By default when creating a delivery for "CUS" it will not require a shipment document. 

If, for any reason (delivery grouping) you need to add a shipment document follow the steps described in the attached document (all you need to do is change the route from BGZZZZ to BG0000 for BG and UAZZZZ to UA0000 for Ukraine).

HGI_SAP_SD_Shipment_Route_Change.pdf

Transaction: ZHGISD_LEGDOC_TO_PDF

The manual of operations:

HGI-IBM_SAP_SD_Mass_Export_to_PDF.docx

Purpose: The report shows a list of all the customers assigned to one or more Salesman. Salesman can be selected on the selection screen.

The report can be found in the User Menu like this:

You can also run the report directly by writing the transaction in the command box and hitting enter.

Selection:

Salesman can be selected or it can be left blank to show all the salesmen with their customer data.

Note that in this transaction INTERCOMPANY are NOT included. It shows only Thirdparties Sales.

In order to use it for Net Sales Reporting:

Run VA05

Select a Variant for Sales. /HGI_LIST will display a general list like (old Sales Details EXCEL). The /HGI_REPORT1 is a simple report by Market Class and Sales Organization (company).:

Select the Billing Date From/TO. BE CAREFUL NOT THE DOCUMENT DATE. Document date refers to SALES ORDER DATE:

The /HGI_LIST output is like this:

If you select the /HGI_REPORT1, the output is a report by Market Class and Sales Organization:

There is a setting in material master that shows if the availability check of the system takes into account the quantities of the Sales Orders that the item participates.

Also every Sales Order has a setting where we can block the creation of delivery or not and also if that block will reserve quantity in the system.

These 2 settings are working together and the results are shown above in the table.

As we can see:

• If the item has a setting of Z3 in Material Master , we do NOT have a way to reserve quantities in Sales Order level.
• If the item has a setting of Z2 in Material Master, we have the ability to reserve or not on Sales Order Level.
• If we put in the Sales Order anything except BLANK as block status, then Deliveries CANNOT be created. The user must change the setting before creating delivery. This gives control on the Sales Order

Result of reservation:

There are 2 tcodes that show us the status of an item with reservations, expected purcfhase orders e.t.c

These are: MD04 and CO06

Take a look:

MD04:

CO06

If we want to fix also sale order quantity, then we fix also sales order quantity.
In this step we can continue with sales order process. Next Step is to fix Warehouse.

--Warehouse steps--
After the good issue from sales then in warehouse must have the following picture: 

In storage 916 and in delivery number storage BIN, we must have only the pallets that did not loaded.

We must return from dummy BIN and PCs to normal Warehouse BIN with previous SU’s.

When we complete the above values, we press Enter to go to next screen. This step must be per pallet.

And a Transfer order have been created.

If have not been confirmed. Then we confirmed it.

We check the SU where have been gone. And we can move it with RF from BIN to BIN.

The field is called ORDER REASON and some of you already use it.

The list of reasons is the following:

• 901 Financial Reasons
• 902 Quality (curstomer claim)
• 903 Packaging Destroyed
• 904 Wrong Customer Order (Our responsibility)
• 905 Barcode Issue
• 907 Wrong Customer Order (Customer responsibility)

If a reason is NOT defined the system will notify you upon pressing SAVE:

***IMPORTANT!!!***

If you press save the system will save the Order but you will NOT BE ABLE TO MAKE A BILLING. So you need to fill the order reason for all orders.

This text is automatically copied in the Sales Order Header Note 1 text, which then is printed in the Notes section of the invoice.

Watch the short video for its use (click to enlarge):