SAP – Logistic Execution

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 SAP – Logistic Execution

Introduction

In this lecture we will cover the sales order process flows and
configuration.
By the end of this video you will be able to :
• Described the sales order process flows
• Understand the various elements in a sales order
• Learn the various integration points between the sales order and
logistics
• Create a sales order in SAP
• Configure the sales order in SAP

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Order Management

In SAP, this is managed by the order management module which has the
following types of documents
• Sales order
• Inquiry
• Quotations
• Schedule agreement
• Contracts

A sales order is an document issued by a company to it’s customer detailing

the sales of a specific product or service. In general, the document will have:
• Customer details
• Product or service being sold
• Pricing & Tax
• Delivery method and date

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Sales Order

Sales Order

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Order To Cash

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Order Management : Logistic

A sales order represents a request /agreement with the customer to deliver

a good or service at a particular time and location. For the logistic process,
we are concern with
• Data validation of data
• Validation of business rules for logistics
• What, where and when to deliver
• Determination of data relevant for the logistic processing.

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Sales Order - Process

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Structure : Sales order

• Sales Org data
• Shipping data
Header •
•
Billing & Payment data
Pricing data
• Partner function
• Status

• Order details
Item • Shipping data = Plant, Shipping
point, Route
• Billing & Pricing data
• Partner function
• Status
Schedule Line

• Shipping deadline

Schedule Line • Delivery schedule and quantity

Item

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Introduction

SAP demo

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 SAP – Logistic Execution

SAP Config

Plant and
Shipping point
determination

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Plant and Shipping point determination

Plant
• Customer master info record
• Customer master
• Material master

Shipping point
• Use the transaction OVL2
• SAP will propose a default and manual.
• The formula of
• Shipping Condition = Taken from the sales order header
• Loading Group = Taken from the material master
• Plant = taken from the item in the sales order

Used to segregate items either for

• Location
• Process (returns, inbound, etc)

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Introduction

SAP Configuration

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Configuration items

Sales order header

Type of processing Description Sales document type

Presales Inquiry IN
Quotation QT
Free-of-charge delivery FD

Sales orders Standard sales order OR

Cash sale BV
Rush order SO
Outline agreements Quantity contract CQ
Maintenance contract WV

Rental contract MV
Scheduling agreement DS

Complaints Credit memo request CR

Debit memo request DR

Subsequent delivery, free-of-charge SD

Returns RE

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Item category determination – T184

Logic to determine the item category assigned to an item on the sales order.
• The configuration will drive the behavior of the item.
• The logic is in table T184
• Using the formula
• Sales order document type + Item category group + usage + higher item
category group = item category + manual, where
• Sales order document type is on the sales order header
• Item category group is on the material master
• Usage comes from SAP code
• Higher item category group is from the parent item

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Sales order tables

. Table Description
VBAK Header Data
VBAP Item Data
VBKD Business Data
VBPA Customer Partners
VBFA Document Flow
VBEP Sales Document: Schedule Line
VBAKUK Header and Status Data

VBUP Item Status

VBUK Header Status and Administrative Data
VBBE Sales Requirements: Individual Records
VBKA Sales activity

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Order Validation

Checking the sales order for any issues before being passed to
logistics
This is done by either
• Delivery block on the sales order
• From the customer, document itself or material
• Customer – Transaction XD05
• Material – MM02 sales view 1
• Sales document – Configuration
• Manually placed by the user
• Enhancement for more complex business rules
• User exit MV45AFZZ at routine USEREXIT_SAVE_DOCUMENT_PREPARE
• Various activates can be stopped based on the type of block
being applied

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Order Validation

Checking the sales order for any issues before being passed to
logistics
This is done by either
• Incomplete document
• Ensure a given field is populated
• For example, ensure that the weight and volume has been
populated.

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Business case - Introduction to Widget Inc.

• Produces and sells widgets to the UK.

• Takes the orders from customers and ship them
on the same day.
• Validation on sales order – Export Customers &
Return request
• Picking and packing are done on the same day.
• Cut off time to start the logistic process is based
region.
• Customers divided into four regions and the
freight forwarder selected based on region.
• All orders are shipped from the same plant.
• There is also a parcel shipment for anything less
that 10 KG.
• Shipment are created based on the number of
delivery.
• Any shortages are managed with the customer.
• The warehouse has it’s own WM system.

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Sales order flow

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