Sales and Distribution (SD) Overview

Ser'ice Manage( ment

SM

Production Planning

PP

Materials Mgmt

MM

Sales#$ "istri%ution

S"

Financial Accounting Controlling

FI

CO

R/3
!uman Resources

Fi+ed#Assets Mgmt

AM

Integrated#Solution &uality Client#/#Ser'er Management PM Plant#Maintenance O)en#Systems

&M !R IS

Workflow

WF

Project System

PS

*nter)rise Controlling

*C

Industry Solutions

SD
Mechanisms to execute the business processes used in the selling, shipping and billing of products and services Tightly coupled data flow to the other SAP modules !ntegration "lexible and robust functionality that is tailored through configuration

SD #omponents
Master Data Sales Support Shipping Transportation Sales Billing Foreign Trade

Sales Info System

SD $verview

Master Data

Detailed information about customers, materials and business partners "lexible data structures that support the business environment Speciali%ed master data to support sales order processing

SD $verview ,#Sales Support

Provides the functionality to support the staff

involved in business development and customer service processes Primary functions & Sales Prospects & #ontact Persons & #ompetitors and #ompetitive Products & Sales Activities & Direct Mar'eting

SD $verview
Primary base for

Sales

customer order management (ighly customi%able Sophisticated pricing !ntegrated ATP !ntegrated credit management

Sampling of functions & !n)uiries * +uotes & Sales $rders & ,eturns & #ontracts * Scheduling Agreements & #onsignment & ,ush $rders * #ash Sales & -ac' $rders * Subse)uent Deliveries & #redit * Debit Memo ,e)uests

SD $verview

Shipping

Main functions & Pic'ing, Pac'ing * !nventory management & .enerate Shipping Documents Transportation Management & ,outes & Transportation Scheduling Delivery Scheduling, ,eturns Deliveries *

Stoc' Transfer

SD $verview
!nvoice .eneration

-illing

manual #omprehensive set of billing functions /in'ed documents e0g0 invoice * credit memo ,eal1time integration with finance 2"!3 "ully integrated and comprehensive pricing

automatic or

SD $verview

S!S

"lexible tool that allows one to collect, consolidate, and utili%e data from sales and distribution processing A component of the /ogistic !nformation System 2/!S3

Transportation

Foreign Trade

Sales & Distribution

- Process Flow -

Supply #hain Process

Customer Order

Picking

Goods Issue

Final Payment

ccounts !ecei"a#le

Billing

SAP Process Steps

Sales $uotation Sales Order Post Goods Issue

Shipping

Deli"ery %ote Billing Post Incoming Payment

Picking

Billing

FI &!

Sales

!n)uiry * +uotation

Support pre1sales processes Are time sensitive Automatic availability chec' Automatic pricing 4o impact to "! #an be used as reference documents

Sales
#ore of customer order management 4o impact to .5/ #an reference existing documents #opies 'ey information from master data

Sales $rder
Automated standard functions 000
& & & & & & & availability chec' M,P updating pricing credit chec' delivery scheduling export control shipping * route determination

Shipping

Delivery 4ote

!nitiates the shipping process #ontrol document for shipping processes maintains status of each processing step ,e1confirms6 availability, credit, foreign trade, delivery scheduling "acilitates transportation planning

Shipping

Pic'ing * Pac'ing

Pic'ing6 Physical activity of moving goods from the warehouse for further processing 2pac'ing, loading3 Pac'ing6 Determines pac'ing materials and pac'ing details Advanced processing includes, e0g0 batch mgmt0, serial number control

Shipping

Post .oods !ssue

#ompletes the shipping process Typically performed when customer ta'es ownership 7pdates inventory 7pdates .5/ accounts
& #ost of goods sold & !nventory

-illing
.enerate customer invoice 7pdates "!
& #ustomer account & .5/ accounts6 revenue, discount, etc0

Applies relevant pricing 7pdates customer credit

Sales & Distribution

- Organizational Structures -

Sales $rgani%ation
#lient ;<: Pastime #orporation #ompany #ode ##:: Domestic Sales Sales $rgani%ation So:: Direct Distribution #hannel D! -aseball Division -Softball Division S8holesale Distribution #hannel 8( -aseball Division -Softball Division S,etail Distribution #hannel ,9 -aseball Division -Softball Division S9urope Sales $rgani%ation 97,$ 8holesale Distribution #hannel 8( -aseball Division -#ric'et Division SAsia Pacific Sales $rgani%ation APA# 8holesale Distribution #hannel 8( -aseball Division --

Sales $rgani%ation
Sells and distributes products, negotiates terms of sales and is responsible for these business transactions #ritical organi%ation element to the definition of business mar'ets A business transaction is lin'ed to one Sales $rgani%ation

Distribution #hannel
!dentifies how products and services reach the customer #an be assigned to one or more Sales $rgani%ations

Division
$ften times used to define product line distribution $rgani%ation level to which customer specific information and re)uirements are maintained e0g0 pricing, partial delivery Assigned to one or more Sales $rgani%ations

Sales Area
$rgani%ational element comprised of6
& Sales $rgani%ation & Distribution #hannel & Division

8ill be used to lin' together the organi%ational aspects of sales to customers 7sed for statistical analysis

Sales Area
Domestic Sales Sales Organi'ation SO(( Direct Distri#ution Channel DI Base#all Di"ision BB Soft#all Di"ision SB )holesale Distri#ution Channel )* Base#all Di"ision BB Soft#all Di"ision SB !etail Distri#ution Channel !+ Base#all Di"ision BB Soft#all Di"ision SB

Sales Area
Domestic Sales Sales Organi'ation SO(( Direct Distri#ution Channel DI Base#all Di"ision BB Soft#all Di"ision SB )holesale Distri#ution Channel )* Base#all Di"ision BB Soft#all Di"ision SB !etail Distri#ution Channel !+ Base#all Di"ision BB Soft#all Di"ision SB

Sales $ffice
Typically defines a territory or mar'et area /in'ed to one or more Sales Areas $ptional organi%ation structure

!nternal Sales $rgani%ation

Domestic Sales Area 8estern Sales $ffice 9astern Sales $ffice

Sales .roup
Sales .roup
& Sub1division of a sales office, territory or mar'et

Sales Person
Sales Person
& Defined in (, Personnel Admin0 & Specifically defines an individual rather than a position 2sales rep03 in sales processing

!nternal Sales $rgani%ation

Domestic Sales Area 8estern Sales $ffice Southwest Sales .roup Sales Person Sales Person 4orthwest Sales .roup Sales Person 9astern Sales $ffice Southeast Sales .roup Sales Person 4ortheast Sales .roup Sales Person

Shipping Point * /oading Point

Shipping Point
& /ocation that performs all delivery related activities & Assigned a factory calendar & A delivery can be processed from only one shipping point

/oading Point
& A subdivision of the shipping point used for more speciali%ed handling

Shipping $rgani%ation
S io u x " a lls P/A4T PT:: " r e ig h t D o c ' S h ip p in g P t SP:: D oc' => / o a d in g P t D> D oc' =? / o a d in g P t D? 9 x p re s s S h ip p in g P t + 7 !B D oc' =@ / o a d in g P t 9A 9 x p o rt S h ip p in g P t 9APT D oc' =? / o a d in g P t AP

Sales & Distribution

- Master Data -

SD Master Data 1 #ore 9lements

me r

M ate

sto

Master Data

l ria

Cu

Pricing

-General Data

Material#Master#,#Sales-#sales#org #.
-asic Data > 1 ? #lassification Sales6 sales org0 > 1 ? Sales6 general5plant Purchasing "oreign Trade6 !mport Data Sales6 text Purchase order6 text M,P > 1 C "orecasting Storage > 1 ? 8arehouse Management > 1 ? +uality Management Accounting > 1 ? #osting > 1 ?

Basic Unit of Measure Division Material Group Sales Unit Delivering Plant Cash discount -Tax data Country Tax category Tax classification -Quantity stipulations Min order !uantity Min delivery !uantity Delivery unit

Material#Master#,#/eneral#"ata
Base Unit of Measure unit of measure in within your company. The Base Unit of Measure is the which stocks are managed

Division You may enter the Division which your product is in for sales (defaults if entered in the Basic data screen). Material roup ! (freely defina"le) key that#s used to group several materials or services for analysis$reporting as well as search "y match code. %ales Unit material is unit of measure. Delivering 'lant availa"le for sale. value only. This is the unit of measure in which the sold& if different from the "ase 'lant& from which the material is This is a default

Material#Master#,#0a+#data#$# &uantity#sti)ulations
Tax data Country Tax category Tax classification Country Taxes" applica#le to this $aterial %e g &ederal" State taxes in US" '(T in GB) taxa#le" exe$pt

Quantity stipulations Min order !uantity Min delivery !uantity Delivery unit Min !uantity a custo$er can order %in #ase unit of $easure) Min delivery !uantity to a custo$er *nly $ultiples of this nu$#er +ill #e delivered to the custo$er

Material#Master#,#Sales-#sales#org #
-asic Data > 1 ? #lassification Sales6 sales org0 > 1 ?

-Grouping ter$s

Sales6 general5plant Purchasing

Matl statistics group Material pricing grp 'olu$e re#ate group (cct assign$ent grp Co$$ission group ,te$ Category group

"oreign Trade6 !mport Data Sales6 text Purchase order6 text M,P > 1 C "orecasting Storage > 1 ? 8arehouse Management > 1 ? +uality Management Accounting > 1 ? #osting > 1 ?

Material#Master#,#/rou)ing#terms
Matl statistics group Material pricing grp 'olu$e re#ate group (cct assign$ent grp -elps to deter$ine +hich data the syste$ updates in the .ogistics ,nfor$ation Syste$ %.,S) ( +ay to group $aterials +ith si$ilar pricing conditions ( $aterial can #e assigned to a volu$e re#ate group %e g .o+ /e#ate" -igh /e#ate) if the $aterial !ualifies for re#ate ( grouping of $aterials +ith the sa$e accounting re!uire$ents %used to deter$ine revenue and sales deduction accounts) Several $aterials can #e assigned to the sa$e co$$ission group" if the co$$ission sharing #et+een representatives is the sa$e for these $aterials %e g /ep (0 12" /ep B0 342" /ep C0 352)

Co$$ission group

,te$ Category group( grouping of $aterials" that helps the syste$ deter$ine the ,te$ Category ,te$ Category deter$ines ho+ a specific ite$ is processed #y syste$ 6 g a text ite$ is not relevant for pricing

Material#Master#,#Sales-#general/)lant
-asic Data > 1 ?

General data Base unit Gross +eight 7et +eight (vail Chec8 Shipping data %ti$es in days) Trans Grp .oadingGrp Pac8aging $aterial data Matl grp ship $atls General plant para$eters 7egative stoc8

#lassification Sales6 sales org0 > 1 ? Sales6 general5plant Purchasing "oreign Trade6 !mport Data Sales text Purchase order6 text M,P > 1 C "orecasting Storage > 1 ? 8arehouse Management > 1 ? +uality Management Accounting > 1 ? #osting > 1 ?

Material#Master#,#/eneral#data#$#S1i))ing# data#2times#in#days3
General data Base unit Gross +eight 7et +eight (vail Chec8 The Base Unit of Measure is the unit of $easure in +hich stoc8s are $anaged +ithin your co$pany ,n Base Units of Measure ,n Base Units of Measure Tells the syste$ +hen to do an availa#ility chec8" as +ell as +hich M/P ele$ents %such as purchase orders" reservations) to include in the chec8

Shipping data %ti$es in days) Trans Grp Transportation groups are groups of $aterials that have the sa$e transportation re!uire$ents &or exa$ple" all goods that need refrigeration .oading groups define $aterials that have the sa$e loading re!uire$ents" such as for8lift truc8" or crane

.oading Grp

Material#Master#,#Packaging#material#data#$## /eneral#)lant#)arameters
Pac8aging $aterial data Matl grp ship $atls" or Material group shipping $aterials &reely defina#le group na$e" +hich is used to indicate groups of $aterials +ith si$ilar shipping $aterials" such as li!uids or #ul8" for exa$ple

General plant para$eters 7egative stoc8 Chec8 $ar8 indicator" +hich specifies +hether negative stoc8 is allo+ed at that plant

Material#Master#,#Sales#te+ts
-asic Data > 1 ? #lassification Sales6 sales org0 > 1 ?

- Sales texts

Text specific to the $aterial and in an appropriate language

Sales6 general5plant Purchasing "oreign Trade6 !mport Data Sales text Purchase order6 text M,P > 1 C "orecasting Storage > 1 ? 8arehouse Management > 1 ? +uality Management Accounting > 1 ? #osting > 1 ?

Account .roups
Account group determines which fields are to be used in defining customer master data

"ield Status
"ield status controls the use of each field within the customer master determining whether a field is re)uired, optional, suppressed or display only "ield status controls are also relevant to a specific activity create, change, or display

Sales & Distribution

- Custo er Master -

#ustomer Master
/ e n e ra l " a ta S a le s #$ #" is tr i% u tio n " a ta C o m ) a n y #C o d e " a ta

#ustomer Master
#entrali%ed data for both SD * "! Segmented into three sections
& .eneral data 1 address * communication & #ompany code data 2"!3 1 ban'ing and payment information related to "! & Sales data 2SD3 1 pricing, delivery, output

The sales data is specific to one sales area and is therefore dependent on the sales organi%ation

#ustomer Master by Sales Area

#ustomer Sales $rgani%ation Distribution #hannel Division

Customer#Master#,#Address#$# ###Communication
General Data Address
Customer#4ame Searc1#0erm Street#address5#City5 Postal#code5#Country 6anguage

General Data Communication

0ele)1one5##Fa+5##"ata#num%ers ##

Customer#Master#,#Control#"ata
General data Control data
Account#control#-# ######## 0a+#information#-# ##### 7endor5#Aut1ori8ation 0rading#)artner5#/rou)#key 0a+#codes5#Fiscal#address Country#code5#City#code 7A0#45#0a+#jurisdiction#code *9uali8ation#ta+5#Sole#)ro)rietor 0a+#on#sls/)ur International#6ocator#4o 0rans)ort#:one *+)ress#station 0rain#station 6ocation#code

Reference#data# /#area#Industry######

Customer#Master#,#Marketing
General Data Marketing

Classification#-# ##### #####

4ielsen#I" Customer#classification Industry Industry#codes

##### O)erating#figures#-# Annual#sales 4um%er#of#em)loyees #### Fiscal#year#'ariant Sales#)ros)ecting#-#6egal#status

Customer#Master#,#Payment# ##0ransactions
General Data Payment Transactions

Ban8 details

Country Ban8 9ey (ccount holder Ban8 (ccount Control 9ey Collection

Customer#Master#,#;nloading#Point
General Data Unloading points

;nloading#)oint Customer#factory#calendar "efault#;nloading#Point# /oods#recei'ing#1ours

Customer#Master#,#Foreign#0rade
General Data Foreign trade

Country#key#for#e+)ort#control#of#customer 0a%le#of#"enial#Orders#list#20"O3 S)ecial#"esignated#4ationals#list#2S"43 "i'ersion#!ig1#Risk#Profile#list#2"!RP3 ;sage#and#Classification

Customer#Master#,#Contact#Persons
General Data Contact persons
4ame 0ele)1one#num%er "e)artment First#name Form#of#address#2e g #Mr 5#Ms 3 Function

Customer#Master#,#Accounting Information Company Code Data

Accounting Information
(ccounting info /econciliation (ccount Sort 8ey -ead office ,nterest indicator ,nterest calculation fre!uency .ast 8ey date Buying group

,nterest calculation

/eference data

Customer#Master#,#Payment# 0ransactions Company Code Data

Payment Transactions

Payment#data- Payment#terms 0olerance#grou) Automatic# Payment# 0ransactions- Payment#met1ods Alternati'e#)ayer 6ock%o+

Customer#Master#,#Corres)ondence
Company Code Data Correspondence
"unning#data#Corres)ondence#"unning#)rocedure "unning#reci)ient Account#num%er at#customer Customer#user Customer Sales Accounting 6egal

Payment notices#to#-

Customer#Master#,#Insurance
Company Code Data Insurance

*+)ort#credit insurance#- Policy#num%er Institution#num%er Amount#insured 7alid#until 6ead#mont1s "educti%le

Customer#Master#,#Sales
Sales Data Sales area
Sales#order#- Sales#district Sales#office Sales#grou) Order#)ro%a%ility Item#)ro)osal Account#at#customer Pricing#/ StatisticsPrice#grou) Customer#)ricing#)rocedure Price#list#ty)e Customer#statistical#grou)

Customer#Master#,#S1i))ing
S D Data S!ipping

S1i))ing#-#

"eli'ery#)riority S1i))ing#conditions "eli'ering#)lant Order#com%ination <atc1#s)lit#allowed

Partial#"eli'ery- Com)lete#deli'ery Partial#deli'ery#of#item Ma+imum#)art#deli'eries

Customer#Master#,#<illing
S D Data "illing

<illing#section#- Manual#in'oice#maint Re%ate Pricing <illing#sc1edule In'oice#list#sc1edule "eli'ery#and )ayment#terms#- Incoterms Payment#terms Accounting#0a+esAccount#assignment#grou) #0a+#re9uirements#for#t1e#customer

Customer#Master#,#Partner#Functions
S D Data Partner functions

01e#different#)artners#are#assigned ##SP ##<P### ##P=### ##S!### ##> Sold(to()arty <ill(to()arty Payer S1i)(to()arty additional#Partner#function2s3

Assigning Additional Partners

, Siesta Base#all -eague . /era Cru'0 %M , Sold.to 1 2((23 Sold.to Bill.to 1 2((23 Payer 1 2((23 Bill.to Payer Ship.to Ship.to 1 2((23 , Siesta Base#all -eague . /era Cru'0 %M , Sold.to 1 2((23 Sold.to Bill.to 1 2((23 Payer 1 2((23 Payer Ship.to Ship.to 1 2((23 Bill.to Ship.to 1 2(456 . Bakersfield0 C

Ship.to

Sales & Distribution

- !usiness Partners -

-usiness Partners
Defines all of the parties involved in a business transaction and differentiates between their roles customer, carrier, employees, customer contact, etc0 Through customi%ing the system automatically assigns partners to the customer master and to transactions
Sold-to Ship-to Bill-to Payer

-usiness Partners
The system creates these four business partners by default0 All four are re)uired0 All four may be the same or may be different0 Since these are automatically assigned partners you may need to add additional partners to carry out your business transactions0 Sold-to Ship-to Bill-to Payer

-usiness partners
#ustomer that orders the goods #an perform all primary partner functions sold1to, ship1to, payer, bill1to Primary type of business partner #annot be lin'ed to other sold1to partners

Sold1to

Sold-to Ship-to Bill-to Payer

-usiness partners
Party that receives the goods #an be created as an independent partner and lin'ed to one or more sold1to partners

Ship1to

Sold-to Ship-to Bill-to Payer

-usiness partners
Party that receives the invoice #an be created as an independent partner and lin'ed to one or more sold1to partners Sold-to

-ill1to

Ship-to Bill-to Payer

-usiness partners
Party that sends the payment #an be created as an independent partner and lin'ed to one or more sold1to partners Sold-to

Payer

Ship-to Bill-to Payer

-usiness Partners
Sold-to Ship-to Ship-to Ship-to Bill-to Payer

9xample
Sold-to Ship-to Ship-to Ship-to

Sales & Distribution

- Pricing -

Pricing
D8orld1classE functionality (ighly customi%able * extendible $ne of the most complex features of SAP 7sed to determine the net price for a material or an order

Pricing Process
Standard pricing calculates the gross price, then applies discounts, surcharges and applicable taxes to arrive at the final price
final price F gross price 1 discounts G surcharges G taxes

#ost1plus pricing determines the base cost and applies the appropriate discounts, surcharges and taxes
final price F cost 1 discounts G surcharges G taxes

Pricing #omponents
Pricing is based on a matrix of predefined and custom elements Delivered element groups 2a0'0a0 conditions3
& Prices & Discounts * Surcharges & "reight & Taxes

Pricing Procedure
!n short, the mechanism used to arrive at the final price #onsiders all of the applicable pricing conditions, e0g0 material price, customer discount !s assigned by6 sales area, sold1to party and sales document type 2e0g0 sales order3

Pricing Procedure
The pricing procedure uses what SAP calls Dthe condition techni)ueE0 The pricing condition techni)ue starts with the6
& & & & & Pricing Procedure which loo's at #onditions which use Access Se)uences which accesses #ondition tables which point to A price, discount or other condition 2H3

/:; Pricing Process

S(.6S D*C ,T6M D6T6/M,76 P/,C,7G P/*C6DU/6 &*/ ,T6M D6T6/M,76 (CC6SS S6QU67C6 &*/ 6'6/< C*7D,T,*7 T<P6 ,7 P/,C,7G P/*C6DU/6 (CC6SS T-6 C*7D,T,*7 /6C*/DS (7D D6T6/M,76 P/,C6 P/,C6 T-6 ,T6M

U7,&*/M

S(.6S (/6( = D*CUM67T T<P6 = S*.D-T*

C*7D,T,*7 T<P6 (7D (CC6SS S6QU67C6 (/6 .,796D ,7 T(B.6

CUST*M6/:M(TC. */ P/,C6 .,ST:M(TC. */ M(T6/,(.

--?@ 5A 7:(

S(.6S D*C7 S*.D P/,C,7G (/6( T<P6 T* P/*C6DU/6 US43 US43 U943 U945 ( B ( ( 3 3 3 3 USSTD US(.T U9STD U9STD

C*7D,T,*7 T<P6 96< P/44 9,44 T>44 &/44

(CC6SS S6QU67C6 P/44 9,44 T>44 &/44

ST*PS .**9,7G (&T6/ &,7D,7G &,/ST '(.U6

.**9 &*/ C*7D,T,*7 (CC6SS */ /6C*/DS ,7 T-,S */D6/ S6QU67C6 D6/ *& C*7D,T,*7 T(B.6S P/44 43 45 4; 9,44 43 45 4; 6TC7 CUST*M6/&M(T6/,(. P/,C6 .,ST T<P6:M(TC. M(T6/,(. CUST*M6/&M(T6/,(. P/,C6 .,ST T<P6:M(TC. M(T6/,(. 6TC7

P/,C,7G C*7D,T,*7 C*7D,T,*7 P/*C6DU/6 T<P6 USSTD P/44 9,44 T>44 P/,C6 D,SC*U7T T(>6S &/6,G-T P/,C6 D,SC*U7T

P/,C6 6.6M67T C*7T/*. P(/(M6T6/S UPP6/:.*B6/ .,M,TS

&/44 US(.T P/44 9,43

Price Agreements
Simple price agreements
& & & & product customer customer * material customer group * material

Detailed price agreements

& pricing scales & rebates & customer expected price

Speciali%ed Master Data

#ustomer Material !nfo0 ,ecord !tem Proposal /isting * 9xclusion Product Substitution

#ustomer5Material !nfo0 ,ecord

Defines a customer alias for a material * description, for example6
Material = 6 .love #ustomer = 6 Pastime .love

#an further define attributes of the material, shipping and partial delivery information specific to the product and customer ,eferenced in the sales order using the $rdering Party overview

!tem Proposal
7sed to define fre)uently ordered combinations or special assortments of products and )uantities 9ither products or products with )uantities can be selected during order entry An item proposal can be defined for a customer via the customer master record

Material /isting * 9xclusion

7sed to control what products are available for a customer or group Material /isting defines products that can be sold to a customer Material 9xclusion defines products that cannot be sold to a customer

Product Substitution Material Determination

9nables automatic or manual substitution of materials during sales order processing 9xamples6
& substitute a standard product with a promotional material & substitute based on a customer preference & substitute based on selection list 2manual3

#ustomi%ing "or Transactions Shipping "unctions

Shipping Point Determination
& The shipping point is determined for each line item based on the shipping point determination & shipping point F shipping condition G loading group G delivering plant

#ustomi%ing "or Transactions Shipping "unctions

,oute Definition
& ,oute to be traveled and the transit time & .eneric routes can be used to simply define transit time

,oute Determination
Proposed route F shipping point G destination country G transportation %one G shipping condition

Sales & Distribution

- Transactions -

-usiness Document Types

,n!uiry Quotation Sales *rder Cash Sale /ush *rder De#it Me$o /eturna#le Pac8aging Consign$ent Scheduling (gree$ent /eturns Contract

Credit Me$o

$rder Processing "unctionality

Delivery scheduling Availability chec' Transfer of re)uirements to M,P Pricing #redit chec' Shipping point * route determination "oreign trade * license processing Document flow

Delivery Scheduling
Automatic scheduling of essential shipping activities 000 #alculated using defined activity times 000 ,esulting in scheduled activity dates Determined using bac'ward and forward scheduling rules

Delivery Scheduling
Structure of sales documents
*eader -ine item 8 2 Schedule line 8 2 Schedule line 8 4 -ine Item 8 4 Schedule line 8 2

Delivery Scheduling

Terminology

Transportation lead time time re)uired to schedule transportation Pic'5Pac' time time re)uired for pic'ing and pac'ing /oad time time re)uired to load Transit time time re)uired to transport goods from shipping point to ship1to

-ac'ward Scheduling
5A
Order Date 4@th Material "aila#ility 4=th Transp7 Sched7 4>th -oading 43th Goods Issue 46th !e9uested Del"7 Date ?2st

Transp 7 Sched7 Time :2 day; Pick < Pack Time

:4 days;

-oading Time
:2 day;

Transit Time
:4 days;

"orward Scheduling
5D
Material "aila#ility 4=th Order Date 4>th Transp7 Sched7 4>th -oading 43th Goods Issue 46th !e9uested Del"7 Date ?2st

Transp7 Sched7 Time

:2 day;

-oading Time
:2 day;

Transit Time
:4 days;

%eA Del"7 Date

Pick < Pack Time

:4 days;

Availability #hec'
Determines the material availability date #onsiders inward and outward movement of inventory customi%able !nfluences partial deliveries by
& proposing a )uantity that can be delivered on the re)uested date 2complete delivery3 & determines the earliest date for full delivery & determines the number and dates for partial deliveries to fulfill the order

Availability #hec'
!n determining the material availability date the system can include specific stoc's if selected, such as6
& Safety stoc' & Stoc' in transfer & +uality inspection stoc' & -loc'ed stoc' & ,estricted use stoc'

Transfer of ,e)uirements to M,P

$rdered )uantities are passed to M,P 2MM3 #ontrolled by the schedule line category -loc'ing of documents can affect re)uirements passing delivery bloc'

#redit #hec'
9fficient means to implement credit management !ntegrated with "! via credit control area Automatically alerts when a credit chec' fails #omprehensive credit management reporting

Shipping Point * ,oute Determination

A shipping point is determined for each line item shipping point determination A delivery can only be processed from one shipping point ,outes 1 route to be traveled * transit time are determined using customi%ed rules ,outes can be used to simply define transit time

"oreign Trade * /icense Processing

Predefined trade areas 4A"TA, 97 Automated reporting for trade areas Automated controls
& license management & embargo lists & control by customer, country, product, point in time

Shipping

Shipping $verview
#omprehensive functionality to support pic'ing, pac'ing and loading functions 8or' list and deadline monitoring "unctions with bac'order processing Tightly coupled to the MM and "! modules "acility for transportation management

Shipping $verview
Order Order Order Deli"ery Order Com#ination Order Deli"ery Deli"ery Deli"ery Partial Deli"ery Complete Deli"ery Deli"ery Order

Shipping $verview
Delivery creation activities
& chec's order and materials to determine if a delivery is possible delivery bloc', incompleteness & confirms availability & confirms export5foreign trade re)uirements & determines total weight * volume

Shipping $verview
Delivery creation activities
& generates pac'ing proposal & considers partial deliveries & updates route assignment & assigns pic'ing location & determines batches & updates sales order status, delivery )ty

Deliveries * Delivery 4otes

The Delivery 4ote
& !nitiates the delivery process & #ontrol mechanism for the process & #hanges to delivery are allowable 1 products, )uantities

Picking Deli"ery %ote Packing Status -oading Post Goods Issue

Delivery Due /ist

Produces a wor'1list of deliveries 9ncompasses deliveries and transfers #an be scheduled to run in batch Automatically combines deliveries

Pic'ing
+uantities based on delivery Assigned date when pic'ing should begin Automated storage location assignment Supports serial number trac'ing and batch management !ntegrated with 8arehouse Management 28M3

Pac'ing
!dentifies which pac'aging is to be used for specified products !dentifies and updates accounts associated with returnable pac'aging Trac's the pac'ed product by container !nsures weight5volume restrictions are enforced

.oods !ssue
9vent that indicates the change in ownership of the products ,educes inventory Automatically updates the .5/ accounts 9nds the shipping process and prevents changes to the shipping documents

.oods !ssue
General ledger In"entory >@( Cost of goods sold >@(

-illing $verview
Automated invoicing based on sales orders and5or deliveries "unctionality for processing credit5debit memos and rebates !ntegration with "! * #$1PA 7pdates customerIs credit data #an create pro forma invoices

Automatic Account Assignment

Defines the .5/ accounts that billing entries are posted to revenue, deduction, freight charges
!pplicati (onditi on on Type , Fro Sales Doc" /-0) Fro Table (hart of !ccoun ts (12T Fro Sales Doc" %ale s -rg. (ust !cct . rp. *+ !ccou $4 nt /ey !ccou nt

5+** % 324 ** -.. Fro Fro Fro Fro Sales Custo er Pricing Table Doc" Master Proc

-illing Methods
Separate in"oice per deli"ery Order Deli"ery Deli"ery Deli"ery Deli"ery Deli"ery Deli"ery In"oice In"oice In"oice In"oice In"oice

Collecti"e In"oice In"oice Split

Order Order Order

-illing Documents
9xplicitly specify documents -illing due list builds a wor'list of invoices that should be generated Automatic posting to "!

-illing Documents
General ledger !e"enue 4((( Customer 4((( &! recon7 4(((

-illing Plans
Periodic total amount for a planned billing period Milestone distributing the total amount over multiple billing dates 1 typically used with the proJect system 2PS3 !nstallment evenly proportioned amounts and defined payment dates ,esource related consumed resources such as service or consulting

SD Milestone -illing
Sales Order
Sold1to 6 +AK !ndustries Material 6 NC<1d'> .enerator Delivery Date Price 6 :<5?:5LM 6 H@::,:::

Billing Plan

<illing# date ../@A/BC A./@A/BD AE/@A/BD AF/@A/BD AC/@A/BD

"escri)tion Contract Assem%ly O)erational Acce)tance Final#in'oice

7alue

.A 3A5AAA EA####.@A5AAA EA####.@A5AAA .A 3A5AAA (( ##(#(

<illing %lock ####( ####( # ####+ ####+ ####+

Milestone ######+ ######+ ######+ ######+

<illing status ####+ ####+

$utline Agreements
#ontracts Schedule Agreements

#ontracts
Defined )uantities and validity period for a customer The contract is fulfilled by orders placed against the contract 1 release orders #ontracts are automatically updated through release order processing Pricing can be assigned to a contract

#ontracts
Contract Target $ty1 6(( Order $ty1 >(( 7 7 7 Contract Target $ty1 6(( Order $ty1 >@(

!elease Order Order $ty1 4((

!elease Order Order $ty1 2@(

Scheduling Agreements
Defines specific product )uantities and delivery dates for a customer Schedule lines and processed through standard delivery processing Availability chec' is performed during creation and )uantities are passed to M,P System automatically updates delivered )uantities

Scheduling Agreements
Scheduling greement Date (@&2@ (=&2@ (>&2@ (3&2@ $ty 2(( 2(( 4(( ?(( Deli"ery @&2( 2(( Deli"ery =&2( 2(( Deli"ery >&2( 4(( Deli"ery 3&2( ?((

-ac'orders
-ac'order Processing ,escheduling

-ac'orders
-ac'order processing
& determines which orders have unconfirmed )uantities by customer or material & sort the orders according to priority & assign available stoc' to outstanding orders or reassign confirmed )uantities to high1 profile orders

-ac'orders
,escheduling
& updates the orders with the results of the availability chec' & can be used to manage the distribution of available inventory when demand is greater than supply

-est if run in batch mode, rescheduling can be very time consuming

#ustomer ,eturns

!eturn Order Goods !eceipt $uality Inspection Credit Memo

#ustomer ,eturns
2 Order Deli"ery !eturns Deli"ery In"oice
/eturn to ,nventory

!eturn

Credit Memo

#ustomer ,eturns
,eturns document
& -illing bloc' can be proposed & 7se the $rder reason field to identify the reason for the return & "ull access to pricing and ability to re1price

,eturn delivery
& !ssues a goods receipt to place material into inventory

#ustomer ,eturns
#redit memo
& -illing bloc' must be cleared from ,eturn & Posts to "! & #an be processed in batch 2bac'ground3 & #an be processed collectively 2grouped3

$utput * Text

#ommunication
Bar Coded Documents

$utput

Printed Documents

+mail

S P Document

F B +DI

)orkfloA

#ommunication

$utput

$utput traditional forms or electronic communications produced for internal or external partners Assigned to business partners * sales documents Definable media 9D!, fax, print (ighly customi%able Sapscript

#ommunication

Text

Texts are used for internal and external communication #reated for business partners, materials, header or item level of sales documents order, delivery, billing, pic'ing lists

S!S $verview
"lexible information system designed to support business planning, forecasting and reporting Pre1defined catalog of performance measures and reports $n1demand access to reports and exceptions Data maintained in a separate database

/ogistics !nformation System

!nventory Management Purchasing Sales and Distribution Production Plant Maintenance +uality Management

!nventory !nformation System Standard Analysis

Material Plant Storage /ocation M,P #ontroller Material .roupings

Purchasing !nformation System Standard Analysis

Material Oendor Material .roup Purchasing .roup Purchasing Documents

Sales !nformation System Standard Analysis

N Pre1defined drill1down reports
& #ustomer & Material & Sales $rgani%ation & Shipping Point & SD Documents

Production !nformation System Standard Analysis

Product .roup Material 8or' #enter Production ,esources and Tools

,eporting Tools
Oalue display 1 absolute or percentage Top 4 1 top >:, top >::, etc0 Sorted 1 ascending or descending A-# #lassification .raphics 1 ?D, @D