Standard Sales Order — Quick Reference

You're Sarah, Internal Sales — a customer in Schöntal needs five units this week. Open → Name it → Sold-To → Item → Save → Read the flow.

The steps at a glance

	Do this	Where
1	Open the sales-order creation app — Create Sales Orders (SAP Fiori) - successor to transaction VA01	Fiori launchpad
2	Enter the order type and the sales area — Order type (e.g. OR = standard order) + Sales Area = Sales Organisation / Distribution Channel / Division — e.g. `OR - 1010 / 10 / 00`	Initial dialog
3	Enter the Sold-To party (customer number) and press Enter — Ship-To, payment terms, Incoterms and partner functions auto-fill from the CUSTOMER MASTER. — e.g. `10100001`	Header
4	Product listing / authorisation check	–
5	Enter the customer's PO number in Customer Reference — e.g. `PO1111`	Header
6	Enter the material and quantity in the items grid — e.g. `TG11 - qty 5`	Items
7	Click Save; read and acknowledge any warnings — A sales order number is generated.	Save

The four decisions — SAP checks, you handle it

Availability (ATP)

SAP: full / partial / zero stock.

You: if a later date, tell the customer before you commit.

Backorder

SAP: eligible → pop-up; not eligible → auto-reject.

You: ask the customer first; if rejected, offer an alternative.

Credit block

SAP: background check → blocked or clear.

You: don't override — tell the customer, escalate to Credit Control.

Incompletion

SAP: on save, blocks if key data is missing (no delivery, no confirmation).

You: complete the field or escalate — don't leave it stuck.

Watch-fors

⚠ The price is NOT on the line item - it is determined automatically (pricing procedure / condition technique). If it looks wrong, FLAG it and notify - the consultants/pricing team fix the condition records; the user never edits the price.

⚠ Free goods apply AUTOMATICALLY when the criteria are met. If NOT met, a warning shows what quantity WOULD qualify - tell the customer that quantity to push the sale up. If they DO qualify, tell them too (bonus!).

⚠ A credit block isn't yours to release - inform the customer, escalate to Credit Control.

⚠ No approval step on the order is by design here (Fit-to-Standard decision, BPD) - do not go hunting for one.

NeoKnova · Job Aid · Standard Sales Order · v2026-06-10