Dealer Business Management
New Vehicle Sales from Stock
Dealer Business Management
User Manual
New Vehicle Sales from Stock
Dealer Business Management
New Vehicle Sales from Stock
Document Change Control
Release
Description
Created by
Date
1.0
Initial
19/07/2011
1.1
Process
Changes
Temporary
Manual
Revised
Revised
Veerabhaska
r
Veerabhaska
r
Uday
Uday
Syam
17/12/2011
14/01/2012
1.2
2.0
2.1
Sl. No.
Description
Reviewed
by
Date
27/09/2011
04/10/2011
Glossary
Full Form
CRM
DBM
Customer Relationship
Management
Dealer Business Management
OEM
SD
FI & CO
MM
HR
SO
DO
PDI
Original Equipment Manufacturer
Sales and Distribution
Financial and Controlling
Materials Management
Human Resources
Sales Order
Delivery Order
Pre-Delivery Inspection
3
4
5
6
7
8
9
10
Icon
Meaning
Caution
Example
Note
Recommendation
Syntax
Information
Approve
d by
Date
Dealer Business Management
New Vehicle Sales from Stock
Prerequisites
a)
b)
c)
d)
Lead and Opportunity process is already carried out in SAP-CRM
Customer Master is available in SAP-DBM.
Customer Master is validated and found to be correct.
Vehicle master is available and the vehicle is ready for sale.
Process Flow
LEGEND
SAP
Manual
Dealer Business Management
New Vehicle Sales from Stock
Procedure
The quotation which has been created in CRM is now moved to DBM to
make a corresponding vehicle order.
1. Give the transaction code ZQNO and press ENTER. Following screen will be
displayed. Click on
execute.
1.1. The list of quotations and corresponding orders will be displayed. Copy down
the DBM order number for that CRM quotation. [Example:Here it is CRM Quotation:
20000409 DBM Order: 1916]
Dealer Business Management
New Vehicle Sales from Stock
2. After noting down the DBM order number, execute the t-code ZPRINT and choose
. Key in the quote number and click on
Execute button or hit F8
button to print a copy of the quotation as indicated below;
Quotation_1916
3. Create a Vehicle Sales Order with reference to the Quotation created.
SAP menu
SAP Easy Access Logistics Logistics Execution Dealer
Business Management Order processing Copy Order
Transaction code
/DBM/ORDER05
3.1 Hit Enter
key to continue copying, a screen as shown below is
displayed and select ZLVO LCV Vehicle Order from the list.
Dealer Business Management
New Vehicle Sales from Stock
3.2 After selecting the Order Type, click on
pops up.
3.3 Click on
Model Sales Order.
copy button. The Memo Pad
button on the Memo Pad to proceed with the Vehicle
4. Vehicle Sales Order screen is displayed as shown below.
Dealer Business Management
New Vehicle Sales from Stock
4.1 Click on
tab in the Sales Order and then click on the item to
view the item level pricing details as shown on the below screen.
4.2 Click on
save button or press Ctrl + S to save the Vehicle Sales
Order.
Order 1925 was saved
Dealer Business Management
New Vehicle Sales from Stock
5. Add financier and insurance details.
5.1 Click on
section.
Header tab go to partner
5.2
Select FINANCIER from the partner function drop down list and select
the respective financier id from the values in the partner field.
5.3
Similarly select INSURER from the partner function drop down list and
select respective insurer ID from the partner field.
Dealer Business Management
New Vehicle Sales from Stock
5.4 Similarly if the customer paying entire marginal money without any financier or
insurer then for FINANCIER func. Select CASH AND CARRY where as for
INSURER func. Select SELF.
Dealer Business Management
New Vehicle Sales from Stock
5.5 Enter the relevant DO number in the DO. Number field of Header screen.
5.6 If the vehicle is funded by the customer himself, then enter CC in DO. Number
field.
6. Create a down payment request if applicable.
6.1 Click on the
displayed screen pops up
Down Payment List button. The below
Dealer Business Management
New Vehicle Sales from Stock
6.2 On the above shown screen click on
Create icon in-order to create a
down payment request. Enter the amount to be received as advance in the
amount field and select the tax code A0 from the tax code list
6.3 After entering the tax code and the amount click on
to continue with order processing.
Copy button
Down Payment Request 1400000064 is now successfully created.
Dealer Business Management
New Vehicle Sales from Stock
6. Receive down payment against the down payment created using Cash Desk
Processing Refer ANNEXURE I.
7. On the Vehicle Sales Order Screen click on EVENT button and then click on the
PROFORMA_BILLING event as shown in the below picture.
8.
After
saving
the
document,
execute
the
tcode
ZPRINT
and
choose
Key in the quote number and click on
Execute button or hit
F8 button to print a copy of the proforma invoice as indicated below;
Proforma_Invoice
9. After generating the proforma invoice, click on
Sales Order screen to check the availability of vehicle.
button in the Vehicle
On the Vehicle Search screen, key in the Internal Number of the Vehicle and/or the
Chassis Number of the equipment if known in the corresponding fields and clik on
Vehicle Search button
Dealer Business Management
9.1 Highlight the available vehicle and click on
assign the vehicle.
New Vehicle Sales from Stock
button to
The vehicle is now tagged to the customer and the vehicle details reflects in
the Sales Order
Dealer Business Management
New Vehicle Sales from Stock
10. Click on
button to Post Goods Issue. A screen pops-up with the
order, vehicle and price details.
10.1 Hit
Enter Key or click on
to execute goods movement.
10.2 In the order screen click on partner. Add FINANCIER if any and its
corresponding ID as shown below.
Dealer Business Management
New Vehicle Sales from Stock
The Create Billing button appears on the order screen only when goods
movement is carried out.
11. Click on
button to generate the customer invoice.
End Customer billing document 90000697 is generated.
Click on
or click on the Menu Go to Document Flow display the
document flow of the document as shown in the below screen.
Upon creating the billing document, the Accounting document is automatically
generated.
Dealer Business Management
New Vehicle Sales from Stock
In-order to view any document in the document flow, highlight the document
by selecting it and click on
Display Document button.
12. After invoicing the customer take a hard copy of the invoice to issue the same
to the end customer using
button in the ZPRINT transaction code.
Sample copy of the Invoice is attached below for reference.
Tax_Invoice
13. Once the customer is invoiced, receive payment from the customer using Cash
Desk Processing. Refer ANNEXURE I for details.
Dealer Business Management
New Vehicle Sales from Stock
ANNEXURE I
1. Open the cash desk.
SAP menu
Transaction code
SAP Easy Access Logistics Logistics Execution Dealer
Business Management Cash Desk Processing Cash Desk
/DBM/CASHDESK
2. Enter the customer number in the field as indicated in the below image and hit
enter, the open items of that particular customer is displayed.
2.1 Select the open item that you wish to process and click on the
button to copy the details on the right pane of the window.
2.2 Select the correct Profit Center from the list or key in the profit center
number in the appropriate field, enter the amount in the Amount field,
choose the Payment Type and enter relevant text in the Doc. Header
Text field if required.
2.3 Once all the above said activities are carried out, click on
Post
button to post the document. The posting is done successfully and a
posting document is generated for the same as shown below.
