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Sales & Service Management

✅ SALES & SERVICE MANAGEMENT 



🔵 A) SALES MANAGEMENT (Order to Cash)

A1️⃣ Master & Setup

  1. Customer Master

  2. Customer Posting Groups

  3. Customer Price Groups

  4. Sales & Receivables Setup

  5. Sales Posting Setup

  6. Shipment & Invoice Setup

  7. No. Series Setup

  8. Credit Limit Setup

A2️⃣ Sales Documents

  1. Sales Quote

  2. Sales Order

  3. Blanket Sales Order

  4. Sales Shipment

  5. Sales Invoice

  6. Sales Credit Memo

  7. Sales Return Order

  8. Posted Sales Documents

A3️⃣ Pricing & Controls

  1. Sales Pricing

  2. Line Discounts

  3. Invoice Discounts

  4. Campaign Pricing

  5. Prepayments

  6. Drop Shipment (Sales Side)

  7. Reservation

  8. Order Tracking

🟢 B) RECEIVABLES (Accounts Receivable – AR)

B1️⃣ Transaction Processing

  1. Customer Ledger Entries

  2. Detailed Customer Ledger Entries

  3. Cash Receipt Journal

  4. Customer Payment Application

  5. Apply Entries

B2️⃣ Credit & Collection Control

  1. Payment Tolerance

  2. Reminder Setup

  3. Reminder Levels

  4. Finance Charge Setup

  5. Finance Charge Memo

  6. Credit Limit Management

  7. Customer Statements

  8. Write-offs

B3️⃣ Revenue Handling

  1. Deferrals (Revenue Deferral)

  2. Prepayment Application

  3. Unrealized VAT

  4. Realized VAT

🟣 C) SERVICE MANAGEMENT

(Service is separate from normal Sales)

C1️⃣ Service Master Data

  1. Service Item

  2. Service Item Components

  3. Service Item Groups

  4. Service Price Groups

  5. Resources (Technicians)

  6. Fault Codes

  7. Service Reasons

  8. Service Zones

C2️⃣ Service Contracts

  1. Service Contract

  2. Service Contract Lines

  3. Contract Templates

  4. Contract Invoicing

  5. Contract Renewal

C3️⃣ Service Documents

  1. Service Quote

  2. Service Order

  3. Service Order Lines

  4. Service Shipment

  5. Service Invoice

  6. Service Credit Memo

C4️⃣ Service Features

  1. Warranty Handling

  2. Loaner Equipment

  3. Service Cost Posting

  4. Resource Consumption

  5. Service Item Tracking

✅ SIMPLE EXPLANATION

🔵 SALES PROCESS (Order to Cash)

Flow:

Quote
↓
Sales Order
↓
Shipment
↓
Invoice
↓
Customer Payment

System creates:

  • Item Ledger Entry

  • Customer Ledger Entry

  • G/L Entry

Key Concepts:

• Customer Master → Stores customer data
• Posting Groups → Decide G/L accounts
• Reservation → Reserve inventory
• Drop Shipment → Direct vendor → customer
• Prepayment → Advance payment before delivery

🟢 RECEIVABLES (AR)

After invoice:

Customer owes money.

System tracks:

• Customer Ledger Entry
• Payment
• Outstanding Balance

Collection tools:

• Reminder
• Finance Charge
• Credit Limit Control
• Statements

🟣 SERVICE MANAGEMENT

Used for:

• Repairs
• Maintenance
• AMC Contracts
• Warranty claims

Service Flow:

Service Quote
↓
Service Order
↓
Technician performs service
↓
Service Invoice
↓
Customer Payment

Important Differences:

Sales Order → Selling new item
Service Order → Repair / maintenance of existing item

Service module tracks:

• Service Item history
• Warranty period
• Technician usage
• Spare parts used

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