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Roadmap
Introduction Organization Structures Master Data Sales Shipping Billing Business Processes Reporting

•Order Mgmt. •Shipping / Transportation •Billing / Invoicing •Sales Support •Sales Information •MRP •Purchasing •Goods Movements •Invoice Verification •Inventory Mgmt •Warehouse Mgmt. •Vendor Evaluation •Purchasing Information •Sales Planning (SOP) •Production Planning •MRP/MRP2 •Forecasting •Capacity Planning •Production Activity •Costing •Project Management •Quality Planning •Quality Inspection •Quality Control •Quality Documentation •Quality Information •Maintenance & Inspection Planning •Processing of plant Maint. orders •Mgmt.of completion confirmations •History Mgmt. •Plant Maintenance Info.

SD
Sales & Distribution

•General Ledger •Accounts Receivable •Accounts Payable •Cash Management •Financial Controlling •Consolidation •Financial Assets Mgmt. •Inter-company Accounting •Foreign Currencies & Taxation

FI
Financial Accounting

MM PP
Materials Mgmt.. Production Planning

CO
Controlling

AM

•Cost Element Actg.. •Cost Center Actg. •Activity Based Costing •Activities & Services Costing •Order and Project Actg. •Technical Asset. Mgmt. •Investment Control •Traditional Asset Actg. •Investment Mgmt. •Funds Mgmt. •Resource Mgmt. •Quality Control •Time Mgmt. •Automate Business Processes •Supports all Modules •Result of the ICOE’s •Industry specific functionality

R/3
HR IS
Industry Solutions

Fixed Assets Mgmt..

QM

Quality Management PM Plant Maintenance

PS Central Repository Project of Information WF System
Workflow Human Resources

Payroll Time Mgmt. Travel Expense Actg. Benefits Recruitment

Workforce Planning Training Admin. Organization Mgmt. Personnel Planning Personnel Admin.

SD…What for art thou? Sales Shipping Billing Master Data Sales Info System Transportation Sales Support Foreign Trade .

Sales      Nerve center for  Business functionality  Inquiries & Quotes customer order  Sales Orders management  Returns Highly customizable  Contracts & Scheduling Support for simple and Agreements  Consignment complex pricing  Rush Orders & Cash Sales Integrated ATP  Back Orders & Subsequent Integrated credit Deliveries management  Credit & Debit Memo Requests .

Shipping  Outbound Logistics   Picking. Packing & Inventory management Generate Shipping Documents  Returns Deliveries & Stock Transfer  Process management through work lists and deadlines .

invoice & credit memo  Real-time integration with FI  Pricing / Re-pricing functionality .Billing  Invoicing — automated or manual  Comprehensive set of billing functions  Linked documents — e.g.

materials and pricing Flexible data structures that support the business environment Specialized master data to support sales order processing .Master Data    Detailed information and functionality defined for customers.

consolidate. and utilize data from sales and distribution processing A component of the Logistics Information System (LIS) .SIS   Flexible tool that allows you to collect.

planned dates Transportation Scheduling — coordinating transportation to shipping schedule .Transportation  Transportation Management     Transport Routes — legs and transit time Deadline management — critical dates Shipment monitoring — actual dates vs.

Computer-Aided Sales / Sales Support  Provides the functionality to support the staff involved in business development and customer service processes  Primary functions  Sales Prospects  Contact Persons  Competitors & Competitive Products  Sales Activities  Direct Marketing .

Table of Denial. Facility for standard government reporting — NAFTA. product. EU Integrated in Sales and Shipping functionality .Foreign Trade      Scaled export control: country. point in time Export license management Supported by comprehensive master data: embargo/boycott. customer. etc.

Free of Charge Contract Rush Order Sales Order Returns Scheduling Agreement M M Shipping Debit Memo Delivery Transport Credit Memo Billing Invoice FI .SD Document Flow and System Integration CAS Sales Sales Activities Inquiry Quotation SI S Subsequent Delv.

SAP Organization Structure Client Credit Control Area Business Area Chart of Accounts Control Area Company Distribution Channel Shipping Point Loading Point Purchasing Org. . Purchasing Group Plant Sales Organization Sales Office Sales Group Division Sales Area Storage Location Transportation Planning Pt.

Sales Company Code Game Keeper Sales Organization Puzzles Sales Organization Electronic Distribution Channel Direct Distribution Channel Direct Distribution Channel Wholesale Division Puzzles Division Video Games .

Sales Company Sales Organization 1 Distribution Channel I Sales Organization 2 Division A Division B Division C Division B Division C Division A Division B Division C Distribution Channel II Division A Division B .

Internal Sales Sales Area (Game Keeper. Direct . Puzzles) Sales Office Eastern Sales Office Southern Sales Office Western Sales Group Northeast Sales Group Atlantic Sales Group Mid-South Sales Group South Sales Group Rocky Mtns Sales Group West Coast .

4 Loading Pt Docks 5 & 6 Loading Pt Dock 1 .Shipping and Transportation Plant Transportation Planning Pt Shipping & Traffic Office Shipping Pt Express Shipping Pt Freight Dock Loading Pt Docks 1 .

The system will copy these parameters into the fields of transaction documents. .Exercises  Create User Parameters  Assign an organization structure to a parameter value.

Partner Functions Bill-to Payer Carrier Contacts .Business Partners Sold-to Ship-to Sales Employee Credit Mgr.

Definable Account Groups Bill-to Payer .Account Groups Sold-to Ship-to Sales Employee One-time Customer Etc.

Payment Transactions Correspondence Insurance Sales Shipping Billing Output Partner functions Company Code Data Sales & Distribution Data .Customer Master General Data Address Control Marketing Unloading Point Foreign Trade Contact Persons Account Mgmt.

Business Partners. Div-A Example 2 Sold-to #: 123 Company Code: CC Sales Area: SO-A. DC-A. DC-A. Div-A Ship-to #: 123 Bill-to #: 123 Payer #: 123 Ship-to #: 123 Ship-to #: 234 Ship-to #: 393 Bill-to #: 123 Bill-to #: 654 Payer #: 123 . Example 1 Sold-to #: 123 Company Code: CC Sales Area: SO-A. cont.

DC-A. DC-A. Div-B Ship-to #: 123 Ship-to #: 234 Ship-to #: 393 Ship-to #: 123 Ship-to #: 393 Bill-to #: 123 Bill-to #: 123 Bill-to #: 654 Payer #: 123 Payer #: 123 . Example 3 Sold-to #: 123 Company Code: CC Sales Area: SO-A. cont. Div-A Sales Area: SO-A.Business Partners.

Exercises    Create customers (sold-to) master records Create a Ship-to Partner Assign the Ship-To Partner to a Sold-To Partner .

Material Master General Data Material number & type Description Unit of measure Weight / Volume Division Plant Specific Data MRP Profile Production Accounting / Costing Export data Storage Location Data Storage Conditions Temperature Conditions Sales Area Data Delivering plant Sales texts Sales unit of measure Shipping data Pricing groups .

Material Master Organization Structure Relationship Material# : 1090 Description: Mt. Rushmore Distribution Channel Storage Location Plant Sales Organization .

Material Master Stock (Inventory) Overview .

Exercises   Create sales views for materials (sold-to) master records Check the stock level (inventory) .

pr.Pricing Prices Material Price list Customer specific Other Taxes Federal State County Local Other Freight Incoterms Other Discounts & Surcharges Customer Material Price group Mat. Grp Free Goods (Internal & External) Other ./matl./mat. group Price group / material Price grp. Pricing group Customer/material Cust. pr.

Pricing Scales Sales Org. US01 WH Customer 123678 Material MAT-12 Validity Period Valid from: 01/01/98 Valid to : 12/31/2001 Scale quantity From 1 100 1000 UoM ea ea ea Rate 10.00 9. Dist.50 Unit USD USD USD 1 By Uom 1 1 ea ea ea .00 7.Ch.

Exercises    Create material prices Create a customer specific material price Create a customer specific discount .

Business Documents — SD Document Types Inquiry Quotation Sales Order Rush Order Cash Sale Delivery Free of Charge Returnable Packaging Debit/Credit Memo Request Returns Scheduling Agreement Consignment Contract .

data Sales area data . Ship-to Pricing Business data Delivery date Quantity Shipping data Procurement data Partial delivery data Business data Pricing Partner Output Texts P.Structure of Sales Documents Header Line item Schedule line Line Item Schedule line Schedule line Material (product) Quantity Alt.O.

Features in functionality. Information in Sales Documents ...

Exercises   Create a sales order Challenge …     View header business data View order with different “Overview” tabs View item pricing Change the delivery date (hint: use „fast change of‟ functionality) .

Free of Charge Contract Rush Order Sales Order Returns Scheduling Agreement M M Shipping Debit Memo Delivery Transport Credit Memo Billing Invoice FI .SD Document Flow and System Integration CAS Sales Sales Activities Inquiry Quotation SI S Subsequent Delv.

Inquiry

Quotation

Exercises
  

Create an inquiry Create a quotation Challenge …

View item business data Create header and item texts

Free of Charge Contract Rush Order Sales Order Returns Scheduling Agreement M M Shipping Debit Memo Delivery Transport Credit Memo Billing Invoice FI .SD Document Flow and System Integration CAS Sales Sales Activities Inquiry Quotation SI S Subsequent Delv.

Contracts Contract Sold-to : ABC Company Material PUZ-001 Qty 10000 Valid from : 05/01/1998 Valid to : 04/30/1999 Description Grand Canyon. 2000 pc Release Order Release Order . 24x18.

Contracts .

Rushmore. 2000 pc Dlv. Date Qty 6/1/1998 300 8/1/1998 300 Schedule Lines 10/1/1998 600 Delivery 6/1/1998 Delivery 8/1/1998 Delivery 10/1/1998 . 24x18.Scheduling Agreements Scheduling Agreement Sold-to : ABC Company Valid from : 05/01/1998 Valid to : 12/31/1998 Material Qty Description PUZ-002 1200 Mt.

Scheduling Agreements .

Scheduling Agreements .

Exercises   Create a contract Create a scheduling agreement .

Creating New Documents By Referencing Existing Documents Inquiry Quotation Quotation Contract Order Order .

.

Exercises    Create a sales order referencing a quotation Create a sales order referencing a contract Challenge …  Check the contract to see how the referencing sales order impacted the quantities .

Sales Processing Functions Document Flow Delivery Scheduling Availability Check Requirements Transfer Credit Management Pricing .

etc.Credit Management Credit master data for customer (FI & SD) Customer Credit Risk Credit Limit Credit Limit Used ABC Co.000 System Functions •Sales order credit block •R/Mail to credit mgr. $100.. •No transfer of requirements Credit Issue Resolved Change Sales Order Credit block Reserve ATP inventory .000 $225.000 Create Sales Order Customer Net Amount ABC Co. Medium $300.

Document Flow .

Document Flow .

Order Processing Functionality  Availability check & Transfer of requirements to MRP   mutual dependence delivery options: one-time. proposal     Pricing Credit check Shipping point & route determination Foreign trade & license processing .

Key Sales Functionality Delivery Scheduling Requirements Transfer Availability Check .

Automated scheduling of essential shipping activities .Delivery Scheduling   Determines whether the customer‟s requested delivery date can be met or if a new delivery date must be calculated.

Backward Scheduling Sales Order Date Material Availability Date Transportation Scheduling Date Loading Date Goods Issue Date Requested Delivery Date    Pick / Pack time Loading time Transit time  Availability Check Transport. Lead time .

Forward Scheduling Sales Order Date Material Availability Date Requested Delivery Date New Material Availability Date Confirmed Delivery Date  Backward Scheduling Availability Check  Revised Delivery Schedule  .

including all inward and outward movement of goods Proposes delivery options Integrated with Backorder Processing .Availability Check     Integrated with Delivery Scheduling to confirm inventory for the material availability date for an item Evaluates the complete scope of inventory.

•Planned orders •Production orders •Purchase reqs. •Purchase orders •Replenishment lead time •Unrestricted stock •Quality check •Safety stock •In transit •Other plants .Availability Check — Scope of Check Inbound Inventory Outbound •Sales reqmts. •Reservations •Dependent reqmts. •Delivery reqmts.

Availability Check .

Availability Check .

Availability Check .

Availability Check — Complete delivery on requested date 300 200 100 Time Order Qty : 125 Order Date Material Availability Date Delivery Date .

Avail.Availability Check — Complete quantity on a later date 300 200 100 Time Order Qty : 250 Order Date Orig. Mat. Date Orig. Date New Mat. Avail. Delivery Date New Delivery Date .

Date Orig. Avail. Delivery Date Add’l Delivery Date . Avail.Availability Check — Partial Deliveries 300 200 100 Time Order Qty : 250 Order Date Orig. Mat. Date Add’l Mat.

Transfer of Requirements Header Line item Schedule line Schedule line Line Item Schedule line Schedule line determines whether: • Availability Check is carried out • Requirements are transferred to MRP .

Transfer of Requirements .

Foreign Trade & License Processing
  

Predefined trade areas — NAFTA Automated reporting for trade areas Automated export control

 

license management embargo lists control by customer, country, product, point in time

Sales Tools
Sales functionality that is enhanced by specialized master data Tools for simplifying, expediting and customizing sales related data entry

Product Proposals Customer/Material Info Record

Material Listing/Exclusion Material Determination

Product Proposal
PP-1 10 20 30 Product Proposal Material Material Material Qty Qty Qty PP-5 10 20 30 Product Proposal Material Material Material Qty Qty Qty

Customer Master 101 3579 966 ABC Co. The Mart Big Guy Inc.

Sales Order #1000 Sales Order #1001 Sales Order #1002

Valid from : 03/01/1998 Valid to : 12/31/9999 Material Description Matl-1 Matl-2 Matl-3 Customer Number ABC-P-1 ABC-P-14 ABC-P-7 Mt. Rushmore Grand Canyon Golden Gate Bridge .Customer-Material Info Record Sold-to Party: ABC Co.

Material Listing / Exclusion Material Listing Material Exclusion Customer 19 19 3400 3400 45 Material Matl-1 Matl-2 Matl-3 Matl-2 Matl-1 Customer 278 278 278 7784 45 Material Matl-1 Matl-2 Matl-3 Matl-2 Matl-2 Sales Order Sold-to Party: 278 10 20 Matl-1 Matl-4 100 100 .

Material Substitution Valid from : 03/01/1998 Valid to : Proposed reason: MatEntered Description Matl-1 Matl-2 Mt. Rushmore Grand Canyon 12/31/1999 0005 Automatic Material UoM Reason Matl-1x Matl-2x Ea Ea 0005 0005 Sales Order Sold-to Party: 278 10 Matl-1 Matl-1x 100 .k.a.Material Determination a.

Record Create a Product Proposal Assign the Product Proposal to a customer master record Create a Sales Order Referencing a Product Proposal Create a Sales Order Using Customer-Material Info.Exercises      Create a Customer-Material Info. Record .

FI. SD and WM .Shipping Features  Flexible processing functionality to support shipping/delivery functions Picking Packing Goods Issue Transportation Foreign Trade Cancel Goods Issue Scheduling/Planning supported through work lists and deadline monitoring Tightly integrated to MM.

Types of Deliveries Complete Delivery Order Delivery Delivery Partial Delivery Order Delivery Delivery Order Order Combination Order Order Delivery .

Processing Deliveries Shipping Point Delivery Note Status Picking Packing Post Goods Issue Outputs Pick list Packing list Bill of lading Labels Status Overall Picking Picking Confirmation Packing Goods Movement .

Delivery Document Processing Delivery Delivery Due List Returns Delivery Transfer Order Delivery without Reference .

Creating a Delivery     Manual delivery creation One-to-one with an order Provides greatest flexibility Process complete or partial deliveries Order Delivery .

Delivery Due List     Generates a work list of deliveries Processes deliveries and material transfers Can be scheduled to run in batch Automatically combines deliveries Order Order Order Order Order Delivery Delivery Delivery Delivery .

Delivery Due List .

Delivery Due List .

Picking .

Packing .

Post Goods Issue Sales Order(SD) D Picking e l I Packing v e r Post Goods Issue y Delivery Status Overall: Completed Picking: Completed Packing: Completed Goods issue: Completed Status & Schedule lines updated General Ledger (FI) Inventory 750 CGS 750 Inventory (MM) Inventory level updated Goods Issue .

that has been delivered.Exercises     Process deliveries using the Delivery Due List Complete the delivery process Cancel PGI (Remember to “un-cancel”!) Challenge …  Look at one of the orders. check the:   Schedule line(s) Header & item status .

Billing Overview     Automated invoicing relative to sales orders or deliveries and date based billing Robust pricing capability Functionality for credit and debit memos and rebate processing Integration with Financials and credit management .

Billing Methods Single Invoice Order Order Order Order Delivery Delivery Delivery Delivery Invoice Invoice Invoice Delivery Invoice Invoice Collective Invoice Invoice Split Order .

Billing Document Processing Billing Due List Individual / Manual Generates a billing list from eligible documents (deliveries/orders) based on selection criteria Creates a single invoice from an order or delivery .

Billing Document Processing — Individual Billing .

Billing Document Processing — Billing Due List .

Billing Document Processing — Billing Due List .

Postings General Ledger Sales 4500 Customer 4300 A/R recon. 4300 Discount 200 .Billing .

Installment amounts are calculated automatically Resource related — consumed resources such as services or make-to-order production Milestone Billing — Distributing the total amount over multiple billing dates .Billing Plans     Billing Schedule— Accumulated amount for a defined billing period Periodic Billing — evenly proportioned amounts billed on a defined payment schedule.

Exercises   Process Invoices Using the Billing Due List Challenge …  Look at one of the orders. check the:  Header & item status  View the Billing items and Accounting documents of any of the billing documents . that has been delivered.

Credit/Debit Memo Processing Sales Order Credit Memo Request Debit Memo Request Sales Shipping Billing Delivery Invoice Credit Memo Debit Memo .

Customer Return Sales Order Delivery Return (Create) Return Delivery (Returns) (Remove billing block) Credit Memo Sales Shipping Sales Billing .

Consignment Consignment Fill-up Delivery (1) Consignment Issue (Inventory at customer) Delivery (2) Invoice Sales Shipping Billing .

Free of Charge Delivery Sales Order Delivery 1 Free of Charge Delivery Free of Charge Delivery Sales Delivery 2 Sales Delivery Shipping .

Exercises  Process a Customer Return    Create a Return Document Complete the Return Delivery Issue a Credit .

Exercises  Complete a Sales Business cycle  Use your skills to walk through a sales cycle — Quotation to Billing .

Bill of Loading BILLING Invoice Invoice List Credit Memo Debit Memo . Contract Credit Alert Receipt SHIPPING Delivery Note Picking List Packing List Bill of Lading TRANSPORT Export Docs. Quotation Order Ack.SD Output & Reporting Sales & Distribution CAS Sales Activities Sales Letters Sales Activities & Sales Summary Direct Mailing SALES Inquiry Conf.

Output Media Email Internet SD Document Printed Documents FAX EDI Workflow .

forecasting and reporting Pre-defined catalog of performance measures and reports On-demand access to reports and exceptions Data maintained in a separate database .Sales Information System     Flexible information system designed to support business planning.

Data Flow & Functionality LIS Analysis (Reporting) Transaction Information SIS Planning Data Warehouse Early Warning .

3D . etc. top 100.Reporting Tools       Value display .top 10. Sorting .2D.ascending or descending ABC Classification Graphics .absolute or percentage Top N .

Reporting Tools .

Standard Analysis  6 Pre-defined drill-down reports       Customer Material Sales Organization Shipping Point Sales Employee Sales Office .

Customer Analysis       Sold-to party Period Sales Organization Distribution Channel Division Material .

Customer Analysis .

Material Analysis     Material Period Sales Organization Distribution Channel .

Sales Organization Analysis        Sales Organization Period Distribution Channel Division Sales District Sold-to Party Material .

Shipping Point Analysis      Shipping Point Period Route Forwarding Agent Destination Country .

Sales Employee Analysis        Sales Employee Period Sales Organization Distribution Channel Division Sold-to Party Material .

Sales Office Analysis       Sales Office Period Sales Organization Distribution Channel Division Sales Group .

Accessing More SIS Reports .

functions and graphics .Exercises   Review the information collected by SIS Have some fun and play with the different reports.

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