1. Log into SAP
2. Select “Sales – A/R”
3. Select “Sales – Order”
Figure 1:
4. Enter the “Customer ID” or select Tab to pull up a master list of all customers
5. Enter a “Customer Ref. No.”, optional
6. Select the “BP Currency” or leave at default
7. Enter the “Delivery Date”
8. Select “Item / Service Type” (in above example “Item” is selected because the order is for an Inventory Item)
9. Enter the “Item No.” or select Tab to pull up a master list of all Items / Services (See Figure 2).
Figure 2:
10. Select the “Whse” location of the item or leave at default
11. Enter the “Quantity” ordered
12. Review “Item Availability Check” and select appropriate action
13. Enter the “Unit Price” or leave at default (price that is setup in the system)
14. Enter a “Discount %” if applicable
15. Select the appropriate “Tax Code” using the down arrow
Figure 4:
16. The system auto fills in the “Total (LC)”
17. Enter a line item for “Shipping” charges, if applicable
18. Select the “Sales Employee” using the down arrow
19. Enter “Remarks” optional (special instructions)
20. Review Total, Discount, Freight & Tax on right-hand corner of screen
21. Choose “Add” to place the order