Full Version SD Overview

Chapter 1
Overview and Organizational Structures
1-2
Documents in Sales and Distribution Processing

Sales information system Sales support
Sales activity
Sales
Inquiry Quotation
USD Delivery free of charge

Subsequent delivery free of charge
Contract Sales order Returns
Scheduling agreement
Shipping
M A T E R I A L S M G M T
Delivery
Billing
Debit memo Invoice Credit memo
Financial accounting
SD010
1-3
Sales Organization
Company code 0010
Client
Sales organization 0010
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1-4
Distribution channel
Sales Organization 0010
Distribution channel
10
10
10
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1-5
Division
Sales Organization 0010
Division 10 10
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1-6
Sales area
Sales organization 0010 10 10
Sales Organization
+
Distribution Channel + Division
= Sales area
0010
10
10
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1-7
Internal Organization in Sales

Sales office 0010 Sales group 010
0010
0010
0010
0010
0010
0010
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1-8
Plants
Client
Company code 0100
Plant 0010
Plant 0011
Storage locations
0010 0020 0030
Storage locations
0010 0020 0030
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1-9
Organization in Shipping
Plant 0010 Plant 0011
A B
Shipping point 0011
Shipping point 0010

Shipping point 0012
SD010
Chapter 2
Business Partners
1-11
Business Partners
Sold-to party
..........
Ship-to party
............
Partner functions
Forwarding agent
Payer
Bill-to party
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1-12
Business Partners
Sold-to party
Ship-to party
Customer master
Bill-to party
Payer
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1-13
Customer Master
General Data
Company code data
Sales area data
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1-14
Customer Master from Sales Viewpoint

Customer Sales organization Distribution channel Division General data Address Control data Marketing Unloading points Contact person Sales area data Sales Shipping Output Partner functions dependent on: - sales organization - distribution channel - division
SD010
: : : :
K1 0010 10 10
valid for both accounting and sales
Business Partners in the Sold-to party master record
1-15
Sold-to party Sales organization Distribution channel Division
: : : :
C1 0010 10 10
Partner functions:
Buyer Ship-to party 1 Ship-to party 2 Forwarding agent Sales representative Mr Smith Central storage area External storage area Mills Inc. Mr Miller
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Customer Hierarchy
Smith Central
Number that uniquely identifies node
4711
Smith South 4712
Customer 2742
Smith North 4713 Smith Northwest 4714

Customer 2743 Customer 2744
Smith Northeast 4715
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1-17
Hierarchy Path
Organizational data Smith Central 4711 0010 10 10 Pricing X Hierarchy path
Sold-to party: 2743 Node/ Customer Hierarchy level
Partner
4711 4713 4714
Top level Second level Third level
1C 1B 1A
Smith South 4712 0010 Pricing Cust. 2742 Smith Norhwest 4714 0010 Pricing 10 10 10 10 0010
Smith North 4713 10 10 Pricing X Smith Northeast 4715 0010 10 10 Pricing X
Cust.
2743
Cust. 2744
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1-18
Chapter 3
Materials
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1-19
Material master record

General Data Material number Description Units of measure Weight Volume Division . . Data specific to sales Delivering plant Sales group Sales text Product hierarchy . . dependent upon sales organization and distribution channels Data specific to plant MRP profile Manufacturing costs Transportation group Loading group . . Data specific to storage location Storage condition Temperature . .
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1-20
Material
Minimum order quantity : 60 pieces Minimum delivery quantity : 60 pieces
Base unit of measure: piece
12
72
Alternative units of measure
Carton
Delivery unit: 4 pieces
Dozen
(= Sales unit)
Pallet
SD010
Chapter 4
Sales Overview
1-22
Sales Overview
Shipping point 1
Purchase order Sales order Shipping point determination Delivery scheduling
Pricing Commission Taxes Freight
Savannah Plant
Availability check Transfer of requirements
A A B B
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1-23
Sales Document Types in the Standard System
Quotation
Inquiry
Standard order
Debit/credit memo requests
Sales document type
Scheduling agreement
Returns
Contract
Delivery free of charge

SD010
Chapter 5
Order Processing
1-25
Structure of an Order
Header Item 1 Schedule line 1 Item 2 Schedule line 1 Schedule line 2

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1-26
Item categories
Item 10 : MATERIAL Item 20 : TEXT Item 30 : Value with/without reference to material $100 Pricing Relevant for billing
Item category
Relevant to delivery Schedule lines allowed

Partner Texts
Incompletion log
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1-27
Schedule Line Categories

Transfer of requirements
Inward movements
Outward movements
Availability check
Time Sales requirements
Time
Schedule line category
Relevant for delivery
Incompletion log
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Data in Order
Business data Pricing Partners Texts Purchase order date etc.
Header Item 1 Schedule line 1 Item 2 Schedule line 1 Schedule line 2
Business data Pricing Texts Partners etc. Sales Shipping Procurement

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Screens in Order
Header Overview Item
Business data
Entry screen
Business data
Partners
Business data
Pricing
Output
Customer-mat. info
Texts
Other views
Other views
Other views
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1-30
Proposal of Order Data from Master Data
Customer data
Business partner Pricing Tax determination Delivery scheduling Payment Output
Sold-to party: C1
Item 1 2 3
Material Quantity M1 M2 M3 10 20 15
Material master
Pricing Tax determination Weight determination Volume determination Availability check Delivery scheduling Delivery control Plant
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1-31
Entering an Order on the Overview Screen
Single-line
Sold-to party : C1
valid for all items
Double-line
Sold-to party : C1
Purch. order no. : 22/A Delivery date Material M1 M2 : May 15
Purch. order no. : 22/B Material Quantity Date May 15 M2 May 20 20 0011
Quantity 10 20
M1
10
Plant 0010
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1-32
Partners
Customer master record
(SP) (BP) (PY) (SH) Sold-to party Bill-to party Payer Ship-to party Proposal + Selection also valid for items if no other agreements were made : : : : C1 C1 C1 C1, C2, C3
Sales order
Header SP : C1 SH : C2 Item 1 Item 2 BP : C1 PY : C1
SH : C2 C3
Can be changed, if ship-to party is permitted at item level

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1-33
Incompletion log
Sales order
Sold-to party : Purch. order no. : Item 10 Material Route C1 ---
: :
M3 ---
F2
Incompletion list
Item Missing data Purch. order no.
Schedule line F3 Schedule line
10
Route
Item 20 Material Route
Called up:
: : M2 00001 a) automatically when doc. is saved b) using menu bar
Schedule line
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1-34
List of Incomplete Orders

Incomplete orders Entered by: Miller Start Sales order Sales order Sales order Selection Sold-to party : C1 Sales order : 65 Item 10 20 Material Quantity M1 M4 10 15 42 65 70 Save
Enter date
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1-35
Business Data
Order 1
HEADER Terms of payment : ZB01 Incoterms : FOB ITEM 10 Terms of payment : ZB01 Incoterms : FOB Schedule line 1 Schedule line 2 ITEM 20 Terms of payment : ZB01 Incoterms : FOB
Order 2
HEADER Terms of payment : ZB01 Incoterms : FOB ITEM 10 Terms of payment : ZB01 Incoterms : FOB Schedule line 1 Schedule line 2 ITEM 20 Terms of payment : ZB01 ZB02 Incoterms : FOB EXW
Transfer
Transfer
Schedule line 1
Schedule line 2 No separate determination possible at item level
Schedule line 1
Schedule line 2 Changes are possible, as business data is permitted at item level
SD010
Chapter 6
Tools for Order Entry
1-37
Creating Items using Product Proposals

Product proposal : 5000002 Validity : Jan. 01 - Dec. 31 Identifier : XY product proposal Item 10 20 30 Material M1 M2 M3 Quantity 40 50 30
Matchcode Sales order
Sold-to party : C1 Item 10 20 30 Material M1 M2 M3 Order quantity 40 50 30
Material or Material + Quantity
SD010
Order Entry using Customer-Material info Screen

Customer-material information Sales organization : 1010 Distribution channel : 10 Customer : K1 Customer-specific data Material M1 M2 . . . Sales order Sold-to party : C1 Customer material M234 M598 Description Computer 1 Computer 2 Quantity 10 3 Description PC 1 PC 2 . . . Material M234 M598 . . . Description Computer 1 Computer 2 . . . + Other data
1-38
"Customer-mat. info" overview

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1-39
Creating Orders Using Reference Data

Sales Document Edit ....
Create Change Display Create w/reference . . . To inquiry To quotation To order . . .
Inquiry Quotation Order Order Order Order Order Subsequent delivery, free of charge Credit memo request
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1-40
Example: Quotation Order

1
Quotation: 2004 Item 10 20 Mat. M1 M2 Quantity referenced 10 20 no no create with reference Quotation Order: 447 Pos. 10 20 Mat. M1 M2 Quantity 10 15 Order
2
Quotation: 2004 Item 10 20 Mat. M1 M2
Quotation
Quantity referenced 10 20 fully partially referenced qty = 10 referenced qty = 15

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Chapter 7
1-42

Sales Document Edit ....
Create Change Display Create w/reference . . . To inquiry To quotation To order . . .
Inquiry Quotation Order Order Order Order Order Subsequent delivery, free of charge Credit memo request
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1-43
Example: Quotation Order

1
Quotation: 2004 Item 10 20 Mat. M1 M2 Quantity referenced 10 20 no no create with reference Quotation Order: 447 Pos. 10 20 Mat. M1 M2 Quantity 10 20 Order
2
Quotation: 2004 Item 10 20 Mat. M1 M2
Quotation
Quantity referenced 10 20 fully partially referenced qty = 10 referenced qty = 15

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Chapter 8
Availability Check and Delivery Scheduling
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1-45
Delivery Scheduling
1
Order date Material availability Transport scheduling Loading Goods issue
7
Delivery date
Transit time
Loading time
Pick/pack time
Lead time Transportation scheduling
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1-46
First case: Total order quantity on the requested date

Inward movement
Material availability Delivery date
Order quantity: 10 100 60
50
Time
40 50
100
Outward movement
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1-47
First case: Total order quantity on the requested date

Inward movement
Order quantity: 10 100 60
50
10 40 50
Time
100
Outward movement
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1-48
Second case: Total order quantity at a later date

Inward movement
Order quantity: 20
100
60
50
Time
40 50
100
Outward movement
Customer requires complete delivery
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1-49
Second case: Total order quantity at a later date

Inward movement
Order quantity: 20
100
60
50
20 40 50
Time
100
Outward movement
Material availability
Confirmation date
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1-50
Third case: Partial deliveries

Inward movement
Order quantity: 30
100
60
50
Time
40 50
90
Outward movement
- Customer requires delivery as soon as possible - Customer allows partial deliveries
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1-51
Third case: Partial deliveries

Inward movement
Order quantity: 30
100
60
50
10
10 40
10 50
Time
90
Material availability Confirmation date
Outward movement
Material availability
- Customer requires delivery as soon as possible - Customer allows partial deliveries
Confirmation date
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1-52
Availability check, taking replenishment lead time into account

Inward movement Material availability Delivery date
100
Order quantity: 20
50
60
20
40
20
50
Time
100
Replenishment lead time

Material availability taking replenishment lead time into account Material availability not taking replenishment lead time into account
Outward movement

SD010
Chapter 9
Pricing
1-54
Conditions
Conditions
Prices
Price list Material price Customer-specific Other -
Discounts/surcharges
Customer Material Price group Material pricing group Customer/ Mat. pr. group Customer/ Material Price group / Mat. pr. group Others
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1-55
Conditional records
: : : : : First validity period: 03/01 - 04/30
1,000 USD 2,000 USD 3,000 USD Lower limit : Upper limit : 1,0 - % 2,0 - % 3,2 - % 5,0 - % 0,0 - %
Condition type
Sales organization Level on which the condition Distribution channel is defined Customer
Material
Second validity period: 05/01 - 05/31

1,000 USD 2,000 USD 3,000 USD Lower limit : Upper limit : 1,5 - % 2,5 - % 4,0 - % 5,0 - % 0,0 - %
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1-56
Condition types
Key XXX1 XXX2 XXX3 Description Price Discount % Discount / weight
Calculation type Scale basis Calculation type Scale basis
Control data
: As a percentage : Qu
: Amount/weight : We
Examples
Scale basis
100 PC 1,000 PC 10,000 PC
Calculation type
1.0 - % 1.5 - % 2.0 - %
Scale basis
100 KG 1,000 KG 10,000 KG
Calculation type
USD 0.20 - per KG USD 0.50 USD 1.00 -
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Pricing procedure
Sales organization, distribution channel, division
Sales doc. type Step 1 2 3 4 5 6 7 Cond. type XXX1
Pricing procedure Description Price Gross value Spec. offer disc. Discount % Discount % Discount value Net value 1 Ref. step
Sold-to party Manual Req. 2
XXX2 XXX3 XXX4
2 X 3-5
2 2 2
8 9 10
11 12 13
XXX5 XXX6
XXX7
Header disc. % Freight Net value 2

Output tax Cash disc. basis Cash discount
XXX8
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Access Sequence
Condition type XXX1 XXX2 XXX3 Price Discount % Major customer disc.
Access sequence Access sequence : XXX1 : XXX2
Access sequence : XXX3
Access sequence XXX1 1. Customer/ Material

Specific
2. Price list/ Currency / Material

General
3. Material
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1-59
Pricing Overview
Pricing procedure 1. Price 2. Discount 1 3. Discount 2 Condition type : Access sequence : Access sequence : XXX1 XXX2 XXX3 XXX1 XXX1 XXX1 Document Item 10 120 PC
XXX1 XXX2 XXX3 .
Price Disc. 1 Disc. 2 .
99 USD 12-% .
1. Customer / Material 2. Price list/ Currency/ Material 3. Material Records for cond. type XXX1 No valid record exists Valid record exists
Scale
100 USD from 1 PC 99 USD from 100 PC 98 USD from 200 PC
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1-60
Manual Price Change in the Document
Item conditions XXX1 Price 100 USD XXX2 Discount 1 - %
Change
Item conditions XXX1 Price 90 USD XXX2 Discount 1 % XXX3 Discount 10 USD
Detail screen
Changed manually
Entered manually
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1-61
Conditions in the Document Header

Header XXX1 Price XXX2 Absolute discount Net value XXX3 Header disc. 10 -% XXX4 Absolute header disc. 125.00 5.00 120.00 12.00 10.00 -
Distribute by value
Item 10 XXX1 Price XXX2 Absolute discount Net value XXX3 Header disc. 10 -% XXX4 Absolute header disc.
Item 20 XXX1 Price XXX2 Absolute disc. Net value XXX3 Header disc. 10 -% XXX4 Absolute header disc.
42.00 2.00 40.00 4.00 3.33 -
Sum up
83.00 3.00 80.00 8.00 6.67 SD010
Chapter 10
Sales Information and Analysis
1-63
Overview
Inquiry Incomplete Valid
Quotation
Incomplete Sales order Incomplete Not confirmed Not yet delivered Business partner Delivery GI not yet posted Not yet invoiced Material Valid
Billing document
Posting block
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1-64
Document list: Example using Sales Orders
Sold-to party: C1
Select
Sold-to party: C1
Sales order Sales order Sales order

Functions
- Sort - Find - Sum up
1241 1549 1600
- Additional fields - Change documents - Document status

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1-65
Changing a Document using a Sales Order List

Sold-to party: C1
Select
Sold-to party: C1 Sales order Sales order Sales order Choose Sold-to party Sales order Item 10 20 : C1 : 1798 1234 1798 4974 Save
Material Quantity M1 M4 10 15
Change
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1-66
Document flow
Quotation Order Delivery Invoice
Returns
Delivery
Credit for returns
Document flow of an order Quotation .Order . . Delivery . . . Invoice . . Returns . . . Returns delivery . . . . Credit for returns
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1-67
Document Analyses
Order receipt
Sales organization: 0010 Time period: January - March
Customer C5 20,000 20 % C1 10,000 10 % . . . . . .
Order receipt
January 100,000 February 150,000 March 170,000 Total 420,000 23.8 % 35.7 % 40.5 % 100 %
Material M4 30,000 30 % M2 28,000 28 % . . . . . .
SD010
Chapter 11
Shipping
1-69
Shipping Overview
Shipping point Warehouse
Order
Deadline monitoring Availability check Creating deliveries
Picking
.......................... .......................... .......................... .......................... .......................... .......................... .......................... .......................... . . . .......................... . ... .... ... .... ... .... . . .... . ... .... ...
Packing
Shipping papers
Goods issue Transfer

SD010
1-70
Shipping point determination
Shipping conditions
Loading group
Plant
Shipping point (Proposal)
Possible shipping points
01
CRANE
0010
0010
0011
Sold-to party/ Sales order
Material
Order item
SD010
1-71
Shipping point determination

Plant 0100 Plant 0011
A B
Shipping point 0010
Shipping point 0011
Shipping point 0012

Shipping conditions : as soon as possible Loading group : bulky Plant : 0010 Shipping point : 0010 at lowest cost bulky 0011 0011 at lowest cost liquid 0011 0012
SD010
1-72
Delivery Structure
Header Item 1 Item 2 Item 3
SD010
1-73
Data transfer: Sales order - Delivery

Sales order
Header Header Ship-to party: C1 Incoterms: EXW Item 10 Ship-to party: C1 Incoterms: EXW Schedule line 1 Item 10
Delivery
Not due Shipping criteria identical
Schedule line 2 Item 20 Ship-to party: C1 Incoterms: EXW Ship-to party 1 Item 10 Header Item 20
Shipping criteria identical
Ship-to party: C1 Incoterms: CIF

Schedule line 1
Ship-to party: C2 Incoterms: CIF
Item 10 Schedule line 2

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1-74
Relationship Between and Delivery

Order Delivery
Complete delivery
Delivery
Order
Delivery
Partial delivery
Delivery
Order Delivery
Order combination
Order
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1-75
Screens in Delivery
Header
General data
Transport Quantities Item details
Overviews
Item
Partners
Output Texts Export data
Weight
Picking Extent delivered
Status
Texts Export data
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1-76
Delivery Creation
1
Order Delivery
Log
Order due list

Order Order Order Order Delivery Delivery Delivery
Order
Log
Order
Delivery
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1-77
Processing the Delivery Due List

Date Shipping point 0010 0011 0010 0010 0010 . . . Order Date Shipping point 0010 Order
May 14 May 14 May 15 May 15 May 16
1 2 3 4 5
May 14
Order 1
Delivery
May 15
0010
Order 3
May 15
0010
Order 4
Delivery
Shipping point: 0010 to: May 15
Log
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1-78
Picking
Warehouse List
Shipping point
Delivery 115
Delivery qty :
Transfer order Picked qty :
10
10
Confirmation from picking
SD010
1-79
Goods issue
Warehouse
Shipping point
Account 1
Stock
Delivery 115 Goods issue
SD010
Chapter 12
Transportation
1-81
Transportation in the Logisitics Chain
MM Purchase Order Inbound Delivery Transport. (Goods Receipt) Goods Receipt Incoming Invoice
SD Sales Order Outbound Delivery Transport. (Goods Issue) Goods Issue Invoice
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1-82
About Transportation

Transportation Planning Point
The Shipment Document

Output Reports
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1-83
Shipment Types
Definition
The shipment type contains all the important control features for a shipment, such as the number range, whether the shipment is inbound or outbound, how leg determination is performed, and which leg indicator has been set for a shipment of this type. You can also enter a selection variant for the shipment type. The values defined in the variant appear on the selection screen when you create a shipment document of this type.
The system supports the following shipment types:
Individual Collective
shipment shipment
Transportation
chain
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1-84
Individual Shipment
Delivery 1 Delivery 2
Shipping Point Customer
1 Shipment Document
SD010
1-85
Collective Shipment
Delivery 1 Delivery 2 Shipping Point Customer 1
Delivery 2
Customer 2
1 Shipment Document
SD010
1-86
Transportation Chain
Delivery 1 Shipping Point
Delivery 1
Delivery 1
Customer Port of destination
Port of departure
Shipment Doc 1
Shipment Doc 2
Shipment Doc 3
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1-87
Shipment Document
Definition
The
shipping document is the central element of transportation planning and shipment completion.
Use
You
create shipment documents using a worklist. Different types of shipment documents have been defined to enable you to reflect in the system the various forms of transportation used in your organization. can use shipment documents to:

You
Combine deliveries into one inbound or outbound shipment Specify shipment stages Legs border crossing points load transfer points
Assign goods to handling units

Assign service agents Specify planned transportation deadlines Record actual transportation deadlines Specify output required for transportation Define transport-relevant texts
SD010
1-88
Creating Shipment Documents

Delivery Delivery Delivery
Shipping Point Transportation Planning Point
SD010
1-89
Shipment Costs Document

Header Item 1 Sub-Item 1 Item 2 Sub-Item 1 Sub-Item 2
Calculation basis Tax Amount Total Status Default for Price Date and settlement date Management Data Reference Data
Item Status Pricing Procedure Determine price date Control data Settlement data Data on service agent
SD010
1-90
Shipment Cost Document Settlement

Shipment Cost Document
Start of settlement
Release
Service Entry Sheet
Accounting
Invoice creation
Accrued cost accounting
Invoice
Accounting Payables treating differences
SD010
Chapter 13
Billing
1-92
Billing Document
Header
Identification number of the payer Billing date Net value of the entire billing document Document currency Terms of payment and Incoterms Partner numbers, such as the identification number of the sold-to party Pricing elements Material number Billing quantity Net value of the individual items Weight and volume Number of the reference document for the billing document (for example, the number of the delivery on which the billing document is based) Pricing elements relevant for the individual items
Item 1
Item 2
Item 3
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1-93
Billing Document Type
Delivery Related Invoice
Credit Memo
Debit Memo
Pro Forma Invoice for Sales Order
Pro Forma Invoice for Delivery
Credit Memo for Return
Cancellation of Invoice
Cancellation of Credit Memo
SD010

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Chapter 1

Overview and Organizational Structures

Overview and Organizational Structures

Documents in Sales and Distribution Processing

USD Delivery free of charge

Contract Sales order Returns

Overview and Organizational Structures

Company code 0010

Sales organization 0010

Overview and Organizational Structures

Overview and Organizational Structures

Overview and Organizational Structures

Overview and Organizational Structures

Internal Organization in Sales

Overview and Organizational Structures

Overview and Organizational Structures

Shipping point 0011

Shipping point 0010

Overview and Organizational Structures

Overview and Organizational Structures

Overview and Organizational Structures

Company code data

Sales area data

Overview and Organizational Structures

Customer Master from Sales Viewpoint

valid for both accounting and sales

Business Partners in the Sold-to party master record

Overview and Organizational Structures

Sold-to party Sales organization Distribution channel Division

Overview and Organizational Structures

Smith North 4713 Smith Northwest 4714

Smith Northeast 4715

Overview and Organizational Structures

4711 4713 4714

Top level Second level Third level

Smith North 4713 10 10 Pricing X Smith Northeast 4715 0010 10 10 Pricing X

Overview and Organizational Structures

Overview and Organizational Structures

Material master record

Overview and Organizational Structures

Base unit of measure: piece

Alternative units of measure

Overview and Organizational Structures

Pricing Commission Taxes Freight

Availability check Transfer of requirements

Overview and Organizational Structures

Sales Document Types in the Standard System

Debit/credit memo requests

Sales document type

Delivery free of charge

Overview and Organizational Structures

Header Item 1 Schedule line 1 Item 2 Schedule line 1 Schedule line 2

Overview and Organizational Structures

Relevant to delivery Schedule lines allowed

Overview and Organizational Structures

Schedule Line Categories

Time Sales requirements

Schedule line category

Relevant for delivery

Overview and Organizational Structures

Header Item 1 Schedule line 1 Item 2 Schedule line 1 Schedule line 2

Business data Pricing Texts Partners etc. Sales Shipping Procurement

Overview and Organizational Structures