SAP VA01 - Create Sales Order

Use these steps to create a sales (or project) order for the purpose of billing a cost reimbursable project. The sales order is the document that links the sponsor to the project.

  1. Get started (SAP menu path, fast path)
  2. Create sales order: initial screen
  3. Create project order: overview
  4. Create Variant to simplify VA01 data entry

1. Get Started

2. Create Sales Order: initial screen

Create sales order: initial screen

  1. Order Type: (Use default = "ZPS" for Project Order)

  2. Organizational data: (Use defaults)

    Sales organization ("1000" for Sponsored Billing)

    Distribution channel ("10" for MIT Distribution Channel)

    Division ("10" for MIT Division)

  3. or ENTER
    The Create Project: Overview screen displays, as shown below.

3. Create Project Order: overview

Create project order: item overview

  1. Sold-to party (type in 10-digit sponsor ID number, as shown below)

  2. In Material field of first line item: (type PROJECT to identify as sales order for sponsor billing, as shown below)

  3. (or ENTER)
    Result: A field for entering the WBS element displays, as shown below.

Create project order: item overview - Material

  1. WBS element (type in 7-digit WBS number for project)

  2. Click on save or F11 to SAVE.

    A message states that Project order XXXX has been saved.

4. Create Variant to simplify VA01 data entry

  1. Run VA01 as described in step 1, so that the "Create Project Order: overview" screen displays (shown at start of step 3).

  2. On Item Overview tab, scroll to right to find WBS element column (about half way across).

  3. Click on column title, WBS Element; hold and drag all the way to left; then drop next to Material column, as shown below.

Create project order: item overview - WBS element

  1. Click on tiny (multicolored) icon above vertical scroll bar (shown above, to far right) to display Table Settings dialogue box, shown below.

    Table settings

  2. Under Maintain Variants, type name for Variant, for example "my_settings" (leaving Use as standard setting checked); click on Create; then click on Save button to close dialogue box.

    From now on, the WBS element column displays next to Material column when you run VA01.

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