose Continue to confirm the information shown as The approval request view screen displays.
for sales document XXXXXXX was withdrawn.
5 Change Sales Order On the Change xxx Order xxx: Overview screen, make some changes, for example: Approval status is changed to In Ap-
Valid to: <Enter a Date> proval.
4.7.2 Approve/Reject/Rework Sales Order
Test Administration
Business Role(s)

Purpose
This process step shows you how to make approval decision: release, reject or request rework.
Prerequisites
Approval status of the order is In Approval.
Procedure
# ment
1 Log On Log on to the SAP Fiori launchpad as a Sales Manager. The SAP Fiori launchpad displays.
2 Receive Notification Open My Inbox - All Items (F2097). The Inbox screen displays.
Note You can also choose Notifications icon on the top-right corner to
navigate to My Inbox screen.
3 Refresh Choose Refresh if necessary. Inbox is refreshed.
4 Approve/Reject/Rework You receive the notification of the order. Choose one from the options on The Submit Decision dialog box displays.
Order the bottom bar.
Option 1: Release
Option 2: Reject
Option 3: Request Rework
5 Sumbit Enter some comments and choose Submit. Based on above decisions, choose next steps ac-
cordingly:
• Release: the whole process ends, no subsequent
step is needed.
• Reject: the whole process ends, no subsequent
step is needed.
• Request Rework: go to Rework Sales order
chapter.

4.7.3 Rework Sales Order
Only relevant if the workflow is set as Request rework by sales manager previously.
Test Administration
Business Role(s)
Purpose
This process step shows you how to check the notifications.
Prerequisite
Approval status of the sales order is To be reworked.

Procedure
# ment
1 Log On Log on to the SAP Fiori launchpad as an Internal Sales Representa- The SAP Fiori launchpad displays.
tive.
2 Receive Notifi- Open My Inbox - All Items (F2097). The Inbox screen displays.
cation Note You can also choose Notifications icon on the top-right corner to
navigate to My Inbox screen.
4 Check Inbox Check the inbox items with relative sales order. Orders which needs to be reworked are displayed.
• If rework is not required, sales representative can set Rework
not Required in the inbox.
• If rework is required, go to Change Sales Order chapter.
4.7.3.2 Change Sales Order
Test Administration
Business Role(s)

Purpose
This process step shows you how to change sales order.
Prerequisites
Approval status of the sales order is rework.
Procedure

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as an Internal Sales Representa- The SAP Fiori launchpad displays.
tive.
2 Access the App Open Manage Sales Orders (F1873). The Manage Sales Orders screen displays.
3 Navigate to Display On the Manage Sales Orders screen, enter the respective order The Display xxx Order xxx: Overview screen displays.
Sales Order Screen number created in previous step in the Sales Order and choose Go.
Choose the arrow of the sales order line that displays.
4 Navigate to Sales Order Choose Change. The Change xxx Order xxx: Overview screen displays.
Screen
5 Change Sales Order On the Change xxx Order xxx: Overview screen, make some Approval status is changed to In Approval if the order amoun is
changes and save, for example: higher than amount set in Implement Cloud BADI chapter.
Order Quantity: <Enter a New Quantity> If amount >500 USD, go to Process Sales Order Approval
chapter.

4.8 Advanced Available-to-Promise Processing (Optional)
Purpose
Follow the procedures in the Advanced Available-to-Promise Processing (1JW) scope item. This scope item describes the optional process for Advanced Available-to-Promise Processing.
1. From 1JW, the user can Trigger /Schedule BOP, execute a BOP Run and Monitor BOP Run.
2. From 1JW, the user can execute Release for Delivery.
Procedure
Complete all the activities described in the test script of Advanced Available-to-Promise Processing (1JW) scope item.
4.9 Create Delivery
Test Administration
Business Role(s)
Purpose
This process step shows you how to create delivery.

Procedure

# ments
1 Log On Log on to the SAP Fiori launchpad as a Shipping Spe-
cialist.
2 Access the App Open Create Outbound Deliveries - From Sales Or- The Create Outbound Deliveries - From Sales Orders screen displays.
ders (F0869A).
3 Search Sales Or- Make the following entries and choose Go:
der ● Shipping Point: 1010
● Planned Creation Date: <Delivery selec-
tion date>
● Sales Document: Sales order number
created previously
4 Create Delivery Select your sales order items and choose Create De- Creation of a delivery is triggered.
liveries.
5 Check Details Choose Display Log. The Analyze Delivery Log screen displays, delivery is created successfully. Delivery
number displays on Deliveries tab.
Note Depending on the scope item settings, the availability is checked at the delivery creation using the available inventory and replenishment lead time. Without sufficient stock, the created delivery
has no confirmed quantities, and therefore does not start the warehouse management picking process. As soon as there is sufficient stock for delivery creation, the system creates a delivery with the
starting of the picking process in warehouse management.
To avoid open deliveries, ensure there is sufficient inventory quantity at the time for delivery creation. Additionally, you have the following options to restrict the creation of deliveries with no con -
firmed quantities.
You may increase the replenishment lead time which is used during the availability check (has to be larger than the selection period used for delivery creation).
You may change the customization settings for the incompleteness procedure for delivery creation, so that only complete deliveries may be saved.
You may change the customization settings for the used delivery-item-category. The Check quantity 0 field must be adapted to B = Situation Rejected with An Error Message.
Note With the Analyze Delivery Logs app, you can display an overview about the logs of all the deliveries which have been created in your system. You can filter by, for example, Created by and
other additional settings. If you select the arrow on the right of each delivery log entry you can display the exact message type and text and also the related sales document.

Printing form
# ment
1 Log On Log on to the SAP Fiori launchpad as a Shipping Specialist. The SAP Fiori launchpad displays.
2 Access the App Open Change Outbound Delivery (VL02N)
3 Issue Delivery On the Change Outbound Delivery (VL02N) screen, enter the Delivery Number, and The Delivery: Output screen dis-
Output choose Continue. plays.
From the Delivery xxxxxxxx Change: Overview screen, choose More > Extras > Delivery
Output > Output Control.
4 Print Preview On the Delivery: Output screen, select the line with the DELIVERY_PICK_LIST Output A preview of the print document is
Type, and choose Display PDF Document. displayed.
5 Print Delivery Pick From the preview of the document, choose Print. The delivery pick list is printed.
List
4.10 Handling Unit Management (Optional)
Purpose
You can execute packing for delivery items right in a outbound delivery.
Procedure
Complete all the activities described in the test script of Handling Unit Management (4MM) scope item.

4.11 Create Attachment for Delivery (Optional)
Test Administration
Business Role(s)
Purpose
This process step shows you how to create attachment for delivery.
Procedure

# ments
2 Access the App Open Display Outbound Delivery (VL03N). The Display Outbound Delivery: Initial
screen displays.
3 Enter Outbound Delivery In the Outbound Delivery field, enter <the outbound delivery number cre- The Display Outbound Delivery xxx: Over-
Number ated in previous step> and choose Continue. view screen displays.
4 Create Delivery Attach- Choose Services for Object on the top right corner of screen, choose Create and choose The File Upload screen displays.
ment Create Attachment.
5 Import File Choose OK in the File Upload dialog box. The attachment was successfully created.
In the Open view, choose local path and file, and choose Open.
# ments
6 Check Attachment Choose Services for Object on the top right corner of screen, then choose Attachment Attachment shows up on Service: Attach-
List. ment List screen.
4.12 Execute Picking
Test Administration
Business Role(s)
Purpose
The picking process involves taking goods from a storage location and staging the right quantity in a picking area where the goods are prepared for shipping. This process step shows you how to pick
deliveries.
Procedure
# Comment
1 Log On Log on to the SAP Fiori launchpad as a Shipping Specialist. The SAP Fiori launchpad
displays.

# Comment
2 Access the App Open Manage Outbound Deliveries - VL06O (VL06O_CLOUD).
3 Choose Picking Choose For Picking.
4 Enter Shipping Point Make the following entries, and choose Execute:
● Shipping Point: 1010
Under the Picking Data tab, select
● Only Picking Without WM: X
5 Change Outbound De- From Day’s Workload for Picking, select your delivery number, and choose Change Outbound
liveries Deliveries.
6 Check Batch Split Choose the Picking tab, check if batch split exists in the Batch Split Indicator column.
7 Enter Picked Quantity ● If batch spilt exists, choose Batch Split Exists to expand sub item(s), enter <quantity equal
to delivery Qty> in Picked Qty field for sub item.
● If batch spilt doesn't exist, enter <quantity equal to delivery Qty> in Picked Qty
field for picking related item(s).
8 Choose Enter Choose Enter.
9 Save Choose Save. The delivery has been de-

cided.
4.13 Check Batches (Optional)
Test Administration
Business Role(s)

Purpose
This process step shows you how to check the batch number assigned to the material.
Prerequisites
Execute this step if batch management is used, such as TG21 and TG22.
Procedure
Test Step # Test Step Name Instruction Expected Result Comments

2 Access the App Open Change Outbound Delivery (VL02N).
3 Enter Outbound Delivery Num- In the Outbound Delivery field, enter <outbound delivery number>, and
ber choose Enter.
4 Check Batch Number Assign- If Expand Batch Split exists, go to the Batch field, and check the batch number Batch numbers are assigned to the materi-
ment assignment. als.
5 Save Document Choose Save.
4.14 Maintain Serial Numbers (Optional)
Test Administration

Business Role(s)
Purpose
This process step shows you how to maintain serial number to the material.
Prerequisites
Run this step if Serial Number is used, such as TG20.
Procedure

1 Log On Log on to the SAP Fiori launchpad as a Shipping Specialist. The SAP Fiori launchpad dis-
plays.
3 Enter Outbound Delivery Num- In the Outbound Delivery field, enter the outbound delivery number, and choose
ber Enter.
4 Navigate to Serial Numbers On the Delivery XXXXXXXXX Change: Overview screen, choose More > Extras > Serial
Numbers .
5 Maintain Serial Numbers On the Maintain Serial Numbers screen, choose Create serial number automatically and
choose Continue.
6 Save Document Choose Save.

4.15 Split Outbound Delivery (Optional)
Test Administration
Business Role(s)
Purpose
In this process step, you split up single or multiple items from an existing, completely picked Outbound Delivery and move them to a new delivery document before posting Goods Issue.
Procedure
# Comment
2 Access the App Open Split Outbound Delivery (VLSP).
3 Enter Shipping On the Split Outbound Delivery screen, make the following entry:
Point ● Shipping Point:1010
4 Enter Outbound To speed up selection, make the following entry on the same screen:
Delivery ● Outbound Delivery: <your Outbound Delivery Docu-
ment Number>
5 Choose Split Pro- In the Split Profile field, make the following entry, and select the fol-
file
# Comment
lowing value from the list:
● Split Profile: 0003 (Delivery Split - LE Components)
6 Start Selection Choose Execute. A list of outbound delivery items for the selected shipping
point and outbound delivery displays.
7 Select Items for ● Select the items that would become part of a new delivery or that ● The selected items display with a new delivery document
Split would be split from the current delivery. number.
● Enter <Split Quantity> and choose Save Split. ● The items not selected for the split still appear with the
former document number.
4.16 Add Freight Costs (Optional)
Test Administration
Business Role(s)
Purpose
This process step shows you how to add the actual freight costs to the Outbound Delivery after knowing the exact weights and freight charges.

Procedure

# ments
1 Log On Log on to the SAP Fiori launchpad as a Shipping Specialist.
3 Enter Outbound Deliv- On the Change Outbound Delivery screen, enter the outbound delivery
ery Number number, and choose Enter.
4 Open Conditions From the menu, choose More > Goto > Header > Conditions.
5 Enter Condition Type In the Condition Type column, input below entry (It’s allowed to enter each one or
all of them):
FPA1 - Packaging fee
FIN1 - Insurance fee
6 Enter Freight Cost In the Amount column, enter freight cost (such as , FPA1 10, FIN1 10).
The system distributes the entered amount across the delivery items. The distribu-
tion is executed on the basis of the net weight of each item.
7 Save Save your outbound delivery. Freight Costs are added to the Outbound Delivery
and will be later copied to the Invoice.
Note The system distributes the entered amount across the delivery items. The distribution is executed on the basis of the net weight of each item. See also SAP Note 1921287Pricing with Scale
Conditions in Delivery with Batch Split. When you use the POD functionality (proof of delivery), freight costs in the delivery are not adjusted according to the quantities, weight and volume reported
back in the POD. Freight costs are adjusted in the invoice based on POD.
4.17 Post Goods Issue
Test Administration

Business Role(s)
Purpose
This process step shows you how to post goods issues for delivery.
Procedure

2 Access the App Open Manage Outbound Deliveries - VL06O (VL06O_CLOUD).
3 Open Outbound Delivery Moni- Choose For Goods Issue. Make the following entries and choose Exe-
tor cute.
● Shipping Point: 1010
4 Post Good Issue Select your outbound delivery note, and choose Post Goods Issues. A message confirms the goods issue has been
Select today’s date from the dialog box, and choose Continue. posted.
Financial Posting
Material Debited Accounts Credited Accounts Cost Element / CO Object

Trading Good (HAWA) 51600000 13600000 none
Consptn Trde Gds Inventory TradingGd
When the bundling functionality in context of IFRS15 is tested, the financial document in IFRS ledger (Ledger Group 2L) with the adjusted revenue amount displays.
To check the financial document, use the Warehouse Clerk role, and access the Display Material Document List (MB51) app.
Printing Form
# ment
2 Access the App Open Display Outbound Delivery (VL03N). The Display Outbound Delivery (VL03N)
screen displays.
3 Issue Delivery In the Outbound Delivery field, enter <Outbound Delivery Number>, and The Delivery: Output screen displays.
Output choose Continue.
On the Delivery xxxxxxxx Display: Overview screen, choose More > Extras > Deliv-
ery Output > Output Control .
4 Print Preview On the Delivery: Output screen, select the line with the Output Type Delivery Note , A preview of the print document is dis-
and choose Display Document. played.
5 Print Delivery From the preview of the document, choose Print. The delivery note is printed.
Note
4.18 Proof of Delivery (Optional)
Test Administration
Business Role(s)

Purpose
In this activity, you record the quantities as confirmed by the respective customer after physical arrival of goods delivered. Thus document the right quantities that should become subject to billing to
this customer.
This is only possible for Outbound Deliveries if the customer master data have been maintained in a way that this customer is "POD-relevant" (on sales area level).
Procedure

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as a Shipping Specialist.
2 Access the App Open Change Outbound Delivery - Proof of Delivery (VLPOD).
3 Enter Outbound On the same screen, make the following entry, and choose Continue: The selected Outbound Delivery Document screen dis-
Delivery Outbound Delivery: <your Outbound Delivery Document Number> plays, and Overview POD tab becomes active.
4 Quantity Differ- If there is a quantity difference between shipping and receiving, go to step 5 and 6.
ence
5 Enter POD Deliv- In the line with the item for which a differing quantity was reported by the customer,
ery Reason (Op- make the following entry or select the following value from the list:
tional) Reason: <ZFG2(Underdelivery, reason unknown)>
6 Enter Deviation In the Quantity Difference field, go to Sales Unit (Qty Diffin Sales Un), enter <re- The quantity displayed for the respective item in the
(Optional) spective quantity (differs from the expected Delivery POD quantity field has been recalculated (Quantity Dif-
Quantity as per the Outbound Delivery Item)>, and choose En- ference subtracted from Delivery Quantity).
ter. The value for POD Status field has changed to B (Dif-
ferences Reported).
7 Confirm Delivery Choose Confirm Proof of Delivery. The POD Date field has been filled with the current
Proof date.
The value for the POD Status field has changed to C
(Confirmed).
8 Save Choose Save. The Outbound Delivery document is saved with confir-
mation for actually delivered quantities.
These will be used for the consecutive billing step.
4.19 Create Preliminary Billing Document (Optional)
Test Administration
Business Role(s)
Purpose
In this activity, the billing clerk creates preliminary billing documents based on these billing due list items, adjusts view settings and filters to customize your experience.
Procedure

# ments
1 Log On Log on to the SAP Fiori launchpad as a Billing Clerk. The SAP Fiori launchpad displays.
2 Access the App Open Create Preliminary Billing Documents (F2876). The Create Preliminary Billing Documents
screen displays.
3 Search for Billing Due List Items To enable a filter, type in a value directly to trigger autosuggest and press The Sales Document is displayed in the re-
Enter, or use the input help to choose a value. sult.
4 Define Preliminary Billing Settings Choose Preliminary Billing Settings at the bottom and make the following
settings:
● Set billing date and enter before creating Preliminary billing document -
OFF

# ments
● Create separate preliminary billing document for each item of billing due
list - OFF
● Display preliminary billing document after creation - ON
5 Adjusting Settings Choose Settings above the worklist to open the View Settings view.
Each of the four tabs (Columns, Sort, Filter, Group) lets you perform a dif-
ferent function.
● The Columns tab allows you to add or remove columns from the work-
list.
● You can search for the names of columns using the search field.
● You can choose Move Up or Move Down to change the order of the col-
umns in the worklist.
Choose Restore to restore the default.
6 Select An Item to Create Preliminary Select the document and choose Create The Manage Preliminary Billing Documents
Billing Document screen displays.
7 In the Manage Preliminary Billing The preliminary billing document with ID Pxxxxxxxx has been created. The system generates a Preliminary Billing
Documents App Document for billing.
8 Define Billing Settings Choose Billing Settings at the bottom and make the following settings:
● Automatically Post Billing Documents - OFF
● Display Billing Document after creation - ON
9 Select the Preliminary Billing Docu- Select the Preliminary Billing Document you have created and choose Cre- The system generates an invoice for sales
ment to be Invoiced ate Billing Document. document automatically.
If you finished the above steps and created both the preliminary billing document and billing document, then please skip the next step Create billing Document.
4.20 Process Preliminary Billing Approval (Optional)

Only relevant if below conditions are fulfilled:
1. Approval reason(s) is defined and assigned, details refer to the Define and Assign Approval Reasons chapter.
2. The Cloud BAdI that returns an approval reasons is implemented, details refer to the Implement Cloud BADI chapter.

3. Total amount of the order is not less than 500 USD.
4.20.1 Finalize the Preliminary Billing Document
Test Administration
Business Role(s)
Purpose
This process step shows you how to send the preliminary billing document to approval process by finalizing the preliminary billing document.
Prerequisites
Automatically finalize preliminary billing documents after creation has not been turned on in Preliminary Billing Settings at Create Preliminary Billing App.
Procedure

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as an Billing Clerk. The SAP Fiori launchpad displays.
2 Access the App Open Manage Preliminary Billing Documents (F2875). The Manage Preliminary Billing Documents
Step # Comment
screen displays.
3 Navigate to Display Pre- On the Manage Preliminary Billing Documents screen, enter the preliminary billing The Preliminary Billing Document displays.
liminary Billing Docu- document number created in previous step in the Preliminary Billing Document and
ment Screen choose Go.
4 Finalize the Preliminary Highlight the Preliminary Billing Document by choosing the checkbox in front of The preliminary billing document is finalized and
Billing Document the preliminary billing document number, choose Finalize. goes into approval process if it meets approval cri-
Note If Automatically finalize preliminary billing documents after creation is teria set in prelimianry steps.
turned on in Preliminary Billing Settings at Create Preliminary Billing App, the
document will set to Finalized status and In Approval status automatically.
4.20.2 Rework from Approval
Test Administration
Business Role(s)
Purpose
This process step shows you how to rework preliminary billing document from approval process.

Prerequisites
Preliminary Billing Document approver(s) have not made approval decision yet.
Procedure

Step # Comment
2 Access the App Open Manage Preliminary Billing Documents (F2875). The Manage Preliminary Billing Docu-
ments screen displays.
3 Navigate to Display On the Manage Preliminary Billing Documents screen, enter the Preliminary Billing The Display Preliminary Billing Docu-
Sales Order Screen Documents number created in previous step in the Preliminary Billing Documents and ments xxx: Overview of items screen dis-
choose Go. plays.
Choose the Preliminary Billing Documents line that displays and choose the arrow.
4 Rework Request In the menu bar at the top, choose Change and then choose Rework. The approval request is withdrawn.
The Change Preliminary Billing Document
xxx: Overview of items screen displays.
5 Change Preliminary On the Change Preliminary Billing Document xxx: Overview of items screen, make Approval status is changed to In Approval.
Billing Document some changes and choose Save.
4.20.3 Approve/Reject/Rework Preliminary Billing Document
Test Administration

Business Role(s)
Purpose
This process step shows you how to make approval decision: release, reject or request rework.
Prerequisites
Approval status of the order is In Approval.
Procedure
# Comment
1 Log On Log on to the SAP Fiori launchpad as a Billing approver you set The SAP Fiori launchpad displays.
in preliminary step.
2 Receive Notification Open My Inbox - All Items (F2097). The Inbox screen displays.
Note You can also choose Notifications icon on the top-right cor-
ner to navigate to My Inbox screen.
4 Approve/Reject/Rework You receive the notification of the order. Choose one from the op- The Submit Decision dialog box displays.
Order tions on the bottom bar.
Option 1: Release
Option 2: Reject
Option 3: Request Rework
5 Sumbit Enter some comments and choose Submit. Based on above decisions, choose next steps accordingly:
• Release: this can be final status or document can send to
# Comment
approval again by using rework
• Reject: the whole process ends, no subsequent step is
needed.
• Request Rework: go to Rework Preliminary Billing Docu-
ment chapter.
4.20.4 Rework Preliminary Billing Document

Only relevant if the workflow is set as Request rework previously.
Test Administration
Business Role(s)
Purpose
This process step shows you how to check the notifications.

Prerequisite
Approval status of the preliminary billing document is to be reworked.
Procedure
# ment
2 Receive Notifica- Open My Inbox - All Items (F2097). The Inbox screen displays.
tion Note You can also choose Notifications icon on the top-right corner to nav-
igate to My Inbox screen.
4 Check Inbox Check the inbox items with relative sales order. Preliminary billing documents which need to be re-
worked are displayed.
4.20.4.2 Change Preliminary Billing Document
Test Administration
Business Role(s)

Purpose
This process step shows you how to change preliminary billing document.
Prerequisite
Approval status of the preliminary billing document is Rework.
Procedure

Step # Comment
2 Access the App Open Manage Preliminary Billing Documents (F2875). The Manage Preliminary Billing Documents screen dis-
plays.
3 Navigate to Display Pre-limi- On the Manage Preliminary Billing Documents screen, enter the re- The Display Preliminary Billing Document xxx: Overview
nary Billing Document spective preliminary billing document number created in previous of items screen displays.
Screen step and choose Go.
Click the arrow of the preliminary billing document line that dis-
plays.
4 Choose Change Choose Change. The Change Preliminary Billing Document xxx: Overview
of items screen displays.
5 Change Preliminary Billing Make the necessary changes to this preliminary billing document Approval status is changed to In Approval if the document
Document and save it. amount is higher than amount set in Imple-ment Cloud
BADI chapter.
If amount >500 EUR, go to Approve/ Reject/ Rework Pre-
liminary Billing Document chapter.

4.21 Create Partial Billing Document (Optional)
Test Administration
Business Role(s)
Purpose
In this activity, you create partial billing document. As described in 482506, partial billing does not support material with batch split.
Procedure

2 Access the App Open Create Billing Documents - VF01 (VF01). The Create Billing Document screen displays.
3 Input Delivery Number Make the following entry, and choose Selection List:
Document: <Delivery document>
4 Input Open Quantity Choose the item, change Open quantity to smaller quantity, then choose Copy.
5 Save Billing Document Choose Save. The system generates an invoice for billing.

4.22 Create Billing Document
Test Administration
Business Role(s)
Purpose
In this activity, you handle the billing.
Create Billing Document
Table 3: Overview
# Comment
2 Access the App Open Create Billing Documents (F0798). The Create Billing Documents
screen displays.
3 Define Billing Set- Choose Billing Settings in the bottom bar, you can make the following settings as below:
tings 1. Set billing date and type before billing: ON
2. Create separate billing document for each item of billing due list: OFF
3. Automatically post billing documents: ON
4. Display billing documents after creation: ON

# Comment
5. Choose delivery items to be billed and select quantities: OFF
4 Search for billing In the search condition, use criteria if necessary. Sales document(s) display in the re-
due list sult.
5 Select item(s) for Select row(s) of SD Document created previously and choose button Create Billing Documents. The Create Billing Document
billing screen displays.
6 Maintain Billing Choose billing type Invoice (F2) and maintain billing date, for example current date, then press The draft billing document with ID
Date button OK. Sxxxxxxxx displays.
7 Save Billing Doc- On the Billing Document screen, choose Save. The system generates an invoice for
ument The draft version billing document with ID Sxxxxxxxx turns into a saved billing document with billing.
ID xxxxxxxx, make a note of the billing document number: __________.
Financial Postings
Table 4: Overview
Material Debited Accounts Credited Accounts Cost Element / CO Object
Trading Good (HAWA) 10100003 41000000 none
Rcvbls Domestic DE 3 Rev Domestic Prod
22000000
Output tax (MWS)
21730000 (optional)
Freight Clrg MM
Note When the bundling functionality in context of IFRS15 is tested you can see the financial document created in the IFRS ledger (Ledger Group 2L).

Manage Billing Documents
Test Step Name Instruction Expected Result Pass / Fail /

Comment
1 Access the App Open Manage Billing Documents (F0797). The Manage Billing Document screen displays.
2 Search Billing Document Enter the Billing document number recorded in previous step. Choose Enter. The billing document created in previous step dis-
plays
3 Display Billing document Select the billing document item, and choose Display. The billing document displays.
4 Check Output Condition Choose the last assignment block - Output Items. There is one entry in the item and the output type is
BILLING_DOCUMENT
5 Display Print Preview Choose Preview. Preview for PDF document displays.
6 Cancel Billing Document Select certain billing document and choose Cancel Billing Docs. Message Billing Document Canceled dis-
(Optional) plays.
7 Update New Attachment In the Edit mode, add, delete and update the attachments. Save your changes by
(Optional) pressing Save button in the footer bar.
8 Update New Text (Op- In the Edit mode, you can add, delete and update these texts. Save your changes
tional) by pressing Save button in the footer bar.
4.23 Create Attachment for Billing (Optional)
Test Administration
Business Role(s)

Purpose
This process step shows you how to create an attachment for a billing document.
Procedure
Test Step Test Step Name Instruction Expected Result Comments

#
2 Access the App Open Manage Billing Documents (F0797). The Manage Billing Document screen
displays.
3 Search Billing Make the following entry, and choose Enter:

Billing Document: <Billing Document Number Created Previously>
4 Choose Billing Num- On the Manage Billing Documents screen, select your billing document created in the previous The Billing Document screen displays.
ber step, and choose Display.
5 Edit On the Billing Documents screen, choose Edit.
6 Create Billing Attach- Scroll down and choose Upload in the ATTACHMENTS section. The Open File screen displays.
ment
7 Import File In the Open window, select a local path or file and choose Open. The attachment is successfully created.
Choose Save.
8 Check Attachment In the ATTACHMENTS section, you can see the uploaded document. Choose the document
you want to open.

5 Appendix
5.1 Process Integration

The process to be tested in this test script is part of a chain of integrated processes.
5.1.1 Succeeding Processes

After completing the activities in this test script, you can continue testing the following business processes:
Scope Item Business Condition

J59 - Accounts Receivable Posting a Customer Invoice in Accounting and so on.
Using the master data from this document, complete the following activities described in the test script:
• Accounts Receivable (Sections Posting a Customer Invoice in Accounting, Overdue Receivables, Display Customer Balances, Manage Customer Line
Items)
BKK - Sales Order Fulfillment This scope item describes the collection of periodic activities, such as day ending activities or legal requirements.
Monitoring and Operations(Op- ● Using the master data from this document, complete all the activities described in the Test Script of the scope item: Sales Order Fulfillment Monitoring
tional) and Operations (BKK) (Chapters Review Sales Documents blocked for billing , Review Billing Due List, Review Log of collective invoice creation and
Review List Blocked (for accounting) Billing Documents).

5.2 Scheduling Job (alternative)
5.2.1 Job Scheduling for Delivery Creation (Alternative)
Test Administration
Business Role(s)
Purpose
This process step shows you how to schedule a background job for creating outbound deliveries.
This app can be used as an alternative instead of the manual creation of outbound deliveries.
Procedure
# Comment
2 Access the App Open Schedule Delivery Creation (F2228). The Application Jobs screen displays. The app automatically
shows the history of application jobs.
3 Create Delivery Cre- Choose New to define a new job. The New Job screen displays. The Job Template should be
ation Schedule defaulted as Schedule Delivery Creation.

# Comment
4 Job Parameters Define scheduling options and parameters for the batch job if neces- The system displays the message Go ahead and
sary, then choose Check. schedule the job.
5 Schedule Choose Schedule. A delivery creation job is scheduled. Screen goes back to
Application Jobs.
6 Check Delivery Cre- On the Application Jobs screen, after job item’s status turned to Fin- The job log details displays.
ation Job Log ish, choose Status symbol in the Log column.
Note Choose the Magnifier, and the job list will refresh.
5.2.2 Job Scheduling for Goods Issue Deliveries (Alternative)
Test Administration
Business Role(s)
Purpose
This process step shows you how to schedule a background job for goods issue posting with reference to outbound deliveries.
This app can be used as an alternative instead of the manual goods issue posting for outbound deliveries.

Procedure

Step # Comment
2 Access the App Open Schedule Goods Issue for Deliveries (F2259). The Application Jobs screen displays. The app automatically
3 Create Goods Issue Deliv- Choose New to define a new job. The New Job screen displays. The Job Template should be de-
eries Schedule faulted as Schedule goods issue for Deliveries.
4 Job Parameters Define scheduling options and parameters for the batch job if The system displays the message Go ahead and sched-
necessary, then choose Check. ule the job.
5 Schedule Choose Schedule. A schedule goods issue for deliveries job is scheduled. The
screen goes back to Application Jobs.
6 Check Goods Issue Deliv- On the Application Jobs screen, after job item’s status turned to The job log details are displayed.
eries Job Log Finish, choose Status symbol in the Log column.
5.2.3 Job Scheduling for Preliminary Billing Documents Creation (Alternative)
Test Administration
Business Role(s)

Purpose
This process step shows you how to schedule a background job for creating preliminary billing documents.
This app can be used as an alternative instead of the manual creation of preliminary billing documents.
Procedure
# Comment
2 Access the App Open Schedule Creation of Preliminary Billing Docu- The Application Jobs screen displays. The app automatically
ments (F4563). shows the history of application jobs.
3 Create Preliminary Billing Choose New to define a new job for preliminary billing The New Job screen displays. Job Template defaultly should be
Creation Schedule creation. Preliminary Billing Document Creation.
4 Job Parameters Define scheduling options and parameters for the batch The system displays the message You can go ahead and
job if necessary. schedule the job.
Choose Check.
5 Schedule Choose Schedule. A preliminary billing creation job is scheduled. Screen goes back
to Application Jobs.
6 Check Preliminary Billing On the Application Jobs screen, after job item’s status The log details displays.
Creation Job Log turned to Finish, choose Job Log.
Note Choose Go, and the job list will refresh.
5.2.4 Job Scheduling for Billing Creation (Alternative)
Test Administration

Business Role(s)
Purpose
This process step shows you how to schedule a background job for creation billing documents.
This app can be used as an alternative instead of the manual creation of billing documents.
Procedure
# Comment
2 Access the App Open Schedule Billing Creation (F1519). The Application Jobs screen displays. The app automatically
3 Create Billing Creation Choose Create to define a new job for billing creation. The New Job screen displays. Job Template should default as
Schedule Schedule Billing Creation.
4 Job Parameters Define scheduling options and parameters for the batch job The system displays the message Go ahead and schedule
if necessary. the job.
Choose Check.
5 Schedule Choose Schedule. A billing creation job is scheduled. Screen goes back to Applica-
tion Jobs.
6 Check Billing Creation On the Application Jobs screen, after job item’s status The log details display.
Job Log turned to Finish, choose Job Log.

5.2.5 Job Scheduling for Billing Release (Alternative)
Test Administration
Business Role(s)
Purpose
This process step shows you how to schedule a background job for release billing documents to accounting.
This app can be used as an alternative instead of the manual release to accounting for billing documents.
Procedure
# Comment
2 Access the App Open Schedule Billing Release (F1518). The Application Jobs screen displays. The app automatically
3 Create Billing Release Choose New to define a new job for billing creation. The New Job screen displays. Job Template defaultly should be
Schedule Schedule Billing Release.
Choose Check.

# Comment
5 Schedule Choose Schedule. A billing release job is scheduled. Return to Application Jobs.
6 Check Billing Release On the Application Jobs screen, after job item’s status The log details displays.
Note Choose Magnifier, and the job list will refresh.
5.2.6 Job Scheduling for Billing Output (Alternative)
Test Administration
Business Role(s)
Purpose
This process step shows you how to schedule a background job for when and how billing documents are sent to customer.
Procedure
# Comment
# Comment
2 Access the App Open Schedule Billing Output (F1510). The Application Jobs screen displays. The app automatically
3 Create Billing Output Choose New to define a new job for billing creation. The New Job screen displays. Job Template should default as
Schedule Schedule Billing Output.
Choose Check.
5 Schedule Choose Schedule. A billing release job is scheduled. Return to Application Jobs.
6 Check Billing Output On the Application Jobs screen, after job item’s status The log details display.
Note Choose Magnifier, and the job list will refresh.

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Sell from Stock (BD9_DE) PUBLIC

Purpose Error: Reference source not found 1

Test Script PUBLIC

Sell from Stock (BD9_DE)

Sell from Stock (BD9_DE) PUBLIC

Sell from Stock (BD9_DE) PUBLIC

Sell from Stock (BD9_DE) PUBLIC

2.1 System Access

Sell from Stock (BD9_DE) PUBLIC

Shipping Specialist SAP_BR_SHIPPING_SPECIAL- Shipping Specialist SAP_BR_SHIPPING_SPECIAL-

Warehouse Clerk SAP_BR_WAREHOUSE_CLERK Warehouse Clerk SAP_BR_WAREHOUSE_CLERK

Billing Clerk SAP_BR_BILLING_CLERK Billing Clerk SAP_BR_BILLING_CLERK

Credit Controller SAP_BR_CREDIT_CONTROLLER Credit Controller SAP_BR_CREDIT_CONTROLLER

Sales Manager SAP_BR_SALES_MANAGER Sales Manager SAP_BR_SALES_MANAGER

Business Process Specialist SAP_BR_BUSINESS_PROCESS_S Business Process Specialist SAP_BR_BUSINESS_PROCESS_S

Administrator SAP_BR_ADMINISTRATOR Administrator SAP_BR_ADMINISTRATOR

Pricing Specialist SAP_BR_PRICING_SPECIALIST Pricing Specialist SAP_BR_PRICING_SPECIALIST

2.3 Master Data, Organizational Data, and Other Data

Master / Org. Value Master / Org. Data Details Comments

Sell from Stock (BD9_DE) PUBLIC

Material SM0001 Service Material 01

Sell from Stock (BD9_DE) PUBLIC

Ship-to Party 10100003 Domestic DE Customer 3

Payer 10100003 Customer domestic 03

Storage Loca- 101A

Shipping Point 1010

Sales Organiza- 1010

BND Create Customer Master

2YX Create Customer-Material Info Record

2.4 Additional Manual Configuration

2.5 Business Conditions

Scope Item Business Condition

Sell from Stock (BD9_DE) PUBLIC

2.6.1 Set Initial Stock for Material

To execute this scope item, the materials must be available in stock.

Test Test Step Name Instruction Expected Result Com-

9 Save Your Entries Choose Post.

Material Debited Accounts Credited Accounts

2.6.2 Set Relevant for Proof of Delivery in BP Master Data

6 Set POD - Relevant Select POD - Relevant checkbox.

7 Save Choose Save.

2.6.3 Create Template Item Proposal (Optional)

Sell from Stock (BD9_DE) PUBLIC

5 Enter Item Proposal De- In the Material tab, choose Create:

6 Save the Entry Choose Save.

2.6.4 Create Condition Records (Optional)

Sell from Stock (BD9_DE) PUBLIC

2.6.5 Product Hierarchy

2.6.5.1 Extend Product Hierarchy Materials (Optional)

2 Access the App Open Create Material (MM01)

3 Search for materials Make below entries and choose Continue

Sell from Stock (BD9_DE) PUBLIC

Sell from Stock (BD9_DE) PUBLIC

Sell from Stock (BD9_DE) PUBLIC

3 Pricing Condition On the Change Condition Records view, enter the following information:

Sell from Stock (BD9_DE) PUBLIC

2.6.5.3 Maintain Product Hierarchy to Distribution Chain (Optional)

Sell from Stock (BD9_DE) PUBLIC

5 Save the Entry Choose Create.