SAP Tutorial
FI20 – Fakturace a prodej
FI20: Fakturace a prodej
• Příjem objednávek
• Fakturace na základě zakázky
• Fakturace na základě dodacího listu
These materials contain confidential and trade secret information and unpublished copyrighted expressions
belonging to ITICA s.r.o.. The use of these materials is subject to the terms and conditions defined in the ITICA
licence agreement.
These materials cannot be distributed anywhere without consent of ITICA in a written form. Please take all
reasonable steps to maintain the confidentiality of the materials.
These materials contain confidential and trade secret information and unpublished copyrighted expressions belonging to ITICA
s.r.o.. The use of these materials is subject to the terms and conditions defined in the ITICA licence agreement.
These materials cannot be distributed anywhere without consent of ITICA in a written form. Please take all reasonable steps to
maintain the confidentiality of the materials.
Možnosti fakturace
Ze SAPu můžeme fakturovat dvěma způsoby:
A) na základě objednávky/zakázky = dokumentu, který se vytváří ve VA01 a edituje ve VA02
transakci
B) na základě dodacího listu, který je vytvořen ze zakázky. Dodací list se vytváří v transakci
VL01N a edituje ve VL02N.
A) Vytvoření zakázky
1) Spustíme transakci VA01
Vybereme typ
zakázky
These materials contain confidential and trade secret information and unpublished copyrighted expressions belonging to ITICA
s.r.o.. The use of these materials is subject to the terms and conditions defined in the ITICA licence agreement.
These materials cannot be distributed anywhere without consent of ITICA in a written form. Please take all reasonable steps to
maintain the confidentiality of the materials.
2) Zadáme:
• Zákazníka
• Číslo objednávky u zákazníka
• Materiál
• Počet kusů
Zákazník
Číslo objednávky
zákazníka
Materiál a počet kusů
These materials contain confidential and trade secret information and unpublished copyrighted expressions belonging to ITICA
s.r.o.. The use of these materials is subject to the terms and conditions defined in the ITICA licence agreement.
These materials cannot be distributed anywhere without consent of ITICA in a written form. Please take all reasonable steps to
maintain the confidentiality of the materials.
3) Označíme položku a klikneme na ikonku Mince
4) V tomto místě zadáváme cenové podmínky položky:
These materials contain confidential and trade secret information and unpublished copyrighted expressions belonging to ITICA
s.r.o.. The use of these materials is subject to the terms and conditions defined in the ITICA licence agreement.
These materials cannot be distributed anywhere without consent of ITICA in a written form. Please take all reasonable steps to
maintain the confidentiality of the materials.
5) Vybereme podmínku PR00 a zadáme cenu položky:
6) Jakmile máme zadanou i cenu, vybereme v horním menu Protokol o nekompletnosti
(Incompletion log):
These materials contain confidential and trade secret information and unpublished copyrighted expressions belonging to ITICA
s.r.o.. The use of these materials is subject to the terms and conditions defined in the ITICA licence agreement.
These materials cannot be distributed anywhere without consent of ITICA in a written form. Please take all reasonable steps to
maintain the confidentiality of the materials.
7) SAP nám řekne, co nám chybí ještě v zakázce k vyplnění. Stiskem tlačítka „Kompletace
dat“ projdeme vyplnění chybějících dat.
These materials contain confidential and trade secret information and unpublished copyrighted expressions belonging to ITICA
s.r.o.. The use of these materials is subject to the terms and conditions defined in the ITICA licence agreement.
These materials cannot be distributed anywhere without consent of ITICA in a written form. Please take all reasonable steps to
maintain the confidentiality of the materials.
Při doplňování dat se posouváme k dalšímu chybějícímu záznamu stiskem tlačítka
8) Jakmile mi SAP napíše v dolním levém rohu, že je Doklad kompletní, mám zakázku
vytvořenu:
These materials contain confidential and trade secret information and unpublished copyrighted expressions belonging to ITICA
s.r.o.. The use of these materials is subject to the terms and conditions defined in the ITICA licence agreement.
These materials cannot be distributed anywhere without consent of ITICA in a written form. Please take all reasonable steps to
maintain the confidentiality of the materials.
9) Zakázku mohu uložit:
These materials contain confidential and trade secret information and unpublished copyrighted expressions belonging to ITICA
s.r.o.. The use of these materials is subject to the terms and conditions defined in the ITICA licence agreement.
These materials cannot be distributed anywhere without consent of ITICA in a written form. Please take all reasonable steps to
maintain the confidentiality of the materials.
B) Fakturace ze zakázky
Pokud mám v zakázce položky jako jsou například služby, pronájem apod., nevytvářím dodací
list, ale fakturuji přímo ze zakázky:
These materials contain confidential and trade secret information and unpublished copyrighted expressions belonging to ITICA
s.r.o.. The use of these materials is subject to the terms and conditions defined in the ITICA licence agreement.
These materials cannot be distributed anywhere without consent of ITICA in a written form. Please take all reasonable steps to
maintain the confidentiality of the materials.
1) V transakci VF01 zadám číslo zakázky, kterou chci fakturovat:
2) Zmáčknu ENTER
These materials contain confidential and trade secret information and unpublished copyrighted expressions belonging to ITICA
s.r.o.. The use of these materials is subject to the terms and conditions defined in the ITICA licence agreement.
These materials cannot be distributed anywhere without consent of ITICA in a written form. Please take all reasonable steps to
maintain the confidentiality of the materials.
3) SAP mi přetáhne do faktury pouze fakturovatelné (ne materiálové položky):
4) Celou operaci můžeme uzavřít uložením dokumentu stiskem ikony diskety:
5) SAP vytvoří fakturu a vygeneruje číslo dokladu, které nám oznámí ve spodním levém rohu:
These materials contain confidential and trade secret information and unpublished copyrighted expressions belonging to ITICA
s.r.o.. The use of these materials is subject to the terms and conditions defined in the ITICA licence agreement.
These materials cannot be distributed anywhere without consent of ITICA in a written form. Please take all reasonable steps to
maintain the confidentiality of the materials.
6) Fakturu můžeme kdykoliv editovat v transakci VF02
Přesun do
hlavičky
faktury
These materials contain confidential and trade secret information and unpublished copyrighted expressions belonging to ITICA
s.r.o.. The use of these materials is subject to the terms and conditions defined in the ITICA licence agreement.
These materials cannot be distributed anywhere without consent of ITICA in a written form. Please take all reasonable steps to
maintain the confidentiality of the materials.
C) Fakturace materiálu ze skladu
Pokud fakturuji materiál, musím vytvořit nejdříve dodací list – nejde vyfakturovat
nevydodané zboží.
1) Dodací list vytvoříme tak, že v zakázce vybereme v hlavním menu Dodání
These materials contain confidential and trade secret information and unpublished copyrighted expressions belonging to ITICA
s.r.o.. The use of these materials is subject to the terms and conditions defined in the ITICA licence agreement.
These materials cannot be distributed anywhere without consent of ITICA in a written form. Please take all reasonable steps to
maintain the confidentiality of the materials.
2) SAP vygeneruje dodací list. Do tohoto dodacího listu se přesunou doposud nevydodané
položky ze Zakázky.
These materials contain confidential and trade secret information and unpublished copyrighted expressions belonging to ITICA
s.r.o.. The use of these materials is subject to the terms and conditions defined in the ITICA licence agreement.
These materials cannot be distributed anywhere without consent of ITICA in a written form. Please take all reasonable steps to
maintain the confidentiality of the materials.
3) Aby bylo možné dodací list vydodat, je nutné do záložky Příprava materiálu k Odběru
zadat množství které bylo skutečně ze skladu vydáno:
4) Následně zmáčkneme Účtování výdeje materiálu:
These materials contain confidential and trade secret information and unpublished copyrighted expressions belonging to ITICA
s.r.o.. The use of these materials is subject to the terms and conditions defined in the ITICA licence agreement.
These materials cannot be distributed anywhere without consent of ITICA in a written form. Please take all reasonable steps to
maintain the confidentiality of the materials.
5) Důležité je vyplnit v Dodacím listě SKLAD, ze kterého je zboží vydáváno:
6) SAP nám potvrdí, že byl Dodací list vytvořen a jeho číslo:
7) Toto číslo dodacího listu použijeme v transakci VF01 pro vytvoření faktury:
These materials contain confidential and trade secret information and unpublished copyrighted expressions belonging to ITICA
s.r.o.. The use of these materials is subject to the terms and conditions defined in the ITICA licence agreement.
These materials cannot be distributed anywhere without consent of ITICA in a written form. Please take all reasonable steps to
maintain the confidentiality of the materials.
8) Po stisku tlačítka ENTER mi SAP ukáže přetažené položky:
Stiskem ikonky diskety se vytvoří faktura:
These materials contain confidential and trade secret information and unpublished copyrighted expressions belonging to ITICA
s.r.o.. The use of these materials is subject to the terms and conditions defined in the ITICA licence agreement.
These materials cannot be distributed anywhere without consent of ITICA in a written form. Please take all reasonable steps to
maintain the confidentiality of the materials.
9) Kdykoliv se v Zakázce mohu podívat na dodací listy a faktury k této zakázce vytvořené:
These materials contain confidential and trade secret information and unpublished copyrighted expressions belonging to ITICA
s.r.o.. The use of these materials is subject to the terms and conditions defined in the ITICA licence agreement.
These materials cannot be distributed anywhere without consent of ITICA in a written form. Please take all reasonable steps to
maintain the confidentiality of the materials.
Download

FI20 - Fakturace a prodej