SAP Rollout & SD Module Configuration Tips


Retail & Distribution ISU/ BOSE Corporation Radhamohan Ramisetty

Author is TCS SAP SD Module Consultant in Retail & Distribution ISU, currently deputed to TCS US on BOSE Corporation SAP project since July 2007. He has worked on SAP rollout projects for countries - Australia, China, Hong Kong, Taiwan,India and currently involved in BOSE Japan country Rollout. Prior to this, he has worked on SAP Implementation and support project for Eimskip client - Iceland, UK and Netherlands. Before Eimskip, he was project lead of Cadbury Schweppes F&B Australia support pack implementation project in TCS Mumbai. Any questions & concerns on this document can be sent at my email id –

Tips and Important points TCS Public .Contents 1) Objective 2) What is Rollout? 3) Key challenges 4) Key points 5) SAP Configuration on core areas 6) Hints.

In addition.Objective Purpose of this document is giving an understanding of SAP Rollout. Key challenges etc. TCS Public . SAP Rollout aims at aligning the Global standardized business with local processes. What is Rollout? SAP Rollout is a process of rolling out the Global template business processes across the geographies. It is like configuring SAP in Regional countries of an organization which has spread & operates from across several countries in the world. A Global template is actually developed during SAP implementation at the main base location of country or at their head quarters of an organization. This document is not intended to discuss all SD Module configuration steps and focus is only on core SAP SD steps with respect to Rollouts in Regional countries and all SD areas might not covered. Rollout in other Regional countries is usually SAP Configuration through following the Global business blueprint using Global template Roadmap. this document covers some Hints & Tips in Sales & Distribution module (SD) configuration for Rollout purpose.

Key challenges: • • • • • • • • • • • Alignment of Global business template with Local/ Regional countries business requirements Non-uniformity in business processes among several countries for same organization Cultural. Government and Statutory compliances Local Reports & FORMS requirements New Functionality Different Pricing & Tax structure Technical Infrastructure Acceptance by Local teams Existing Interfaces & Software in use by Local countries Harmonizing Customer & Vendor Master data TCS Public . Language. Audit. Time zones and Communication differences Different Legal.

E – Enhancements – User-exits / BADI’s • • • • • Configuration Document has to be prepared on all SAP Configuration changes done for local countries. SAP Solution Manager can be used to upload all documents and monitor the progress and project plan Documentation Knowledge transfer • • • TCS Public . This document will explain step by step configuration changes.Key points: • • Global business template is helpful to understand existing SAP business processes in the organization Global business team & SAP core team interacts with Local (Regional countries) business & local SAP team during workshops & meetings to explain Global business process and to collect Local requirements Gaps & additional requirements will be identified which leads Gap documents creation Gap documents will be reviewed by Core teams to analyze & assess local requirements Process wise Global template extension documents can be prepared to document the existing solution in Global template and TO BE changes for local requirements FRICE is the key process for documenting Technical requirements F – Forms – New FORMS R – Reports – New Reports I – Interfaces – ALE’s/ Idocs / XML files C – Conversion – BDC’s & LSMW’s etc.

we don’t need to create new divisions for local countries. defined for local country TCS Public . no need to configure in Local countries. configuration is already done for base country and we will discuss some touch points for Rollout. is to be assigned to respective company code from Assignment 2) Distribution channel & Division: If Common DC & other required DC’s are already exist / used in Global template. unless new required by local countries.SD Configuration tips: Here. Important: Existing DC’s & Division from Global template need to be assigned to new Sales org. If Common Divisions & other required are already exist / used in Global template. at least one new Sales organization to be created with reference to existing Sales organization This new Sales org. unless specific requirement. 1) Sales Organization: Regional countries will have to be defined as new Company codes in SAP. In each country.

3) Setup Sales area: Sales area need to be setup for local countries for each combination of local country Sales org – DC – Division (NewXX10/10/00) 4) Sales office & Sales group: Global template Sales offices can be used for local countries and mostly no need to create new Sales offices. unless specific local requirements But. Naming Convention Hint: During SAP Rollout project Global template preparation. Sales groups are most specific to local requirements and have to be defined using the Global template and naming convention to be followed country specific. TCS Public . Consultants need to follow the proper naming convention as per specific guidelines for uniformity. certain guidelines are formed or will be used for Naming convention in different countries.

SD Consultant need to interact with MM Module consultant to understand new plants defined for local countries. based on Global template design 6) Assign new Shipping points (of Local countries) to new Plants created for local countries: TCS Public . Shipping points are generally country specific and based on physical location from they (local countries) ship from. Shipping points are we have to identify shipping point requirements from local country business core team. These new shipping points to be based on new Plants defined for local countries (Plants are generally defined by MM consultants) Client specific Naming convention be followed Loading point & Transportation Planning points are optional.New Sales offices to be assigned to Sales area & Sales groups to be assigned to Sales office 5) Shipping points: We have to define new Shipping points for local countries based on defined new Plants in SAP.

7) Assign Plant to Sales org – Distribution channel: Once new Sales org & Plants are defined in SAP for local countries. we have to assign Sales org & Distribution channel combination to new Plants Tip: Here. Sometimes. we assign plants to Sales org & DC. While. units to minimize cost of creating and maintaining master data. which is a very simple step. 8) Assign Sales area to Credit control area: Before this. local countries ship goods from plants from other country or other Sales org unit. This is to be defined same as Global template. we have to assign new Sales org unit (XX10) to new plants of that local country. A credit control area looks like this: 9) Master data – Define Common Distribution Channels If Global process template supports using Common Distribution channels. we need to consider the requirement. we need to define Credit control area. TCS Public . we need to define the same for all Regional countries sales org.

These are the Reserve fields in the customer master record. to define whether all sales document types of Global template are required to be used for all Regional countries. These new document types can be defined through Sales document Header In the same sequence. TCS Public . order reason etc. which are not used in the standard system and will be used based on local requirements. 11) Define & Assign new Sales order types: Regional countries may have new Sales document types other than from Global business template like Cash order. 12) Assign Sales area to Sales document types: This is important. we can define number ranges. Rush order etc.10) Define Customer group fields (Maintain Reserve fields in Customer master): We may need to maintain additional fields in customer master for any Financial Reporting purpose in Regional countries.

Brazil.Delivery Item categories. we have to Assign Sales order types permitted for Sales areas: In this table. Copy control settings. in the same sequence. if required for any local countries Delivery process. Blocking reasons follows based on local requirements Hint: There are some country specific settings to be done for Argentina. Switzerland etc. each country may require some or all of them. If US10 defines multiple document types. Consultants need to consider these settings for Rollouts in these countries. 13) Define Delivery document types: Existing Global template Delivery types can be used.Once we complete Combine steps. Italy. New Delivery types creation leads to creation of . Define number ranges for new Billing document types. 14) Define Billing document types: Global template Billing document types can be used for local countries. unless specific new document types required for new document types. New Delivery document types only are defined. we need to assign only sales document types relevant for each country Sales org. No need to perform any configuration settings. Define split criteria etc. unless new document types required. TCS Public . Number Ranges. We don’t need to perform any configuration settings. Tip: This is to avoid unnecessary use or access of all Global process sales order types for different local countries.

Copy control settings.Payment card: If any additional Payment cards types from local countries. Italy. VISA and MASTER Card. if Global template design not covered. Switzerland etc. units through “Activate Rebate processing”. New G/L accounts to be defined for Rebate processing in local countries. Blocking reasons follows based on local requirements Hint: There are some country specific settings to be done for Argentina. 15) Credit Management: We have to do some settings here – a) Assign new sales & new delivery documents of local countries to Credit groups b) Define Automatic credit control settings for local countries Credit control areas (Define CCA is explained above step no. Brazil.8) Define number ranges for new Billing document types. it is to be activated for Regional countries Sales org. Consultants need to consider these settings for Rollouts in these countries. Rebate processing: If Global process template uses Rebate process. Standard SAP system contains 3 card types – AMEX. 16) Shipping conditions: We will need to create new shipping conditions & Loading groups for local countries after analyzing their shipping strategy for delivery of goods to the customer TCS Public . to be defined.

Proposed shipping point and Manual shipping point (optional). we have to assign entries with combination of shipping conditions. loading group. which is mostly country specific and we needed to do several config settings. Example: Global business template may have several output types for Sales. even though we have those outputs available in Global business template. Consider carriers. TCS Public . Shipping. Weight groups. it is necessary to use Load program. Plant. 18) Output Determination: Outputs are another most important area. Calendar. shipping conditions. Due to the huge volume of these entries. Route Determination and Route schedule Determination.New sales document types to be assigned with shipping conditions Important: It is very important to do Shipping point Determination configuration settings for Local countries through Assign Shipping Points step: Here. as we need to create new output types for Regional countries. Transportation zones. But. Billing areas. touch points are everything right from Defining Routes. Here. Shipping process in local countries. still we need to create separate output types for each country requirements. 17) Routes: Routes & Route Determination is another important area. Transportation groups. Hint: We need to use Route determination Load program to load entries into SAP system. Transit times.

New output types will be assigned to these FORMS Hint: We don’t need to create new Output procedures. 19) Availability Check: We have very minimal settings to be done here for local countries. then we have to create separate price list. which is a development effort. This is the area. It is a very good idea to develop new Pricing procedure for local countries by following Global business template pricing model. Retail prices. We have to define Default settings for Availability check through below step. due to the different pricing & tax requirements for different countries. price groups.FORMS: However. If Global pricing model is using price lists. Promotions. TCS Public . We have to analyze local countries pricing model in their business like Material prices. Customer. This is to be done for all Regional countries Sales areas. deals etc. where one consultant has to spend more time in Rollout process. price groups for Regional countries. Different discounts. Dealer. unless required by customer and Regional countries outputs can be assigned to Global business template output procedures. Availability check is one of the areas which is followed Global process template. Smart forms are different for each country. 20) Pricing.

which depends on Global process template & Local process requirement. which may cause pricing determination errors Tax condition types are a must for local countries. We may have to work on lot of Interfaces and development in addition to basic configuration.Thankyou ------------------ TCS Public . ------------. Try to leverage existing condition types from Global business template There might be several condition tables created for Global business template with multiple combinations – These can re-used New pricing procedure naming convention to be followed Access sequences are sensitive area. It is client specific and purpose of this document is to give some overview of SAP Rollouts from SD Module perspective.Hints & Tips on Pricing: • • • • Avoid creating new condition types. where we have to take utmost care in not interrupting existing Global business template sequence. unless necessary. we may have to configure many other processes in SD for Rollouts. due to different taxes • Conclusion: In addition to above configuration.

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