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

Glossary
Sl. No.

Description

Full Form

CRM

Customer Relationship Management

DBM

Dealer Business Management

3
4
5

OEM
SD
FI & CO

Original Equipment Manufacturer

Sales and Distribution
Financial and Controlling

6
7
8

MM
HR
SO

Materials Management
Human Resources
Sales Order

DO

Delivery Order

10

PDI

Pre-Delivery Inspection

Icon

Meaning
Caution
Example
Note
Recommendation
Syntax
Information

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

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
button to print a copy of the quotation as indicated below;

Execute button or hit F8

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

3.3 Click on
Order.

copy button. The Memo Pad pops up.

button on the Memo Pad to proceed with the Vehicle Model Sales

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

5. Add financier and insurance details.

5.1 Click on

Header tab go to partner section.

Dealer Business Management

New Vehicle Sales from Stock

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.

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.

Dealer Business Management

New Vehicle Sales from Stock

6. Create a down payment request if applicable.

6.1 Click on the
pops up

Down Payment List button. The below displayed screen

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
with order processing.
Down Payment Request 1400000064 is now successfully created.

Copy button to continue

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
the quote number and click on
invoice as indicated below;

Key in

Execute button or hit F8 button to print a copy of the proforma

Proforma_Invoice

9. After generating the proforma invoice, click on

screen to check the availability of vehicle.

button in the Vehicle Sales Order

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
button

Vehicle Search

Dealer Business Management

New Vehicle Sales from Stock

9.1 Highlight the available vehicle and click on

vehicle.

button to assign the

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
and price details.

10.1 Hit

button to Post Goods Issue. A screen pops-up with the order, vehicle

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

SAP Easy Access Logistics Logistics Execution Dealer Business

Management Cash Desk Processing Cash Desk

Transaction code

/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
details on the right pane of the window.

button to copy the

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.