Sales order approval for Retail Trade

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today we will discuss about status profile or sales order approval process in sap SP okay generally uh generally in business cases sales order creation team they can create sales orders after some of the teams the higher management are some other departments they can review and they can approve the sales order then only then only they can able to to delivery are building that purpose we can use sales order status profile okay sales status proper um in generally any comp any of the organization order management order management team can be created sales order initially it is created still after that multiple teams they need to review and approve then only they can do example example sales order creation team they have created sales order after that OTC team need to approve it okay once it is approved to go to plan Finance team on spine and steam is approved then only they can able to do delivery okay after that delivery team can do delivery then find an um building tip can do building this is the process can be happened in say uh any um maximum organization maybe um it will vary based on their requirement maximum commence it will do they can do like this only okay I can show you uh how it will work in sap yeah first I will show you where we will show status profile in a sales order okay for 1000.00 there is two levels we can find status purple status tabs one is a header level another one is item level and uh generally we can use at a header level once sales are created um it will approve then only they can do building or delivery delivery are building for any item that purpose we can use item level generally why we can use some of the item categories like that some different materials are there those materials only approval remaining are directly in this case item level we can activate Okay 99 component they can use the status profile in header level in this level now it is not activated because it is not showing any status okay item value item level also it is there some of the particular products approval then only they can able to do remaining products are not required because they cannot use in header level they can use in item level item category okay they can use in this case we can use stats profile in item level item level as we can see here status tab okay if you can see here both levels we have not activated now we can activate it okay spro okay sap represents IMG sales and distribution sales documents here Define and sorry not based on black Define and assign that is profile okay now here um here we can maintain status profile okay to maintain a different status profile here we can maintain status Propel after that if it is divider level we can assign it for sales documenting it is item level we can assign to item level first we can Define status profile directly you want to come here bs02 bs02 is transaction code okay otherwise you can come like that okay yeah here um this is a predefined uh predefined status profiles are there in sap but we can we are not using these status profiles I am going to create new here create options that if you want to if you want to copy from any uh existing profile you can copy here but maybe that is not suitable for any business okay go to create okay new entry click here once you click here system can ask status profile I am putting that DSD underscore okay text sales order sales order status status not status up role okay I'm putting it in English always you can maintain English okay continue once you maintain it double click here today here object type is there you can go to object type or go to here also you can maintain object types go to object types or directly here object types is there you can click here okay once you click here pop-up will come in this pop-up sales order header you need to choose okay yes yes yes okay yeah sales order header you need to sell it at the level we are doing because okay then each come back or you can click on user status it will come to previous step okay here it will come like that status okay one okay status one I am mentioning status profile created c r g a okay I am putting it is initial status when our sales ad is creating automatically we can maintain this algae in initial status okay here lowest and highest is there uh this is lowest current current number this okay if we have four levels are three levels status okay highest that we can put four okay four levels positions and priority system can take which position level it will come on priority or which is the first priority that's we can maintain you may not touching authorization code given by base tip okay authorization key it is given by base steam take and assign roles who who is able to approve it okay approve it they can uh they can assign roles here based on that that team only accessible to approve in sales order okay that purpose we can maintain uh authorization code second one o2c team oh e c m okay here created description also you need to maintain first one creative yeah okay created second wind order yes team okay here we are not mending initial because it is initial one only we can maintain two this is second one highest is or okay after that third one okay SNP and SNP otcm okay OTC management team okay OTC management team need to approve it is third one it is fourth one okay otherwise we can maintain delivery also instead of b e l v okay delivery team delivery team okay before creating delivery delivery team need to upload it okay fourth one fourth one Finance team okay anyway from this sales order we are doing building right Finance team also need to approval okay one then only we can able to do 4 out of four okay the in this authorization code level this team okay uh this team uh this team rolls the their user IDs they can maintain an authorization code level now they then only they can be able to do remaining people cannot do suppose added to Casting there is 10 members that these 10 members user IDs they can maintain in authorization key level okay based on that they can do after the delivery also Finance also that thing only they can able to do after that so now we have maintained status case okay text after that lowest and highest which is initial that's we can make we have maintained now rocket but also we have maintained now we need to maintain which level system can black that also we need to create its stage level go to new entries here system can show these things okay um here delivery delivery big we cannot able to do delivery without they can upload in this you can put farbedded if you can maintain just warning it will come it will you can maintain it allowed it will allow okay and also building also we are fresh technique okay restricting okay in created Created stage level but come back you again you can go here remaining no influence it will not so once you maintain any of these three those only it will show remaining it will go off okay after that OTC once added to class team approved okay added to custom approve only create building is forbidden okay create a delivery we can allow okay delivery we are allowing okay after that in the Liberty team also once the delivery team of row okay create building we are restricting okay remaining not quality delivery created in previous step it is not required okay see here only these two is there because we have maintained it delivery Team level also only create building we are restricting Finance Team level we are allowing building document delivery document both okay okay here what we maintain is created system will not allow to do delivery and building okay once what is it in order to custom approve system is lacking create billing document okay delivery also it is giving warning okay it will allow we are see I am changing it okay after that calorie Team level only create building we have blocking okay here also delivery a load we can put okay it will be alone we can convert it after that delivery tip only billing department they are blocking and then stream level it will allow all okay see how it will work we can say Okay save it foreign on that person other types to status profile okay here status properly it is Vivo VA transaction only you don't expect much okay it is Vivo V8 once we can double click here it will go to Vivo V8 here we need to assign status profile okay in transaction flow level status profile option is there status profile we need to maintain here save it cool I'm back now I am going to create sales order now okay selection va01 r 2140 final quantity I have given quantity is not a problem here here that is profile level it is in created stage here object status is there here it is there in created okay I am trying to do delivery why because create a level system cannot allow delivery and billing both okay it is taking a few seconds maybe it will complete soon yeah now I am going to create slasher bl01 n okay I am sending a date that we passed pinpoint one two zero one not allowed it is in create State system cannot allow to do delivery okay now I am going to change va02 change to status profile here I'm changing in once vertices approved now OTC is approving he this is we have not made any authorization codes because we can able to do manually here okay in real Trend system they can give us an authorization okay then only the third team only cannot in real real time also for development and quality level they will give us authorization to do testing only production level it will okay save it now I can try to do in building why because uh what happened here in status profile level it is taking this much time one second in status profile level we have given we are allowing delivery okay PSP underscore GSB underscore war is our here we are allowing delivery so we can try to do delivery here okay slash and vl01 n system can allow to do delivery okay system is allowing to delivery okay I am doing delivery now clicking quantity one Olympic which issue I am doing okay now I can try to do billing because we have allowed delivery but we have not allowed to do billing here in this step level okay see building forbidden forbidden means it will black okay delivery completed slash and we have 0 1 system should black it see see no billing document was generated see let's go to edit log okay not allowed user status OTC it is wherein OTC it will not allow okay after that I'm going to do after that I'm I'm changing it to slash and we have 0 1 sorry va02 va02 here I'm changing it to I'm changing it to delivery delivery team is approving approved also building not system will not allow to do Bill okay because here we have forbidden for billing documents so I change it to I can change it to it will not allow same error we will get okay I will show you okay now delivery team okay I'm trying to do lesson we have 0 1 vlog see Hello user status delivery because delivery level also we have blacked it now we can do we can change it to last status okay final uh final approval team also they are doing Finance team va02 here header status okay Finance team okay here we are allowing to do we are allowing to do building see check here Finance once Finance team approved system can allow building okay now I am going to do building system canals lesson we have 0 over system Canal okay it is alloying okay that is status profile in sales order now you can do it in sales order level I am removing I'm removing status profile in sales order level or header level I am removing we will try to do let item number sum up the whenever material getting now we are creating sensor there is a 10 item is there again that item we can black okay save it okay we have removed status profile in header level okay now we can try for item level okay so we can create one status profile at item level okay go to new new entries starts with GST underscore ESO item [Music] item we can put item okay item okay that's it and this should products approval okay English is my language GSD underscore item level click go to object type here also you can go go to objectives also you can maintain here sales order item we need to check before we have used sales order header okay here sales order item you can use then you can go to user status or come back if anyone it will allow okay item okay one created okay and you have created this item created it is initial stage one is lowest highest is three okay number two store manager okay press t smng store manager we can maintain okay explore store manager team okay store managers members are there they can need to make approve it okay then finally OTC team okay OTC we can maintain 2C also you can maintain okay no issue okay order to cast him okay three so here also authorization key basis people can provide okay okay here go to double click here and please we are forbidden I hear different options are there create building document create delivery okay um stopping create delivery and billing document only remaining all are not required so it is item level okay store manager once store manager approved we can able to do delivery okay building we are restricting okay harder to Cache team is approved we can allow delivery and building okay it is item level I have created okay save it yeah GSP underscore item okay I have created GSD item I have maintained stats as different ways instances status okay go back go back okay we are assigning to item level okay VA and level I am assigning it here status profile is there where it is here GST underscore wait yeah okay I have maintained status profile in item category level Vivo V8 this is Vivo V8 transaction only it is Central data we can go from here okay then I am going to create a new sales adder one second yeah now I am going to create new sales Adder one second yeah lesson va01 okay what two one four zero pivoted is our mandatory data okay M slash zero six is my item on T1 see if tan will come status profile connected it will not activate in header I will show you okay cutter level there is no status because we have a remote only item level if 10 frame then only this uh that item only we can approve remain item there is it is not relevant for status we can do delivery and billing for that item so only this item level status profile can be activated okay create it now it is in created stage okay I am trying to do building for this okay sales order delivery system can give it is in created item is created stage right system will give error message I am doing it from sales order first sales Adder need to create then it will go to delivery screen see created okay create delivery not allowed user status created okay in item level it is in item level now I am going to do I'm going to item level status okay I'm going to change it to store manager now store manager approved okay I'm doing delivery now okay system allow to do delivery for that item okay only that item remaining item it will allow you can check with multiple uh item category related items okay now I'm going to do vf01 system will not allow to do we have 01 see no building documents were generated C log okay log good issue has not been sorry this is not status VL 0 to n we need to do good issue here okay once Goods shoe we can try to do building yeah slash and vf01 now we will try C for building document was generated C log it is showing edit log it is not allowed because SM NG status store manager status we need to do it to what is Slash and va02 va02 level we need to change to change to sorry not at that level right item level we are already at the level I have explained in this class starting item level we are may we have maintained what is City Maya minted come back save it so the sales order now we have 0 1 system will allow to do billing see system is allowing to do billing okay like that we can maintain status propyl in header and item there is here um once this team is maintained after the system after that this team how we know once this team is approved they can inform to store manager once store manager team is approved they can inform to order to catch them instead of this there is workflow is there if you can activate it workflow with this authentication code through evapor okay it will automatically once item sales order created okay it will go to store manager claim one store store mail will go to a store manager team one store manager team is approved it will go to order to cash team members okay this mail is going to trigger to order to cast management team in that mail only in body level click here it will show it will come to sales it will redirect to sales order sales order level they can verify all the item and price not only had item header level also they can verify all the sales order what I hope they can do if they were they are okay they can approve it where we can see this workflow workflow generally we can see in easy access screen level only one second slash and this is easy access frequency screen we have not developed workflow because there is huge work we need to do in real time workflow above workflow consultant is there not above above workflow consulate they can able to do as per our account if you can click here where system can do SAP business workplace that means workflow workflow system okay here one second it is taking time first time I'm using in this idea system yeah it will come like this this inbox level it will show First Once created it will go to store manager team up that once they are assigned it will go to each and every they can activate your workflow okay here they can activate here in different groups they can maintain for a store um Adder created team store manager and ODC team if it is header level there is a different based on their requirement the example created okay after created what is city map that delivery team after that Finance team okay they can maintain this workflow this it is working fine or not we can check here also okay here uh in this inbox Level under workflow this mail we can see subject okay body how we take Run Okay this also we can second testing server in production server or they can check it okay project that relevant name okay approval team they will get personal mail also outlooked or Lotus note whatever they are using in that their company mail ID they will get this information they can click from there it is workflow okay friends up to now I have explained um status profile and Status profile are not earned okay status profile we can sales order approval process we call it called as a stats profile a header level and item level how it will work in workflow okay if you really like my video please like it if you have not subscribed don't forget to subscribe okay you want to share it to your friends you can share I am so happy thank you