CASE STUDY

SAP ERP Configuration Phase III
– Fulfillment

Product MOTIVATION PREREQUISITES
SAP ERP GBI You will configure the You should be familiar with
Release 6.04 enterprise structure and navigation in the SAP system.
business processes for
Revised Fulfillment. It is also recommended that
6/24/2013 you have gone through the
After setting up the procurement exercise.
organization units and
Focus
process parameters, you ACKNOWLEDGEMENT
Fulfillment will create necessary This material was prepared
master data and test the with the assistance of student
Authors business process. interns at the Seidman ERP
Simha R. Magal program at Grand Valley
Stefan Weidner State University and the SAP
Tom Wilder Club at CSU Chico as well as
student and research
Version assistants at SAP UCC
2.21 Magdeburg.

© SAP AG

Phase III – Fulfillment CASE STUDY

Overview and Table of Contents

Enterprise Rules and Process
Master Data
Structure Parameters Execution

Table of Contents
General Notes and Cautions ......................................................................................................... 1
Part III.1 – Enterprise Structure .................................................................................................... 3
Part III.2 – Rules and Parameters ............................................................................................... 16
Part III.3 – Master Data ............................................................................................................... 24
Part III.4 – Process Execution ..................................................................................................... 30

© SAP AG

Phase III – Fulfillment CASE STUDY

General Notes and Cautions
Warning: When working with other classmates at the same time in the same transactions within
“SPRO”, tables will tend to lock up and you will only be able to display them. This is due to the fact that
the system does not allow multiple users in the same transaction at the same time. To get passed this
message, simply wait until the current user in the transaction is finished and then proceed.

Attributes: At times, certain attributes or fields may not appear to have the name of them in front of the
user. To display the full name of the attribute or field, simply click within the field and then press the F1
key. This will bring up not only the title of the field, but it will bring up the full description of it to read.

The ### Symbol: When working with other classmates at the same time, you will be assigned your own
unique identifier which is called the ### Symbol or the “Pound Pound” Symbol. This will be your
identifier and is ASSIGNED FOR YOUR OWN USE ONLY!!! Please be cautious about other classmates
attempting to use your identifier whether it is on purpose or not and if you suspect other classmates using
it, inform your professor immediately so that fixes can be made accordingly. For example, if Ashley has
an identifier of 09, Ashley’s company code will be US09.

The Search Tool: At times in this document, the instructions will ask you to search for something to put
in a field. When it does this, simply click on the field itself and click on the icon to the right of it (it looks
like a white square). Clicking on it will bring up another window and you will search from there. You
may also search other field by clicking on the downward arrow that may be on the left or right of the
field. It will bring up a drop down menu that will have options to choose from and click.

Where do I start? : There are three ways to proceed within the SAP system: Using the “SAP Easy
Access” menu, using the “SAP Menu Bar”, and using the “SAP Customizing Implementation Guide”
menu. All three of these are explained below:

1. The SAP Easy Access menu appears when you start a new session.
2. The SAP Menu Bar also appears when you start a new session at the very top of the screen.

3. In the SAP Customizing Implementation Guide, there are two ways you may use to get here:

a. The first is to simply type “SPRO” in the transaction field at the top of the screen.
b. Proceed through the path to get there. The path consists of the following:

(In the main menu of SAP, click on the black arrows on the left of these names) SAP menu ► Tools ►
Customizing ► IMG ► Execute Project (double-click on “Execute Project”)

In the “Customizing: Execute Project” screen, click on the icon.

Saving: When the instructions to tell you to save data, always press the “Enter” key to validate. If there
are error(s) that occur, they must be corrected before continuing to the next task. You will find errors
from a transaction when there are red icons that appear in the message area. Messages that are yellow
contain warnings and not errors. At times, these must be fixed in order to move on. However, most of the
time, they do not need to be fixed and you can simply enter through them. Green messages are obviously
showing that nothing went wrong with the transaction and that you may proceed to the next task.

© SAP AG Page 1

Phase III – Fulfillment CASE STUDY

Enter Chart of Accounts Pop-Up: At times throughout this phase, there will be times when the system
asks you enter your chart of accounts to clarify which chart of accounts you are configuring for.

If this should happen, in the “Enter Chart of Accounts” pop-up, enter the following information:

Attribute Description Data Value
Chart of Accounts Key that uniquely identifies a chart of accounts. G###

Click on (CONTINUE (ENTER)).

This will get you into the next screen where the instructions will then tell you what to do for the task.

© SAP AG Page 2

.............................. 10 III...................................................... .................... Phase III – Fulfillment CASE STUDY Part III.... 9 III.............................1...................................9: Assign Business Area to Plant and Div............................................6: Set Up Sales Area ...........................1.........3: Assign Sales Organization to Comp.................1.......................... 15 © SAP AG Page 3 ..... 11 III....................................................1... 6 III......................5: Assign Division to Sales Organization ..............................................7: Assign SO – Distribution Channel – Plant ......................... ....1: Define Sales Organization ....1... 13 III......1...... Code ............................1.......... 8 III......1.......1 – Enterprise Structure Enterprise Rules and Process Master Data Structure Parameters Execution Table of Contents III..................................... 14 III.........8: Assign Sales Area to Credit Control Area ............1..10: Assign Shipping Point to Plant .......................................................................... 4 III.........................................................................................1.................................4: Assign Distribution Channel to Sales Org.......2: Define Shipping Point .................................................................. 12 III.........

1: Define Sales Organization Description: In this task. Warning: See “General Notes and Cautions” about table locks. Selected Click on (NEXT ENTRY). In the “Edit address: E###” pop-up. USA Rebate proc.1. There are two sales organizations within Global Bicycle Incorporated. click on the icon. In the “Cancel” pop-up. click on the icon. ARDS_SENDER Letter header text Text name for form text module letter header. ARDS_HEADER Footer lines text Text name for formula text module footer lines. A sales organization is an organizational unit responsible for the sale of certain products or services. In the “New Entries: Details of Added Entries” screen. © SAP AG Page 4 . delete. check sales organization In the “Choose Activity” pop-up. Address text name Text name for form text module short address. you create the highest summation level for the sales function. click on the icon. Navigation: SAP Customizing Implementation Guide ► Enterprise Structure ► Definition ► Sales and Distribution ► Define. enter the following information: Attribute Description Data Value Sales Organization Unit responsible for the sales of certain products. In the “Information” pop-up. copy. click on the icon. The responsibility of a sales organization may include legal liability for products and customer claims. double-click on Define Sales Organization. ARDS_FOOTER Greeting text name Text name for form text module: Greeting ARDS_SIGNATURE Sales org. Tasks and Data Entry: In the “Change View “Sales organizations”: Overview” screen. Phase III – Fulfillment CASE STUDY III.active Controls whether rebate processing is active. E### Name Name ### US East Statistics currency Currency that the system automatically proposes for United States Dollar statistics that you generate for a particular organization.calendar Sales organization calendar.

calendar Sales organization calendar. You will receive a message that says “Data was saved”. In the pop-up. In the “Information” pop-up. click on the icon. ARDS_HEADER Footer lines text Text name for formula text module footer lines. Phase III – Fulfillment CASE STUDY In the “New Entries: Details of Added Entries” screen. ARDS_SENDER Letter header text Text name for form text module letter header. Selected Click on (SAVE). Address text name Text name for form text module short address. click on the icon. USA Rebate proc. enter the following information: Attribute Description Data Value Sales Organization Unit responsible for the sales of certain products. click on the icon. © SAP AG Page 5 . ARDS_FOOTER Greeting text name Text name for form text module: Greeting ARDS_SIGNATURE Sales org. In the “Edit address: E###” pop-up. W### Name Name ### US West Statistics currency Currency that the system automatically proposes for United States Dollar statistics that you generate for a particular organization.active Controls whether rebate processing is active.

2: Define Shipping Point Description: In this task. Shipping points are independent organizational entities within which processing and monitoring of the deliveries as well as goods issue is carried out. click on the icon. USA Determine Load. copy. In the “Cancel address maintenance” pop-up. In the “New Entries: Details of Added Entries” screen. A delivery is processed by one shipping point only. click on the icon. ### Dallas Factory Calendar Identifies the factory calendar that is valid. enter the following information: Attribute Description Data Value Shipping Point Location from which you ship the item.Pick/Pack Time Indicates whether the system automatically Default from shipping point determines a time estimate for picking and packing when you process deliveries. Warning: See “General Notes and Cautions” about table locks. USA Determine Load. Det. © SAP AG Page 6 . Time Indicates whether the system automatically Default from shipping point determines a loading time (how long it takes to load the goods) when you process deliveries. ### Miami Factory Calendar Identifies the factory calendar that is valid. enter the following information: Attribute Description Data Value Shipping Point Location from which you ship the item. Navigation: SAP Customizing Implementation Guide ► Enterprise Structure ► Definition ► Logistics Execution ► Define. Click on (NEXT ENTRY). D### Description Description of the preference zone. Det.1.Pick/Pack Time Indicates whether the system automatically Default from shipping point determines a time estimate for picking and packing when you process deliveries. M### Description Description of the preference zone. check shipping point In the “Choose Activity” pop-up. In the “New Entries: Details of Added Entries” screen. click on the icon. In the “Edit address: US###” pop-up. Tasks and Data Entry: In the “Change View “Shipping Points”: Overview” screen. delete. you create three shipping points. Time Indicates whether the system automatically Default from shipping point determines a loading time (how long it takes to load the goods) when you process deliveries. Phase III – Fulfillment CASE STUDY III. double-click on Define shipping point.

click on the icon. Phase III – Fulfillment CASE STUDY Click on (NEXT ENTRY). In the “New Entries: Details of Added Entries” screen. In the “Edit address: US###” pop-up. Det.Pick/Pack Time Indicates whether the system automatically Default from shipping point determines a time estimate for picking and packing when you process deliveries. In the “Edit address: US###” pop-up. © SAP AG Page 7 . enter the following information: Attribute Description Data Value Shipping Point Location from which you ship the item. click on the icon. USA Determine Load. In the pop-up. You will receive a message that says “Data was saved”. Time Indicates whether the system automatically Default from shipping point determines a loading time (how long it takes to load the goods) when you process deliveries. ### San Diego Factory Calendar Identifies the factory calendar that is valid. click on the icon. In the “Cancel address maintenance” pop-up. click on the icon. Click on (SAVE). S### Description Description of the preference zone.

Navigation: SAP Customizing Implementation Guide ► Enterprise Structure ► Assignment ► Sales and Distribution ► Assign sales organization to company code Tasks and Data Entry: You are in the “Change View “Assignment Sales Organization – Company Code”: Overview” screen. Each sales organization is assigned to only one company code. Phase III – Fulfillment CASE STUDY III. Click on (SAVE). © SAP AG Page 8 . you assign your sales organization to your company code. you may get a message “Fill in all required entry fields” with the empty company code fields highlighted. fill in the appropriate company code for your fellow students and let them know of the task. Sales transactions will eventually lead to financial transactions. You will receive a message that says “Data was saved”.3: Assign Sales Organization to Comp. Therefore it is important to provide the link between the sales and financial accounting enterprise structure by linking a sales organization to a company code. Warning: See “General Notes and Cautions” about table locks. Code Description: In this task.1. If you receive this message. * If other students have not yet assigned their sales organizations to their company codes. Enter the following information: SOrg. Your US West ### US West Your Global Bike Inc. Name CoCd Your US East ### US East Your Global Bike Inc.

you assign distribution channels to your sales organizations. enter the following information: SOrg. You will receive a message that says “Data was saved”.1. A sales organization is responsible for selling materials and services. The sales organization is an organizational unit within logistics which structures the company according to its sales requirements. A distribution channel is the channel through which saleable materials or services reach the customer. DChl Your US East Wholesale Your US West Wholesale Your US West Internet Click on (SAVE). a distribution channel can be valid for several sales organizations. As many distribution channels as desired can belong to a sales organization.4: Assign Distribution Channel to Sales Org. Warning: See “General Notes and Cautions” about table locks. Navigation: SAP Customizing Implementation Guide ► Enterprise Structure ► Assignment ► Sales and Distribution ► Assign distribution channel to sales organization Tasks and Data Entry: In the “Change View “Assignment Sales Organization”: Overview” screen. © SAP AG Page 9 . click on the icon. Description: In this task. Phase III – Fulfillment CASE STUDY III. In addition. In the “New Entries: Overview of Added Entries” screen.

Dv Your US East Accessories Your US East Bicycles Your US West Accessories Your US West Bicycles Click on (SAVE). Assignment of divisions and sales organizations takes place in customizing. enter the following information: SOrg. Navigation: SAP Customizing Implementation Guide ► Enterprise Structure ► Assignment ► Sales and Distribution ► Assign division to sales organization Tasks and Data Entry: In the “Change View “Assignment Sales Organization – Division”” screen. You will receive a message that says “Data was saved”. The division establishes responsibility for profits from materials and services. A division is an organizational unit in logistics in the SAP ERP System. In the “New Entries: Overview of Added Entries” screen. A sales organization can sell materials from different divisions. © SAP AG Page 10 . you assign your division to your sales organizations. Phase III – Fulfillment CASE STUDY III. Divisions can be used to form sales areas to refine the external organizational sales structure.1. click on the icon.5: Assign Division to Sales Organization Description: In this task. Warning: See “General Notes and Cautions” about table locks. You can use divisions to organize materials or services. for example to form product groups or lines.

You cannot create a sales document or enter a customer master record in sales and distribution without a sales area. Navigation: SAP Customizing Implementation Guide ► Enterprise Structure ► Assignment ► Sales and Distribution ► Set up sales area Tasks and Data Entry: You are in the “Change View “Assignment Sales Organization”: Overview” screen. Warning: See “General Notes and Cautions” about table locks. A sales area is the bare minimum structure required to process a sales transaction in the sales and distribution module. You will receive a message that says “Data was saved”. DChl Dv Your US East Wholesale Accessories Your US East Wholesale Bicycles Your US West Internet Accessories Your US West Internet Bicycles Your US West Wholesale Accessories Your US West Wholesale Bicycles Click on (SAVE). enter the following information: SOrg. distribution channel. © SAP AG Page 11 . A sales area is a combination of a sales organization.6: Set Up Sales Area Description: In this task. you set up necessary sales areas for your company. Click on (NEW ENTIRES).1. In the “New Entries: Overview of Added Entries” screen. Phase III – Fulfillment CASE STUDY III. and division.

you assign your sales organization to distribution channels and plants. enter the following information: SOrg. You will receive a message that says “Data was saved”. In the “New Entries: Overview of Added Entries” screen. © SAP AG Page 12 . Warning: See “General Notes and Cautions” about table locks. DChCust/Mt Plnt Your US East Wholesale Your DC Miami Your US East Wholesale Your Plant Dallas Your US West Internet Your Plant Dallas Your US West Wholesale Your Plant Dallas Your US West Internet Your DC San Diego Your US West Wholesale Your DC San Diego Click on (SAVE).1.7: Assign SO – Distribution Channel – Plant Description: In this task. Click on (NEW ENTRIES). Navigation: SAP Customizing Implementation Guide ► Enterprise Structure ► Assignment ► Sales and Distribution ► Assign sales organization – distribution channel – plant Tasks and Data Entry: In the “Change View “Assignment Sales Organization/Distribution Channel – Plant”: Overview” screen. Phase III – Fulfillment CASE STUDY III.

This organizational unit can either be a single or several company codes. You will receive a message that says “Data was saved”. if credit control is performed across several company codes. Enter the following information: SOrg. Phase III – Fulfillment CASE STUDY III.8: Assign Sales Area to Credit Control Area Description: In this task. © SAP AG Page 13 . Warning: See “General Notes and Cautions” about table locks. The credit control area is an organizational unit that represents the area where customer credit is awarded and monitored. you assign the credit control area that was defined in Phase 1 to your sales organization. Navigation: SAP Customizing Implementation Guide ► Enterprise Structure ► Assignment ► Sales and Distribution ► Assign sales area to credit control area Tasks and Data Entry: You are in the “Change View “Sales Area: Allocation to Credit Control Area”: Overview” screen. DChl Dv CCAr Your US East Wholesale Accessories Your Global Bike Inc. One credit control area contains credit control information for each customer. Your US West Internet Accessories Your Global Bike Inc.1. Click on (SAVE). Your US East Wholesale Bicycles Your Global Bike Inc. Your US West Internet Bicycles Your Global Bike Inc. Your US West Wholesale Bicycles Your Global Bike Inc. Your US West Wholesale Accessories Your Global Bike Inc.

Navigation: SAP Customizing Implementation Guide ► Enterprise Structure ► Assignment ► Sales and Distribution ► Business Area Account Assignment ► Assign Business Area to Plant and Division Tasks and Data Entry: You are in the “Change View “Org. The SAP system uses the plant and the division to find relevant business area for account assignment for revenue postings. you create a combination of the business area. Phase III – Fulfillment CASE STUDY III. and division for automatic business area account assignment. Unit: Business Area Determination”: Overview” screen. Click on (NEW ENTRIES). You will receive a message that says “Data was saved”. In the “New Entries: Overview of Added Entries” screen. enter the following information: Plnt Dv BusA Your Plant Dallas Accessories Your Bikes Your Plant Dallas Bicycles Your Bikes Your DC Miami Accessories Your Bikes Your DC Miami Bicycles Your Bikes Your DC San Diego Accessories Your Bikes Your DC San Diego Bicycles Your Bikes Click on (SAVE). plant. Description: In this task.1. © SAP AG Page 14 .9: Assign Business Area to Plant and Div. Warning: See “General Notes and Cautions” about table locks.

Click on (ASSIGN). click on D###. In the “Shipping Points -> Plants: Overview” screen. enter the following information: Selected Your DC Miami ### Miami Click on (COPY (ENTER)). Phase III – Fulfillment CASE STUDY III. © SAP AG Page 15 . In the “Shipping Points -> Plants: Choose Shipping Point” pop-up. Click on (ASSIGN).1. In the “Shipping Points -> Plants: Choose Shipping Point” pop-up. enter the following information: Selected Your Plant Dallas ### Dallas Click on (COPY (ENTER)). Therefore it is important to define from which shipping points are assigned to specific plants. In the “Shipping Points -> Plants: Choose Shipping Point” pop-up. In the “Shipping Points -> Plants: Overview” screen. enter the following information: Selected Your DC San Diego ### San Diego Click on (COPY (ENTER)). Click on (ASSIGN).10: Assign Shipping Point to Plant Description: In this task. Click on (SAVE). You will receive a message that says “Data was saved”. Warning: See “General Notes and Cautions” about table locks. you assign your shipping points to corresponding plants. click on M###. Navigation: SAP Customizing Implementation Guide ► Enterprise Structure ► Assignment ► Logistics Execution ► Assign shipping point to plant Tasks and Data Entry: In the “Shipping Points -> Plants: Overview” screen. click on S###. Shipping transactions can only take place at a location where materials are stored.

... 17 III......................2: Assign SP with Loading Groups ........................................................... 19 III.....................................2 – Rules and Parameters Enterprise Rules and Process Master Data Structure Parameters Execution Table of Contents III............................ Phase III – Fulfillment CASE STUDY Part III...2.. 18 III................. 22 III.............. 23 © SAP AG Page 16 .....................................................................................3: Assign G/L Revenue Accounts ......................4: Define Pricing Procedure Determination ..............................................................................2........2.................2.1: Configure Automatic Postings ..........2....................5: Define Rules by Sales Area .................

double-click on GBB. In the “Maintain FI Configuration: Automatic Posting – Procedures” screen. Phase III – Fulfillment CASE STUDY III. © SAP AG Page 17 . General modification Valuation class Account 0001 VAX Trading goods Your Cost of Goods Sold 0001 VAX Finished products Your Cost of Goods Sold Click on (SAVE). Warning: See “General Notes and Cautions” about table locks. Selected Click on (SAVE). In the “Maintain FI Configuration: Posting – Accounts” screen. In the “Maintain FI Configuration: Automatic Posting – Rules” screen. enter the following information: Attribute Description Data Value General modification Add this attribute to Automatic Posting – Accounts screen. You will receive a message that says “Changes have been made”.2. you enter the system settings for inventory management and invoices. You will receive a message that says “Changes have been made”. Navigation: SAP Customizing Implementation Guide ► Materials Management ► Valuation and Account Assignment ► Account Determination ► Account Determination Without Wizard ► Configure Automatic Postings Tasks and Data Entry: In the “Automatic Posting” screen. Configuring automatic postings will automatically determine the account assignment for transactions in materials management that make postings to accounts in financial accounting. Selected Valuation class Adds this attribute to Automatic Posting – Accounts screen. Selected Valuation modif. enter the following information: Valuation modif. click on the icon. Rules will also be determined for the postings made into financial accounting. Add this attribute to Automatic Posting – Accounts screen.1: Configure Automatic Postings Description: In this task.

You will receive a message that says “Data was saved”. loading groups. © SAP AG Page 18 . click on the icon. Loading groups identify the equipment required to load the goods. Phase III – Fulfillment CASE STUDY III.2.2: Assign SP with Loading Groups Description: In this task. you enter a valid combination of shipping points. For example. Warning: See “General Notes and Cautions” about table locks. Navigation: SAP Customizing Implementation Guide ► Logistics Execution ► Shipping ► Basic Shipping Function ► Shipping Point and Goods Receiving Point Determination ► Assign Shipping Points Tasks and Data Entry: In the “Change View “Shipping Point Determination”: Overview” screen. and plants. a crane or fork lift truck could be defined as loading groups. shipping conditions. In the “New Entries: Overview of Added Entries” screen. enter the following information: SC LGrp Plnt PrShP Standard Crane Your Plant Dallas Your Dallas Standard Handcart Your Plant Dallas Your Dallas Standard Crane Your DC Miami Your Miami Standard Handcart Your DC Miami Your Miami Standard Crane Your DC San Diego Your San Diego Standard Handcart Your DC San Diego Your San Diego Click on (SAVE).

In the “Change View “Cust. Sales/Distribution Cnd Ty.2. Trading Goods ActKy Identifies different types of accounts. © SAP AG Page 19 . Click on (EXIT).Grp/Account Key. double-click on Cust. Your US West AAG The account group to which the system Domestic Revenues automatically posts the sales document. Navigation: SAP Customizing Implementation Guide ► Sales and Distribution ► Basic Functions ► Account Assignment/Costing ► Revenue Account Determination ► Assign G/L Accounts Tasks and Data Entry: In the “Assign G/L Accounts” screen.Grp/Account Key”: Overview” screen. click on the icon. Responsible for the sale of products. Warning: See “General Notes and Cautions” about table locks.3: Assign G/L Revenue Accounts Description: In this task. You will receive a message that says “Data was saved”. In the “Assign G/L Accounts” screen. click on the icon. General ledger revenue accounts are items that a business entity earns from third parties in the form of income such as sales revenue. Your GBI COA SOrg. Acct Determ.with CO ChAc Key that identifies a chart of accounts. and services earned. fees. In the “New Entries: Overview of Added Entries” screen. you assign general ledger accounts. The general ledger is the main accounting record of a business.Grp/MaterialGrp/AcctKey.Grp/MaterialGrp/AcctKey”: Overview” screen. An account determination type. double-click on Cust. Your Customer Service Revenue Settlement Click on (SAVE). In the “Change View “Cust. Phase III – Fulfillment CASE STUDY III. Revenue G/L Account Identifies the general ledger account. AAG Material group with same requirements. enter the following information: Attribute Description Data Value App Subdivides the usage of a condition.

Identifies an account determination type. Phase III – Fulfillment CASE STUDY In the “New Entries: Overview of Added Entries” screen. Your GBI COA SOrg. ActKy Identifies different types of accounts. Your GBI COA SOrg. Your US West AAG The account group to which the system Domestic Revenues automatically posts the sales document. Sales/Distribution Cnd Ty. ActKy Identifies different types of accounts. Sales deductions G/L Account Identifies the general ledger account. Responsible for sale of certain products. Your US East AAG The account group to which the system Domestic Revenues automatically posts the sales document. ActKy Identifies different types of accounts. Acct determination ChAc Key that identifies a chart of accounts. Your Sales Discount © SAP AG Page 20 . Revenue G/L Account Identifies the general ledger account. Your US East AAG The account group to which the system Domestic Revenues automatically posts the sales document. Sales/Distribution Cnd Ty. Acct determination ChAc Key that identifies a chart of accounts.with CO ChAc Key that identifies a chart of accounts. Your Sales Discount App Subdivides the usage of a condition. Identifies an account determination type. Your GBI COA SOrg. ActKy Identifies different types of accounts. Your US West AAG The account group to which the system Domestic Revenues automatically posts the sales document. Identifies an account determination type. Sales/Distribution Cnd Ty. Identifies an account determination type. Your US West AAG The account group to which the system Domestic Revenues automatically posts the sales document. ActKy Identifies different types of accounts. Acct determination ChAc Key that identifies a chart of accounts. Responsible for sale of certain products. enter the following information: Attribute Description Date Value App Subdivides the usage of a condition. Identifies an account determination type. Responsible for sale of certain products. Your Customer Service Revenue Settlement App Subdivides the usage of a condition. Responsible for sale of certain products. Your GBI COA SOrg. Sales/Distribution Cnd Ty. Sales deductions G/L Account Identifies the general ledger account. Responsible for sale of certain products. Acct Determ. Revenue G/L Account Identifies the general ledger account. Your GBI COA SOrg. Your Sales Revenue App Subdivides the usage of a condition. Your Sales Revenue App Subdivides the usage of a condition. Sales/Distribution Cnd Ty. Revenue G/L Account Identifies the general ledger account. Acct determination ChAc Key that identifies a chart of accounts.

In the “Change View “Material Grp/Acct Key”: Overview” screen. Phase III – Fulfillment CASE STUDY Click on (SAVE). double-click on Material Grp/Acct Key. You will receive a message that says “Data was saved”. In the “Assign G/L Accounts” screen. Responsible for sale of certain products. In the “New Entries: Overview of Added Entries” screen. Trading Goods ActKy Identifies different types of accounts. Click on (EXIT). Your GBI COA SOrg. enter the following information: Attribute Description Data Value App Subdivides the usage of a condition. Your Customer Service Revenue Settlement Click on (SAVE). Sales/Distribution Cnd Ty. Your US West AAG Group with the same requirements.with CO ChAc Key that identifies a chart of accounts. Acct Determ. click on the icon. Revenue G/L Account Identifies the general ledger account. © SAP AG Page 21 . Identifies an account determination type. You will receive a message that says “Data was saved”.

Click on (NEW ENTRIES). DChl Dv DoPr CuPP PriPr.Code Your US West Internet Bicycles Standard Standard Standard-USA/With Jur.Code Your US West Internet Accessories Standard Standard Standard-USA/With Jur. Navigation: SAP Customizing Implementation Guide ► Sales and Distribution ► Basic Functions ► Pricing ► Pricing Control ► Define And Assign Pricing Procedures In the “Choose Activity” pop-up. enter the following information: SOrg.”: Overview” screen. you determine the price procedures for your sales area. and which requirements for a particular condition type must be fulfilled before the system takes the condition into account. The primary job of a pricing procedure is to tell the system which set of condition types is to be used in a particular sequence.Code Click on (SAVE). Your US East Wholesale Accessories Standard Standard Standard-USA/With Jur. The pricing procedure also determines which sub-totals appear during pricing. double-click on Define Pricing Procedure Determination. You will receive a message that says “Data was saved”. which method the system uses to calculate percentage discounts and surcharges. Tasks and Data Entry: You are in the “Change View “Pricing Procedures: Determination in Sales Docs.4: Define Pricing Procedure Determination Description: In this task. © SAP AG Page 22 .Code Your US East Wholesale Bicycles Standard Standard Standard-USA/With Jur.Code Your US West Wholesale Bicycles Standard Standard Standard-USA/With Jur. Phase III – Fulfillment CASE STUDY III. In the “New Entries: Overview of Added Entries” screen. to what extent pricing can be processed manually.Code Your US West Wholesale Accessories Standard Standard Standard-USA/With Jur.2. Warning: See “General Notes and Cautions” about table locks.

Phase III – Fulfillment CASE STUDY III. account determination cannot be carried out for each business area. Enter the following information: SOrg. If you do not specify a rule for a sales area.Unit: Sales Area – Business Area”: Overview” screen. Warning: See “General Notes and Cautions” about table locks. Navigation: SAP Customizing Implementation Guide ► Sales and Distribution ► Basic Functions ► Account Assignment/Costing ► Business Area Account Assignment ► Define Rules By Sales Area Tasks and Data Entry: You are in the “Change View “Org.5: Define Rules by Sales Area Description: For business area account determination. © SAP AG Page 23 . you have to define for each sales area the rules according to which the SAP System should find a business area. DChl Dv Rule Your US East Wholesale Accessories Business area determination from plant/division (T134G) Your US East Wholesale Bicycles Business area determination from plant/division (T134G) Your US West Internet Accessories Business area determination from plant/division (T134G) Your US West Internet Bicycles Business area determination from plant/division (T134G) Your US West Wholesale Accessories Business area determination from plant/division (T134G) Your US West Wholesale Bicycles Business area determination from plant/division (T134G) Click on (SAVE). You will receive a message that says “Data was saved”.2.

.....3: Create Pricing Conditions ................................................................................................................ 25 III...................................... Phase III – Fulfillment CASE STUDY Part III... 27 III......3......................3.......................3...............1: Extend Material Master .................................2: Create Customer ............................. 29 © SAP AG Page 24 ...3 – Master Data Enterprise Rules and Process Master Data Structure Parameters Execution Table of Contents III.........................

In the “Select View(s)” pop-up. Instead. the new information will be added onto the same material with additional information of the department. Wholesale Copy from Plant Plant of the reference. A material master record never contains duplicate materials. you go back to your trading goods (EPAD10###. In the “Organizational Levels” pop-up. SAP differs “adding” a new functionality from “changing” a pre-existing function. it is not necessary for another department to create the same material again.1: Extend Material Master Description: In this task. Navigation: SAP menu ► Logistics ► Materials Management ► Material Master ► Material ► Create (Special) ► Trading Goods Tasks and Data Entry: In the “Create Trading Goods (Initial Screen)” screen. Your Elbow Pads Industry sector The branch of industry to which the material is assigned. RHMT10###. Organizational unit responsible for the Your US East sale of certain products or services.3. Click on (SAVE AS DEFAULT VALUES). Sales organization of the reference. Wholesale Click on (SAVE AS DEFAULT VALUES). DC Miami Copy from Sales Org. © SAP AG Page 25 . Channel Distribution channel of the reference. Elbow Pads Click on (ENTER). Phase III – Fulfillment CASE STUDY III. Distr. you will be in the “create material” transaction again instead of “change material” transaction. Hence. OHMT10###. highlight the “Sales: Sales Org. You will receive a message that says “The material already exists and will be extended”. Retail Copy from…Material Material whose data you want the system to copy. Data 1” row. enter the following information: Attribute Description Data Value Material Alphanumeric key uniquely identifying the material. Your DC Miami Sales Org. Channel How products reach the customer. enter the following information: Attribute Description Data Value Plant Key uniquely identifying a plant. US East Copy from Distr. If a department stores information on a material in the material master data. and RKIT10###) you have created in the procurement exercise and add more functionality to the materials (sales view). Click on (CONTUNUE (ENTER)). KPAD10###. Highlight the “Sales: General/Plant Data” row. Click on (CONTINUE (ENTER)).

© SAP AG Page 26 . Your DC Miami Click on (ENTER). In the “Last data screen reached” pop-up. Refer to Appendix E to create the rest of the trading goods. You will receive a message that says “Material EPAD10### created”. click on the icon. enter the following information: Attribute Description Data Value Delivering Plant Plant from which the goods should be delivered. Phase III – Fulfillment CASE STUDY In the “Create Trading Goods EPAD10###” screen.

Wholesale Division Way of grouping material. Navigation: SAP menu ► Logistics ► Sales and Distribution ► Master Data ► Business Partner ► Customer ► Create ► Complete Customer Sales Org Dist Channel Division ### Beantown Bikes US East Whole sale Accessories. Bicycles 3999 West Chester Pike 19073 PA ### Peach Tree Bikes US East Whole sale Accessories. you create the customers that will purchase from you. code (State code + 7 zeros) © SAP AG Page 27 .3. Distribution channel How the product reaches the customer. Bicycles 1001 Summit Boulevard Atlanta – 30319 GA Tasks and Data Entry: In the “Create Customer: Initial Screen” pop-up. Sold-to party Customer A unique key used to clearly identify Leave Blank the customer within the SAP system. Sales Organization An organizational unit responsible for Your US East the sale of certain products or services. Bicycles 3 Van de Graaff Drive Boston – 18033 MA ### Big Apple Bikes US East Whole sale Accessories.2: Create Customer Description: In this task. Bicycles 95 Morton ST New York City – 10014 NY ### Philly Bikes US East Whole sale Accessories. Company Code Organizational unit in accounting. Phase III – Fulfillment CASE STUDY III.  Jurisdict. enter the following information: Attribute Description Data Value Account group Classifying feature within the system. See above Address TAB: Name  Name: Customer’s name (see above list) Search term  Search Term: ___ Address  Postal Code: Customer’s zip code  City: Customer’s city  Country: US  Region: Customer's State  Transportation zone Enter appropriate Transportation zone (used for route determination)  Select (More fields) button located on the right side of the screen in the address area. Your Global Bike Inc.

Pric. (This field helps determine which data are updated in the Logistics Information System) Shipping TAB: Shipping  Delivery priority: 02 (normal item)  Order Combination: Selected (default)  Shipping Conditions: 01 (standard)  Delivering Plant: Miami Distribution Center Partial deliveries  Max. Origin Shipping Dock (note the both are necessary)  Payment terms: 0001 Accounting  Acct assgmt group: 01 (Domestic Revenues) Accounting  Tax Classification: 0 (for all 3 tax categories)  (Save)  Repeat the process for each of the new customers and record the customer numbers of the new customers. © SAP AG Page 28 .: 1 (standard)  Cust. Due net)  Select Sales TAB: Sales order  Currency: USD Pricing/statistics  Cust. Grp: 1 “A” material. Proc. Account: Enter your A/R reconciliation account number  Sort key: 001 (posting date) Payment transactions TAB:  Terms of payment: 0001 (Payable immediately. Phase III – Fulfillment CASE STUDY Communication  Language: English Control Data tab (only when creating for Tanager Leasing):  Vendor Enter the vendor number for Tanager Leasing – remember that Tanager Leasing is not only a customer but also a vendor  Select (Financial Accounting) Account Management TAB:  Rec.part. Stats.deliveries: 3 (9 is the default) Billing Document TAB: Delivery and payment terms  Incoterms: FOB.

In the “Create Condition Records: Fast Entry” screen. Navigation: SAP menu ► Logistics ► Sales and Distribution ► Master Data ► Conditions ► Create Tasks and Data Entry: In the “Create Condition Records” screen. Phase III – Fulfillment CASE STUDY III. © SAP AG Page 29 .3. DChl Material ReSt. They are the average costs that we pay for an item. You will receive a message that says “Condition records saved”. Pricing is used to determine the amount of internal costs and overall prices for customers or vendors. you assign a selling price to all your materials. follow the menu path: Prices ► Material Price In the “Create Condition Records: Overview” screen. Moving average prices are updated from buying the material (procurement). Notice that the selling prices are different from moving average prices within your material master data.3: Create Pricing Conditions Description: In this task. enter the following information: Condition type Material Amount Unit Price Your Elbow Pads 75 United States Dollar Price Your Road Helmet 50 United States Dollar Price Your Repair Kit 32 United States Dollar Price Your Off Road Helmet 50 United States Dollar Price Your Knee Pads 75 United States Dollar Click on (SAVE). double-click on CnTy SOrg.

. 31 III...............................................5: Create Invoice ............... 36 © SAP AG Page 30 ...................................................................................6: Receive Payment ..........................................................................1: Create Sales Quotation ...............................3: Create Outbound Delivery .....................4......................................................... 33 III............................... 34 III................ Phase III – Fulfillment CASE STUDY Part III........... 35 III......................................................................4..................4...2: Create Sales Order ........................................................................4.......................... 32 III................4 – Process Execution Enterprise Rules and Process Master Data Structure Parameters Execution Table of Contents III...................4..............4...4: Ship Materials ........................

This task is a response to an inquiry from a customer. It involves creating a quotation and forwarding it to the customer. Your DC Bikes Valid to Date until which the bid or quotation is binding. Navigation: SAP menu ► Logistics ► Sales and Distribution ► Sales ► Quotation ► Create Tasks and Data Entry: In the “Create Quotation: Initial Screen” screen.4. Phase III – Fulfillment CASE STUDY III. © SAP AG Page 31 . In the “Create Quotation: Overview” screen. QT Click on (ENTER). enter the following information: Attribute Description Data Value Sold-To-Party The customer who orders the goods and services. A quotation is a formal statement that contains specific information about a good or service. One Month from Today Enter the following information: Material Order Quantity Your Elbow Pads 20 Your Road Helmet 15 Your Repair Kit 12 Your Off Road Helmet 10 Your Knee Pads 5 Click on (SAVE).1: Create Sales Quotation Description: In this task. you create a sales quotation for your customer. enter the following information: Attribute Description Data Value Order Type Distinguishes between different types of sales document. You will receive a message that says “Quotation has been saved”.

In the “Information” pop-up. enter the following information: Attribute Description Data Value Order Type Distinguishes between different types of sales document. You will receive a message that says “Standard Order has been saved”. The number that uniquely identifies the sales document. you create a sales order from a purchase order you received. Click on (ENTER). OR Click on (CREATE WITH REFERENCE). Click on (SAVE). click on the icon. Navigation: SAP menu ► Logistics ► Sales and Distribution ► Sales ► Order ► Create Tasks and Data Entry: In the “Create Sales Order: Initial Screen” screen. Click on (COPY). © SAP AG Page 32 . enter the following information: Attribute Description Data Value PO Number Number that the customer uses to uniquely 10### identify a purchasing document. A sales organization accepts the sales order and becomes responsible for fulfilling the contract between you and the customer. In the “Create Standard Order: Overview” screen. Quotation Number * You have the option to search for your sales quotation number by your customer number.4. date The proposed definition date by which the One Week from Today customer should receive delivery of the goods. Req. Phase III – Fulfillment CASE STUDY III.2: Create Sales Order Description: In this task. In the “Create with Reference” pop-up. A sales order is a customer’s binding request to an enterprise to deliver a specific quantity of products or to provide a service at a specific time. You will receive a message that says “The default date is not copied”. enter the following information: Attribute Description Data Value Quot. deliv.

Only the order items from this order that are due for shipment will be included in the delivery. enter the following information: Attribute Description Data Value Shipping Point The physical location from which you ship the item. One Week from Today Click on (ENTER). Qty Picked Qty Your Elbow Pads Your Trading Goods 20 20 Your Road Helmet Your Trading Goods 15 15 Your Repair Kit Your Trading Goods 12 12 Your Off Road Helmet Your Trading Goods 10 10 Your Knee Pads Your Trading Goods 5 5 Click on (SAVE).3: Create Outbound Delivery Description: In this task. you ship the order that your customer requested by creating an outbound delivery. Navigation: SAP menu ► Logistics ► Sales and Distribution ► Shipping and Transportation ► Outbound Delivery ► Create ► Single Document ► With Reference to Sales Order Tasks and Data Entry: In the “Create Outbound Delivery with Order Reference” screen. if you know the order number. You can make changes to the shipping data if necessary such as storage location. © SAP AG Page 33 . Your DC Miami Selection date Date with which you select the delivery you want. Phase III – Fulfillment CASE STUDY III. click on the “Picking” tab. You will receive a message that says “Outbound Delivery has been saved”. Enter the following information: Material SLoc Deliv.4. In the “Outbound Delivery Create: Overview” screen. You can create a single outbound delivery for exactly one order.

4: Ship Materials Description: In this task. These activities include entering all necessary data in the outbound delivery. Creating the post goods issue (shipping) reduces unrestricted stock to reflect the quantity shipped. © SAP AG Page 34 . all necessary shipping activities must be completed. click on the icon. you post your goods issue. Phase III – Fulfillment CASE STUDY III. Navigation: SAP menu ► Logistics ► Sales and Distribution ► Shipping and Transportation ► Outbound Delivery ► Change ► Single Document Tasks and Data Entry: In the “Change Outbound Delivery” screen. You will receive a message that says “Outbound Delivery has been saved”. It also indicates a change in the ownership of the goods. In order to post goods issue.4.

5: Create Invoice Description: In this task.4. It is a document that contains information about a transaction between a seller and a buyer. Phase III – Fulfillment CASE STUDY III. A bill is also known as an invoice. An invoice will consist of significant information like the price and date of a purchase. © SAP AG Page 35 . You will receive a message that says “Document has been saved”. you create an invoice to send to your customer for the goods. Navigation: SAP menu ► Logistics ► Sales and Distribution ► Billing ► Billing Document ► Create Tasks and Data Entry: In the “Create Billing Document” screen. Once the post goods issue has been generated. click on the icon. you can bill your customer for the shipped goods.

Your Bank Account Amount Line item amount in document. Navigation: SAP menu ► Accounting ► Financial Accounting ► Accounts Receivable ► Document Entry ► Incoming Payments Tasks and Data Entry: In the “Post Incoming Payments: Header Data” screen. enter the following information: Attribute Description Data Value Document Date The date on which the document was issued. Your customer has received the invoice and sent you its payment. 3509 Open item selection Account Number of the account from which the open Your DC Bikes items are to be selected for further processing. you post the received payment. Current Date Bank data Account Account number for the account to be posted. The general ledger is the company’s main accounting records.6: Receive Payment Description: In this task. The incoming payment will be posted to the company’s general ledger account. © SAP AG Page 36 .4. Phase III – Fulfillment CASE STUDY III.

click on the icon. © SAP AG Page 37 . Phase III – Fulfillment CASE STUDY Click on (ENTER). In the “Past Incoming Payments Process open items” screen. You will receive a message that says “1 items are selected”.

© SAP AG Page 38 . Phase III – Fulfillment CASE STUDY You will receive a message that says “Document was posted in company code US###”.