Professional Documents
Culture Documents
Version 2.20
Authors Bret Wagner
Sales and Distribution (SD)
Stefan Weidner
Product
SAP ERP 6.0 EhP4
Global Bike Inc.
Inc
Level
Beginner
Focus
Cross-functional integration
Sales and Distribution
SAP AG
SAP ERP Course Overview
Introduction to SAP
Navigation
Introduction to GBI
Sales & Distribution
Materials Management
Production Planning
Financial Accounting
Controlling
Human Capital Management
Warehouse Management
Project System
Page 4-2
SAP ERP Functionality
Sales Support
Sales
Shipping and Transportation
Billing
g
Credit Management
Foreign Trade
Page 4-3
SAP ERP Unit Overview
SD Organizational Structure
SD Master Data
SD Processes
- Order-to-Cash Process
Page 4-4
SAP ERP SD Organizational Structure
Client
- An independent environment in the system
Company Code
- Smallest org unit for which you can maintain a legal set of books
Credit Control Area
- An organizational entity which grants and monitors a credit limit for customers.
- It can include one or more company codes
Sales Organization
- An organizational unit responsible for the sale of certain products or services.
- The responsibility of a sales organization may include legal liability for products
and customer claims
Distribution Channel
- The way in which products or services reach the customer
- Typical examples of distribution channels are wholesale, retail, or direct sales
Page 4-5
SAP ERP SD Organizational Structure
Division
- A way of grouping materials, products, or services
Sales Area
- Combination of Sales Organization, Distribution Channel and Division
- Determines conditions (i
(i.e.
e pricing) for sales activities
Plant (here: Delivering Plant)
- Plant from which the goods should be delivered to the customer
Other SD organization units:
- Shipping Point
- Loading Point
- Sales Office
- Sales Group
- Sales Person
Page 4-6
SAP ERP GBI Structure for Sales and Distribution
Company
Global Bike Inc. Global Bike Germany GmbH Code
Sales
US West US East Germany North Germany South Organization
g
Page 4-7
SAP ERP GBI Enterprise Structure in SAP ERP (Sales)
Di t ib ti
Distribution Ch
Channell Wh
Wholesale
l l WH
Customer Master
M t i l Master
Material M t
Sales Condition
Page 4-9
SAP ERP Customer Master Data
Customer Master
- Contains all of the information
necessary for
f processingi orders,
d
deliveries, invoices and customer
payment
- Every customer MUST have a
master record
Page 4-10
SAP ERP Customer Master Data
Page 4-11
SAP ERP Customer Master
Name
Address
Client XXX Communication
Page 4-12
SAP ERP Material Master Data
Material Master
- Contains all the information a
company needs d tto manage about
b t
a material
- It is used by most components
within the SAP system
Sales and Distribution
Materials Management
Production
Plant Maintenance
Accounting/Controlling
Quality Management
- Material master data is stored in
functional segments called Views
Page 4-13
SAP ERP Material Master Views
Sales Data
Storage Data
Accounting Data
Page 4-14
SAP ERP Material Master
General
Ge e a Information
o at o relevant
e e a t for
o tthe
eeentire
t eo organization:
ga at o
Name
Weight
Client XXX Unit of Measure
Page 4-15
SAP ERP Condition Master Data (Pricing)
Page 4-16
SAP ERP Output
Page 4-17
SAP ERP Sales Order Process
Check
Availability
Pick
Materials
Receipt of
Customer Payment
Pack
Invoice Materials
Customer
Post Goods
Issue
Page 4-18
SAP ERP Pre-Sales Activities (CRM Light)
Page 4-19
SAP ERP Pre-Sales Activities (CRM Light)
Page 4-20
SAP ERP Inquiry
An inquiry is a customers
request to a company for
information or quotation in
respect to their products or
services without obligation to
p
purchase.
- How much will it cost
- Material/Service availability
- May contain specific quantities
and
dddates
t
Page 4-21
SAP ERP Quotation
Page 4-22
SAP ERP Sales Order
Page 4-23
SAP ERP Sales Order
- Line Item(s)
Information about the specific
product: Ex: material and
p
quantity, cost of an individual line
- Schedule Line(s)
Uniquely belongs to a Line Item,
contains delivery quantities and
dates for partial deliveries
Page 4-24
SAP ERP Sales Order
Page 4-25
SAP ERP Delivery Scheduling
The system will then determine a delivery timeline, this will be used
when
h d determining
t i i our material
t i l availability,
il bilit or ATP (A
(Availability
il bilit tto
Promise) date.
The system will determine this date using forward and backward
scheduling rules you have defined.
Page 4-26
SAP ERP Backward Scheduling
Page 4-27
SAP ERP Forward Scheduling
Requested New
Order Material Transp. Goods Delv. Delv.
Date y Sched.
Availability Loading Issue Date Date
1st 2nd 3rd 4th 5th 6th 7th
Transp. Loading Transit
Pick & Pack Sched. Time Time
Time (2 days) Time (1 day) (2 days)
(1 day)
Page 4-28
SAP ERP Shipping & Route Determination
During the creation of the sales order the system must determine
the shipping point from which the material will be shipped and the
route the material will take to get from your warehouse to your
customers location.
A shipping point is determined for each line item within the order.
Page 4-29
SAP ERP Availability Check
Availability Check
- Determines the material
availability
il bilit date
d t
- Considers all inward and outward
inventory movements
Proposes 3 methods of delivery
- One-time delivery
- Complete delivery
- Delayed
y p proposal
p
Rules are created by YOU
Page 4-30
SAP ERP Pricing
Page 4-31
SAP ERP Credit Check
Allows your company to manage its credit exposure and risk for
each customer by specifying credit limits.
During the sales order process the system will alert the sales rep
about the customers credit situation that arises, if necessary the
system
y can be configured
g to block orders and deliveries.
Page 4-32
SAP ERP Shipping & Transportation
Page 4-33
SAP ERP Shipping
Page 4-34
SAP ERP Delivery Creation
Page 4-35
SAP ERP Delivery Creation
Page 4-36
SAP ERP Delivery Document
Page 4-37
SAP ERP Picking
Page 4-38
SAP ERP Loading and Packing
Page 4-39
SAP ERP Goods issue
Page 4-40
SAP ERP Billing
Page 4-41
SAP ERP Billing Documents
Page 4-42
SAP ERP Billing Methods
Delivery 8
820
20 Invoice 9
945
45
Delivery based Order 6
Invoicing Delivery 821 Invoice 946
Delivery 833
Collective Order 9
Deliveryy 834 Invoice 968
Invoicing
Order 14 Delivery 856
Invoice 991
Split
Order 32 Delivery 886
Invoicing
Invoice 992
Page 4-43
SAP ERP Payment
Payment is the final step in the sales order process, this step is
managed by the Financial Accounting department.
Final payment includes:
- Posting payments against invoices.
- Reconciling differences between payment and invoice
invoice.
Payment will create a posting clearing the liability in the A/R
account and increases your bank account.
Page 4-44
SAP ERP Document Flow
The document flow and order status feature allows you to find the status
of an order at any point in time. The SAP updates the order status every
ti
time a change
h iis made
d tto any d
documentt created
t d iin th
the customer
t order
d
management cycle (Order-to-Cash).
Page 4-45
SAP ERP Sales Order Process Debugging
Page 4-46
SAP ERP Sales Order Process Debugging
Document Flow
- Gives Order Process Status
List of Sales Orders (VA05)
- Tool to Find Order
- Need students user id/data set number
Page 4-47