SAP R3 SD Overview Master Data

SAP SD Overview Training
Master Data
Local needs, Global solution

Master Data
in
Sales and Distribution

Nexus System Resources
Master Data in Sales and Distribution
Contents:
 Customer Master Data
 Material Master Data
 Condition Master Data in Pricing
 Output Master Data
 Incompletion Log
Sales Order
Sales Order
Processing
Processing
Pre- SalesActivities
Pre-Sales Activities Inventory
Inventory
Sourcing
Sourcing
Payment
Payment Invoice Shipping
Shipping
Billing
Billing

Unit Objectives
At the conclusion of this unit, you will be able to:
 Maintain customer master data

 Maintain material master data
 Maintain customer -material information record
 Explain the effects of master data on the
processes in sales and distribution
 Maintain condition master data and explain
pricing functions
 Issue output for sales documents
 Work with the incompletion log

Master Data : Overview Diagram
Master Data in
Sales and Distribution
Sales
SalesOrder
Order
Processing
Processing
Pre-Sales
Pre-Sales Activities
Activities Inventory
Inventory
Sourcing
Sourcing
Invoice
Shipping
Shipping
Payment
Payment
Billing
Billing

Data Origin in Sales Documents
Control tables
Order
Customer Sold-to party 2300

master data Ship-to party 788
Output
Customer master data master data
Item Material Quantity
Material
master data 10 1400-100 10
20 1400-200 20 Condition
master data
Customer-material 30 1400-410 15
info
Control tables

Customer Master

Customer Master
Customer master data
General data
Relevant for sales
and distribution and
accounting
Valid for all organizational

units
Sales area Company code
data data
Relevant for sales
and distribution
Relevant for accounting
Valid for:
Valid for:
Sales organization
Company code
Distribution channel
Division

Data on the General Data Tab Pages
Customer Master
General Data
Address Name, address, language, ...
Control Data Tax information, ...

Payment Bank details, ...
transactions
Marketing Industry, cust. classification, ...
Unloading points Goods receiving hours, ...
Export data Data for export control , ...
Contact persons Address of business partners, ...

Data on the Company Code Data Tab Pages
Customer Master
Company Code Data
Account
Reconciliation account, ...
management
Payment
Paymt methods, paymt block, ...
transactions
Correspondence Dunning proced

., acct
. clerk, ...
Insurance Amount insured, ...

Data on the Sales Area Data Tab Pages
Customer Master
Sales Area Data
Orders Sales office, currency,

sales district, price group, ...
Shipping Shipping condition, delivering

Site, transportation zone, ...
Billing document Output tax classification,

terms of payment, ...
Partner functions Sold-to party, Ship-to party,

bill-to party, Payer

Partner Functions in the Customer Master
Sold-to party*
.....
Ship-to party*
Personnel Partner
Payer*
functions
Forwarding agent Bill-to party*

Contact persons
* mandatory functions

Account Group
Create
Create sold-to
sold-to party
party
Customer : C01
Sales organization : 0001
Distribution channel : 01
Division : 01
Account group : 0001
Account
Account Group
Group
Field selection
Number assignment
0001 Sold-to party One-time account: yes/no
0002 Ship-to party Output proposal
0003 Payer
0004 Bill-to party

Field Selection for Different Partner Functions
Account group Account group Account group Account group
0001 0002 0003 0004
Sold-to party Ship-to party Payer Bill-to party
Sales ______ ______ ______
Shipping Shipping ______ ______
Billing Billing 1) Billing ______
Partner functions ______ ______ ______
Output Output Output Output
1)
1) Tax information

Effects of Changes in the Customer Master
Customer master (old) Customer master (new)
Cust. 2300 Cust. 2300

Change
Address Mannheimer Str. 14 Address City Ring 212
customer
69115 Heidelberg master 68125 Mannheim
Incoterms EXW Hamburg Incoterms CIF Mannheim
Display sales order
Cust. 2300
Address City Ring 212

68125 Mannheim
Incoterms EXW Hamburg

Material Master

Material Master
Material Master Data
Sales :Sales Org

Basic Data 1
Relevant for all areas Relevant for sales and
Valid for : all distribution
organizational units Valid for:
Sales organization
Purchasing Distribution channel
Relevant for materials
management
Valid for : Plant Sales : General/Plant Data
Other ... Relevant for sales

and distribution
Relevant for engineering
, Valid for :
materials planning Delivering plant
accounting , ...

Data on the Sales Tab Pages
Material Master
Relevant for sales and distribution
Material number, material description,

Basic Data 1
base unit of measure, division , ...
Delivering plant, material group,

Sales : Sales Org . 1
tax classification, ...
Material pricing group, volume rebate

Sales : Sales Org . 2
group , product hierarchy, ...
Availability check, transportation

Sales : General/Plant
group , loading group, ...
Foreign Trade Export/ import group,

Export region of origin, ...
Sales Text Item text for sales

Units of measure
Base unit of measure : piece
4 12 72
Alternative
units of
measure
Carton Crate Pallet

(= sales unit)

Cross - Division Sales
Header division
Material master
Sales order
Material 1400-100
Sales area 1000 / 12 / 00
Division 02 Sold-to party 2300
Material master
Item Material Division
Material 1400-200
10 1400- 100 02
Division 02 20 1400- 200 02
30 M- 12 07
Material master
Material M-12
Item divisions
Division 07

Division - Specific Sales
Header division
Material master
Sales order
Material 1400-100
Sales area 1000 / 12 / 02
Division 02 Sold-to party 2300
Material master
Item Material Division
Material 1400-200 10 1400-100 02
Division 02 20 1400-200 02
Material master
Material M-12
Item divisions
Division 07

Customer - Material Information Record
Customer master Material master
Material Description
Customer 2300
Sales organization 1000 1400-100 Headlight Deluxe
Distribution channel 12 1400-200 Rear Light
Customer – Material Information
Customer 2300
Sales organization 1000
Distribution channel 12
Material Description Customer-specific data:
Customer-material description
1400-100 Headlight Deluxe S3000H Front light
1400-200 Rear Light + additional data
R1700 Rear light

Order Entry Using Customer-Material Info Record
Purchase order
Motomarkt Heidelberg
Cust. no.: 2300
PO no.: 12970-B
Order
Item Material Qty entry
1 S3000 10
2 R1700 10
Sales order
Sold-to party 2300

Customer-Material Info
Ordering party tab page
Cust. 2300
Material Cust.mat. PO item Cust.mat.no. Description
1400-100 S3000
1 S3000 Front light
1400-200 R1700
2 R1700 Rear light

Condition Master

Conditions
Conditions
Conditions
Prices Discount/Surcharge Freight Taxes

• Price list • Customer • Incoterms part1 • Dept. / Dest. ctry
• Material
• Material Price • Incoterms part2 • Domestic
• Price group
• Customer-specific • Material pricing group • Others • Export
• Others • Cust / Mat Pricing group • Others

• Customer / Material
• Price group / Material
• Pricing group
• Others
Condition Types
Key Description Control data

PR00 Price
Calculation type : As a percentage

K007 Discount %
Scale basis : Quantity
Discount/ Calculation type : Amount/weight

K029
weight Scale basis : Weight
Examples
Scale basis Calculation type Scale basis Calculation type
100 PC 1.0 - % 100 KG USD 0.20 - per KG

1,000 PC 1.5 - % 1,000 KG USD 0.50 -
10,000 PC 2.0 - % 10,000 KG USD 1.00 -

Condition Records : Discounts
Condition Master Record
Condition type KA00 Sales promotion

Customer 2300
Article 1400-100
Validity Validity
01.03. - 01.04. 02.04. - 01.06.
from 1000 UNI 1- % from 1000 UNI 2- %

from 2000 UNI 2- % from 2000 UNI 3- %
from 3000 UNI 3- % from 3000 UNI 4- %

Manual Price Change in the Document
Master Data
Item
Item conditions
conditions
PR00
PR00 Price
Price 100
100 USD
USD
KA00
KA00 Discount
Discount 11 %
%
Sales Document
Change
Item
Item conditions
conditions Detail screen
PR00
PR00 Price
Price 90
90 USD
USD Changed manually
KA00
KA00 Discount
Discount 11 %
%
RC00
RC00 Discount
Discount 10
10 USD
USD Entered manually

Condition Records : Taxes
Liable for taxes

Tax Exempt
. Document
.
.
Sold-to party: C01
Customer Liable for tax
master Ship-to party: C01
Item 10
Full tax M01 100.00
Sales tax 7 % 7.00
Material
master
Item 30
Full tax (7%) No tax M03 300.00
No tax Sales tax 0 % 0.00
Material tax classification

Pricing Report
Customer-specific prices
Report Edit Goto System Help
Page header Sales organization ................... 0001 California
Distribution channel .................... 01 Sales call
Group header Customer
Items
Cond. Type Article Amount Unit per UoM Valid from...
Customer A
PR00 M01 10 USD 1 PC 10.01.2002
K005 M02 20 USD 1 KG 15.01.2002
PR00 M03 15 USD 1 PC 15.01.2002
Customer B
PR00 M01 9 USD 1 PC 10.01.2002
. . . . . .
. . . . . .

Condition Types
Key Description Control data

PR00 Price
Calculation type : As a percentage

K007 Discount %
Scale basis : Quantity
Discount/ Calculation type : Amount/weight

K029
weight Scale basis : Weight
Examples
Scale basis Calculation type Scale basis Calculation type
100 PC 1.0 - % 100 KG USD 0.20 - per KG

1,000 PC 1.5 - % 1,000 KG USD 0.50 -
10,000 PC 2.0 - % 10,000 KG USD 1.00 -

Access Sequence
Condition type
PR00 Price Access sequence : PR00
K007 Discount % Access sequence : K007
K020 Major customer disc. Access sequence : K020
Access seq. Condition tables
PR00 1. Customer /Material

Specific
2. Price list/Currency/Material
General
3. Material

Condition Records : Prices
Table
Table
Material
Material
Price
Price list
list type/currency/material
type/currency/material
Sales organization
Customer/material
Customer/material Distribution channel
Division/material
Division/material Customer
.. Material
..
..
Create
Create condition
condition
Sales
Sales organization
organization :: 0001
0001
Distribution
Distribution channel
channel :: 01
01
Customer
Customer :: K1
K1
Material
Material ::
M1
M1 10.00
10.00
M2
M2 15.00
15.00

Condition Records : Prices
Condition type : PR00 Price
Level on which Sales organization : 0001

the condition Distribution channel : 01
is defined
Customer : C01
Material : M01
First validity period Second validity period

01/03 - 30/04 01/05 - 31/05
1,000 PCS 100.00 1,000 PCS 110.00

2,000 PCS 90.00 2,000 PCS 100.00
3,000 PCS 80.00 3,000 PCS 90.00
Lower limit: 50.00 Lower limit: 50.00

Upper limit: 110.00 Upper limit: 120.00

Condition Records : Discounts
Condition Master Record
Condition type KA00 Sales promotion

Customer 2300
Material 1400-100
Validity Validity
01.03. - 01.04. 02.04. - 01.06.
from 1000 UNI 1- % from 1000 UNI 2- %

from 2000 UNI 2- % from 2000 UNI 3- %
from 3000 UNI 3- % from 3000 UNI 4- %

Manual Price Change in the Document
Master Data
Item
Item conditions
conditions
PR00
PR00 Price
Price 100
100 USD
USD
KA00
KA00 Discount
Discount 11 %
%
Sales Document
Copy
Item
Item conditions
conditions
PR00
PR00 Price
Price 100
100 USD
USD
KA00
KA00 Discount
Discount 11 %
%

Manual Price Change in the Document con’t
Master Data
Item
Item conditions
conditions
PR00
PR00 Price
Price 100
100 USD
USD
KA00
KA00 Discount
Discount 11 %
%
Sales Document
Change
Item
Item conditions
conditions Detail screen
PR00
PR00 Price
Price 90
90 USD
USD Changed manually
KA00
KA00 Discount
Discount 11 %
%
RC00
RC00 Discount
Discount 10
10 USD
USD Entered manually

Conditions in the Document Header
HEADER
PR00 Price 125.00
K007 Absolute discount 5.00 -
Net value 120.00
HA00 Header disc. 10 -% 12.00 -
HB00 Absolute header disc. 10.00 -
ITEM 10
PR00 Price 42.00
Distribute K007 Absolute discount 2.00 - Sum up
by Net value 40.00
value HA00 Header disc. 10 -% 4.00 -
ITEM 20
PR00 Price 83.00
K007 Absolute discount 3.00 -
Net value 80.00
HA00 Header disc. 10 -% 8.00 -

Condition Records : Freight
Master
Data
Condition Record KF00
Incoterms part1 Sales Document
EXW $220 / Ton Item10 M01 4 Tons
EXW Boston
Master …..
Data
KF00 Freight $880
Condition Record KF00
…..
Incoterms part1+2
EXW New York $200 / Ton

Criteria for Tax Determination

Condition Records : Taxes
Customer tax classification
Liable for taxes
Tax Exempt
. Document
.
.
Sold-to party: C01
Customer Liable for tax
master Ship-to party: C01
Item 10
Full tax M01 100.00
Sales tax 7 % 7.00
Material
master
Item 30
Full tax (7%) No tax M03 300.00
No tax Sales tax 0 % 0.00
Material tax classification

Pricing in Sales Order
Sales order Item

Conditions Tab page
Material 1400-100
Quantity 20 pieces
Condition
master data
Gross 1300
Prices Discount 130-

Automatic
Surcharges pricing
Discounts Freight 30
Freight
Net 1200
Taxes
Output tax 120
Total 1320

Common Master Data - Distribution Channels
Customer / material or Customer / material or
condition master data for condition master data without
representative distribution channel own distribution channel
Customer master Customer master

data data
valid for:
Material master
data Material master
data
SOrg. 1000 SOrg. 1000
valid for:
DCh. 12 DCh. 14
Condition master Condition master

data data
SOrg. 1000 valid for: SOrg. 1000
DCh. 12 DCh. 14

Common Master Data - Divisions
Customer or condition master Customer or condition master
data for representative division data without representative
division
Customer master Customer master

data data
SOrg. 1000 valid for: SOrg. 1000
Division 00 Division 01
Condition master
data Condition master
data
valid for:
SOrg. 1000 SOrg. 1000
Division 00 Division 02

Pricing Report
Customer-specific prices
Report Edit Goto System Help
Page header Sales organization ................... 0001 California
Distribution channel .................... 01 Sales call
Group header Customer
Items
Cond. Type Material Amount Unit per UoM Valid from...
Customer A
PR00 M01 10 USD 1 PC 10.01.2002
K005 M02 20 USD 1 KG 15.01.2002
PR00 M03 15 USD 1 PC 15.01.2002
Customer B
PR00 M01 9 USD 1 PC 10.01.2002
. . . . . .
. . . . . .

Output

Output
Sales
Sales document
document Quotation
Order Confirmation
Delivery
Delivery Delivery Note
Billing
Billing Invoice
Credit / Debit Note

Transmission Media
Timing
Output
Output type
Printer Telex Mail EDI

Teletex
Telefax

Output Timing
Create
Create order
order
Print
Print transaction
transaction
..............................
..............................
..............................
..............................
.............................. .... ....
..............................
.............................. .... ....
TELEX
.............................. .... ....
..............................
..............................
..............................
....
.............................. ....
TELEX
.... ....
. . . .. . . . . . . .. . . .
PRINTER Immediately
.... ....
. . . .. . . .
....
....
. . . .. . . .
....
....
PRINTER
On request
Scheduling
Scheduling
..............................
..............................
..............................
..............................
..............................
..............................
..............................
..............................
.... ....
With next selection run
..............................
....
. . . .. . . .
....
....
. . . .. . . .
....
or at specified time
. . . .. . . . . . . .. . . .
.... ....
.... ....
Nexus System Resources Local needs, Global solution

Output
Output
master data Sales order
Output type
: Order confirmation
Output type: Output
Partner function determination Transm. medium : Print output
Trans. medium Partner function
: AG 2300
Time Time: immediately when saving
Language Language: EN
Print
Order confirmation 6177

Motomarkt Heidelberg
Customer number 2300
We will deliver
:
Item Article Quantity Value
1 S3000 10 650
2 R1700 10 300
Total 950

Incompletion Log

Incompletion Log
Sales order
Sold-to party 2300
Purchase order no.
Terms of payment Incompletion log
Item Material Qty Weight

Item Missing data
PO number
10 1400-100 10 _
20 1400-200 10 12 KG Terms of payment
Weight
W: Please enter purchase order

number
Call :
a) automatically when saving
b) via menu bar

Master Data : Unit Summary
You are now able to:
 Maintain customer master data

 Maintain material master data
 Maintain customer -material information record
 Explain the effects of master data on the
processes in sales and distribution
 Maintain condition master data and explain
pricing functions
 Issue output for sales documents
 Work with the incompletion log


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SAP SD Overview Training

Local needs, Global solution

Local needs, Global solution

Local needs, Global solution

At the conclusion of this unit, you will be able to:

 Maintain customer master data

Local needs, Global solution

Local needs, Global solution

Customer Sold-to party 2300

Local needs, Global solution

Local needs, Global solution

Customer master data

Valid for all organizational

Local needs, Global solution

Address Name, address, language, ...

Control Data Tax information, ...

Unloading points Goods receiving hours, ...

Export data Data for export control , ...

Contact persons Address of business partners, ...

Local needs, Global solution

Correspondence Dunning proced

Insurance Amount insured, ...

Local needs, Global solution

Orders Sales office, currency,

Shipping Shipping condition, delivering

Billing document Output tax classification,

Partner functions Sold-to party, Ship-to party,

Local needs, Global solution

Forwarding agent Bill-to party*

Local needs, Global solution

Local needs, Global solution

Sold-to party Ship-to party Payer Bill-to party

Sales ______ ______ ______

Shipping Shipping ______ ______

Billing Billing 1) Billing ______

Partner functions ______ ______ ______

Output Output Output Output

Local needs, Global solution

Cust. 2300 Cust. 2300

Display sales order

Address City Ring 212

Incoterms EXW Hamburg

Local needs, Global solution

Local needs, Global solution

Material Master Data

Sales :Sales Org

Other ... Relevant for sales

Local needs, Global solution

Material number, material description,

Delivering plant, material group,

Material pricing group, volume rebate

Availability check, transportation

Foreign Trade Export/ import group,

Sales Text Item text for sales

Local needs, Global solution

Base unit of measure : piece

Carton Crate Pallet

Local needs, Global solution

Local needs, Global solution

Local needs, Global solution

Customer – Material Information

Local needs, Global solution

Sold-to party 2300

Sales __

Shipping Shipping

Partner functions __