Professional Documents
Culture Documents
Sales & Distribution Processes: (Professional MSEM)
Sales & Distribution Processes: (Professional MSEM)
Processes
SAP Implementation
FI MM SD
Rules
FI
MM
Availability Goods to
Check Delivery
NO Goods from
Purchase Order
SD Process
Pre-Sales Sales
Activities Process
Pack
Materials
Post Goods
Receipt of Issue
Customer Payment Invoice
Customer
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The Rushmore Group, LLC 2008. All
January 2008 rights reserved. 7
SAP SD Process
1. Engage in pre-sales activities
2. Create quotations and send to customers
3. Create sales orders, item proposal, or
scheduling agreement
4. Schedule delivery and create delivery
note
5. Create/send invoice to customer (billing)
6. Receive/post payment from customer
7. Handle sales order return
Line Item # 1
Schedule Line # 1
Schedule Line # 2
Line Item # 2
Schedule Line # 1
© SAP AG - University Alliances and The Rushmore Group, LLC 2008. All rights
January 2008 reserved. 33
Delivery/ Goods Issuing
Reconciliation Account
Sales quotation No impact on
Financial Accounting (FI)
Sales order
Sales Invoice
Sold To:
Rushmore Group
Conditions/Price:
$120
Delivery 8…33
Collective Order 9
Delivery 8…34 Invoice 9…68
Invoicing
Order 14 Delivery 8…56
Invoice 9…91
Split
Order 32 Delivery 8…86
Invoicing
Invoice 9…92
© SAP AG - University Alliances and The Rushmore Group, LLC 2008. All rights
January 2008 reserved. 38
DS5: Billing Documents
It explicitly specifies documents
Billing due list — builds a work list of
invoices that should be generated
Automatic posting to Financial Accounting
(FI): debit to customer sub-ledger account
and credit revenue account.
Goods
Sales Receipt
Process
Payment
to Customer
Quality
Create
Inspection
Credit Memo
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January 2008 reserved. 42
SD7: Handle Customer Return
Quality
2 Return Order Return Delivery
Inspection
Return to Inventory
Returns document
◦ Billing block can be proposed
◦ Use the Order reason field to identify the
reason for the return
◦ Full access to pricing and ability to re-price
Return delivery
◦ Issues a goods receipt to place material into
inventory
Credit memo
◦ Billing block must be cleared from Return
◦ Posts to Financial Accounting (FI)
◦ Can be processed in batch (background)
◦ Can be processed collectively (grouped)