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DISTRIBUTION COURSE
TABLE OF CONTENTS
CREATING SALES RELEVANT ORGN UNITS
STEP 1: Creating Sales Organization
STEP 2 : Creating Distribution Channel
STEP 3: Creating Division
STEP 4: Creating Sales Offices
STEP 5: Creating Sales Group
ASSIGNING ORGN UNITS
STEP 6: Assigning Sales Organization with Company code
STEP 7: Assigning Distribution Channel to Sales Orgn
STEP 8: Assigning Division to Sales Orgn
STEP 9: Creating a Sales Area
STEP 10: Assigning Sales Office and Sales Group
CREATING MASTER DATA
Introduction to Master data
STEP 10: Preparing the system for Master Data Creation
- Creating Common Distribution Channel
- Creating Common Division
Customer Master Data - Introduction
STEP 11: Creating Customer Master
Material Master Data - Introduction
STEP 12: Creating Material Master
STEP 13: Posting Stocks for Material
STEP 14: Stock Overview
Condition Master Data - Introduction
STEP 15: Creating Condition Master
SALES ORDER CREATION
Definition and Prerequisites
STEP 16: Preparing the system Combining Organization Units
STEP 17: Assigning Sales Document to Sales Area
STEP 18: Sales Order Creation
UNDERSTANDING THE SALES ORDER
STEP 19: Viewing Header Details
STEP 20: Viewing Item Details
STEP 21: Viewing Schedule Lines
ORGANISATION SETUP
SALES ORGANIZATION
Sales Organization the Sales Organization is central organizational element that controls the
terms of sale to the customer.Defining the Sales Organisation is the foremost step in
customizing SD module in SAP.
STEP 1: CREATING SALES ORGANIZATION
Best advised business practice is to copy an existing sales orgn and create own sales orgn
Menu Path:
SAP IMG Enterprise Structure Definition Sales and Distribution Define,Copy
Delete, Check Sales Organisation
On Choose Activity screen, select Copy, Delete, Check Sales Organisation Double Click on
it.
Click on the Copy Icon
On the following screen please provide the From(Source) and To(Target) company code.
{ In practice please select sales orgn 3000 as source and give a target sales orgn as your own}
Press enter or
confirmation.
icon till the Sales organization gets created. Upon creating system issues a
& Save
Menu path:
SAP IMG Enterprise Structure Definition Sales and Distribution Maintain Sales
Office
Save your entries. When you enter a new window for Address entry will pop up pls provide
address info and then save the entries.
Sales group:
Employees of a sales office can be assigned to sales groups defined for each division
or distribution channel. Sales groups are assigned to sales offices.
Menu path:
SAP IMG Enterprise Structure Definition Sales and Distribution Maintain Sales
Group
Save entries.
Menu path: IMG Enterprise Structure Assignment Sales and Distribution Assign
Sales Organization to Company code
Creates assignment between your Distribution Chennel & Sales Organisation and save.
Click on
Create assignment between your Sales organization, Distribution Channel & Division
By selecting new entries.
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If the entry already exists the system will throw a message. If not, please save your
assignment.
STEP 10: ASSIGNING SALES OFFICE AND SALES GROUP:
Sales Offices are assigned to Sales Area
Menu Path: IMG Enterprise Structure Assignment Sales and Distribution Assign
sales office to sales area New Entries
Enter Sales Area {Sales Organization, distribution Channel & Division} & your Sales Office info
and save entries.
Sales Groups are assigned to Sales Offices:
Menu Path: IMG Enterprise Structure Assignment Sales and Distribution Assign
sales group to sales office New Entries
Enter created Sales office and sales group info and assign it by saving your entries.
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Ensure to provide the Common Distribution channel. For eg. Provide your own distribution
channel in both places.
Similarly Define Common Divisions:
Menu path:
IMG Sales and Distribution Master Data Define Common Division
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The customer master groups data into 3 different categories: General data, Sales area data,
and Company code data.
The general data is relevant for sales and distribution and for accounting. It is stored
centrally (client specific), in order to avoid data redundancy. It is valid for all organizational
units within a client.
The sales area data is relevant for sales and distribution. It is valid for the respective sales
area (sales organization, distribution channel, division).
The company code data is relevant for accounting. It is valid for the respective company
code.
Creating Customer master:
Menu Path: SAP Easy Access SAP Menu Logistics Sales and Distribution Business
partner Customer Create Complete
T Code XD01
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Account Group:
An Account group controls the data that needs to be entered at the time of creation of a
master record. Account groups exist for the definition of a GL account, Vendor and Customer
master. It controls Number ranges and Fields that appears while creation of customer.
(Creation Account group will be discussed in detail later)
Select standard account group Sold-to party R/3 CRM
Enter your company code for eg ZZ01
Enter the defined Sales area Eg Sales Orgn ZZ01 Distributin Channel Z6 & Divinsin Z7
Click
Enter the general data specific to your customer. This data will be created at Client level. Data
will be shared by all company code under that client. Click enter or
Then click on
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Enter Reconciliation account (Standard 142000). Also Click on tab Payment Transactions and
enter relevant details. After entering relevant details in every tab click
Click
code.
.Sales area data is specific for a sales area created under the company
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Enter data relevant for shipping. Delivery Priority, Shipping Conditions & Delivering plant are
the fields which will be referenced at various levels of sales order processing. Please ensure input
for these fields.
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Enter billing relevant details for the customer. Incoterms, Terms of payment and Tax condition
are the necessary data. Enter Tax condition as 0.
Partner functions Tab : Creates all necessary partners associated with this customer.
Enter
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MATERIAL MASTER
INTRODUCTION TO MATERIAL MASTER
All the information to manage a material is stored in a data record in the material
master, sorted by various different criteria.
Different departments in a company, work with the same material, but uses
different information on the material.
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Provide input for Plant, Storage Location, Sales Organization & Distribution Channel and enter.
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Basic Data1: Enter Material Description, Base Unit of Measure, Gross weight and Net weight of
the material..
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Click on Sales Org 2 Tab:Ensure that the entries for Item category gropu exists at this page. Item
category group is an important field to determine respective Item category for a sales order.
Goto Sales: General/Plant
Important fields are: Availability check, Transporation group & Loading Group. Transportation
group is a key element in determining the Route & Loading Groups for determination of Shipping
point at Sales order processing stage.(This will be discussed in detail at later stages)
On the MRP1 tab:
MRP tab entries will be used to determine the method system uses to work on materials
requirement planning
Enter value ND No planning in MRP Type field.
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and save
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Enter
Provide Material No and desired quantity on the respective fields. Enter and Save .
Confirmation of posting will appear on the bottom of the screen.
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Enter the Material No, Plant and Storage Location data & Execute
Look into the values under Column Unrestricted Use. This confirms that the stocks are posted
and are available for further processing.
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CONDITION MASTER
Another important Master data for Sales order processing is the Condition Master. Condition
Master has data related to a condition for a specific customer or a Material. For eg, Pricing,
Surcharge, Freight & Taxes are examples of a Condition master.
We can define condition master data (condition records) to be dependent on various
data. For example, maintain a material price customer-specifically or define a discount to be
dependent on the customer and the material pricing group.
Enter
on the Key combination screen pop up please select Material as we are creating a
record against a material.
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Assign a ref sales organization against your sales organization. Standard practice is to assign your own
Sales orgn as ref.sales org.
Combine Distribution Channel:
Similar to assignment of sales organization assign Distribution channel and Division as references.
Combine Division:
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click on Create
Here enter the Order Type, Your Sales Organization, Distribution Channel & Division.
Click Enter (or)
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Enter Sold-to party and PO number as customer reference and Press enter or click
Ship to party automatically.
System determines
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Check Incoterms, Terms of Payment terms These data are copied from Customer master. Billing Block if
active will be visible over here.
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The header level conditions will be displayed on this tab.The Net price of the document will be displayed
against the Net field.
Click on tab Partners
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Check if schedule lines have been created and quantity confirmed on dates required. To open schedule line
detail for a particular item Select the entire line item and double click it (or) click on Schedule line.
Every delivery required by the customer form as a single schedule line in sales order.
Detailed view of a schedule line can be seen by Double clicking on the item row or by clicking on
icon on the bottom of the page.
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Once the Schedule line details are open please verify the sales, shipping and Procurement details for the
specific Item.
Similarly data can be checked and maintained on other tabs like Text and Partners as required.
Next In main menu follow Menu path: Goto Overview or icon This will bring up the overview of the
sales order.
Next follow Menu path: Edit Incompletion Log to check completeness of document
Complete the incomplete data if any.
Then press
Following message is displayed at bottom left corner of screen
to save.
Click
Sales order creation is complete. The Sales order no will be displayed at the bottom of the screen.
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