Outbound Logistics

Agenda
 Detailed Course Outline 5:30-6pm
 Introductions/Attendance/Forms
 Fill out questions & forms
 Break 25 min around 6:45pm
 Assignment for next class (find it on Omnivox)
 Evaluation of Competencies

 Labs
 Midterm exam
 Final exam

 Later for your Project

 All this will make you job ready…….
Course Outline
We will look at the Course
outline together.

We can find the Course

Outline in Omnivox. I will
guide you now.
 Cancelled Classes
 Occasionally classes need to be cancelled.
Sometimes they will be cancelled in advance.
It could happen, that it is last minute (like the
same day).
 Same day could be due to illness, or some
family emergency. You would be notified by
omniovox email & on Microsoft Teams
 I expect class participation.
 I ask many questions and you will need
to be present to answer.
 I strongly suggest you not multi task
while there is a class. You are all paying
a lot of money for an education, keep
focused on the online classroom
 Mute AT ALL times. You can only
unmute when you are asking a question
or answering a question.
 It is strongly advised that you have your
video on. A recent photo is required for
when you put yourself off video.
 This is a very fast paced course. Its
expensive but worth it, so make sure to
put in the time
 We have one 20-25 minute break at around
7:15pm

 Cell phones: a)- Kindly turn them off and, b)-

put them away. During our break you can
check texts, emails, calls, etc. I find it is not
respectful to use them in capacity, and highly
distracting for myself and other classmates.
 Questions are always welcome. If
the questions were on topic, they
welcome. Off topic questions can
be asked and if there is time,
before class, after class, email, etc.
Don’t be shy to email me with any
concerns, questions.
Introductions
My name is Rebecca Spagnolo.....

Worked 19 years as an ABAP programmer and Functional Analyst in various

industries- Distribution, Manufacturing, Mining and Television/Radio
Communications.

Multiple SAP implementations

Multiple SAP upgrades
 Currently a consultant,
teaching evenings for personal
enjoyment.

These next 4 weeks are a

studies will be class structure
 Now, I’d love to hear
from each of you......
 Since it is a large
class, each student
speaking would be
very long. I decided
instead at 6:30pm, you
would each send me
an email in Mio,
answering some
questions
You are all very close to
graduating this program…..I
am sure you have lots to
share….
 1. Allow me to better serve you, please tell me about yourself-your name. Have you worked
with SAP before? If so, in what role?

2. What other applications (ie People Soft) have you worked with in the past? (if none, say
none)
3. What you expect to get from this class?
4. Which class has been your favourite so far?
Procurement & Outbound Logistics
Inventory Management
Production Planning

Questions Warehouse Management

5. Why was that class your favourite?
6. How did you find the project, part 1? How would you like me to make the project easier?
7. Lastly, what would be a dream job of yours in the world of SAP? (and least exciting job
working with SAP)
IT department
Procurement & Outbound Logistics
Inventory Management
Production Planning
Warehouse Management
If not sure, you can say that
 Rebecca Spagnolo
Break
 Sales & Distribution discussion

Enterprise Structure review

AGENDA
(TONIGHT)
Master data

Sales Order entry

 Style of Teaching Online

I GENERALLY TEACH THEORY, THEN AFTERWARDS, IT IS IN

SAP DEMONSTRATIONS AT THE CLASS LABS THAT NEED TO BE
START OF THE CLASS. SUBMITTED.
  SAP Sales and Distribution is one of the key
Sales & components of SAP ERP system and is used to
manage shipping, billing, selling and
Distribution transportation of products and services in an
organization.
  SAP Sales and Distribution module is a
part of SAP Logistics module that
manages customer relationship starting
Sales & from raising a quotation to sales order and
Distribution billing of the product or service. This
module is closely integrated with other
modules like SAP Material Management
and PP.
 Key Components in SAP SD

Customer and
Shipping of
Material Sales Support Sales Activities
Material
Master Data

Contract
Transportation Credit
Billing related Handling and
of products Management
Management
 Key Components in SAP SD

Customer and
Shipping of
Material Sales Support
Material
Master Data

Sales
Activities
Sales Order
A ‘Sales Order’ is a contract between a
Customer  and a Sales organization for
supply of specified goods and/services over a
specified time period. All relevant
information from Customer master record
and Material master record is copied to the
sales order.
  The sales order may be created with reference
to a ‘preceding document’ such as an
inquiry /quotation. In such case, all the initial
data from the preceding document is copied to
the sales order.
Sales Orders  T-code -VA01 create
 VA02 change
 VA03 display
Do you recall the
Organizational How many do you
recall?

Elements?
 Company Code

Sales Organization
Organizational
Structure Distribution Channel
(needs to be defined before starting the sales
order)

Division
Company Code 1000 Company Code 1000

Sales Organization 1000 Sales Organization 1020

Distribution Channel 10 Distribution Channel 01

Division 00 Division 00
Sales Reports
(SDO1)
What Master Data do you think
would apply to Sales Orders?
 Master Data

Master data is one of the

key factors in Sales and
The first level master
Distribution module.
includes −
There are two levels of
masters in SD.

Customer Master Material Master

Other Master Data or Second Level

Pricing Output
Conditions condition
  T-Code: XD01/VD01/FD01
• XD01 − This includes sales area and can have all
Creating the views (General data, Sales, Accounting)

Customer • Data is stored in tables KNA1, KNB1 and KNVV.

Master Data VD01 − This only includes sales area, there is no

•

company code data in this.

(9 transactions) • Data is stored in tables KNA1, KNB1 and KNVV
• FD01 − This has only accounting data with
company code level
• Data is stored in tables KNA1 and KNB1
 Partner Type Customer Sold-To-Party

Ship-To –Party

Partner Types
Bill-To-Party

Payer
Since Partner Types is hard for
some to understand I have a
business example to share
  Your customer, MacDonald’s has over 1400 stores
across Canada. 15% are corporate stores and 85% are
franchises. Franchisees (owners of MacDonald’s

Business stores who may royalties to use the name) must pay
for their own equipment and supplies.
Example of  210 are Corporate stores
Equipment of  Although 1190 are Franchises, some Franchise
Owners own more than one. Therefore there are 800
Makelines for Franchise Owners,
restaurants  Let us say, MacDonald’s wants to buy your product.
They negotiated the price of new makelines for each
stores with a vendor. They get a better price when
buying all 1400 at once in one Sales Order.
 .
  In this case, there is one Sold-to party for the
one Sales Order: MacDonald’s.

Business  The ship-to would be for each address, making

1400 ship-to addresses.
Example of  The Bill-to would be one for the Corporate
Equipment of stores, and the rest to each store (1190). This
Makelines for makes 1191 in total for bill-to parties.

restaurants  Last is the Payer. The Head Office would pay

for the 210 corporate stores. Each Franchisee
would pay for their store(s). Since many have
more than one stores, there is a total of 801
Payers.
  For this class, you only need to know what
Partner Types each of the 4 partner type are.
 In our Sales Orders, we will be leaving the 4
partner types all the same.
  Transaction VA01
Sales Order  Order Type
 Organizational Data
Sales Order
1. Enter T-code VA01 in
command field.
2. Enter order type OR for
Standard order.
3. Enter Sales organization /
Distribution Channel /
Division in Organizational
Data block.
4. Click on create with reference
button, for create sales order
from Inquiry / Quotation.
Sales Order
entry details
  Sales order number:
 Can be internally generated or manually
entered

Header Fields  Sold to

 Who will pay for it
 Ship to
 Where it will be delivered
  In certain business scenarios PO number is made
mandatory to track the link between sales order and
purchase order.
 This is maintained in incompletion Procedure in
Configuration (IMG/SPRO).
Explanation  In our demo system, and companies I have worked
in, we were allowed to enter the sales order without
of Fields entering a PO number. It was chosen not to be a
mandatory field.
 Except for tracking your previous document link, it
doesn’t have any impact on the business
functionality.
  Request delivery date (format)
 Price date

Explanation  Payment Terms

of Fields  Incoterms
 Other fields in the sales header area will be discussed
in later classes
  Material
 First Date
 Plant
Line Item  Quantity
Fields  Net weight

 Explore application toolbar

Lab 1