BUSINESS BLUEPRINT

PROJECT MISSION - IS
[Implementation of SAP ERP 6.0 by ABC Ltd. for XYZ Plc Ltd.]

Sign-off Business Blue Print

Sales and Distribution 
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Sales & Distribution BBP

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his Business Blueprint Document describes the following: Business requirements as given by the XYZ Key Users. uggestions by ABC consultants wherever AP RP 6.0 IHDWX HV DUHIRXQGWREHXVHIX WR;<= VEXV QHVVIXQ W RQDOLW  To-Be Process on AP RP 6.0 suggested by ABC Consultants 
    

Comments whether the requirement can be realized on the Gaps which are at different stages of exploration

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AP RP 6.0 or not. 

The following codes are given to each module that is within the scope of the agreement:

Module ID 1 2 3 4 5 6 

Module Financial Accounting Controlling Production Planning Materials Management Quality Management 


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Further processes, sub-process and activities in each module are denoted by, say. 1.1, 1.1.1, 1.2.1 etc. A Business Blueprint document is prepared for each module and reference shall be made wherever required to other modules, whenever there is an overlap of business processes across modules or a business process requires to be completed in more than one module. The reference to the business process shall be made using the process numbers as described above;

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s Is usiness Processes: The current way of e ecuting the business process shall be e plained in detail with data/information flow along with the IT systems / Manual Systems being used in the whole cycle usiness Re uirement: nder this head, the module owner shall describe the re uirements of the company is-à- is this business scenario, if necessary with e amples Following situations can arise: (a) The current provisions in the system are sufficient enough and additional configuration efforts are not re uired.
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(b) The current provisions are not sufficient and satisfactory and additional features need to be incorporated in the system (c) There is no current provision to handle this transaction at all. The module owner shall identify each business scenario with the above classification. Step 3: ased on the usiness Re uirement, C consultant shall do a detailed Re uirement nalysis and based on the analysis shall propose the best-fit business process on the S P ERP 6.0 system. It may not be possible to decide the realization possibility of all usiness re uirements on the S P ERP 6.0 immediately and hence the following legend is being followed for describing the statuses:
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Status of To- e usiness Process
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Status Description Can be implemented on SAP ERP 6.0

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Sales & Distribution BBP

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BUSINESS BLUEPRINT

B-Possible with workaround C-Possible with ABAP D-Possible with ABAP (But performance issue) E-Not possible without Major Modification F-Open for e ploration -Not possible
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Can be implemented on SAP ERP 6.0 through indirect means Can be implemented on SAP ERP 6.0 through ABAP/4 development Can be implemented on SAP ERP 6.0 through ABAP/4 development but system performance may be effected Cannot be implemented on SAP ERP 6.0 without major system modification Possibility of implementation will be e plored in the development environment. Cannot be confirmed at this stage Cannot be implemented on SAP ERP 6.0 Cannot be implemented because it is not part of the scope defined in the ³Software S ervices Agreement´ between ABC and .
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The To-Be business process realization is dependent on the following aspects:  Scope of services described in the Software Services Agreement signed by 
  

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accepts that the decision to accept the ³To-B e Business Processes is completely its own and not influenced by A B C . A B C shall not be after the realization and usage of the processes being suggested here.
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shall indemnify ABC from all responsibilities for any other business conse uences during the framing of the To-Be Business processes, or at any time during or after the realization / implementation of these processes on SAP ERP 6.0 or while using the system.

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Methodology adopted for preparing the Business Blueprint Documents:

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Contents # Topic Page numbers Start End

Sales & Distribution BBP

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Construction.5 7. which includes manufacturing.BUSINESS BLUEPRINT 7. which includes road construction. Consumer. waterproofing and industrial flooring. distribution and service activities relating to chemicals.9 Enterprise Structure Account roups and Partner Functions Y 06 12 14 24 45 46 47 49 50 11 13 23 44 46 46 48 49 51 51 Master Data Business Processes Pricing Taxation Integration Points Print Outputs Reporting SD list of sers ` 51 Introduction: group is a major manufacturing and trading group having its operations The principal activity of the Company is manufacturing of chemicals. The company has now diversified its business to many other areas becoming market leaders in many sectors o its diversified businesses. f The major business segments operates in are: a b c a b y y y y Chemicals.1 7. which includes manufacturing. Sales & Distribution BBP c Page 5 of 48 .4 7.7 7. selling and distribution of consumer products.6 7.3 7. which includes manufacturing. paints and . consumer products. selling and distribution of hardware products.8 7.2 7. Hardware.0 7.

A credit control area can include one or more company codes. Sales & Distribution BBP t Page 6 of 48 f . A credit control area is an organizational unit for specifying and controlling customer credit limits. The Company Code have been bifurcated and codified in the following: Old Company Code NA g h i f New Company (Coding) Code L 01 p Description PLC LTD Description PLC LTD g h i Credit Control Area: It is an organizational unit that represents an area responsible for granting and monitoring credit.. and agriculture. which include cultivation and processing of tea and rubber. The Company¶s subsidiaries include & Rubber Plantations (Pvt.. Plantation Holdings Ltd. Plantation Services Ltd. Plantations. d e f Hotels PLC. PLC. The Credit control area have been bifurcated and codified in the following: Old Credit Control Area Code NA Description NA Codes LA01 q r s New Credit Control Area Description CREDIT CONTROL AREA Sales Organization: It is an organizational unit in Logistics that structures the company according to its sales re uirements.BUSINESS BLUEPRINT y y Hotels. which include owning and operation of resort hotels.) Ltd. Tea d e f d e f d e f d e f d e f d e d e 7. Developments PLC. A sales organization is responsible for selling materials and services. Fort Hotels Ltd.0 Enterprise Structure Company Code: It is the smallest organizational unit of Financial Accounting for which a complete self-contained set of accounts can be drawn up for purposes of external reporting. which includes farming and dairying. and plc.

A sales office establishes contact between the firm and the regional market. Distribution channels include wholesale. and direct sales. The divisions have been bifurcated and codified in the following: OLD DIVISIONS Code NA NA NA NA Description NA NA NA NA Code WE IN FU FE HS MS NEW DIVISIONS Description WEEDICIDES INSECTICIDES FUN ICIDES FERTILIZER HORMONES & STIMULANTS MISCELLANEOUS y Sales Office: It is an organizational unit in a geographical area of a sales organization. The Distribution channel have been bifurcated and codified in the following: Old Distribution Channels New Distribution Channels Code Description Codes Description NA NA NA NA NA NA NA INSTIT TIONAL w IS DS DD INSTIT TIONAL DISTRIBUTOR DIRECT DEALER w DISTRIBUTOR ± A DISTRIBUTOR ± B DIRECT DEALER WAL IN CUSTOMER x INTERCOMPANY PLANTATIONS Division: It is an organizational unit based on responsibility for sales or profits from saleable materials or services.BUSINESS BLUEPRINT The Sales Organisations have been bifurcated and codified in the following: Sales Organisations (Old) Code NA Descriptio n XYZ SALES OR ANISATION u Codes L 01 v Sales Organisations (New) Description XYZ PLC Distribution Channels: They are the channels through which saleable materials or services reach customers. It is the product line. retail. Sales & Distribution BBP Page 7 of 48 .

or goods and services are provided. The sales groups have been bifurcated and codified in the following: OLD SALES GROUPS Description NA NA NA NA NA NA NEW SALES GROUPS Description D. Piyawardana.BUSINESS BLUEPRINT The sales offices have been bifurcated and codified in the following: OLD SALES OFFICES Code NA Description NA Code NEW SALES OFFICES Description Sales Manager Sales Group: It is an organizational unit that performs and is responsible for sales transactions. Sales representatives will be assigned to sales groups in their masters.Eastern C. Mahendraraj.Northern R. The shipping points have been bifurcated and codified in the following: € € New Plants Description PLANT 1 PLANT 2 Sales & Distribution BBP Page 8 of 48 .V.Ellegama ±Central C. Gotabaya . The plants in the system will be identified by the codes as listed below: Code NA Old Plants Description PLANT 1 Codes L 10 L 11 Shipping Point: It is an organizational unit in Logistics that performs shipping processing. We will be maintaining area sales manager as sales group in the system.North Western S.H. Jeyachandran . Senavirathna ± North Central G.Southern Code NA NA NA NA NA NA As-IS Sales Structure : Code Plants: In Logistics a plant is a place where materials are produced.

The storage locations have been bifurcated and codified in the following: Old Storage Locations Codes NA NA NA NA NA NA NA NA NA ‚ New Storage Locations Code 0001 0002 0003 0004 0005 0006 0007 (WRITTEN OFF) 0008 0009 Description RAW MATERIAL STORAGE LOCATION PAC AGING STORAGE LOCATION IN PROCESS STORAGE LOCATION FINISHED GOODS STORAGE LOCATION INSPECTION STORAGE LOCATION SHOP FLOOR STORAGE LOCATION RETURNS STORAGE LOCATION ENGINEERING STORAGE LOCATION CONSUMABLES STORAGE LOCATION ‚ Description RAW MATERIAL WAREHOUSE PAC AGING WAREHOUSE FORMULATED BUL ‚ WAREHOUSE WOR IN PROGRESS WAREHOUSE FINISHED GOODS WAREHOUSE PROMOTIONAL MATERIAL WAREHOUSE UNSERVICABLE STOC UNSERVICABLE STOC ‚ ‚ TO BE ENTERPRISE STRUCTURE: CREDIT CONTROL AREA LA01 COMPANY CODE LK01 SALES ORGANISATION LK01 ‚ SALES ORGANISATION LK01 SALES ORGANISATION LK01 Sales & Distribution BBP DISTRIBUTION CHANNEL (IN) 1 DISTRIBUTION CHANNEL (DS) 2 DISTRIBUTION CHANNEL (DD) 3 Page 9 of 48 .BUSINESS BLUEPRINT PLANTS CODES NA NA OLD SHIPPING POINTS DESCRIPTION NA NA CODES NA NA PLANTS PLANT CODE L 10  NEW SHIPPING POINTS CODES L 10  DESCRIPTION E ALA PANNALA  L 11  L 11  Storage Locations: They are the organizational units allowing differentiation between the various stocks of a material in a plant.

2. Number ranges are operative on customer groups of legacy.1 Account Groups and Partner Functions AS IS Business Process: Account Group: When you create a master record for a customer.1 Account Groups and Partner Functions 7. 3. The account group determines: y Which screens and fields are necessary for entering master data. TO BE Business Process: It is suggested that following account groups will be created in SAP: 1. Numbers are entered m a n u a l l y for customer master in legacy. Institutional Distributor Dealer Following Partner Functions maintained in the system Business Partners Code SP SH BP PY PE Description Sold to Party Ship to Party Bill to Party Payer Sales Representative Sales & Distribution BBP Page 10 of 48 .BUSINESS BLUEPRINT 7. y Whether you can or must make an entry in these fields y How master record numbers are assigned (externally by you or internally by the system) and the number range from which they are assigned y Which partner functions are valid y Whether the customer is a one-time customer No account groups defined in the system. you must enter an account group.

2 Master Data 7. Business Requirement :Sales Representative No Range 01 02 03 05 From 10000 20000 30000 To 19999 29999 34999 Gaps: A 7.2 Maintenance Of masters Sales & Distribution BBP Page 11 of 48 . Most of the times. All the functions are c ar r ied out by a single party i. Customer Number Range Customer Number Range Customer Account Group NA NA Customer Type Distributors/Direct dealers Institutional From To Customer Account Group Institutional Distributor Dealers Partner function: In legacy no as such partner functions maintained. shipment receiving. In legacy there is NO customer group maintained for different class of customers. They have a common series for every class of customers. order placing.e. accepting invoice and payment of invoice amount is done by same customer function. its customer s responsibility to receive goods from plant or distribution point.BUSINESS BLUEPRINT TO BE number series as mentioned below.

Price Conditions. as sales employee and will be attached to each customer master.1 Maintenance of Customers Sales & Distribution BBP Page 12 of 48 . 4. Pricing condition records will be created in the system for different combination of fields. 2.2.BUSINESS BLUEPRINT AS IS Business Process: Master Data is maintained in the legacy system but without sufficient data provided for reports and integration. Other partners will be maintained as below 1.1. 2. 3. supervisors. Gaps: A 7. Customer Groups : 1.1 Maintenance of Business Partners 7. These customers would be grouped under account groups mentioned above. Institutional customers 3. 3.2. area sales managers. Business requirement: Following Masters should be maintained in the system: 1. Sales representative master will be created in SAP under partner function PE. Sales manager: As discussed above. Distributors 2. TO BE Business Process: All the masters would be maintained in the SAP system as below. Business partners (customers) Materials Sales representatives. 4. Regional Manager: In SAP sales groups will be acting as Regional Mgr. Dealers There is account groups maintained in the SAP for all above customers. Sales Office will be acting as Sales Manager in sap.

For new customer creation there should be four level of authorization.numeric. work flow need to be developed. 2. Distributors. Customer pricing procedure will be re uired fields for sales tab under sales area data section. second by AGM/SM. „ „ „ „ „ 1. separate number series re uired. First by Senior Admin Manager. Account groups will define which fields amongst below are re uired and which are to be suppressed/optional. First by Senior Admin Manager. Sales office. Reconciliation account is re uired data under company code data section. sales group. The customers is classified & distributed in sales distribution centers (distribution channels). Gaps : C NEW CUSTOMER ADDITION ± AUTHORISATION FLOW CHART : SALES MANAGER/SALES EXECUTIVE Sales & Distribution BBP ASST. Third by Director and lastly by Finance dept. For Authorization of New Customer. second by AGM/SM. 3. tax category. account assignment group for FI and delivery priority. shipping condition for LE. For new customer creation there are four level of authorization. mobile number will be re uired fields in general data. Shipping condition will be re uired field in shipping tab under sales area data section. Account assignment group and tax category will be re uired fields for billing data tab under sales area data section. GENERAL MANAGER „ Page 13 of 48 . For each type of customer. address. Sales Office will indicate Sales Managers. Different account groups for Institutional. But it does not accommodate all the information. „ 2. Numbering of the customer is alpha. ƒ TO BE Business Process: Standard masters would be maintained in SAP with all integration points re uired in other modules like reconciliation account. payment terms. For each master name. sales districts (territories as per legacy) but NO customer groups in legacy. sales districts. Third by Director and lastly by Finance dept. Dealers & Walk in Customers should be maintained in SAP with different number series. Sales Groups will indicate Area Sales Managers.BUSINESS BLUEPRINT AS IS Business Process: Master Data is maintained in the legacy system. Account assignment group for customer will be only ³01´ as domestic revenues. customer group. currency. region. Business requirement: 1.

2. 5.2 Maintenance of materials 7.1 Materials Sales & Distribution BBP Page 14 of 48 . Sales representative should be maintained in the system. Sales representative master will be created in SAP with assignment to sales group.2. Gaps : A 7. Number series for sales representative will be external & numeric. 1.1.BUSINESS BLUEPRINT 7. Each sales representative (sales representative) will be assigned to one distributor/customer. 4. Area sales managers will be defined as Sales Groups in the system. 2.2 Sales Representative As Is Business Process: TO BE Business Process: 1. 2. Sales area managers are also to be maintained in system. 1.2.2. Basic HR personnel administration configuration will be done in SAP to create sales representative. Sales representative master is maintained in the current system. Business requirement: 3.

Product Hierarchy will be used for generating reports at various product group level. grouping of materials for analysis purpose in SAP. 3.3 Maintenance of Conditions 7. Product Hierarchy:Product hierarchy is the structuring or … TO BE Business Process: Materials will be created in the SAP system in re uired material type.3. Gaps : A 7.2. consumables. Business requirement: 1.BUSINESS BLUEPRINT AS IS Business Process: Materials are maintained in legacy system. FERT material type will contain sales data views to accommodate all sales related data. Availability check as 01 daily re uirements Material statistic group Account assignment group Tax category Sales UoM Profit centre assignment † † 2. Raw materials. For finish goods material type will be used as FERT. discount. Following fields will be maintained in material master. packing materials. Finished Goods number series is internal. But it does not accommodate all the information for PP and MM aspects. Finished goods. VAT) Sales & Distribution BBP Page 15 of 48 . Also it will contain availability checking group in sales/plant data view. 5. freight. 4.1 Price elements (basic price. 3.2. 1. 2. and semi finished goods are re uired to be maintained in SAP system. 6.

Batch wise pricing possible in Invoice but there is possibility that the same batch will NOT be picked and delivered to the customer and may result in Loss. brand manager fills the form and send it to Director for approval. Distributors etc.BUSINESS BLUEPRINT AS IS Business Process: Conditions: Condition type in SAP is the unit of specifying pricing conditions such as material selling price. surcharges. 2. VAT is charged only for materials sold through XYZ . 1. This will be responsible for pricing of a sales order in SAP system. Discounts (%) will be maintained in condition types. 2. TO BE Business Process: Sales price. For change in Price of product (permanently). ‡ 3. Discounts maintained in records as a fixed % for Dealers. V1 = Full tax. Once approved by director it is sent to Finance dept for approval. taxes etc. Freight is NOT charged. freight. Discount to be given as % for different group of customers. Ex. can be manually changed in the order creation. Freight is NOT charged and so NO condition type will be maintained. MIS update the price in the system once it is approved by finance dept. 3.MRP of batch 01 is Rs400/. Sales price will be fixed and can be changed in sales order as and when re uired. There will be two types of tax codes as V0= Zero tax. Tax code defined in FI will take care of VAT=12% and NBT=3% which will be same for all finish materials. Pricing is maintained in the legacy system. work flow need to be developed. 4. 4. Business requirement : 1. Batch wise Pricing re uired in Invoice. Basic price comes from records maintained for price list per material in the system. Gaps: H ˆ 2. 5.and batch 02 is Rs 500/-. Sales & Distribution BBP Page 16 of 48 . For Authorization of Price Change of Product. 1. discounts. In practical if there is batch wise pricing then it is possible that in Invoice pricing is as per batch 01 but goods delivered from batch 02. 3. MIS update the price in the system once it is approved by finance dept. discounts. Once approved by director it is sent to Finance dept for approval. brand manager fills the form and send it to Director for approval. 5. freight. taxes will be maintained in the condition type in SAP system. For change in Price of product (permanently).

2.1 Terms of Payment Sales & Distribution BBP Page 17 of 48 .4 Sub process Scope: Maintenance of Other Master Records 7.BUSINESS BLUEPRINT PRICE REVISON OF PRODUCT ± AUTHORISATION FLOW CHART : SALES MANAGER/BRAND MANAGER HEAD OF DIVISION FINANCE MIS (update the price) 7.4.2.

2. Payment terms are maintained in the Legacy system.4. 2. Sales. the application in uestion will use the key specified in its area of the master record. 2. Posting date of document will be the baseline date for calculating payment term.BUSINESS BLUEPRINT AS IS Business Process: Terms of payment: ey for defining payment terms composed of cash discount percentages and payment periods.2 Incoterms Sales & Distribution BBP Page 18 of 48 . I t s helpful for :  Cash management Dunning procedures Interest calculation. ’ ’ 1. Payment terms can be changed in the master as well as in the sales document whenever re uired. You can specify different terms of payment keys in each of these areas. Payment transactions ‰ TO BE Business Process: 1. When you then enter a business transaction. and Purchasing. Terms of payment will be defined in the system as below. 3. Bank guarantee is taken for credit given to customers and post dated che ues are taken against Invoice. ‘ Code D000 D001 D030 D045 D060 Payment Terms Advance Payment Cash Payment Thirty Days Credit Forty-five Days Credit Sixty Days Credit Gaps: A 7. Master records have separate areas for Financial Accounting. Credit.45 days terms.  Business requirements: Payment terms re uired for Cash.

7. Insurance and Freight FOB: Free on board Inco terms are not maintained in the current sales system. Commonly used INCOTERMS are : EXW: Ex Works CFR: Cost and Freight CIF: Cost. Inco terms specify certain internationally recognised procedures that the shipper and the receiving party must follow for the shipping transaction to be successfully completed.2.3 Credit Master Sales & Distribution BBP Page 19 of 48 . All the Inco terms will be maintained in the system. 1.4. Standard Inco terms like CFR : Costs and freight CIF : Costs. risks and obligations of buyers and sellers in international trade. TO BE Business Process: Incoterms will be maintained in the system as per standard.BUSINESS BLUEPRINT AS IS Business Process: Incoterms: The ICC in Paris developed the INternational COmmercial TERMS (INCOTERMS) as a uniform set of rules that are used to help define costs. insurance & freight EXW : Ex works FOB : Free on board Gaps : A 2. Business requirements: Standard Incoterm like CFR.FOB & EXW are to be maintained.CIF.

Credit limit for customer should be fixed as per the bank guarantee. Low risk customers 6. Sales manager/AGM first authorize it and then send it to Director for approval. Authorization to specific users only for changing the credit master. The authorized person should change the master data only after he has received due approvals. Credit control area will be assigned to customer master in sales area data billing view. Business requirements: 1. 4. 2. MIS update the price in the system once it is approved by finance dept. Credit master for all customers will be maintained in the system by the finance department after consultation with the sales department. Authorization to create or to change credit master will be provided to the authorized users only. Authorization to release blocked documents will be provided to the authorized users only. Credit management will be active for sales document through credit group assigned to sales document type. For change in Credit Limit of customer (permanently). Gaps: C 1. 4. Credit management will be active at the time of sales order creation and will give error if the credit limit is exceeded and the user will not be able to create delivery for that order. High risk customers b. Sales & Distribution BBP Page 20 of 48 . For Authorization of Credit Limit change of Customer. Automatic credit check for all customers using risk categories as under: a. 7. 3. 5. It will be activated at sales document type level and item category too. Automatic credit check for all customers. Credit limit will be assigned to customer at credit control area level and will be valid for all company codes and credit limit for customer will be decided by GM sales & to the extent of bank guarantee for that customer. 2. Once approved by director it is sent to Finance dept for approval. 3. TO BE Business Process: Each customer will be assigned to credit control area through risk category attached to him in credit master.BUSINESS BLUEPRINT AS IS Business Process: Maintained in legacy system. 8. work flow need to be developed.

3 Business Processes ID PROCESS DISCRIPTION Page 21 of 48 Sales & Distribution BBP .BUSINESS BLUEPRINT CREDIT LIMIT REVISON OF CUSTOMER ± AUTHORISATION FLOW CHART : SALES MANAGER/AGM HEAD OF DIVISION FINANCE MIS (update the limit) 7.

2 7.1 7.2 7.3 7.1 7.1.BUSINESS BLUEPRINT 7.3.3.1.1 7.4.2 7.2 7.3.2 7.5.3.3 7.1 Inquiry Creation Sales & Distribution BBP Page 22 of 48 .3.3.3.2 7.1 7.1 7.3.3.3.4 7.5 7.3.3.3.3 7.6.3.3.5.3.4 7.3.5.3 7.5 7.3.4.3.3.6.4 Standard Sales Create Inquiry Create Quotation Create sales order Delivery Creation (pick slip) Post Goods Issue from plant Invoice Creation Cash Sales Create sales order Delivery Creation (pick slip) Post Goods Issue from plant Invoice Creation Free of Charge(FOC) Sales Create sales order Delivery Creation (pick slip) Post Goods Issue from plant Invoice Creation Customer return order Create return order Create return delivery Create goods receipt Create credit memo Scrap Sales Create sales order Delivery Creation (pick slip) Post Goods Issue from plant Invoice Creation Intercompany Sales Create sales order Delivery Creation (pick slip) Post Goods Issue from plant Invoice Creation 7.2.3.1 7.3 7.3.3.1.3.1 7.4 7.1.3 7.3.4 7.3.3.5.6 7.3.3.1 Standard Sales 7.2.3.3.4.1.4 7.3.3.2.1.2.6 7.2 7.3.6.3.4.1.6.3.3.3.3 7.4 7.

3.3. Number will be internally generated for inquiry by system.2 Quotation Creation AS IS Business Process: Quotations are generally created manually as and when the need arises Business requirements: Quotation should be created in the system. Quotation will be created in the system with reference to manual quotation . Inquiries are usually made over the phone . 2.1. Inquiry will be created in SAP as per standard but only if required. TO BE Business Process: 1. Quotation will be created in the system with document type ZZQT.1. The system will assign a number automatically to the quotation with the use of internal number range. Gaps: A 7. Inquiry generation in the current system is absent. 1.3 Create sales order Sales & Distribution BBP Page 23 of 48 . 3. 2.BUSINESS BLUEPRINT AS IS Business Process: TO BE Business Process: 1. Business requirements: Inquiry Creation should be done in the system. Gaps: A 7. 2.3. Document type ZZIN will be used for the same.

A manual order requisition sent by TSR in liaison with the distributor is received by the Sales Manager at the Head Office. 2. Customer purchase order on Pre-printed format will be given to sales admin by sales representative. required delivery date and price if required. Sales & Distribution BBP Page 24 of 48 . First by AM or RM. He can also change any partner function other than sold to party if required. Document type used for creating sales order will be ZORD. TO BE Business Process: 1. third by Director and lastly by Finance Dept. All other details required will be automatically fetched from customer and material masters. GAP : H Interface required for automatic Sales Order creation. During Sales Order creation (only if there is Credit issue). Sales Manager in turn purely on his discretion allocates the required stocks after revisiting the creditworthiness of the customer and checking the availability of stocks. 5. 3. sales order is authorized by four persons. With the help of internal number range. second by SM or AGM. third by Director and lastly by Finance Dept. Sales admin may change payment terms. First by AM or RM. An order requisition in electronic form sent via MS Outlook to be received by SAP for invoice processing. The sales admin creates the order in the current system with the purchase order form. Remaining if any and required will be manually entered in the order by sales admin. Daily created sales orders can be seen in standard report in SAP. During Sales Order creation (only if there is Credit issue). 2. 4. For Authorization of blocked sales order work flow need to be developed. 4. Business requirement: 1. 3.BUSINESS BLUEPRINT AS IS Business Process: 1. 2. 6. sales order is authorized by four persons. second by SM or AGM. the system will generate a number for the sales order automatically. Sales admin will create a sales order in the system with required delivery date.

3. TO BE Business Process: On the Basis of the sales order. 4. Business requirement: Facility for partial issue of goods at the factory. The shipping point needs to be specified along with the sales order number in the initial screen. The print out of the delivery note will be the loading invoice. Batch management in SD will be activated in SAP. After issuing the goods.4 Delivery Creation (delivery note) AS IS Business Process: Having received the printed invoice which carry 5 copies. Gaps: A 1. the invoice details are posted into the system to complete the transaction. Sales & Distribution BBP Page 25 of 48 . No. Security copy (Gate Pass). Finished Goods Batch Management: Batch numbers for finished goods are created upon release from production by production department. Batch number for the shipment material will be available from production dept and will be printed on carton of finish product. S am e b atch numbers are us e d d ur i ng deli ver y. Stores copy.BUSINESS BLUEPRINT SALES ORDER APPROVAL PROCESS (Only when Credit Issue) SALES MANAGER / AGM DIRECTOR FINANCE CREDIT CONTROLLER (Open the Acc) 7. 2. Document type used for this will be LF. the system will generate a number for the delivery note automatically. Delivery copy.3. (The five copies include: Customer copy.1. Finance copy. the Supervisor at the Finished Goods go down performs the issuing of the stocks to a transport agent. a delivery is created. Of copies can be printed of delivery note. All the details get copied from the sales order. With the help of internal number range.

The goods are dispatched to the customer through his own vehicle or vehicle sent by customer.3. 2.5 Post Goods Issue From Plant AS IS Business Process: 1.3.1. The system with the help of internal number range will assign a number automatically. Inventory account : credit Cost of goods sold : debit Business requirement: Facility for partial issue of goods at the factory. Gaps: A 7.3. Against this material document the system will generate the finance document where the G/L entries will be shown in the accounting document. 2. 2.BUSINESS BLUEPRINT 7.2. Customer account : debit Sales account : credit 4. The system will generate the invoice with reference to the delivery in case of delivery relevant items.6 Invoice Creation AS IS Business Process: Then the Invoice Clerk key in the details of the amended order requisition to generate an invoice which in turn is printed at the finished goods warehouse. Gaps: A 7.1.1 Create Sales order Sales & Distribution BBP Page 26 of 48 . TO BE Business Process: 1. Business requirement: Invoice details to be captured from the order requisition TO BE Business Process: 1. 3. Accounting entries will be passed automatically in the system.3. 3. Currently there is NO PGI done in legacy system.2 Cash Sales 7. It can be done through delivery change mode. As soon as Goods Issue is posted in the system. The system will generate a material document for the goods delivered. The printout of the invoice can be taken directly from the system. the inventory of the material will reduce and the Delivery will be removed from Pending Delivery List.

3.3. Gaps: A 7. pays the amount and collects the goods from the factory. Delivery will be created automatically in the system when sales order is saved.2 Delivery Creation AS IS Business Process: No delivery is created. Currently the customer comes to the HO. 2. Business Requirement: Document type used for creating sales order will be ZCSD.3 Post Goods Issue from Plant Sales & Distribution BBP Page 27 of 48 . Customer will come to HO/Color studio. Business Requirement: TO BE Business Process: 1. 2. pay the amount.2. the system will generate a number for the cash sales order automatically. 3. Sales from Color Studios will be ONLY in cash. Sales to XYZ Employees are done ONLY in cash. Gaps: A 7.2. Sales admin will create the sales order in the system upon receipt of the cash. 2. The system will internally assign a number to the delivery document.BUSINESS BLUEPRINT AS IS Business Process: 1. TO BE Business Process: 1. 3. With the help of internal number range.

2.3. TO BE Business Process: 1. Gaps: A 7.3. The system will generate a material document for the goods delivered. It can be done through delivery change mode. Accounting entries will be passed automatically in the system. Currently there is NO PGI done in legacy system. Sales & Distribution BBP Page 28 of 48 . Gaps: A 7. Against this material document the system will generate the finance document where the G/L entries will be shown in the accounting document. As soon as Goods Issue is posted in the system.3 Free Of Charge Order (FOC) 7. the inventory of the material will reduce and the Delivery will be removed from Pending Delivery List. Customer account : debit Sales account : credit 4.2. 2.3. Business Requirement: TO BE Business Process: The system will generate the invoice with reference to the delivery in case of delivery relevant items. The system with the help of internal number range will assign a number automatically. 3.3.4 Invoice Creation AS IS Business Process: Invoice is Created in the HO/Color studio itself.1 Create Sales order 1. 2.BUSINESS BLUEPRINT AS IS Business Process: 1. The printout of the invoice can be taken directly from the system. Inventory account : credit Cost of goods sold : debit Business Requirement: 3. Customer carries the copy of Invoice along with the cash receipt to the factory and collects the goods from there.

2 Delivery Creation AS IS Business Process: There is no such provision in the current system. The free of charge order will be created whenever goods are given Free of cost or as Sample.3. FOC delivery will be created with reference to the FOC sales order.3. The system will generate a material document for the goods delivered.4 Invoice Creation Sales & Distribution BBP Page 29 of 48 . Business Requirement: As per SAP best practice. Document type used for creating sales order will be ZFDO.3. Business Requirement: Gaps: A As per SAP best practice. The system will assign a number automatically to the FOC order. Against this material document the system will generate the finance document where the G/L entries will be shown in the accounting document. 2. Gaps: A 7. TO BE Business Process: 1.3 Post Goods Issue from Plant AS IS Business Process: There is no provision in the current system. As per SAP best practice.3. Business requirement: 2. The system will automatically assign a number to the FOC delivery. Gaps: A 7. 2. TO BE Business Process: 1. As soon as Goods Issue is posted in the system.BUSINESS BLUEPRINT AS IS Business Process: There is no such provision in the current system. TO BE Business Process: 1. 7.3. 3. the inventory of the material will reduce and the Delivery will be removed from Pending Delivery List.3.

Return order will be created for customer returned material in SAP system under ZCRE order type. 7. There is will be Delivery block & Billing block activated for all the Returns orders. 2. This Delivery block needs to be removed before creating delivery (Sales Manager/AGM will be authorized to remove this block). 3. Returns will always be created with reference to Invoice.4.4 Customer return order 7.1 Create return order for customer AS IS Business Process: 1. 2. 2. 4. TO BE Business Process: 1.4. After it is duly authorized by the Sales Manager and the Business Manager it is sent to the factory along with the returned stocks.2 Return Delivery Creation Sales & Distribution BBP Page 30 of 48 . Two types of returns are currently handled in legacy of XYZ.3.3. second by FSM and third by SM/AGM. 5. 2.BUSINESS BLUEPRINT AS IS Business Process: No separate order type for FOC sales in legacy system. Once Billing block is removed Finance dept will be able to create Credit Note. Credit Note will not be created unless and until Billing block is removed (Director will be authorized to remove this block). Business Requirement: 1. The system will assign a number to the return order. For Returns AM authorizes at customer point and it is approved by Three persons. Business requirement: As per SAP best practice. Gaps: A 7. One is verified (with ref to Invoice) and other is Non Verified (without ref to Invoice). 6. Gaps: A 7. First by RM. Once this is done then only goods are received in the factory .3. TO BE Business Process: 1. A specific form containing details of the return stocks is prepared by the TSR and signed by the Area Manager will be submitted to the Sales Manager. G/L accounts will be updated at the invoice level (after credit memo saved in this case). 8. Return order booking to be raised electronically and captured into the SAP system at the Head office. Internal number will be assigned to invoice saved. Invoice with respect to delivery number will be created in the system.

4.3 Post Goods Receipt in Plant AS IS Business Process: Having received the return stocks.3. Return goods are accepted in return storage location of individual distribution plants as soon as goods receipt done. Gaps: A 7. 2. The system will assign a number to the return delivery. Finance copy and the Stores copy) Business Requirement: Gaps: A Customer copy to be mailed to the customer 7. a Sales Return Note with 3 copies is created at the factory and the stocks are kept at the unserviceable stock location until due action is taken against them. Sales & Distribution BBP Page 31 of 48 . the stocks are accepted by the Stores Executive by placing his signature on the stock return form. (The 3 copies include: Customer copy. 2. Return delivery will be created in the system with reference to the return sales order.4. The system will create a material document for the goods receipt done without any account document. Business Requirement: A copy of the return delivery to be issued to the transport agent as he delivers the return stock to the factory TO BE Business Process: 1.BUSINESS BLUEPRINT AS IS Business Process: Having physically inspected.4 Credit Note Creation TO BE Business Process: 1.3.

a Credit Note (usually a journal entry) is raised against the particular customer. Customer account : credit Sales account : debit Gaps: A 2.BUSINESS BLUEPRINT AS IS Business Process: Based on the Sales Return Note. After releasing the billing block from the return sales order.5 Scrap Sales Sales & Distribution BBP Page 32 of 48 . The prices and discounts of individual stock items are manually marked on the SRN copies by the Sales Manager. Business Requirement: Auto generation of credit notes referring to the batch numbers TO BE Business Process: 1. The authorized user needs to release the credit note so that the accounting entries will be automatically created in the system. it will be possible to create a credit memo (note).The system will assign a number automatically to the credit note.3. 7.

3.5. Delivery will be created in the system. 3. Gaps: A 7. Gaps: A 7.1 Order creation AS IS Business Process: 1. 2. 4. Delivery note print can be taken from the system.3. 2. Business Requirement: As per SAP best practice. scrap sales order will be created in SAP. There are different customers for defected/damaged materials and expired material food.BUSINESS BLUEPRINT 7. No quantity records available since for return also no inbound delivery is made in the system. 6.5. No order is currently created in the system. Only incoming payment for scrap sales is shown in trial balance. System will assign an internal number to order. 2.5. TO BE Business Process: 1. 5. Quotation will be issued to the customer bidding high value for the stock but outside SAP. 3. 4. Sales order created once will be seen under sales order list. According to the quotation issued. All records are maintained outside system.2 Delivery creation AS IS Business Process: No delivery document is created in current system for scrap sales.3 Post goods issue Sales & Distribution BBP Page 33 of 48 . Scrap sales order will be created in SAP under order type ZSCR. Rate is sometimes decided by the management but only FI invoice is created in the current system.3. TO BE Business Process: 1. Internal number will be assigned to system for the delivery created. Business Requirement: As per SAP best practice. 3.

2. the inventory of the material will reduce from welfare storage location of plant.5. As soon as Goods Issue is posted in the system. 7.6 Intercompany Sales 7. The system will generate a material document for the goods delivered. Against this material document the system will generate the finance document where the G/L entries will be shown in the accounting document. Accounting department records the revenue in FI as per records given by warehouse manager.4 Invoice Business Requirement: As per SAP best practice. Values will be passed to accounting automatically. It can be done through delivery change mode. 3.6. 3. Internal number will be assigned to invoice saved. 2. 4. Customer account : debit Sales account : credit Gaps: A Business Requirement: As per SAP best practice.3.3. TO BE Business Process: 1.3.BUSINESS BLUEPRINT AS IS Business Process: Warehouse manager issue the material to customer and send manual report to accounting for recording revenue.1 Order Booking Sales & Distribution BBP Page 34 of 48 . Inventory account : credit Cost of goods sold : debit Gaps: A 7. AS IS Business Process: No invoice is created for sales of scrap material. TO BE Business Process: 1. Invoice with respect to delivery number will be created in the system.

3. 3.3. Business requirement: As per SAP best practice. 3. TO BE Business Process: 1. The print out of the delivery note will be the pick slip & no. 2. Two copies of the shipment document called as pick slip are printed. The system will assign a number automatically to the delivery note. 2. The system will assign a number automatically to the sales order. 1. After this the MM module will proceed further with the procurement of the goods.BUSINESS BLUEPRINT AS IS Business Process: NO Intercompany sales in the current system.6.3. TO BE Business Process: 1. The shipping point needs to be specified along with the sales order number in the initial screen.2 Delivery Creation (pick slip) AS IS Business Process: The material is despatched from the plant of the other Group Company. Gaps: A 7. 4. Business requirement: As per SAP best practice. Specific order type will be used to book sales. Of copies can be printed from the system. 2. the inventory of the material will reduce and the delivery will be removed from delivery Sales & Distribution BBP Page 35 of 48 .6. At the time of delivery customer will give one copy duly signed & stamped. Gaps: A 7. All the details get copied from the sales order. TO BE Business Process: 1. then the plant is changed manually at the item level.3 Post Goods Issue from Plant AS IS Business Process: The supply chain department despatches the goods against the shipment. Then MRP is run & a purchase requisition will be generated. The delivery will be created with reference to the sales order. If the stock is available in the plant of Group Company. 5. Any down payment to be received as per the payment terms is received at this stage against a manual invoice created in excel. As soon as Goods Issue is posted in the system. The intercompany price will be entered manually in the same sales order.

Business requirement: Gaps: A As per SAP best practice. The G/L posting is done for revenues & other elements.4 Invoice Creation AS IS Business Process: 1. 2. 2. As per SAP best practice. Business requirement: due list. The system will generate a material document for the goods delivered.BUSINESS BLUEPRINT 2.3. The printout of the invoice can be taken directly from the system. Accounting entries will be passed automatically in the system. Against this material document the system will generate the finance document where the G/L entries will be shown in the accounting document. Gaps: A 7. TO BE Business Process: 1. 3. The system will assign a number automatically to the invoice. Sales & Distribution BBP Page 36 of 48 . For normal sales the invoice is created with reference to the shipment & sent to the customer. The system will generate the invoice with reference to the delivery. 4.6.

Sales Invoice ACCOUNTING EXECUTIVE MANUALLY KEY IN ALL AMOUNTS IN A SEPARATE SYSTEM MAINTAINED FOR ACCOUNTING. INVOICE CLERK KEY IN THE DETAILS OF THE AMENDED ORDER REQUISITION TO GENERATE THE INVOICE WHICH IN TURN IS PRINTED AT THE FINISHED GOODS WAREHOUSE.BUSINESS BLUEPRINT AS IS FLOW DIAGRAM FOR STANDARD SALES: SALES REPRESENTATIVE COLLECTS THE ORDERS FROM ALLOCATED DISTRIBUOTRS TO HIM IN A PRI-PRINTED START FORM WHICH IS CONSIDERED AS CUSTOMER PURCHASE ORDER. HAVING RECEIVED THE PRINTED INVOICE WHICH CARRY 5 COPIES. DELIVERY COPY. HE ASLO MENTIONS REQUIRED DELIVERY DATE AND OTHER REQUIRED DETAIL FOR SHIPMENT COMPLETION. Posting To FI END Sales & Distribution BBP Page 37 of 48 . SALES REPRESENTATIVE SENDS THE DETAILS RECEIVED FROM DISTRIBUTOR TO SALES MANAGER. FIVE COPIES INCLUDE Loading Invoice CUSTOMER COPY. AFTER THIS SALES ADM IN CREATES ORDER IN Sales Order THE SYSTEM.THE INVOICE DETAILS ARE POSTED INTO THE SYSTEM TO COMPLETE THE TRANSACTION. HE ALSO ENSURES THE STOCK AVAILABLE AT DISTRIBUTION LOCATION AND IF NOT SUFFICIENT THEN INFORMS HIS SUPERIOR AND THE CUSTOMER Customer Purchase Order TOO ABOUT THE SAME. STORES COPY. AFTER ISSUINGTHE GOODS. THE SUPERVISOR AT THE FINISHED GOODS GO DOWN PEROFMS THE ISSUING OF THE GOODS TO THE TRANSPORT AGENTS.SALES MANAGER PURELY AT HIS DICRETION ALLOCATES THE REQUIRED STOCK AFTER REVISITING THE CREDIT WORHINESS OF THE CUSTOMER & AVAILABILITY OF STOCKS . FINANCE COPY & SECURITY COPY(GATE PASS).

BUSINESS BLUEPRINT TO BE PROCESS FLOW DIAGRAM FOR STANDARD SALES START PRI-PRINTED PURCHASE ORDER SALES ORDER CUSTOMER AGREEMENT FOR PARTIAL QUANTITY MATERIAL AVAILABILITY ORDER QTY = CONFIRMED QTY NO DELIVERY YES DELIVERY MATERIAL DOCUMENT INVENTORY: CREDIT COGS: DEBIT POST GOODS ISSUE POST GOODS ISSUE INVOICE ACCOUNTING DOCUMENT CUSTOMER : DEBIT SALES ACCOUNT: CREDIT END Sales & Distribution BBP REJECTION REASON =UNAVAILABILITY OF STOCK CLOSE SALES ORDER (LOST SALES) Page 38 of 48 .

THESE GOODS ARE THEN SENT for INSPECTION Inspection NON EXPIRED AND RETURN GOODS WHIC H IS OK IS AGAIN SENT TO FRESH GOODS STOCK FOR RESALE.BUSINESS BLUEPRINT AS IS FLOW DIAGRAM FOR RETURN SALES: START SALES REPRESENTATIVE COLLECTS THE DATA OF RETURN GOODS (DEFECTIVE. THE PRICE AND DISCOUNT OF INDIVIDUAL STOCK ITEMS ARE MANUALLY MARKED BY THE Credit memo SALES MANAGER. DEFECTIVE GOODS ARE SCRAPPED. IT IS ACCEPTED BY THE STORES EXECUTIVE AND SIGNING THE STOCK RETURN FORM. END Sales & Distribution BBP Page 39 of 48 . Scrapped BASED ON THE SALES RETURN NOTE. THEN 3 COPIES OF SRN IS CREATED AT THE FACTORY AND STOCK IS KEPT IN UNSERVICABLE SL. EXPIRED. A CREDIT NOTE(USUALLY A JOURNAL ENTRY) IS RAISED AGAINST THAT PARTICULAR CUSTOMER. Resale of return but fresh goods DAMAGED. Return Intimation Return Collection in CWH HAVING PHYSICALLY INSPECTED THE GOODS. DAMAGED) FROM DISTRIBUTOR AND FORWARD THE DETAILS TO THE SALES ADMIN.

BUSINESS BLUEPRINT TO BE PROCESS FLOW DIAGRAM FOR RETURN SALES (CUSTOMER RETURN) START FINISH STOCK SALES REPRESENTATIVE REPORT OK CUSTOMER RETURN ORDER QUALITY CHECK NOT OK RETURN DELIVERY SCRAP POST GOODS RECEIPT CREDIT MEMO MATERIAL DOCUMENT INVENTORY: DEBIT COGS: CREDIT ACCOUNTING DOCUMENT CUSTOMER : CREDIT SALES ACCOUNT: DEBIT END Scrap sale Sales & Distribution BBP Page 40 of 48 .

1 2 3 4 5 6 7 Transaction XYZ Inquiry XYZ Quotation Standard Sales Order Cash Sales Order Free of Charge(FOC) Sales Order Customer Return Sales Order Scrap Sales Order Standard Invoice Cash Invoice Customer Credit Memo Scrap Invoice XYZ Delivery Cash Delivery Return Delivery Document type ZZIN ZZQT ZORD ZCSD ZFDO ZCRE ZSCR ZF2 ZBV ZCRE ZSCR LF BV LR Number Range Code 01 03 05 07 09 15 17 19 21 25 27 29 15 31 From 00001 10000 30000000 200000 300000 400000 800000 1000000 900000 100000 10000 8000000000 75000000 6000000000 To 9999 19999 99999999 299999 399999 499999 899999 9999999 999999 199999 99999 9999999999 79999999 6999999999 Internal ¥ ¥ ¥ ¥ ¥ ¥ ¥ ¥ ¥ ¥ ¥ ¥ ¥ ¥ External 8 9 10 11 12 13 14 Sales & Distribution BBP Page 41 of 48 . No.BUSINESS BLUEPRINT Document Types & Number Ranges: Document Types & Number Ranges Sr.

B. This is rarely given but provision is given in SAP for future requirements. 6) N. This is automatic as per tax code effective.BUSINESS BLUEPRINT 7.4 Pricing 7.A.T. It is manual. Item Yes Sales deductions Sales deductions Manual Item/ Header Yes Sales deductions Sales deductions 4) Freight(ZFRI) Item/ Header Yes Freight Freight 5) V. (ZVAT) Item Item No No V.T. Automatic Automatic Manual Standard sales Pricing 2) Discount on % basis(ZDIP) 3) Discount on Fixed value basis (ZDIV).4. The discount is manually given in the sales document.T.T N. This price is charged to the customer & all other elements are based on this.B. V.B.4 PRICING: 7. Difference between the discounted price & the cost of goods.1 Price Matrix for Standard Sales Process Description Pricing Elements Dependent factors Automatic /Manual Header/ Item Item Changes allowed/not allowed Allowed GL A/C to be debited Sales revenue GL A/C to be credited Sales revenue 1) XYZ Price (ZPR0) It is mandatory. Manual Currently NO Freight charged. Automatic Price is maintained in the material master in current system.T.A.(ZNBT) 7) Cost of Goods (VPRS) 8) Gross Profit Automatic Item No Calculated Item No No No Sales & Distribution BBP Page 42 of 48 . National building tax is charged on net value before vat and is automatically active through output tax code.A. The amount of the condition will be directly picked from the material master.T N. The user will select & key in the amount as per the requirement.

3.e.B. V.A. Tax code for output tax will be coded as Z0 and Z1.B. ³0´ will indicate no tax & ³1´ will indicate full tax.5 TAXATION: 7.5. Customer/Material classification Comments/Gaps These taxes will be incorporated in the pricing procedure of XYZ with tax conditions mentioned above.6 Integration Points: Sales & Distribution BBP Page 43 of 48 .1 Process Name Levels Process Description There are two type of Tax. Tax percentage will be assigned to tax code. Tax classification of material and customer will be the responsible factors in deciding taxes determination & will be maintained in tax determination. 7.5 Taxation ID 3.5.T  across all provinces & N. (national building tax).5.T.T. (National Building Tax) Total Value (A A A B B Charged on Condition Value Value A %/ FIXED VALUE Fixed value Fixed % Fixed % B) + C + D + E 7.2 Tax Classification 3.3 Tax codes One tax code for output is used for XYZ. There will be only two types of classification i. Tax codes for calculation of taxes on sales will be codified in SAP in FI in the consultation with SD.BUSINESS BLUEPRINT Pricing Matrix for Standard Sale Step A B C D E F Conditions Sales Price Discount Freight VAT (as applicable) N.

MRP data and purchasing data CO MM Master Data Maintenance Maintaining Customer QM PP 1 2 Maintaining Materials 3 Inquiry Creation Inquiry Processing If totally new item then.BUSINESS BLUEPRINT 7. valuation type. Process Name FI Currency setting.6 Integration Points Integration Aspects Sr.) Material document will generated through PGI Inventory is updated. be and Requirement is transferred depending upon customization done. Payment terms.. Moving average price or standard price Costing details Procurement data such as procurement type. Account Assignment Group for Customer Valuation category. Quotation Processing 4 Quotation Creation Availability check done Sales Order Processing & Execution 5 Sales Order Creation Availability of material will be checked Delivery Material availability Check Accounting document will be generated on the base of material Document (Cost of goods sold account Dr. valuation class. Account assignment group. 6 Delivery Creation Requirement eliminated 7 Post Goods Issue Billing Sales & Distribution BBP Page 44 of 48 . new item to be created. Inventory FG account Cr. No. Reconciliation Account.

V.BUSINESS BLUEPRINT 8 Invoice Creation Customer A/C Dr & all other elements like revenue. any accrual expenses like freight. rebate.A. On the basis of recoveries. All sales values. 10 Credit Memo Customer Account: Cr All credit notes Sales Discounts Account: posted are also Dr updated in PA -customer wise credits 7. commissions. export benefits. freight. insurances are captured from the Billing document in negative values PGR At the time of post goods receipt material will be received in return storage location. An Inspection lot will be created for return material. 9 Customer Returns Cost of goods sold account Cr & Inventory FG account Dr. After inspection material will either transferred to finish material stock if it s2. Customer Complaints All sales values. or material to material transfer will be done to convert it in scrap. taxes. discounts. Inventory is Updated. are captured from the Billing Document.7 Print Outs Type of Sale / Stage of Sale Delivery Note (Loading advice) Inquiry Quotation Sales Order Invoice Credit Note Sales & Distribution BBP Page 45 of 48 .7 Print outs 7.T will Cr. freight. charges.

Key user is hereby requested to finalise format of above print outputs within 15 days after signing of BBP document. Invoice print & Credit Memo. Sales & Distribution BBP Page 46 of 48 .BUSINESS BLUEPRINT Standard Sales Yes Yes Yes Yes Yes Yes Return Sales Yes Yes Yes Yes Yes Yes Note: ABAP developments will be required to design output formats as desired. It will be considered as a separate development. Quotation. In above chart there will be total twelve developments e. Delivery note.g.

combination of distributor and product sales report Product category wise sales and ratio Distributor sales summary Sale contribution by products Sales based product ranking Sales volume (area wise. By location. Standard Standard Standard Monthly invoice summary report Invoice summary report Sales volume sales representative supervisor wise. Comments (Standard SAP/ABAP/BIW) Standard 2 Standard 3 4 5 6 7 8 9 10 11 12 Material sales analysis. ASM wise Return summary report Detail returns report Sales & Distribution BBP Page 47 of 48 . product wise sales reports.e. and per journey cycle i.BUSINESS BLUEPRINT 7. territory wise.8 Reports Sr. product category wise.8 Reports 7. per month) Customer sales report summary and details. per distributor. Customer sales analysis Material sales analysis Top notch in material sales analysis Total sales per area. Reports can be from analysis reports or invoice list. Standard Standard Standard Standard Standard Standard Standard wise. Distributor product wise Description Sales summary reports are nothing but analysis reports in standard SAP for sales. customer wise) Sales volume by months Sales summary only quantity (category) Sales summary area wise Market returns summary details Market return product wise. No 1 Name Sales Summary Reports (All location. per territory.

there is a major ABAP development. XYZ E-Mail Id xyz@abc.com Sales & Distribution BBP Page 48 of 48 .BUSINESS BLUEPRINT 13 14 15 16 17 18 Market returns territory wise Market return product (sales/ratio) Market returns Distributor (sales/ratio) Lost sales report (product wise.9 SD List of users: Sr. 7. Executive wise Territory wise reports Return summary report Return summary report Return summary report Invoice report Material Sales Analysis Standard Standard Standard Standard Standard ABAP Development Note : To track the Secondary sales(Redistribution process) and Reports based on it. No. 1 Key/Functional users Mr. product and quantity) Credit note summary Sales History by Product Group. distributor wise.

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