GUIDE FOR SAP SD
PROCESS
SAP S /4HANA GUI
INTRODUCTION
Module: SAP Sales and Distribution (SD)
System: SAP S/4HANA GUI
Audience: End Users
The Sales and Distribution (SD) module in SAP S/4HANA is a core component of
the SAP ERP system that manages sales, distribution, and billing processes within
an organization.
It ensures efficient order processing, optimizes delivery management, and provides
accurate tracking of business transactions.
This document provides a step-by-step guide for end users on how to perform key
SD processes in SAP S/4HANA using the SAP GUI.
The steps cover creating a sales order, initiating delivery, picking and posting
goods issue, generating an invoice, validating the invoice, and processing customer
payment.
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SD Process
Overview
THE SAP SD PROCESS GENERALLY INCLUDES THE FOLLOWING STEPS:
[Link] ORDER CREATION – RECORDING CUSTOMER REQUIREMENTS AND
CONFIRMING ORDER DETAILS.
[Link] INITIATION – SCHEDULING AND PREPARING THE ORDER FOR
SHIPMENT.
[Link] & GOODS ISSUE – SELECTING ITEMS FROM INVENTORY AND POSTING
GOODS ISSUE TO UPDATE STOCK.
[Link] CREATION – GENERATING A BILLING DOCUMENT BASED ON DELIVERED
GOODS.
[Link] VALIDATION – REVIEWING AND APPROVING THE INVOICE FOR
ACCURACY.
[Link] PAYMENT PROCESSING – RECORDING AND RECONCILING PAYMENT
FROM THE CUSTOMER.
Step-by-Step Guide
1. Logon to SAP S/4HANA GUI :
1.1. Open SAP GUI – Double-click on the SAP GUI icon on your desktop:
1.2. Select the System – Choose the correct SAP S/4HANA system:
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1.3. Enter login credentials :
o Client: Enter the client number (e.g., 100)
o User ID: Enter your SAP username
o Password: Enter your SAP password (case-sensitive)
o Click Enter or press Logon.
✅ Once logged in, you'll see the SAP Easy Access screen. From
here, you can enter transaction codes (T-codes) directly into
the command field to navigate through the system.
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2. SAP SD PROCESS FLOW :
NB :in the following process whenever you see ### replace it
with your logon identity (exemple: logon ( learn-204) use 204
instead of ###)
1. Create Sales Order (VA01) :
Transaction Code: VA01 :
Steps:
o Enter the following fields:
Order Type: OR
Sales Organizations: OCFN
Distribution Channel: IN
Division: BI
o Click continue.
Steps:
o Enter the following fields:
Sold-To Party: BP1### - Paris City Bikes ###
Cust. Reference: SD2-###
Cust. Ref. Date: Today's date
Req. [Link]: +1 month from today (Avoid Saturday or
Sunday)
Material: PRTR1### - Black professional bike
Order Quantity: 5
o Click enter .
o Click save
NB : A notification below will appear that confirms that creation
of the SO was created successfully , Save the Standard order
number .
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2. Create Outband delivery with order reference
(VL01N) :
Steps:
o Enter the following fields:
Selection Date: +1 month from today (Avoid Saturday or
Sunday)
Shipping Point: PEPA
Order: Standard order number
From item: Click on the box, then click on the square that will
appear to the right of the box, and select Your order
To item: Click on the box, then click on the square that will
appear to the right of the box, and select Your order
o Click continue.
NB : A notification below will appear that confirms
that creation of the OD was created successfully ,
Save the Standard order number
3. Picking & Goods Issue (VL02N) :
Enter the Outbound Delivery
o Click continue
Steps:
Picked Qty: 5
Click enter
Click Post Goods issue
o NB : A notification below will appear that confirms
that creation of the OD was updated successfully
o
4. Create Invoice (VF01) :
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Steps:
Biling Type: select F2
Select the Outbound Delivery number you just created
Click enter
Click save
o NB : A notification below will appear that confirms
that creation of the invoice(Biling document) was
created successfully
5. Display and validate invoice (VF03) :
Steps:
Select Biling Document
Click continue
View the information
6. Customer Payment Processing (F-28) :
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Steps:
o Enter the following fields:
Document Date: Today
Reference: SD-XXX
Bank Account: 511301
Amount: 19200 EUR
Account: BP1XXX
o Post the payment.
NB : A notification below will appear that confirms that creation of
the post outgoing payment was posted successfully .
CONCLUSION
This document outlines the end-to-end SAP SD
process from sales order creation to customer
invoicing. Following these steps will ensure efficient
order management, timely deliveries, and accurate
billing. If you encounter issues, consult with the key
user or SAP administrator.
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